Job Description

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

This job is responsible for covering senior clients for direct owners of real estate and brokerage firms. Key responsibilities include prescreening loan opportunities for fits with Bank of America and Merrill Lynch loan programs and working with underwriting in the reviewing and quoting of loans. Job expectations include providing analytical support to the front office and other areas of the business, and maintaining relationships with clients and other external stakeholders.

Responsibilities:

• Identifies, measures, and monitors control risk as part of daily business activities
• Performs complex financial analyses and modeling, conducts research, and prepares reports with supporting documents
• Manages the structuring and closing of loans with the underwriter and closer assigned to transactions
• Monitors market trends and provides insightful analysis to clients and internal partners
• Exercises management authority to make significant decisions and strategic decisions or recommendations
• Develops, maintains, and strengthens strategic relationships with clients, brokers, external partners and key decision makers with the goal to become a trusted partner and fill the sales pipeline

Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

• Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
• Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
• Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
• Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
• People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
• Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
• Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
• Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.

Skills:

• Data and Trend Analysis
• Problem Solving
• Profitability Analysis
• Risk Management
• Sales Strategy
• Customer and Client Focus
• Market Analysis
• Research Analysis
• Risk Analytics
• Trading Strategy
• Business Intelligence
• Executive Presence
• Financial Analysis
• Financial Forecasting and Modeling
• Trading and Investment Analysis