Trust Officer Ii jobs at Bank Of America in United States, Dallas
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Company (1)
Job type
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Job title (1)
United States
State
Dallas
11 jobs found
11.06.2025
BOA
Bank Of America Portfolio Management Officer I/II-Asset Based Finance United States, Texas, Dallas
Financial Statement Analysis. Collateral Analysis. Preparation of credit approval write-ups. Preparation of term sheets and client presentations. 2+ yrs experience in Asset Based Lending, Commercial or Corporate credit or relationship...
Must have at least 1 year of Accounting work experience in the industry. Must be able to work Monday thru Friday in the office. Schedule work week is from 8:00am...
Identify potential commercial clients through market research, industry networks, referrals, and events. Develop and execute a strategic prospecting plan to build and maintain a robust pipeline of new business opportunities....
Completes quality review processes for fulfillment projects, assisting in completing multi-level tasks. Identifies errors or customer privacy breaches and escalates to the attention of the manager for correction. Scans barcodes...
Addresses issues in production proactively and handles complex client escalations. Prioritizes and organizes work to increase effectiveness, efficiency, and productivity. Monitors and reviews documentation requirements. Resolves peer or customer escalations...
Partners with team members to provide technical tax expertise and ensures assigned accounts are fulfilled to achieve client service standards. Prepares complex federal and state individual income tax returns and...
Manages the credit process for a portfolio of clients. Negotiates credit documentation. Leads the credit and risk approval processes. Builds relationships with existing and prospective clients. Mentors and supports associates....
Financial Statement Analysis. Collateral Analysis. Preparation of credit approval write-ups. Preparation of term sheets and client presentations. 2+ yrs experience in Asset Based Lending, Commercial or Corporate credit or relationship...
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