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Document Administrator III-(Commercial Loans/Legal Documents) Charlotte, NC

Charlotte, North Carolina;

Job Description:

Enterprise Role Description

Primary responsibility is to prepare and review documentation in accordance with Bank policies and procedures, to facilitate closings with the client and to ensure lien perfection. Works on highly complex documentation. Assists document and loan administrators with their primary responsibilities and assists Market Leader in directing workflow and performing QA. 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 rework.

LOB Job Description

The Doc Admin III for the Fulfillment Team will handle functions relating to credit events for complex syndicated large corporate loans with Bank of America as Agent. Key responsibilities include booking new facilities, amending existing deals, and managing the incoming and outgoing payments required from the Borrower and Lenders. Must be proficient in Excel 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 loans and accounting systems

Required Skills:

Experience with complex computer systems or programs

Strong technical and analytical skills

Finance, accounting or math background

Must be able to multi-task

Proficient in Microsoft Office (Word, Excel, PowerPoint)

Customer Service

Complex legal contract review and analysis

Commercial Loan experience

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:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Monday-Friday 8am-5pm

Referral Bonus Amount:

0

Job Description:

Enterprise Role Description

Primary responsibility is to prepare and review documentation in accordance with Bank policies and procedures, to facilitate closings with the client and to ensure lien perfection. Works on highly complex documentation. Assists document and loan administrators with their primary responsibilities and assists Market Leader in directing workflow and performing QA. 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 rework.

LOB Job Description

The Doc Admin III for the Fulfillment Team will handle functions relating to credit events for complex syndicated large corporate loans with Bank of America as Agent. Key responsibilities include booking new facilities, amending existing deals, and managing the incoming and outgoing payments required from the Borrower and Lenders. Must be proficient in Excel 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 loans and accounting systems

Required Skills:

Experience with complex computer systems or programs

Strong technical and analytical skills

Finance, accounting or math background

Must be able to multi-task

Proficient in Microsoft Office (Word, Excel, PowerPoint)

Customer Service

Complex legal contract review and analysis

Commercial Loan experience

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-21051754

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Kimberly Ravlich

Referral Bonus:

0