Risk Management Specialist - Lomita, United States - South Bay Credit Union

South Bay Credit Union
South Bay Credit Union
Verified Company
Lomita, United States

3 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description

Position Summary
The Risk Management Specialist (RMS) will report directly to the Director of Risk Management. Under
mínimal 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

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 jobrelated 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 04/26/2- 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
More jobs from South Bay Credit Union
See all jobs of South Bay Credit Union