Secondary Marketing Quality and Delivery Leader

City National Bank • Helena, MT • 22h ago

SECONDARY MARKETING QUALITY AND DELIVERY LEADER

WHAT IS THE OPPORTUNITY?

Responsible for building and leading Secondary Marketing's pre-delivery QC and collateral management processes. Provides mentorship and guidance to less experienced back-office personnel. Team player with the ability to drive both speed and integrity of all delivery activities. This role serves as a liaison between loan production and secondary marketing. Responsible for developing and overseeing processes safeguarding data integrity, documentation completeness, and operational readiness for loan sales.

WHAT WILL YOU DO?

Develop, implement and maintain a standardized pre-delivery audit process to confirm loans are complete, accurate, and compliant prior to sale.

Partner with operations and production teams to resolve discrepancies and document exceptions prior to investor delivery.

Create and monitor readiness dashboards and exception reports to track audit completion and defect trends

Coordinate with Front & Middle Office as appropriate to reconcile delivered vs committed positions and address any pricing or pooling exceptions.

Design and implement a formal collateral management process, including intake, document tracking, exception resolution and delivery.

Support ongoing automation, data quality initiatives, and system enhancements impacting delivery or custodial functions.

Provide feedback and training to staff to strengthen operational accuracy and efficiency.

WHAT DO YOU NEED TO SUCCEED

Required Qualifications

Bachelor's Degree or equivalent

10-15 years broad based residential mortgage origination, delivery, operations, risk and underwriting competencies.

Additional Qualifications

Residential Mortgage within an OCC/FDIC/Federal Reserve/CFPB US Bank.

WHAT'S IN IT FOR YOU?

Compensation

Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

Benefits and Perks

At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:

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 https://careers.cnb.com/benefits.

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 https://www.cnb.com/about-us.html.

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.

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