Mortgage Policy & Process Lead — Training & Compliance

City National Bank; California (MO); On-site; USD 111,000 - 190,000; Full time

Benefits offered by this job

Healthcare plan

401(k) matching

Tuition reimbursement

Paid time off

Career development resources

Job summary

City National Bank is seeking a Senior Policy & Procedure Writer to develop, update, and maintain policies, procedures, and training materials for mortgage processes. The role requires translating complex regulatory and operational requirements into clear documentation and collaborating with stakeholders across the organization for compliance and efficiency.

Ideal candidates have 5+ years in mortgage policy writing, strong MS Office skills, and experience with policy management systems.

Qualifications

• Bachelor's Degree or equivalent.
• 5+ years of experience in technical writing, policy writing, or procedure development within the mortgage industry.
• Strong knowledge of mortgage loan origination, servicing, compliance, and regulatory requirements.
• Experience creating training materials and supporting process change initiatives.
• Ability to analyze complex information and translate it into clear, structured documentation.
• Proficiency in Microsoft Office Suite (Word, PowerPoint, Visio) and document management systems.
• Strong communication skills and the ability to work across departments.

Responsibilities

• Develop & Maintain Policies & Procedures: Create, update, and refine mortgage policies, procedures, user guides, and process flows.
• Partner with Department managers and subject Matter experts to ensure documentation reflects requirements and is aligned.
• Maintain an annual review of all mortgage policies and procedures.
• Translate regulatory and operational requirements into concise, user-friendly documentation.
• Ensure documentation aligns with company standards and regulatory requirements.

Skills

Technical writing

Policy writing

Mortgage industry knowledge

MS Office

Communication

Education

Bachelor's degree

Tools

Policy Tech

Learning Management Systems (LMS)

Job description

City National Bank is seeking a Senior Policy & Procedure Writer to develop, update, and maintain policies, procedures, and training materials for mortgage processes. The role requires translating complex regulatory and operational requirements into clear documentation and collaborating with stakeholders across the organization for compliance and efficiency.

Ideal candidates have 5+ years in mortgage policy writing, strong MS Office skills, and experience with policy management systems.