Document Administrator II - Commercial Credit Fulfillment

Bank of America • Waltham, MA

1d • Onsite

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, internal partners, and clients to ensure accurate documentation. It maintains the accuracy of documentation and financial data in the system of record, delivers documents on time, and helps eliminate controllable rework. The position is based at the Waltham, Massachusetts location and follows a first-shift schedule of 40 hours per week.

Requirements

• High school diploma, GED, secondary school education, or equivalent.
• 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.
• Attention to detail, customer and client focus, data collection and entry, due diligence, prioritization, adaptability, business acumen, oral communication, written communication, and 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 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.
• Check documents for accuracy, timely delivery, and required research so they reflect the appropriate transaction information and avoid 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 support seamless transaction execution.

Benefits

• Benefits eligibility
• Access to paid time off
• Resources and support for employees

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED