Job description

Position is ONSITE

Enterprise Role Overview:
Primary responsibility is to prepare/review documentation in accordance with Bank policies and procedures, to facilitate closings with the client and to ensure lien perfection. Works on routine to more complex documentation as assigned by Market Leader or designee. Interfaces with company vendors, legal counsel, line partners and clients to ensure world-class documentation accuracy. Maintains primary responsibility for accuracy of documentation and SOR financial data, timely delivery of documents, and elimination of controllable re-work.

Job Description:

• Facilitates commercial fulfillment requests by from initial engagement up to booking on the system of record

• Role requires:

o Frequent contact with business partners, both internal and external, as well as commercial credit clients, ranging from Small Business to Middle Market
o Attention to detail for reviewing due diligence, credit documentation, and organizing a workload that typically consists of 10 to 20 requests at any given time

Required Skills:

• Documentation Review
• Due Diligence Review
• Client/Business Partner Contact
• Beginner Excel (navigation, filtering existing tables/data, input status updates into cells)
• Beginner SharePoint (navigation, editing existing records, inputting new requests/data)
• Beginner Word (copying/pasting text, text alignment)

Desired Skills:

• Intermediate to Advanced Excel (preparing dashboards based on existing templates, creating complex IF statements and LOOKUPs, knowledge of VBA)
• Intermediate to Advanced SharePoint (list development and maintenance, user/group permission creation and maintenance, use of SharePoint Designer)
• Able to analyze large data sets and develop a story based on the data

1. Financial Operations Experience
2. Documentation (preferably commercial) and/or Due Diligence review
3. Customer service skills to maintain accurate records and provide routine status updates to business partners and clients

Pay: $28.71

Contract: 6 months

Location: Waltham, MA

Hours: 40 a week

Job Types: Full-time, Contract

Pay: $28.73 per hour

Physical setting:

• Office

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Ability to commute/relocate:

• Waltham, MA: Reliably commute or planning to relocate before starting work (Required)

Education:

• High school or equivalent (Required)

Experience:

• Document review: 2 years (Preferred)
• Excel: 2 years (Preferred)

Work Location: One location

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