Branch Operations Analyst

Description

The Branch Operations Analyst will be responsible for monitoring, evaluating and ensuring the accuracy and quality of loan documentation, share documentation, and operational processes. They will also work in collaboration with other department to ensure our quality standards and regulatory requirements are met. They will collect and analyze data, identify areas for improvement, and communicate findings to improve and/or maintain operational efficiencies. This role will be responsible for assisting with various testing, validations, process improvements, and assist with monitoring the implementation of new processes as assigned.

Position Responsibilities:

• Conduct reviews of a given sample size of new loan documents and share documents, reviewing for accuracy, compliance with credit standards, report finds for corrections, and monitor for corrections. 
• Complete reviews membership changes monitoring for compliance with required documentation looking for discrepancies, errors, or signs of internal fraud. Report findings for corrections and monitor for corrections.
• Identify opportunities for improving internal processes, workflows, and service delivery to enhance efficiency, accuracy, and member satisfaction.
• Resolves or refers questions and requests promptly and courteously.
• Stay informed of regulatory changes, policy and procedural changes and adapt review process to meet the needs of the Credit Union
• Maintains and projects the Credit Union's professional reputation.
• Maintains confidentiality.
• Provide coaching and guidance to team members to address any identified gaps or deficiencies in performance or adherence to policies.
• Answers questions and resolves problems as appropriate.
• Assists all internal departments as assigned with Quality Control task as assigned
• Recommend and assist with the development of process improvements and enhancements to increase operational efficiency.
• Keeps management informed of any significant concerns and present suggestions for improvements.
• Attends and participates in meetings as required.
• Proof reads and reviews critical documentation for product and information accuracy.
• Completes other duties as assigned, including cross training in current or other departments.

Requirements

• Associate degree or Five years minimum of financial services experience in a similar role
• Advanced Knowledge of Excel and Microsoft Office Suites
• Symitar knowledge – preferred but not required

Knowledge, Skills, and Abilities

• Familiarity with Credit Union products and processes.
• Well organized with strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Attention to detail with the ability to identify discrepancies or issues in complex data.
• Ability to work independently and in a team environment, demonstrating initiative and accountability.
• Able to apply all computer related applications.

Physical Demands and Work Environment

• This role is hybrid and may require travel to branch locations
• Stationary work, often requiring standing or sitting for prolonged periods
• Operate standard office equipment and keyboards
• Visually recognize, reconcile, and verify numerical details for accuracy
• Repeating motions that may include the wrists, hands and/or fingers
• Must be able to access and navigate facility with reasonable accommodations
• Lift and carry small parcels, packages and other items

Additional Notes

• Candidates being considered for employment with Resource One must successfully complete a credit check, background check and drug screen.
• This Job Description is not a complete statement of all duties, responsibilities and physical demands comprising this position.

Salary : $21 - $22