Procedure Specialist

Western Alliance Bank•Dallas, TX

About The Position

The Procedure Specialist develops, maintains, and governs operational procedures, job aids, and reference materials supporting Retail Lending, Correspondent Lending, and Non-Agency business channels. The role translates complex agency, investor, regulatory, product, and operational requirements into clear, accurate, user-friendly documentation, while supporting change management, process improvement, and operational readiness initiatives. The position manages business and regulatory changes by assessing operational impacts, identifying documentation needs, updating resources, and issuing communications to support timely implementation. It works with Operations, Compliance, Risk, Quality Control, Training, and other business stakeholders to validate procedures and help ensure that changes are documented, communicated, trained, and adopted. The specialist also reviews operational metrics, quality control findings, repurchase trends, stakeholder feedback, and process gaps to recommend procedural enhancements, risk mitigation, and process improvements.

Requirements

At least 4 years of related experience in Mortgage Lending, with a focus on procedure writing and risk management, or a similar field.
Bachelor's degree in a related field.
Intermediate knowledge of the residential mortgage industry in Correspondent or Retail Lending, including sales, operations, capital markets, and/or other residential mortgage products and services.
Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards, and practices.
Intermediate knowledge of risk management practices.
Advanced speaking and writing communication skills.

Nice To Haves

Intermediate knowledge of industry-specific regulatory requirements, including CFPB, FHA, and HMDA.
Certified Mortgage Banker (CMB) certification or similar certification.

Responsibilities

Develop, write, maintain, and govern detailed operational and desktop procedures, job aids, and reference materials for mortgage lending operations.
Ensure documentation is clear, accurate, user-friendly, and aligned with regulatory, agency, investor, product, and company requirements.
Assess the operational impacts of agency, investor, regulatory, product, and internal process changes.
Identify documentation needs, update applicable resources, and issue operational communications to support accurate and timely implementation.
Partner with Operations, Compliance, Risk, Quality Control, Training, and business stakeholders to gather information and validate procedural accuracy.
Support change management and ensure operational changes are communicated, documented, trained, and adopted by impacted teams.
Analyze operational metrics, quality control findings, repurchase trends, stakeholder feedback, and process gaps.
Recommend procedural enhancements, risk mitigation strategies, and process improvements.