Senior Mortgage Policy & Training Lead

City National Bank; Los Angeles (CA); On-site; USD 111,000 - 190,000; Full time

Benefits offered by this job

Healthcare benefits

Tuition reimbursement

Career development

Time away benefits

Job summary

City National Bank is seeking a Senior Policy & Procedure Writer to develop, update, and maintain policies, procedures, and training materials across mortgage processes. You will translate regulatory changes into clear, user-friendly documentation and work with stakeholders to ensure compliance and efficiency.

Responsibilities include maintaining annual policy reviews, creating training materials, and supporting audits and quality assurance.

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, update, and refine policies, procedures, user guides, and process flows.
• Partner with department managers and SMEs to ensure documentation reflects requirements and complies with standards.
• Maintain an annual review of mortgage policies and procedures.
• Translate complex regulatory and operational requirements into concise, user-friendly documentation.
• Ensure documentation aligns with company standards and regulatory requirements.
• Evaluate regulatory, operational, and system changes for impact on policies and procedures.
• Collaborate with business leaders, compliance, and risk management to update documents.
• Develop training guides, job aids, and reference materials for process implementation.
• Coordinate with operations, compliance, risk, IT, and training to reflect current practices.
• Provide SME support for audits, regulatory reviews, and quality assurance.

Skills

Strong communication skills

Analytical thinking

Stakeholder collaboration

Education

Bachelor's Degree or equivalent

Tools

Microsoft Word

PowerPoint

Visio

Document management systems

Policy Tech

Job description

City National Bank is seeking a Senior Policy & Procedure Writer to develop, update, and maintain policies, procedures, and training materials across mortgage processes. You will translate regulatory changes into clear, user-friendly documentation and work with stakeholders to ensure compliance and efficiency.

Responsibilities include maintaining annual policy reviews, creating training materials, and supporting audits and quality assurance.