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Document Administrator I

Bank of America

Plano, TXOn Site

Original Job Summary

About Bank of America

At Bank of America, we are guided by a common purpose to help make financial lives better through every connection. Our commitment to responsible growth and an inclusive in-office culture allows us to support our clients, teammates, communities, and shareholders.

Role Overview: Document Administrator I

The Document Administrator I supports Global Credit Operations by preparing and reviewing loan documentation in accordance with bank policies.

Key Responsibilities

  • Prepare and review documentation to facilitate client closings.
  • Ensure loan documentation and lien perfection meet bank standards.
  • Coordinate with legal counsel, vendors, and portfolio officers to execute transactions.
  • Monitor and reconcile client collateral and financial booking activities.
  • Design efficient filing and organizational processes.

Minimum Qualifications

  • 2+ years experience in loan documentation review or records management.
  • Proficiency in Microsoft Office Suite and basic file format handling (PDF, DOCX, XLSX).
  • Ability to learn internal systems and databases.
  • High School Diploma / GED or equivalent.

Additional Information

This role is a full-time, on-site position with a 40-hour work week during the 1st shift in the United States.

Key Skills/Competency

  • Loan Documentation
  • Records Management
  • Client Service
  • Microsoft Office
  • Data Entry
  • Due Diligence
  • Collateral Management
  • Filing Systems
  • Accuracy
  • Communication

How to Get Hired at Bank of America

🎯 Tips for Getting Hired

  • Customize your resume: Highlight documentation review and administrative skills.
  • Showcase detail orientation: Include error reduction and precision examples.
  • Research Bank of America's culture: Review mission, values, and office requirements.
  • Prepare system knowledge: Mention proficiency with Microsoft Office and file formats.

📝 Interview Preparation Advice

Technical Preparation

Review Microsoft Office features.
Practice document accuracy techniques.
Familiarize with PDF, DOCX tools.
Learn internal systems basics.

Behavioral Questions

Describe overcoming documentation errors.
Explain team coordination examples.
Discuss handling tight deadlines.
Describe attention to detail in work.