What are the responsibilities and job description for the Commercial Loan Execution Specialist position at City National Bank and Trust?
City National Bank and Trust
Job Description: Commercial Loan Execution Specialist
Department: Loans
Status: Full-time
Position Summary
The Commercial Loan Execution Specialist is responsible for owning and driving the execution of the commercial loan pipeline from application through funding and renewal. This role ensures loans are processed accurately, efficiently, and within defined service standards. This role is essential to the bank’s ability to grow commercial lending efficiently and responsibly. By ensuring loans are executed quickly, accurately, and without friction, the Commercial Loan Execution Specialist directly contributes to: increased loan production capacity, improved customer satisfaction, enhanced operational efficiency, and reduced risk and errors.
Responsibilities
Pipeline Ownership & Execution
Own and actively manage an assigned pipeline of commercial loans from application to fundingTrack status, identify bottlenecks, and drive the timely progression of all filesEnsure no loan stalls due to lack of follow-up or coordinationMaintain clear visibility of pipeline status for lenders and leadership
Loan Processing & Documentation Accuracy
Prepare, review, and verify all loan documentation for accuracy, completeness, and complianceEnsure proper execution of documents including loan terms, rates, structures, and required disclosuresMaintain a zero-defect mindset to minimize rework, audit findings, and funding delays
Exception Management & Resolution
Own exception tracking and resolution process across assigned loansProactively work with lenders, credit, and customers to clear outstanding exceptionsPrioritize renewals and high-impact loans to ensure timely completion
Turnaround Time & Throughput Management
Meet or exceed established service level expectations for: File review turnaroundDocumentation preparation Funding readiness timelinesEffectively manage workload to handle expected loan volume and deadlines
Pre-Closing & Post-Closing Quality Control
Conduct pre-closing reviews to ensure files are complete and ready for fundingPerform post-closing reviews to validate documentation accuracy and complianceIdentify and correct issues before they impact audit or servicing
Communication & Coordination
Serve as central point of coordination between lenders, credit, operations, and customersProvide proactive status updates and escalate issues when necessary Ensure all stakeholders are informed—no surprises in the process
Customer & Lender Experience
Contribute to a fast, efficient, and seamless loan experience Support lenders by reducing friction and enabling faster deal execution Help deliver a consistent “WOW” experience through speed, accuracy, and communication
Process Improvement & Efficiency
Identify process inefficiencies, documentation issues, or system gapsRecommend and support improvements to workflows, systems, and proceduresLeverage technology to improve accuracy, speed, and scalability
Compliance & Risk Management
Ensure all activities comply with internal policies, banking regulations, and legal requirementsMaintain strict confidentiality of customer informationProtect the bank from operational, regulatory, and documentation risk
Performance & Accountability Metrics
Success In This Role Will Be Measured By
Turnaround Time: % of loans processed within defined SLAPipeline Throughput: Volume of loans processed and funded per periodFile Accuracy: Error rates, audit findings, and rework levelsException Management: Aging of outstanding exceptions and resolution timelinesFunding Efficiency: Time from approval to fundingLender Satisfaction: Internal feedback from lending partnersCustomer Experience: Speed and smoothness of loan execution
Education & Experience
High School diploma required; some college or relevant experience preferredExperience in commercial loan processing or banking operations preferredKnowledge of commercial loan documentation (DBAs, LLCs, Corporations, etc.)
Skills & Competencies
Strong Organizational skills with exceptional attention to detailAbility to manage multiple priorities in a fast-paced environmentStrong problem-solving and critical thinking skillsEffective communication skills (written and verbal)Ability to work independently while contributing to a teamProficiency in Microsoft Office (Excel required)
Work Environment & Expectations
Ability to meet deadlines in a high-volume environmentStrong sense of urgency and ownershipCommitment to continuous improvement and operational excellence
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Constant use of computer screensAbility to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see, or hearAbility to sit for long periods of timeLong periods of typing and repetitive motionClose vision and ability to adjust focus
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
PI283757748
Job Description: Commercial Loan Execution Specialist
Department: Loans
Status: Full-time
Position Summary
The Commercial Loan Execution Specialist is responsible for owning and driving the execution of the commercial loan pipeline from application through funding and renewal. This role ensures loans are processed accurately, efficiently, and within defined service standards. This role is essential to the bank’s ability to grow commercial lending efficiently and responsibly. By ensuring loans are executed quickly, accurately, and without friction, the Commercial Loan Execution Specialist directly contributes to: increased loan production capacity, improved customer satisfaction, enhanced operational efficiency, and reduced risk and errors.
Responsibilities
Pipeline Ownership & Execution
Own and actively manage an assigned pipeline of commercial loans from application to fundingTrack status, identify bottlenecks, and drive the timely progression of all filesEnsure no loan stalls due to lack of follow-up or coordinationMaintain clear visibility of pipeline status for lenders and leadership
Loan Processing & Documentation Accuracy
Prepare, review, and verify all loan documentation for accuracy, completeness, and complianceEnsure proper execution of documents including loan terms, rates, structures, and required disclosuresMaintain a zero-defect mindset to minimize rework, audit findings, and funding delays
Exception Management & Resolution
Own exception tracking and resolution process across assigned loansProactively work with lenders, credit, and customers to clear outstanding exceptionsPrioritize renewals and high-impact loans to ensure timely completion
Turnaround Time & Throughput Management
Meet or exceed established service level expectations for: File review turnaroundDocumentation preparation Funding readiness timelinesEffectively manage workload to handle expected loan volume and deadlines
Pre-Closing & Post-Closing Quality Control
Conduct pre-closing reviews to ensure files are complete and ready for fundingPerform post-closing reviews to validate documentation accuracy and complianceIdentify and correct issues before they impact audit or servicing
Communication & Coordination
Serve as central point of coordination between lenders, credit, operations, and customersProvide proactive status updates and escalate issues when necessary Ensure all stakeholders are informed—no surprises in the process
Customer & Lender Experience
Contribute to a fast, efficient, and seamless loan experience Support lenders by reducing friction and enabling faster deal execution Help deliver a consistent “WOW” experience through speed, accuracy, and communication
Process Improvement & Efficiency
Identify process inefficiencies, documentation issues, or system gapsRecommend and support improvements to workflows, systems, and proceduresLeverage technology to improve accuracy, speed, and scalability
Compliance & Risk Management
Ensure all activities comply with internal policies, banking regulations, and legal requirementsMaintain strict confidentiality of customer informationProtect the bank from operational, regulatory, and documentation risk
Performance & Accountability Metrics
Success In This Role Will Be Measured By
Turnaround Time: % of loans processed within defined SLAPipeline Throughput: Volume of loans processed and funded per periodFile Accuracy: Error rates, audit findings, and rework levelsException Management: Aging of outstanding exceptions and resolution timelinesFunding Efficiency: Time from approval to fundingLender Satisfaction: Internal feedback from lending partnersCustomer Experience: Speed and smoothness of loan execution
Education & Experience
High School diploma required; some college or relevant experience preferredExperience in commercial loan processing or banking operations preferredKnowledge of commercial loan documentation (DBAs, LLCs, Corporations, etc.)
Skills & Competencies
Strong Organizational skills with exceptional attention to detailAbility to manage multiple priorities in a fast-paced environmentStrong problem-solving and critical thinking skillsEffective communication skills (written and verbal)Ability to work independently while contributing to a teamProficiency in Microsoft Office (Excel required)
Work Environment & Expectations
Ability to meet deadlines in a high-volume environmentStrong sense of urgency and ownershipCommitment to continuous improvement and operational excellence
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Constant use of computer screensAbility to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see, or hearAbility to sit for long periods of timeLong periods of typing and repetitive motionClose vision and ability to adjust focus
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
PI283757748