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Document Administrator III - Syndicated & Corporate Lending

Job in Plano, Collin County, Texas, 75086, USA
Listing for: Bank of America
Full Time position
Listed on 2026-07-25
Job specializations:
  • Finance & Banking
    Loan Servicing, Banking Operations
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below

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.

This role is responsible for preparing and reviewing documentation in accordance with the bank's policies and procedures to facilitate closings with the client and ensure lien perfection. Responsibilities include working on highly complex documentation, supporting Loan Administrators, and assisting the Market Leader in directing workflow and performing quality assurance. Job expectations include working with company vendors, legal counsel, line partners, and clients to ensure world‑class documentation accuracy.

Responsibilities
  • Ensure loan documentation and lien perfection meets bank policies and procedures and that work products are delivered accurately and timely.
  • Lead documentation, due diligence and collateral perfection, and monitor loan documentation for a specific market segment.
  • Review documents for accuracy, timely delivery, and necessary research to ensure documentation reflects the appropriate transactional information and eliminates 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.
Required Qualifications
  • 2+ years of experience with commercial lending.
  • Familiarity with commercial credit or commercial loan terminology.
  • Experience with reading, interpreting, and analyzing complex legal documentation such as credit agreements and amendments.
  • Highly organized, proactive, and able to plan, prioritize, and manage deliverables.
  • Strong written and verbal communication skills; able to target messaging to different audiences.
  • Effective problem‑solving skills.
  • Proficient computer skills, including Windows, Excel, Word, and Outlook.
  • Can work independently while balancing early escalation to ensure seamless closing.
  • Adapt well to a quickly evolving environment.
Desired Qualifications
  • Syndicated loan experience.
  • Finance, accounting, or mathematical background.
  • Experience with Loan IQ.
  • Bachelor’s degree or equivalent loan administration experience.
Skills
  • Attention to Detail
  • Business Acumen
  • Customer and Client Focus
  • Due Diligence
  • Prioritization
  • Adaptability
  • Data Collection and Entry
  • Oral Communications
  • Research
  • Written Communications

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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