Policy Administrator

Farmers & Merchants Bank of Central California; Lodi (CA); On-site; USD 34,000 - 39,000; Full time

Job summary

Farmers & Merchants Bank of Central California is seeking an experienced Policy Administrator to coordinate updates to corporate policies, loan policy manuals, and ISP policies, ensuring accuracy and timely dissemination. The role requires strong written communication, excellent organization, and the ability to manage multiple tasks with attention to deadlines.

Candidates should have an AA in business or related field and 3+ years in financial services or policy management, with proficiency in

Qualifications

• Minimum 3+ years’ experience in financial services, lending, or working with policies and procedures.
• Excellent written and verbal communication with bank personnel at all levels.
• Ability to work independently, meet deadlines, be detail oriented, prioritize workflows, and handle multiple tasks concurrently.

Responsibilities

• Maintain and update Corporate PPMs, LPMs and ISP&Ps.
• Maintain annual review list of Regulatory PPMs and ensure charts are current.
• Write and distribute Circulars as requested by policy owners.
• Provide technical assistance regarding Corporate PPMs, LPMs & ISP&P, and Circulars.
• Oversee Compliance ABA and other training records.
• Oversee Compliance retention forms.

Skills

Policy coordination

Written communication

Time management

Independent work

Education

AA in Business or related field

Tools

Word

Excel

Adobe Acrobat

Job description

Employment Status: Full Time Hourly, Non-Exempt – Benefits

Supervises Others: No

Salary: $24.50 - $28.18 (Commensurate with experience and qualifications)

Job Description

F&M Bank of Central Californiais currently seeking an experienced Policy Administrator. The individual in this position is responsible for coordinating updates to the Corporate Policies and Procedure Manuals (PPMs), Loan Policy Manuals (LPMs), and some Information Security Policy and Procedures (ISP&Ps) for the Bank. This position plays a key role for the Bank by working with the policy owners and providing editorial support along with disseminating information regarding policies, procedures, programs and services. This individual must demonstrate strong organizational and written communication skills along with the ability to manage multiple work assignments concurrently in a professional and timely manner.

Qualifications:

• 3+ years’ experience in one of the following areas: financial services, deposit generation, lending, or working with policies and procedures.
• The ability to effectively communicate orally and in writing in a professional and effective manner with bank personnel of all levels.
• Able to establish an effective working relationship with the Bank’s business area leaders.
• Must have the ability to work independently, meet deadlines, be detailed oriented, prioritize workflows, and complete multiple tasks simultaneously and accurately.
• Must have strong organizational skills.
• Must have an above average skill set with Word, Excel and Adobe Professional.
• Minimum of Associates of Arts Degree (AA) in business or related experience.

Duties:

• Maintain and update Corporate PPMs, LPMs and ISP&Ps:
• Annual Board Policy charts are maintained to monitor all PPM and LPM review and revision dates
• PPMs, LPMs and ISP&Ps are grouped by assigned executive officers and individual charts are reviewed annually and maintained
• Maintain annual review list of Regulatory PPMs
• Write and distribute Circulars, as requested
• Provide technical assistance regarding:
• Corporate PPMs, LPMs & ISP&P
• Circulars
• Other duties as assigned by the Chief Compliance Officer / Compliance Manager, such as
• Oversight of Compliance ABA and other training records
• Oversight of Compliance retention forms

F&M Bank

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