Entity Desk Specialist

ENTITY DESK SPECIALIST WHAT IS THE OPPORTUNITY?

The Entity Desk Specialist is responsible for reviewing/adjusting signature blocks, POAs, entity structures, and complex ownership structures (including, but not limited to, Revocable/Irrevocable Trusts, LLCs, Partnerships, and Corporations) for home equity line of credit's, purchase, and refinance transactions.

• Reviewing organizational documents and trust documents
• Serving as the primary escalation point for entity/trust/POA/signature structure reviews
• Ensure accurate review of entity documents, signature blocks, trust structures, guarantor requirements, and related documentation
• Reviewing POA documentation and preparing the signature blocks on the closing documents accordingly
• Partner closely with Processing, Underwriting, Closing, Legal, and Compliance
• Tracking exceptions and document deficiencies
• Providing operational support for complex entity loans

• H.S. Diploma
• 3+ years of mortgage operations, legal support, title, processing, underwriting support, or entity review experience

• Associate’s or Bachelor’s degree preferred, or equivalent relevant work experience
• Paralegal certification or legal studies background preferred
• Mortgage banking or financial services experience preferred
• Experience reviewing trust, corporate, LLC, and partnership documentation preferred
• Familiarity with signature block preparation and entity documentation review
• Experience working with Processing, Underwriting, Closing, Legal, and Compliance teams
• Strong attention to detail, organization, and time management skills
• Ability to manage multiple priorities in a fast-paced environment
• Paralegal or legal documentation experience strongly preferred

Compensation Starting base salary: $28.59 - $45.66 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

• Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
• Generous 401(k) company matching contribution
• Career Development through Tuition Reimbursement and other internal upskilling and training resources
• Valued Time Away benefits including vacation, sick and volunteer time
• Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
• Career Mobility support from a dedicated recruitment team
• Colleague Resource Groups to support networking and community engagement

City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.