Overview

Reports to: Consumer Lending Compliance Manager

Functions Supervised: Consumer Lending Documentation

Primary Functions: Create and maintain documentation relating to policies, programs, procedures, practices, forms, and general operations for all Consumer Lending departments, including consumer loan origination, servicing, and collection teams.

Duties And Responsibilities

• Responsible for direct supervision of the Consumer Lending Documentation Officer, with a focus on clearly identifying their direction, motivation, training needs, and development.
• Draft and update procedures, practices, forms, and general correspondence for all Consumer Lending departments to comply with Board and regulatory requirements and support efficient and accurate work routines including coordinating, managing, and presenting documentation material to key stakeholders in Consumer Lending business unit documentation meetings.
• Responsible for conducting routine maintenance, updates, and general accountability for the Consumer Lending Team Sites utilizing Microsoft Suite to include Microsoft SharePoint. Label, sort, and categorize documents and content within SharePoint, including managing permissions and archiving documents when appropriate.
• Draft, publish, and distribute department-wide communications. Coordinate with the Retail Financial Services Training & Communications team when appropriate to ensure other teams in the credit union are made aware of relevant changes within Consumer Lending.
• Provide guidance to Senior Lending Staff regarding policies, departmental procedures, and practices.
• Function as department liaison with Enterprise Content, Legal Services, Marketing, and Executive Administration to communicate updates, changes to documentation, and seek guidance, as necessary.
• Assist with conducting, tracking, and managing general research on compliance-related or Consumer Lending-specific issues that are identified through regulatory updates.
• Assist with internal and external audits, as needed.
• Support the administration of the credit union's Records Management Policy as it pertains to Consumer Lending.
• Perform other duties as assigned.