girl looking into her desktop
Back to search results

Document Administrator II

Waltham, Massachusetts

Job Description:

LOB Overview:

Primary responsibility is to prepare/review documentation in accordance with Bank policies and procedures, to facilitate closings with the client and to ensure lien perfection. Works on routine to more complex documentation as assigned by Market Leader or designee. Interfaces with company vendors, legal counsel, line partners and clients to ensure world-class documentation accuracy. Completes primary financial booking and initial loan funding. Maintains primary responsibility for accuracy of documentation and SOR financial data, timely delivery of documents, and elimination of controllable re-work.

Required skills:

College Degree or equivalent experience with commercial credit.

Demonstrated history of using strong financial acumen and knowledge of loan documentation concepts in prior employment specifically Small Business and Commercial.

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 necessit​y

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

Other Qualifications:

Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.

Excels in working among diverse viewpoints to determine the best path forward.

Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner.

Commitment to challenging the status quo and promoting positive change.

Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.

Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Monday-Friday 8-5

Referral Bonus Amount:

0

Job Description:

LOB Overview:

Primary responsibility is to prepare/review documentation in accordance with Bank policies and procedures, to facilitate closings with the client and to ensure lien perfection. Works on routine to more complex documentation as assigned by Market Leader or designee. Interfaces with company vendors, legal counsel, line partners and clients to ensure world-class documentation accuracy. Completes primary financial booking and initial loan funding. Maintains primary responsibility for accuracy of documentation and SOR financial data, timely delivery of documents, and elimination of controllable re-work.

Required skills:

College Degree or equivalent experience with commercial credit.

Demonstrated history of using strong financial acumen and knowledge of loan documentation concepts in prior employment specifically Small Business and Commercial.

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 necessit​y

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

Other Qualifications:

Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.

Excels in working among diverse viewpoints to determine the best path forward.

Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner.

Commitment to challenging the status quo and promoting positive change.

Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.

Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21035040

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Erika Bennett

Referral Bonus:

0

Street Address

Primary Location:
1025 Main St, MA, Waltham, 02451