Universal Agent Mortgage Support

City National Bank • Los Angeles, CA

3d • Onsite

About The Position

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.

Requirements

• 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
• 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.

Responsibilities

• 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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED