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Senior Portfolio Management Specialist
2 months ago
Senior Portfolio Management Specialist
Location: Various Locations
Position Overview:
At Bank of America, our mission is to enhance financial well-being through meaningful connections. We prioritize Responsible Growth, which shapes our operations and our commitment to clients, employees, communities, and shareholders alike.
We are dedicated to fostering a diverse and inclusive environment for all our employees. Our hiring practices reflect a commitment to a wide range of backgrounds and experiences, and we invest significantly in our employees and their families by providing competitive benefits that support their overall well-being.
Bank of America values collaboration and flexibility in the workplace. We adopt a tailored approach to flexibility based on the diverse roles within our organization.
Joining Bank of America means embarking on a fulfilling career path with ample opportunities for professional development and the chance to make a meaningful impact.
Key Responsibilities:
The Senior Portfolio Management Specialist is accountable for overseeing monitoring and maintenance tasks related to a designated client portfolio, primarily focusing on larger and more complex client relationships. This role may involve collaboration with a Senior Portfolio Management Officer.
Key duties include:
- Monitoring client performance and financial health to proactively identify potential challenges and opportunities.
- Providing comprehensive financial, industry, and economic analyses to support informed decision-making while ensuring compliance with credit policies and regulatory standards.
- Offering ongoing mentorship and support to team members within the Credit Products division.
- Collaborating closely with Credit Officers, Underwriters, Relationship Managers, and risk management partners to strengthen client relationships.
Essential Qualifications:
- Credit training in a commercial banking environment.
- A minimum of 2.5 years of experience in commercial real estate financial analysis and portfolio management.
- At least 2.5 years of experience in financial accounting, modeling, or loan structuring.
Preferred Qualifications:
- Advanced degree (Master's or MBA) or certification from a recognized real estate educational program.
- Experience with large financial institutions.
- Background in commercial real estate property management.
Skills Required:
- Understanding of credit documentation requirements.
- Proficiency in underwriting and analytical thinking.
- Attention to detail and strong collaboration skills.
- Expertise in financial analysis and collateral management.
- Effective decision-making and prioritization abilities.
- Problem-solving skills and business acumen.
- Strong negotiation and communication skills, both verbal and written.
- Technical skills in financial accounting and basic finance.
Education Requirement:
Bachelor's Degree or equivalent professional experience.
Work Schedule:
Standard business hours.
Bank of America is committed to equal employment opportunities and affirmative action, ensuring a workplace free from discrimination based on various factors, including race, gender, and disability status. We strive to maintain a safe and drug-free work environment.
