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Operations Consultant/Documentation Administrator (Leasing and Equipment Finance) - Chicago, IL

Bank of America

Bank of America

Accounting & Finance, Operations
Chicago, IL, USA · United States · Remote
Posted on Apr 28, 2025

Job Description:

Responsible for the day-to-day resolution of complex problems and the execution of complex transactions for a single site/business unit or smaller business unit(s), including research. Participates in the design, development and implementation of complex products, systems and services in an operations environment. May manage projects and direct activities of a team related to special initiatives of an operations nature. Should function as the technical expert in their assigned area. Major accountabilities are based on individual expertise and capabilities. Should have in-depth understanding of the business unit's operations processes and implications on other groups within the operations function and other divisions within the company. Knowledge acquired through increasingly responsible operations analysis work. Clearly recognized as a content expert by peers. Bachelor degree or equivalent preferred. Individual typically has 3-5 years of experience.

Responsibilities:

  • Independently coordinate preparation and review of loan/lease documentation, funding and set-up on system of record

  • Responsible for providing a consistently high level of service to Vendors/Customers in a timely manner

  • Performing assigned tasks quickly and efficiently, responding to requests for information, communicating issues to appropriate parties and ensuring that responses to customers are prompt, professional and courteous

  • Interface on a daily basis with underwriters, portfolio managers, customers and other internal business partners

  • Update Exceptions Tracking System for receipt of lease/loan monitoring requirements

  • Interface with Records Administration to assure proper routing and scanning of documents

  • Exception escalation/reporting/resolution in conjunction with Credit Team and external business partners

  • Utilization and review of a variety of systems and reporting tools that are required in the support of all above-mentioned tasks

  • Special projects as required

Required Skills:

  • 3-5 years of commercial lease/loan documentation experience along with required business partner interaction

  • Highly proficient in Word and Excel

  • Detailed oriented and strong ability to multi-task in a fast paced environment

  • Self-starter with excellent verbal, written, and people skills

Desired Skills:

  • Experience with Uniform Commercial Code

  • Previous experience with Motor vehicle titles

  • Commercial Insurance experience

  • Knowledge of Supertrump, and T-Value

Shift:

1st shift (United States of America)

Hours Per Week:

40