Document Administrator III - Syndicated & Corporate Lending

Bank of America; Charlotte (NC); Sur place; USD 65 000 - 90 000; Plein temps

Résumé du poste

Bank of America is seeking a Document Administrator to lead the pre‑closing and closing process for Corporate and Commercial lending units, ensuring lien perfection and accurate loan documentation. You will work with counsel and internal partners to ensure consistency with requirements and timely funding.

In this role, you will review complex loan documents, manage payments, and coordinate with Client Managers, Credit Officers, and external counsel to deliver seamless transactions across deals.

Qualifications

• 2+ years of experience with commercial lending.
• Familiarity with commercial credit or commercial loan terminology.
• Experience 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 in Windows, Excel, Word, and Outlook.
• Ability to work independently while balancing early escalation for seamless closing.
• Able to adapt in a quickly evolving environment.

Responsabilités

• Ensures that loan documentation and lien perfection meets bank policies and procedures and that work products are delivered accurately and timely.
• 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 other internal teams to ensure seamless execution of transactions.

Connaissances

Attention to Detail

Business Acumen

Customer and Client Focus

Due Diligence

Prioritization

Adaptability

Data Collection and Entry

Oral Communications

Research

Written Communications

Formation

High School Diploma / GED

Bachelor’s degree or equivalent loan administration experience

Description du poste

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!

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.

Line of Business Job Description

Syndicated and Corporate Lending Document Administrators lead the pre‑closing and closing process for Corporate and Commercial lending units, including Syndicated, Participation‑Bought and Direct Credit Facilities. Acting as the loan closer, the Document Administrator is responsible independently reviewing the loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements. Additionally, the loan closer manages the incoming and outgoing payments required from the Borrower and Lenders and books the new commitment, amendment, or restructure updates in the Loan IQ system of record. This role works closely with Client Manager, Credit and Portfolio Officers, Agency Management, Internal and External Legal Counsel and many internal operational support units to ensure seamless execution of transaction. Document Administrators demonstrate time schedule flexibility to accommodate deal closing requirements.

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!

Line of Business Job Description

Syndicated and Corporate Lending Document Administrators lead the pre‑closing and closing process for Corporate and Commercial lending units, including Syndicated, Participation‑Bought and Direct Credit Facilities. Acting as the loan closer, the Document Administrator is responsible independently reviewing the loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements. Additionally, the loan closer manages the incoming and outgoing payments required from the Borrower and Lenders and books the new commitment, amendment, or restructure updates in the Loan IQ system of record. This role works closely with Client Manager, Credit and Portfolio Officers, Agency Management, Internal and External Legal Counsel and many internal operational support units to ensure seamless execution of transaction. Document Administrators demonstrate time schedule flexibility to accommodate deal closing requirements.

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
• Finance, accounting, or mathematical background
• Experience with Loan IQ
• 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