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AI Summary
The specialist reviews and adjusts signature blocks, POAs, and complex ownership structures for home equity, purchase, and refinance transactions. They serve as the primary escalation point for entity and trust reviews while partnering with Legal, Compliance, and Underwriting teams.
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.
WHAT WILL YOU DO?
- 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
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
- H.S. Diploma
- 3+ years of mortgage operations, legal support, title, processing, underwriting support, or entity review experience
Additional Qualifications
- 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
WHAT'S IN IT FOR YOU?
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.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
- 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
Get a more detailed look at our Benefits and Perks.
ABOUT US
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 integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
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.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
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.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
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