City National Bank · 1 week ago
Loan Processor Capital Market & Syndication Officer
City National Bank is a financial institution looking to fill the role of Loan Processor Capital Market & Syndication Officer. The successful candidate will be responsible for the end-to-end processing and closing of complex loan transactions, ensuring compliance with regulatory standards and bank policies while coordinating with various stakeholders.
BankingFinanceFinancial Services
Responsibilities
Reviews approved credit packages for Capital Markets, Syndicated, and other complex commercial loans, and follows established procedures to collect 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 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 in accordance with defined processes
Reviews draft loan documentation prepared by outside counsel to confirm alignment with credit approvals and that all non-legal closing conditions are satisfied. Verifies closing statements, disbursement schedules, and funding instructions against established guidelines to ensure proper application of loan proceeds and bank fees
Coordinates closing and funding activities by following regulatory, legal, and bank policy requirements. Monitors the flow of documents, signatures, and approvals throughout the closing process, and ensures all Loan Operations post-closing deliverables are properly documented
Serves as liaison for closing-related inquiries from Relationship Managers, Capital Markets Officers, Legal, Risk, and Operations teams. Escalates issues according to established procedures
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 and escalates to Credit Risk as needed
Confirms required waivers are in place and verifies that loan proceeds are properly disbursed in accordance with approved instructions
Prepares the Loan Input Sheet and coordinates with the Servicing team on any nonstandard loan terms to ensure accurate data entry. Ensures Loan Input Sheets are complete and accurate
Performs administrative tasks related to the loan relationship, including handling inquiries from Relationship Managers and managing compliance requirements with respect to flood regulations
Distributes compliance-related updates to the department as instructed and maintains awareness of applicable requirements
Serves as liaison with other departments to resolve operational issues within established guidelines
Supports training and knowledge-sharing initiatives within the team by providing information on Capital Markets and Syndicated deal processes, systems, and compliance expectations as directed
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 requests and corresponding general ledger account entries related to loan closings
Assists as needed in the closing and funding of other types of loans such as Commercial, Real Estate, and Consumer loans
Maintains awareness of 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
Working knowledge of complex commercial, syndicated, capital markets, and mortgage loan structures and documentation, including regulatory and compliance requirements specific to these loan types
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
Understanding of loan accounting principles and issues relevant to complex loan transactions and closings
Ability to follow instructions, prioritize tasks, and complete assignments accurately within established timelines in a fast-paced, deadline-driven environment
Proficiency in Microsoft Office applications, including Outlook, Excel, and Word, with the ability to prepare reports, track loan status, and communicate effectively
High level of accuracy and attention to detail, with a thorough approach to verifying and double-checking work to ensure compliance and operational excellence
Organizational and time management skills to manage multiple loan closings and tasks under tight deadlines
Ability to follow established procedures and complete tasks accurately while maintaining a strong team orientation and positive attitude
Interpersonal and communication skills to coordinate information with attorneys, agent banks, internal stakeholders, and borrowers to support 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
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 CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Recent News
UPSTATE BUSINESS JOURNAL
2025-12-18
Venture Capital Firms
2025-11-08
Company data provided by crunchbase