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!
 

Job Description:
This job is responsible for preparing and reviewing documentation in accordance with bank policies and procedures to facilitate closings with the client. Key responsibilities include working on routine to more complex documentation as assigned by the Market Leader or designee and interfacing working with company vendors, legal counsel, line partners, and clients to ensure world-class documentation accuracy. Job expectations include maintaining accuracy of documentation and system of record financial data, delivering documents in a timely manner, and eliminating controllable rework.

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

Reviews documentation, performs due diligence and collateral perfection, and monitors 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

Required skills:

Prior experience with Commercial-Business Loan Documentation.

Demonstrated history of employing excellent communication skills both written and oral in a previous job.

Demonstrated ability professionally to handle multiple tasks while balancing the need for both quality and efficiency in a fast-paced metric-centric environment is a necessity

Professional history of being able to suggest approaches to meet Client needs rather than relying strictly on procedures.

Must be able to navigate and toggle through various computer systems

Must have used Microsoft Word and Excel in prior employment

College Degree or equivalent work experience

Skills:

Attention to Detail

Customer and Client Focus

Data Collection and Entry

Due Diligence

Prioritization

Adaptability

Business Acumen

Oral Communications

Written Communications

Research

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

Shift:

Hours Per Week: