Loan Processing Lead – Consumer Lending

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

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.