Process Development & Training Lead
About this role
- Develop & Maintain Policies & Procedures:
- Create, update, and refine mortgage
- Partner with Department managers and subject Matter experts to ensure that policies, procedures, user guides, and process flows accurately reflect the requirements and all documentation is aligned
- Maintain an annual review of all mortgage policies and procedures.
- Translate complex regulatory and operational requirements into concise, user
- Ensure all documentation aligns with company standards and regulatory requirements.
- Impact Assessment & Process Updates:
- Evaluate new regulatory, operational, and system changes to identify their impact on existing policies and procedures.
- Work with business leaders, compliance, and risk management teams to ensure accurate and timely updates.
- Training Material Development:
- Develop training guides, job aids, and reference materials to support process implementation.
- Collaborate with training teams to ensure consistent and effective knowledge transfer across the organization.
- Stakeholder Collaboration & Compliance Support:
- Partner with operations, compliance, risk, IT, and training teams to ensure documentation reflects current business practices.
- Provide subject matter expertise to support audits, regulatory reviews, and internal quality assurance efforts.
- 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
- Experience working in compliance, risk, or operational process improvement roles within a mortgage or financial services company.
- Familiarity with learning management systems (LMS) or other training development tools.
- Experience with policy and procedure management systems, such as Policy Tech.
- 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
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.
Company at a glance
City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $93 billion in assets as of July 31, 2025. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $106 billion in client investment assets. City National is dedicated to strengthening communities, and in 2024 alone, the company made charitable contributions of nearly $10 million in charitable contributions to nonprofits that support the communities it serves.
*City National Bank does business in Miami and the state of Florida as CN Bank.
Top Benefits
- Medical plan
- Dental plan
- Vision plan
- 401(k) company matching contribution
- Tuition reimbursement
- Vacation time
- Sick time
- Volunteer time
- Fertility benefits
- Cancer support
- Diabetes support
- Musculoskeletal support
Tired of cold applications?
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Know someone who'd be great for this?