דרושים Document Administrator Ii ב-Bank Of America ב-United States, Waltham

Job Description:

Job Description:

The Document Administrator II for the Fulfillment Team withinwill serve as the Business Banking “Loan Closing Coordinator” from a due diligence and documentation standpoint. The Document Administrator works with various business partners (clients, sales, credit underwriting, legal, and operations) to collect, review, and complete due diligence such as Insurance, UCC, Good Standing, Title, Collateral, etc. to ensure the loan documentation package is prepared correctly and ready to close on time for the client. Key responsibilities include documenting new facilities, amending existing facilities, and managing the closing process/due diligence requirements of commercial credit policy once engaged to Fulfillment. Effective communication and collaboration in the office with business partners, peers, and third-party vendors is essential to foster a cohesive environment.

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:

• 1 year of preparing legal loan documents or legal documentation review

• 2 years of financial services experience

• Excellent communication skills both written and verbal and acts with urgency

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

• Proficient working knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook, and OneNote)

• Strong organizational skills with time management, and ability to manage multiple priorities under tight deadlines

• Commitment to excellent internal and external customer service

• Motivated, solution driven and creative thinker

• Adapts and embraces change in technology, changes in policies and procedures

• Demonstrates the ability to lead and fosters teamwork and change

Desired Skills:

• College Degree preferred

• Working knowledge of LoanIQ, HotDocs, and Credit Center

• Commercial real estate loan experience

• Paralegal experience is beneficial

• Comprehension of commercial credit operations

• Desire the commitment to take on leadership responsibilities and grow within the role

Skills:

• Attention to Detail

• Customer and Client Focus

• Data Collection and Entry

• Due Diligence

• Prioritization

• Adaptability

• Business Acumen

• Oral Communications

• Written Communications

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

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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

High School Diploma / GED / Secondary School or equivalent

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

Skills:

• Attention to Detail

• Customer and Client Focus

• Data Collection and Entry

• Due Diligence

• Prioritization

• Adaptability

• Business Acumen

• Oral Communications

• Written Communications

High School Diploma / GED / Secondary School or equivalent

Job Description:

Job Description:

The Document Administrator II for theFulfillment Team will handle functions relating to closing standard commercial credit loans. Key responsibilities include documenting new facilities, amending existing deals, and managing the closing process/due diligence requirements of commercial credit once engaged to Fulfillment. Must be proficient in word, and attention to detail is crucial. Effective communication with business partners, clients, and peers is essential to foster a cohesive environment. Must have some knowledge of commercial credit/lending.

Required skills:

• One year of commercial credit experience.

• 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 to professionally handle multiple tasks while balancing the need for both quality and efficiency in a fast-paced metric-centric environment

• Demonstrate ability to meet client needs rather than relying strictly on procedures.

• Must be able to navigate and toggle through various computer systems

• Proficient experience with Microsoft Suite

Desired skills:

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

Paralegal experience is a plus

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
• Handle pre-close & documentations for Attorney Prepared transactions

Required Skills:

• Strong customer service skills
• Ability to multi-task and meet deadlines
• Ability to balance productivity and quality metrics
• Able to suggest approaches to meet client needs rather than relying strictly on procedures
• Must be able to navigate and toggle through various bank computer systems
• Must be proficient with Microsoft Word and Excel in prior employment
• Strong financial acumen - knowledge of loan documentation concepts
• Excellent communication skills both written and oral

Desired Skills:

• Experience with commercial credit
• Previous loan documentation experience and understanding of rates & principal interest
• Working knowledge of Hot Docs / LoanIQ

High School Diploma / GED / Secondary School or equivalent

Depth & Scope:

• Provides people management leadership by hiring the best talent, setting goals, developing staff,managing employeeperformance and compensation decisions, promoting teamwork and handling any/all disciplinary actions, as required
• Manages a medium sized store and team (based on U.S. TD Bank store levelling criteria)
• Oversees and leads a medium and/or complex and/or Denovo Store while growing talent, developing skills and capabilities to achieve career goals, support project/initiative success and achieve business results
• Accountable for achieving both Store and individual performance metrics
• Abilityto manage multiple store locations and/or a diverse and complex customer base, if required
• Acts as peer mentor to developing store managers
• Requires deep expert knowledge of the business, banking and bank operations
• Requires deep expert process management knowledge and deep expert knowledge of the risk profile for team processes supported, advanced knowledge in identifying, tracking and resolving gaps
• Provides coaching, mentorship and guidance to others within area of expertise
• Oversees management of team requiring workforce to decision on acceptable level of risk-Moderate to High risk potential (loss/reputational)
• Acts as the highest point of escalation/contact within the store for issues raised from customers, other internal groups and/or partners
• Originates loan applications, handles Conditions of Lending and conducts loan closings
• Maintains an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry)

Education & Experience:

• Undergraduate degree or equivalent experience
• 4+ years related experience required (retail, customer service and/or financial services industries) supervisory, leadership and coaching experience required
• 4+ years experience of proven business development skills, including ability to conceptualize and implement strategies
• 4+ years of proven leadership and coaching experience required
• Small Business and Consumer lending experience required
• Knowledge of Bank product lines and services as well as an understanding of Store operations and security
• Proven ability to manage competing priorities, strategically aligning efforts and activities to meet Store goals and objectives
• Strong financial analysis skills
• Strong presentation, analytical, interpersonal and collaborative skills with all levels of internal and external customers
• Excellent verbal and written communication skills
• Demonstrated ability to lead and motivate team members
• Proficient with Microsoft Office suite
• Notary License (preferred)

Customer Accountabilities:

• Manages the service and advice team promoting a positive customer and colleague experience
• Leads, coaches and develops a team of service and advice colleagues on services, product and sales informational conversations and/or advice-giving service strategies and tactics to improve the overall customer experience which includes improving overall financial confidence in both colleagues and customers
• Coaches to ensure customer issues are handled appropriately through customer problem resolution guidelines and personally participates in the negotiation and problem resolution where necessary
• Actively promotes the Bank's presence/brand within the community through participation and leadership in community business groups, initiatives, fundraisers, etc.
• Builds relationships by promoting a client/customer centered organization and proactively addresses customer needs
• Contributes to the execution and achievement of the team and the store's service customer experience targets by coaching/modeling appropriate attributes and behaviors; leads the store in the execution of advice plan/objectives
• Provides oversight of store premises and ensures the customer and colleague areas are professional and inviting in appearance
• Ensures overall colleague scheduling is optimal to meet customer demands
• Provides ownership/oversight of complex dailyoperational/administrativeduties

Shareholder Accountabilities:

• Creates store-specific strategies to grow the business
• Uses reporting to identify opportunities to acquire and deepen customer relationships to drive deposits, investment and loan growth
• Partners with Specialists to grow and advise new and existing customers
• Works with partners, including Small Business, Commercial, Consumer Lending and Wealth to grow the Store Portfolio
• Manages the Store budget to meet expense and revenue objectives and revenue and manages expenses
• Drives One TD - Builds and sustains awareness and engagement to increase partnership across Retail and all Lines of Business with a focus on Digital to meet and exceed goals
• Proactively reaches out to prospects to develop and deepen relationships through needs-based conversations
• Identifies and develops relationships with Personal, Small Business and Center and Influence (COIs) to generate demand for TD products and services
• Achieves business objective for Operational Excellence
• Ensures necessary due diligence to support the accuracy of all customertransactions/activities
• Follows and ensures colleagues understand and apply bank operating policies and procedures
• Protects the interests of the organization – identifies and manages risks, and escalates non-standard, high risktransactions/activitiesas necessary
• Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts
• Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite
• Ensures colleagues are knowledgeable; and assumes responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct
• Works alongside other business lines including Wealth and Business Banking to stay abreast of emerging trends in the market, support referrals across business lines through ongoing training and coaching to store colleagues
• Colleagues at higher levels may be responsible for acting as a leader in the provision of One TD services to customers, demonstrating cohesive partnership for business planning and community involvement

Employee/Team Accountabilities:

• Leads, coaches and develops store teammates to create a consistent legendary customer experience
• Coaches teammates to provide the best advice to potential and existing TD Bank customers
• Responsible for management of the overall team providing both leadership and guidance
• Sets targets and objectives for the team, and holds the team accountable to deliver results and objectives
• Grows team expertise to align with business/enterprise demand and direction; assesses team skills and capabilities and continually looks for ways to provide and enhance the value they deliver to customers
• Leads a high performing team; provides on-going feedback and performance reviews, coaches and develops colleagues and ensures performance management activities are undertaken and completed for all colleagues
• Leads the process of setting performance objectives for the team; tracks, monitors and effectively addresses and/or rewards performance in a timely manner
• Ensures colleagues are in compliance with all human resources policies, procedures and guidelines of conduct and escalates to the appropriate partners to manage colleague risk
• Shares knowledge, information, skills, and subject matter expertise among the team and ensures the timely communication of issues and encourages good working relationships with other functions and teams
• Supports an environment where team freely escalates business challenges; facilitates change through positive reinforcement of milestones and successes
• Recruits for all hires to ensure a highly diverse, qualified workforce to achieve business objectives
• Establishes and fosters a cohesive team; promotes a fair and equitable environment that supports a diverse workforce and encourages the team to achieve common goals and objectives
• Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally
• Colleagues at the highest levels may be responsible for acting as a leader in the Market and/or Region for change management, performance measures/management, and talent pipeline development

OCC Language:

• This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007.
• Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36.
• Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007.
• Satisfactory results on a criminal background check and a credit report check, andstatements/certificationfrom job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position.

Physical Requirements:

Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%

• Domestic Travel – Occasional
• International Travel – Never
• Performing sedentary work – Continuous
• Performing multiple tasks – Continuous
• Operating standard office equipment - Continuous
• Responding quickly to sounds – Occasional
• Sitting – Frequent
• Standing – Frequent
• Walking – Frequent
• Moving safely in confined spaces – Occasional
• Lifting/Carrying (under 25 lbs.) – Occasional
• Lifting/Carrying (over 25 lbs.) – Never
• Squatting – Occasional
• Bending – Occasional
• Kneeling – Occasional
• Crawling – Never
• Climbing – Never
• Reaching overhead – Never
• Reaching forward – Occasional
• Pushing – Never
• Pulling – Never
• Twisting – Never
• Concentrating for long periods of time – Continuous
• Applying common sense to deal with problems involving standardized situations – Continuous
• Reading, writing and comprehending instructions – Continuous
• Adding, subtracting, multiplying and dividing – Continuous

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.

Our Total Rewards Package

awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

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
• Handle pre-close & documentations for Attorney Prepared transactions

Required Skills:

• Strong customer service skills
• Ability to multi-task and meet deadlines
• Ability to balance productivity and quality metrics
• Able to suggest approaches to meet client needs rather than relying strictly on procedures
• Must be able to navigate and toggle through various bank computer systems
• Must be proficient with Microsoft Word and Excel in prior employment
• Strong financial acumen - knowledge of loan documentation concepts
• Excellent communication skills both written and oral

Desired Skills:

• Experience with commercial credit
• Previous loan documentation experience and understanding of rates & principal interest
• Working knowledge of Hot Docs / LoanIQ

Skills:

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

High School Diploma / GED / Secondary School or equivalent