Document Administrator II

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Job 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.

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:

• 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 LoanIQ and/or Hot Docs is beneficial

• Real Estate experience or knowledge is beneficial

• Para legal experience is helpful

• College Degree 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:
40

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