Loan Officer Assistant - Retail jobs in United States
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City National Bank · 3 days ago

Loan Officer Assistant - Retail

City National Bank is a financial services company founded in 1954, dedicated to helping clients, colleagues, and communities flourish. They are seeking a Loan Officer Assistant to support mortgage loan officers by managing administrative tasks, assisting in the loan application process, and ensuring smooth communication among all parties involved.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Assist the mortgage loan officer with the day-to-day administrative tasks, including managing calendars, scheduling appointments, and handling correspondence
Prepare and review loan applications and documentations to ensure accuracy and completeness before submission to underwriting
Provide exceptional customer service by addressing client questions and concerns throughout the loan process. Assist clients in understanding the mortgage process and the documentation required comments sharing they feel supported and informed throughout
Organize and maintain files, records, and databases related to the mortgage loan applications
Assists the Loan Officer in submitting conditions, monitoring expiration date on credit commitments
Contacts borrowers directly for additional information related to loan requests including documentation require to meet conditions necessary to complete the successful closing of the loan
Provide ongoing support for compliance with all applicable laws, regulations and administrative duties
Answers calls from borrowers, escrow, title, agents etc. regarding status and general questions throughout the process of the loan
Maintains a proactive commitment to established Bank programs, such as Customer first, Community Reinvestment Act (CRA) and Equal Employment Opportunity

Qualification

Mortgage LicensingCustomer ServiceLoan Application ReviewAttention to DetailAnalytical SkillsVerbal CommunicationWritten Communication

Required

H.S. Diploma
Minimum 5 year of Customer Service experience 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 must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act

Preferred

Bachelor's Degree Preferred
Excellent verbal and written communication skills
Must have good analytical skills and the ability to pay close attention to detail
Utilizes independent judgment under general supervision
May interact with clients, and occasionally with vendors and other outside lending institutions to obtain information and/or request documents
Considerable knowledge of the job and the practical application to problems and situations ordinarily encountered

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

Company

City National Bank

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City National Bank offers a full complement of banking, trust and investment services. It is a sub-organization of City National.

H1B Sponsorship

City National Bank 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)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (76)
2024 (78)
2023 (145)
2022 (93)
2021 (107)
2020 (62)

Funding

Current Stage
Public Company
Total Funding
unknown
1978-01-13IPO

Leadership Team

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Howard Hammond
CEO City National Bank
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Fiyaz Khan
Senior Vice President, Structured Products
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Company data provided by crunchbase