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

Bank of America; London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial institution in Bromley is seeking a Loans/Agency Documentation Lending Fulfilment Specialist. The role involves preparing and reviewing loan documentation, ensuring compliance with policies and procedures, and coordinating with various departments for seamless transaction execution. Ideal candidates will have experience in loan administration and strong organizational skills, along with excellent communication abilities. This position offers a competitive compensation package with various benefits.

Benefits

Private healthcare for you and your family

Competitive pension plan

20 days of back-up childcare

Flexible benefits options

Emotional wellbeing helpline

Employee Assistance Program

Qualifications

• Experience in loan administration or agency documentation.
• Preferable knowledge of loan products.
• Ability to ensure accuracy and timely delivery of documentation.

Responsibilities

• Ensure loan documentation meets bank policies.
• Review documents for accuracy and consistency.
• Design filing and organizational processes for financial booking.

Skills

Loan Administration/ Loans & Agency Documentation Experience

Customer and Client Focus

Microsoft Excel

Data Collection and Entry

Tools

Loan IQ

Job description

Overview

Job Title: Loans/Agency Documentation Lending Fulfilment 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 job is responsible for preparing and reviewing documentation in accordance with the bank's policies and procedures to facilitate closings with the client and ensure lien perfection. Key responsibilities include working on highly complex documentation, supporting Loan Administrators with their primary responsibilities, and assisting the Market Leader in directing workflow and performing quality assurance. Job expectations include working with company vendors, legal counsel, line partners, and clients to ensure world class documentation accuracy.

Responsibilities

• You will be ensuring that loan documentation meets the bank policies and procedures and are delivered in an accurately and timely manner
• 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 that are 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

What we are looking for

• Loan Administration/ Loans & Agency Documentation Experience Essential
• Loan product knowledge preferable
• Loan IQ Experience
• Customer and Client Focus
• Microsoft Excel experience will be an advantage
• Data Collection and Entry

Skills that will help

• Excellent organisational and prioritisation skills
• Excellent communication skills at all levels
• Attention to detail

Benefits of working at Bank of America

• UK
• Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner
• Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons
• 20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum
• The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc.
• Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services.
• Access to an Employee Assistance Program for confidential support and help for everyday matters
• Ability to donate to charities of your choice directly through payroll and the bank will match your contribution
• Opportunity to access our Arts & Culture corporate membership program and receive discounted entry to some of the UK’s most iconic cultural institutions and exhibitions.
• Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.

Bank of America:

Good conduct and sound judgment is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well.

We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience.

We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.