Document Administrator III - Private Bank

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.

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 impacting 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!

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

• Ensures that loan documentation and lien perfection meets bank policies and procedures and that work products are delivered accurately and in an timely manner
• Leads documentation, due diligence and collateral perfection, and monitoring of 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
• Review Closing Disclosures and Change of Circumstance documentation for TRID compliance, validate fee accuracy, loan terms, and identify tolerance violations and required tolerance cures
• Identify, document, and track loan defects, exceptions, and compliance issues through resolution
• Monitor and meet established internal and external Service Level Agreements (SLAs)

• 5+ years of experience in mortgage operations, construction lending, commercial lending or related financial services roles
• Knowledge of TRID, Change of Circumstances, tolerance cures, and Closing Disclosure reconciliation
• Ability to read and interpret Credit Approvals and validate loan documentation against approved terms and conditions
• Experience reviewing titles, insurance, collateral, trust documentation, and complex vesting structures
• Strong attention to detail, risk assessment, communication, and documentation skills
• Ability to manage multiple priorities and consistently meet service level expectations
• Ability to work independently and collaboratively in a team environment

• 3+ years’ experience as Auditor, Quality Assurance, Closer, Loan Processing
• Demonstrates mortgage loan operations, closing, or quality review experience
• Bachelor’s degree in business, finance, or a related field
• Prior experience reviewing construction budgets, inspections, or builder contracts

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

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

Shift: 1st shift (United States of America)

Hours Per Week: 40