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Credit Services Rep II
Bank of America
placeCharlotte
Posted on Bank of America website on 17 Apr 2025 (3 days ago)
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Job Description:

Job Description:

Customer service representative responsible for a dedicated portfolio of asset based loan facilities.

Process, analyze and evaluate daily client activity, monitor the receipt of client reports, review the content for irregularities and/or discrepancies and follow up with the client and Loan Officer.

Reconcile client Accounts Receivable agings, perform ineligible calculations for Accounts Receivable and Inventory collateral accurately, timely and in compliance with Loan Servicing Standards.

Process loan and collateral transactions

Monitor Libor loans.

Reconcile Letter of Credit Information with detail.

Reconcile interest and fees with maturity and due dates.

Prepare/verify Participation principal, interest and fee settlements.

Review loan documentation.

Perform assigned functions/tasks within the team.

 Required skills:

  • Commercial credit fulfillment, servicing, operations or lending experience
  • Customer Focus
  • Analytical, Conceptual Thinking
  • Information Seeking (goes beyond questions that are routine or required in the job)
  • Ability to identify and escalate risk
  • Accountable, Takes Ownership
  • Highly Accurate
  • Quick learner with aptitude and ability to adjust to a dynamic technological environment
  • Excellent communicator both oral and written
  • Excellent organization
  • Excellent time management
  • Working knowledge of Microsoft Office

Desired Skills:

  • Asset Based Lending experience
  • Commercial credit fulfillment, servicing, operations or lending experience
  • Four (4) year College Degree (college level accounting courses) or 3 to 4 years related experience, or equivalent

Shift:

1st shift (United States of America)

Hours Per Week: 

40
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The Bank of America Corporation (Bank of America) is an American multinational investment bank and financial services holding company headquartered at the Bank of America Corporate Center in Charlotte, North Carolina, with investment banking and auxiliary headquarters in Manhattan.
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