• Review files submitted by business units to ensure all credit, income, and asset documentation is complete.
• Receives and uploads conditions/documents pertaining to loans.
• Utilize pipeline reports to effectively manage and prioritize daily workflow.
• Initiates third party orders such as but not limited to appraisal, title, flood, insurance, credit, verifications of employment..
• Send various letters to clients to ensure City National Bank remains in compliance with all federal, state, and local regulations.
• Review and clear conditions within authority.
• Perform routine data entry and validation tasks.
• Follows up for trailing docs as needed.
• Verifies and inputs loan information accurately into loan origination system.
• Provides guidance, training and performs audit reviews reporting results to Management as needed.
• Other duties as assigned by management.

Must-Have*

• H.S. Diploma
• Minimum 3 years of recent mortgage or commercial experience.
• Minimum 3 years of administrative/office clerk experience.

Skills and Knowledge

• Ability to identify and resolve problems in a timely manner.
• Strong attention to detail and accuracy.
• Ability to maintain high levels of performance, especially in stressful situations.
• Excellent written and verbal skills.
• Excellent organizational skills.
• Ability to multi-task and work in a deadline driven environment.
• Strong knowledge of federal/state regulatory policies and procedures.
• Proficient PC skills, including Microsoft Office and Loan Origination systems.