Lending Operations Transformation Specialist — Hybrid

Rize Beyond Banking; Irwindale (CA); Hybrid; USD 39,000 - 48,000; Full time

Benefits offered by this job

Life insurance

Long-term disability insurance

Retirement plan with employer match

Job summary

Rize Federal Credit Union is seeking a Lending Operations Improvement Specialist in Irwindale, CA, offering hybrid work. The role focuses on driving efficiency across DMV processing, funding, and servicing workflows, aligning cross-functional teams to implement process improvements.

The position emphasizes data-driven reporting, quality control, and SOP development, with no direct people management responsibilities. Strong project coordination and analytical skills are essential.

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 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

Quality control

Cross-functional collaboration

Communication

Tools

Excel

SmartSheet

Lending/servicing systems

Job description

Rize Federal Credit Union is seeking a Lending Operations Improvement Specialist in Irwindale, CA, offering hybrid work. The role focuses on driving efficiency across DMV processing, funding, and servicing workflows, aligning cross-functional teams to implement process improvements.

The position emphasizes data-driven reporting, quality control, and SOP development, with no direct people management responsibilities. Strong project coordination and analytical skills are essential.