Document Administrator II

Description

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

Also, responsible for ensuring accurate and timely processing of complex syndicated lending transactions in accordance with established policies, processes and procedures. Interacts with Document Administrators to ensure efficient, high quality loan processing. Duties include booking loans, payment administration, and loan system reconciliation. Must be detail-oriented and able to read and understand loan documents. Works closely with internal business partners, client managers, and portfolio officers. Works with limited supervision.

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

Reviews documentation, performs due diligence and collateral perfection, and monitors 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

Reviews 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 transactions

Required Skills

One to two years financial booking knowledge or experience with corporate lending or commercial credit transactions

Ability to work independently with limited supervision in a fast-paced environment

Excellent communication skills (verbal and written)

Microsoft Excel skills proficiency

Desired Skills

Bachelor’s Degree

Loan IQ experience (preferred)

Skills : Attention to Detail

Customer and Client Focus

Data Collection and Entry

Due Diligence

Prioritization

Adaptability

Business Acumen

Oral Communications

Written Communications

Research

Minimum Education Requirement : High School Diploma / GED / Secondary School or equivalent

Shift :

1st shift (United States of America)

Hours Per Week :