Accounting Close, Business Banking, Business Skills, Commercial Property Loans, Communication Skills, Credit Analysis, Customer Relations, Customer Support/Service, Data Collection, Data Entry, Detail Oriented, Diversity, Documentation, Documentation Review, Due Diligence, Establish Priorities, Facilities Management, High School Diploma, Insurance, Leadership, Legal, Legal Documents, Liens, Lift/Move 30 Pounds, Loan Approval, Loan Closing, Loan Documents, Loan Funding, Loan Review, Loan Structuring, Maintain Compliance, Metrics, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Multitasking, Office Equipment, Operational Support, Organizational Skills, Paralegal, Presentation/Verbal Skills, Process Management, Sales, Team Player, Time Management, Underwriting, Writing Skills
Position: Credit Quality Analyst (Loan Documentation Specialist)
Location: Waltham, MA
Assignment: 8/31/2026 – 8/30/2027
Pay Range: $30.23 hourly, paid weekly.
Schedule: Monday – Friday, 8:30 AM – 5:00 PM
Fully Onsite: Please note that this role is required 5 days in office.
Job Description:
The Document Administrator II for the Fulfillment Team within Global Credit Operations will serve as the Business Banking “Loan Closing Coordinator” from a due diligence and documentation standpoint. The Document Administrator works with various business partners (clients, sales, credit underwriting, legal, and operations) to collect, review, and complete due diligence such as Insurance, UCC, Good Standing, Title, Collateral, etc. to ensure the loan documentation package is prepared correctly and ready to close on time for the client.
Key responsibilities include documenting new facilities, amending existing facilities, and managing the closing process/due diligence requirements of commercial credit policy once engaged to Fulfillment. Effective communication and collaboration in the office with business partners, peers, and third-party vendors is essential to foster a cohesive environment.
Responsibilities:
- Ensures that loan documentation and lien perfection meet bank policies and procedures and that work products are delivered in an accurate and timely manner.
- Reviews documentation, performs due diligence and collateral perfection, and monitors loan documentation for a specific market segment.
- 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 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.
Required Skills:
- 1 year of preparing legal loan documents or legal documentation review.
- 2 years of financial services experience.
- Excellent communication skills both written and verbal and acts with urgency.
- Ability to professionally handle multiple tasks while balancing the need for both quality and efficiency in a fast-paced metric-centric environment is a necessity.
- Proficient working knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook, and OneNote).
- Strong organizational skills with time management, and ability to manage multiple priorities under tight deadlines.
- Commitment to excellent internal and external customer service.
- Motivated, solution driven and creative thinker.
- Adapts and embraces change in technology, changes in policies and procedures.
- Demonstrates the ability to lead and fosters teamwork and change
Desired Skills:
- College Degree preferred.
- Working knowledge of LoanIQ, HotDocs, and Credit Center.
- Commercial real estate loan experience.
- Paralegal experience is beneficial.
- Comprehension of commercial credit operations.
- Desire the commitment to take on leadership responsibilities and grow within the role.
- High School Diploma/GED/Secondary School or equivalent.
Skills:
- Attention to Detail
- Customer and Client Focus
- Data Collection and Entry
- Due Diligence
- Prioritization
- Adaptability
- Business Acumen
- Oral Communications
- Written Communications
- Research
About Canon Recruiting:
- May on occasion be exposed to loud sounds and distracting noise levels, such as from office equipment.
- The ability to lift up to 30lbs.
- Use of computers and technology.
Here at Canon Recruiting, People are our priority, and we are committed to Include Diversity in every segment of who we are. It is only through our Diversity; we are made a stronger organization and increase our ability to provide top tier candidates that our clients have come to know Canon for.
We have an inclusive environment all employees are celebrated for their unique differences. The different perspectives and experiences of our workforce give us the competitive advantage that is essential for success in an ever-changing market. By promoting inclusion with the same enthusiasm, we devote to quality and competency and using the experience from a diverse assortment of backgrounds and experiences, Canon can improve the services and value we deliver to clients, employees, and customers.
At Canon, Diversification and Inclusiveness are much more than a corporate ambition; they are a critical component in our daily corporate life. Canon Recruiting is committed to a diverse and inclusive workplace. Canon Recruiting is an equal opportunity employer and does not discriminate based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
The pay range for this position is listed above. Base pay information is based on market location. We will consider for employment qualified applicants with arrest and conviction records. Our range of benefits may include health care and 401(k) savings plans. For individuals with disabilities who would like to request an accommodation, please email hr@canonrecruiting.com