07/24/2014
Southwest 66 Credit Union
Call Center Manager
Full Time

Job Info
POSITION PURPOSE Responsible for managing activities for the Call Center and ensuring customer service objectives are well supported. Oversees the training of new personnel. Ensures professional relations exist with customers and reporting and informational needs are met. Attends and participates in meetings as assigned and keeps management well informed of activities and significant problems. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for effectively overseeing Call Center functions. a. Ensures all customer questions and complaints are resolved in a timely manner. b. Completes research and resolves documentation errors or discrepancies on complex customer problems. c. Ensures Call Center operations further Company strategic plans and are in accordance with established policies and procedures. d. Monitors the financial performance of the Call Center and ensures established budgets are met. 2. Assumes responsibility for the effective maintenance of Department records. a. Ensures the accurate reporting of Call Center activities to Senior Management. b. Monitors timekeeping and payroll records. c. Ensures all department files are current, accurate, and well maintained. 3. Assumes responsibility for establishing and maintaining professional business relations with customers and trade contacts. a. Ensures requests and questions are promptly resolved. b. Monitors service delivery and ensures excellence in service levels. c. Ensures deadlines are met. d. Promotes goodwill and a positive image of the Company. 4. Effectively supervises Call Center personnel, ensuring optimal performance. a. Provides leadership to assigned personnel through effective objective setting, delegation, motivation, and communication. Conducts regular meetings to ensure that personnel are well informed of changes in policies and procedures. Discusses areas needing improvement. b. Oversees the activities of Call Center Representatives. c. Assigns, schedules, and coordinates personnel. Directs daily operations. d. Identifies, develops, and implements training programs as appropriate. Ensures that Call Center reps are thoroughly trained in all Company products and services. e. Conducts performance appraisals. Provides measurable feedback to assigned personnel and suggestions for improved performance. Formulates and implements employee corrective actions as needed. f. Ensures staffing levels are appropriate. Assists in interviewing and assigning new personnel as necessary. 5. Assumes responsibility for related duties as required or assigned. a. Ensures work area is clean, secure, and well maintained. b. Attends and participates in meetings. c. Completes special projects as assigned. PERFORMANCE MEASUREMENTS 1. Call Center operations are effective and professionally conducted. 2. Call Center representatives are properly trained and customer service standards are at the highest level. 3. All related records and reports are complete and current. 4. Professional relations exist with customers, vendors, and other external business contacts. 5. Good communication and effective working relations exist with Company contacts. 6. The Company’s professional reputation is projected to all contacts. QUALIFICATIONS EDUCATION/CERTIFICATION: High school graduate or equivalent. Additional computer and customer service training preferred. REQUIRED KNOWLEDGE: Strong understanding of customer service principles. Knowledge of human resource policies and recruiting techniques. EXPERIENCE REQUIRED: Two or more years of related Call Center experience. SKILLS/ABILITIES: Basic accounting skills. Good motivational and leadership skills. Able to organize multiple projects. Solid oral and written communication abilities. Able to use all related software applications. PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION FINGER DEXTERITY: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. TALKING: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. AVERAGE HEARING: Able to hear average or normal conversations and receive ordinary information. AVERAGE VISUAL ABILITIES: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. PHYSICAL STRENGTH: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.) WORKING CONDITIONS NONE: No hazardous or significantly unpleasant conditions. (Such as in a typical office.) MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION REASONING ABILITY: Ability to deal with a variety of variables under only limited standardization. Able to interpret various instructions. MATHEMATICS ABILITY: Ability to perform basic math skills, use decimals to compute ratios and percents, and to draw and interpret graphs. LANGUAGE ABILITY: Ability to read a variety of books, magazines, instruction manuals, atlases, and encyclopedias. Ability to prepare memos, reports, and essays using proper punctuation, spelling, and grammar. Ability to communicate distinctly with appropriate pauses and emphasis, correct punctuation (or sign equivalent), and variation in word order using present, perfect, and future tenses.
Contact
Toni Frady
4041 E. 52nd Street
Odessa, TX
432-368-3037

07/24/2014
Southwest 66 Credit Union
Branch Manager
Full Time

Job Info
POSITION PURPOSE Responsible for directing and administering the operational efforts of the branch. Ensures established policies and procedures are followed. Oversees provision of a full range of services to customers and prospective customers. Ensures customers are promptly and professionally served. Trains, directs, and supervises branch staff. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for the effective and efficient performance of branch operations. a. Supervises work scheduling and workflow of daily routine operations. b. Ensures operations are conducted in accordance with established Company policies and with legal and regulatory requirements. c. Ensures branch security. Opens and closes the building in accordance with set hours and tests security equipment quarterly. d. Acts as a Loan Officer, processing and approving customer loans within established policies and limits. e. Supervises and assists with customer service functions. Cross sells Company services. f. Implements changes to established policies and procedures within the branch. 2. Assumes responsibility for maintaining proper cash controls. a. Ensures all branch transactions are balanced at the close of each day. b. Oversees individual accountability for the handling of cash and assists Tellers in resolving balancing problems. c. Controls and handles daily deposits in accordance with established policies and procedures. d. Periodically verifies cash in possession of Tellers and cash on the premises. 3. Effectively supervises branch staff, ensuring optimal performance. a. Provides leadership through effective objective setting and communication. b. Directly supervises all branch personnel. Ensures high quality work and efficiency in operations are maintained. Determines work methods and flow through assigning, directing, coordinating, and reviewing tasks. c. Conducts regular meetings with branch employees to inform and train. Discusses areas needing improvement and changes in procedure. d. Conducts weekly meetings with branch management staff to coordinate activities for the following week. e. Ensures personnel are well trained in all phases of their respective jobs. Completes orientation of new employees in overall branch procedures. Performs cross training as necessary. Conducts security training. f. Ensures personnel are effective and optimally used. Determines appropriate staffing levels for proper utilization of human resources. g. Tracks individual progress and conducts performance appraisals on each employee at least twice annually. Formulates and implements corrective actions as needed. Recommends promotions for employees as appropriate. Provides leadership training to employees seeking management opportunities. h. Approves all sick leave, vacation, overtime, and time cards for each branch employee. Keeps accurate payroll and attendance records. 4. Assumes responsibility for establishing and maintaining effective, professional business relations with customers. a. Ensures customers\' requests and questions are promptly resolved. Handles customers\' complaints. b. Ensures customers are informed of Company services and policies. Counsels customers regarding their financial needs and services requested. c. Ensures the Company\'s quality reputation is maintained and projected. 5. Assumes responsibility for the effective administration of branch functions. a. Ensures branch operations are well coordinated with accounting, loan processing, and credit functions. b. Manages and oversees expenses. Pursues cost-saving measures. c. Continually seeks ways to improve branch operations and productivity and to meet established goals. d. Prepares periodic branch activity reports and makes recommendations to management for improvements. e. Ensures proper maintenance and general housekeeping of the building, grounds, work areas, desks, and equipment is carried out, including snow and ice removal. f. Ensures adequate supplies, forms, and equipment are available for personnel. g. Institutes prudent safety measures. h. Keeps management informed of branch activities, progress toward established objectives, and of any significant problems. Requests assistance when necessary. 6. Assumes responsibility for related functions as required or assigned. a. Fills in and performs duties in branch positions as needed. b. Attends assigned training sessions and stays current on new operational procedures. PERFORMANCE MEASUREMENTS 1. Branch services are efficiently and effectively delivered in accordance with established Company policies and standards. 2. Current customer accounts are maintained or expanded and additional ones solicited. Good business relationships exist with customers and their questions and problems are promptly resolved. 3. Branch personnel are well trained and efficient, and their activities well coordinated. 4. Required reports and records are accurate and timely. 5. Management is appropriately informed of area activities and of any significant problems. Suggestions are provided for improved efficiency or effectiveness in operations. 6. Good working relationships exist with branch personnel. Assistance is provided as needed. 7. Branch transactions, loan volumes, expenses, and profitability are in line with Company standards. QUALIFICATIONS EDUCATION/CERTIFICATION: High school graduate or equivalent. Additional college coursework in business or finance preferred. REQUIRED KNOWLEDGE: Thorough knowledge of Company services and products. Understanding of related legal and regulatory requirements. Familiarity with Branch functions, policies, and procedures. EXPERIENCE REQUIRED: At least five years of related experience in a financial institution, with a minimum of two years of supervisory experience. SKILLS/ABILITIES: Strong interpersonal, leadership, and supervisory skills. Well organized. Ability to operate related computer applications and related business equipment. Attention to detail. Ability to maintain an effective and efficient workflow. PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION TALKING: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. AVERAGE HEARING: Able to hear average or normal conversations and receive ordinary information. REPETITIVE MOTION: Movements frequently and regularly required using the wrists, hands, and/or fingers. AVERAGE VISUAL ABILITIES: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. PHYSICAL STRENGTH: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.) WORKING CONDITIONS NONE: No hazardous or significantly unpleasant conditions (such as in a typical office). MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION REASONING ABILITY: Ability to apply logical or scientific thinking to define problems, collect data, establish facts, and draw conclusions. Able to interpret a variety of technical instructions and can deal with multiple variables. MATHEMATICS ABILITY: Ability to compute discount, interest, profit, and loss; commission markup and selling price; and ratio, proportion, and percentage. Able to perform very simple algebra. LANGUAGE ABILITY: Ability to read periodicals, journals, manuals, dictionaries, thesauruses, and encyclopedias. Ability to prepare business letters, proposals, summaries, and reports using prescribed format and conforming to all rules of punctuation, grammar, diction, and style. Ability to conduct training, communicate at panel discussions, and make professional presentations.
Contact
Toni Frady
4041 E. 52nd Street
Odessa, TX
432-368-3037

07/24/2014
Southwest 66 Credit Union
Member Service Officer
Full Time

Job Info
POSITION PURPOSE Responsible for coding, posting, and preparing all documents necessary for closing loans. Mails loan paperwork, distributes loans to locations, and coordinates closings with necessary personnel. Types and handles miscellaneous paperwork including denial letters. Maintains files and answers and directs internal telephone calls. Provides professional service to internal employees. Open new accounts including shares, shared drafts, CD’s, IRA’s and credit cards. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for providing effective support for all phases of loan processing activities and promotions. a. Prepares paperwork for loan applications. Runs reports, retrieves credit ratings, reviews files, figures point scores, and works up applications. b. Performs coding and posting functions and prepares all necessary documents for closing of loans. c. Mails loan paperwork. Distributes loan paperwork to appropriate personnel. d. Coordinates loan closings with appropriate personnel. Closes loans as necessary. e. Types and mails denial letters and related correspondence. f. Maintains hold/mail files and suspense files according to weekly schedule. Disburses documents to Loan Officers for follow-up. g. Receives and screens telephone calls. Answers routine questions or directs them to appropriate personnel. Records and relays messages. h. Completes loan processing duties in accordance with established policies, procedures, and regulations. i. Inputs new accounts and obtains proper signatures on all documents. 2. Assumes responsibility for establishing and maintaining effective and professional business relationships with customers and external contacts. a. Resolves (or refers) requests and problems promptly and courteously. Answers customer questions pertaining to promotions, loans, balances, and payoffs. Assists walk-ins. b. Keeps customers properly informed of Company policies and procedures. c. Maintains and conveys the Company’s professional reputation. 3. Assumes responsibility for establishing and maintaining effective coordination and communication with area personnel and management. a. Completes assigned paperwork for management and Loan Officers. Completes records and reports promptly and accurately. b. Supports and assists area personnel as needed. c. Maintains departmental files. d. Attends and participates in meetings as required. e. Keeps management informed of area activities and of any significant problems. 4. Assumes responsibility for related duties as required or assigned. a. Performs miscellaneous clerical and secretarial functions as needed. b. Ensures work area is clean, secure, and well maintained. c. Replaces area personnel as needed. PERFORMANCE MEASUREMENTS 1. Records, reports, and related documents are accurate, current, and submitted on time. 2. Files are accurate and up-to-date. 3. Good business relations exist with customers. Problems and questions are courteously and promptly resolved or referred. 4. Good working relationships and coordination exist with area personnel and with management. Assistance and support are provided as needed. Management is properly informed. 5. Loan processing functions are completed in accordance with established policies and procedures. 6. The Company’s professional reputation is maintained and conveyed. QUALIFICATIONS EDUCATION/CERTIFICATION: High school graduate or equivalent. REQUIRED KNOWLEDGE: Understanding of loan products and services. Knowledge of loan processing functions and related requirements and procedures. EXPERIENCE REQUIRED: One to two years of varied office experience preferred. SKILLS/ABILITIES: Strong typing abilities. Good verbal public relations skills. Able to operate calculator, word processor, and related computer applications. Well organized. PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION FINGER DEXTERITY: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. TALKING: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. AVERAGE HEARING: Able to hear average or normal conversations and receive ordinary information. REPETITIVE MOTION: Movements frequently and regularly required using the wrists, hands, and/or fingers. AVERAGE VISUAL ABILITIES: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. PHYSICAL STRENGTH: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.) WORKING CONDITIONS NONE: No hazardous or significantly unpleasant conditions (such as in a typical office). MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION REASONING ABILITY: Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. MATHEMATICS ABILITY: Ability to perform basic math skills, use decimals to compute ratios and percents, and to draw and interpret graphs. LANGUAGE ABILITY: Ability to use passive vocabulary of 5,000-6,000 words; read at a slow rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs. Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary.
Contact
Toni Frady
4041 E 52nd Street
Odessa, TX
432-368-3037

07/24/2014
Southwest 66 Credit Union
IT Tech
Full Time

Job Info
POSITION PURPOSE Responsible for maintaining smooth operations of all Company networks, systems, and applications. Provides technical support to users as needed, diagnoses and resolves connectivity problems, and monitors system security, backup, and virus protection. Evaluates, recommends, and implements network software and hardware, and assists in the development of IT strategies and policies. Maintains professional business relations with clients and outside contacts. Keeps management well informed of area activities. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for the effective administration of Company networks. a. Maintains daily operations of LAN applications and systems. b. Adds, deletes, and updates user information. c. Oversees firewall solutions. d. Manages server disk space. e. Monitors network systems and provides detailed reports. f. Diagnoses and resolves system and connectivity problems. g. Ensures network security and completes tape backup of all Company data. h. Provides effective system virus protection. 2. Assumes responsibility for effectively developing, testing, recommending, and implementing new IT systems and processes. a. Tests and evaluates software and hardware for reliability and functionality. b. Procures and implements new software and hardware systems. c. Develops processes to improve network reliability and proposes solutions to meet the future needs of both the Company and clients. d. Evaluates and recommends standards for hardware and software operations in all Company systems. Assists in locating and implementing new products as needs arise. e. Provides suggestions in the development of IT strategies and policies. 3. Assumes responsibility for maintaining professional working relationships with personnel, members, suppliers, and outside contacts. a. Tracks and resolves personnel problems promptly and effectively. b. Ensures that new systems support personnel needs. c. Obtains and conveys information as needed. d. Promotes goodwill and a positive image of the Company. 4. Assumes responsibility for establishing and maintaining effective working relationships with area staff, other departments, and with management. a. Assists personnel in other departments to increase understanding of system operations and effectively integrate new technology. b. Keeps management well informed of area activities and of any significant problems. c. Ensures reports are completed accurately and timely. d. Attends meetings as required. 5. Assumes responsibility for related duties as required or assigned. a. Ensures work area is clean, secure, and well maintained. b. Performs miscellaneous projects as assigned. c. Updates technical skills as required. PERFORMANCE MEASUREMENTS 1. Network administrative functions are performed effectively and in accordance with established policies and procedures. 2. End users are well supported. Software and hardware problems are carefully reviewed and promptly resolved. 3. Computers and peripheral equipment are well maintained. 4. Professional business relations exist with users and outside vendors. 5. Required reports are generated accurately and timely. 6. Management is notified of computer/technical activities and significant problems. QUALIFICATIONS EDUCATION/CERTIFICATION: High school graduate with two years of additional college computer training or an equivalent combination of education, training, and experience. REQUIRED KNOWLEDGE: Knowledge of network operations and all related computer hardware and software. Knowledge of database reporting, user access control, security models, and backup processes. Understanding of Company operations and output requirements. EXPERIENCE REQUIRED: At least two years of experience with PC hardware and software configuration and network support functions. SKILLS/ABILITIES: Strong customer service skills and willingness to assist others. Able to communicate complex information clearly. Attentive to detail. Strong problem-solving abilities. Able to coordinate well with other departments and personnel. Ability to operate network server, computer tape drive, and other business equipment. PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION FINGER DEXTERITY: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. TALKING: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. AVERAGE HEARING: Able to hear average or normal conversations and receive ordinary information. REPETITIVE MOTIONS: Movements frequently and regularly required using the wrists, hands, and fingers. AVERAGE VISUAL ABILITIES: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. PHYSICAL STRENGTH: Medium work; exerts up to 50 lbs. of force occasionally, and/or up to 20 lbs. frequently, and 10 lbs. constantly. WORKING CONDITIONS NONE: No hazardous or significantly unpleasant conditions. (Such as in a typical office.) MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION REASONING ABILITY: Ability to deal with a variety of variables under only limited standardization. Able to interpret various instructions. MATHEMATICS ABILITY: Ability to perform basic math skills, use decimals to compute ratios and percents, and to draw and interpret graphs. LANGUAGE ABILITY: Ability to read a variety of books, magazines, instruction manuals, atlases, and encyclopedias. Ability to prepare memos, reports, and essays using proper punctuation, spelling, and grammar. Ability to communicate distinctly with appropriate pauses and emphasis; correct punctuation (or sign equivalent) and variation in word order; using present, perfect, and future tenses.
Contact
Toni Frady
4041 E. 52nd Street
Odessa, TX
432-368-3037

07/24/2014
Southwest 66 Credit Union
Branch Assistant
Full Time

Job Info
POSITION PURPOSE Responsible for assisting with the direction and administration of branch operations. Ensures established policies and procedures are followed. Oversees the provision of a full range of services to customers and prospective customers. Ensures customers are promptly and professionally served. Trains, directs, and assists in supervising branch staff. Performs various branch functions as required as well as other duties assigned by the Branch manager. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for assisting in the supervision of branch operations. a. Ensures operations are conducted in accordance with established Company policies, legal and regulatory requirements, and audit standards. Provides suggestions for improved effectiveness. b. Ensures branch security. Assists with opening and closing the building in accordance with set hours. c. Ensures the branch balances all transactions at the close of each day. Proofs Tellers, runs related reports, and balances the vault at the end of each day. Provides assistance to Tellers as needed. Completes month end certification of all cash items and negotiable instruments. d. Assists with Financial Service Representative functions. Performs duties related to loan processing, certificates of deposit, and IRAs. Handles direct deposit functions and safe deposit boxes. Assists in opening new customer accounts and with loan closings and disbursements. e. Promotes branch business development and seeks to broaden customer base. Actively cross sells Company products and services. f. Acts as a Loan Officer, processing and approving customer loans within established policies and limits. g. Completes required reports and records and ensures that branch functions are properly documented. h. Assists with implementing changes to established policy and procedures within the branch. 2. Assumes responsibility for establishing and maintaining effective coordination and working relations with branch personnel. a. Provides assistance, direction, and supervision as needed including guidance for Loan Officers, Tellers, and Financial Service Representatives. b. Reviews and monitors the work of branch personnel. Provides suggestions and support as necessary. c. Assists with orientation of new employees and staff training sessions. Ensures personnel are well trained in all phases of their respective jobs. Performs cross training as necessary. d. Assists with determining appropriate staffing levels and scheduling employees. e. Assists with tracking individual progress and conducting performance appraisals. Formulates and implements corrective actions as needed. 3. Assumes responsibility for establishing and maintaining effective, professional business relations with customers. a. Ensures customers' requests and questions are promptly and courteously resolved. Answers customers’ questions or refers appropriately. Verifies deposits and provides payoff and bluebook quotes. b. Ensures customers are informed of Company services, products, and policies. Cross sells products and services. c. Ensures the Company's professional reputation is maintained. 4. Assumes responsibility for related duties as required or assigned. a. Assists with personnel functions as assigned. b. Ensures work area is clean, secure, and well maintained. PERFORMANCE MEASUREMENTS 1. Branch services are efficiently and effectively delivered in accordance with established Company policies and standards. 2. Good business relations exist with customers and their questions and problems are promptly resolved. 3. Good working relations exist with branch personnel. Assistance is provided as needed. 4. Required reports and records are accurate and timely. 5. Management is appropriately informed of area activities and of any significant problems. QUALIFICATIONS EDUCATION/CERTIFICATION: High school graduate or equivalent. Additional coursework preferred. REQUIRED KNOWLEDGE: Thorough knowledge of Company products, services, and policies. Understanding of Teller and Financial Service Representative functions. Knowledge of Loan Officer duties. EXPERIENCE REQUIRED: Two to five years of related operations experience required. SKILLS/ABILITIES: Strong interpersonal and communication skills. Well organized. Able to operate related computer applications and basic business equipment. Good marketing skills. Good supervisory abilities. PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION REPETITIVE MOTION: Movements frequently and regularly required using the wrists, hands, and/or fingers. TALKING: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. AVERAGE VISUAL ABILITIES: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. AVERAGE HEARING: Able to hear average or normal conversations and receive ordinary information. PHYSICAL STRENGTH: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.) WORKING CONDITIONS NONE: No hazardous or significantly unpleasant conditions (such as in a typical office). MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION REASONING ABILITY: Ability to apply logical or scientific thinking to define problems, collect data, establish facts, and draw conclusions. Able to interpret a variety of technical instructions and can deal with multiple variables. MATHEMATICS ABILITY: Ability to compute discount, interest, profit, and loss; commission markup and selling price; and ratio, proportion, and percentage. Able to perform very simple algebra. LANGUAGE ABILITY: Ability to read periodicals, journals, manuals, dictionaries, thesauruses, and encyclopedias. Ability to prepare business letters, proposals, summaries, and reports using prescribed format and conforming to all rules of punctuation, grammar, diction, and style. Ability to conduct training, communicate at panel discussions, and make professional presentations.
Contact
Toni Frady
4041 E. 52nd Street
Odessa, TX
432-368-3037

07/24/2014
Southwest 66 Credit Union
Compliance Officer
Full Time

Job Info
POSITION PURPOSE Responsible for ensuring the Company is in compliance with all state and federal regulations. Reviews and appraises the soundness, adequacy, effectiveness, and proper application of accounting and financial controls and of credit underwriting. Assesses the adequacy and extent of programs designed to safeguard Company assets. Assists with and schedules internal and external audits. Compiles and issues reports detailing conclusions and providing recommendations for improvement. Prepares and files reports with government agencies as directed by law. The compliance officer works closely with each department manager to maintain compliance in Operations, Information Technology, Lending, Collections, and Marketing. The compliance officer has the authority to review all documents and other information that are relevant to compliance activites. The compliance officer reports to the Chief Operations Officer. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for the Company’s compliance with all applicable laws, rules, regulations, and policies. a. Manages, implements, and ensures compliance with applicable financial laws and regulations. Analyzes and reports data as required. b. Reviews and implements regulatory changes. Compiles reference resources for the Company’s daily use to ensure compliance with regulations. c. Assists Senior Management in developing policies and procedures for compliance issues. Conducts periodic reviews of existing policies to ensure accuracy, efficiency, and effectiveness. d. Ensures policies and procedures are updated and are in accordance with evolving regulations, legal requirements, and industry trends. e. Reviews all laws and regulations pertinent to the credit union compliance. f. Oversee and monitor the compliance program. g. Evaluate the credit union policies, procedures, products and programs, to ensure compliance with applicable laws and regulations. Make recommendations when appropriate. h. Ensure that any change in policy or procedure is communicated to impacted departments or the credit union as a whole to ensure changes are understood and implemented. j. Prepare reports quartely for Board approval from Audit Committee meetings k. Develop credit union responses to exam and audit findings as well as implements necessary changes in policies and /or procedures.. l. Perform monitoring reviews at least twice annually of each department to ensure compliance with applicable laws and regulations. m. Perform self- audit of each department with department manager using NCUA exam guidelines; briefing department manager in what laws and regulations pertain to their respective departments. n. Perform periodic risks assesments. o. Periodically review audit and file maintenance reports p. Assist in revision / design of forms, products, web site, programs or marketin promotions to ensure compliance with all rules and regulations q. Assist Human Resources manager in any investigation against the credit union or its employees. r. Coordinate with Human Resources manager training programs for staff. Develop and implement corrective action procuedres as necessary to ensure compliance and avoid future compliance problems. s. Maintain and monitor Record Rentention program. t. Maintain Vendor Due Diligence program 2. Assumes responsibility for establishing and maintaining effective communication and coordination with area personnel and with management. a. Assists area personnel as needed. b. Keeps management informed of area activities and of any significant problems or concerns. c. Completes and submits required reports, records, and related documents. d. Attends meetings as required. 3. Assumes responsibility for ensuring professional business relationships are established and maintained with regulatory agencies, auditors, appraisers, and business associates. a. Maintains the Company’s professional reputation. b. Resolves complaints, questions, and problems promptly. Provides assistance as needed. c. Represents the Company in contacts with business and trade associations and otherwise promotes the Company’s professional image. 4. Assumes responsibility for related duties as required or assigned. a. Stays informed of trends and developments in compliance issues and loan reviews. b. Ensures work area is clean, secure, and well maintained. 5. Maintain the Following Schedule Items Daily a. Notify SLT of regulatory changes and news which may affect current operations / procedures in any area or policies. Send as needed emails with a summary. Weekly b. Review Audit and File Maintenance Reports: Member Account / Loan File Maintenance. Director of Operations completes Member Account file maintenance and Lending Manager the loan files maintenance. Compliance Officer reviews Operation and Lending Manager File maintenance as well as SARs, CTRs and other audit reports monthly. c. Follow up on CU response to Exam Findings: Follow up with department leaders in completing the required revisions and policy updates based on exam findings. Provide updates to CEO / COO with updates on the exam finding corrections and policy completions. d. Follow up on CU response to Exam Findings: Follow up with department leaders in completing the required revisions and policy updates based on exam findings. Provide updates to CEO / COO with updates on the exam finding corrections and policy completions. Monthly e. Board Packets Review for accuracy of Reporting: Generally by the 8th of every month. f. Policy Review: Smart Sheet is developed into all policies. By the 5th of the month, policies are sent to appropriate department leaders to revise with necessary compliance changes and then returned to compliance officer by 15th. New polices and additions that are added to an existing policy will not fall within this time frame, however if it is changes or additions based on exam findings, those will be completed by promised date. g. Review policies to see if there is anything upcoming that needs to be sent to the Board on an annual basis. h. Working with the Department Heads by sending the policy to the Department Manager with compliance changes. Department Head will complete the revisions and send back for final review, approval and forward to Shawna for Board approval. Once received back only the compliance officer will upload lock and read policies and remove older version. i. Review monthly SARs, CTRs, and other audit reports. j. Branch Monthly Audits: Review Vault and ATM Reports and countdown vault . Count down teller cash drawers and review against previous day balance summary. Audits to be conducted morning before opening branches. No employee should be made aware of compliance officer coming to conduct audit. Findings tracked and then submitted to Director of Operations and COO for review and corrections if needed. k. Work with Lucas and William to populate the Intranet for employees to have access to developed polices, quick links, news in marketing campaigns, community volunteer, lending, operations, call center, page for products and services, procedures, Help Desk IT for Compliance: IT: HR, Etc.. Quarterly l. Audit Committee Meetings- March, June, September, December Meetings, prepare reports for Board review after meeting.. m. Risk Assessments to be conducted quarterly: SAFE ACT-, ACH Audit, BSA Risk Assessment, OFAC, etc. 12 Total Assements. Semi-Annually n. Self Audit of each department using NCUA exam guidelines Annually o. Vendor Due Diligence: Review annually vendors and do analysis on security, prices and performance. As new vendors are to be added provide due diligence on those vendors as well. p. NOTE: COOP , ASG, Shoretel – to be done in October / November. q. Record Retention: Determine what is to be shredded due to time limit has passed and then record anything that is being destroyed. The list and record destroy log is in files. Determine what needs to be filed or moved to a safer or secure location, etc. r. Policy Refresh Schedule: Make sure all new policies have been added to the schedule as well. Have it available to the credit union by December 1st s. Submit Privacy Notice to membership Schedule Audits 1. February – Escrow Analysis 2. September - Verification of Accounts 3. September – Security, Website, ATM Audit, eCommerce 4. October - External Audit 5. November – SAFE Act Audit 6. December- OFAC, BSA, CIP, ACH Audit 7. December – Risk Assessments PERFORMANCE MEASUREMENTS 1. Attendance & Punctuality 2. Record Keeping & Retrieval 3. Scheduling Effectiveness & Efficiency 4. Audit Performance 5. Professionalism & Confidentiality 6. Professional Development QUALIFICATIONS EDUCATION/CERTIFICATION: Minimum: Compliance Certification or 2 Years of Related Experience. Preferred: Bachelors in Business Administration or Accounting Management. REQUIRED KNOWLEDGE: Minimum: Microsoft Office Suite or Similar Software Preferred: Auditing Process & Procedure Requirements to Meet Federal Regulations EXPERIENCE REQUIRED: Minimum: 1 Year of Auditing. Preferred: 2 Years of Auditing Experience. SKILLS/ABILITIES: Desired: Composed, Well Articulated, Professional Record Keeping Ability. PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION VERBAL: Ability to convey verbal information clearly and concisely. AUDIBLE: Ability to hear and understand normal audible conversations. REPETITIVE MOTION: Ability to perform frequent repetitive movement of the wrists, hands, and/or fingers. VISUAL ACUITY: Ability to inspect and prepare standard 10-12 font documents. PHYSICAL STRENGTH: Sedentary work; Primarily Sitting & Ability to Lift/Exert 10Lbs of Force. WORKING CONDITIONS NONE: No hazardous or significantly unpleasant conditions (Office Environment). MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION REASONING ABILITY: a. Ability to apply logical or scientific thinking to define problems, collect data, establish facts, and draw reasonable conclusions or develop solutions. b. Able to interpret a variety of technical instructions and can deal with multiple variables. c. Ability to operate standard office equipment. MATHEMATICS ABILITY: a. Ability to compute discount, interest, profit, and loss; commission markup and selling price; and ratio, proportion, and percentage. b. Able to perform very simple algebra and computational logic. LANGUAGE ABILITY: a. Ability to read periodicals, journals, manuals, dictionaries, thesauruses, and encyclopedias. b. Ability to prepare business letters, proposals, summaries, and reports using prescribed format and conforming to all rules of punctuation, grammar, diction, and style. c. Ability to conduct training, communicate at panel discussions, and make professional presentations.
Contact
Toni Frady
4041 E 52nd Street
Odessa, TX
432-368-3037

07/24/2014
Southwest 66 Credit Union
Collections Agent
Full Time

Job Info
POSITION PURPOSE A Collections Agent protects the assets of the credit union by providing high-level, confidential support designed to assist in preventing loss and delinquency. These duties may include clerical, administrative and member protection oriented but not limited to cold calling, documentation, processing information, preparing reports or correspondence and liaising with management as necessary. This position is often privy to confidential information and as such, requires diplomacy and discretion. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Monitor and Collect Accounts a. Prioritize assigned accounts per policy and procedures regarding delinquency. b. Generate and maintain reports required to accurately monitor, project and respond to accounts to prevent loss. c. Maintain accurate reports of attempts to contact accounts or co-signers of accounts. 2. Maintain Management Operational Awareness a. Recommend collection action when necessary to the Collections Manager. b. Refer all Bankruptcies to the Collections Manager and follow State & Federal guidelines. c. Generate Summary Reports to Collections Managers. d. Assist Collections Manager as necessary to ensure that all criteria is met to protect member assets. 3. Credit Card Accounts a. Prioritize assigned accounts per policy and procedures regarding delinquency. b. Generate and maintain reports required to accurately monitor, project and respond to accounts to prevent loss. c. Maintain accurate reports of attempts to contact accounts or co-signers of accounts. 4. Insurance a. Contact members to guarantee awareness of changes of insurance regarding auto loans. PERFORMANCE MEASUREMENTS 1. Attendance & Punctuality 2. Record Keeping & Retrieval 3. Scheduling Effectiveness & Efficiency 4. Professionalism & Confidentiality 5. Membership Asset Protection Ratios QUALIFICATIONS EDUCATION/CERTIFICATION: Minimum: GED or High School Diploma. Preferred: Collections Certificate REQUIRED KNOWLEDGE: Minimum: Microsoft Office Suite or Similar Software Preferred: Diplomatic Collections Techniques EXPERIENCE REQUIRED: Minimum: 6 Months Year Banking or Collections Experience Preferred: 1 Year Collections Experience, Cold Calling & Maintaining Documentation. SKILLS/ABILITIES: Desired: Composed, Well Articulated, Professional Record Keeping Ability. PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION VERBAL: Ability to convey verbal information clearly and concisely. AUDIBLE: Ability to hear and understand normal audible conversations. REPETITIVE MOTION: Ability to perform frequent repetitive movement of the wrists, hands, and/or fingers. VISUAL ACUITY: Ability to inspect and prepare standard 10-12 font documents. PHYSICAL STRENGTH: Sedentary work; Primarily Sitting & Ability to Lift/Exert 10Lbs of Force. WORKING CONDITIONS NONE: No hazardous or significantly unpleasant conditions (Office Environment). MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION REASONING ABILITY: a. Ability to apply logical or scientific thinking to define problems, collect data, establish facts, and draw reasonable conclusions or develop solutions. b. Able to interpret a variety of technical instructions and can deal with multiple variables. c. Ability to operate standard office equipment. MATHEMATICS ABILITY: a. Ability to compute discount, interest, profit, and loss; commission markup and selling price; and ratio, proportion, and percentage. b. Able to perform very simple algebra and computational logic. LANGUAGE ABILITY: a. Ability to read periodicals, journals, manuals, dictionaries, thesauruses, and encyclopedias. b. Ability to prepare business letters, proposals, summaries, and reports using prescribed format and conforming to all rules of punctuation, grammar, diction, and style. c. Ability to conduct training, communicate effectively.
Contact
Toni Frady
4041 E 52nd Street
Odessa, TX
432-368-3037

07/24/2014
Southwest 66 Credit Union
Teller
Full Time

Job Info
POSITION PURPOSE Responsible for providing a variety of paying and receiving functions, including processing deposits, withdrawals, loan payments, cashiers’ checks, money orders, and cash advances. Balances each day's transactions and verifies cash totals. Performs specific assigned side-jobs and assists other Tellers with a variety of duties as required. Ensures customers are promptly and professionally served. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for the efficient, effective, and accurate performance of Teller functions. a. Represents the Company in a courteous and professional manner. b. Receives deposits in person or by mail. c. Receives loan payments in person or by mail. Properly computes interest. d. Processes cash advances, travelers’ checks, cashiers’ checks, money orders, government bonds, and similar transactions. e. Disburses cash or check withdrawals in person, by telephone, or by mail. f. Processes transfers. g. Opens and closes computer terminal accounts daily. Processes assigned cash and transactions and balances at end of day. h. Receives and processes payroll deduction starts, stops, and increases. i. Verifies transactions. Monitors deposit amounts, and examines documents for endorsement and negotiability. Detects and resolves discrepancies promptly. j. Ensures proper holds are placed on all checks deposited as necessary. 2. Assumes responsibility for establishing and maintaining effective, professional business relations with customers. a. Ensures customers' requests and questions are promptly resolved. b. Operates online teller terminal. Provides in person, by telephone, or by mail, information that customers may authorize concerning their account status. c. Receives and processes new customer accounts and changes to existing accounts. d. Receives and processes changes of name, addresses, and other account information as needed. e. Maintains privacy of customer account information. f. Ensures the Company's quality reputation is maintained and projected. 3. Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management. a. Assists area personnel as required. b. Keeps supervisor informed of area activities and of any significant problems or concerns. c. Completes required reports and records accurately and promptly. d. Attends meetings as required. 4. Assumes responsibility for related duties as required or assigned. a. Performs drive-up teller and night drop functions as assigned. b. Cross sells Company services. c. Ensures work area is clean, secure, and well maintained. d. Performs related clerical duties as required. PERFORMANCE MEASUREMENTS 1. Teller functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures. 2. Monies are balanced and any discrepancies promptly resolved. A balancing record that meets established standards is maintained. 3. Good business relations exist with customers. Customers' problems or questions are courteously and promptly resolved. 4. Good working relationships and coordination exist with area personnel and with management. Assistance is provided to other Tellers and staff as needed. Supervisors are appropriately informed of area activities. 5. Required reports and records are accurate, complete, and timely. 6. The Company's professional reputation is maintained and conveyed. QUALIFICATIONS EDUCATION/CERTIFICATION: High school graduate or equivalent. REQUIRED KNOWLEDGE: Knowledge of Teller policies and procedures. Basic understanding of Company operations. EXPERIENCE REQUIRED: Abilities generally acquired on the job in 12 months. SKILLS/ABILITIES: Good communication skills. Professional appearance, dress, and attitude. Good math skills. Ability to operate related computer applications and business equipment including adding machine, typewriter, copy machine, coin and money counting machines, and telephone. Good typing skills. PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION TALKING: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. AVERAGE HEARING: Able to hear average or normal conversations and receive ordinary information. FINGER DEXTERITY: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. REPETITIVE MOTION: Movements frequently and regularly required using the wrists, hands, and/or fingers. AVERAGE VISUAL ABILITIES: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. PHYSICAL STRENGTH: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.) WORKING CONDITIONS NONE: No hazardous or significantly unpleasant conditions (such as in a typical office). MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION REASONING ABILITY: Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. MATHEMATICS ABILITY: Ability to perform basic math skills, use decimals to compute ratios and percents, and to draw and interpret graphs. LANGUAGE ABILITY: Ability to use passive vocabulary of 5,000-6,000 words; read at a slow rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs. Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary.
Contact
Toni Frady
4041 E 52nd Street
Odessa, TX
432-368-3037

07/24/2014
Southwest 66 Credit Union
Loan Processor
Full Time

Job Info
POSITION PURPOSE Responsible for coding, posting, and preparing all documents necessary for closing loans. Mails loan paperwork, distributes loans to locations, and coordinates closings with necessary personnel. Types and handles miscellaneous paperwork including denial letters. Maintains files and answers and directs internal telephone calls. Provides professional service to internal employees. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for providing effective support for all phases of loan processing activities and promotions. a. Prepares paperwork for loan applications. Runs reports, retrieves credit ratings, reviews files, figures point scores, and works up applications. b. Performs coding and posting functions and prepares all necessary documents for closing of loans. c. Mails loan paperwork. Distributes loan paperwork to appropriate personnel. d. Coordinates loan closings with appropriate personnel. Closes loans as necessary. e. Types and mails denial letters and related correspondence. f. Maintains hold/mail files and suspense files according to weekly schedule. Disburses documents to Loan Officers for follow-up. g. Receives and screens telephone calls. Answers routine questions or directs them to appropriate personnel. Records and relays messages. h. Completes loan processing duties in accordance with established policies, procedures, and regulations. 2. Assumes responsibility for establishing and maintaining effective and professional business relationships with customers and external contacts. a. Resolves (or refers) requests and problems promptly and courteously. Answers customer questions pertaining to promotions, loans, balances, and payoffs. Assists walk-ins. b. Keeps customers properly informed of Company policies and procedures. c. Maintains and conveys the Company’s professional reputation. 3. Assumes responsibility for establishing and maintaining effective coordination and communication with area personnel and management. a. Completes assigned paperwork for management and Loan Officers. Completes records and reports promptly and accurately. b. Supports and assists area personnel as needed. c. Maintains departmental files. d. Attends and participates in meetings as required. e. Keeps management informed of area activities and of any significant problems. 4. Assumes responsibility for related duties as required or assigned. a. Performs miscellaneous clerical and secretarial functions as needed. b. Ensures work area is clean, secure, and well maintained. c. Replaces area personnel as needed. PERFORMANCE MEASUREMENTS 1. Records, reports, and related documents are accurate, current, and submitted on time. 2. Files are accurate and up-to-date. 3. Good business relations exist with customers. Problems and questions are courteously and promptly resolved or referred. 4. Good working relationships and coordination exist with area personnel and with management. Assistance and support are provided as needed. Management is properly informed. 5. Loan processing functions are completed in accordance with established policies and procedures. 6. The Company’s professional reputation is maintained and conveyed. QUALIFICATIONS EDUCATION/CERTIFICATION: High school graduate or equivalent. REQUIRED KNOWLEDGE: Understanding of loan products and services. Knowledge of loan processing functions and related requirements and procedures. EXPERIENCE REQUIRED: One to two years of varied office experience preferred. SKILLS/ABILITIES: Strong typing abilities. Good verbal public relations skills. Able to operate calculator, word processor, and related computer applications. Well organized. PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION FINGER DEXTERITY: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. TALKING: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. AVERAGE HEARING: Able to hear average or normal conversations and receive ordinary information. REPETITIVE MOTION: Movements frequently and regularly required using the wrists, hands, and/or fingers. AVERAGE VISUAL ABILITIES: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. PHYSICAL STRENGTH: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.) WORKING CONDITIONS NONE: No hazardous or significantly unpleasant conditions (such as in a typical office). MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION REASONING ABILITY: Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. MATHEMATICS ABILITY: Ability to perform basic math skills, use decimals to compute ratios and percents, and to draw and interpret graphs. LANGUAGE ABILITY: Ability to use passive vocabulary of 5,000-6,000 words; read at a slow rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs. Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary.
Contact
Toni Frady
4041 E 52nd Street
Odessa, TX
432-368-3037

07/24/2014
Southwest 66 Credit Union
VP of Lending
Full Time

Job Info
POSITION PURPOSE Responsible for the management, operation and oversight of the Consumer Lending, and Collection Departments, Serve as a strategic partner of the leadership team. Contribute to the development and implementation of the overall strategic plan involving demographic growth of the lending and collections department of Southwest 66 Credit Union. Ensures established policies and procedures are followed. Oversees provision of a full range of services to members and prospective members. Ensures members are promptly and professionally served. Trains, directs, and supervises branch staff. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for the effective and efficient performance of departmental operations. a. Supervises work scheduling and workflow of daily routine operations. b. Ensures operations are conducted in accordance with established Company policies and with legal and regulatory requirements. c. Ensures branch security. Opens and closes the building in accordance with set hours and tests security equipment quarterly. d. Acts as a Loan Officer, processing and approving customer loans within established policies and limits. e. Supervises and assists with customer service functions. Cross sells Company services. f. Implements changes to established policies and procedures within the branch. 2. Assumes responsibility for the lending and collections operation. a. Ensures the established lending goals and objectives are met and in accordance with establish policies, procedures, regulatory and legal requirements. b. Ensures the established collections goals and objectives are met and in accordance with establish policies, procedures, regulatory and legal requirements. c. Evaluate underwriting guidelines and criteria using market trends and risk analysis to ensure competitve positioning in the market. 3. Effectively supervises branch staff, ensuring optimal performance. a. Provides leadership through effective objective setting and communication. b. Directly supervises all departmental personnel. Ensures high quality work and efficiency in operations are maintained. Determines work methods and flow through assigning, directing, coordinating, and reviewing tasks. c. Conducts regular meetings with departmental employees to inform and train. Discusses areas needing improvement and changes in procedure. d. Conducts weekly meetings with department staff to coordinate activities for the following week. e. Ensures personnel are well trained in all phases of their respective jobs. Completes orientation of new employees in departmental procedures. Performs cross training as necessary. f. Ensures personnel are effective and optimally used. Determines appropriate staffing levels for proper utilization of human resources. g. Tracks individual progress and conducts performance appraisals on each employee at least twice annually. Formulates and implements corrective actions as needed. Recommends promotions for employees as appropriate. Provides leadership training to employees seeking management opportunities. h. Approves all sick leave, vacation, overtime, and time cards for each branch employee. Keeps accurate payroll and attendance records. 4. Assumes responsibility for establishing and maintaining effective, professional business relations with members. a. Ensures members' requests and questions are promptly resolved. Handles members' complaints. b. Ensures members are informed of Company services and policies. Counsels members regarding their financial needs and services requested. c. Ensures the Company's quality reputation is maintained and projected. 5. Assumes responsibility for the effective administration of departmental functions. a. Ensures departmental operations are well coordinated with accounting, loan processing, and credit functions. b. Manages and oversees expenses. Pursues cost-saving measures. c. Continually seeks ways to improve department operations and productivity and to meet established goals. d. Prepares periodic department activity reports and makes recommendations to management for improvements. e. Ensures proper maintenance and general housekeeping of the building, grounds, work areas, desks, and equipment is carried out. f. Ensures adequate supplies, forms, and equipment are available for personnel. g. Institutes prudent safety measures. h. Keeps management informed of department activities, progress toward established objectives, and of any significant problems. Requests assistance when necessary. 6. Assumes responsibility for related functions as required or assigned. a. Fills in and performs duties in departmental positions as needed. b. Attends assigned training sessions and stays current on new operational procedures. PERFORMANCE MEASUREMENTS 1. Departmental services are efficiently and effectively delivered in accordance with established Company policies and standards. 2. Current customer accounts are maintained or expanded and additional ones solicited. Good business relationships exist with members and their questions and problems are promptly resolved. 3. Department personnel are well trained and efficient, and their activities well coordinated. 4. Required reports and records are accurate and timely. 5. Management is appropriately informed of area activities and of any significant problems. Suggestions are provided for improved efficiency or effectiveness in operations. 6. Good working relationships exist with branch personnel. Assistance is provided as needed. 7. Department transactions, loan volumes, expenses, and profitability are in line with Company standards. QUALIFICATIONS EDUCATION/CERTIFICATION: Minimum: Bachelors in Business Administration Preferred: Masters in Business Administration REQUIRED KNOWLEDGE: Minimum: Thorough knowledge of Company services and products. Understanding of related legal and regulatory requirements. Preferred: Familiarity with Branch functions, policies, and procedures. EXPERIENCE REQUIRED: Minimum Four years of related experience in a financial institution & of two years of supervisory experience. Preferred Seven years of related experience in a financial institution & three years of supervisory experience, SKILLS/ABILITIES: Strong interpersonal, leadership, and supervisory skills. Well organized. Ability to operate related computer applications and related business equipment. Attention to detail. Ability to maintain an effective and efficient workflow. PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION VERBAL: Ability to convey verbal information clearly and concisely. AUDIBLE: Ability to hear and understand normal audible conversations. REPETITIVE MOTION: Ability to perform frequent repetitive movement of the wrists, hands, and/or fingers. VISUAL: Ability to inspect and prepare standard 10-12 font documents. PHYSICAL STRENGTH: Sedentary work; Primarily Sitting & Ability to Lift/Exert 10Lbs of Force. WORKING CONDITIONS NONE: No hazardous or significantly unpleasant conditions (such as in a typical office). MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION REASONING ABILITY: a. Ability to apply logical or scientific thinking to define problems, collect data, establish facts, and draw reasonable conclusions or develop solutions. b. Able to interpret a variety of technical instructions and can deal with multiple variables. c. Ability to operate standard office equipment. MATHEMATICS ABILITY: a. Ability to compute discount, interest, profit, and loss; commission markup and selling price; and ratio, proportion, and percentage. b. Able to perform very simple algebra and computational logic. LANGUAGE ABILITY: a. Ability to read periodicals, journals, manuals, dictionaries, thesauruses, and encyclopedias. b. Ability to prepare business letters, proposals, summaries, and reports using prescribed format and conforming to all rules of punctuation, grammar, diction, and style. c. Ability to conduct training, communicate at panel discussions, and make professional presentations.
Contact
Toni Frady
4041 E 52nd Street
Odessa, TX
432-368-3037

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