Operations & Portfolio Support Specialist
City National Bank of Florida, Miami, Florida, us, 33222
Overview
The Operations & Portfolio Support Specialist provides operational, accounting, and administrative support for loan and lease portfolios. This role ensures accurate financial processing, compliance with regulations, and effective coordination between portfolio managers, accounting team, customers, and vendors.
Responsibilities
Process accounts payable activities, including vendor invoice review, tracking, and payment submission
Liaison between accounting and outside vendor to ensure accurate sales and use tax amounts are collected
Perform accounts receivable functions such as customer billing, servicing and collection calls, and delinquency reporting
Support loan and lease servicing, including booking, modifying, and maintaining contracts in servicing systems
Process wires and other payment transactions in accordance with banking controls and procedures
Assist with client audit confirmations for loans and leases
Perform loan and lease payoff calculations per terms of legal documentation in coordination with accounting
Conduct UCC searches, filings, continuations, and terminations to ensure proper collateral perfection
Submit, track, and follow up on Landlord Waivers, subordination agreements, and related collateral documentation
Manage escrow disbursements and ensure proper approvals and documentation
Assist Portfolio Managers and Relationship Managers by requesting, organizing, and reviewing borrower documentation
Prepare and complete compliance and regulatory documentation in accordance with bank policies
Respond to and resolve customer, vendor, and internal inquiries professionally and efficiently
Support loan and lease audit requests, internal reviews, and regulatory examinations
Qualifications
Experience in banking operations, loan servicing, and accounting support
Strong understanding of lease and loan servicing processes
Familiarity with vendor management, invoice processing, and payment workflows
Understanding of UCC filings, collateral documentation, and escrow administration
Experience supporting portfolio or relationship management teams
Proficiency in financial systems such as Aspire or similar lease/loan management platforms
Strong attention to detail and ability to manage multiple priorities
Excellent communication skills for interacting with customers, vendors, and internal stakeholders
Special information to candidates City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at 305-577-7207 or by email at talent.attraction@citynational.com.
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Responsibilities
Process accounts payable activities, including vendor invoice review, tracking, and payment submission
Liaison between accounting and outside vendor to ensure accurate sales and use tax amounts are collected
Perform accounts receivable functions such as customer billing, servicing and collection calls, and delinquency reporting
Support loan and lease servicing, including booking, modifying, and maintaining contracts in servicing systems
Process wires and other payment transactions in accordance with banking controls and procedures
Assist with client audit confirmations for loans and leases
Perform loan and lease payoff calculations per terms of legal documentation in coordination with accounting
Conduct UCC searches, filings, continuations, and terminations to ensure proper collateral perfection
Submit, track, and follow up on Landlord Waivers, subordination agreements, and related collateral documentation
Manage escrow disbursements and ensure proper approvals and documentation
Assist Portfolio Managers and Relationship Managers by requesting, organizing, and reviewing borrower documentation
Prepare and complete compliance and regulatory documentation in accordance with bank policies
Respond to and resolve customer, vendor, and internal inquiries professionally and efficiently
Support loan and lease audit requests, internal reviews, and regulatory examinations
Qualifications
Experience in banking operations, loan servicing, and accounting support
Strong understanding of lease and loan servicing processes
Familiarity with vendor management, invoice processing, and payment workflows
Understanding of UCC filings, collateral documentation, and escrow administration
Experience supporting portfolio or relationship management teams
Proficiency in financial systems such as Aspire or similar lease/loan management platforms
Strong attention to detail and ability to manage multiple priorities
Excellent communication skills for interacting with customers, vendors, and internal stakeholders
Special information to candidates City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at 305-577-7207 or by email at talent.attraction@citynational.com.
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