Job Information
Bank of America Practice Solutions - Portfolio Business Development Officer in Westerville, Ohio
Practice Solutions - Portfolio Business Development Officer
Westerville, Ohio
Job 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:
This job is responsible for specializing in supporting loan retention, modifications, balloon maturities and payoffs for the Practice Solutions portfolio. The Portfolio Business Development Officer (PBDO) is responsible for client retention while having full discovery conversations to surround the client with the full product suite and resources of the bank to solve their business needs. The PBDO also fulfills credit opportunities, by collecting financials for submission to underwriting and assists through loan closing. PBDOs are measured on the ability to retain clients, and facilitate other servicing and business product needs.
Responsibilities: •
Works with underwriting and internal partners to fulfill portfolio retenion and new money credit request for Practice Solutions clients
Manage client payoff
Manage post-modification process request
Build relationships
Identifies banking product opportunities based on client's business needs
Skills:
Account Management
Business Development
Client Solutions Advisory
Referral Management
Analytical Thinking
Client Management
Credit Documentation Requirements
Market Analysis
Pipeline Management
Adaptability
Business Acumen
Record Keeping
Referral Identification
Relationship Building
Required Qualifications:
Excellent oral and written communication skills
Strong organizational skills
Proficient with computer applications, including Microsoft office (Excel and Word)
Desired Qualifications:
Knowledge of Practice Solutions Products, Processes and Procedures
Understanding of Practice Solutions Portfolio Procedures
Leadership skills
Analytical thinker
Shift:
1st shift (United States of America)
Hours Per Week:
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .
To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .