Universal Agent Mortgage Support
UNIVERSAL AGENT MORTGAGE SUPPORT
WHAT IS THE OPPORTUNITY?
This role will flex between teams and roles within the operations center to support shifting volume throughout the loan cycle. Performs critical roles of the centralized services and disclosure teams. Manage multiple concurrent objectives, projects or activities. Acts as a subject matter expert for project related work, provides team manager support and assists in job coaching.
WHAT WILL YOU DO?
Collect, review and process loan applications to ensure completeness and accuracy
Gather and assess loan disclosures and required documents to ensure compliance with loan conditions
Draft and finalize closing documents with exceptional precision, ensuring seamless reconciliation of the closing disclosures in coordination with Settlement Agents.
Prepares and request funds for loan delivery
Examines finalized closing documents for correctness and authorizes fund disbursement
Identify and resolve discrepancies in the loan file prior to close
Communication of loan status with third parties and customers
Maintains strong quality control protocols to ensure that loan applications are complete per company policy requirements
Capable of understanding and applying information from policies and procedures
Communicate with third parties or interested parties to the loan transactions
Recommends and trains best practices to team members
May participate in projects and initiatives; collaborate with other internal partners
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*H.S. Diploma
3-5 years' experience in a Mortgage Closing and/or Processing preferred.
3+ years of mortgage operations, legal support, title, processing, underwriting support, or entity review experience
Additional Qualifications
Experience reviewing trust, corporate, LLC, and partnership documentation preferred
Strong attention to detail and ability to detect inconsistencies.
Ability to manage multiple pipelines efficiently and meet deadlines.
Knowledge of major products and services.
Successful approaches, tools, techniques for dealing with changes and adapting to a changing environment; ability to adapt as needed.
Understanding of effective communication concept, tools and techniques.
Ability to analyze situations fully and accurately, and reach productive decisions.
Ability to process information with high level of accuracy.
Ability to make effective judgements as to prioritizing, time allocation and pipeline management.
Knowledge of and ability to bring a report problem to successful resolution.
Strong PC skills.
WHAT'S IN IT FOR YOU?
CompensationStarting base salary: $28.58 - $45.66 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
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 including:Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
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.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
WHAT IS THE OPPORTUNITY?
This role will flex between teams and roles within the operations center to support shifting volume throughout the loan cycle. Performs critical roles of the centralized services and disclosure teams. Manage multiple concurrent objectives, projects or activities. Acts as a subject matter expert for project related work, provides team manager support and assists in job coaching.
WHAT WILL YOU DO?
Collect, review and process loan applications to ensure completeness and accuracy
Gather and assess loan disclosures and required documents to ensure compliance with loan conditions
Draft and finalize closing documents with exceptional precision, ensuring seamless reconciliation of the closing disclosures in coordination with Settlement Agents.
Prepares and request funds for loan delivery
Examines finalized closing documents for correctness and authorizes fund disbursement
Identify and resolve discrepancies in the loan file prior to close
Communication of loan status with third parties and customers
Maintains strong quality control protocols to ensure that loan applications are complete per company policy requirements
Capable of understanding and applying information from policies and procedures
Communicate with third parties or interested parties to the loan transactions
Recommends and trains best practices to team members
May participate in projects and initiatives; collaborate with other internal partners
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*H.S. Diploma
3-5 years' experience in a Mortgage Closing and/or Processing preferred.
3+ years of mortgage operations, legal support, title, processing, underwriting support, or entity review experience
Additional Qualifications
Experience reviewing trust, corporate, LLC, and partnership documentation preferred
Strong attention to detail and ability to detect inconsistencies.
Ability to manage multiple pipelines efficiently and meet deadlines.
Knowledge of major products and services.
Successful approaches, tools, techniques for dealing with changes and adapting to a changing environment; ability to adapt as needed.
Understanding of effective communication concept, tools and techniques.
Ability to analyze situations fully and accurately, and reach productive decisions.
Ability to process information with high level of accuracy.
Ability to make effective judgements as to prioritizing, time allocation and pipeline management.
Knowledge of and ability to bring a report problem to successful resolution.
Strong PC skills.
WHAT'S IN IT FOR YOU?
CompensationStarting base salary: $28.58 - $45.66 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
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 including:Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
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.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.