Credit Support Associate I – Document Imaging

Bank of America

. Assist with tasks related to the credit process .

Posted 9/18/2026full-timeCharlotte • North Carolina • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates proficiency in financial reporting and credit process execution while effectively managing client onboarding and maintaining strong relationships with internal and external partners. Capable of utilizing tools such as EDR, GUS, and Adobe Acrobat to support systematic credit operations.

Highest-signal resume keywords

Financial ReportingClient OnboardingDocument ImagingMS Office ProficiencyProcess Ownership

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial AnalysisDocument ManagementCredit Process SupportPortfolio ManagementTime Management

Soft Skills

TeamworkRelationship BuildingIndependent WorkPrioritizationLeadership

Tools & Technologies

EDRGUSImageTrustAdobe Acrobat Standard

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Credit ProcessClient EngagementFinancial PackagesCollateral ManagementBusiness Partnerships

About the role

Key responsibilities & impact

Assist with tasks related to the credit process
Monitor 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
Maintain current knowledge of bank policies, procedures, and systems
Accurately image documents related to new and renewal deals
Monitor documents and internally created monitoring documents
Build and maintain relationships with client teams and internal business partners
Upload and link documents to GUS deals accurately and timely when necessary
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
Ability 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 be able to work 40 hours per week on 1st shift

Benefits

Comp & perks

Affordable, competitive, and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Career development opportunities
In-office flexibility based on role-specific responsibilities and business needs