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Document Administrator I - Global Ops

Company: Disability Solutions
Location: Plano
Posted on: May 3, 2024

Job Description:

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!Job Description:This job is responsible for preparing and reviewing documentation in accordance with the bank's policies and procedures to facilitate closings with the client. Key responsibilities include working on routine documentation as assigned by the Market Leader or designee and working with company vendors, legal counsel, line partners, and clients to ensure world-class documentation accuracy. Job expectations include completing primary financial booking, maintaining accuracy of documentation and system of record financial data, delivering documents in a timely manner, and eliminating rework.Responsibilities:

  • Ensures that loan documentation and lien perfection meet bank policies and procedures and that work products are delivered in an accurately and timely manner
  • Supports documentation reviews, due diligence activities, collateral perfection, and the monitoring of loan documentation for a specific market segment
  • Reviews documents for accuracy, timely delivery, and necessary research requirements to ensure documentation reflects the appropriate transactional information and elimination of controllable rework
  • Assists with reviewing the loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements
  • Designs a robust filing and organizational process to assist in completing primary financial booking and initial loan funding
  • Works closely with Client Managers, Credit and Portfolio Officers, agency management, internal and external legal counsel, and many internal operational support units to ensure seamless execution of transactionsRequired Qualifications:
    • Strong verbal and written communication skills
    • Loan documentation experience
    • Excellent organizational, writing, and client/customer communication skills
    • Experience with Microsoft Office Products
    • Ability to handle stressful situations and deadline pressures
    • Multi-task oriented - able to fluidly move between tasks
    • Detail oriented and be able to work independently, as well as in a team environment
    • Able to lift 30 poundsDesired Qualifications:
      • Knowledge of Loan IQ, GFS, GPA, and EDRSkills:
        • Attention to Detail
        • Customer and Client Focus
        • Data Collection and Entry
        • Due Diligence
        • Written Communications
        • Adaptability
        • Oral Communications
        • Prioritization
        • Business Acumen
        • ResearchShift:1st shift (United States of America)Hours Per Week: 40

Keywords: Disability Solutions, Plano , Document Administrator I - Global Ops, Other , Plano, Texas

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