City National Bank
Loan Officer Assistant - Retail
City National Bank, Los Angeles, California, United States, 90079
Loan Officer Assistant - Retail
City National Bank
What Is the Opportunity? An external mortgage loan officer assistant (LOA) provides support to one or more mortgage loan officers by handling administrative tasks, assisting in the loan application process, and ensuring smooth communication between all parties involved. The LOA is responsible for the identification and receipt of all supporting documentation needed in the file as well as coordination with the operational support team to drive a successful customer experience. The LOA is primarily responsible for daily pipeline management, basic communication with customers and all parties in the transaction, and notification to the senior loan officer of all progress and/or risk items. Must be in good standing under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (Safe Act) and must be registered/licensed with the Nationwide Mortgage Licensing System and Registry (or be able to be registered under the Safe Act) and must remain in good standing under the Safe Act.
What Will You Do?
Assist the mortgage loan officer with day‑to‑day administrative tasks, including managing calendars, scheduling appointments, and handling correspondence.
Prepare and review loan applications and documentation to ensure accuracy and completeness before submission to underwriting.
Provide exceptional customer service by addressing client questions and concerns throughout the loan process and helping clients understand the mortgage process and the documentation required.
Organize and maintain files, records, and databases related to the mortgage loan applications.
Assist the Loan Officer in submitting conditions and monitoring expiration dates on credit commitments.
Contact borrowers directly for additional information related to loan requests, including documentation required to meet conditions necessary to complete a successful closing.
Provide ongoing support for compliance with all applicable laws, regulations and administrative duties.
Answer calls from borrowers, escrow, title, agents, etc. regarding status and general questions throughout the process of the loan.
Maintain a proactive commitment to established Bank programs, such as Customer First, Community Reinvestment Act (CRA) and Equal Employment Opportunity.
What Do You Need to Succeed? Required Qualifications
High School Diploma.
Minimum 5 years of customer service or financial experience.
Must be in good standing under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (Safe Act) and must be registered/licensed with the Nationwide Mortgage Licensing System and Registry (or be able to be registered under the Safe Act) and must remain in good standing under the Safe Act.
Additional Qualifications
Bachelor's Degree Preferred.
Excellent verbal and written communication skills; strong analytical skills and attention to detail.
Independent judgment under general supervision.
May interact with clients, vendors, and other outside lending institutions to obtain information and/or request documents.
Considerable knowledge of the job and practical application to problems and typical situations.
Compensation Base salary: $28.85 hourly. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
Comprehensive healthcare coverage (Medical, Dental, Vision) available the first of the month following start date.
Generous 401(k) company matching contribution.
Career development through tuition reimbursement and internal upskilling and training resources.
Valued time off 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.
About Us Since day one, City National Bank has gone further than the competition to help our clients, colleagues and communities flourish. Founded in 1954, City National Bank is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.
Inclusion and Equal Opportunity Employment City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged. We are an equal opportunity employer; all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other legally protected bases.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. Careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Seniority Level Not Applicable
Employment Type Full-time
Job Function Finance and Sales
Industry Banking
Referrals increase your chances of interviewing at City National Bank by 2x.
#J-18808-Ljbffr
What Is the Opportunity? An external mortgage loan officer assistant (LOA) provides support to one or more mortgage loan officers by handling administrative tasks, assisting in the loan application process, and ensuring smooth communication between all parties involved. The LOA is responsible for the identification and receipt of all supporting documentation needed in the file as well as coordination with the operational support team to drive a successful customer experience. The LOA is primarily responsible for daily pipeline management, basic communication with customers and all parties in the transaction, and notification to the senior loan officer of all progress and/or risk items. Must be in good standing under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (Safe Act) and must be registered/licensed with the Nationwide Mortgage Licensing System and Registry (or be able to be registered under the Safe Act) and must remain in good standing under the Safe Act.
What Will You Do?
Assist the mortgage loan officer with day‑to‑day administrative tasks, including managing calendars, scheduling appointments, and handling correspondence.
Prepare and review loan applications and documentation to ensure accuracy and completeness before submission to underwriting.
Provide exceptional customer service by addressing client questions and concerns throughout the loan process and helping clients understand the mortgage process and the documentation required.
Organize and maintain files, records, and databases related to the mortgage loan applications.
Assist the Loan Officer in submitting conditions and monitoring expiration dates on credit commitments.
Contact borrowers directly for additional information related to loan requests, including documentation required to meet conditions necessary to complete a successful closing.
Provide ongoing support for compliance with all applicable laws, regulations and administrative duties.
Answer calls from borrowers, escrow, title, agents, etc. regarding status and general questions throughout the process of the loan.
Maintain a proactive commitment to established Bank programs, such as Customer First, Community Reinvestment Act (CRA) and Equal Employment Opportunity.
What Do You Need to Succeed? Required Qualifications
High School Diploma.
Minimum 5 years of customer service or financial experience.
Must be in good standing under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (Safe Act) and must be registered/licensed with the Nationwide Mortgage Licensing System and Registry (or be able to be registered under the Safe Act) and must remain in good standing under the Safe Act.
Additional Qualifications
Bachelor's Degree Preferred.
Excellent verbal and written communication skills; strong analytical skills and attention to detail.
Independent judgment under general supervision.
May interact with clients, vendors, and other outside lending institutions to obtain information and/or request documents.
Considerable knowledge of the job and practical application to problems and typical situations.
Compensation Base salary: $28.85 hourly. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
Comprehensive healthcare coverage (Medical, Dental, Vision) available the first of the month following start date.
Generous 401(k) company matching contribution.
Career development through tuition reimbursement and internal upskilling and training resources.
Valued time off 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.
About Us Since day one, City National Bank has gone further than the competition to help our clients, colleagues and communities flourish. Founded in 1954, City National Bank is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.
Inclusion and Equal Opportunity Employment City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged. We are an equal opportunity employer; all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other legally protected bases.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. Careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Seniority Level Not Applicable
Employment Type Full-time
Job Function Finance and Sales
Industry Banking
Referrals increase your chances of interviewing at City National Bank by 2x.
#J-18808-Ljbffr