Bank of America Leasing Sales Support in San Francisco, California

Job Description:

Associate at this level is responsible for establishing and maintaining strategic relationships with the designated Originations team in support of the line of business:

  • Performs client/prospect/industry sector research

  • Drafts proposal letters and term sheets

  • Develops pitch books

  • Provides systems support to designated Originations team

  • General liaison with clients/bankers

  • Processes awarded deals through internal system and monitors to ensure expeditious underwriting, documentation and funding of transactions.

  • Acts in the capacity of a program manager for the processing of periodic funding under master lease lines.

Required Education:

  • Bachelor’s degree – accounting, finance, economics, math or other business concentration.

Prior Work Experience:

  • Minimum of 5+ years of experience in the financial services industry with responsibility for processing and closing equipment financing transactions. Experience in leasing and secured lending products/solutions preferred.

Required Skills:

  • Broad knowledge of leasing and secured lending products/solutions

  • General knowledge in tax accounting, financial accounting, asset valuation and commercial/tax/bankruptcy law

  • Strong analytical and financial analysis skills

  • Strong communication skills

  • Results oriented -- ability to accomplish objectives within a specified time frame

  • Strong attention to detail

  • Works effectively, both as a team member and independently

  • Proficiency with MS Office software applications

  • Exhibits professional maturity, strong interpersonal skills and client focus

  • Nominal travel

  • Location – Charlotte, Boston, Providence or San Francisco

Bank of America will consider for employment qualified applicants with criminal histories consistent with San Francisco ordinance 17-14 and federal law applicable to Bank of America.

Posting Date : 04/09/2018

Location :


Boston, MA, 100 FEDERAL ST (MA5100),


Providence, RI, 1 FINANCIAL PLZ (RI1537),

  • United States

Travel : Yes, 10% of the time

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

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