Bank of America AB Senior Portfolio Specialist in Dallas, Texas
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.
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 : 05/15/2018
Dallas, TX, BANK OF AMERICA PLAZA, 901 MAIN ST,
- United States
Travel : Yes, 15% of the time
Full / Part-time : Full time
Hours Per Week : 40
Shift : 1st shift
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