Manager Mortgage Intake Team Job Listing at City National Bank in Sacramento, CA (Job ID 10837)

Description

MANAGER MORTGAGE INTAKE TEAM

WHAT IS THE OPPORTUNITY?

The Manager of the Mortgage Intake Team is responsible for overseeing the intake process for mortgage applications, ensuring efficiency, accuracy, and compliance at all stages. In this leadership role, you will manage a team of associates who review and verify mortgage applications for completeness before the underwriting process. You will ensure that the team meets performance targets, adheres to regulatory requirements, and maintains the highest standards of customer service.

WHAT WILL YOU DO?

• Lead and manage the day-to-day operations of the Mortgage Intake Team, ensuring timely and accurate processing of mortgage applications.
• Set and monitor performance targets for the team, providing guidance and support to ensure goals are met.
• Conduct regular team meetings to discuss challenges, share best practices, and update on industry or regulatory changes.
• Review and approve mortgage applications and documentation to ensure completeness and compliance with company guidelines and regulatory requirements.
• Handle escalated issues or complex cases that require additional review or coordination with other departments.
• Develop and implement training programs for new team members, as well as ongoing training for existing staff.
• Collaborate with other departments such as underwriting, operations, and compliance to streamline processes and resolve issues.
• Ensure that team members are consistently providing excellent customer service and maintaining positive relationships with applicants, loan officers, and internal departments.
• Stay up to date with changes in mortgage regulations, industry best practices, and internal policies to ensure the team remains compliant.
• Provide regular performance feedback, coaching, and conduct performance reviews for team members
• Drive system enhancements, process improvements, and reporting coverage to enhance the intake process and reduce cycle times.

WHAT DO YOU NEED TO SUCCEED?

Required Qualification

• Bachelor's Degree or equivalent
• 3+ years of experience in mortgage operations or related field
• 1 year in a leadership or supervisory role.

Skills, Knowledge and Licenses (And All Other Preferred)

• In-depth understanding of FNMA/FHLMC guidelines.
• In-depth knowledge of mortgage application processing, underwriting guidelines, and industry regulations (e.g., RESPA, TRID).
• Proven ability to manage, motivate, and develop a team to achieve performance goals.
• Strong problem-solving and decision-making skills.
• Excellent organizational and time management skills, with the ability to handle multiple priorities.
• Exceptional communication skills, both written and verbal.
• Proficiency in mortgage processing systems and Microsoft Office Suite.
• General knowledge and exposure to all areas of mortgage banking outside of underwriting.
• Ability to drive change and improve operational efficiency.
• Strong attention to detail and commitment to maintaining high-quality standards.

WHAT'S IN IT FOR YOU?

Compensation

Starting base salary: $46,323 - $69,535 per year. 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.