Loan Document Specialist Senior
22 hours ago
**LOAN DOCUMENT SPECIALIST SENIOR**
**ROLE SUMMARY**
As a Loan Document Specialist Senior at City National Bank, you will play a critical role in the preparation of loan documents. Your primary responsibility will be to obtain and review all necessary loan information to prepare adequate loan documents, taking appropriate action on any issues that arise. You will also act as a liaison with internal and external sources, coordinating loan analysis meetings, working with title and escrow companies, and internal and external legal sources.
**KEY RESPONSIBILITIES**
- Obtain and review all necessary loan information to prepare appropriate loan documents, including credit approvals, appraisals, borrowing authority documentation, contracts, CC&Rs, leases, permanent commitments, title information, request for demand, project budget, and loan cost breakdown.
- Take appropriate action on any issues that arise to meet the requested document due date.
- Coordinate loan analysis meetings in accordance with established procedures, scheduling all required parties within 24 hours of receipt of an approved RELAR/PCMF and credit memo or within a reasonable amount of time upon receipt of a draft RELAR/PCMF and credit memo.
- Prepare real estate loan documents (i.e., loan agreements, financing statements, notes, trust deeds, disclosure statements, etc.) based on knowledge of loan type and of bank and department policies and procedures.
- Participate in loan document negotiation with the borrower and relationship manager, ensuring compliance with all federal and state laws and regulations.
- Work with the Legal Department or outside counsel when appropriate to coordinate the preparation of real estate documents or to obtain specific legal language as needed.
- Communicate with title officers to ensure that all title issues are satisfied, and the loan is properly recorded and funded within established time frames.
- Facilitate loan closing, ensuring that all loan documents are properly executed, comprehensive recording instructions to title company are prepared and delivery is verified, loan is recorded, booked, and funded accurately and expeditiously.
**REQUIREMENTS**
- 3-5 years of experience in commercial real estate documentation.
- 3-5 years of experience in a commercial bank or other financial institution.
- 3-5 years of basic computer experience required (e.g., Microsoft Word, Excel, Outlook, and PowerPoint).
**BENEFITS AND PERKS**
At City National Bank, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks here.
**INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT**
City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other basis protected by law.
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