Risk Management Specialist

4 weeks ago


Lomita, United States South Bay Credit Union Full time
Job DescriptionJob Description

Position Summary

The Risk Management Specialist (RMS) will report directly to the Director of Risk Management. Under
minimal supervision, the RMS is responsible for performing all day-to-day account opening and
transaction processing for specialized members. They will also review daily reports and ensure
adherence to policies, procedures, and compliance. The RMS must have the ability to travel to
other branches for support and coverage as needed.


Responsibilities

• Assists members with teller transactions, appointment scheduling, account maintenance
and inquiries regarding products or services. Escalates issues as needed, along with
recommendations for resolution
• Intake of loan and new membership applications via specialized direct channels which
includes application interview, gathering application documents and may include initial
review and underwriting, funding and/or disbursing of loan proceeds
• Completes daily review of Audit Link reports for abnormal activity, notating and
escalating findings accordingly
• Communicates directly with members (verbal and written) regarding various issues and
opportunities
• Requires occasional participation in specialized business development events
• Performs other job-related duties as assigned

Performance Measurements

• Provides friendly, prompt, professional, and accurate service to all members and team
members, with follow-ups to be resolved within one business day
• Ensures all paperwork related to new accounts or maintenance is processed in
compliance with relevant regulations
Revision Date 04/26/24
• Safeguards member information during business hours and overnight
• Required reports are prepared and completed in an accurate and timely manner daily
• Management is kept informed of key issues

Requirements

• Related experience
• Employee must be professional, dependable, and flexible
• Excellent Communication Skills
• Excellent Organizational Skills
• Enthusiastic towards job functions and duties
• Capable of working independently with little or no supervision
• Self-Motivator and ability to formulate solutions
• Windows, Word, Excel and Internet proficiency
• Ability to prioritize tasks
• Ability to travel to other branches for support



Job Posted by ApplicantPro


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