Job Description

Regional Administrative Coordinator II


The Regional Administrative Coordinator will collaborate many activities including calendars, events, go-to-market plans, projects, presentations, sales and service initiatives within the region that directly impact the Regional President, Regional Sales Manager, Membership Program Manager, Regional Operations Manager and all activates encompassed within Region. As such, the Regional Administrative Coordinator will be a key point of contact for all related parties including, but not limited to, Branch Managers, Assistant Branch Managers, Department leads, Business Relationship Managers, Mortgage Loan Officers and all other personnel who coordinate and encourage communication within the Region’s Leadership team. This person will also be the responsible liaison between multiple departments, branch associates, BRO’s and especially the member. It is expected that he/she will actively seek out opportunities to support upper management’s initiatives regarding sales, service and growth. He/she will also be expected to work independently but escalate more complex issues as necessary to resolve requests in a timely manner. He/she will be responsible for some administrative functions including coordinating on-boarding new associates, ordering equipment, MBR coordination, Excel, Power-point and Word to name a few.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

  • Works directly with marketing and other departments as necessary to insure transparency and efficiencies to minimize rush requests and stress

  • Monitor the status of loan files and ensure accurate and efficient processing through closing, including necessary research.

  • Interacts with management in the region to follow-up on documentation and information encouraging open communication channels

  • Monitors assigned pipeline and report backlog, capacity and conflicts to the assigned supervisor or manager.

  • Works closely with Management in assigned territory to insure sales goals are met.

  • Point person for complex questions related to initiatives within the region

  • Assists Market President and Regional Sales Manager with preparing reports, preparing agendas for team sales meetings and coordinates Market President’s calendar entries.

  • Willingness to attend events and offer assistance for varies events within the region

  • Develop an understanding of Credit Union philosophy, organization, bylaws, and operational procedures and comply with the requirements of the Bank Secrecy Act, AML, OFAC and all other applicable State and Federal Financial Institution Regulations.

Education and/or Experience

Typically a minimum of three years or the equivalent, customer service, operations, sales or portfolio management experience, preferably with work experience primarily in banking or financial service industry. Preferred expertise in conventional loan documentation. Excellent written and communications skills.

2355 W. Pinnacle Peak Rd., Phoenix, AZ 85027 USA

Application Instructions

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