Senior Corporate Banking Specialist

City National Bank of Florida

. Collaborate with Relationship Managers to manage and expand the Corporate Banking portfolio .

Posted 9/30/2026full-timeCoral Gables • Florida • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing corporate banking portfolios, conducting financial analysis, and supporting loan servicing processes. Proficient in regulatory compliance, client relationship management, and utilizing loan/depository systems effectively.

Highest-signal resume keywords

Corporate Banking ExperienceFinancial Analysis SkillsLoan Servicing ManagementRegulatory Compliance KnowledgeClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan ProcessingFinancial AnalysisCredit Standards FamiliarityLoan Closing ManagementRegulatory Requirements UnderstandingBanking Products KnowledgeLoan Application ManagementKYC ProcessingDocument VerificationLoan Portfolio Monitoring

Soft Skills

Excellent Communication SkillsTime ManagementOrganizational SkillsProblem-Solving SkillsAbility to Work Independently

Tools & Technologies

DocManElevateMicrosoft WordMicrosoft ExcelMicrosoft Outlook

Industry Keywords

Corporate BankingFinancial ServicesLoan ServicingBSA/RFIEDD/KYCOFACHigh-Risk ReviewReg E DisputesClient Relationship ManagementCross-Selling

About the role

Key responsibilities & impact

Collaborate with Relationship Managers to manage and expand the Corporate Banking portfolio
Cultivate and retain long-term client relationships
Identify market opportunities, monitor industry trends, and support new business development
Support bank and corporate banking clients and resolve service requests and technical problems
Conduct financial analysis for Relationship Managers
Manage loan servicing requests, including payments, paydowns, invoices, statements, insurance, escrows, and flood insurance
Collect, prepare, and process loan applications; support deal structuring, development, and maintenance
Collect and review documents for new loan applications, renewals, and modifications
Upload required loan documents into DocMan
Verify applicant income, employment history, and creditworthiness
Complete customer profiles, CIP, and ownership information in Elevate
Perform list checks, OFAC and Google searches, and submit KYCs for review and approval
Coordinate with legal, loan closers, counsel, and internal departments through approval and closing
Maintain loan application and approval records
Collect closing documentation and manage RM dashboard and pipeline
Coordinate payoffs, releases, and fee-waiver submissions
Follow up on loan booking, waivers, disbursements, and financial-statement ticklers
Monitor loan portfolios, payment schedules, delinquent accounts, maturities, covenants, and minimum deposit requirements
Adhere to lending regulations and internal policies
Complete BSA/RFI, EDD/KYC, OFAC, high-risk review, and REC findings requests
Manage onboarding and maintenance follow-up activities
Complete Reg E disputes and other Loan/Risk Department items
Process deposit-account requests, new account packages, maintenance cases, and deposit/loan research
Resolve exception items from Deposit Operations and Non-Post databases
Maintain product knowledge and complete assigned training
Identify needs, cross-sell bank products and services, and refer opportunities to other departments
Communicate loan application status, issues, renewals, past-due accounts, and opportunities to Relationship Managers
Participate in on-site client visits and relationship reviews
Cross-train across loan and account-opening specialties
Perform other assigned duties

Requirements

What you’ll need

5-7 years of experience in corporate banking or financial services support role
Proven track record of providing high-level support to Relationship Managers
Experience actively managing loan closing/amendment/modification processes with internal and external Bank partners
In-depth understanding of banking products, processes, and regulatory requirements
Strong financial analysis skills and familiarity with credit standards
Proficiency in loan/depository systems
Proficiency in Microsoft Word, Excel, and Outlook
Excellent verbal and written communication skills
Ability to meet or exceed established goals
Good time management, organizational, and problem-solving skills
Ability to work independently
Associate's Degree in Business Administration or related field
An equivalent combination of education and relevant professional experience may be considered in lieu of a degree

Benefits

Comp & perks

Equal Opportunity Employer
Reasonable accommodations for the interview process in accordance with applicable law