Product Specialist II - Credit
Core
Supports credit analysts and relationship managers in underwriting and servicing specialized Asset Based Lending (ABL) credit products and treasury accounts.
Role type
Product Specialist II - Credit
Builds
ABL credit facilities and treasury account structures for corporate clients
Domain
Banking / Asset Based Lending / Treasury Services
Deliverable
client delivery
Required skills
ABL treasury requirements expertise, BAC treasury systems proficiency, financial spread preparation, risk rating scorecard creation, covenant tracking, compliance monitoring, documentation coordination, risk mitigation actions
Preferred skills
Bachelor's in Finance, Salesforce expertise, M365 proficiency
Technologies
BAC (Bank of America Business Capital), Salesforce, M365 (Word, Excel, PowerPoint, CoPilot), OBA, GFS, iCon, DDA platforms
Responsibilities
Resolve complex client-related issues for treasury accounts, manage risks related to ABL credit facilities, educate internal partners and external clients on ABL requirements, coordinate documentation and due diligence for credit transactions, track covenants and financial reporting, train entry-level product specialists, ensure bank systems have proper information for daily treasury transactions, execute risk mitigation actions
Seniority
Mid-level IC