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Documentation, Operations Specialist

Documentation, Operations Specialist

Job ID 
Job Locations 
US-UT-Cottonwood Heights
Job Type 
Regular Full-Time

More information about this job


BofI Federal Bank [NASDAQ: BOFI] branchless, online bank that is one of the fastest growing banks in the nation. Rated in the top 5 of online banks in the country, it's a great time to join BofI as we move forward in innovation of the industry. 


Job Responsibilities:

  • Assist and work closely with the Documentation Manager
  • Handle administrative duties and other tasks on documentation team
  • Prepare or assist in the preparation of commercial lease documentation packages, Commitment or Proposed Lease Letters and cover letters
  • Create lease files and worksheets
  • Assist in due diligence, including review and confirmation of entity type, status, name/address, good standing, qualification, etc. in connection with commercial lease transactions
  • Prepare or assist in the preparation of redline documents
  • Prepare purchase orders, partial acceptance authorizations and other documentation
  • Enter information into transaction reporting spreadsheet and/or accounting or operating systems
  • Assist with the preparation of UCC filings; perform quality control in connection with filings
  • Support general documentation function and perform other tasks, including copying, faxing, scanning and filing, as needed

Key Skill Sets or Knowledge Requirements:

  • Proficient in Microsoft Word, Excel and other programs
  • High attention to detail
  • Ability to build relationships and work well in a close team environment
  • Excellent time management skills
  • Ability to perform multiple tasks
  • Strong written and verbal communication skills

Desired Career Experience & Education Requirements:

  • 1 year prior administrative or commercial documentation experience, preferably with a financial institution
  • Minimum of high school equivalency
  • Some college education prefferred


Job Functions and Work Environment:

While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.


The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.


Equal Employment Opportunity:

BofI Federal Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex , gender identity and expression, sexual orientation, national origin, ancestry, citizenship status, uniform service member and veteran status, marital status, pregnancy, age, protected medical condition, genetic information, disability, or any other protected status in accordance with all applicable federal, state and local laws. Candidates must possess authorization to work in the United States.