Document Administrator III

Bank of America; Jacksonville (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America is seeking a Documentation Specialist to prepare and review loan documents, ensuring lien perfection and policy compliance. You will support loan administrators, coordinate with market leaders, and uphold world-class documentation accuracy across complex transactions.

You will partner with internal teams, vendors, and counsel to ensure timely funding and a smooth closing process in a dynamic banking environment, focusing on accuracy and compliance.

Qualifications

• 2+ years of experience with commercial lending.
• Familiarity with commercial credit or commercial loan terminology.
• Experience with reading, interpreting, and analyzing complex legal documentation such as credit agreements, and amendments.
• Highly organized, proactive, and able to plan, prioritize and manage deliverables.
• Strong written and verbal communication skills; able to target messaging to different audiences.
• Effective problem-solving skills.
• Proficient computer skills, including Windows, Excel, Word, and Outlook.
• Can work independently while balancing early escalation to ensure seamless closing.
• Adapts well to a quickly evolving environment.

Responsibilities

• Ensures that loan documentation and lien perfection meets bank policies and procedures and that work products are delivered in an accurately and timely manner.
• Leads documentation, due diligence and collateral perfection, and monitoring of 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

Oral Communications

Written Communications

Data Entry

Time Management

Education

Bachelor's degree or equivalent loan administration experience

High School Diploma / GED

Tools

Loan IQ

HotDocs

Credit Center

Microsoft Excel

Microsoft Word

Microsoft Outlook

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

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.

LOB Description

Global Credit Operations (GCO) 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. Responsibilities: Ensures that loan documentation and lien perfection meets bank policies and procedures and that work products are delivered in an accurately and timely manner Leads documentation, due diligence and collateral perfection, and monitoring of 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

Responsibilities

• Ensures that loan documentation and lien perfection meets bank policies and procedures and that work products are delivered in an accurately and timely manner
• Leads documentation, due diligence and collateral perfection, and monitoring of 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 Qualifications

• 2+ years of experience with commercial lending
• Familiarity with commercial credit or commercial loan terminology
• Experience with reading, interpreting, and analyzing complex legal documentation such as credit agreements, and amendments
• Highly organized, proactive, and able to plan, prioritize and manage deliverables
• Strong written and verbal communication skills; able to target messaging to different audiences
• Effective problem-solving skills
• Proficient computer skills, including Windows, Excel, Word, and Outlook
• Can work independently while balancing early escalation to ensure seamless closing
• Adapts well to a quickly evolving environment.

Desired Qualifications

• Syndicated loan experience
• Experience with Loan IQ
• HotDocs, and Credit Center
• Bachelor’s degree or equivalent loan administration experience.

Skills

• Attention to Detail
• Business Acumen
• Customer and Client Focus
• Due Diligence
• Prioritization
• Adaptability
• Data Collection and Entry
• Oral Communications
• Research
• Written Communications

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

Shift

1st shift (United States of America)

Hours Per Week

40

Additional Information

Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.

Getting Started

Regardless of the position you are interested in, the starting points to building your resume are the same: 1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications. 2. Think about why you can do the job and make a list of your skills that are relative to the job. 3. Identify experiences or accomplishments that show your proficiency in the skills required for the job. 4. Summarize your abilities, accomplishments and skills into a brief, concise document.

Considerations when writing a resume

• Do be brief. Resumes should be 1-2 pages in length.
• Do be upbeat and active in your wording.
• Do emphasize what you have done clearly and concretely.
• Do be neat and well organized.
• Do have others proofread and critique your resume. Spell check. Make it error free.
• Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible.
• Don't be dishonest, always tell the truth about yourself in the most flattering light.
• Don't include salary history or requirements.
• Don't include references.
• Don't include accomplishments that do not support your professional goals.
• Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.)
• Don't use italics, underlining, shadows or other fancy treatments.

Seven steps to a successful interview

1. 1. Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview?
2. 2. Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available?
3. 3. Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight.
4. 4. Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down.
5. 5. Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks.
6. 6. Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease.
7. 7. Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage.

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