Lending Operations Improvement Specialist

Rize Credit Union; Irwindale (CA); On-site; USD 39,000 - 48,000; Full time

Job summary

Rize Federal Credit Union is seeking a project coordinator to support DMV processing, funding, and loan servicing initiatives. You will drive efficiency through structured project coordination, reporting, and QA activities, with collaboration across teams to ensure compliance and continuous improvement.

Experience in financial services operations, strong Excel/SmartSheet skills, and the ability to manage multiple priorities are essential for success in this on-site California role.

Qualifications

• Three+ years in operations, project coordination, or quality control within financial services or lending.
• Familiarity with DMV title processing, loan funding, and servicing operations.
• Experience with projection coordination and quality assurance in a financial services environment (Excel, SmartSheet SCRUM).

Responsibilities

• Lead and track cross-functional projects related to DMV processing and loan servicing workflows.
• Maintain project documentation, timelines, and deliverables aligned with business objectives.
• Monitor performance, trends, and provide leadership with data-driven insights.
• Perform quality control checks and audits for compliance and accuracy.
• Develop SOPs and train teams on process changes.
• Collaborate across departments and support change management with training.

Skills

Project coordination

Data analysis

Quality control

Communication skills

Bilingual English/Spanish

Education

GED

Tools

Excel

SmartSheet

Microsoft 365

Lending systems

Job description

Role Summary

This role provides support for strategic initiatives across DMV, Funding, Loan Servicing, and Lending Operations. The position focuses on enhancing operational efficiency through structured project coordination, performance reporting, and quality assurance activities, with particular emphasis on lending-related process improvements. The role does not include direct people management responsibilities but requires regular collaboration with cross-functional teams to ensure consistent execution, compliance, and continuous improvement across lending operations.

Summary

This role provides support for strategic initiatives across DMV, Funding, Loan Servicing, and Lending Operations. The position focuses on enhancing operational efficiency through structured project coordination, performance reporting, and quality assurance activities, with particular emphasis on lending-related process improvements. The role does not include direct people management responsibilities but requires regular collaboration with cross-functional teams to ensure consistent execution, compliance, and continuous improvement across lending operations.

Duties And Responsibilities

Project Management and Coordination

• Lead and track cross-functional projects related to DMV processing, loan funding, and servicing workflows.
• Maintain project documentation, timelines, and deliverables to ensure alignment with business objectives.
• Collaborate with internal stakeholders to gather requirements, define project scope, and monitor progress.

Reporting & Data Analysis

• Maintain operational dashboards and reports to monitor performance and service levels.
• Monitor trends in processing times, error rates, and funding delays to identify areas for improvement.
• Present insights to leadership to support data-driven decisions.

Quality Control & Compliance Monitoring

• Perform quality control checks and audits of DMV documentation, funding packages, and servicing transactions to ensure accuracy, compliance, and service excellence.
• Prepare documentation for internal reviews and regulatory audits in partnership with compliance teams.

Process Improvement & Standardization

• Collaborate with internal teams to evaluate workflows, identify process gaps and inefficiencies, and recommend improvements.
• Support the development and implementation of standard operating procedures (SOPs) for loan servicing and DMV processes.
• Document process changes and ensure clear communication to impacted teams.

Cross-Functional Collaboration

• Act as a liaison between departments to ensure consistent communication and alignment on project goals.
• Assist in creating and maintaining training materials and procedural documentation to support operational consistency.
• Support change management efforts by communicating updates and providing training as needed.

Supervisory Responsibilities

This job has no supervisory responsibilities.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Experience

• Three or more years’ experience in operations, project coordination, or quality control within financial services or lending.
• Familiarity with DMV title processing, loan funding procedures, and loan servicing operations.
• Experience with projection coordination and quality assurance in a financial services environment (e.g., Excel, SmartSheet SCRUM Project Management Methodology).
• Excellent organizational and communication skills.
• Ability to work independently and manage multiple priorities.

Education/Certifications/Licenses

• High school diploma or general education diploma (GED)

Interpersonal Skills

• Excellent communication and interpersonal skills, with the ability to manage escalations and collaborate with cross-functional teams.
• Bilingual (English/Spanish) skills desired.

Computer Skills

• Proficiency in Microsoft 365 products (Outlook, Teams, Word, Excel).
• Proficiency with lending/servicing systems.
• Strong computer skills and ability to quickly gain proficiency in new programs.

Other Skills

• Strong attention to detail, analytical thinking, and organizational skills.
• Ability to work collaboratively across teams without direct authority.
• Ability to properly safeguard confidential information.
• Ability to manage multiple tasks/projects and deadlines simultaneously.

Physical Requirements

• Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs.
• Must be able to operate routine office equipment including telephone, copier, etc.
• Must be able to routinely perform work on a computer for an average of 6-8 hours per day.
• Must be capable of climbing/descending stairs in an emergency.
• Must be able to work extended hours whenever required or requested by management.
• Must be capable of regular, reliable, and timely attendance.
• Must be able to talk and hear.

Working Conditions

Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Mental And/or Emotional Requirements

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising the highest level of discretion on both internal and external confidential matters.

Join Rize Credit Union and help us create a workplace our team can be proud of.

Compensation

The expected pay range for this role at Rize Federal Credit Union is $28.00 - $35/hour. This range is based on candidates living locally in California as this is an on-site role.

Actual compensation is determined by experience, education, skills, internal equity, and other job-related factors.

As part of the hiring process, candidates who receive a contingent offer will undergo a background investigation, which may include employment verification, credit review, criminal records search, Social Security verification, and government registry checks. Candidates must also meet eligibility requirements to be bonded under a fidelity bond.

Rize Federal Credit Union is an Equal Opportunity Employer.