Documentation Administrator II - Commercial Credit Fulfillment

Bank of America • Phoenix, AZ

2d • Onsite

About The Position

At Bank of America, the Documentation Administrator II prepares and reviews 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 coordinates with vendors, legal counsel, internal partners, and clients to help ensure accurate documentation and timely closings.

Within Global Credit Operations, this position supports the fulfillment, servicing, and protection of credit offerings for business banking, wealth management, commercial and corporate clients, and leasing and trade products. The role helps maintain accurate documentation and financial data in systems of record, deliver documents on time, and eliminate controllable rework.

Requirements

• At least 1 year of experience preparing, reviewing, and coordinating documentation for new and existing commercial credit facilities.
• At least 1 year of experience managing the end-to-end closing process, including due diligence requirements, documentation execution, funding readiness, and lien perfection activities.
• Experience partnering with legal counsel, clients, relationship teams, credit partners, and third-party vendors to facilitate successful and timely closings.
• Experience conducting and reviewing collateral due diligence activities, including UCC searches, title reviews, insurance verification, and environmental assessments.
• High School Diploma, GED, secondary school diploma, or equivalent.
• Skills in attention to detail, customer and client focus, data collection and entry, due diligence, prioritization, adaptability, business acumen, oral communication, written communication, and research.

Nice To Haves

• Bachelor's degree or equivalent work experience.
• Experience with commercial lending platforms such as LoanIQ, HotDocs, or Credit Center.
• Commercial real estate lending experience.
• Paralegal experience.
• Knowledge of commercial credit operations and loan closing processes.

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 required research to ensure documentation reflects the appropriate transaction information and avoids controllable rework.
• Review loan approvals and counsel-prepared loan documents for consistency and adherence to requirements.
• Design and maintain a filing and organizational process that supports 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 smoothly.
• Prepare, review, and coordinate documentation for new and existing commercial credit facilities.
• Manage the end-to-end closing process, including due diligence, document execution, funding readiness, and lien perfection activities.
• Conduct and review collateral due diligence, including UCC searches, title reviews, insurance verification, and environmental assessments.

Benefits

• Affordable, competitive, and flexible benefits supporting teammates’ physical, emotional, and financial wellness.

What This Job Offers

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