BENEFITS:

• Medical, Dental & Vision Insurance

• Paid Short-Term Disability, Life Insurance and AD&D

• Paid Federally Recognized Holidays

• Vacation, Birthday, Floating Holiday & Sick Leave

• Tuition Reimbursement

• 401(k) with Employer Match

• Pension Plan

• Opportunities for advancement

OVERALL JOB PURPOSE

At Sandia Area, every position plays a vital role in fulfilling our mission to deliver high-value banking and lending services that strengthen the financial well-being of our members and community. Each team member is expected to embody our core values of Service, Sustainability, Efficiency, Trust, Stewardship, and Growth, contributing to our vision of empowering lifelong achievement through better banking. While specific responsibilities vary by role, every position carries universal expectations aligned with its level of responsibility and authority across the organization.

As a(n) Member Records Supervisor  at Sandia Area, you are responsible for delivering excellent service while maintaining personal accountability in your actions and behaviors. By prioritizing member satisfaction and operational efficiency, you directly contribute to the organization’s mission of strengthening financial well-being for our members and community. You are entrusted to uphold our values in every interaction, ensuring trust, accuracy, and a focus on service excellence.

Reporting directly to the Loan Servicing Director, the Member Records Supervisor  is responsible for supervising the Member Records department and enforces Credit Union policies and procedures. Maintains records, lending files, lien filing and recording for the Credit Union.

DUTIES AND RESPONSIBILITIES

Department Operational Support

• Supervises the Member Records department. This includes hiring, training, evaluating, scheduling hours, work assignments, adjusting wages, controlling quality and costs, and disciplining department staff.

•  Ensures that the Member Records staff is trained and cross-trained in all phases of their jobs and proactively supports lending departments and branch personnel.

• Ensures Loan Servicing Director is kept fully informed on performance and development of member records staff and all of factors influencing the department.

Transaction & Account Support

• Oversees the compliance and processing of all member records functions, including the processing of credit life, disability, debt protection and GAP claims, lien releases, etc.Manages lien perfection and release on all secured collateral.

• Ensures that member records are archived appropriately for short-term and labeled correctly for long-term storage.

• Provides loan pay off reports in a manner that supports the recapture of loans.

• Processes all DMV related paperwork.

• Ensures proper retention of IRA files to include the creation and upkeep of the file documents.

• Ensures reconciliation of DMV related GLs to ensure accurate amounts are collected for lien filing.

Expectations of all Sandia Area employees

• Demonstrate a strong commitment to upholding the organization’s mission, vision, and values in all interactions and responsibilities.

• Represent the credit union with professionalism, integrity, and ethical conduct at all times.

• Maintain a thorough understanding and strict adherence to credit union regulations, compliance requirements, policies, procedures, and operational guidelines.

• Consistently meet deadlines as assigned while ensuring accuracy, efficiency, and adherence to quality standards.

• Foster a positive and supportive environment for both members and employees, ensuring interactions align with the credit union’s mission and service philosophy.

• Adhere to all regulatory and compliance policies, upholding the highest standards of security, confidentiality, and ethical financial practices in all interactions.

• Maintain the confidentiality and security of information, records, and sensitive data, in compliance with credit union policies and regulatory requirements.

• Adapt to evolving responsibilities, taking on additional duties as assigned to support the success of the organization.

• Demonstrate a commitment to continuous learning, professional development, and staying informed on industry trends and best practices.

• Willing to undergo background and credit checks as required by federal and state regulations.

• Understand and comply with all policies, procedures, and legal guidelines, including adherence to the Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), and other applicable financial regulations.

KNOWLEDGE, SKILLS, AND ABILITIES

• Expertise in processing MVD documentation and lien filing with a requisite understanding of financial institution operations.

• Knowledge of general numerical filing systems.

• Requires excellent analytical skills.

• Proficient computer skills, especially word processing and spreadsheet programs.

• High level of organizational skills.

• Ability to adjust priorities to meet deadlines

• Exceptional time management and organizational skills, with the ability to prioritize tasks, manage multiple responsibilities, and adapt to a fast-paced environment.

• Proactive in seeking professional growth, embracing both formal and informal development opportunities, and demonstrating adaptability to new responsibilities.

• Team-oriented with a strong collaborative mindset, actively supporting team members and contributing to a positive and high-performing environment.

• Proficient in Microsoft Office, including Outlook, Word, Excel, and PowerPoint.

• Ability to perform essential functions, including the ability to lift up to 40 lbs. and traverse a ladder.

EDUCATION AND EXPERIENCE REQUIREMENTS

• HSD or GED

  • Directly related experience, in addition to minimum years required, may be considered as a substitution.

• Three (3)year(s) of applicable experience required.

• General knowledge of credit unions and lending processes desired.

*** Please submit an employment application to www.sandia.org/careers ***

Sandia Area Federal Credit Union (SAFCU) is an Equal Opportunity Employer.

Sandia Area Federal provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.