Agency Management Officer II

Primary contact/coordinator for internal and external business partner and issuer requests and inquiries related to moderately complex syndicated or club credit facilities for which Bank of America acts as Administrative Agent.  Has solid knowledge and understanding of credit products and syndication process and governing documents including complex agreements and ancillary documents related to moderately complex unsecured/secured credits and troubled deals.  With minimum supervision, reviews and comments on loan agreement drafts for clarity, agency issues, and operational feasibility to ensure that final documents are workable for all parties; closes new deals, amendments, waivers, and consents.  Proactively identifies and resolves complex issues related to portfolio; highly complex situations may require assistance of experienced Agency Management Officer or Team Leader.  Demonstrates good judgment and seeks advice appropriately.  Maintains database of deal-specific contacts; disseminates financial/compliance information; impartially communicates with investors; works with counsel (in-house and outside); arranges meetings for issuer/investors.  Has mastered the Agency Management Officer (AMO) role and is client focused and respected by associates.  Demonstrates potential to grow into more senior leadership role.  Adept at prioritizing workload.  Associate possesses 3 to 5 years of AMO or related experience.

 

 



Required Skills:

? Exhibits commitment to and mastery of Agency Management Officer role; fully understands where role fits within Credit Services Organization and institution as a whole

? Demonstrates solid knowledge of credit products and technical skills including operational feasibility and agency issues

? Good grasp of syndicated/club deal loan process

? Fully understands and is capable of giving value-added comments on loan documents including credit agreement, ancillary documents, and satisfaction of conditions precedent to closing

? Respected by other associates and is capable of mentoring less experienced AMOs

? Demonstrates initiative with regard to increasing own knowledge and assuming additional responsibility

? Capable of effectively managing multiple, competing priorities in portfolio of moderately complex deals, including SAG credits, while participating in other projects

? Acts with minimum supervision but seeks advice appropriately

? Demonstrates potential to grow into more senior leadership role

? Well versed in and follows bank’s and unit’s policies and procedures

? Good business acumen

? Works well independently and as a team member

? Meets Performance Attributes shown in Appendix A

 

? Critical thinker with broad and deep business acumen

? Communicates effectively, clearly and crisply

? Exhibits well-honed negotiating skills; possesses high level of ability to influence resolution of critical issues

? Possess superior networking skills and knowledge of “how to get things done”

? Using a well disciplined approach, strategically analyzes issues and proposes appropriate solutions

? Exhibits professional maturity

? Strong commitment to institution and providing world class client service

? Shows promise of being solid manager given demonstrated leadership, mentoring, and coaching skills

?   Advanced knowledge of credit, in-depth understanding of complex loan agreements, including complicated security documents and bankruptcy related, legal, and regulatory matters

? Considered an expert not only with regard to agent-related issues but also on various banking, corporate and policy issues affecting the institution

? Capable of leading projects while managing portfolio of highly complex deals

? Consistently meets or exceeds Performance Attributes shown in Appendix A