External Loan Officer Assistant- Mortgage Banking - City National Bank
Sacramento, CA 94203
About the Job
EXTERNAL LOAN OFFICER ASSISTANT- MORTGAGE BANKING WHAT IS THE OPPORTUNITY? An external mortgage loan officer assistant (LOA) provides support to one or more mortgage loan officers by handling administrative tasks, assisting in the loan application process, and ensuring smooth communication between all parties involved
The loan officer assistant is responsible for the identification and receipt of all supporting documentation needed in the file as well as coordination with the operational support team to drive a successful customer experience
The LOA is primarily responsible for daily pipeline management, basic communication with the customer and all parties in the transaction, and notification to the senior loan officer of all progress and/or risk items
What you will do 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
Must-Have* H.S
Diploma Minimum 5 year of Customer Service experience or financial experience SAFE Act Registration Skills and Knowledge Bachelor's degree highly 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
Compensation Starting base salary is not included as this position is a commission-based role
The overall annualized compensation range is $0
*To be considered for this position you must meet at least these basic qualifications The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification
It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues
Get an inside look at our Benefits and Perks
ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024
Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C
and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets
City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves
*City National Bank does business in Miami and the state of Florida as CN Bank
For more information about City National, visit cnb.com
EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct
READ MORE If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process
Please contact us via email or leave a message at
These contact methods are dedicated to applicants whose disability prevents them from successfully applying online
Only messages left for this purpose will be returned
Responses may take up to two business days.
The loan officer assistant is responsible for the identification and receipt of all supporting documentation needed in the file as well as coordination with the operational support team to drive a successful customer experience
The LOA is primarily responsible for daily pipeline management, basic communication with the customer and all parties in the transaction, and notification to the senior loan officer of all progress and/or risk items
What you will do 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
Must-Have* H.S
Diploma Minimum 5 year of Customer Service experience or financial experience SAFE Act Registration Skills and Knowledge Bachelor's degree highly 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
Compensation Starting base salary is not included as this position is a commission-based role
The overall annualized compensation range is $0
*To be considered for this position you must meet at least these basic qualifications The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification
It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues
Get an inside look at our Benefits and Perks
ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024
Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C
and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets
City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves
*City National Bank does business in Miami and the state of Florida as CN Bank
For more information about City National, visit cnb.com
EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct
READ MORE If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process
Please contact us via email or leave a message at
(213) 673-9139
These contact methods are dedicated to applicants whose disability prevents them from successfully applying online
Only messages left for this purpose will be returned
Responses may take up to two business days.
Source : City National Bank
