Product Specialist II - Global Commercial Bank - MM - Syndications

Bank of America•Charlotte, NC

26d•Onsite

About The Position

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Business Overview The Regional Loan Syndications group originates and executes club syndicated bank loans for Commercial Banking clients and prospects. The team partners closely with the Commercial Bank, Wholesale Credit, Regional Leverage Finance and Emerging Growth and Regional Coverage to drive new Bank of America led syndicated loans and corresponding ancillary business. Primarily responsible for preparation of marketing materials and execution of syndicated loans, with an opportunity to attend and participate in client pitches and lender meetings, gain exposure to complex transactions, and build on existing credit, structuring, communication and presentation skills.

Requirements

5-10 years commercial/corporate credit experience
Strong credit, analytical, structuring and communication skills
Strong business acumen
Proficient with Power Point and Excel
Familiar with Syndicated Credit Agreements
Ability to work independently
Strong time management skills with ability to balance multiple projects and meet deadlines
Highly energized team player with a positive attitude
Embraces the importance of maintaining BofAML’s core values and brand in everything we do
Has a strong desire to grow and develop
Maintains a polished and professional appearance
Series 79 and 63 registration (within 180 days)
Undergraduate degree required: Majors in business, finance or economics preferred or equivalent experience.

Responsibilities

Coordinate and prepare marketing materials (pitches, lender presentations)
Prepare comparable transaction analysis
Financial modeling
Review legal documents for syndication specific terms (engagement/commitment papers, credit agreements)
Set up and manage Syndtrak sites for new deals / coordinate with Agency Management for existing deals
Coordinate bank meeting logistics and attend meetings
Directly communicate with borrower, lenders, counsel, and agency management
Manage closing logistics (prepare allocations memo, funds flow, closing invoice, accounting and regulatory reporting, pipeline management)
Partner with Senior Product Specialist to ensure seamless execution of syndicated loans
Establish and maintain strong partnership with Leveraged Finance