Document Administrator II

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.

Job Description:

This job is responsible for preparing and reviewing documentation in accordance with policies and procedures. Key responsibilities include independently performing research and discussing loans with line of business partners with confidence and knowledge. Job expectations include independently working with a range of complex documentation and interfacing with company vendors, legal counsel and line of business partners to ensure world‑class documentation accuracy.

• Ensures accuracy of documentation, timely delivery of documents and elimination of controllable re‑work
• Maintains a high level of accuracy
• Assists Market Leader in the facilitation of team meetings, training and quality review as needed
• Works independently to perform research and discuss loans with line partners

This job is responsible for preparing, reviewing, and validating loan documentation in accordance with established policies, procedures, and applicable requirements. The role independently researches documentation questions, identifies and resolves discrepancies, and partners with internal stakeholders to support accurate and timely loan documentation.

• Applying sound judgment, managing multiple priorities, and communicating effectively with line of business partners, vendors, legal counsel, and other stakeholders
• The position requires strong attention to detail, ownership of assigned work, and a consistent focus on documentation accuracy, risk awareness, and the reduction of preventable rework

• Prepares, reviews, and validates loan documentation for completeness, accuracy, and compliance with established policies and procedures
• Identifies documentation discrepancies, researches potential solutions, and takes appropriate action to resolve or elevate issues
• Ensures the timely delivery of documents while maintaining a high standard of quality and accuracy
• Works independently to research loan and documentation‑related questions and communicates findings clearly to business partners
• Partners with line of business contacts, vendors, legal counsel, and other stakeholders to obtain information and resolve documentation matters
• Manages multiple assignments and deadlines while maintaining accuracy and appropriate documentation of work performed
• Applies sound judgment and escalates complex, unclear, or higher‑risk matters through the appropriate channels
• Identifies opportunities to reduce preventable re‑work and improve documentation quality, consistency, and efficiency
• Supports team meetings, training, quality reviews, and process‑improvement activities as needed
• Maintains awareness of applicable…