Description
MORTGAGE FULFILLMENT LEAD (Closing/Funding/Post-Closing) WHAT IS THE OPPORTUNITY? The Mortgage Fulfillment Lead will provide support to the Fulfillment/Operations teams (Disclosures/Processing/Closing/Funding) within Residential Lending. The Fulfillment Lead will be responsible for handling escalated matters and providing root cause analysis, training and providing assistance to junior level staff, and acting as a temporary team supervisor when the primary supervisor is out of the office. What you will do
- Act as temporary team supervisor when primary supervisor is absent
- Draft and maintain procedures/job aids for the fulfillment team
- Collaborate with the training department and function as a subject matter expert during training to ensure specific job application and realism
- Lead meetings on topics identified by fulfillment management and front line staff
- Support team supervisors with pipeline management, prioritization, loan level inspection, issues, and file flow through team
- Assists in managing overall pipeline and metrics
- Partner and reinforce desired behavior on the floor. Provide one-on-one support to help improve fulfillment staff on an individual level
- Partner with fulfillment supervisors and managers to identify training gaps
- Identify opportunities for process improvement
- Partner with fulfillment manager to strengthen reporting and controls
- Assist with UAT testing as needed
- Perform routine audits on fulfillment colleagues to ensure procedures are being adhered to
- Other duties as assigned by management
Must-Have*
- H.S. Diploma
- Minimum 4 years of recent mortgage operations experience required.
- Intermediate to Advance computing experience (e.g. Microsoft Word, Excel, PowerPoint, Outlook) required.
Skills and Knowledge
- Ability to maintain high levels of performance, especially in stressful situations.
- Strong knowledge of federal/state regulatory policies and procedures.
- Excellent written and verbal skills.
- Excellent organizational skills.
*To be considered for this position you must meet at least these basic qualifications
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. 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. Get an inside look at our Benefits and Perks. ABOUT CITY NATIONAL
City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves.
*City National Bank does business in Miami and the state of Florida as CN Bank.
For more information about City National, visit cnb.com. EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION
City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at (213) 673-9139. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days.
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