ADDITIONAL QUALIFICATIONS

• Project Management skills, ability to prioritize tasks and adapt to changing priorities
• Organizational and time management skills
• Recommended experience: Prior closing experience, credit experience or understanding of experience
• Understanding of bank policies and procedures relating to the satisfaction of Insurance conditions, documents, and services

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.

• Evaluate and verify insurance policies for commercial loan clients to ensure adequate coverage and compliance with bank requirements.
• Act as a liaison between the bank, clients, and insurance agencies to resolve coverage issues and obtain necessary documentation.
• Ensure all insurance documents meet regulatory, legal, and bank-specific compliance standards.
• Provide guidance to commercial banking clients regarding insurance needs related to loan agreements, including flood, property, liability, and business interruption insurance.
• Collaborate with Relationship Managers and Loan Officers to support client onboarding and ongoing portfolio reviews.
• Evaluate and verify insurance policies for commercial loan clients to ensure adequate coverage and compliance with bank requirements.
• Act as a liaison between the bank, clients, and insurance agencies to resolve coverage issues and obtain necessary documentation.
• Ensure all insurance documents meet regulatory, legal, and bank-specific compliance standards.Provide guidance to commercial banking clients regarding insurance needs related to loan agreements, including flood, property, liability, and business interruption insurance.