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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

LOB 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 Qualifications:

• Proficiency with Microsoft Office applications, including Word, Excel, PowerPoint, Outlook, and OneNote.

• Ability to analyze information, identify issues, and drive resolution while maintaining compliance with established policies and procedures.

Skills:

• Attention to Detail
• Customer and Client Focus
• Data Collection and Entry
• Due Diligence
• Prioritization
• Adaptability
• Business Acumen
• Oral Communications
• Written Communications
• Research

Preferred Qualifications:

• Experience preparing, reviewing, or managing commercial loan documentation.
• Knowledge of collateral due diligence requirements, including UCC searches, title reviews, insurance requirements, and environmental due diligence.
• Experience in banking, financial services, legal operations, or a related industry.
• Experience with commercial lending platforms such as LoanIQ, HotDocs, or Credit Center.
• Paralegal experience.
• Knowledge of commercial credit operations and loan closing processes.
• Demonstrated curiosity and willingness to leverage emerging technologies, including AI-powered tools such as Microsoft Copilot, to improve efficiency, accuracy, and the client experience.
• Demonstrated interest in professional growth, leadership development, and continuous learning.

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

Shift:

Hours Per Week: 

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