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Document Administrator II

Waltham, Massachusetts

Job Description:

Document Administrator II

Enterprise Role 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. Maintains primary responsibility for accuracy of documentation and SOR financial data, timely delivery of documents, and elimination of controllable re-work.

Job Description:

The Doc Admin II for the Fulfillment Team will handle functions relating to closing standard commercial credit loans. Key responsibilities include documenting new facilities, amending existing deals, and managing the closing process/due diligence requirements of commercial credit once engaged to Fulfillment. Must be proficient in word, and attention to detail is crucial. Effective communication with business partners, clients, and peers is essential in order to foster a cohesive environment. Must have some knowledge of commercial credit/lending.


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 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

Desired skills:
Previous loan documentation experience and understanding of financial covenant principals is desired
Working knowledge of AFS/LoanIQ and/or Hot Docs is beneficial

Real Estate experience or knowledge is beneficial
Para legal experience is helpful

College Degree preferred

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Document Administrator II

Enterprise Role 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. Maintains primary responsibility for accuracy of documentation and SOR financial data, timely delivery of documents, and elimination of controllable re-work.

Job Description:

The Doc Admin II for the Fulfillment Team will handle functions relating to closing standard commercial credit loans. Key responsibilities include documenting new facilities, amending existing deals, and managing the closing process/due diligence requirements of commercial credit once engaged to Fulfillment. Must be proficient in word, and attention to detail is crucial. Effective communication with business partners, clients, and peers is essential in order to foster a cohesive environment. Must have some knowledge of commercial credit/lending.


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 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

Desired skills:
Previous loan documentation experience and understanding of financial covenant principals is desired
Working knowledge of AFS/LoanIQ and/or Hot Docs is beneficial

Real Estate experience or knowledge is beneficial
Para legal experience is helpful

College Degree preferred

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21043071

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