Consumer Loan Processing Supervisor

Patelco Credit Union; Dublin (CA); On-site; USD 76,000 - 103,000; Full time

Benefits offered by this job

Medical, Dental, Vision insurance

401(k) with 3% Safe Harbor and 5% em­-

Paid time off and holidays

Job summary

Patelco Credit Union is seeking a Consumer Loan Processing Supervisor to lead a team of loan processors, ensuring applications are completed per policies and regulations. The role collaborates with Consumer Underwriters, Branches and the Member Contact Center to meet goals while maintaining integrity and strong member service in a positive environment.

The candidate should have leadership experience, strong communication, and a focus on quality, production, and customer experience.

Qualifications

• Must have HS Diploma/GED.
• Previous consumer or mortgage lending experience preferred but not required.
• Prior Leadership experience.
• Prior customer service experience.
• MS Office proficiency (Word, Excel, and Outlook).
• Excellent written and verbal communication skills.
• Excellent organizational and time management skills.

Responsibilities

• Manage and review the consumer loan pipeline to ensure applications are processed in a timely manner while following all credit union policies and applicable regulatory guidelines.
• Supervise processors to ensure all requirements of the processing role are being completed timely and accurately.
• Train, coach and develop team to ensure production and quality metrics are consistently achieved.
• Achieve and maintain department/organizational goals related to quality, production, and member experience.
• Individually work with team members who are performing below established metrics, providing training and tips for success.
• In conjunction with the Consumer Loan Processing Manager provide goals and career pathing for team.
• Share best practices with Branch leadership as it relates to offering and providing members with consumer loan products.
• Identify and properly escalate irregularities and inconsistencies as one of the lines of defense in fraud prevention.
• Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union’s policies and procedures.
• Work with technology team and other subject matter experts to get project requirements well scoped, designed and built for optimal member and team member experience in an agile environment.
• Ensure all policies and procedures are updated and maintained.
• Team time management.
• Perform other duties as required

Skills

Leadership

Customer Service

Time Management

Team Collaboration

Education

HS Diploma/GED

Tools

MS Office (Word, Excel, Outlook)

Job description

About Patelco Credit Union

Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California.

Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California.
We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members.
We believe that work should be rewarding, challenging, and enjoyable. We’re dedicated to creating a positive and supportive culture where our team members can thrive. If you’re looking to use your skills and knowledge to make a difference in our members’ lives, Patelco could be the perfect fit for you.

Overview

As part of the Consumer Lending team the Consumer Loan Processing Supervisor plays a key role in delivering our members products aimed at improving their financial wellbeing. Responsibilities include supervising a team of loan processors to ensure new loan applications are processed and completed according to establish policies and procedures. This person will collaborate internally with the Consumer Underwriters, Branches, and the Member Contact Center to ensure organizational goals are being met. The successful candidate must display a high level of integrity, communication, initiative, leadership, and problem resolution skills. This person must have strong time management, consistent and clear communication while providing excellent member service in a positive working environment.

Responsibilities

• Manage and review the consumer loan pipeline to ensure applications are processed in a timely manner while following all credit union policies and applicable regulatory guidelines
• Supervise processors to ensure all requirements of the processing role are being completed timely and accurately.
• Train, coach and develop team to ensure production and quality metrics are consistently achieved
• Achieve and maintain department/organizational goals related to quality, production, and member experience
• Individually work with team members who are performing below established metrics, providing training and tips for success
• In conjunction with the Consumer Loan Processing Manager provide goals and career pathing for team
• Share best practices with Branch leadership as it relates to offering and providing members with consumer loan products
• Identify and properly escalate irregularities and inconsistencies as one of the lines of defense in fraud prevention
• Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union’s policies and procedures
• Work with technology team and other subject matter experts to get project requirements well scoped, designed and built for optimal member and team member experience in an agile environment.
• Ensure all policies and procedures are updated and maintained
• Team time management
• Perform other duties as required

Qualifications

• Must have HS Diploma/GED
• Previous consumer or mortgage lending experience preferred but not required
• Prior Leadership experience
• Prior customer service experience
• MS Office proficiency (Word, Excel, and Outlook)
• Excellent written and verbal communication skills.
• Excellent organizational and time management skills.

Target Base Pay

$89,315/yearly

Compensation At Patelco

Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a Short-Term Incentive (STI) program for all regular positions and a wide range of medical, dental, vision, financial, and other benefits.

We Offer

Physical Health:

• Exceptional Medical, Dental, Vision, and Life Insurance benefits
• Onsite fitness center at HQ and rewards for completing wellness related activities

Financial Health:

• Competitive compensation packages with bonus opportunity
• 401(k) with 3% Safe Harbor and 5% employer match
• Discounts on loan products
• Tuition reimbursement

Emotional Health:

• Employee Assistance Program (EAP)
• PTO for part-time and full-time positions
• Paid holidays

Personal Development:

• On-the-job training and skills development
• Internal transfer opportunities for career growth
• Volunteer work

Flexible work arrangements available for specific positions

Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans