Supervisor, TLC Loan Processing

Description

At Allegacy, there’s a common thread that runs through all of us. It’s our commitment to doing right and our promise to members to always do the right thing for their wellbeing. Every employee in our organization is accountable to living out our brand in meaningful ways as our promise motivates our beliefs, our behaviors, and the benefits we share together. To achieve this goal the employee must provide outstanding service to both internal and external members. In addition, this individual must possess the ability to effectively match credit union products and services to the specific needs of the member. A key component of this job will involve leading retail loan processing staff to a better understanding of proper lending processing and procedures that will improve corporate efficiency levels and the member experience.

Nature and Scope

This position reports directly to the AVP, Lending Development and Delivery. This position will supervise and oversee the daily operations of the TLC Loan Processors ensuring all tasks are completed within set service level agreements. This position is responsible for individualized coaching and training TLC Loan Processors. In addition, this position works closely with the Interviewers, Underwriters, financial center staff and other departments and must be able to communicate effectively. The results are developing a good member/credit union relationship, increasing credit union assets, completing sound loan files. This position involves the individual being able to multi-task and exhibit effective leadership in several different functional areas of The Lending Center. This person will need to maintain a solid working knowledge of lending policies and procedures in order to lead both TLC Processors and financial center lending staff to greater levels of workflow consistency and efficiency. This person will also be responsible for the analysis, breakdown and refinement of the lending processes and workflows in order to reveal barriers to peak efficiency and profitability.

Specific Accountabilities

• 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 to review previous performance, set goals for performance and develop plans to improve employee’s performance.
• Responsible for exceptional member service to every member, every time by ensuring employees deliver consistently high quality service to both internal and external member that is in alignment with our Brand Culture.
• Ensure that the employees meet sales and/or service goals as established by the credit union.
• Demonstrate enthusiastic support of corporate mission, core values and long-term objectives. Performs job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards and our work procedures.
• Must possess effective knowledge of the credit union’s products and services.
• Oversee and ensure that loan processing is completed on a timely basis, and are consistent with AFCU policies and procedures.
• Lead within a team based environment with the other members in the lending area in order to ensure that all processes with the workflow are properly and timely executed in order to meet the business need.
• Collaborate with other departments throughout the credit union to grow membership and increase community awareness of AFCU.
• Serve as the main information source for the training department in order to keep training manuals current.
• Additional duties as assigned by management in order to meet the business needs.
• Deliver outstanding service to both internal and external service that meets or exceeds our Service Promises.
• Completion of all required compliance training to include BSA.
• Meet or exceed established sales and service goals.
• Assist with processing consumer loans, including real estate secured loans during higher volume
• Additional leadership/mentoring duties as assigned by Lending Center management.
  
  

Requirements

Education and Experience

• Undergraduate degree in business or related degree preferred.
• Five years of related consumer lending experience with a comparable (asset size) financial institution.
• Two or more years of consumer loan processing experience preferred.
• Specific training and knowledge associated with credit union lending concepts, procedures and documentation