Syndicated Lending: Doc & Closing Specialist

Bank of America; Charlotte (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America is seeking a Document Administrator to lead the pre‑closing and closing process for Corporate and Commercial lending units, ensuring lien perfection and accurate loan documentation. You will work with counsel and internal partners to ensure consistency with requirements and timely funding.

In this role, you will review complex loan documents, manage payments, and coordinate with Client Managers, Credit Officers, and external counsel to deliver seamless transactions across deals.

Qualifications

• 2+ years of experience with commercial lending.
• Familiarity with commercial credit or commercial loan terminology.
• Experience 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 in Windows, Excel, Word, and Outlook.
• Ability to work independently while balancing early escalation for seamless closing.
• Able to adapt in a quickly evolving environment.

Responsibilities

• Ensures that loan documentation and lien perfection meets bank policies and procedures and that work products are delivered accurately and timely.
• 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 other internal teams 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

Bachelor’s degree or equivalent loan administration experience

Job description

Bank of America is seeking a Document Administrator to lead the pre‑closing and closing process for Corporate and Commercial lending units, ensuring lien perfection and accurate loan documentation. You will work with counsel and internal partners to ensure consistency with requirements and timely funding.

In this role, you will review complex loan documents, manage payments, and coordinate with Client Managers, Credit Officers, and external counsel to deliver seamless transactions across deals.