Intake and Capacity Lead

City National Bank • Los Angeles, CA

15h

About The Position

The Intake & Capacity Lead owns the end-to-end intake, sizing, and prioritization process for the US Mortgage Banking Change Management Organization (CMO). The role is the single point of entry for change requests and ensures they follow a consistent, governed process from submission to delivery readiness. It manages incoming demand against available capacity, facilitates review and prioritization forums, maintains the CMO playbook and system of record, and partners with delivery leaders to support the transition of prioritized work into execution. The role governs and coordinates the process; it does not author business requirements or perform delivery.

Requirements

• Bachelor's degree or equivalent.
• At least 7 years of experience in intake management, demand or portfolio management, PMO, or process governance.
• Demonstrated experience owning and running governance forums and maintaining a prioritization framework amid competing stakeholder pressures.
• Working knowledge of the change and delivery lifecycle, including BRDs, TRDs, UAT, system configuration, release management, and production support.
• Proficiency with Asana or a comparable work-management tool used as a system of record.
• Strong facilitation, organizational, and stakeholder-management skills.

Nice To Haves

• Experience in financial services or a transformation environment.

Responsibilities

• Own the CMO intake, sizing, and prioritization process, ensuring change requests follow a consistent flow from submission to delivery readiness.
• Maintain and continuously improve the CMO playbook and standards for intake, review, and prioritization.
• Serve as the single point of intake for change requests and review submissions for completeness and a clearly defined problem.
• Advise Business Platform Architects and business stakeholders on submitting complete, decision-ready requests.
• Oversee initial T-shirt sizing and right-sizing of incoming requests to support accurate effort estimation.
• Manage incoming demand against available capacity across in-scope functions and escalate when demand exceeds organizational capacity.
• Facilitate review and prioritization forums and provide end-to-end governance and oversight of prioritization.
• Ensure Must-Do and regulatory or compliance items are appropriately gated, and keep deferred work visible and revisitable in the Parking Lot.
• Maintain Asana as the CMO system of record, keeping status, sizing, capacity, and priority information accurate and current.
• Report intake volume, capacity, and throughput trends to leadership to inform planning and sequencing decisions.
• Partner with the Agile Manager, Release Manager, and Project Managers to ensure prioritized work transitions into delivery.

Benefits

• Medical, dental, and vision coverage available the first of the month following the start date.
• Generous 401(k) company matching contribution.
• Tuition reimbursement and internal upskilling and training resources.
• Vacation, sick, and volunteer time.
• Fertility benefits and cancer, diabetes, and musculoskeletal support programs.
• Career mobility support from a dedicated recruitment team.
• Colleague Resource Groups for networking and community engagement.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior