Document Administrator II

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The Document Administrator II for the Fulfillment Team within Global Credit Operations will serve as the Business Banking “Loan Closing Coordinator” from a due diligence and documentation standpoint. The Document Administrator works with various business partners (clients, sales, credit underwriting, legal, and operations) to collect, review, and complete due diligence such as Insurance, UCC, Good Standing, Title, Collateral, etc. to ensure the loan documentation package is prepared correctly and ready to close on time for the client. Key responsibilities include documenting new facilities, amending existing facilities, and managing the closing process/due diligence requirements of commercial credit policy once engaged to Fulfillment. Effective communication and collaboration in the office with business partners, peers, and third-party vendors is essential to foster a cohesive environment.

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:

• 1 year of preparing legal loan documents or legal documentation review

• 2 years of financial services experience

• Excellent communication skills both written and verbal and acts with urgency

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

• Proficient working knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook, and OneNote)

• Strong organizational skills with time management, and ability to manage multiple priorities under tight deadlines

• Commitment to excellent internal and external customer service

• Motivated, solution driven and creative thinker

• Adapts and embraces change in technology, changes in policies and procedures

• Demonstrates the ability to lead and fosters teamwork and change

Desired Skills:

• College Degree preferred

• Working knowledge of LoanIQ, HotDocs, and Credit Center

• Commercial real estate loan experience

• Paralegal experience is beneficial

• Comprehension of commercial credit operations

• Desire the commitment to take on leadership responsibilities and grow within the role

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

** It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment

Shift:

1st shift (United States of America)

Hours Per Week:

40