JobsUSALoan Documentation Specialist
Company : Bank of America
Location : Plano, TX, 75023
Posted Date : 15 September 2025
Job Details
Bank Of America Job Posting
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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Primary responsibility is to prepare/review documentation in accordance with bank policies and procedures. Independently perform research and discuss loans with line partners with confidence and knowledge. Independently works with a range in complexity of documentation. Interfaces with company vendors, legal counsel, and line partners to ensure world-class documentation accuracy. Maintain primary responsibility for accuracy of documentation, timely delivery of documents, and elimination of controllable re-works. In all measurable categories, maintains an acceptable level of errors. Assist Market Leader in the facilitation of team meetings, training, and quality review when necessary.
This role's primary responsibility is to review syndicated lending documentation in accordance with Bank policies and procedures and facilitate closings with business partners, client managers, and portfolio officers. Interfaces with third party administrative agents, legal counsel, and clients to ensure documentation accuracy and completeness in syndicated loan transactions. Acts as the primary point of contact between business partners/client managers/portfolio officers and operations teams for syndicated loan transactions. Responsible for reviewing loan documentation for key terms needed for financial booking. Works with limited supervision.
Required Skills:
- Previous banking operations experience
- Strong financial acumen and knowledge of key loan documentation concepts
- Ability to work independently with limited supervision in a fast-paced environment
- Excellent communication skills (verbal and written)
- Adept at balancing multiple tasks while maintaining quality and efficiency in work product
Desired Skills:
- Bachelor's Degree
- Legal/paralegal experience
- Previous loan documentation experience, particularly with commercial credit
- Working knowledge of Loan IQ or similar loan accounting system
- Microsoft Suite skills proficiency (preferred)
Skills:
- Attention to Detail
- Legal Structures and Legal Forms
- Oral Communications
- Prioritization
- Recording/Organizing Information
- Written Communications
- Data Collection and Entry
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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