Documentation Administrator III - Commercial Credit Fulfillment

Bank of America; Waltham (MA); On-site; USD 70,000 - 90,000; Full time

Job summary

Bank of America is seeking a Documentation Administrator II to join the Commercial Credit Fulfillment team. You will handle documentation and closing for complex credit facilities, collaborating with clients, counsel, and partners to ensure accuracy and compliance.

The role emphasizes attention to detail, ability to manage multiple tasks, and adapting to evolving processes and technologies, including AI-powered tools, to improve efficiency and client experience.

Qualifications

• Minimum of 2 yrs of Commercial loan documentation review.
• Proficiency with Microsoft Office applications (Word, Excel, PowerPoint, Outlook, OneNote).
• Ability to analyze information, identify issues, and drive resolution while ensuring compliance.

Responsibilities

• Prepare, review, and coordinate documentation for new and existing commercial credit facilities.
• Manage end-to-end closing process, including due diligence, execution, funding readiness, and lien perfection.
• Partner with legal counsel, clients, relationship teams, credit partners, and third-party vendors to facilitate closings.
• Conduct collateral due diligence: UCC searches, title reviews, insurance verification, and environmental assessments.
• Ensure data integrity within systems of record and supporting documentation.
• Identify and resolve issues that may impact transaction quality, compliance, or closing timelines.
• Maintain a high level of accuracy while managing multiple transactions and priorities.
• Contribute to process improvements to enhance efficiency, risk management, and client experience.

Skills

Communication skills

Time management

Attention to detail

Problem solving

Confidentiality

Team collaboration

Adaptability

Judgment

Client focus

Education

Bachelor's degree or equivalent work experience

High School Diploma / GED / Secondary School or equivalent

Tools

LoanIQ

HotDocs

Credit Center

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.

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!

About The Role

Join a high-performing Commercial Credit Fulfillment team responsible for delivering lending solutions to commercial clients. As a Documentation Administrator II, you will play a key role in managing the documentation and closing process for a variety of commercial credit transactions. Working closely with clients, legal counsel, relationship teams, and business partners, you will ensure transactions are executed accurately, efficiently, and in accordance with Bank policies and regulatory requirements. This role is ideal for professionals who are detail-oriented, client-focused, and energized by solving complex problems in a fast‑paced environment. You'll gain exposure to a broad range of commercial lending products while building expertise in documentation, risk management, transaction execution, and client delivery.

What You'll Do

• Prepare, review, and coordinate documentation for new and existing commercial credit facilities.
• Manage the end-to-end closing process, including due diligence requirements, documentation execution, funding readiness, and lien perfection activities.
• Partner 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.
• Ensure data integrity and accuracy within systems of record and supporting documentation.
• Identify and resolve issues that may impact transaction quality, compliance, or closing timelines.
• Maintain a high level of accuracy while managing multiple transactions and competing priorities.
• Contribute to process improvement initiatives that enhance efficiency, risk management, and the client experience.
• Support a collaborative team environment by sharing knowledge, fostering partnerships, and embracing evolving technologies and processes.

What Makes You Successful

• Strong written and verbal communication skills with the ability to effectively partner across multiple stakeholder groups.
• Proven ability to manage competing priorities and deliver high-quality work in a fast‑paced, deadline‑driven environment.
• Exceptional attention to detail and commitment to accuracy.
• Strong organization, time management, and problem‑solving capabilities.
• Ability to exercise sound judgment and maintain confidentiality when handling sensitive information.
• Client‑focused mindset with a commitment to delivering an exceptional experience.
• Adaptability and willingness to embrace changes in technology, processes, and business priorities.
• Demonstrated ability to influence, collaborate, and contribute positively within a team environment.

Required Qualifications

• Minimum of 2 yrs of Commercial loan documentation review
• Proficiency with Microsoft Office applications, including Word, Excel, PowerPoint, Outlook, and OneNote.
• Ability to analyze information, identify issues, and drive resolution while maintaining compliance with established policies and procedures.

Preferred Qualifications

• Knowledge of collateral due diligence requirements, including UCC searches, title reviews, insurance requirements, and environmental due diligence.
• Bachelor's degree or equivalent work experience.
• Experience in banking, financial services, legal operations, or a related industry.
• Experience with commercial lending platforms such as LoanIQ, HotDocs, or Credit Center.
• Paralegal experience.
• Knowledge of commercial credit operations and loan closing processes.
• Demonstrated curiosity and willingness to leverage emerging technologies, including AI‑powered tools such as Microsoft Copilot, to improve efficiency, accuracy, and the client experience.
• Demonstrated interest in professional growth, leadership development, and continuous learning.

Why Join Us

This role provides exposure to complex commercial credit transactions, cross‑functional partnerships, and opportunities to expand your expertise within a dynamic and evolving organization. You'll have the opportunity to build valuable skills, contribute to meaningful client outcomes, and grow your career within Commercial Credit Operations.

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40