Document Administrator II

Job Description:

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 a diverse and 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.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for preparing and reviewing documentation in accordance with bank policies and procedures to facilitate closings with the client. Key responsibilities include working on routine to more complex documentation as assigned by the Market Leader or designee and interfacing working with company vendors, legal counsel, line partners, and clients to ensure world-class documentation accuracy. Job expectations include maintaining accuracy of documentation and system of record financial data, delivering documents in a timely manner, and eliminating controllable rework.

Responsibilities:

• Generate Insurance requirement letters and send to client/agent/broker.
• Receive/Review incoming insurance policies for compliance with bank and federal guidelines.
• Contact client/agent/broker to resolve items out of compliance.
• Gives technical advice and guidance to business units and interdisciplinary teams on a project.
• Maintain systems of record for continued monitoring of insurance.
• Work in a paperless environment and adhere to compliance guidelines.
• Professional and positive team player, with ability to promote collaboration, and communicate with impact.
• Learn and adapt quickly, hold self and others accountable for high performance standards.

Requirements:

• Must know BOA platform system knowledge (LoanIQ, CTS, EDR, Genesis) or understanding of commercial property and casualty insurance requirements.
• Strong verbal and written communication skills.
• Ability to build partnerships across the organization to ensure efficiency and achieve customer satisfaction.
• Effective prioritization of multiple tasks, balancing quality and productivity.
• Proficient time management and attention to detail

Additional Requirements:

• Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.
• Excels in working among diverse viewpoints to determine the best path forward.
• Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner.
• Commitment to challenging the status quo and promoting positive change.
• Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
• Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.

Skills:

• Attention to Detail
• Customer and Client Focus
• Data Collection and Entry
• Due Diligence
• Prioritization
• Adaptability
• Business Acumen
• Oral Communications
• Written Communications
• Research

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

Shift:

1st shift (United States of America)

Hours Per Week: 

40