Job Description

Job Description

Job Description

PURPOSE: The primary purpose of this position is to develop a highly effective team of employees and developing each employee to their highest potential through coaching and leadership. The position is responsible for ensuring that outstanding service is delivered to both internal and external members.

In addition, the Quality Assurance Manager position exists to direct the credit union’s quality control program minimizing risk of loss through the analysis and review of the quality of the account and loan documentation and review of other assigned reports which have been identified as areas of risk. The position is responsible for keeping management informed of potential losses, trends and compliance problems in each of these areas.

CULTURAL EXPECTATIONS:

• Adheres to Financial Center’s Policy and Procedures
• Acts as a role model within and outside Financial Center
• Maintains a positive and respectful attitude
• Communicates regularly with supervisor about department issues
• Demonstrates flexible and efficient time management and ability to prioritize workload
• Consistently reports to work on time prepared to perform duties of position
• Meets Department productivity standards
• Demonstrate enthusiastic support of corporate mission, core values and long term objectives.
• Performs daily assignments independently
• Resolves questions or problems on the basis of past precedent and interpretation of policy and procedural guidelines.
• Work is reviewed for adherence to policies and procedures.

ESSENTIAL DUTIES:

• Develop each employee to their highest potential by identifying their areas for improvement and appropriately coaching, training or correcting the employees’ performance.
• Recognize employees who perform at a high level.
• Hold employees accountable for their performance, attitude and behavior.
• Meet with each employee monthly to review previous month’s performance, set goals for upcoming month’s performance and develop plans to improve employee’s performance.
• Train and supervise staff. Assign, direct, coordinate and review work performed by staff.
• To maintain a professional, courteous, and friendly atmosphere for members and co-worker.
• Manages the credit union’s quality assurance reviews of new loans, including:
  1. Administering the credit union’s quality assurance software
  2. Selecting loans to evaluate for documentation review according to predetermined factors, such as geographical location, type, and amount of loan;
  3. Evaluating information to determine whether lending officers have acted within guidelines of lending authority, if loan is in compliance with banking regulations, and if required documents have been obtained;
  4. Identifying problem loans and describes deficiencies; writes summary of analysis and reasons for assigning adverse reviews; presents loan review information and report to management
  5. Utilizing information as a basis for training and development for the loan staff.
• Manages the credit union’s quality assurance review of new accounts, including:
  1. Administering the credit union’s quality assurance software;
  2. Selecting new accounts to evaluate for documentation review according to predetermined factors;
  3. Ensuring completion of reviews of new account(s) opened at the credit union;
  4. Evaluating information to determine whether staff have followed procedures for setting up deposit accounts in compliance with banking regulations and credit union procedures;
  5. Utilizing information as a basis for training and development for staff.
• Oversees completion of other review functions / review of reports as identified by management to ensure protection of member assets.

REQUIRED BACKGROUND:

• High School education or equivalent
• 1-3 years of similar or related experience in Quality Assurance.
• Experience in all aspects of lending including real estate, commercial, and consumer, preferred.
• Experience in compliance related to financial institutions, preferred.
• Experience in training and effectively sharing information with groups of staff, preferred.
• Must possess strong analytical and technical writing skills.
• Proficiency in the use of Microsoft Office products: Word, Excel, PowerPoint and Access.
• Previous supervisory experience preferred.
• Must have the ability to effectively work with a variety of personalities, backgrounds and experience levels.
• Must use tact and diplomacy to ensure ongoing successful relationships. Will interact with multiple departments.

WORK ENVIRONMENT: The work requires physical mobility within the general work environment, continual communication with members, repetitive tasks and a high level of attention to security. The work is performed in a general office environment. Once initial training is completed, this job is eligible for a hybrid of work from home and onsite.

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