Sr Lending Resources Specialist

SECU

3d • Onsite

About The Position

Provide a lead role interpretation of loan policies, development and delivery of training materials, and all other new or modified lending program material at the credit union. Provide support to the Lending Resources Manager and Vice President, as needed to continuously improve the lending training process.

Requirements

• Associates Degree
• 2-5 years of Credit Union experience or 2-5 years in consumer lending and real estate lending
• Exposure to formal classroom/ virtual instruction and facilitation
• Proficient in MS Office suite, including Microsoft Word, Excel, and Power Point, Adobe Pro, Snagit
• Fluent in English, expert communication in verbal and written language
• Analytical thinking skills with the ability to conduct research and interpretation on own
• Successfully completed, or the ability to successfully complete the Credit Union’s Lending Certification Exam within 90 days of hire
• Willingness to travel occasionally

Nice To Haves

• Additional 5 years of relevant experience can be considered in lieu of degree
• Bachelor's Degree in Business Administration, Marketing, Education, Finance or Accounting
• 2-5 Years Desired Relevant Experience
• Technical Writing Certification
• Experience with Federal Lending Regulations
• Participation in delivery of a formal educational program

Responsibilities

• Collaborate with Subject Matter Experts (SME) to interpret policies to plan and design an accurate curriculum and documentation, including online learning courses.
• Lead creation of dynamic instructional materials to help lending staff, including procedural resources and course content; in-person, virtual, verbally recorded or written formats, from conception to production. Facilitate instructor led training, in-person or and virtual instruction to reinforce content to increase employee efficiency related to consumer and real estate lending.
• Receive incoming calls from lending staff with questions about policies and procedures. Reinforce training during calls to increase lending staff’s efficiency related to using resources to make consistent lending decisions and follow consistent procedures throughout the credit union. Create tools that will assist branch staff with consumer and mortgage loans.
• Participate in Loan Administration project meetings and assist other departments with documentation of policy and procedural changes as needed. Coordination of announcements and rollouts of changes to lending materials for all Credit Union employees.
• Assess the training, as necessary, and evaluate the different delivery channels available when establishing new loan procedures, programs, products and systems.
• Oversee lending interest rate changes and lending content changes for Credit Union websites. Write memos and articles for member facing publications. Update all Lending manuals when necessary changes are needed. Partner with SMEs across the organization to enhance all lending related content.

Benefits

• equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree