Indirect Lending Team Lead

Northwest FCU
Herndon, VA
Apr 18, 2017
Apr 21, 2017
Accountant, IT
Full Time
Requisition Number 17-0023 Post Date 2/17/2017 Title Indirect Lending Team Lead City Herndon State VA Description The primary role of this position is to assist Northwest Federal Credit Union to live out our vision to be the lifetime financial partner for our member-owners. One of the primary means to achieve this end is to develop a highly effective team of employees and develop each employee to their highest potential through coaching and leadership. This position is responsible for ensuring that outstanding service is delivered to both internal and external members. A key component of this service to external members is to ensure each employee identifies membersa€ (TM) financial needs and suggests appropriate Credit Union solutions.DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. The Indirect Processing Team Leadera€ (TM) s primary purpose is to guide and supervise the Indirect Loan Processora€ (TM) s in a way that provides the membership with accurate, efficient and professional service in a sensitive and understanding style, in writing, via email and Internet, and by telephone. The Team Leader serves as the focal point for questions and problems encountered by Indirect Processors and Underwriters. The Team Leader reviews the work of the Indirect Loan Processora€ (TM) s on a regular basis and is able to perform all duties of their positions. The team Leader will work with underwriters and dealership contacts to resolve outstanding issues.a€ cents Deliver outstanding service that meets the Service Excellence Policy and delivers on our Service Promises.a€ cents Train and supervise Indirect Lending staff. Assign, direct, coordinate and review work performed by staff.a€ cents Develop each employee to their highest potential by identifying their areas for improvement and appropriately coaching, training or correcting the employeesa€ (TM) performance.a€ cents The incumbent makes decisions and exceptions in the absence of the Senior Loan Manager/Loan Operations. He/she resolves more complex problems and assists Indirect Loan Processora€ (TM) s with problem identification and resolution.a€ cents Provides technical, instructional and operational support to the Indirect Lending staff. Plans and organizes work, assigns tasks and performs all supervisory personnel management functions.a€ cents Serves as system expert for Dealertrack, RouteOne, MeridianLink, Docusign and Systems.a€ cents Must have a good understanding of Credit Union Departments and knowledge of MSR and Teller applicationsa€ cents The Indirect Lending Team Leader is responsible for Performance Evaluations of their assigned team members. Conducts performance appraisals and documents development plans with each team member within the required timeframe. The Team Leader conducts a weekly Team Meetings to discuss areas of importance with their team members and monthly coaching sessions.a€ cents Remains cognizant of and adheres to NWFCU policies and procedures when performing Assistant Treasury duties, and regulations pertaining to the Bank Secrecy Act (BSA).SUPERVISOR RESPONSIBILITIESThe Indirect Processing Team Leader reports to the Senior Loan Manager/Loan Operations. Is responsible for training, coordinating and system operations of Indirect Lending department. Writing, presenting and discussing Performance Evaluations with assigned team members. Prepares work schedule and assignment rotations, approves leave requests, and schedules training and communicates to Sr Loan Manager/Loan Operations on a daily basis any changes to the schedules. Maintains composure and productivity under adverse operating conditions, conflicts, and pressures. Does not allow difficult situations to escalate. Requirements QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.The Team Leader must have excellent telephone, verbal, written and interpersonal skills. Must be able to work a flexible schedule between the hours of 8:00am and 6:00pm Monday through Friday. Must be flexible with Saturday availability during peak volume times.EDUCATION and/or EXPERIENCEHigh School Diploma or equivalent and have a minimum of 3 years previous loan officer or financial institution experience.SKILLSComputer Applications: MeridianLink, Symitar, Docusign, Phone Systems Certegy (secure email), e-appraisal, ePort credit reporting, Nada Guides, Auto Warranty and GAP programs and TWIPS. Ability to use the keyboard, typewriter, calculator, fax machine and copier.KNOWLEDGEKnowledge of policies and procedures, all products and services available through the Credit Union and Northwest Capital Management.Full knowledge and understanding of the Staff Handbook, membership eligibility requirements, check acceptance, and the Penley database. Basic knowledge and understanding, as it relates to the branches, of credit union policies and procedures established by Northwest Federal Credit Union (NWFCU) Board of Directors and Management to comply with applicable rules and regulations, including:Bank Secrecy Act and CIP provisions (including Currency Transaction Reports (Form 104) and suspicious activity reporting);USA PATRIOT Act (including Customer Identification Program);Truth-in-Savings;Soldiers Civil Relief Act;Privacy regulations; andLending regulations (including ECOA (Regulation B), Truth-in-Lending (Regulation Z) and Fair Credit Reporting Act (FCRA).BVS classes as assigned by Department Manager.LANGUAGE SKILLSThe Indirect Lending Team Leader must greet all members, coworkers and vendors with a professional greeting. Must possess excellent verbal and written communication skills.MATHEMATICAL SKILLSThe Indirect Lending Team Leader must be able to add, subtract, multiply and divide using a calculator.REASONING ABILITYAbility to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with complex problems involving several variables.A Team Leader must be decisive, possess an ability to make sound judgments in dealing with members, and able to answer most questions posed by the members, loan officers and Member Service Representatives or have the ability to direct them to the proper resource.PHYSICAL DEMANDSThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Indirect Lending Team Leader must be able to sit for long periods of time and is required to hear and speak. They must be able to separate paperwork, stuff envelopes, type on a keyboard and operate a computer mouse using hand/finger coordination.WORK ENVIRONMENTThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The Indirect Lending Team Leader works in a large office area with other Indirect Lending employees. Each Team Leadersa€ (TM) desk is equipped with a telephone, headset, monitor, PC, and printer. The Team Leader must also know how to operate the copier, fax machine and the Credit Uniona€ (TM) s only telephone for the hearing impaired. The noise level in the work environment is moderateSPECIAL REQUIREMENTSIf selected for an interview and offered a position, your offer will be contingent upon your submitting to and successfully completing a drug test and criminal background check within a reasonable timeframe and prior to employment.All positions require US citizenship and a Federal Government Security Clearance. Those with an active security clearance are encouraged to apply; NWFCU will sponsor the clearance process for qualified applicants. Further, all applicants must pass bondability requirements and will be subject to a credit history check in order to determine eligibility for employment with NWFCU.Necessary accommodations will be made to enable individuals with disabilities to perform the essential functions of this position.Remains cognizant of and adheres to NWFCU policies and procedures, and regulations pertaining to the Bank Secrecy Act (BSA).Northwest Federal Credit Union is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law.We are proud to be an EEO/AA employer Minorities/Females/Disabled/Veterans. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.Please view Equal Employment Opportunity Posters provided by OFCCP here.The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. Apply Online Send This Job to a Friend Careers Browse Open Jobs Search Open Jobs Edit Your Profile View Submitted Applications PRIVACY & INTERNET POLICY | FRAUD CENTER | CAREERS (C) 2014 Northwest Federal Credit Union. Federally Insured by NCUA CALL CENTER703-709-8901 (1-866-709-8901) a€ cents 703-709-8919 (TTY)M-F: 7 AM - 7 PM Sat: 8 AM - 1 PMAFTER HOURS LOST OR STOLEN CARDS703-709-8901 (1-866-709-8901) ABA ROUTING NUMBER256075025#mcafeediv {POSITION: relative; TOP: -47px; LEFT: 133px}#hudlogo {POSITION: relative; TOP: 0px} .

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