Senior Operations Consultant - (Loans/Agency Documentation Lending Fulfillment Specialist)

Bank of America; Bromley, Hertsmere; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Loans/Agency Documentation Lending Fulfillment Specialist to join their Bromley office. This role is pivotal in preparing and reviewing loan documentation, ensuring compliance with bank policies, and facilitating smooth closings with clients. With a focus on collaboration, you will work alongside legal counsel and various partners to ensure accurate documentation. The company values diversity and inclusion, offering a supportive environment where you can thrive and grow your career. If you are detail-oriented and possess strong organizational skills, this opportunity is perfect for you.

Benefits

Private healthcare

Competitive pension

20 days of backup childcare

Flexible benefits

Emotional wellbeing helpline

Employee Assistance Program

Charitable donation options

Arts & Culture memberships

Community volunteering opportunities

Qualifications

• Experience in Loan Administration and Agency Documentation is crucial.
• Familiarity with Loan IQ and strong customer focus are preferred.

Responsibilities

• Ensure loan documentation accuracy and timely delivery.
• Lead due diligence and monitor documentation for a specific market segment.
• Collaborate with various teams for seamless transaction execution.

Skills

Loan Administration

Loan product knowledge

Loan IQ

Customer focus

Microsoft Excel

Data collection and entry

Job description

Job Description:

Job Title: Loans/Agency Documentation Lending Fulfillment Specialist

Corporate Title: Up to VP

Location: Bromley

Company Overview:

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 a diverse and 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.

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

Location Overview:

Join our bustling Bromley office, situated in one of London’s greenest boroughs. Here you’ll find plentiful and easy commuting routes, with central London just 15 minutes away by train.

Role Description:

This role involves preparing and reviewing documentation according to the bank's policies to facilitate closings with clients and ensure lien perfection. Responsibilities include working on complex documentation, supporting Loan Administrators, and assisting the Market Leader with workflow and quality assurance. The role requires collaboration with vendors, legal counsel, line partners, and clients to ensure accurate documentation.

Responsibilities:

1. Ensure loan documentation and lien perfection meet bank policies and are delivered accurately and timely.
2. Lead documentation, due diligence, collateral perfection, and monitoring for a specific market segment.
3. Review documents for accuracy, timely delivery, and research requirements to reflect transactional information and reduce rework.
4. Review loan approval and documents prepared by counsel for consistency and compliance.
5. Design an organized filing process to support financial booking and initial funding.
6. Collaborate with Client Managers, Credit Officers, legal counsel, and operational units for seamless transaction execution.

What we are looking for:

• Loan Administration/Loans & Agency Documentation experience
• Loan product knowledge (preferable)
• Loan IQ experience (preferable)
• Customer and client focus
• Microsoft Excel skills (advantageous)
• Data collection and entry skills

Skills that will help:

• Excellent organizational and prioritization skills
• Strong communication skills at all levels
• Attention to detail

Benefits of working at Bank of America:

UK:

• Private healthcare and annual health screen for you and family, with options to include partners.
• Competitive pension, life assurance, and income protection.
• 20 days of backup childcare and adult care support annually.
• Flexible benefits including wellbeing accounts, travel insurance, and critical illness cover.
• Access to emotional wellbeing helpline, mental health first aiders, and virtual GP services.
• Confidential Employee Assistance Program.
• Charitable donation options with company matching.
• Access to Arts & Culture memberships and cultural discounts.
• Community volunteering opportunities.

Bank of America:

We prioritize good conduct, sound judgment, and individual accountability to manage conduct risk effectively. We are committed to equal opportunity employment and accessible recruitment processes. We encourage candidates to inform us of any adjustment needs during the application process.