Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Syndicated & Corporate Lending Closer (Document Administrator III )

Bank of America ATM

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!

This job is responsible for reviewing documentation, closing, booking, and funding syndicated lending transactions where Bank of America is the administrative agent, in accordance with the bank's policies and procedures. Key responsibilities include working with internal and external business partners to facilitate successful closings for multiple commercial and corporate lending lines of business.

Line of Business

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. Syndicated and Corporate Lending Document Administrators manage closings, funding, and booking for syndicated lending transactions where Bank of America is the administrative agent. This role also manages the incoming and outgoing payments required from the Borrower and Lenders and books the new commitment, amendment, or restructure updates in the Loan IQ system of record.  This role works closely with Client Manager, Credit and Portfolio Officers, Agency Management, Internal and External Legal Counsel and many internal operational support units to ensure seamless execution of transactions. 

Responsibilities:

  • Ensures that loan documentation and lien perfection meets bank policies and procedures and that work product is delivered in an accurate and timely manner

  • Reviews the loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements

  • Completes 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

Required Qualifications:

  • 2+ years of experience with commercial lending or Loan IQ (system of record)

  • Familiarity with commercial credit or commercial loan terminology

  • Experience with reading, interpreting, and analyzing complex legal documentation such as credit agreements, and amendments

  • Highly organized, proactive, and able to plan, prioritize and manage deliverables

  • Strong written and verbal communication skills; able to target messaging to different audiences

  • Effective problem-solving skills

  • Proficient computer skills, including Windows, Excel, Word, and Outlook

  • Can work independently while balancing early escalation to ensure seamless closing

  • Adapts well to a quickly evolving environment

Desired Qualifications :

  • Syndicated loan experience 

  • Legal, finance, accounting, or mathematical background

  • Bachelor’s degree or equivalent loan administration experience

Skills:

  • Attention to Detail

  • Business Acumen

  • Customer and Client Focus

  • Due Diligence

  • Prioritization

  • Adaptability

  • Data Collection and Entry

  • Oral Communications

  • Research

  • Written Communications

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Vacancy posted 27 days ago
Similar jobs that could be interesting for youBased on the Syndicated & Corporate Lending Closer (Document Administrator III ) in Plano, TX vacancy
  •  ...Washington. CONVENTUS MISSION AND VISION Conventus Holding Corporation was envisioned and created to reduce the number of economic...  ...industry leaders within your market to position CHC as a preferred lending partner Become an expert of our product suite and... 
    Suggested
    Full time
    Remote work

    Conventus

    Plano, TX
    1 day ago
  •  ...position of Commercial Loan Participation & Syndication Specialist in Plano, TX ....  ...manner of communication as outlined in loan documentation. Remit funds to participant and syndicate...  ...systems, banking applications and lending. Must possess exceptional detail and... 
    Suggested
    Full time
    Work experience placement
    Flexible hours

    Sunflower Bank, N.A.

    Plano, TX
    5 days ago
  • $33.26 - $45.73 per hour

     ...seeking an experienced Billing Specialist III to support high-visibility Aerospace &...  ...with major government customers.As SNC's corporate team, we provide the company and its...  ...reports and gather required supporting documentation.Create, maintain and update Billing Matrices... 
    Suggested
    Permanent employment
    Full time
    Contract work

    Sierra Nevada Corporation

    Plano, TX
    5 days ago
  •  ...Openings1What Is the Opportunity?The Manager, Corporate Real Estate directs corporate real...  ...skills to negotiate lease terms, document language, and related issues to obtain...  ...degree with concentration in business administration, real estate, finance or related field.... 
    Suggested
    Full time
    Work at office
    Local area
    Relocation

    The Travelers Indemnity Company

    Richardson, TX
    5 days ago
  • CountryPlace Mortgage, a Cavco Company, seeks a Consumer Lending Credit Analyst to join the Plano, TX office. You’ll review loan submissions, verify program compliance, and work with loan officers to keep the process smooth for retailers and borrowers. The ideal candidate... 
    Suggested
    Work at office

    CountryPlace Mortgage - A Cavco Company

    Plano, TX
    3 days ago
  • Cavco Industries, CountryPlace Mortgage is seeking a Consumer Lending Credit Analyst in Plano, TX to review loan documentation and verify adherence to program guidelines. The role collaborates with loan officers to keep the process smooth for retailers and borrowers at... 

    Cavco Industries, Inc.

    Plano, TX
    2 days ago
  • CountryPlace Mortgage in Plano, TX seeks a Consumer Lending Credit Analyst to review loan documentation and verify program compliance. This in-person role supports loan officers to ensure smooth processing for retailers and borrowers. You will assess income, assets, surveys... 
    Work at office

    Palm Harbor Homes

    Plano, TX
    2 days ago
  •  ...guide teams, provide technical direction, and partner with business units on critical initiatives. You will work in an operations setting with knowledge of commercial lending, using LIQ and related tools to ensure accuracy and continuous improvement. #J-18808-Ljbffr... 

    Bank of America

    Plano, TX
    1 day ago
  • CountryPlace Mortgage in Plano, TX is seeking a Lending Associate for its Originations team. This in-person role involves reviewing loan documentation, collaborating with loan officers, processors, and underwriting to render timely credit decisions while maintaining outstanding... 

    CountryPlace Mortgage - A Cavco Company

    Plano, TX
    1 day ago
  •  ...Commercial Loan Specialist- Corporate Administration CloserPerforms the daily...  ...review of commercial loan documents, booking and funding complex...  ...and procedures. Supports lending staff (CRE, Middle Market,...  ...with Participations and Syndications is a plus.Must possess very... 
    Work at office
    Monday to Friday

    Prosperity Bank

    Plano, TX
    3 days ago
  • Capital One is seeking a Credit Analyst I for Small Business Lending in Plano, TX. You will analyze complex loan statements, assess risk, and support covenant tracking across a portfolio. The role requires a Bachelor's degree or military experience; 2+ years in financial... 

    Capital One

    Plano, TX
    1 day ago
  •  ...based on performance! MAIN SKILLS/EXPERIENCE IS Needed! Syndicated and Corporate Lending experience. Loan IQ experience. Business/Finance/...  ...function/LOB control, policy, procedures, and risk/control documentation Assess levels of adherence/execution and identify risk/... 
    Contract work
    Worldwide

    Dexian

    Plano, TX
    4 days ago
  •  ...Guardian Mortgage has been in the mortgage lending and servicing business in southeastern...  ...and completing closing files, the Closer provides Guardian Mortgage customers with...  ...timely and compliant closing for their home. Documentation (Preparation and Review) -Produce,... 
    Temporary work

    Guardian Mortgage Company, Inc

    Richardson, TX
    5 days ago
  • $31.2k - $39k

     ...United States seeks an Associate to support BCM - Commercial Leasing & Lending. You will evaluate leasing and lending opportunities, gather data, review lease terms, and maintain accurate documentation under senior guidance. This role emphasizes compliance, market... 
    Work at office
    Day shift

    3409 Genpact LLC

    Plano, TX
    1 day ago
  • Genpact Ltd. is seeking a leasing and lending analyst to support data-driven evaluation of opportunities, term preparation, and compliant documentation. You will assist with market research and cross-functional collaboration across leasing and lending activities. The role... 

    Genpact Ltd.

    Plano, TX
    3 days ago
  • Overview Aimbridge Corporate - Executive Assistant Address 5301 Headquarters Drive, Plano...  ...Assistant About Us: The Executive Administrative Assistant is responsible for...  ...development invoices and subcontractor/vendor documentation. Manage incoming calls, emails, and visitors... 
    Daily paid
    Full time
    Contract work
    Temporary work
    For subcontractor
    Work at office
    Flexible hours
    Shift work

    Aimbridge Hospitality

    Plano, TX
    5 days ago
  •  ...Identification 210802180 Job Category Administrative Assistant Business Unit Consumer & Community...  ...Become an integral part of Home Lending Product and Transformation team where you...  ...the organization Maintain department documents, including current organizational charts... 
    Full time
    Work at office
    Shift work

    JPMorgan Chase & Co.

    Plano, TX
    3 days ago
  •  ...Seeking an onsite Documentation Specialist to join a Fortune 500 Financial Services Corporation. The department is a high volume and fast paced line of business. As...  ...will be assigned various documentation and administrative tasks daily that will exercise your strengths... 
    Work at office
    Monday to Friday
    Flexible hours

    Dexian

    Plano, TX
    4 days ago
  • $25k

    What Drives Success The Commercial Credit and Collections Analyst III position reports to the Supervisor of Commercial Credit Services. JOB DUTIES Conduct daily collection calls and periodic customer visits to resolve account receivable balances. This includes contact by... 
    Work experience placement
    Work at office
    Remote work

    Lennox International

    Richardson, TX
    1 day ago
  • Capital One in Plano, TX is seeking a Credit Analyst I to analyze complex loan portfolios and monitor risk on individual loans and relationships. The role involves evaluating financial statements, cash flows, covenants, and collateral, with emphasis on timely, high-quality...
    Interim role

    Capital One Group

    Plano, TX
    2 days ago
  •  ...seeking a Senior Mortgage Closer/Funder to help grow our Closing...  ...approving critical funding documents. You will work closely with...  ...refinance) to comply with lending practices and federal regulations...  ...commitments Perform administrative, database administration and... 
    Permanent employment
    Work at office

    CountryPlace Mortgage Ltd.

    Plano, TX
    16 days ago
  • $73.5k - $83.9k

     ...Senior Administrative Assistant Capital One is seeking an exceptionally bright, self-motivated, and experienced Administrative Support Assistant III. This pivotal role supports multiple executives, ranging from Director to Managing Vice President level, within a fast... 
    Full time
    Part time
    Work at office
    Local area
    Immediate start

    Capital One

    Plano, TX
    1 day ago
  •  ...ResponsibilitiesProvide application and documentation support to assigned Loan Officers....  ...and peripheral vision.Location: Plano Corporate OfficeQualificationsEducation:High school...  ...Competencies:Strong knowledge of mortgage lending practices, regulations, and guidelines.... 
    Work at office

    Green Brick Partners Inc

    Plano, TX
    4 days ago
  •  ...programs, as well as all state and federal lending regulations (FHA, VA, Fannie Mae,...  ...loan application, including all required documents and disclosures, and coordinate the process...  ...customer service skills.Ability to demonstrate corporate responsibility by living our core values... 
    Local area

    NewRez LLC

    Richardson, TX
    3 days ago
  • $73k - $80k

     ...or a related field Experience in commercial loan underwriting Strong understanding of credit analysis and commercial real estate lending Proficient in Microsoft Office Strong communication and writing skills Ability to organize, prioritize, and manage multiple assignments... 
    Work at office

    Grand Pacific Financing Corp

    Plano, TX
    1 day ago
  •  ...best-in-class.As a Vice President on the Corporate & Investment Bank (CIB) Credit Risk...  ...will be responsible for capital markets, lending activities, and related credit exposures...  ...Security Services, Legal, IB Coverage, Syndicated & Leveraged Finance, Debt Capital Markets... 

    JPMorgan Chase

    Plano, TX
    7 hours ago
  •  ...Acquisition Success l Let's Connect! Part Time Corporate Office Assistant Location: Frisco, TX...  ...to help manage facilities and administrative needs at the office. This is a great opportunity...  ...(especially acquisition-related documents) Prepare and send outgoing mail via USPS... 
    Full time
    Part time
    Work at office

    Wheeler Staffing Partners

    Frisco, TX
    5 days ago
  •  ...Life Insurance Companies and/or other lending programs.Essential Duties and ResponsibilitiesSpecific...  ..., premium invoices, and any other documentation required to facilitate...  ...Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or... 
    Full time
    Part time
    Work at office
    Local area
    Shift work
    Day shift

    Truist

    Frisco, TX
    3 days ago
  •  ...Commercial Loan Documentation Preparation SpecialistAt Sunflower Bank, N.A., we're experiencing great growth. Since our founding in 1892,...  ...preparation and review of required information necessary for commercial lending transactions including new loans and/or modifications of... 
    Full time

    Sunflower Bank

    Plano, TX
    3 days ago
  •  ..., email, and text communication.Stay current on market trends, lending programs, and regulatory requirements to provide tailored financing...  ...position. "Office" employees regularly work at an existing ZG corporate office for approximately 80 to 100 percent of their time each... 
    Work at office
    Local area

    Zillow Referrals

    Plano, TX
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Syndicated & Corporate Lending Closer (Document Administrator III ). Be the first to apply!