To direct the operations of a branch, ensuring the branch meets organizational, financial, operational, service, and growth plans. Has limited lending authority. Guide and manage branch office staff in providing quality service to members in the areas of account transactions, loan applications, and new accounts. Solve problems within established policies and guidelines.
Essential Functions & Responsibilities:
45% Monitors branch operating results relative to established objectives and ensures appropriate steps are taken to correct unsatisfactory conditions on a day to day basis.
Maintains communications with main office; prepares and submits standard reports & budget for branch; attends scheduled management meetings.
Represents the branch as appropriate in its relationships with members, sponsor organizations(s), suppliers, other financial institutions and similar groups.
Controls past due, overdrawn and charged off accounts for the branch(es).
Monitors all branch activities to ensure compliance and consistency with established Credit Union policies and procedures
20% Hires, reviews, schedules, trains, and monitors the work of branch personnel: conducts performance reviews; allocates resources to meet operational needs within the department; reviews and approves, denies, or modifies department recommendations from subordinates.
Monitor office activity, including number of transactions, volume, teller errors, loan volume, teller and loan personal sales and new accounts.
Schedule adequate staff to ensure efficient branch operations.
Monitor branch operations to ensure a consistent, professional approach.
Assist staff or members in solving complex account problems.
10% Underwrites loans up to the amount assigned per Credit Union policy.
Interview loan applicant
Conducts research utilizing legal sources such as statutes, recorded judicial decisions, legal articles, treatises, constitutions, and legal codes to ensure current legal compliance for preparation of documents.
Performs legal analysis utilizing relevant information gathered from multiple sources, and prepares legal research memoranda and other legal documents as requested.
Analyzes a range of documents, products, processes and/or procedures, from a legal standpoint as directed.
Conducts legal research utilizing a variety of online researching tools, including but not limited to; ‘Alacourt', ‘Alafile', ‘PACER' ,‘LexisNexis' and 'Westlaw'.
Assist in case management and associated reporting for legal matters. Builds, organizes, and maintains legal databases and case files. </