Consumer Loan Processing Supervisor

Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California. We are here for our members throughout all their stages of life, offering products and services to help them plan purposefully for their futures and secure our life-long partnership as their trusted financial advocate.

About the role

As part of the Consumer Lending team, the Consumer Loan Processing Supervisor plays a key role in delivering products aimed at improving our members' financial wellbeing. This position involves supervising a team of loan processors to ensure new loan applications are processed and completed according to established policies and procedures. The successful candidate will collaborate internally with Consumer Underwriters, Branches, and the Member Contact Center to meet organizational goals.

Responsibilities

• Manage and review the consumer loan pipeline to ensure applications are processed in a timely manner while following all credit union policies and applicable regulatory guidelines.
• Supervise processors to ensure all requirements of the processing role are completed timely and accurately.
• Train, coach, and develop the team to ensure production and quality metrics are consistently achieved.
• Achieve and maintain department/organizational goals related to quality, production, and member experience.
• Individually work with team members who are performing below established metrics, providing training and tips for success.
• In conjunction with the Consumer Loan Processing Manager, provide goals and career pathing for the team.
• Share best practices with Branch leadership as it relates to offering and providing members with consumer loan products.
• Identify and properly escalate irregularities and inconsistencies as one of the lines of defense in fraud prevention.
• Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union’s policies and procedures.
• Work with the technology team and other subject matter experts to scope, design, and build project requirements for optimal member and team member experience in an agile environment.
• Ensure all policies and procedures are updated and maintained.
• Perform team time management.
• Perform other duties as required.

Requirements

• Must have a High School Diploma or GED.
• Previous consumer or mortgage lending experience preferred but not required.
• Prior leadership experience.
• Prior customer service experience.
• Proficiency in MS Office (Word, Excel, and Outlook).
• Excellent written and verbal communication skills.
• Excellent organizational and time management skills.

Pay

Target base pay: $89,315/year.

Benefits

• Physical Health: Exceptional medical, dental, vision, and life insurance benefits. Onsite fitness center at HQ and rewards for completing wellness-related activities.
• Financial Health: Competitive compensation packages with bonus opportunity, 401(k) with 3% Safe Harbor and 5% employer match, discounts on loan products, and tuition reimbursement.
• Emotional Health: Employee Assistance Program (EAP), PTO for part-time and full-time positions, and paid holidays.
• Personal Development: On-the-job training and skills development, internal transfer opportunities for career growth, volunteer work, and flexible work arrangements available for specific positions.