Global Credit Documentation Specialist II

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

Job summary

Bank of America seeks a Global Credit Operations professional to manage the fulfillment, servicing and protection of credit offerings for business banking and corporate clients. You will prepare and review documentation, ensure accuracy, and coordinate with vendors, legal counsel, and internal partners to close transactions.

Key duties include ensuring lien perfection, due diligence, and compliant loan documentation, while designing filing processes and supporting funding.

Qualifications

• 1 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 to handle multiple tasks while balancing quality and efficiency in a fast-paced environment.
• Ability to suggest approaches to meet client needs beyond strict procedures.
• Must navigate and toggle through various computer systems.
• Experience using 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 / Secondary School or equivalent

Tools

Microsoft Word

Microsoft Excel

Job description

Bank of America seeks a Global Credit Operations professional to manage the fulfillment, servicing and protection of credit offerings for business banking and corporate clients. You will prepare and review documentation, ensure accuracy, and coordinate with vendors, legal counsel, and internal partners to close transactions.

Key duties include ensuring lien perfection, due diligence, and compliant loan documentation, while designing filing processes and supporting funding.