Document Administrator II

Global Credit Operations

Responsible for the fulfillment, servicing and protection of credit offerings for business banking, Global Wealth & Investment Management (GWIM), commercial and corporate clients as well as leasing and trade products. This job is responsible for preparing and reviewing documentation in accordance with bank policies and procedures to facilitate closings with the client. Must work on routine to more complex documentation as assigned by the Market Leader or designee, interfacing 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.

• Ensures that loan documentation and lien perfection meet bank policies and procedures and that work products are delivered accurately and timely.
• 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.

• Minimum of two years of legal document review.
• Minimum of two years of financial services experience.
• Excellent communication skills both written and oral.
• Attention to detail.
• Ability to manage multiple tasks in a fast‑paced, metrics‑driven environment.
• Adaptability and openness to changes in technology, policy and procedures.

• Commercial and syndicated lending.
• LoanIQ experience.

• 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.

1st shift (United States of America).

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