Workplace Policy Hybrid Job ID 2026-5908 Date posted 04/03/2026 About us:

Think BIG. Achieve More.

At City National Bank of Florida, we invest in our people and the communities we serve. Join a team where ambitious careers and meaningful relationships thrive together. We’re entrepreneurs at heart—growing fast, making an impact, and shaping the future of banking in Florida. To learn more about City National Bank of Florida visit About Us!

Overview:

The Loan Services Specialist, coordinates a variety of functions within the Loan Services Department related to the business operations of the Bank including but are not limited to loan servicing functions, confirmation of loan collateral, required insurance covering collateral and other perils, creation of insurance and tax records, ordering real estate tax service contract, transmittal of required insurance for tracking by outsource service provider, processing payment of taxes and insurance, maintenance of escrow records and notepads on loan system, analysis of client escrow accounts, confirmation of annual statement generation and mailing to clients, resolution of loan issues. Monitors Serviced by Others portfolio and maintains current records on Servicer. Provides client service, research and timely resolution of client inquiries/complaints. Fully knowledgeable and capable of filling in on day- to- day assignments if necessary. Cross-trains other employees in these functions.

What You'll Do:

• Confirms and performs required maintenance on insurance, tax and other collateral records created on Loan System at loan booking.
• Reviews and verifies adequacy of insurance coverage and compliance with established policy/ requirements.
• Processes, forwards and monitors insurance outsourced Servicer for tracking and lender placement; reviews service provider’s reports, performs inquiry/research on servicer’s Tickler System and issues request for updated insurance to Insurance Agents, et al.
• Maintains ongoing insurance and tax records on all collateral.
• Reviews and disseminates Insurance Exception Reports generated by outsource Service Provider.
• Monitors force placement of insurance, reviews weekly policy register, confirms billing and payment of force placed premiums; issues instructions for posting lender placed premiums on loan accounts and verifies proper posting.
• Originates escrow disbursement for payment of insurance premiums and taxes.
• Reviews daily Loan System reports on forthcoming disbursements, escrow matters and exceptions; takes appropriate action required; and disseminates information to Management.
• Monitors and generates escrow analysis and annual statements.
• Performs research and resolves loan issues.
• Monitors Serviced by Others monthly reports and their remittance; creates Delinquency Report for Management; generates and disseminates monthly SBO Management Accounting Report and maintains current records on Servicer.
• Provides client service; performs research for timely resolve of client inquiries/ complaints.
• Ability to handle and prioritize multiple projects simultaneously.
• Functions efficiently and effectively under deadlines and stress while maintaining a professional and mature demeanor.

Qualifications:

• 5-7 years of relevant experience in loan servicing or a related financial services role.

• Strong knowledge of loan documentation and loan terms for all type loans.

• Strong knowledge of loan servicing and booking covering all types of loans: consumer, residential, commercial, Syndication and Participations among others.

• Extensive PC skills (Word, Excel, Access, Outlook, Internet) and use of office machines (calculator, facsimile).

• Dynamic, self-motivated, with excellent verbal and written communications skills, ability to interact with all levels of the organization, and lead.

• Experience in Dynamic, self-motivated, with excellent verbal and written communications skills, ability to interact with all levels of the organization, and lead.

• Strong client service, organizational and time-management skills.

• Detailed oriented, with ability to balance multiple time-sensitive tasks at various levels of completion.

• Accuracy and great follow-up skills mandatory.

• Able to work in a team environment.

Education:

• High School Diploma or GED equivalent
• An equivalent combination of education and/or relevant professional experience may be considered in lieu of a degree.

Special information to candidates:

City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department   talent.attraction@citynational.com.