Financial Data and Reporting Operations Analyst - Enterprise Correspondence Operations

Overview

At Bank of America, we aim to help make financial lives better through connection, responsible growth, and a culture of care. We value inclusion and provide competitive benefits to support the wellness of our teammates and communities.

This role handles moderately complex operations processes related to credit disputes, escalations, and tax reporting. Responsibilities include analysis, research, reconciliation, data validation, and resolution of issues and customer requests that may carry higher risk within enterprise risk categories. The role involves transaction processing, research request resolution to clients, consumer reporting agencies, or taxing authorities, and consulting with management for support.

The Regulatory Mailing Services Analyst supports day-to-day delivery, reporting, and quality of regulatory client communications. Responsibilities include distribution accuracy, client inquiries, and project initiatives. The role collaborates with operations, product, and technology teams to support production, reconciliation, and compliance across trade confirmations, prospectuses, service notices, return mail, and electronic delivery. It provides a foundation in financial services operations and regulatory processes, participates in audit and risk activities, supports operational controls, and helps track key metrics.

The role contributes to maintaining and improving procedures and offers hands-on experience in process improvement and data-driven decision‑making. The ideal candidate is detail‑oriented, collaborative, and eager to learn, with comfort working with data, the ability to manage multiple priorities, and clear communication in a fast-paced environment.

Monday - Friday | 8:00 AM – 5:00 PM

• Performs moderately complex activities supporting credit disputes, escalations, and tax reporting while following established procedures and ensuring accurate, timely delivery.
• Researches and resolves moderately complex financial data requests or exceptions based on analysis of assembled data.
• Performs routine analytics, report creation, and exception processing.
• Identifies risk and opportunities for process improvement and Escalates risk concerns as appropriate.
• Provides quality service and support for internal partners and external clients.

• 2+ years of Operations or Brokerage experience.
• Comfort with data; proficiency in Excel (formulas, pivot tables, data manipulation) to organize, analyze, and report information.
• Strong organizational skills to manage multiple priorities in a fast-paced environment.
• Effective communication skills and ability to collaborate across teams and with external partners.
• Demonstrated integrity, emotional intelligence, teamwork, and accountability.
• Analytical mindset with the ability to interpret data to support decision‑making.
• Ability to learn quickly, adapt to new systems, and apply new concepts practically.
• Knowledge of or willingness to learn advanced reporting tools such as MIDAS, Oracle, and Tableau.

• Knowledge of trade settlement and prospectus fulfillment for paper and electronic document delivery.
• Familiarity with BOSS and KD screens.
• Confidence participating in team discussions and gradually taking on more ownership.
• Strong teamwork and interpersonal abilities with willingness to ask questions.

• Customer and Client Focus
• Oral and Written Communications
• Adaptability
• Attention to Detail
• Critical Thinking
• Problem Solving
• Active Listening
• Collaboration
• Result Orientation
• Stakeholder Management

Internal employees working from home may be eligible to apply; onsite work may be required per workplace policy. Pay range: $25.00 – $35.08 hourly, based on experience, education, and skill set. This role is salaried with base pay and is not incentive eligible. Benefits are eligible. We provide competitive benefits to support the well-being of our employees and communities.

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