Universal Agent Mortgage

Universal Agent Mortgage Support

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.

• 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
• Prepare and request funds for loan delivery
• Examine finalized closing documents for correctness and authorize fund disbursement
• Identify and resolve discrepancies in the loan file prior to close
• Communicate loan status with third parties and customers
• Maintain 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 about the loan transactions
• Recommend and train best practices to team members
• May participate in projects and initiatives; collaborate with other internal partners

• 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 judgments as to prioritizing, time allocation and pipeline management
• Knowledge of and ability to bring a report problem to successful resolution
• Strong PC skills

Compensation
. Starting 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.

• 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

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.

Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications.  accepts applications on an ongoing basis, until filled.