Mortgage Intake Team Associate

MORTGAGE INTAKE TEAM ASSOCIATE

WHAT IS THE OPPORTUNITY?

As an Associate on the Mortgage Application Intake Team, you will play a crucial role in ensuring the smooth processing of mortgage applications. You will be responsible for reviewing and verifying applications for completeness and compliance with the necessary documentation before the underwriting process. This role demands attention to detail, a strong understanding of mortgage application procedures, and excellent communication skills to liaise with loan officers and other internal stakeholders.

WHAT WILL YOU DO?

• Review mortgage applications and supporting documentation to ensure completeness and accuracy.
• Identify any missing, incomplete, or incorrect information and follow up with loan officers or internal teams to resolve discrepancies.
• Validate the application against regulatory and company-specific guidelines, ensuring all required forms and documents are included.
• Maintain clear and organized records of reviewed applications and communications with loan officers.
• Communicate effectively with loan officers and other internal teams to request additional information or clarification.
• Ensure applications are processed in a timely manner, meeting established service level agreements (SLAs).
• Assist in troubleshooting application-related issues and escalate complex problems to the manager.
• Keep up to date with industry regulations and company policies regarding mortgage applications.
• Contribute to process improvement initiatives to streamline the application intake process.

WHAT DO YOU NEED TO SUCCEED?

Required Qualifications*

• H.S. Diploma
• 1-2 years of experience in mortgage operations, loan processing, or a similar administrative role.

Additional Qualifications

• Bachelor's Degree preferred
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication skills.
• Proven ability to manage, motivate, and develop a team to achieve performance goals.
• Ability to manage multiple tasks simultaneously in a fast-paced environment.
• Proficient in Microsoft Office Suite (Excel, Word, Outlook) and mortgage processing systems.
• Exceptional communication skills, both written and verbal.
• Proficiency in mortgage processing systems and Microsoft Office Suite.
• Familiarity with mortgage documentation and underwriting processes is a plus.
• Knowledge of regulatory guidelines (e.g., RESPA, TRID) is desirable.

WHAT'S IN IT FOR YOU?

Compensation

Starting base salary: $22.27 - $33.43 per hour. 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.