Document Administrator III - Custom Mortgage Lending - Inline Quality Assurance Specialist

Overview

Bank of America describes a role responsible for preparing and reviewing documentation to facilitate closings with clients and ensure lien perfection. The position supports mortgage loan closing and document preparation, reviews loan files for accuracy, and collaborates with internal partners to maintain compliance with regulatory, investor, and company requirements.

• Ensure loan documentation and lien perfection meet bank policies and are delivered accurately and in a timely manner.
• Lead documentation, due diligence, collateral perfection, and monitor loan documentation for a specific market segment.
• Review documents for accuracy, timely delivery, and necessary research to reflect appropriate transactional information and minimize rework.
• Review loan approvals and documents prepared by counsel to ensure consistency with requirements.
• Design and implement a robust filing and organizational process to support primary financial booking and initial loan funding.
• Collaborate with Client Managers, Credit and Portfolio Officers, agency management, internal and external counsel, and support units to ensure smooth transaction execution.
• Validate supporting documentation for Doc Prep Fee increases, change of circumstance requests, and other file updates.
• Demonstrate accountability, professionalism, and sound judgment in daily file handling.
• Identify documentation gaps, fee discrepancies, missing support, or defects and escalate as appropriate.
• Support quality control initiatives by reducing defects, improving accuracy, and following established review procedures.

• Required:
  
  3+ years in mortgage operations, construction lending, commercial lending, or related financial services roles.
• Strong knowledge of mortgage closing documents, closing disclosures, and fees requirements.
• Experience in a production-based environment and with reviewing financial/legal documentation, contracts, or underwriting packages.
• Ability to collaborate with Sales, Underwriting, Fulfillment, title/escrow, builders, and clients in a regulated lending environment.
• Proficiency with mortgage systems, reporting tools, and Microsoft Office.

• 3+ years experience as Auditor, Quality Assurance, Closer, Loan Processing.
• Demonstrated mortgage loan operations, closing, or quality review experience.
• Bachelor’s Degree in business, finance or related field.
• Prior experience with construction draw administration or handling construction budgets, inspections, or builder contracts.

• Shift: 1st shift (United States of America)
• Hours per Week: 40
• Pay range: $33.83 - $44.66 hourly