Documentation Administrator II - Commercial Credit Fulfillment

Bank of America; Chandler (AZ); Vor Ort; USD 70.000 - 100.000; Vollzeit

Zusammenfassung

Bank of America in Chandler, AZ seeks an experienced Documentation Specialist within Global Credit Operations to prepare and review loan documentation and support closings. You will interface with legal counsel, clients, and vendors to ensure accurate, timely filings and funding readiness.

The role emphasizes due diligence, lien perfection, and coordination across internal teams to minimize rework and uphold policy standards.

Qualifikationen

• Minimum 1 year of proven experience with preparing, review, and coordinate documentation for new and existing commercial credit facilities.
• Minimum of 1 year of proven experience managing the end-to-end closing process, including due diligence requirements, documentation execution, funding readiness, and lien perfection activities.
• Proven experience partnering with legal counsel, clients, relationship teams, credit partners, and third-party vendors to facilitate successful and timely closings.
• Conduct and review collateral due diligence activities, including UCC searches, title reviews, insurance verification, and environmental assessments.

Aufgaben

• 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

Kenntnisse

Attention to Detail

Customer and Client Focus

Data Collection and Entry

Due Diligence

Prioritization

Adaptability

Business Acumen

Oral Communications

Written Communications

Research

Ausbildung

Bachelor's degree or equivalent work experience

High School Diploma / GED / Secondary School or equivalent

Jobbeschreibung

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.

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’s 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 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.

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 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

• Minimum 1 year of proven experience with preparing, review, and coordinate documentation for new and existing commercial credit facilities.
• Minimum of 1 year of proven experience managing the end‑to‑end closing process, including due diligence requirements, documentation execution, funding readiness, and lien perfection activities.
• Proven experience partnering with legal counsel, clients, relationship teams, credit partners, and third‑party vendors to facilitate successful and timely closings.
• Conduct and review collateral due diligence activities, including UCC searches, title reviews, insurance verification, and environmental assessments.

Skills

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

Preferred Qualifications

• Bachelor's degree or equivalent work experience.
• Experience with commercial lending platforms such as LoanIQ, HotDocs, or Credit Center.
• Commercial real estate lending experience.
• Paralegal experience.
• Knowledge of commercial credit operations and loan closing processes.

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

Shift

1st shift (United States of America)

Hours Per Week

40