Loan Operations Specialist 1
Required skills
- loan maintenance
- loan transactions
- payments
- payoffs
- reversals
- exception items
- un-posted transactions
- out-of-balance transactions
- loan reports
- banking experience
Nice to have
- general banking experience
Role summary
City National Bank is seeking a Loan Operations Specialist to perform vital functions in loan operations. This role involves tracking and filing documents, maintaining loan files on core and auxiliary systems, processing transactions like payments and payoffs, handling exceptions, performing quality control, reviewing reports, and ensuring loan compliance. The position requires strong attention to detail, proficiency in Microsoft Office, and meeting customer service level agreements. A high school diploma or equivalent is required, with 6-12 months of general banking experience preferred. The role is Monday through Friday and is onsite.
City National Bank is a multi-award-winning and highly successful financial institution committed to delivering exceptional service to our customers—and that commitment extends across every role in our organization. We’re looking for talented individuals who share our dedication to excellence and understand the vital role customer service plays in everything we do.
Why choose City National Bank? At City, we understand that our employees are our greatest asset. That’s why we offer an inclusive and supportive work environment where you can thrive both personally and professionally. Here’s what sets us apart:
- Commitment to Excellence: We aim for excellence in everything we do. By joining our team, you’ll be part of an organization that constantly strives for innovation and improvement—always with the customer experience in mind.
- Career Growth Opportunities: We believe strongly in providing support for you to grow your skills and build a successful career. You will have opportunities to learn and advance within our organization with comprehensive training programs and ongoing professional development.
- Competitive Compensation and Benefits: In addition to a competitive salary, we offer paid time off, paid parental leave, medical, dental & vision coverage, and a 401(k) match.
- Strong Company Culture: Our employees are the heart of our organization. We foster a positive, inclusive culture where collaboration thrives and every team member contributes to delivering exceptional service—whether directly or indirectly supporting our customers.
Summary Description
Successfully performs vital functions in Loan Operations
Essential Functions
- Track and file required documents and safeguard loan files
- Perform loan maintenance on core system and auxiliary software systems
- Process loan transactions (payments, payoffs, reversals etc.)
- Process exception items including un-posted and out-of-balance transactions
- Perform quality control reviews on all systems
- Review loan reports (daily, weekly, monthly, quarterly)
- Loan compliance reviews
- Meet customer service level agreements to the branches
- High school diploma or equivalent
- 6 - 12 months general banking experience preferred
- Typically the employee may sit to perform the work. However, there may be some standing, walking, bending and lifting up to 25 pounds
- Work is generally performed indoors in environmentally controlled conditions
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
Critical Skills / Expertise
- Strong attention to detail
- Ability to use Microsoft Office products
Schedule
Monday through Friday
Join City National Bank and become part of a team where every role plays a part in creating outstanding customer experiences. We look forward to hearing from you!
City National Bank is an Equal Opportunity Employer.
Similar roles
- Lead Credit Analyst- Downtown, Sulphur Springs, TXTHE CITY NATIONAL BANK · Sulphur Springs, TX · Onsite
- Branch ManagerTHE CITY NATIONAL BANK · Beckley, WV · Onsite
Commercial Loan Operations SpecialistLMCU · Fort Myers, FL · Onsite
Commercial Loan Operations Specialist - onsite, ColumbusSynovus · Columbus, GA · Onsite
Mortgage Loan Operations Specialist (Trailing Team)AD Mortgage LLC · Fort Lauderdale, FL · Onsite- Retail Loan Operations Specialist IReliance Savings Bank · Altoona, PA · Onsite
