Mortgage Support Specialist II- Project Review

City National Bank; Phoenix (AZ); On-site; USD 51,000 - 76,000; Full time

Benefits offered by this job

Comprehensive healthcare coverage

Generous 401(k) company matching

Tuition Reimbursement and training

Time Away benefits

Fertility benefits and family support

Career Mobility support

Colleague Resource Groups

Job summary

City National Bank is seeking a Mortgage Support Specialist II to review condo project documentation and determine eligibility for FHA, VA, and Conventional financing. The role involves ensuring files are complete and ready for underwriting, while coordinating with loan officers and internal teams.

Responsibilities include analyzing documents, assessing regulatory and lender requirements, and initiating third-party orders to support accurate decisions and timely processing.

Qualifications

• H.S. Diploma is required.
• Minimum 2 years of mortgage experience.
• Minimum 2 years of administrative/office clerk experience.
• Strong problem solving and attention to detail.
• Excellent written and verbal communication skills.
• Proficient PC skills including Microsoft Office and Loan Origination systems.

Responsibilities

• Analyze condo project documents.
• Assess condo projects against lender and agency requirements (Fannie Mae, Freddie Mac, FHA, VA).
• Obtain project approvals for condo and co-op projects.
• Coordinate with loan officers and internal teams for information or clarification.
• Ensure timely processing and adherence to SLAs.
• Handle conditions/documents and initiate third-party orders.

Skills

Mortgage experience

Administrative experience

Attention to detail

Communication skills

Organizational skills

Proficient PC skills

Education

High School Diploma

Tools

Microsoft Office

Loan Origination Systems

Job description

MORTGAGE SUPPORT SPECIALIST II- Project Review

WHAT IS THE OPPORTUNITY?

The Mortgage Support Specialist II is responsible for analyzing condo project documentation by reviewing various documents like Homeowners Association (HOA) questionnaires, master insurance policies, appraisals, budgets, bylaws, and other legal documents to determine a project's eligibility for different types of financing (FHA, VA, Conventional). The Mortgage Support Specialist II is also responsible for ensuring files are complete with all applicable documentation required for a decision to be rendered prior to underwriting.

WHAT WILL YOU DO?

• Analyze condo project docs.
• Assess if a condominium project meets the requirements of relevant agencies and lenders, including Fannie Mae, Freddie Mac, FHA, VA, and others, considering factors like financial viability, occupancy rates, and potential risks.
• Obtain project approval for various condo and co-op projects.
• 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 elevate 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.
• Receives and uploads conditions/documents pertaining to loans.
• Initiates third party orders such as but not limited to appraisal, title, flood, insurance, credit, verifications of employment, etc.
• Ensure hazard and flood policies are acceptable and meet City National Bank’s requirements.
• Review and clear conditions within authority.
• Perform routine data entry and validation tasks.
• Other duties as/or assigned by management.

WHAT DO YOU NEED TO SUCCEED?

Required Qualifications*

• H.S. Diploma
• Minimum 2 years of recent mortgage experience.
• Minimum 2 years of administrative/office clerk experience.

Additional Qualifications

• Ability to identify and resolve problems in a timely manner.
• Strong attention to detail and accuracy.
• Ability to maintain high levels of performance, especially in stressful situations.
• Excellent written and verbal skills.
• Excellent organizational skills.
• Proficient PC skills, including Microsoft Office and Loan Origination systems.

WHAT'S IN IT FOR YOU?

Compensation

Starting base salary: $24.46 - $36.69 per hour. Exact compensation may vary based on skills, experience, and location.

Benefits and Perks

• 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.

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