CareerPlan

Documentation Administrator III - Commercial Credit Fulfillment

Waltham, USFull-time$63k–$92k2026-10-30 → 2026-11-11
On-site · United States

Core

Manage documentation and closing processes for commercial credit transactions, ensuring accuracy and compliance with bank policies and regulations.

Role type

Commercial credit documentation administrator

Builds

Commercial lending solutions and credit facilities

Domain

Banking / Commercial Credit

Required skills

Commercial loan documentation review, Microsoft Office proficiency, issue identification and resolution, data integrity management, process improvement

Preferred skills

Collateral due diligence (UCC searches, title reviews), commercial lending platforms (LoanIQ, HotDocs), Paralegal experience, AI tool adoption

Technologies

Microsoft Office, LoanIQ, HotDocs, Credit Center, Microsoft Copilot

Responsibilities

Prepare and review documentation for commercial credit facilities, manage end-to-end closing process including due diligence and lien perfection, partner with legal counsel and clients to facilitate closings, conduct collateral due diligence activities, ensure data accuracy in systems of record, resolve issues impacting transaction quality or timelines

Seniority

Mid-level, hands-on IC