Policy & Compliance Coordinator

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

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.