Document Administrator II

Bank of America; Jacksonville, Northern (FL, KY); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Bank of America in the United States is hiring for a Global Credit Operations role focused on loan documentation, filing, and funding processes for commercial and corporate clients.

You will work with Client Managers, Credit and Portfolio Officers, counsel, and internal teams to ensure accuracy, timely delivery, and compliance with bank policies.

This in-office position emphasizes collaboration, growth opportunities, and a client-focused environment.

Qualifications

• 1 year of experience with Commercial-Business Loan Documentation.
• Excellent written and oral communication skills.
• Ability to multitask in a fast-paced, metric-centric environment.
• Ability to suggest approaches to meet Client needs.
• Able to navigate and toggle through various computer systems.
• Experience with Microsoft Word and Excel.

Responsibilities

• Ensures that loan documentation and lien perfection meet bank policies and procedures and that work products are delivered accurately and timely.
• 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.

Skills

Attention to Detail

Customer and Client Focus

Data Collection and Entry

Due Diligence

Prioritization

Adaptability

Business Acumen

Oral Communications

Written Communications

Research

Education

High School Diploma / GED

Tools

Microsoft Word

Microsoft Excel

Job description

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

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

Job Description:
Global Credit Operations: Responsible for the fulfillment, servicing and protection of credit offerings for business banking, Global Wealth & Investment Management (GWIM), commercial and corporate clients as well as leasing and trade products. This job is responsible for preparing and reviewing documentation in accordance with bank policies and procedures to facilitate closings with the client. Key responsibilities include working on routine to more complex documentation as assigned by the Market Leader or designee and interfacing working with company vendors, legal counsel, line partners, and clients to ensure world-class documentation accuracy. Job expectations include maintaining accuracy of documentation and system of record financial data, delivering documents in a timely manner, and eliminating controllable rework.

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

Minimum Requirements:

• I year of experience with Commercial-Business Loan Documentation.
• Demonstrated history of employing excellent communication skills both written and oral in a previous job.
• Demonstrated ability professionally to handle multiple tasks while balancing the need for both quality and efficiency in a fast-paced metric-centric environment is a necessity
• Professional history of being able to suggest approaches to meet Client needs rather than relying strictly on procedures.
• Must be able to navigate and toggle through various computer systems
• Must have used Microsoft Word and Excel in prior employment

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

Shift: 1st shift (United States of America)

Hours Per Week: 40