Product Specialist I

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

• Perform financial and statistical analysis
• Conduct research and prepare support documentation and client presentation material
• Development/Maintenance of Regional Loan Syndication comparative transactions
• Assist with quarterly/periodic data reporting and analysis
• Preparation of quarterly business updates
• Assist with logistical and operational tasks associated with lender meetings and loan closings
• Works under the direction of more senior associates

• Demonstrates initiative/self-motivation/capacity to learn
• Possesses strong interpersonal skills
• Possesses strong analytical and modeling skills
• Possesses understanding of corporate financial statements
• Possesses understanding of financial covenants and basic structuring; familiar with credit agreements
• Demonstrates strong critical thinking
• Demonstrates the ability to independently make decisions
• Licensing required - Series 79 & 63 (will support the employee through registration process if needed)

• Commercial Credit experience recommended

• Analytical Thinking
• Customer and Client Focus
• Financial Forecasting and Modeling
• Financial Management
• Risk Management
• Causation Analysis
• Client Management
• Market Analysis
• Presentation Skills
• Relationship Building
• Data Management
• Project Management
• Result Orientation

• Undergraduate degree required. Accounting, Finance or equivalent experience