Doc Administrator II

Document Administrator II – Loan Closing Coordinator

This role 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 with company vendors, legal counsel, line partners, and clients to ensure world‑class documentation accuracy.

The Document Administrator II for the Fulfillment Team will 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.

• Ensure that loan documentation and lien perfection meet bank policies and procedures and that work products are delivered accurately and timely.
• Review documentation, perform due diligence and collateral perfection, and monitor loan documentation for a specific market segment.
• Review documents for accuracy, timely delivery, and necessary research requirements to ensure documentation reflects the appropriate transactional information and elimination of controllable rework.
• Review the loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements.
• Design a robust filing and organizational process to assist in completing primary financial booking and initial loan funding.
• Work 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.

• Demonstrated history of employing excellent written and verbal communication skills and acting with urgency.
• Ability to professionally handle multiple tasks while balancing the need for both quality and efficiency in a fast‑paced, metric‑centric environment.
• Strong working knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook, and One Note).
• 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.
• Adaptable and embraces change in technology, policies and procedures.
• Ability to lead and foster teamwork and change.

• College degree preferred.
• Working knowledge of LoanIQ, Hot Docs, and Credit Center.
• Commercial real estate loan experience.
• Paralegal experience is beneficial.
• Comprehension of commercial credit operations.
• Desire to take on leadership responsibilities and grow within the role.

High School Diploma / GED / Secondary School or equivalent.

1st shift (United States of America)

40

Entry level

Full‑time

Banking