PURPOSE: Manage the day-to-day operation of the designated branch. Involved in sales of all Credit Union products and services to the Credit Union membership. Manage and promote existing business while generating new business growth and relationships. Serve on the Business Continuity Plan Management Team in the role of Departmental Leader.

RESPONSIBILITIES AND DUTIES
 Interview members and process loan applications (gather data, credit report, validate employment, review collateral information, approve, deny and close loan)
 Open new accounts and cross-sell additional products to members
 Assist in resolving any delinquencies and collection issues
 Generate and maintain relationship with all members
 Supervise and develop work practices of all employees in designated branch
 Communicate with all back-office departments of the Credit Union
 Properly train employees to be educated about credit union products, services, policies & procedures
 Evaluate employees for promotion through performance evaluations
 Attend Managers meetings and training
 Resolve physical branch problems
 Approve checks for deposit and new accounts
 Reconcile & approve employee time cards and vacation requests
 Conduct staff meetings regularly to keep employees informed of credit union updates or changes
 Assist Account Services Representative with necessary reports and tracking when needed
 Delegate & approve supply order for branch
 Maintain safe deposit boxes if applicable

EDUCATION AND EXPERIENCE
 Minimum of 2 years of college
 Expert in use of Episys and Synapsys
 Knowledgeable on use of Loans PQ & Xpress Accounts
 5-6 years credit union, customer service, lending and management experience
 Extensive loan sales training or experience

REGISTRATIONS
This position requires registration as a Mortgage Loan Officer (MLO) with the Nationwide Mortgage Lending System (NMLS) and registry on an annual basis in addition to maintaining updates as needed. Must be registered and approved by the NMLS registry within sixty days of hire date. Failure to register or maintain a current registry, or any criminal activity that would bar continued participation as a MLO may result in disciplinary action, up to and including termination of employment.