Commercial Loan Execution Specialist

City National Bank & TrustLawton, OK

About The Position

The Commercial Loan Execution Specialist is responsible for owning and driving the execution of the commercial loan pipeline from application through funding and renewal. This role ensures loans are processed accurately, efficiently, and within defined service standards. This role is essential to the bank’s ability to grow commercial lending efficiently and responsibly. By ensuring loans are executed quickly, accurately, and without friction, the Commercial Loan Execution Specialist directly contributes to: increased loan production capacity, improved customer satisfaction, enhanced operational efficiency, and reduced risk and errors.

Requirements

  • High School diploma required; some college or relevant experience preferred
  • Experience in commercial loan processing or banking operations preferred
  • Knowledge of commercial loan documentation (DBAs, LLCs, Corporations, etc.)
  • Strong Organizational skills with exceptional attention to detail
  • Ability to manage multiple priorities in a fast-paced environment
  • Strong problem-solving and critical thinking skills
  • Effective communication skills (written and verbal)
  • Ability to work independently while contributing to a team
  • Proficiency in Microsoft Office (Excel required)
  • Ability to meet deadlines in a high-volume environment
  • Strong sense of urgency and ownership
  • Commitment to continuous improvement and operational excellence
  • Constant use of computer screens
  • Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see, or hear
  • Ability to sit for long periods of time
  • Long periods of typing and repetitive motion
  • Close vision and ability to adjust focus

Responsibilities

  • Own and actively manage an assigned pipeline of commercial loans from application to funding
  • Track status, identify bottlenecks, and drive the timely progression of all files
  • Ensure no loan stalls due to lack of follow-up or coordination
  • Maintain clear visibility of pipeline status for lenders and leadership
  • Prepare, review, and verify all loan documentation for accuracy, completeness, and compliance
  • Ensure proper execution of documents including loan terms, rates, structures, and required disclosures
  • Maintain a zero-defect mindset to minimize rework, audit findings, and funding delays
  • Own exception tracking and resolution process across assigned loans
  • Proactively work with lenders, credit, and customers to clear outstanding exceptions
  • Prioritize renewals and high-impact loans to ensure timely completion
  • Meet or exceed established service level expectations for: File review turnaround Documentation preparation Funding readiness timelines
  • Effectively manage workload to handle expected loan volume and deadlines
  • Conduct pre-closing reviews to ensure files are complete and ready for funding
  • Perform post-closing reviews to validate documentation accuracy and compliance
  • Identify and correct issues before they impact audit or servicing
  • Serve as central point of coordination between lenders, credit, operations, and customers
  • Provide proactive status updates and escalate issues when necessary
  • Ensure all stakeholders are informed—no surprises in the process
  • Contribute to a fast, efficient, and seamless loan experience
  • Support lenders by reducing friction and enabling faster deal execution
  • Help deliver a consistent “WOW” experience through speed, accuracy, and communication
  • Identify process inefficiencies, documentation issues, or system gaps
  • Recommend and support improvements to workflows, systems, and procedures
  • Leverage technology to improve accuracy, speed, and scalability
  • Ensure all activities comply with internal policies, banking regulations, and legal requirements
  • Maintain strict confidentiality of customer information
  • Protect the bank from operational, regulatory, and documentation risk

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

251-500 employees

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