City National Bank of Florida · 10 hours ago
Loan Processor - Capital Market & Syndicated Lending
City National Bank of Florida is focused on providing specialized loan processing and closing services. The Loan Processor role is responsible for managing the end-to-end processing of complex loan transactions, ensuring compliance with legal and regulatory standards, and coordinating with various stakeholders to facilitate smooth loan closings.
BankingCommercial LendingConsumer LendingFinanceFinancial Services
Responsibilities
Reviews approved credit packages for Capital Markets, Syndicated, and other complex commercial loans, and initiates the collection of all requirements necessary to close the loan per the credit approval and applicable closing checklists. This includes Term Sheet letters, legal and collateral documentation, appraisals, title work, insurance, payoff statements, compliance items, and other required due diligence materials
Coordinates closely with external legal counsel, agent banks, and internal stakeholders to facilitate the preparation and review of loan documentation. Ensures timely and accurate communication of loan terms, conditions, and required approvals across all involved parties. Deals with very complex loan terms and complex Loan Agreements
Reviews draft loan documentation prepared by outside counsel, ensuring alignment with credit approvals and that all non-legal closing conditions are satisfied. Verifies closing statements, disbursement schedules, and funding instructions, ensuring proper application of loan proceeds and bank fees
Coordinates closing and funding activities, ensuring all regulatory, legal, and bank policy requirements are met. Monitors the flow of documents, signatures, and approvals throughout the closing process, and ensures all Loan Operations post-closing deliverables are properly documented
Acts as a central point of contact for closing-related inquiries from Relationship Managers, Capital Markets Officers, Legal, Risk, and Operations teams. Escalates issues and proactively seeks resolution in collaboration with appropriate stakeholders
Ensures all loans are closed with the appropriate insurance coverage as required by CNB Policies and Procedures, including calculation and verification of insurance requirements for all types of insurance, with particular attention to Flood Insurance, which is highly regulated. Coordinates with borrowers and insurance providers to obtain and verify compliant coverage prior to closing. Escalate to Credit Risk as needed
Ensures required waivers are in place, and the loan proceeds are properly disbursed
Responsible for preparing the Loan Input Sheet and coordinating with the Servicing team any nonstandard loan terms to ensure accurate data entry. Ensures Loan Input Sheet are complete and accurate
Performs the administrative end of loan relationship, including but not limited to, handling inquires from Relationship Managers and managing compliance related requirements with respect to flood regulations
Stays abreast of loan compliance related issues and distributes as required information to department
Acts as liaison with other departments to resolve operational issues
Supports training and knowledge-sharing initiatives within the team related to Capital Markets and Syndicated deal processes, systems, and compliance expectations
Maintains reports and tracking tools for pipeline visibility, closing status, and outstanding documentation or post-closing conditions
Processes revolving line of credit advances and paydowns based on pre-approved loan documentation and/or advance request and corresponding general ledger account entries related to loan closings. Assist as needed in the closing and funding of other type of loans such as Commercial, Real Estate and Consumer loans
Stays current with industry standards, compliance updates, and bank policy changes that impact specialized loan closings and servicing activities
Qualification
Required
5-7 years proven experience in the documentation and closing of complex Commercial, Real Estate, Capital Markets, and Syndicated loans, including thorough knowledge of loan closing requirements, loan accounting, and regulatory compliance impacting the closing process
Extensive knowledge of complex commercial, syndicated, capital markets, and mortgage loan structures and documentation, including regulatory and compliance requirements specific to these loan types
Strong knowledge of loan portfolio insurance requirements, including the calculation, verification, and management of insurance coverage such as Flood Insurance in compliance with regulatory and bank policies
Strong understanding of loan accounting principles and issues relevant to complex loan transactions and closings
Proven ability to accept instruction, prioritize tasks, and follow through with minimal supervision in a fast-paced, deadline-driven environment
Excellent proficiency in Microsoft Office applications, including Outlook, Excel, and Word, with the ability to efficiently prepare reports, track loan status, and communicate effectively
High level of accuracy and attention to detail, with a proactive approach to verifying and double-checking work to ensure compliance and operational excellence
Exceptional organizational and time management skills, capable of managing multiple complex loan closings and tasks under tight deadlines
Ability to work independently with minimal supervision while maintaining a strong team orientation and positive attitude
Strong interpersonal and communication skills, capable of liaising effectively with attorneys, agent banks, internal stakeholders, and borrowers to resolve issues and facilitate smooth loan closings
High School Diploma or GED equivalent
An equivalent combination of education and relevant professional experience may be considered in lieu of a degree
Company
City National Bank of Florida
City National Bank is a financial institution that offers banking products and services to businesses, healthcare, and individuals.
H1B Sponsorship
City National Bank of Florida has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
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2025 (5)
2024 (1)
2023 (3)
2022 (4)
2021 (3)
2020 (3)
Funding
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Late StageLeadership Team
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