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Loan Documentation Specialist III

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Job ID RLD-13835 City Los Angeles State California Additional Location: Remote Exempt/Non Exempt Non-Exempt Shift Day Work Schedule M-F, 8-5
Job Details:


The Loan Documentation Specialist III is responsible for reviewing and preparing legal loan documentation according to approval package provided for Commercial or Small Business and/or Consumer loans that are moderately complex to complex loans/lines of credit including real estate transactions.

Residential Lending Division
Make a meaningful difference as a member of City National's Residential Lending group. This is a great opportunity to grow your career with a stable and expanding organization while enhancing and retaining bank client relationships through competitive mortgage products and solutions with exceptional service and care.


  • Ensures file and documents meet all applicable bank and compliance requirements.
  • Uses knowledge of type of loan/collateral required to determine which documents to prepare.
  • Confirms all required wait periods are met based on proposed closing date.
  • Communicate and respond to internal customers within 2 hours.
  • Confirms that documents are prepared within established turn times and consistently meet deadlines.
  • Completes a minimum of files per day based on department standards.
  • Verifies and inputs loan information accurately into loan origination system.
  • Verifies Prior to Document conditions have been signed off.
  • Verifies the following information is correct, but not limited to: subject property address, wire information, insurance policy information, all fees, & the correct set-up of any impounds if applicable.
  • Collaborates with Settlement Agent to finalize loan fees.
  • Complete reviews independently for complex, multiple collateral and difficult real estate loans of large dollar amounts.
  • Interacts with customers, outside counsel, title companies, escrow companies, insurance agencies, government agencies and other lending institutions to obtain information and/or request documents.
  • Other duties as/or assigned by management.



  • H.S. Diploma
  • Minimum 3 - 5 years recent closing/funding experience
  • Minimum 3 year basic computer experience (e.g. Microsoft Word, Excel, Outlook) required.

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.
  • Strong knowledge of federal/state regulatory policies and procedures. (TRID experience required)
  • Excellent written and verbal skills.
  • Excellent organizational skills.
  • Ability to multi-task and work in a deadline driven environment.
  • Proficient PC skills, including Microsoft Office and Loan Origination systems.

*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.

City National Bank is an equal opportunity employer committed to diversity and inclusion. 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 law.


We start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish.City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.
City National Bank requires all colleagues to be fully vaccinated against COVID-19 to work on-site at any of our locations.

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
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  • Loan Processing/Servicing/Documentation, United StatesRemove
  • Loan Processing/Servicing/Documentation, Los Angeles, California, United StatesRemove
  • Remote, United StatesRemove
  • Remote, Los Angeles, California, United StatesRemove
  • Residential Lending, United StatesRemove
  • Residential Lending, Los Angeles, California, United StatesRemove

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