Document Administrator I

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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 the bank's policies and procedures to facilitate closings with the client. Key responsibilities include working on routine documentation as assigned by the Market Leader or designee and working with company vendors, legal counsel, line partners, and clients to ensure world-class documentation accuracy. Job expectations include completing primary financial booking, maintaining accuracy of documentation and system of record financial data, delivering documents in a timely manner, and eliminating rework.

Responsibilities:

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

• Supports documentation reviews, due diligence activities, collateral perfection, and the 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

• Examines, monitors, reconciles and track client collateral.

• Assists with reviewing 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 Credit and Portfolio Officers, agency management, internal and external legal counsel, and many internal operational support units to ensure seamless execution of transactions

Minimum Qualifications:

• Minimum of 2 years of experience in loan documentation review, administrative support, client or customer service support, document control, or records management

• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)

• Basic understanding of file formats (PDF, DOCX, XLSX) and scanning tools

• Ability to learn and use internal systems and databases

Skills:

• Attention to Detail

• Customer and Client Focus

• Data Collection and Entry

• Due Diligence

• Written Communications

• Adaptability

• Oral Communications

• Prioritization

• Business Acumen

• Research

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

Shift:

1st shift (United States of America)

Hours Per Week:

40