CareerPlan

Documentation Administrator II - Commercial Credit Fulfillment

Phoenix, USFull-time2026-11-06 → 2026-11-10
On-site

Core

Preparing and reviewing commercial credit documentation to facilitate client closings and ensure lien perfection.

Role type

Commercial credit documentation specialist

Builds

Loan documentation and lien perfection packages for commercial and corporate clients

Domain

Banking / Commercial Credit Operations

Required skills

Documentation review, Due diligence, Collateral perfection, UCC searches, Title reviews, Insurance verification, Environmental assessments, Legal coordination, Vendor management, Data accuracy

Preferred skills

Commercial real estate lending experience, Paralegal experience, LoanIQ, HotDocs, Credit Center

Technologies

LoanIQ, HotDocs, Credit Center

Responsibilities

Prepare and review loan documentation and lien perfection per bank policies; Perform due diligence and collateral perfection; Review documents for accuracy and timely delivery; Review loan approvals and documents prepared by counsel; Design filing and organizational processes for financial booking and funding; Coordinate with Client Managers, Credit Officers, legal counsel, and vendors.

Seniority

Entry-level to Mid-level, hands-on IC