• Plan, organize, and manage the daily activities of the service center
• Oversee teller operations such as member interaction, account opening, underwriting, processing, and closing of loans
• Support staff through activities such as computer input, preparations for first and second mortgages, preparation of loans recommendation for the Lending Review Committee, and discussion of denials with members
• Direct and manage delivery system options within the service center to provide quality, efficient member service
• Hire, train, coach, appraise, mentor, and reward staff, acknowledge staff feedback or concerns
• Manage personnel activities of staff
• Set goals and objectives for team members, guide staff in developing action plans to reach stated goals
• Cultivate a strong team by building trust among staff
• Oversee the advancement or disciplinary matters of staff, and recommend termination when necessary
• Ensure the service center's physical facilities are maintained
• Cultivate a service and sales culture within the service center to attain established goals
• Promote and coordinate products and services provided by CUSOs
• Foster the “All Team” culture within the organization by providing open lines of communication and cooperation between all areas
• Represent Suncoast Credit Union at community events
• Assist Regional Vice President in the establishment of performance goals for the service center and each team member
• Assist the Regional Vice President with developing and implementing long-term and short-term business objectives
• Assist senior management with regulatory compliance to ensure the credit union is in accordance with applicable laws and government regulations
• Interpret and implement management policies for the service center
• Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise
• Maintain expert knowledge and understanding of the credit union products, services, policies, procedures, and guidelines
• Attend educational events to increase professional knowledge
• Complete annual BSA/AML compliance training and understands employee’s role in maintaining an effective BSA/AML compliance program
• Complete FACT Act Red Flag training

• Bachelor’s degree in business or related field preferred
• 5+ years of financial management experience
• Ability to prioritize tasks, deal effectively with competing and changing priorities to meet deadlines
• Accurate, detail-oriented, and organized with task management
• Ability to analyze and resolve complex problems
• Strong organization, prioritization, and analytical skills to effectively attain goals set for the service center
• Strong communication skills (written, verbal and interpersonal) to interact effectively with members, staff, vendors, board of directors, government regulators, and community leaders
• Ability to communicate policies, practices, and procedures for direct reports and other stakeholders to understand
• Must exercise logical reasoning and independent discretion in all areas of responsibility
• Must be able to maintain a high level of confidentiality
• Strong knowledge and understanding of the credit union products, services, policies, and procedures pertinent to the job including mortgages, consumer loans, and deposit products.
• Strong knowledge and understanding of regulatory compliance necessary to successfully perform job responsibilities including but not limited to; to SAFE ACT and BSA/AML.
• Strong knowledge and understanding of all credit union computer systems and software applications required to perform job duties

Safe Act Statement

This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (NMLS) and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Suncoast Credit Union policies and procedures.

Physical Demands