Document Administrator I
Bank of America
full-time
Posted on:
Location Type: Office
Location: Plano • North Carolina, Texas • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- Responsible for the fulfillment, servicing and protection of credit offerings for business banking, Global Wealth & Investment Management (GWIM), commercial and corporate clients as well as leasing and trade products.
- Preparing and reviewing documentation in accordance with the bank's policies and procedures to facilitate closings with the client.
- Ensures that loan documentation and lien perfection meet bank policies and procedures and that work products are delivered in an accurately and timely manner.
- Supports documentation reviews, due diligence activities, collateral perfection, and the 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.
- Assists with reviewing the loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements.
Requirements
- Minimum of 2 years of experience in loan documentation review, administrative support, client or customer service support, document control, or records management
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
- Basic understanding of file formats (PDF, DOCX, XLSX) and scanning tools
- Ability to learn and use internal systems and databases
Benefits
- health insurance
- retirement plans
- paid time off
- flexible work arrangements
- professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
loan documentation reviewdocument controlrecords managementdue diligencecollateral perfectiontransactional information accuracy
Soft skills
client service supportadministrative supportattention to detailtimely deliveryresearch skills