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Document Administrator I

Document Administrator I

USA JobsPlano, TX, US
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Document Administrator I

Plano, Texas; Charlotte, North Carolina

To proceed with your application, you must be at least 18 years of age.

Job Description :

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Responsibilities :

Ensures that loan documentation and lien perfection meet bank policies and procedures and that work products are delivered in an accurately and timely manner.

Supports documentation reviews, due diligence activities, collateral perfection, and the 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.

Examines, monitors, reconciles, and tracks client collateral.

Assists with reviewing 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 Credit and Portfolio Officers, agency management, internal and external legal counsel, and many internal operational support units to ensure seamless execution of transactions.

Minimum Qualifications :

Minimum of 2 years of experience in loan documentation review, administrative support, client or customer service support, document control, or records management.

Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).

Basic understanding of file formats (PDF, DOCX, XLSX) and scanning tools.

Ability to learn and use internal systems and databases.

Skills : Attention to Detail

Customer and Client Focus

Data Collection and Entry

Due Diligence

Written Communications

Adaptability

Oral Communications

Prioritization

Business Acumen

Research

Minimum Education Requirement : High School Diploma / GED / Secondary School or equivalent

Shift :

1st shift (United States of America)

Hours Per Week : 40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

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Document Administrator • Plano, TX, US

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