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Practice Solutions - Project Consultant II

Company:
Bank of America
Location:
Westerville, OH
Posted:
May 16, 2024
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Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:

Works closely with clients, business partners, external parties and manages complex COI relationships. Responsible for managing construction draw process, identifying and helping to resolve construction issues, keeping accurate records of loan budget, assets, risk mitigation, monitoring documentation requirements and ensuring loan balance is maintained. Candidate can work independently, should have maintained 95% or better of in post audit status and final funding scorecard. Preferred college graduate, proficient computer skills, including Windows, Excel, Word and Outlook; must be organized and have ability to manage time efficiently; excellent written and verbal communication skills

Responsibilities:

Manages backlog of established/complex healthcare clients during the project phase of loan process

Process disbursements on behalf of clients

Communicates frequently with internal/external partners and clients

Identifies and delivers to client’s needs through loan closing process

Collects required documentation from client based on loan conditions

Engages in additional responsibilities and mentorship opportunities within the team

Skills:

Client Experience Branding

Client Solutions Advisory

Collaboration

Customer and Client Focus

Record Keeping

Account Management

Adaptability

Required Qualifications:

Proficient computer skills

Strong decision-making skills and problem-solving skills

Excellent verbal and written communication skills

Strong customer service skills

Desired Qualifications:

Three or more years of previous real estate loan administration experience or real estate paralegal experience

Ability to learn and adapt to ongoing changes and new technology platforms

Experience in receiving and implementing performance feedback and coaching

Self-motivated and results-oriented with excellent organizational skills

Experience deepening relationships over the phone with clients

Shift:1st shift (United States of America)

Hours Per Week: 40

24016734

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