Senior Loan Documentation Specialist

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

Job summary

Bank of America is seeking a Documentation Specialist to prepare and review loan documents, ensuring lien perfection and policy compliance. You will support loan administrators, coordinate with market leaders, and uphold world-class documentation accuracy across complex transactions.

You will partner with internal teams, vendors, and counsel to ensure timely funding and a smooth closing process in a dynamic banking environment, focusing on accuracy and compliance.

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.

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

Skills

Attention to Detail

Oral Communications

Written Communications

Data Entry

Time Management

Education

Bachelor's degree or equivalent loan administration experience

High School Diploma / GED

Tools

Loan IQ

HotDocs

Credit Center

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Bank of America is seeking a Documentation Specialist to prepare and review loan documents, ensuring lien perfection and policy compliance. You will support loan administrators, coordinate with market leaders, and uphold world-class documentation accuracy across complex transactions.

You will partner with internal teams, vendors, and counsel to ensure timely funding and a smooth closing process in a dynamic banking environment, focusing on accuracy and compliance.