Syndicated & Corporate Lending Document Specialist

Bank of America; Plano (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

Bank of America is seeking a Document Administrator for Syndicated and Corporate Lending to lead pre-closing and closing processes, review loan documents with counsel, ensure lien perfection, and manage payments from Borrowers and Lenders in Loan IQ.

You will collaborate with Client Managers, Credit and Portfolio Officers, agency management, and internal/external legal counsel to ensure accurate, timely closings in a dynamic environment.

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

Business Acumen

Customer and Client Focus

Due Diligence

Prioritization

Adaptability

Data Collection and Entry

Oral Communications

Research

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree or equivalent loan administration experience

Tools

Loan IQ

Job description

Bank of America is seeking a Document Administrator for Syndicated and Corporate Lending to lead pre-closing and closing processes, review loan documents with counsel, ensure lien perfection, and manage payments from Borrowers and Lenders in Loan IQ.

You will collaborate with Client Managers, Credit and Portfolio Officers, agency management, and internal/external legal counsel to ensure accurate, timely closings in a dynamic environment.