Document Administrator II

Document Administrator II

Waltham, Massachusetts

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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 :

The Document Administrator II for the Fulfillment Team within Global Credit Operations will serve as the Business Banking "Loan Closing Coordinator" from a due diligence and documentation standpoint. The Document Administrator works with various business partners (clients, sales, credit underwriting, legal, and operations) to collect, review, and complete due diligence such as Insurance, UCC, Good Standing, Title, Collateral, etc. to ensure the loan documentation package is prepared correctly and ready to close on time for the client. Key responsibilities include documenting new facilities, amending existing facilities, and managing the closing process / due diligence requirements of commercial credit policy once engaged to Fulfillment. Effective communication and collaboration in the office with business partners, peers, and third-party vendors is essential to foster a cohesive environment.

Responsibilities :

Ensures that loan documentation and lien perfection meet bank policies and procedures and that work products are delivered in an accurately and timely manner

Reviews documentation, performs due diligence and collateral perfection, and monitors loan documentation for a specific market segment

Reviews documents for accuracy, timely delivery, and necessary research requirements to ensure documentation reflects the appropriate transactional information and elimination of controllable rework

Reviews the loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements

Designs a robust filing and organizational process to assist in completing primary financial booking and initial loan funding

Works closely with Client Managers, Credit and Portfolio Officers, Agency Management, internal and external legal counsel, and many internal operational support units to ensure seamless execution of transactions

Required Skills :

1 year of preparing legal loan documents or legal documentation review

2 years of financial services experience

Excellent communication skills both written and verbal and acts with urgency

Ability to professionally handle multiple tasks while balancing the need for both quality and efficiency in a fast-paced metric-centric environment is a necessity

Proficient working knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook, and OneNote)

Strong organizational skills with time management, and ability to manage multiple priorities under tight deadlines

Commitment to excellent internal and external customer service

Motivated, solution driven and creative thinker

Adapts and embraces change in technology, changes in policies and procedures

Demonstrates the ability to lead and fosters teamwork and change

Desired Skills :

College Degree preferred

Working knowledge of LoanIQ, HotDocs, and Credit Center

Commercial real estate loan experience

Paralegal experience is beneficial

Comprehension of commercial credit operations

Desire the commitment to take on leadership responsibilities and grow within the role

Skills : Attention to Detail

Customer and Client Focus

Data Collection and Entry

Due Diligence

Prioritization

Adaptability

Business Acumen

Oral Communications

Written Communications

Research

Minimum Education Requirement : High School Diploma / GED / Secondary School or equivalent

• It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment

Shift :

1st shift (United States of America)

Hours Per Week : 40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

View your "Know your Rights (https : / / www.eeoc.gov / sites / default / files / 2023-06 / 22-088_EEOC_KnowYourRights6.12.pdf) " poster.

View the LA County Fair Chance Ordinance (https : / / dcba.lacounty.gov / wp-content / uploads / 2024 / 08 / FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.