At a Glance
- Tasks: Prepare and review loan documentation to ensure accuracy and compliance.
- Company: Join Bank of America, a leader in financial services committed to making lives better.
- Benefits: Enjoy private healthcare, flexible benefits, and access to mental health support.
- Why this job: Be part of a diverse team that values growth, community impact, and personal development.
- Qualifications: Experience in loan administration and strong organisational skills are essential.
- Other info: Work in Bromley, just 15 minutes from central London, with great commuting options.
The predicted salary is between 43200 - 72000 £ per year.
Job Description:
Job Title: Loans/Agency Documentation Lending Fulfilment Specialist
Corporate Title: Up to VP
Location: Bromley
Company Overview:
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!
Location Overview:
Join our bustling Bromley office, situated in one of London’s greenest boroughs. Here you’ll find plentiful and easy commuting routes, with central London just 15 minutes away by train.
Role 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.
Responsibilities:
• You will be ensuring that loan documentation meets the bank policies and procedures and are delivered in an accurately and timely manner
• 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 that are 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
What we are looking for:
• Loan Administration/ Loans & Agency Documentation Experience Essential
• Loan product knowledge preferable
• Loan IQ Experience
• Customer and Client Focus
• Microsoft Excel experience will be an advantage
• Data Collection and Entry
Skills that will help:
• Excellent organisational and prioritisation skills
• Excellent communication skills at all levels
• Attention to detail
Benefits of working at Bank of America:
UK
• Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner
• Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons
• 20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum
• The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc.
• Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services.
• Access to an Employee Assistance Program for confidential support and help for everyday matters
• Ability to donate to charities of your choice directly through payroll and the bank will match your contribution
• Opportunity to access our Arts & Culture corporate membership program and receive discounted entry to some of the UK’s most iconic cultural institutions and exhibitions.
• Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.
Bank of America:
Good conduct and sound judgment is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well.
We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience.
We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.
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Senior Operations Consultant - (Loans/Agency Documentation Lending Fulfilment Specialist) employer: Bank of America

Contact Detail:
Bank of America Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Operations Consultant - (Loans/Agency Documentation Lending Fulfilment Specialist)
✨Tip Number 1
Familiarise yourself with the specific loan products and documentation processes used by Bank of America. Understanding their policies and procedures will give you a significant edge during discussions and interviews.
✨Tip Number 2
Network with current or former employees in similar roles at Bank of America. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach when applying.
✨Tip Number 3
Brush up on your Microsoft Excel skills, as proficiency in this tool is mentioned as an advantage. Consider taking a short course or using online resources to enhance your data management capabilities.
✨Tip Number 4
Prepare to discuss your experience with loan administration and agency documentation in detail. Be ready to share specific examples of how you've ensured accuracy and compliance in past roles, as this will demonstrate your suitability for the position.
We think you need these skills to ace Senior Operations Consultant - (Loans/Agency Documentation Lending Fulfilment Specialist)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Senior Operations Consultant position. Tailor your application to highlight relevant experience in loan administration and documentation.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience with loans and agency documentation. Mention any specific tools or software you have used, such as Loan IQ, and how they relate to the job.
Showcase Your Skills: Demonstrate your organisational, communication, and attention-to-detail skills in your application. Provide examples of how you've successfully managed complex documentation processes in previous roles.
Craft a Compelling Cover Letter: Write a tailored cover letter that connects your background to the values and mission of Bank of America. Express your enthusiasm for the role and how you can contribute to their commitment to responsible growth and client service.
How to prepare for a job interview at Bank of America
✨Know Your Documentation Inside Out
As a Loans/Agency Documentation Lending Fulfilment Specialist, it's crucial to have a solid understanding of loan documentation processes. Brush up on the bank's policies and procedures, and be prepared to discuss how you ensure accuracy and compliance in your previous roles.
✨Showcase Your Attention to Detail
This role demands a high level of accuracy. During the interview, provide examples of how you've successfully managed complex documentation tasks in the past. Highlight any specific instances where your attention to detail prevented errors or improved efficiency.
✨Demonstrate Strong Communication Skills
You'll be working closely with various stakeholders, including clients and legal counsel. Be ready to discuss how you've effectively communicated complex information in previous roles. Consider sharing examples of how you resolved misunderstandings or facilitated smooth transactions.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities in real-world scenarios. Think about challenges you've faced in loan administration or documentation and how you overcame them. This will show your critical thinking skills and ability to handle pressure.