Financial Center QA & Compliance Specialist

EECU; Fort Worth (TX); On-site; USD 42,000 - 62,000; Full time

Job summary

EECU Community Credit Union in Fort Worth, TX is hiring a Financial Center Quality Improvement Representative to partner with frontline staff, ensure policy adherence, and uphold service excellence.

You will conduct quality reviews of new account and loan documentation, monitor risk and compliance, mentor staff, and support members with high-quality service. This role emphasizes collaboration and coaching while meeting federal and state regulations.

Qualifications

• 2–3 years of financial institution experience with knowledge of branch operations and financial platform systems.
• Strong attention to detail with experience in process improvement and mentoring.
• Excellent communication and coaching skills.

Responsibilities

• Partner with Financial Centers: support frontline staff and leadership in maintaining high standards of service, policy adherence, and operational accuracy.
• Perform Quality Reviews: conduct thorough reviews of new account and loan documentation to ensure accuracy, completeness, and compliance with credit union policies and regulations.
• Monitor Risk and Compliance: identify potential risks and gaps through audits, observations, reviews. Escalate findings appropriately to reduce exposure and support continuous improvement.
• Provide Exceptional Internal Support: act as a service champion for our internal teams by answering questions, responding to calls, and offering guidance.
• Support Our Members: serve as an additional resource to assist with member-related inquiries or needs, ensuring a smooth and high-quality experience.
• Mentor and Train: reinforce quality expectations, mentor financial center employees, and follow up to ensure procedures are understood and followed.
• Collaborate Across Teams: partner with retail leadership and training to ensure alignment on quality standards, procedures, and expectations.
• Product Knowledge Support: serve as a backup for IRA/HSA processing and complete the necessary product certifications.

Skills

Attention to detail

Communication skills

Coaching

Relationship-building

Data analysis

Education

High school diploma

Tools

Financial platform systems

Job description

EECU Community Credit Union in Fort Worth, TX is hiring a Financial Center Quality Improvement Representative to partner with frontline staff, ensure policy adherence, and uphold service excellence.

You will conduct quality reviews of new account and loan documentation, monitor risk and compliance, mentor staff, and support members with high-quality service. This role emphasizes collaboration and coaching while meeting federal and state regulations.