Senior Level Loan Assistant Jobs
Senior level loan assistant jobs place experienced professionals in charge of complex loan portfolios, compliance oversight, and the junior staff who process and close transactions. Openings are concentrated in Banking & Financial Services, Construction & Real Estate, and Staffing & Recruiting, with a mix of on-site, remote, and hybrid positions available and employers like Rocket Mortgage, Centennial Bank, and Jobot hiring at this level now.
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Showing 5 of 16+ Senior Level Loan Assistant jobs
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 Collateral Protection Program Manager serves as CNB’s senior first-line subject matter expert responsible for the ongoing protection, monitoring, servicing, and governance of collateral supporting the Bank’s loan portfolio. The position oversees the Bank’s collateral protection framework across commercial, residential, consumer, SBA, aviation, construction, participation/syndication, and other secured lending portfolios. Loan portfolio insurance represents the primary area of responsibility, including insurance requirements, policy administration, flood compliance, lender-placed insurance, escrow servicing, vendor oversight, portfolio monitoring, and related remediation activities. The role also provides operational oversight of post-closing collateral protection activities such as UCC continuation monitoring, mortgage and lien-document administration, collateral exception management, and related reporting. The position is responsible for establishing and maintaining servicing procedures, monitoring routines, controls, reporting, escalation processes, and remediation activities designed to protect the Bank’s secured position throughout the loan lifecycle. The role directly manages the Insurance & Escrow Supervisor and partners closely with Credit Risk, Compliance, Legal, Loan Servicing, Portfolio Management, Finance, Technology, Internal Audit, and third-party service providers. Credit Risk, Legal, Compliance, and the applicable Line of Business retain responsibility for establishing requirements, approving exceptions, and accepting risk within their respective areas of authority.
- Serve as CNB’s senior subject matter expert on loan collateral protection, with primary expertise in loan portfolio insurance, flood insurance, lender-placed insurance, escrow servicing, and collateral protection best practices.
- Own and manage the Bank’s loan collateral protection program, including standards, procedures, governance, monitoring, reporting, vendor oversight, issue remediation, escalation frameworks, and continuous improvement activities supporting the Bank’s secured lending portfolios.
- Provide technical expertise across applicable coverage types, including commercial property, hazard, windstorm, flood and flood contents, builder’s risk, business interruption/income, rental loss, general liability, umbrella/excess liability, workers’ compensation, equipment, automobile, marine/cargo, aviation, assets, private mortgage insurance, lender-placed insurance, and other specialized coverage as applicable.
- Oversee insurance requirements and broader post-closing collateral-protection monitoring across commercial, residential, consumer, SBA, aviation, construction, participation/syndication, and other secured portfolios.
- Provide first-line oversight of force-placed and lender-placed insurance, including pre-expiration monitoring, borrower notices, placement, premium processing, active policy administration, cancellations, refunds, and remediation of duplicate or unnecessary coverage.
- Oversee flood insurance compliance throughout the loan lifecycle, including determinations, mandatory purchase requirements, coverage amounts, private flood policy considerations, flood contents, escrow requirements, notices, force placement, zone changes, tracking, cancellations, refunds, and regulatory evidence.
- Direct insurance and tax escrow servicing activities, including setup, disbursements, annual and interim analyses, shortages and surpluses, refunds, cancellations, payment exceptions, and applicable borrower communications.
- Establish portfolio-level monitoring for expired, deficient, underinsured, waived, non-force-placeable, and force-placed coverage, including exposure analysis, aging, trends, concentration, root-cause analysis, KRIs/KPIs, escalation thresholds, and executive reporting.
- Own governance of approved insurance waivers and exceptions, including inventory, supporting evidence, expiration monitoring, renewal or extension requirements, reporting, and escalation.
- Ensure timely remediation and escalation of coverage deficiencies, collateral-document exceptions, upcoming UCC filings, processing errors, aged exceptions, vendor failures, borrower-impacting issues, regulatory exceptions, audit findings, and control gaps.
- Partner with Compliance, Legal, Credit Risk, First Line Risk, external insurance specialists, brokers, carriers, filing and collateral-service vendors, and counsel to operationalize regulatory, insurance, and collateral-protection requirements.
- Lead responses to regulatory examinations, compliance monitoring, internal audit, external audit, quality-assurance reviews, and management inquiries related to insurance, escrow servicing, and collateral-protection controls.
- Develop and maintain executive reporting covering insurance exposure, force-placed inventory, expired and deficient coverage, waivers, underinsurance, Bank-funded premiums, refunds, recoveries, UCC continuation requirements, recorded-document exceptions, vendor performance, escrow exceptions, customer impact, regulatory indicators, and remediation status.
- Sponsor automation, system, workflow, and data-quality improvements across nCino/Elevate, Core systems, Insurance Central, vendor platforms, document repositories, collateral-tracking records, dashboards, and related workflows.
- Manage the Insurance & Escrow Supervisor and overall unit staffing, capacity, segregation of duties, succession planning, training, performance, and professional development required to support insurance, escrow, and broader collateral-protection responsibilities.
- Own and maintain the Bank’s first-line operational collateral protection framework, including approved servicing standards, monitoring procedures, control routines, escalation criteria, reporting, issue remediation, and continuous improvement.
- Oversee post-closing operational monitoring of UCC financing statements, including continuation requirements, expiration dates, filing-status information, amendments, assignments, terminations, and exceptions.
- Oversee operational monitoring of recorded mortgages, assignments, modifications, and other applicable real-estate collateral documents after closing.
- Monitor collateral-document exceptions and aged outstanding items requiring remediation, escalation, Line of Business involvement, legal review, or management visibility.
- Establish controls to identify upcoming collateral-protection events, including UCC continuation deadlines, expiring filings, unresolved recording matters, document exceptions, insurance expirations, waiver expirations, and other time-sensitive servicing requirements.
- Oversee third-party providers supporting insurance monitoring, flood determinations, escrow administration, UCC filing services, lien searches, recorded-document services, collateral tracking, and other collateral-protection activities, including contractual performance, service-level agreements (SLAs), data quality, reporting, quality assurance, issue remediation, business continuity, audit support, annual reviews, and transition readiness.
- Ensure operational issues affecting the Bank’s secured position are documented, assigned, monitored, and escalated to the appropriate Line of Business, Credit Risk, Legal, Compliance, or management authority. Credit Risk, Legal, Compliance, and the applicable business authority retain responsibility for establishing requirements, approving exceptions, interpreting legal sufficiency, and accepting risk within their respective areas of authority.
- Perform other duties and strategic initiatives as assigned by management.
Qualifications
- 10+ years experience supporting loan portfolio insurance, collateral protection, force-placed insurance, flood insurance, escrow servicing, secured lending operations, or related post-closing servicing activities within a financial institution or regulated environment.
- 5+ years of leadership experience managing insurance, collateral protection, loan servicing, vendor management, operational controls, or related programs, including responsibility for governance, reporting, issue remediation, and team leadership.
- 5+ years of direct people-management experience, including oversight of supervisors or team leads, staffing, performance, quality, escalation, and control routines.
- 5+ years experience supporting audits, regulatory examinations, issue remediation, executive reporting, system implementations, or program transformations.
- 5+ years experience supporting secured lending and collateral-protection servicing, including one or more of the following: UCC financing statement continuation monitoring, mortgage or recorded-document administration, collateral-document exception management, lien-related servicing controls, document custody, or collateral-service vendor oversight.
- Expert knowledge of property and casualty insurance principles, policy forms, coverage analysis, underwriting concepts, endorsements, exclusions, deductibles, valuation, limits, claims considerations, and lender protections.
- Advanced knowledge of commercial property, hazard, windstorm, flood, builder’s risk, business income/interruption, rental loss, general liability, umbrella/excess, workers’ compensation, equipment, automobile, marine/cargo, aviation, environmental, professional liability, PMI, and lender-placed coverage, as applicable to secured lending.
- Strong understanding of insurance requirements within commercial and residential loan documents and the ability to translate legal and credit requirements into operational insurance standards.
- Strong working knowledge of flood insurance, force-placed insurance, escrow administration, borrower notices, premium servicing, cancellations, refunds, and related regulatory expectations.
- Ability to evaluate complex insurance and collateral-protection structures, identify material gaps, assess collateral exposure, recommend appropriate operational remediation, and communicate risk clearly to senior management and stakeholders.
- Strong knowledge of third-party oversight, SLAs, quality assurance, control testing, issue management, root-cause analysis, corrective action, and audit readiness.
- Ability to develop portfolio-level exposure analysis, KRIs/KPIs, executive dashboards, trend reporting, and risk-based escalation routines covering insurance, escrow, and collateral-protection activities.
- Ability to distinguish first-line operational ownership from Credit Risk, Compliance, Legal, Portfolio Management, Line of Business, and vendor responsibilities, including the distinction between operational monitoring and legal determinations regarding perfection, priority, enforceability, or sufficiency.
- Strong leadership, analytical, organizational, decision-making, written, and verbal communication skills.
- Ability to translate insurance, collateral, regulatory, and policy requirements into practical procedures, controls, system requirements, training, and reporting.
- Proficiency with Microsoft Office, reporting tools, workflow tools, Core servicing systems, insurance-monitoring platforms, collateral-tracking records, document repositories, filing or recorded-document vendor applications, and related platforms.
- Strong working knowledge of post-closing collateral-protection concepts, including UCC financing statements, continuation periods, amendments, assignments, terminations, lien searches, mortgages, deeds of trust, assignments, releases, satisfactions, and recorded-document exceptions.
- Ability to administer approved collateral-protection requirements, recognize exceptions, maintain monitoring and evidence, and escalate matters requiring Credit Risk, Legal, Compliance, or Line of Business review.
- Knowledge of collateral-tracking, public-record, filing-service, document-repository, workflow, and vendor information used to support ongoing collateral protection.
- Ability to develop portfolio reporting across insurance exposure, UCC continuation requirements, recorded-document exceptions, collateral deficiencies, aging, remediation, and vendor performance.
Licenses/Certifications
- One or more recognized insurance or risk designations, such as CPCU, CIC, ARM, CRM, or comparable professional designation
- Flood insurance, mortgage servicing, banking compliance, or related certification, such as CRCM, CMB, or comparable designation
- Active state Property & Casualty insurance license
Education
- Bachelor's Degree in Insurance, Loan Operations, Collateral Administration or related field.
- Equivalent combination of education and directly relevant insurance experience may be considered.
Benefits & Perks
We offer a competitive benefits package designed to support your success:
- Health Coverage: Medical, dental, and vision plans with employer contributions.
- Retirement Savings: 401(k) with matching.
- Paid Time Off & Holidays: Generous PTO and paid holidays.
- Wellness Support: Access to mental health and financial wellness resources. Visit our benefits page to learn more Benefits! Join City National Bank of Florida. The possibilities are endless.
Special Information 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 and consistent interview process, applicants are not permitted to use AI-enabled devices during interviews, including AI glasses or similar wearable technology that can record, transmit, or generate real-time information. Applicants who require a reasonable accommodation to participate in the interview process should contact talent.attraction@citynational.com in advance of the interview to submit an accommodation request. City National Bank of Florida will engage in the interactive process and provide reasonable accommodations in accordance with applicable law.
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 Collateral Protection Program Manager serves as CNB’s senior first-line subject matter expert responsible for the ongoing protection, monitoring, servicing, and governance of collateral supporting the Bank’s loan portfolio. The position oversees the Bank’s collateral protection framework across commercial, residential, consumer, SBA, aviation, construction, participation/syndication, and other secured lending portfolios. Loan portfolio insurance represents the primary area of responsibility, including insurance requirements, policy administration, flood compliance, lender-placed insurance, escrow servicing, vendor oversight, portfolio monitoring, and related remediation activities. The role also provides operational oversight of post-closing collateral protection activities such as UCC continuation monitoring, mortgage and lien-document administration, collateral exception management, and related reporting. The position is responsible for establishing and maintaining servicing procedures, monitoring routines, controls, reporting, escalation processes, and remediation activities designed to protect the Bank’s secured position throughout the loan lifecycle. The role directly manages the Insurance & Escrow Supervisor and partners closely with Credit Risk, Compliance, Legal, Loan Servicing, Portfolio Management, Finance, Technology, Internal Audit, and third-party service providers. Credit Risk, Legal, Compliance, and the applicable Line of Business retain responsibility for establishing requirements, approving exceptions, and accepting risk within their respective areas of authority.
- Serve as CNB’s senior subject matter expert on loan collateral protection, with primary expertise in loan portfolio insurance, flood insurance, lender-placed insurance, escrow servicing, and collateral protection best practices.
- Own and manage the Bank’s loan collateral protection program, including standards, procedures, governance, monitoring, reporting, vendor oversight, issue remediation, escalation frameworks, and continuous improvement activities supporting the Bank’s secured lending portfolios.
- Provide technical expertise across applicable coverage types, including commercial property, hazard, windstorm, flood and flood contents, builder’s risk, business interruption/income, rental loss, general liability, umbrella/excess liability, workers’ compensation, equipment, automobile, marine/cargo, aviation, assets, private mortgage insurance, lender-placed insurance, and other specialized coverage as applicable.
- Oversee insurance requirements and broader post-closing collateral-protection monitoring across commercial, residential, consumer, SBA, aviation, construction, participation/syndication, and other secured portfolios.
- Provide first-line oversight of force-placed and lender-placed insurance, including pre-expiration monitoring, borrower notices, placement, premium processing, active policy administration, cancellations, refunds, and remediation of duplicate or unnecessary coverage.
- Oversee flood insurance compliance throughout the loan lifecycle, including determinations, mandatory purchase requirements, coverage amounts, private flood policy considerations, flood contents, escrow requirements, notices, force placement, zone changes, tracking, cancellations, refunds, and regulatory evidence.
- Direct insurance and tax escrow servicing activities, including setup, disbursements, annual and interim analyses, shortages and surpluses, refunds, cancellations, payment exceptions, and applicable borrower communications.
- Establish portfolio-level monitoring for expired, deficient, underinsured, waived, non-force-placeable, and force-placed coverage, including exposure analysis, aging, trends, concentration, root-cause analysis, KRIs/KPIs, escalation thresholds, and executive reporting.
- Own governance of approved insurance waivers and exceptions, including inventory, supporting evidence, expiration monitoring, renewal or extension requirements, reporting, and escalation.
- Ensure timely remediation and escalation of coverage deficiencies, collateral-document exceptions, upcoming UCC filings, processing errors, aged exceptions, vendor failures, borrower-impacting issues, regulatory exceptions, audit findings, and control gaps.
- Partner with Compliance, Legal, Credit Risk, First Line Risk, external insurance specialists, brokers, carriers, filing and collateral-service vendors, and counsel to operationalize regulatory, insurance, and collateral-protection requirements.
- Lead responses to regulatory examinations, compliance monitoring, internal audit, external audit, quality-assurance reviews, and management inquiries related to insurance, escrow servicing, and collateral-protection controls.
- Develop and maintain executive reporting covering insurance exposure, force-placed inventory, expired and deficient coverage, waivers, underinsurance, Bank-funded premiums, refunds, recoveries, UCC continuation requirements, recorded-document exceptions, vendor performance, escrow exceptions, customer impact, regulatory indicators, and remediation status.
- Sponsor automation, system, workflow, and data-quality improvements across nCino/Elevate, Core systems, Insurance Central, vendor platforms, document repositories, collateral-tracking records, dashboards, and related workflows.
- Manage the Insurance & Escrow Supervisor and overall unit staffing, capacity, segregation of duties, succession planning, training, performance, and professional development required to support insurance, escrow, and broader collateral-protection responsibilities.
- Own and maintain the Bank’s first-line operational collateral protection framework, including approved servicing standards, monitoring procedures, control routines, escalation criteria, reporting, issue remediation, and continuous improvement.
- Oversee post-closing operational monitoring of UCC financing statements, including continuation requirements, expiration dates, filing-status information, amendments, assignments, terminations, and exceptions.
- Oversee operational monitoring of recorded mortgages, assignments, modifications, and other applicable real-estate collateral documents after closing.
- Monitor collateral-document exceptions and aged outstanding items requiring remediation, escalation, Line of Business involvement, legal review, or management visibility.
- Establish controls to identify upcoming collateral-protection events, including UCC continuation deadlines, expiring filings, unresolved recording matters, document exceptions, insurance expirations, waiver expirations, and other time-sensitive servicing requirements.
- Oversee third-party providers supporting insurance monitoring, flood determinations, escrow administration, UCC filing services, lien searches, recorded-document services, collateral tracking, and other collateral-protection activities, including contractual performance, service-level agreements (SLAs), data quality, reporting, quality assurance, issue remediation, business continuity, audit support, annual reviews, and transition readiness.
- Ensure operational issues affecting the Bank’s secured position are documented, assigned, monitored, and escalated to the appropriate Line of Business, Credit Risk, Legal, Compliance, or management authority. Credit Risk, Legal, Compliance, and the applicable business authority retain responsibility for establishing requirements, approving exceptions, interpreting legal sufficiency, and accepting risk within their respective areas of authority.
- Perform other duties and strategic initiatives as assigned by management.
Qualifications
- 10+ years experience supporting loan portfolio insurance, collateral protection, force-placed insurance, flood insurance, escrow servicing, secured lending operations, or related post-closing servicing activities within a financial institution or regulated environment.
- 5+ years of leadership experience managing insurance, collateral protection, loan servicing, vendor management, operational controls, or related programs, including responsibility for governance, reporting, issue remediation, and team leadership.
- 5+ years of direct people-management experience, including oversight of supervisors or team leads, staffing, performance, quality, escalation, and control routines.
- 5+ years experience supporting audits, regulatory examinations, issue remediation, executive reporting, system implementations, or program transformations.
- 5+ years experience supporting secured lending and collateral-protection servicing, including one or more of the following: UCC financing statement continuation monitoring, mortgage or recorded-document administration, collateral-document exception management, lien-related servicing controls, document custody, or collateral-service vendor oversight.
- Expert knowledge of property and casualty insurance principles, policy forms, coverage analysis, underwriting concepts, endorsements, exclusions, deductibles, valuation, limits, claims considerations, and lender protections.
- Advanced knowledge of commercial property, hazard, windstorm, flood, builder’s risk, business income/interruption, rental loss, general liability, umbrella/excess, workers’ compensation, equipment, automobile, marine/cargo, aviation, environmental, professional liability, PMI, and lender-placed coverage, as applicable to secured lending.
- Strong understanding of insurance requirements within commercial and residential loan documents and the ability to translate legal and credit requirements into operational insurance standards.
- Strong working knowledge of flood insurance, force-placed insurance, escrow administration, borrower notices, premium servicing, cancellations, refunds, and related regulatory expectations.
- Ability to evaluate complex insurance and collateral-protection structures, identify material gaps, assess collateral exposure, recommend appropriate operational remediation, and communicate risk clearly to senior management and stakeholders.
- Strong knowledge of third-party oversight, SLAs, quality assurance, control testing, issue management, root-cause analysis, corrective action, and audit readiness.
- Ability to develop portfolio-level exposure analysis, KRIs/KPIs, executive dashboards, trend reporting, and risk-based escalation routines covering insurance, escrow, and collateral-protection activities.
- Ability to distinguish first-line operational ownership from Credit Risk, Compliance, Legal, Portfolio Management, Line of Business, and vendor responsibilities, including the distinction between operational monitoring and legal determinations regarding perfection, priority, enforceability, or sufficiency.
- Strong leadership, analytical, organizational, decision-making, written, and verbal communication skills.
- Ability to translate insurance, collateral, regulatory, and policy requirements into practical procedures, controls, system requirements, training, and reporting.
- Proficiency with Microsoft Office, reporting tools, workflow tools, Core servicing systems, insurance-monitoring platforms, collateral-tracking records, document repositories, filing or recorded-document vendor applications, and related platforms.
- Strong working knowledge of post-closing collateral-protection concepts, including UCC financing statements, continuation periods, amendments, assignments, terminations, lien searches, mortgages, deeds of trust, assignments, releases, satisfactions, and recorded-document exceptions.
- Ability to administer approved collateral-protection requirements, recognize exceptions, maintain monitoring and evidence, and escalate matters requiring Credit Risk, Legal, Compliance, or Line of Business review.
- Knowledge of collateral-tracking, public-record, filing-service, document-repository, workflow, and vendor information used to support ongoing collateral protection.
- Ability to develop portfolio reporting across insurance exposure, UCC continuation requirements, recorded-document exceptions, collateral deficiencies, aging, remediation, and vendor performance.
Licenses/Certifications
- One or more recognized insurance or risk designations, such as CPCU, CIC, ARM, CRM, or comparable professional designation
- Flood insurance, mortgage servicing, banking compliance, or related certification, such as CRCM, CMB, or comparable designation
- Active state Property & Casualty insurance license
Education
- Bachelor's Degree in Insurance, Loan Operations, Collateral Administration or related field.
- Equivalent combination of education and directly relevant insurance experience may be considered.
Benefits & Perks
We offer a competitive benefits package designed to support your success:
- Health Coverage: Medical, dental, and vision plans with employer contributions.
- Retirement Savings: 401(k) with matching.
- Paid Time Off & Holidays: Generous PTO and paid holidays.
- Wellness Support: Access to mental health and financial wellness resources. Visit our benefits page to learn more Benefits! Join City National Bank of Florida. The possibilities are endless.
Special Information 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 and consistent interview process, applicants are not permitted to use AI-enabled devices during interviews, including AI glasses or similar wearable technology that can record, transmit, or generate real-time information. Applicants who require a reasonable accommodation to participate in the interview process should contact talent.attraction@citynational.com in advance of the interview to submit an accommodation request. City National Bank of Florida will engage in the interactive process and provide reasonable accommodations in accordance with applicable law.
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Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Construction & Real Estate
- Staffing & Recruiting
Senior Level Loan Assistant Jobs: Frequently Asked Questions
How do I get a senior level loan assistant job?
Employers hiring at this level look for candidates who have handled high-volume or high-complexity loan files independently, caught compliance issues before they escalated, and mentored less experienced staff through the process. Highlighting ownership of end-to-end loan cycles, familiarity with regulatory requirements, and any process improvements you have led will give your application a clear edge over generalist candidates.
Which companies hire senior level loan assistants?
Companies hiring senior level loan assistants right now include Rocket Mortgage, Centennial Bank, and Jobot, based on current listings on Migrate Mate as of November 2026. Hiring at this level tends to come from regional banks, mortgage servicers, credit unions, and financial institutions that manage significant loan volume and need experienced staff to keep operations compliant and running efficiently.
Are there remote senior level loan assistant jobs?
Yes, though availability varies by employer and loan type. About 27% of senior level loan assistant openings are remote or hybrid as of November 2026, reflecting broader flexibility in financial services operations roles. Mortgage and consumer lending positions are more likely to offer remote options than roles tied to in-branch relationships or physical document handling.
What makes a loan assistant role senior level?
Senior level loan assistant roles go beyond processing files. They involve owning complex or high-value loan pipelines, resolving escalated issues that junior staff cannot handle, ensuring team-wide compliance with lending regulations, and training or guiding newer team members. The expectation is that you operate with minimal supervision, anticipate problems before they surface, and contribute to process and quality standards across the team.
Which industries hire the most senior level loan assistants?
Senior Level loan assistant roles concentrate in Banking & Financial Services, Construction & Real Estate, and Staffing & Recruiting, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because they manage large, ongoing loan portfolios that require experienced staff to maintain compliance, support underwriters, and keep high-volume pipelines moving without errors.