Operations & Portfolio Support Specialist jobs in United States
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City National Bank · 14 hours ago

Operations & Portfolio Support Specialist

City National Bank is a financial institution providing various banking services. The Operations & Portfolio Support Specialist role involves providing operational, accounting, and administrative support for loan and lease portfolios, ensuring accurate financial processing and compliance with regulations.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

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

Qualification

Banking operationsLoan servicingAccounting supportFinancial systems proficiencyUCC filingsVendor managementAttention to detailCommunication skills

Required

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

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