Loan Officer Assistant - Enterprise

Loan Officer Assistant – Enterprise

Provide support to multiple Residential Loan Officers to facilitate the timely review and submission of completed mortgage loan application packages, including supporting documentation required to process loan requests or modification requests. Support the Loan Officer in loan preparation and coordination with the operation teams to obtain/transmit necessary documentation and condition requests. Track and update the Loan Officer on loan and pipeline status.

• Assist the Loan Officer with new loan application by entering information into the loan operating system, collecting supporting documentation, pulling property profiles, ordering appraisals in a rush scenario, preparing lock forms, and any other administrative responsibilities related to the preparation of a mortgage application.
• Manage all loan‑related documents in a shared drive or other repository.
• Maintain reporting to track needs by loan and the Loan Officer.
• Assist the Loan Officer in submitting conditions and monitoring expiration dates on credit commitments and locks.
• Prepare modification paperwork for review by the Loan Officer.
• Contact borrowers directly for additional information related to loan requests, including documentation required to meet conditions necessary to complete a successful closing.
• Engage in marketing and sales activities, including distribution of collateral, farming, and follow‑up on external leads.
• Assist the Loan Officer with prequalification documentation.
• Provide ongoing support for compliance with all applicable laws, regulations and administrative duties.
• Answer calls from borrowers, escrow, title, agents, etc. regarding status and general questions throughout the loan process.
• Maintain a proactive commitment to established bank programs, such as Customer First, the Community Reinvestment Act (CRA) and Equal Employment Opportunity.

• High school diploma or equivalent.
• Minimum 2 years of residential loan originations or processing experience in a mortgage banking company.
• Minimum 2 years of experience with state and federal lending regulations (Respa, Reg Z, Ecoa, State Fair Lending).
• Safe Act registration. Must be in good standing under The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (Safe Act) and registered or eligible to register with the Nationwide Mortgage Licensing System and Registry.

• Excellent verbal and written communication skills, strong analytical skills, and keen attention to detail.
• Independent judgment under general supervision.
• Ability to interact with clients, vendors, and outside lending institutions to obtain information and request documents.
• Knowledge of general banking operations sufficient to understand the loan function and a basic understanding of federal and state loan documentation regulations (Respa, Reg Z, Reg B, Ecoa, State Fair Lending).
• Considerable knowledge of loan processing and practical application to typical problems and situations encountered.

This is a commission‑based role and does not have a set salary range.

At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues:

• Comprehensive health care coverage, including medical, dental and vision plans, effective the first of the month following start date.
• Generous 401(k) company match.
• Career development through tuition reimbursement and other internal upskilling and training resources.
• 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.

Get a more detailed look at our Benefits and Perks.

Since day one, we’ve always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of…