Lending Operations Optimization Specialist

Rize CU; Irwindale (CA); Hybrid; USD 58,000 - 73,000; Full time

Job summary

Rize Credit Union in Irwindale, CA is seeking a Lending Operations Improvement Specialist to support DMV processing, funding, and loan servicing initiatives. The role focuses on coordinating projects, maintaining dashboards, and ensuring quality and compliance across lending operations.

You will collaborate with cross-functional teams to define requirements, monitor progress, and implement SOPs for loan servicing and DMV processes, with no direct supervision but strong attention to detail and

Qualifications

• 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.

Responsibilities

• 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.
• 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.
• 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.
• 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.
• 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.

Skills

Project coordination

Data analysis

Communication

Organizational skills

Attention to detail

Tools

Microsoft 365

Lending/servicing systems

SmartSheet

Job description

Rize Credit Union in Irwindale, CA is seeking a Lending Operations Improvement Specialist to support DMV processing, funding, and loan servicing initiatives. The role focuses on coordinating projects, maintaining dashboards, and ensuring quality and compliance across lending operations.

You will collaborate with cross-functional teams to define requirements, monitor progress, and implement SOPs for loan servicing and DMV processes, with no direct supervision but strong attention to detail and