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Credit Support Associate I – Document Imaging
Bank of America. Assist with tasks related to the credit process .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong organizational skills and the ability to manage multiple time-sensitive assignments while supporting the credit process and client onboarding. Proficient in financial analysis and document management, with a focus on building relationships across teams and ensuring compliance with bank policies.
Highest-signal resume keywords
Financial AnalysisDocument ImagingMS Office ProficiencyClient Relationship ManagementProcess Ownership
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ReportingCredit Process SupportDocument ManagementPortfolio ManagementFinancial Package CollectionMaturity MonitoringAnnual ReviewsCollateral Exception ClearancePre-Close ChecklistsGUS Deal Monitoring
Soft Skills
Well OrganizedIndependent WorkTime ManagementTeamworkLeadership
Tools & Technologies
EDRGUSImageTrustAdobe Acrobat Standard
Certifications & Qualifications
High School DiplomaGEDBachelor’s Degree (Desired)
Industry Keywords
Credit ProcessClient OnboardingRisk ActivitiesFinancial Analysis SummariesBusiness-Critical Activities
About the role
Key responsibilities & impact- Assist with tasks related to the credit process
- Support risk activities, including monitoring financial reporting
- Coordinate client onboarding as the first point of engagement for client teams
- Support systematic execution of the credit process with managers, specified teams, and operations
- Work with Enterprise Credit associates and stay current on bank policies, procedures, and systems
- Accurately image documents related to new and renewal deals and internally created monitoring documents
- Monitor documents and upload and link them to GUS deals when necessary
- Build and maintain relationships with client teams and internal business partners
- Support portfolio management through financial package collection, maturities, annual reviews, financial analysis summaries, past due payments, and failed covenants
- Assist with client needs such as ordering payoff letters
- Clear collateral exceptions to reduce legally binding exposure
- Coordinate deals by engaging outside counsel, assisting with pre-close checklists, and connecting with fulfillment to book facilities in the system of record
Requirements
What you’ll need- High School Diploma / GED / Secondary School or equivalent
- Accurately image documents according to the Universal Document List
- Proficiency with MS Office Applications, especially Excel and Word
- Well organized and able to work independently with minimal management oversight
- Ability to manage multiple assignments simultaneously and meet deadlines
- Ability to prioritize numerous time-sensitive and business-critical activities
- Ability to build partnerships across the organization
- Strong ownership of process, leadership, and teamwork
- System knowledge of EDR, GUS, ImageTrust, and Adobe Acrobat Standard is desired
- Bachelor’s Degree is desired
- Must work 1st shift in the United States of America
- 40 hours per week
Benefits
Comp & perks- Affordable, competitive, and flexible benefits
- Support for physical, emotional, and financial wellness
- Opportunities to learn, grow, and make an impact
- In-office flexibility based on role-specific responsibilities and business needs