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Document Administrator III

Waltham, Massachusetts;

Job Description:

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 highly 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 initial loan class documentation accuracy. Maintains primary responsibility for accuracy of documentation and SOR financial data timely delivery of documents, necessary research requirements to ensure documentation reflects the appropriate transactional information and elimination of controllable re-work.

Required Skills

  • College Degree or equivalent experience with commercial credit.

  • Strong financial acumen - knowledge of loan documentation concepts.

  • Excellent communication skills both written and oral.

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

  • Ability to suggest approaches to meet Client needs rather than relying strictly on procedures.

  • Must be able to navigate and toggle through various computer systems and be comfortable with Microsoft Word and Excel.

  • Previous banking operations or real estate experience

Desired Skills

  • Paralegal experience

  • Accounting and GL management

  • Previous loan documentation experience

  • Working knowledge of LoanIQ and/or Hot Docs is beneficial.

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

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 highly 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 initial loan class documentation accuracy. Maintains primary responsibility for accuracy of documentation and SOR financial data timely delivery of documents, necessary research requirements to ensure documentation reflects the appropriate transactional information and elimination of controllable re-work.

Required Skills

  • College Degree or equivalent experience with commercial credit.

  • Strong financial acumen - knowledge of loan documentation concepts.

  • Excellent communication skills both written and oral.

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

  • Ability to suggest approaches to meet Client needs rather than relying strictly on procedures.

  • Must be able to navigate and toggle through various computer systems and be comfortable with Microsoft Word and Excel.

  • Previous banking operations or real estate experience

Desired Skills

  • Paralegal experience

  • Accounting and GL management

  • Previous loan documentation experience

  • Working knowledge of LoanIQ and/or Hot Docs is beneficial.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21064196

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Erika Bennett

Referral Bonus:

0