Records Control Assistant Manager

We request that an application is completed to help us make the best possible placement. You should complete all portions of this application that pertain to you. We appreciate the time you spend in completing this form.

If offered employment and accepted, you are required by law to show proof of eligibility to work in the USA.

If offered employment and accepted, you are required by law to show you are 18 years of age or over.

Erie Federal Credit Union is an Equal Opportunity Employer.

GENERAL SUMMARY

Responsible for performing quality assurance reviews of new loan bookings, renewals, modifications and loan maintenance for both the consumer and mortgage loan portfolio. Those reviews include research and review to ensure all aspects of the loan are correct on the loan system and compliant with documented procedures. The assistant manager will support and oversee Records Department in Records Control Managers absence.

ESSENTIAL FUNCTIONS

1. Oversees day to day operations of Quality Control, Collateral and Records department in Records Control Manager's absence.
2. Assist Records Control manager in ensuring staff has necessary skills and resources to adequately perform duties by creating and updating training curriculum as well as creating new department resources as needed.
3. Performs detailed quality assurance reviews of new loan bookings, renewals and loan maintenance to ensure loan system is correct and in compliance with loan documents and procedures.
4. Performs detailed quality control reviews of underwriting quality and decision making on all applications.
5. Report quality assurance and control findings, trends and root causes to management monthly.
6. Work with Records Control manager on areas of improvement within policy/procedure based on loan officer errors and questions.
7. Reviews First Heritage, Pennvest and in-house mortgage loans for accuracy and adherence with all policies, procedures and federal regulations.
8. Monitors HDMA for completeness and updates geo-coding during audit process.
9. Validates, approves and completes correction documents for managers.
10. Reviews, approves and completes document deletion requests.
11. Independently resolve issues found by working with appropriate co-workers to make needed corrections.
12. Monitors, reviews and reports on new loan officer progress.
13. Train and monitor new Lending Quality Control Specialists, Collateral/Insurance Lending Specialists, Records and Lending Records Specialists.
14. Participates in special projects, process improvement initiatives, regulatory examinations, and internal audit assignments.
15. Maintain current knowledge of all Credit Union policies and procedures, including compliance with federal laws and regulations as set forth by the NCUA and other regulatory agencies.

NOTE: The list of essential functions is not exhaustive. It may be supplemented as necessary.

JOB SPECIFICATIONS

1. Requires professional, well developed interpersonal skills for communicating with members, vendors and co-workers.

2. Requires completion of high school education.

3. Requires two year of experience in a financial institution or quality control/audit/compliance position, preferably in a Lending role.

4. Requires knowledge regarding applicable federal and state lending laws and regulations.

5. Must have excellent organization skills; be detail oriented, accurate and self- motivated.

6. Proven ability to solve complex issues, ability to work independently and complete assigned tasks with minimal supervision while providing timely reporting on outstanding issues.

7. Intermediate mathematical skills required.

8. Requires PC proficiency and knowledge of Office Suite.

PHYSICAL REQUIREMENTS

Sitting = Continuous Crawling = Occasional

Standing = Frequent Climbing = Occasional

Walking = Frequent Balancing = Occasional

Driving an automobile = Never Reaching Overhead = Occasional

Lifting/Carrying = Occasional Reaching Forward = Occasional

Amount of Weight = 15-25 lbs. Kneeling = Occasional

Squatting = Occasional Push/Pull = Occasional

Bending = Occasional Twisting = Occasional

DISCLAIMER

The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.