Loan Documentation & Collateral Specialist II

Bank of America; Jacksonville (FL); On-site; USD 42,000 - 66,000; Full time

Job summary

Bank of America in Jacksonville, FL seeks a Loan Administrator to monitor and manage collateral and loan documentation exceptions arising from new originations and modifications. You will validate documents, coordinate with partners, and drive timely resolution to reduce risk exposure.

The role requires experience with document review, strong proficiency in Microsoft Office and SharePoint, and the ability to work across multiple systems.

Qualifications

• Previous banking experience with credit, review of legal documents, or collateral-related documentation.
• Proficient in Microsoft Office applications (Word, Excel, PowerPoint) and SharePoint with strong organizational and communication skills.
• Ability to validate completeness and accuracy of a broad range of document types and to escalate concerns when needed.
• Strong analytical problem-solving skills; able to work in ambiguous situations and manage risk.

Responsibilities

• Navigates and researches across multiple systems of record (Loan IQ, Credit Center), workflow applications, online public records, and SharePoint-based tracking tools to support exception resolution activities.
• Manages a portfolio of collateral and documentation exceptions by monitoring inventory, assessing risk and exposure, prioritizing work based on due dates, and driving timely resolution through consistent follow-up.
• Reviews credit approvals, loan documentation, UCC filings, security agreements, title information, and other collateral records to assess exception validity and determine resolution paths.
• Analyzes collateral perfection, lien priority, and documentation requirements to support compliance with approved credit terms and regulatory standards.

Skills

Attention to Detail

Customer and Client Focus

Legal Structures and Legal Forms

Prioritization

Business Acumen

Critical Thinking

Data Collection and Entry

Oral Communications

Written Communications

Quality Assurance

Recording/Organizing Information

Risk Management

Education

High School Diploma or GED

Tools

Loan IQ

Credit Center

GFS

Lien Solutions

EDR

Job description

Bank of America in Jacksonville, FL seeks a Loan Administrator to monitor and manage collateral and loan documentation exceptions arising from new originations and modifications. You will validate documents, coordinate with partners, and drive timely resolution to reduce risk exposure.

The role requires experience with document review, strong proficiency in Microsoft Office and SharePoint, and the ability to work across multiple systems.