Loan Document Specialist Senior

22 hours ago

New York, New York, United States City National Bank Full time

**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.

  • Loan Documentation Specialist

    2 weeks ago

    New York, New York, United States Citigroup Full time

    Job SummaryWe are seeking a highly skilled Loan Documentation Specialist to join our team at Citigroup. As a key member of our loan operations team, you will be responsible for managing loan documentation, preparing and reviewing loan documents, and providing support to various tasks related to the loan process.Key ResponsibilitiesManage loan documentation,...

  • Senior Loan Workout Specialist

    4 weeks ago

    New York, New York, United States MUFG Bank, Ltd. Full time

    Job Title: Senior Loan Workout SpecialistWe are seeking a seasoned banking professional to join our team as a Senior Loan Workout Specialist. In this role, you will be responsible for managing a portfolio of distressed corporate credits, analyzing financial statements, and developing strategies to minimize losses and maximize recoveries.Key...

  • Loan Workout Specialist

    1 month ago

    New York, New York, United States MUFG Full time

    Unlock Your Potential as a Loan Workout SpecialistAre you ready to take your career to the next level in the world of finance? Mitsubishi UFJ Financial Group (MUFG) is seeking a talented Loan Workout Specialist to join our team in New York. As a key member of our Special Assets Division, you will play a critical role in managing and monitoring a distressed...

  • Loan Workout Specialist

    2 weeks ago

    New York, New York, United States MUFG Full time

    About the RoleWe are seeking a highly skilled and motivated Associate - Junior Loan Workout Specialist to join our Special Assets Division in New York. As a key member of our team, you will play a critical role in managing a distressed loan portfolio, analyzing financial statements, and developing financial models to measure and monitor operating and...

  • Loan Services Senior Specialist

    2 weeks ago

    New York, New York, United States Glens Falls National Bank & Trust Company Full time

    Job Title: Loan Services Senior SpecialistWe are seeking a highly skilled and experienced Loan Services Senior Specialist to join our team at Glens Falls National Bank & Trust Company.About the Role:The Loan Services Senior Specialist will be responsible for providing training and development to team members, ensuring issues are identified and resolved, and...

  • Loan Workout Specialist

    4 weeks ago

    New York, New York, United States MUFG Full time

    Job Title: Associate - Junior Loan Workout SpecialistWe are seeking a highly motivated and detail-oriented Associate - Junior Loan Workout Specialist to join our Special Assets Division in New York. As a key member of our team, you will play a critical role in managing a distressed loan portfolio and assisting in the turnaround or exit of complex credit...

  • Loan Workout Specialist

    5 days ago

    New York, New York, United States MUFG Bank, Ltd. Full time

    Job Title: Associate - Junior Loan Workout SpecialistWe are seeking a highly motivated and detail-oriented Associate - Junior Loan Workout Specialist to join our team at MUFG Bank, Ltd. in New York. As a key member of our Special Assets Division, you will play a critical role in managing a distressed loan portfolio and assisting in the turnaround or exit of...

  • Senior Accounting Specialist

    4 days ago

    New York, New York, United States Centraprise Full time

    Job Title: Senior Accounting Specialist - Whole Loan Trading Job Summary: We are seeking a highly skilled Senior Accounting Specialist to join our team at Centraprise. The successful candidate will have extensive experience in US GAAP accounting, specifically in mortgage loans and whole loan trading. Key Responsibilities: * Define accounting...

  • Loan Workout Specialist

    4 days ago

    New York, New York, United States MUFG Bank, Ltd. Full time

    Job Title: Associate - Junior Loan Workout SpecialistMUFG Bank, Ltd. is seeking a highly skilled and motivated Associate - Junior Loan Workout Specialist to join our team in New York. As a key member of our Special Assets Division, you will play a critical role in managing a distressed loan portfolio and assisting in the turnaround or exit of complex credit...

  • Loan Workout Specialist

    2 weeks ago

    New York, New York, United States MUFG Full time

    Job Title: Associate - Junior Loan Workout SpecialistAt MUFG, we are seeking a highly motivated and detail-oriented Associate - Junior Loan Workout Specialist to join our team in New York. As a key member of our Special Assets Division, you will play a critical role in managing a distressed loan portfolio and assisting in the turnaround or exit of complex...

  • Loan Specialist

    1 day ago

    New York, New York, United States Cognixia Full time

    Job OverviewCognixia is seeking a skilled Loan Specialist to join our team. As a Loan Specialist, you will be responsible for confirming loan documentation for accurate trade settlements, drafting and confirming loan documentation related to trade settlement within the syndicated loan market, and providing syndicated loan trading support in the areas of...

  • Senior Loan Integration Specialist

    1 month ago

    New York, New York, United States Brains Workgroup, Inc. Full time

    Senior Loan Integration Engineer OpportunityWe are seeking a highly skilled Senior Loan Integration Engineer to join our team at Brains Workgroup, Inc. in New York City.About the Role:Design and implement integration solutions for loan processing systems.Collaborate with cross-functional teams to ensure seamless system integration.Develop and maintain...

  • Loan Specialist

    5 days ago

    New York, New York, United States Cognixia Full time

    Job DescriptionCollabera is a leading Digital Solutions company providing software engineering solutions to the world's most tech-forward organizations.We are seeking a highly skilled Loan Specialist to join our team. As a Loan Specialist, you will be responsible for confirmation of loan documentation for accurate trade settlements, drafting and confirmation...

  • Loan Workout Specialist

    1 month ago

    New York, New York, United States MUFG Full time

    About the RoleMitsubishi UFJ Financial Group (MUFG) is seeking a highly skilled Associate – Junior Loan Workout Specialist to join our team in New York. As a key member of our Special Assets Division, you will play a critical role in managing a distressed loan portfolio and assisting in the turnaround or exit of complex credit relationships.Key...

  • Senior Loan Operations Specialist

    2 months ago

    New York, New York, United States Webster Bank Full time

    We are seeking a meticulous and committed Loan Operations Specialist to become a part of our team at Webster Bank. If you have a strong desire to assist individuals and enterprises in reaching their financial aspirations, we would like to hear from you.About Us: Established in 1935, Webster Bank is a prominent commercial financial institution that...

  • Loan Specialist

    2 weeks ago

    New York, New York, United States Cognixia Full time

    Job OverviewCognixia is seeking a highly skilled Loan Specialist to join our team. As a Loan Specialist, you will play a critical role in the syndicated loan market, working closely with Sales Associates, Traders, Research Analysts, and other internal operations groups.Key ResponsibilitiesConfirm loan documentation for accurate trade settlements, including...

  • Loan Workout Specialist

    1 day ago

    New York, New York, United States MUFG Bank, Ltd. Full time

    Unlock Your Career Potential at MUFG Bank, Ltd.Are you ready to take your career to the next level? We're seeking a highly skilled Loan Workout Specialist to join our team at MUFG Bank, Ltd. in New York. As a key member of our Special Assets Division, you'll play a critical role in managing a distressed loan portfolio and assisting in the turnaround or exit...

  • Loan Specialist

    6 hours ago

    New York, New York, United States Collabera Full time

    Job Summary:We are seeking a skilled Loan Specialist to join our team at Collabera. As a Loan Specialist, you will be responsible for providing syndicated loan trading support in the areas of trade closing, research support, sales support, and account management support.Key Responsibilities:Partner with Sales Associates, Traders, Research Analysts, trading...

  • Loan Specialist

    5 days ago

    New York, New York, United States Cognixia Full time

    Job DescriptionCognixia is seeking a highly skilled Loan Specialist to join our team. As a Loan Specialist, you will play a critical role in the syndicated loan market, working closely with Sales Associates, Traders, Research Analysts, and other internal operations groups.ResponsibilitiesConfirm loan documentation for accurate trade settlements, including...

  • Loan Operations Specialist

    3 weeks ago

    New York, New York, United States Hamilton Eastman Full time

    About Hamilton EastmanHamilton Eastman is a leading real estate finance company with a strong presence in NYC. Our team is dedicated to delivering exceptional results and providing a supportive work environment.Loan Operations Specialist RoleWe are seeking a highly skilled Loan Operations Specialist to join our team in Brooklyn, NY. As a Loan Operations...