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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
 

Job Description:
This job is responsible for handling moderately complex legal documents; knowledge of a subset of documents necessary to provide thorough responses on behalf of the bank to 3rd parties. Key responsibilities include interpretation, sound judgment, informed decisions, restricting accounts, and compliance with state, federal requirements and privacy laws. Job expectations include maintaining caseload and adherence to production, quality requirements and required deadlines.

Responsibilities:

Accurately interprets legal documentsManages Caseload effectivelySubmits timely accurate responses to legal mattersCommunicates effectively with external third partiesMakes decisions with minimal supportReview complex legal documents and interpret document scope to determine what accounts and bank records are responsive to the subpoena.Review of documents includes ability to apply state and federal laws to maintain compliance with proper service, customer notification requirements, and compliance with Right to Financial Privacy ActRole requires ability to navigate dozens of systems to research and acquire responsive documents.Frequent interactions with Law Enforcement, agencies, and attorneys to negotiate scope, court appearances, and reasonable due dates for delivery.Advanced organizational skills to maintain a large caseload of case with multiple moving parts.

Required skills:Previous Portfolio Management experience1-2 years' experience with MS SuiteLegal or court backgroundFamiliar with Bank of America systemsHighly organized, quick thinker

Skills:

Attention to DetailOrganizational EffectivenessResearchAnalytical ThinkingBusiness AcumenInterpret Relevant Laws, Rules, and RegulationsPipeline ManagementRisk ManagementMust understand bank products and location of responsive documents. Professional Demeanor: Demonstrating patience, composure, and client service attitude.Organizational skills and the importance of being detailed oriented         Problem Solving and Decision Making Skills: Thinking analytically, using diverse research skills, applying past experiences to problem resolution, developing multiple resolutions, knowing how to and where to go to resolve problems.      Flexibility and Adeptness: Handling multiple projects and daily tasks adjust to a changing environment adept to new approaches that improve overall work efficiency and effectiveness.Initiative: Identify process improvements, demonstrate a “self-starter” behavior and a willingness to help others, and show potential to require minimal supervision.Communication Skills: Communicate effectively both written and verbal, tailor communications to audience, actively listen and follow-up with questions and updates to involved parties.

Shift:

1st shift (United States of America)

Hours Per Week: 

40