Project Consultant I - Practice Solutions
Company: Bank of America
Location: Westerville
Posted on: April 1, 2026
|
|
|
Job Description:
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: Leads the effort in the pre-closing and
closing process on complex real estate loans, including
construction, term, lines of credit, and letters of credit, some of
which may be syndicated. Independently reviews loan approval and
loan documents prepared by counsel to ensure consistency and
adherence to requirements. Works closely with Relationship Account
Officer, borrower, counsel, construction consultants and title
companies. Monitors documentation requirements. Responsible for
managing construction draw process, including reviewing
construction draw packages, identifying and helping to resolve
construction and title issues, keeping accurate records of loan
budget, and ensuring loan is in balance in accordance with
approval. Preferred three or more years of previous real estate
loan administration experience or real estate paralegal experience;
proficient computer skills, including Windows, Excel, Word and
Outlook; excellent written and verbal communication skills;
effective problem solving skills. Responsibilities: Manages backlog
of startup healthcare clients during the project phase of loan
process Processes 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 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 Minimum
Education Requirement: High School Diploma / GED / Secondary School
or equivalent Shift: 1st shift (United States of America) Hours Per
Week: 40
Keywords: Bank of America, Fairfield , Project Consultant I - Practice Solutions, Accounting, Auditing , Westerville, Ohio