Post-Closing Coordinator

City National Bank; Torch of Friendship (FL); Hybrid; USD 52,000 - 66,000; Full time

Job summary

City National Bank in Florida seeks a loan post-closing specialist to ensure accurate and timely processing of consumer, mortgage, commercial, and CRE loans. You will perform post-closing reviews, adhere to documentation policies, and maintain quality service.

In this hybrid role, you will prepare barcodes, disburse payoff funds, upload documents to WebDirector, manage title requirements, and coordinate with internal teams and outside counsel.

Qualifications

• 5-7 years experience in loan processing required.
• General knowledge of loan documentation and post-closing review.
• Knowledge of collateral control, loan servicing requirements, and compliance.
• Familiar with regulatory guidelines for consumer and commercial lending.

Responsibilities

• Prepares barcodes for the loan package prior to booking.
• Prepares for the disbursement of payoffs and/or cashiers per post-closing checklist.
• Records documents and performs other posting-closing tasks as necessary.
• Enters pending items as exceptions in the bank's exceptions program.
• Uploads documents such as financial information, environmental reports and appraisals to Web Director, as necessary.
• Receives and obtains approval of title requirements (Title Commitment, CPL, Ownership and Encumbrance Reports, etc.).
• Follows up on receipt of post-closing exceptions, including recorded documents and title policies.
• Responds to emails from bank personnel and assists with resolution of pending items.
• Prepares bank forms and ensures compliance with loan policies and procedures.
• Quality control and completing AppLink transactions for automatic document upload into WebDirector.
• Cross-train with Loan Workflow Manager to perform initial loan opening tasks for all types of business and consumer loans, including real-estate secured loans.
• Acts as liaison to involve appropriate decision-makers to resolve problems.
• Assists with special projects as necessary.

Skills

Loan processing

Post-closing reviews

Documentation knowledge

Regulatory compliance

Time management

Education

Associate's Degree

Tools

WebDirector

AppLink

Job description

Type: Full-Time

Workplace policy: Hybrid

Overview

Primary responsibility is to ensure the proper administration of the post-closing processes for consumer, residential mortgage, commercial and commercial real estate loans. Ensures service quality standards for timeliness, accuracy and completeness are met. Performs proper postclosing reviews of the loan files and adheres to bank's documentation policies and guidelines.

What You'll Do:

• Prepares barcodes for the loan package prior to booking.
• Prepares for the disbursement of payoffs and/or cashiers per post-closing checklist.
• Records documents and performs other posting-closing tasks as necessary.
• Enters pending items as exceptions in the bank's exceptions program.
• Uploads documents such as financial information, environmental reports and appraisals to Web Director, as necessary.
• Receives and obtains approval of all title requirements such as Title Commitment, CPL, Ownership and Encumbrance Reports, etc.
• Follows up on receipt of the post-closing exceptions, which includes receipt of recorded documents, title policies and other documentation required to complete the file. This entails email communication with internal bank staff, our in-house legal department, title companies, and outside counsel.
• Responds to e-mails from bank personnel and assists with resolution of pending items
• As applicable, prepares all bank forms and performs all tasks required to comply with bank's loan policies and procedures, particularly with respect to compliance.
• Quality control and completing the AppLink transactions for automatic document upload into WebDirector.
• Cross-train with Loan Workflow Manager to perform initial loan opening tasks for all types of business and consumer loans, including real-estate secured loans.
• Acts as the liaison to get appropriate decision-makers involved to resolve problems.
• Assists with special projects as necessary.

Qualifications

• 5-7 years experience in loan processing required.
• General knowledge of loan documentation and post-closing review.
• Knowledge of collateral control, loan servicing requirements, and compliance.
• Familiar with the bank's regulatory guidelines for consumer and commercial lending.
• Must be detail oriented;
• solid organizational and time management skills;
• must be able to work independently and handle multiple priorities under pressure of deadlines and time restraints.

Education

• Associate's Degree or equivalent working experience Required.
• An equivalent combination of education and relevant professional experience may be considered in lieu of a degree.

Special Instructions to Candidates

Equal Opportunity

City National Bank of Florida is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, protected veteran status, or any status protected by federal, state, or Florida law. We comply with the ADA and applicable Florida laws.

Interview Guidelines

To ensure a fair interview process, the use of AI wearables, AT tools, AI applications, or other external assistance is strickly prohibited.

Accommodations

If you require a reasonable accommodation to apply or participate in the hiring process, please contact our Talent Attraction team at [e-mail]