Entity Desk Specialist

City National Bank • Los Angeles, CA

9h • Onsite

About The Position

The Entity Desk Specialist is responsible for reviewing/adjusting signature blocks, POAs, entity structures, and complex ownership structures (including, but not limited to, Revocable/Irrevocable Trusts, LLCs, Partnerships, and Corporations) for home equity line of credit's, purchase, and refinance transactions.

Requirements

• H.S. Diploma
• 3+ years of mortgage operations, legal support, title, processing, underwriting support, or entity review experience
• Strong attention to detail, organization, and time management skills
• Ability to manage multiple priorities in a fast-paced environment

Nice To Haves

• Associate’s or Bachelor’s degree preferred, or equivalent relevant work experience
• Paralegal certification or legal studies background preferred
• Mortgage banking or financial services experience preferred
• Experience reviewing trust, corporate, LLC, and partnership documentation preferred
• Familiarity with signature block preparation and entity documentation review
• Experience working with Processing, Underwriting, Closing, Legal, and Compliance teams
• Paralegal or legal documentation experience strongly preferred

Responsibilities

• Reviewing organizational documents and trust documents
• Serving as the primary escalation point for entity/trust/POA/signature structure reviews
• Ensure accurate review of entity documents, signature blocks, trust structures, guarantor requirements, and related documentation
• Reviewing POA documentation and preparing the signature blocks on the closing documents accordingly
• Partner closely with Processing, Underwriting, Closing, Legal, and Compliance
• Tracking exceptions and document deficiencies
• Providing operational support for complex entity loans

Benefits

• Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
• Generous 401(k) company matching contribution
• Career Development through Tuition Reimbursement and other internal upskilling and training resources
• Valued Time Away benefits including vacation, sick and volunteer time
• Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
• Career Mobility support from a dedicated recruitment team
• Colleague Resource Groups to support networking and community engagement

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED