Document Administrator III at Bank of America preparing and reviewing mortgage documentation. Collaborating with clients and internal teams to ensure accuracy and compliance.
About the role
- Contract Administrator handling documentation and processing of financial transactions for DLL in US Operations. Collaborating with cross-functional teams and ensuring compliance with company policies.
Responsibilities
- Documentation Review & Execution:
- o Review standard financial transaction documentation to ensure legal enforceability and adherence to company policies.
- o Ensure the company's security interests (UCC and/or Title when applicable) in the equipment have been established.
- o Analyze documents to ensure customer intentions are reflected in the document package and work with our Commercial teams to translate the customers' needs into a correct and timely solution.
- o Execute documents on behalf of the company.
- Transaction Processing:
- o Ensure proper activation of transactions into the appropriate systems for booking, funding, tracking, and invoicing purposes.
- o Ensure the information entered is in conformance with business & program requirements, company policies, and pricing and profitability parameters.
- o Act as the last line of defense for adherence to company Know Your Customer policies as well as various state, federal, and provincial regulations.
- External Communications:
- o Receive and handle inbound correspondence & inquiries from dealers and solve first line inquiries regarding the receipt, booking, and potential correction of finance transactions.
- Problem Solving:
- o Interface cross-functionally with areas such as Sales, Sales Support, Credit, Legal, and Operations to resolve pre- and post-booking transactional, customer, and dealer issues.
- Optimization:
- o Contribute to department efficiencies by identifying bottlenecks and contributes to the formulation of solutions/improvement.
- o Contribute to ongoing policy and procedure review and development.
- o Be able to work in multiple systems simultaneously.
- Training and Development:
- o Take the initiative to seek and participate in formal and informal training opportunities to enhance your knowledge and value to the company.
- o Flexibility and willingness to assist other operational departments when volume is low is required.
Requirements
- Bachelors Degree or equivalent professional experience
- 1+ year(s) experience in the financial services industry or in an administrative role is preferred
- Knowledge and proficiency in leasing/financial service products
- Demonstrated success in current and former positions
- Ability to work in a fast-paced environment, with cross-functional stakeholders at different levels
- Customer-Centric mindset · Detail oriented, High level of accuracy in own work
- Strong verbal, written and inter-personal skills are critical
- Ability to thrive under pressure, while exercising good judgment and willingness to make decisions.
- Ability to overcome objections and develop sound relationships with stakeholders.
- Ability to work cross-functionally across teams and influence decisions outside of traditional span of control.
- Time management and prioritizing
Benefits
- Two working days per year volunteering for a local charity.
- Health and Wellness program including healthy food, free health checks, fun health & vitality activities.
- Flexible hours with possibility to work from home
- Career development opportunities: online learning, member development programs.
- Check this link to an overview of all benefits in your region.
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