GreenState Credit Union

Commercial Quality Review Analyst

US-IA-North Liberty

Job ID: 2024-4028
Type: Regular Full-Time
# of Openings: 1
Category: Commercial
GreenState Credit Union

Overview

The Quality Review Analyst is responsible for conducting quality control reviews for various processes, products, and services performed by the Commercial Services and Treasury Management departments. This position will review, monitor, track and provide reporting in accordance with Credit Union policies, procedures and regulatory requirements, as necessary.

GREENSTATE CULTURE:
At GreenState, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities.

Salary range for this position is $79,173.90-$92,563.38/Yr with a progressive benefit package.

Responsibilities

Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change:

1. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision.
2. Demonstrates a positive member service (internal and external) focus at all times.
3. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
4. Ensures confidentiality of member information.
5. Supports a diverse and inclusive work environment.
6. Adheres to all state, federal and credit union regulations, policies, and guidelines.
7. Reviews procedures and provides guidance to prepare the department for CFPB readiness.
8. Ensures all Commercial processes and procedures are accurately and consistently followed by sampling HMDA, Adverse Action, Flood, and Environmental data.
9. Ensure compliance with the Credit Union's lending policy and applicable state and federal regulations governing commercial transactions to protect the Credit Union's interest.
10. Assist with auditors and regulators on compliance reviews.
11. Assists in review of all commercial loan files.
12. Responsible for tracking, monitoring & reporting 1071 data.
13. Ensures accurate data for 1099-S Year End Interest Reporting to the Seller of Commercial Real Estate and 1098 Year End Interest Paid reportable to the IRS.
14. Accurately tracks and maintains Federal Reserve Bank and Federal Home Loan Bank pledging records.
15. Works closely with our Commercial Data team evaluating the accuracy of our reports, Pledge codes, Exam items, and all Data clean-up projects.
16. Validates information in the TM agreements and verifies the information contained within the agreements is in accordance with the member request.
17. Verifies the accuracy of completed tasks and setups within Treasury Management/Commercial Servicing online banking accounts and permissions.
18. Interprets and reviews all commercial escrow accounts.
19. Works under the direct supervision of the Commercial Services Vice President of Operations to assist in special departmental projects.
20. Attends all internal and external Commercial audit and compliance calls.
21. Works with the Operation's team to verify accuracy in all GL reporting.
22. Conducts internal audits of Pre- and Post-close file review.
23. Plays a vital role with member qualifications and MIP tracking.
24. Manages all Outstanding Commercial Audit Items developing owners and deadlines for completion.
25. Ensures all Beneficial Ownership information is up to date and accurate.
26. Monitors and tracks Effective Dated Maintenance, ACH without expiration dates, and Negative Interest.
27. Works with appropriate staff and managers to resolve conflict.
28. Identifies and recommends training opportunities to ensure that all appropriate employees and management are knowledgeable of, and comply with, pertinent federal and state standards.
29. Makes recommendations and propose solutions to mitigate errors to various departments based upon quality review findings and/or common defects.

Qualifications

1. Bachelor's degree required in related field.
2. Minimum of five years of real estate or previous related work experience
3. Must be bondable.
4. Ability to coordinate and prioritize assignments and organize work efficiently for timely completion. Strong time management skills required to manage multiple assignments on time.
5. Ability to develop and maintain effective working relationships with co-workers.
6. Excellent figure aptitude, with accuracy and attention to detail required.
7. Knowledge of procedures, processes, and regulations as they relate to Commercial State and NCUA guidelines.
8. Availability and willingness to work additional hours as dictated by the workload.
9. A strong working knowledge of local area network directories, protocol, and general maintenance procedures.
10. Strong analytical skills with excellent verbal, written and interpersonal communication skills.
11. Self-directed nature, ability to work independent of supervision, and ability to follow directions.
12. Maturity and discretion to manage confidential information.

Reporting Relationship
Reports to the Vice President/Commercial Operations

Supervisory Responsibilities
This position is not responsible for the supervision of others.

Equal Opportunity Employment Statement
GreenState Credit Union is an EEO/AA Employer. M/F/Veteran/Disability. We strongly encourage minorities, veterans, and individuals with disabilities to apply for openings with the credit union. #ID

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