Documentation Administrator III- Commercial Credit Fulfillment

Bank of America • Phoenix, AZ

4d • Onsite

About The Position

At Bank of America, the Documentation Administrator III supports Global Credit Operations, which fulfills, services, and protects credit offerings for business banking, Global Wealth & Investment Management, commercial and corporate clients, and leasing and trade products. The role prepares and reviews documentation in accordance with bank policies and procedures to facilitate client closings and ensure lien perfection. It handles highly complex documentation, supports Loan Administrators, and assists the Market Leader with workflow direction and quality assurance. The position works with company vendors, legal counsel, line partners, and clients to ensure accurate documentation and successful transaction execution.

Requirements

• High school diploma, GED, secondary school credential, or equivalent.
• Proven experience preparing, reviewing, and coordinating documentation for new and existing commercial credit facilities.
• Proven experience managing end-to-end closings, including due diligence requirements, documentation execution, funding readiness, and lien perfection activities.
• Ability to partner with legal counsel, clients, relationship teams, credit partners, and third-party vendors to facilitate successful and timely closings.
• Experience conducting or reviewing collateral due diligence activities, including UCC searches, title reviews, insurance verification, and environmental assessments.
• Attention to detail.
• Business acumen.
• Customer and client focus.
• Due diligence skills.
• Prioritization skills.
• Adaptability.
• Data collection and entry skills.
• Oral communication skills.
• Research skills.
• Written communication skills.

Responsibilities

• Ensure loan documentation and lien perfection meet bank policies and procedures, and deliver work products accurately and on time.
• Lead documentation, due diligence, collateral perfection, and monitoring of loan documentation for a specific market segment.
• Review documents for accuracy, timely delivery, and required research, ensuring documentation reflects transaction information and avoids controllable rework.
• Review loan approvals and counsel-prepared loan documents for consistency and compliance with 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.
• Prepare, review, and coordinate documentation for new and existing commercial credit facilities.
• Manage the end-to-end closing process, including due diligence, documentation execution, funding readiness, and lien perfection.
• Partner with legal counsel, clients, relationship teams, credit partners, and third-party vendors to facilitate successful and timely closings.
• Conduct and review collateral due diligence, including UCC searches, title reviews, insurance verification, and environmental assessments.
• Support Loan Administrators and assist the Market Leader in directing workflow and performing quality assurance.

What This Job Offers

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