Document Administrator III - Private Bank
Houston, Texas;Plano, Texas; Charlotte, North Carolina; Chandler, Arizona; Charlotte, North Carolina
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To proceed with your application, you must be at least 18 years of age.
Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Houston/Document-Administrator-III---Private-Bank_26023833)
Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position.
Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Houston/Document-Administrator-III---Private-Bank_26023833)
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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
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 the bank's policies and procedures to facilitate closings with the client and ensure lien perfection. Key responsibilities include working on highly complex documentation, supporting Loan Administrators with their primary responsibilities, and assisting the Market Leader in directing workflow and performing quality assurance. Job expectations include working with company vendors, legal counsel, line partners, and clients to ensure world class documentation accuracy.
The Mortgage Post Close Quality Control Specialist performs quality control reviews of residential mortgage loan transactions to ensure accuracy, completeness, and adherence to approved credit terms, regulatory guidelines, and internal procedures. Supporting the Bank's Ultra High Net Worth lending portfolio, this role is responsible for identifying documentation and process deficiencies, coordinating corrective action, and ensuring loans are ready for servicing and ongoing portfolio management. The position requires strong mortgage operations knowledge, critical thinking skills, and the ability to effectively communicate findings, document results within systems of record, and collaborate with business partners to meet established quality standards and service level agreements.
"Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy"
Responsibilities:
Ensures that loan documentation and lien perfection meets bank policies and procedures and that work products are delivered in an accurately and timely manner
Leads documentation, due diligence and collateral perfection, and 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
Reviews 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 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
Review Closing Disclosures and Change of Circumstance documentation for TRID compliance, validate fee accuracy, and loan terms, and identify tolerance violations and required tolerance cures
Identify, document, and track loan defects, exceptions, and compliance issues through resolution
Monitor and meet established internal and external Service Level Agreements (SLAs)
Required Qualifications:
5+ years of experience in mortgage operations, construction lending, commercial lending or related financial services roles
Knowledge of TRID, Change of Circumstances, tolerance cures, and Closing Disclosure reconciliation
Ability to read and interpret Credit Approvals and validate loan documentation against approved terms and conditions
Experience reviewing titles, insurance, collateral, trust documentation, and complex vesting structures
Strong attention to detail, risk assessment, communication, and documentation skills
Ability to manage multiple priorities and consistently meet service level expectations
Ability to Work Independently and Collaboratively in a Team Environment
Desired Qualifications:
3+ years' experience as Auditor, Quality Assurance, Closer, Loan Processing
Demonstrates mortgage loan operations, closing, or quality review experience
Bachelor's degree in business, finance, or a related field
Prior experience reviewing construction budgets, inspections, or builder contracts
Skills:
Attention to Detail
Business Acumen
Customer and Client Focus
Due Diligence
Prioritization
Adaptability
Data Collection and Entry
Oral Communications
Research
Written Communications
Analytical Thinking
Critical Thinking
Accuracy
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your "Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\EEOC\KnowYourRights6.12.pdf) " poster.
View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
