Document Administrator II - Commercial Credit Fulfillment
About The Position
The Document Administrator II prepares and reviews commercial loan documentation in accordance with bank policies and procedures to facilitate client closings. The role handles routine to more complex documentation as assigned by the Market Leader or designee and works with vendors, legal counsel, line partners, and clients to ensure accurate documentation. The position is responsible for maintaining the accuracy of documentation and system-of-record financial data, delivering documents on time, and eliminating controllable rework. The role reviews documentation, performs due diligence and collateral perfection, monitors loan documentation for a specific market segment, and supports primary financial booking and initial loan funding through an organized filing process. The position works closely with Client Managers, Credit and Portfolio Officers, Agency Management, internal and external legal counsel, and operational support teams. This is an in-office role in Waltham, Massachusetts, scheduled for first shift and 40 hours per week.
Requirements
- Proficiency with Microsoft Office applications, including Word, Excel, PowerPoint, Outlook, and OneNote.
- Ability to analyze information, identify issues, and drive resolution while complying with established policies and procedures.
- High school diploma, GED, secondary school education, or equivalent.
- Attention to detail.
- Customer and client focus.
- Data collection and entry skills.
- Due diligence skills.
- Prioritization skills.
- Adaptability.
- Business acumen.
- Oral communication skills.
- Written communication skills.
- Research skills.
Nice To Haves
- Experience preparing, reviewing, or managing commercial loan documentation.
- Knowledge of collateral due diligence requirements, including UCC searches, title reviews, insurance requirements, and environmental due diligence.
- Experience in banking, financial services, legal operations, or a related industry.
- Experience with commercial lending platforms such as LoanIQ, HotDocs, or Credit Center.
- Paralegal experience.
- Knowledge of commercial credit operations and loan closing processes.
- Curiosity and willingness to use emerging technologies, including AI-powered tools such as Microsoft Copilot, to improve efficiency, accuracy, and the client experience.
- Interest in professional growth, leadership development, and continuous learning.
Responsibilities
- Ensure loan documentation and lien perfection meet bank policies and procedures, and deliver work products accurately and on time.
- Review documentation, perform due diligence and collateral perfection, and monitor loan documentation for a specific market segment.
- Review documents for accuracy, timely delivery, and necessary research requirements to ensure they reflect appropriate transaction information and eliminate controllable rework.
- Review loan approvals and counsel-prepared loan documents for consistency and adherence to requirements.
- Design a robust filing and organizational process to support primary financial booking and initial loan funding.
- Work with Client Managers, Credit and Portfolio Officers, Agency Management, internal and external legal counsel, and internal operational support units to execute transactions seamlessly.
Benefits
- Benefits eligibility
- Paid time off
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
