Documentation Administrator III - Commercial Credit Fulfillment
About The Position
The Documentation Administrator III works on Bank of America’s Commercial Credit Fulfillment team, managing documentation and closing processes for new and existing commercial credit facilities. The role works with clients, legal counsel, relationship teams, credit partners, and third-party vendors to execute transactions accurately, efficiently, and in accordance with bank policies and regulatory requirements. It provides exposure to a range of commercial lending products and opportunities to develop expertise in documentation, risk management, transaction execution, and client delivery. The position includes coordinating due diligence, documentation execution, funding readiness, lien perfection, and collateral reviews. The administrator also maintains accurate records, resolves issues that could affect transaction quality or closing timelines, manages competing priorities, and contributes to process improvements and a collaborative team environment.
Requirements
- Minimum of 2 years of commercial loan documentation review experience.
- 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.
- Strong written and verbal communication skills and ability to partner with multiple stakeholder groups.
- Ability to manage competing priorities and deliver high-quality work in a fast-paced, deadline-driven environment.
- Exceptional attention to detail and commitment to accuracy.
- Strong organization, time management, and problem-solving capabilities.
- Ability to exercise sound judgment and maintain confidentiality when handling sensitive information.
- Client-focused mindset and commitment to delivering an exceptional experience.
- Adaptability and willingness to embrace changes in technology, processes, and business priorities.
- Ability to influence, collaborate, and contribute positively within a team environment.
- High school diploma, GED, secondary school diploma, or equivalent.
Nice To Haves
- Knowledge of collateral due diligence requirements, including UCC searches, title reviews, insurance requirements, and environmental due diligence.
- Bachelor's degree or equivalent work experience.
- 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
- Prepare, review, and coordinate documentation for new and existing commercial credit facilities.
- Manage end-to-end closings, including due diligence, documentation execution, funding readiness, and lien perfection activities.
- 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.
- Maintain data integrity and accuracy in systems of record and supporting documentation.
- Identify and resolve issues that may affect transaction quality, compliance, or closing timelines.
- Manage multiple transactions and competing priorities while maintaining accuracy.
- Contribute to process improvements that enhance efficiency, risk management, and the client experience.
- Share knowledge, foster partnerships, and support a collaborative team environment.
Benefits
- Industry-leading benefits.
- Paid time off.
- Eligibility to participate in the annual discretionary incentive plan.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
