Montana Jobs

facebook youtube linkedin
Mobile Montana Labor & Industry Mobile Logo

Job Information

Whitefish Credit Union Consumer Quality Assurance Specialist in Kalispell, Montana

Position Title : Consumer Quality Assurance Specialist

Organizational Relationships : Reports to Consumer Loan Servicing Manager

Supervisory Responsibilities: N/A

General Function: Under direct supervision, process and complete all new purchase consumer loans, work to secure liens on all currently owned vehicles, and process all remaining signature and share secured loans. Assist and support the Consumer Loan Servicing Manager with all facets of new consumer loans, paid-off consumer loans, consumer loan purchasing and consumer loan refinancing. Assist other team members when and as needed. Report to Consumer Loan Servicing Manager.

Position Functions:

  • Prioritize all other items in work flow at the beginning of each work day, to determine most important and time-sensitive tasks and projects; check all other items in work flow at the end of each work day, to determine which tasks need to be done as soon as possible on the following work day.

  • Perform all Quality Assurance-related tasks and projects which are requested and required by Consumer Loan Servicing Manager and Departmental need.

  • Follow all established Consumer Quality Assurance procedures as explained and trained by Consumer Loan Servicing Manager; and learn, recommend and implement Consumer Quality Assurance procedures as necessary and applicable.

  • Consult and discuss recommendations with Consumer Loan Servicing Manager before implementation to facilitate overall Departmental efficiency.

  • Solve all Member-related Consumer Quality Assurance issues immediately.

  • Ask for assistance from other Quality Assurance Department personnel when immediate follow-up to a consumer Quality Assurance issue is not possible due to training requirements or personal absence.

  • Cross-train with other Department Personnel to enable continued work flow.

  • Self-monitor to ensure timeliness and accuracy of work.

  • Maintain ongoing communication with Consumer Loan Servicing Manager, informing them of all pertinent problems, new developments, changes and other important information.

  • Work proactively and positively with other Quality Assurance Department personnel to ensure a “team effort” and prompt Member service.

  • Divide work equally with other Quality Assurance Specialist(s) to ensure fair division of labor throughout Quality Assurance Department at all times.

  • Assist other Quality Assurance Department personnel by answering questions, solving problems and helping with complex work-related matters.

  • Work effectively with all other Whitefish Credit Union personnel.

  • Follow all Whitefish Credit Union, Montana and Federal information privacy guidelines.

  • Adhere to all Whitefish Credit Union policies and procedures.

  • Report to work on time and as scheduled.

  • Perform other duties as assigned.

    Position Requirements:

  • Ability to communicate effectively verbally, in writing, and over the phone, with Supervisor, President / CEO, Members, Volunteers, Co-workers, and Senior Management Team.

  • Excellent problem solving skills.

  • Ability to follow oral and written instructions.

  • Strong analytical and organizational skills.

  • Ability and willingness to work both independently and as part of an established Quality Assurance team.

  • Ability and willingness to learn on the job and improve Quality Assurance-related skills. within context of Whitefish Credit Union policies and procedures over time.

  • Ability to prioritize work and juggle multiple simultaneous projects.

  • Ability and willingness to work with a variety of office equipment and software systems.

  • Ability to sit for prolonged periods of time over the course of an 8-hour day.

    Required Education and Experience:

  • Associates or Bachelor’s degree in accounting, finance or banking preferred but not required.

  • 1-2 years professional experience with accounting or lending procedures preferred but not required

    This job description is to be considered a general outline of the duties and responsibilities of this position and is subject to changes and revisions by management at any time. Responsibilities are listed as guidelines only and the job is not necessarily limited to these specifications.