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Document Administrator III – Syndicated & Corporate Lending

Document Administrator III – Syndicated & Corporate Lending

CompanyBank of America
LocationCharlotte, NC, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelMid Level

Requirements

  • 2+ years of experience with commercial lending
  • Familiarity with commercial credit or commercial loan terminology
  • Experience with reading, interpreting, and analyzing complex legal documentation such as credit agreements, and amendments
  • Highly organized, proactive, and able to plan, prioritize and manage deliverables
  • Strong written and verbal communication skills; able to target messaging to different audiences
  • Effective problem-solving skills
  • Proficient computer skills, including Windows, Excel, Word, and Outlook
  • Can work independently while balancing early escalation to ensure seamless closing
  • Adapts well to a quickly evolving environment

Responsibilities

  • Ensures that loan documentation and lien perfection meets bank policies and procedures and that work products are delivered in an accurately and timely manner
  • Leads documentation, due diligence and collateral perfection, and monitoring of loan documentation for a specific market segment
  • Reviews documents for accuracy, timely delivery, and necessary research requirements to ensure documentation reflects the appropriate transactional information and elimination of controllable rework
  • Reviews the loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements
  • Designs a robust filing and organizational process to assist in completing primary financial booking and initial loan funding
  • Works closely with Client Managers, Credit and Portfolio Officers, agency management, internal and external legal counsel, and many internal operational support units to ensure seamless execution of transactions

Preferred Qualifications

  • Syndicated loan experience
  • Finance, accounting, or mathematical background
  • Experience with LoanIQ
  • Bachelor’s degree or equivalent loan administration experience