Mortgage Policy & Process Lead - Training & Compliance

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

Benefits offered by this job

Healthcare coverage

401(k) matching

Tuition Reimbursement

Paid time off

Fertility benefits

Career development

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. You will translate regulatory and operational changes into clear documentation and work with stakeholders to ensure compliance and consistency.

The role requires strong technical writing, ability to assess regulatory shifts, and collaboration with risk, compliance, and business units to deliver accurate process materials and

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 documentation and ensure alignment with requirements.
• Partner with department managers and SMEs to reflect requirements in all documentation.
• Maintain an annual review of all mortgage policies and procedures.

Skills

Technical writing

Policy writing

Training development

Communication

Microsoft Office

Education

Bachelor’s degree or equivalent

Tools

Policy Tech

Learning Management System (LMS)

Microsoft Word

PowerPoint

Visio

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. You will translate regulatory and operational changes into clear documentation and work with stakeholders to ensure compliance and consistency.

The role requires strong technical writing, ability to assess regulatory shifts, and collaboration with risk, compliance, and business units to deliver accurate process materials and