Wholesale Credit Admin Associate II

Bank of America

. Assist with moderate to complex tasks related to the credit process .

Posted 9/15/2026full-timeChicago • Illinois • United StatesJuniorMid-Level💰 $28 - $48 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Commercial and Wholesale Credit Lending, including credit documentation verification and portfolio management support. Proficient in financial analysis, client onboarding, and compliance with bank policies and procedures.

Highest-signal resume keywords

Commercial And Wholesale Credit LendingCredit Documentation VerificationFinancial AnalysisMicrosoft ExcelPortfolio Management Support

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Credit GuidelinesLending ProceduresUnderwriting SystemsCredit Approval DocumentsFinancial ReportingCollateral ManagementData Discrepancy ResolutionCredit Facility ReviewFinancial Package CollectionCredit Risk Activities

Soft Skills

Strong Organization SkillsEffective Communication SkillsAbility To Work Under PressureAdaptabilityTeam Collaboration

Tools & Technologies

Microsoft PowerPoint

Industry Keywords

Institutional BankingCommercial LendingLending ProductsClient OnboardingCredit Process Execution

About the role

Key responsibilities & impact

Assist with moderate to complex tasks related to the credit process
Monitor financial reporting and support risk activities
Coordinate and resolve client onboarding issues as the first point of engagement for client teams
Support systematic execution of the credit process with managers, specified teams, and operations
Monitor financial package collection, maturities, annual reviews, financial analysis summaries, past-due payments, and failed covenants
Assist with complex client needs, including ordering payoff letters
Clear collateral exceptions to reduce legally binding exposure
Coordinate accurate and timely deals by engaging outside counsel, completing pre-close checklists, and connecting with fulfillment to book facilities
Support Credit Officers in managing portfolios, including reviewing global credit facilities
Create and process credit approval documents for new, renewed, and amended loan, trading, and GTS facilities
Review credit approval documents for compliance with bank policies and procedures
Identify and resolve facility data discrepancies
Respond to and investigate inquiries from Credit Officers and business partners
Monitor and resolve facility document exceptions
Create, maintain, and monitor credit and financial events and manage exceptions
Maintain accurate document records
Help simplify and improve processes

Requirements

What you’ll need

3 years of experience in Commercial and Wholesale credit lending and portfolio management support
Knowledge of credit guidelines and lending procedures
Experience with underwriting systems
Credit documentation verification skills
Knowledge of commercial lending and commercial products
Strong organization and communication skills
Proficiency in Microsoft applications, including Excel and PowerPoint
Institutional banking experience and knowledge of lending products is an advantage
Bachelor’s degree preferred or equivalent experience
Strong written and oral communication skills
Ability to adapt to changing environments and responsibilities
Ability to learn processes, systems, and products quickly
Ability to work under pressure, meet deadlines, multitask, and manage competing priorities
Ability to escalate when needed
Ability to independently analyze complex issues and execute practical solutions
Ability to share information and ideas and identify best practices
Ability to work as part of a diverse team with reliability, flexibility, and professional communication
Ability to influence others and build relationships
Aptitude to take on additional ad hoc initiatives
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Benefits

Comp & perks

Discretionary incentive eligible; participation in the annual discretionary plan
Benefits eligible
Paid time off
Resources and support for employees
In-office culture with role-specific flexibility based on responsibilities and business needs
Opportunities to learn, grow, and make an impact