Policy & Compliance Coordinator

Farmers-and-Merchants-Bank-of-Central-California-1; Lodi (CA); On-site; USD 33,000 - 39,000; Full time

Job summary

F&M Bank of Central California is seeking a Policy Administrator to coordinate updates to policy manuals and related documents. The role involves editorial support, disseminating information on policies and procedures, and working with policy owners to ensure timely updates.

The ideal candidate has 3+ years in financial services or policy work, strong communication skills, and proficiency in Word, Excel and Adobe Professional. This is a full-time, non-exempt position in Lodi, CA.

Qualifications

• 3+ years’ experience in financial services, deposits, lending, or policy work.
• Strong written communication with bank personnel at all levels.
• Able to work independently, meet deadlines, and manage multiple tasks.
• Proficient with Word, Excel and Adobe Professional.

Responsibilities

• Maintain and update Corporate PPMs, LPMs and ISP&Ps.
• Maintain annual board policy charts and review dates.
• Group PPMs/LPMs by executives and maintain charts.
• Maintain annual regulatory PPM reviews.
• Write and distribute circulars as requested.
• Provide technical assistance on PPMs, LPMs and ISP&Ps.
• Oversee training records and retention forms.

Skills

Written communication

Organizational skills

Word processing

Excel

Adobe Acrobat/Adobe Professional

Education

AA in business or related field

Job description

F&M Bank of Central California is seeking a Policy Administrator to coordinate updates to policy manuals and related documents. The role involves editorial support, disseminating information on policies and procedures, and working with policy owners to ensure timely updates.

The ideal candidate has 3+ years in financial services or policy work, strong communication skills, and proficiency in Word, Excel and Adobe Professional. This is a full-time, non-exempt position in Lodi, CA.