Bank of America AB Senior Portfolio Specialist in Dallas, Texas

Job Description:

The AB (Asset-Based) Portfolio Specialist manages a portfolio of asset-based structured loans in a variety of industries. The AB Portfolio Specialist is responsible for actively monitoring financial and collateral trends and recommending appropriate action. Responsibilities also include reviewing requests for loan modifications, analyzing financial performance, negotiating terms, drafting proposals, reviewing documents, and preparing recommendations for approval. Must be good at multi-tasking in order to meet the time deadlines of both the client and the bank. The AB Portfolio Specialist is an active member of the client team and interfaces directly with the client and participates in building the client relationship. Communicates frequently with legal counsel. Generally capable of handling the least sensitive accounts. Some travel required to meet with clients. Works closely with manager.

Required Skills:

  • 10+ years of general business experience in the finance industry or commercial/ABL lending both Credit and Sales

  • Bachelor's or Masters degree in finance, accounting, economics or business administration

  • Sound financial statement analytical skills

  • Basic Understanding of legal documentation

  • Must be detail focused and well organized

  • Proactive/confident communication skills (both verbal and written) to interact with senior management, clients, attorneys, etc

  • Ability to thrive in a fast paced business environment with strong time management skills

  • Computer proficiency in Word and Excel with Power Point a plus

Desired Skills :

  • Some audit, underwriting or account management

  • Some basic understanding of legal documentation

Posting Date : 07/02/2018

Location :


  • United States

Travel : Yes, 15% of the time

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

Assistance for Applicants with Disabilities

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at .

Diversity & Inclusion

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Frequently Asked Questions

Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at section for answers to these questions and more.