Loan Operations Specialist 1
About The Position
The Loan Operations Specialist performs vital functions in Loan Operations, including maintaining loan records and systems, processing transactions, reviewing reports and compliance, and meeting service-level agreements with branches. The role supports City National Bank’s customer-service commitments and operates in an indoor, environmentally controlled setting. Work is generally performed while seated, with some standing, walking, bending, and lifting up to 25 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Requirements
- High school diploma or equivalent.
- Strong attention to detail.
- Ability to use Microsoft Office products.
Nice To Haves
- 6–12 months of general banking experience preferred.
Responsibilities
- Track and file required documents and safeguard loan files.
- Perform loan maintenance on core and auxiliary software systems.
- Process loan transactions, including payments, payoffs, and reversals.
- Process exception items, including un-posted and out-of-balance transactions.
- Perform quality control reviews on all systems.
- Review daily, weekly, monthly, and quarterly loan reports.
- Conduct loan compliance reviews.
- Meet customer service-level agreements with branches.
Benefits
- Paid time off.
- Paid parental leave.
- Medical coverage.
- Dental coverage.
- Vision coverage.
- 401(k) match.
- Comprehensive training programs and ongoing professional development.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
