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Loan Documentation Specialist
2 months ago
Loan Documentation Specialist - Global Operations 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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us Primary Responsibilities: Prepare/review documentation in accordance with bank policies and procedures. Independently perform research and discuss loans with line partners with confidence and knowledge. Work with a range in complexity of documentation. Interface with company vendors, legal counsel, and line partners to ensure world-class documentation accuracy. Maintain primary responsibility for accuracy of documentation, timely delivery of documents, and elimination of controllable re-works. Assist Market Leader in the facilitation of team meetings, training, and quality review when necessary. Responsibilities: Independently prepare standard to highly complex loan documents for Private Bank clients in accordance with Bank of America's policies and procedures. Interact with underwriting, in-house legal counsel, and sales to ensure world-class documentation accuracy. Review outside counsel prepared documentation to ensure accuracy and compliance with credit approval. Required Qualifications: Consumer and/or commercial loan documentation experience. Excellent written and verbal communication skills. Strong organizational and multi-tasking skills. Ability to work in a team environment. Detail-oriented. Proficient with MS Office (Word, Excel, PowerPoint). Work well under time constraints. Desired Qualifications: Bank of America Private Bank or Commercial loan documentation experience. HotDocs platform knowledge. Experience using GFS (Global Fulfillment Solution) and LoanIQ. Skills: Attention to Detail. Legal Structures and Legal Forms. Oral Communications. Prioritization. Recording/Organizing Information. Written Communications. Data Collection and Entry. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent work experience. Shift: 1st shift (United States of America) Hours Per Week: 40 #J-18808-Ljbffr