Policy Administrator

F&M Bank; Lodi (CA); On-site; USD 34,000 - 39,000; Full time

Job summary

F&M Bank is currently seeking an experienced Policy Administrator in Lodi, CA to coordinate updates to corporate policies and procedure manuals and related ISP/PPM/LPM documents. The role requires strong organizational and written communication skills and the ability to manage multiple tasks with deadlines.

The successful candidate will work with policy owners across departments, provide editorial support, and disseminate information regarding policies, procedures, programs and services.

Qualifications

• 3+ years’ experience in financial services, policy management, or related areas.
• Strong written and oral communication with bank personnel at all levels.
• Ability to work independently, meet deadlines, and manage multiple tasks.

Responsibilities

• Maintain and update Corporate PPMs, LPMs and ISP&Ps.
• Maintain annual review list of Regulatory PPMs.
• Write and distribute Circulars as requested.
• Provide technical assistance regarding Corporate PPMs, LPMs and ISP&P.
• Oversee training records and retention forms as assigned by Compliance leadership.

Skills

Policy coordination

Written communication

Time management

Organizational skills

Attention to detail

Independent worker

Stakeholder communication

Education

Associate of Arts Degree (AA) in business or related field

Tools

Word

Excel

Adobe Acrobat Pro

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Policy Administrator

Full Time Equivalent Staff Lodi, CA, US

3 days ago Requisition ID: 1059

Salary Range: $24.50 To $28.18 Hourly

Policy Administrator

Department: Compliance

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 California is 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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