Ops Professional

Bank of America•Charlotte, NC

About The Position

At Bank of America, this role provides analytical support in a Global Operations function for one or more operations product areas. It analyzes and resolves highly complex operational problems and initiatives, coordinating multiple operational and product specialists as needed. The role also manages projects and the introduction of new initiatives, systems, products, services, and processes across operations functions and products. Within Global Markets Loan Operations, the Ops Professional Markets provides hands-on operational leadership and execution support and serves as a senior subject matter resource for assigned processes. The role supports high-quality, timely execution; complex and escalated issues; and adherence to procedures, risk controls, and regulatory requirements. It also supports client communication and onboarding, platform improvements, process efficiency, business continuity, and continuous improvement.

Requirements

At least 2 years of lending or loans experience.
Strong understanding of operational processes in a financial services or regulated environment.
Demonstrated ability to lead work efforts, coordinate tasks, and support team execution in a fast-paced environment.
Advanced proficiency in Microsoft Office applications, particularly Excel, including formulas, pivot tables, and data analysis.
Strong analytical, organizational, and problem-solving skills, with high attention to detail.
Excellent verbal and written communication skills and ability to interact effectively across all levels of the organization.
Ability to manage multiple priorities, meet tight deadlines, and work effectively under pressure.
Risk-minded approach, including the ability to identify issues, apply controls, and escalate appropriately.
Client-focused mindset and confidence supporting client-facing interactions when required.

Nice To Haves

Bachelor's degree in a related field preferred.
Brings new thoughts and ideas to teams to drive innovation and unique solutions.
Works effectively among diverse viewpoints to determine the best path forward.
Experience connecting with diverse clients to understand future business needs and a commitment to continuous learning.
Commitment to challenging the status quo and promoting positive change.
Participates in and drives collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
Belief in the value of diversity to reflect, connect with, and meet the diverse needs of clients and employees around the world.

Responsibilities

Confirm loan documentation for accurate trade settlements.
Partner with Sales Associates, Traders, Research Analysts, trading counterparties, attorneys, administrative agent banks, and internal operations groups.
Manage post-trade management and logistics, settlement pricing, and closing coordination.
Analyze and resolve highly complex operational problems.
Support ad-hoc projects for new processes or industry initiatives.
Process loans end-to-end, ensuring accurate data input into credit and operating systems.
Provide team support and oversight for daily operational activities, ensuring deadlines, quality standards, and service expectations are met.
Coordinate team workload, prioritize tasks, and help resolve complex, escalated, and client-impacting issues.
Serve as the primary liaison between the business and Technology for system usage, issue resolution, and platform enhancements.
Manage external client-facing communication, including escalations, troubleshooting, and relationship support.
Support new client platform onboarding, including education, readiness, and transition to steady-state operations.
Partner with external clients to encourage adoption and use of new system features and capabilities.
Use AI and automation tools to streamline operational processes, improve efficiency, and reduce manual effort.
Generate system enhancement ideas and partner with Technology through development, testing, and implementation.
Participate in and support business continuity testing and resiliency exercises for supported platforms and processes.
Work with business partners to design and evolve operational models for new products, structures, and initiatives.
Ensure adherence to operational procedures, internal controls, and applicable regulatory and risk management standards.
Identify process gaps, operational risks, and inefficiencies; recommend and support process improvements.
Partner with Technology, Compliance, Audit, Risk, and Finance on audits, testing initiatives, and control assessments.
Promote collaboration, knowledge sharing, and continuous improvement within the team.