Job Description: The Role As SVP, Alternative Investments: Private Markets, you will provide strategic leadership for the Private Markets Alternatives team within Fidelity Fund and Investment Operations (FFIO), Fidelity's asset servicing division. This role is instrumental in supporting the end-to-end operational and platform needs of Fidelity's growing Alternative Investments business, as part of the FFIO senior leadership team. The ideal candidate will possess in-depth knowledge of private markets, including private credit, private equity, and real assets. Responsibilities include setting strategic direction, leading day-to-day management of the Private Markets team, driving process improvements, proactively managing risk, and fostering cross-organizational education around private markets. The SVP will be a solution-oriented, trusted leader committed to advancing FFIO and Fidelity through business partnership, platform modernization, talent development, and stewardship. The Expertise and Skills You Bring Bachelor's degree required; MBA or other advanced degree preferred 15+ years broad financial services operations experience 15+ years operations leadership experience with increasing responsibility 15+ years investment product experience with mutual funds, ETFs, ERISA, alternatives, and other institutional products An in depth knowledge of Alternative Markets (Private Credit, Private Equity and/or Real Assets) and the end-to-end investment process of such products Experience in leading or exposure to Investment Operations (Trade Operations, Corporate Actions, Cash Management, Fund Accounting, Financial Reporting/Regulatory Filings, Recon) and product oversight experience required Design, drive and execute a program of transformation that incorporates day-to-day operations and corresponding technology platform development/optimization Ability to take initiative, negotiate effectively, manage competing priorities, and motivate teams Build positive relationships at senior levels and gains trust and respect of peers and business partners to effectively negotiate sophisticated solutions across a variety of investment products The Team As part of the FFIO Leadership team, this role reports directly to the head of Fidelity Fund and Investment Operations. We have a steadfast dedication to supporting our business partners, and we are passionate about driving innovation in everything we do. The role will work closely with the head of FFIO, the FFIO Senior Leadership Team, and will provide direct staff management at the Vice President level with extended staff ranging from analyst through director. The collective team spans multiple locations, including Boston, MA, Merrimack, NH, and Westlake, TX, as well as global presence in Ireland, Hong Kong, and India. The base salary range for this position is $185,000-$400,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Investment Operations
12/06/2025
Full time
Job Description: The Role As SVP, Alternative Investments: Private Markets, you will provide strategic leadership for the Private Markets Alternatives team within Fidelity Fund and Investment Operations (FFIO), Fidelity's asset servicing division. This role is instrumental in supporting the end-to-end operational and platform needs of Fidelity's growing Alternative Investments business, as part of the FFIO senior leadership team. The ideal candidate will possess in-depth knowledge of private markets, including private credit, private equity, and real assets. Responsibilities include setting strategic direction, leading day-to-day management of the Private Markets team, driving process improvements, proactively managing risk, and fostering cross-organizational education around private markets. The SVP will be a solution-oriented, trusted leader committed to advancing FFIO and Fidelity through business partnership, platform modernization, talent development, and stewardship. The Expertise and Skills You Bring Bachelor's degree required; MBA or other advanced degree preferred 15+ years broad financial services operations experience 15+ years operations leadership experience with increasing responsibility 15+ years investment product experience with mutual funds, ETFs, ERISA, alternatives, and other institutional products An in depth knowledge of Alternative Markets (Private Credit, Private Equity and/or Real Assets) and the end-to-end investment process of such products Experience in leading or exposure to Investment Operations (Trade Operations, Corporate Actions, Cash Management, Fund Accounting, Financial Reporting/Regulatory Filings, Recon) and product oversight experience required Design, drive and execute a program of transformation that incorporates day-to-day operations and corresponding technology platform development/optimization Ability to take initiative, negotiate effectively, manage competing priorities, and motivate teams Build positive relationships at senior levels and gains trust and respect of peers and business partners to effectively negotiate sophisticated solutions across a variety of investment products The Team As part of the FFIO Leadership team, this role reports directly to the head of Fidelity Fund and Investment Operations. We have a steadfast dedication to supporting our business partners, and we are passionate about driving innovation in everything we do. The role will work closely with the head of FFIO, the FFIO Senior Leadership Team, and will provide direct staff management at the Vice President level with extended staff ranging from analyst through director. The collective team spans multiple locations, including Boston, MA, Merrimack, NH, and Westlake, TX, as well as global presence in Ireland, Hong Kong, and India. The base salary range for this position is $185,000-$400,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Investment Operations
Job Description: The Role As SVP, Alternative Investments: Private Markets, you will provide strategic leadership for the Private Markets Alternatives team within Fidelity Fund and Investment Operations (FFIO), Fidelity's asset servicing division. This role is instrumental in supporting the end-to-end operational and platform needs of Fidelity's growing Alternative Investments business, as part of the FFIO senior leadership team. The ideal candidate will possess in-depth knowledge of private markets, including private credit, private equity, and real assets. Responsibilities include setting strategic direction, leading day-to-day management of the Private Markets team, driving process improvements, proactively managing risk, and fostering cross-organizational education around private markets. The SVP will be a solution-oriented, trusted leader committed to advancing FFIO and Fidelity through business partnership, platform modernization, talent development, and stewardship. The Expertise and Skills You Bring Bachelor's degree required; MBA or other advanced degree preferred 15+ years broad financial services operations experience 15+ years operations leadership experience with increasing responsibility 15+ years investment product experience with mutual funds, ETFs, ERISA, alternatives, and other institutional products An in depth knowledge of Alternative Markets (Private Credit, Private Equity and/or Real Assets) and the end-to-end investment process of such products Experience in leading or exposure to Investment Operations (Trade Operations, Corporate Actions, Cash Management, Fund Accounting, Financial Reporting/Regulatory Filings, Recon) and product oversight experience required Design, drive and execute a program of transformation that incorporates day-to-day operations and corresponding technology platform development/optimization Ability to take initiative, negotiate effectively, manage competing priorities, and motivate teams Build positive relationships at senior levels and gains trust and respect of peers and business partners to effectively negotiate sophisticated solutions across a variety of investment products The Team As part of the FFIO Leadership team, this role reports directly to the head of Fidelity Fund and Investment Operations. We have a steadfast dedication to supporting our business partners, and we are passionate about driving innovation in everything we do. The role will work closely with the head of FFIO, the FFIO Senior Leadership Team, and will provide direct staff management at the Vice President level with extended staff ranging from analyst through director. The collective team spans multiple locations, including Boston, MA, Merrimack, NH, and Westlake, TX, as well as global presence in Ireland, Hong Kong, and India. The base salary range for this position is $185,000-$400,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Investment Operations
12/06/2025
Full time
Job Description: The Role As SVP, Alternative Investments: Private Markets, you will provide strategic leadership for the Private Markets Alternatives team within Fidelity Fund and Investment Operations (FFIO), Fidelity's asset servicing division. This role is instrumental in supporting the end-to-end operational and platform needs of Fidelity's growing Alternative Investments business, as part of the FFIO senior leadership team. The ideal candidate will possess in-depth knowledge of private markets, including private credit, private equity, and real assets. Responsibilities include setting strategic direction, leading day-to-day management of the Private Markets team, driving process improvements, proactively managing risk, and fostering cross-organizational education around private markets. The SVP will be a solution-oriented, trusted leader committed to advancing FFIO and Fidelity through business partnership, platform modernization, talent development, and stewardship. The Expertise and Skills You Bring Bachelor's degree required; MBA or other advanced degree preferred 15+ years broad financial services operations experience 15+ years operations leadership experience with increasing responsibility 15+ years investment product experience with mutual funds, ETFs, ERISA, alternatives, and other institutional products An in depth knowledge of Alternative Markets (Private Credit, Private Equity and/or Real Assets) and the end-to-end investment process of such products Experience in leading or exposure to Investment Operations (Trade Operations, Corporate Actions, Cash Management, Fund Accounting, Financial Reporting/Regulatory Filings, Recon) and product oversight experience required Design, drive and execute a program of transformation that incorporates day-to-day operations and corresponding technology platform development/optimization Ability to take initiative, negotiate effectively, manage competing priorities, and motivate teams Build positive relationships at senior levels and gains trust and respect of peers and business partners to effectively negotiate sophisticated solutions across a variety of investment products The Team As part of the FFIO Leadership team, this role reports directly to the head of Fidelity Fund and Investment Operations. We have a steadfast dedication to supporting our business partners, and we are passionate about driving innovation in everything we do. The role will work closely with the head of FFIO, the FFIO Senior Leadership Team, and will provide direct staff management at the Vice President level with extended staff ranging from analyst through director. The collective team spans multiple locations, including Boston, MA, Merrimack, NH, and Westlake, TX, as well as global presence in Ireland, Hong Kong, and India. The base salary range for this position is $185,000-$400,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Investment Operations
Do you have executive-level leadership experience in the areas of real estate, consumer and/or business lending at a mid- to large-size financial institution? Do you have a passion for leading lending strategies that strengthen communities? Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and externally? If so, we'd love to talk with you about Monterra Credit Union's Senior Vice President and Chief Lending Officer Position! Located in the heart of the Bay Area, Monterra Credit Union is a community-centric and growth-oriented financial institution. We invest in the success of people and our community by giving back, making things easier, and committing ourselves to our members' potential. Diversity, equity and inclusion are critical to our success, and we value the varied backgrounds and experiences that everyone brings to our organization. If you value collaboration, forward-thinking, and giving back, this just might be the place for you. SALARY & BENEFITS Monterra Credit Union reflects the value placed on employees by providing an excellent salary and benefits package: Starting pay of $275,000 - $325,000 per year depending on experience Semi-annual bonuses for meeting key financial and operational goals Medical, Dental, Vision, Life, and Long-Term Disability insurances 401(k) including generous matching contributions 457(b) deferred compensation plan Discounts on financial products and services, including mortgage and auto loans Paid time off, tuition reimbursement, and much more! POSITION SUMMARY The Senior Vice President & Chief Lending Officer (SVP/CLO) serves as a senior-level executive working with the CEO, executive team, and the Board of Directors to develop the strategic vision of Monterra Credit Union. The CLO is responsible for leading and managing the credit union's lending operations and sales. The CLO is pivotal in ensuring Monterra Credit Union's lending program achieves growth and profitability goals while maintaining the highest level of credit quality and regulatory compliance. The CLO will collaborate with departments throughout Monterra Credit Union to develop strategies and achieve goals. Supervises: VP of Real Estate Lending, VP of Consumer Lending, VP of Credit Risk, and Director of Business Lending, and is responsible for planning, directing, managing, and evaluating all Commercial Lending, Consumer Lending, Residential Real Estate Lending, Secondary Market, foreclosure and loan modification activities, and financial assistance and credit risk management activities for Monterra Credit Union. The position is also a member of the Senior Leadership Team (SLT) providing overall strategic leadership to the organization. PRIMARY RESPONSIBILITIES Plans, organizes and effectively runs all lending lines of business including Commercial Lending, Consumer Lending, and Residential Real Estate Lending including all lending production, compliance and servicing. Also oversees financial assistance, fraud and credit risk functions. Oversees Commercial Lending, Consumer Lending, Residential and Real Estate Lending, and Financial Assistance and Fraud personnel, including coaching and mentoring of direct reports, setting semi-annual goals, conducting semi-annual performance reviews, recommending promotions and salary changes. Proactively drives new strategies by anticipating and planning for future organizational needs, member/product needs, and ensure all staff understands the overall vision in regards to the strategic goals. Serves as a member of the SLT by actively participating in SLT meetings, mentoring and holding peers and staff responsible for all areas that impact the strategic plan, as well as contributes to high quality member service, growth, risk management and profitability of Monterra Credit Union. Participates in developing Monterra Credit Union's Strategic Plan, Annual Business Plan ("Bold Steps"), and Budget. Works with cross-functional teams in carrying out strategic initiatives. Provides relevant lending-related and credit risk-related input to the annual budget, and maintains accountability for achieving budgetary goals and limits. Determines success measures and service levels for Commercial Lending, Consumer Lending, Residential Real Estate Lending, and financial assistance and fraud, and distills relevant performance data for reporting on a monthly basis. Participates on and is a voting member of the Asset-Liability Management Committee (ALCO) in actively managing Monterra Credit Union's interest rate risk, setting pricing on loans and deposits, managing net interest margin, and managing liquidity to ensure strong earnings while staying within Monterra Credit Union's interest rate and liquidity risk tolerances. Participates on the Credit Risk Management Committee (CRMCO) in actively managing credit risk though sophisticated credit risk analytics, sound internal controls and operating procedures, and solid underwriting practices as a means of delivering on Monterra Credit Union's lending-related value propositions while staying within Monterra Credit Union's credit risk tolerances. Coordinates all Loan Committee meetings for review of new Commercial Real Estate loans. Responsible for directing all secondary market activities, including loan sales, investor servicing, mortgage servicing asset valuation. Owner of MeridianLink - LoansPQ system, which includes contract management, receiving/responding to any system notifications and alerts, vendor accountability, compliance, etc. Works closely with the System Administrators and System Subject Matter Experts as needed to ensure the system is working properly and to its fullest extent. Represents Monterra Credit Union in the community by attending community functions and participating on select Boards. Provides hands-on leadership for trouble-debt restructures, loan modifications, and foreclosures. Recruits, selects, motivates, develops and evaluates staff. Completes, understands and utilizes analytics to review and forecast department, product, and various other metric successes. Evaluates the impact and status of various initiatives. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and laws enforced by the Office of Foreign Assets Control. Provides service that aligns with the Credit Union's mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals. PHYSICAL DEMANDS The physical demands and work environment characteristics described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing duties of the job, employee may be required to use frequent physical activities include sitting, standing, reaching, walking, talking, bending, and constant use of hands. Employee must occasionally lift and/or move up to 5 pounds. Employee may occasionally work overtime. These activities are not necessarily performed to the same degree and combination every day. Apply Now for Consideration! Monterra Credit Union is an equal-opportunity employer. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, disability, or protected veteran status. Qualifications Minimum of a bachelor's degree in a related field. Minimum of 10 years' experience in lending for a mid- to large-size financial institution or mortgage broker Ability to plan, organize and effectively run multi-faceted and dynamic Commercial Lending, Consumer Lending and Residential Real Estate Lending of a mid- to large-size financial institution. Strong leadership skills with a proven ability to lead, motivate, and supervise employees. Current knowledge of all laws, rules and regulations pertaining to lending. Thorough knowledge of all aspects of financial institution operational methods practices and services. Ability to analyze problems and opportunities, identify and evaluate alternatives, and develop sound, effective approaches. Ability to plan, implement, and evaluate the achievement of goals, objectives, and work plans. Strong data analytics capabilities. Ability to evaluate and decision real estate and consumer loan exceptions. Knowledge of Commercial Lending programs, operations and methodologies. Ability to establish and maintain effective working relationship with a diverse group of people including Board Members, regulators, Members, employees, attorneys, vendors, and other parties. Knowledge of financial concepts, systems, operations, methodologies, and stands of performance. Ability to communicate effectively both verbally and in writing. Skill in the operation of a personal computer and word processing, spreadsheet, database, and presentation software and Internet access. Occasional travel may be expected.
12/04/2025
Full time
Do you have executive-level leadership experience in the areas of real estate, consumer and/or business lending at a mid- to large-size financial institution? Do you have a passion for leading lending strategies that strengthen communities? Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and externally? If so, we'd love to talk with you about Monterra Credit Union's Senior Vice President and Chief Lending Officer Position! Located in the heart of the Bay Area, Monterra Credit Union is a community-centric and growth-oriented financial institution. We invest in the success of people and our community by giving back, making things easier, and committing ourselves to our members' potential. Diversity, equity and inclusion are critical to our success, and we value the varied backgrounds and experiences that everyone brings to our organization. If you value collaboration, forward-thinking, and giving back, this just might be the place for you. SALARY & BENEFITS Monterra Credit Union reflects the value placed on employees by providing an excellent salary and benefits package: Starting pay of $275,000 - $325,000 per year depending on experience Semi-annual bonuses for meeting key financial and operational goals Medical, Dental, Vision, Life, and Long-Term Disability insurances 401(k) including generous matching contributions 457(b) deferred compensation plan Discounts on financial products and services, including mortgage and auto loans Paid time off, tuition reimbursement, and much more! POSITION SUMMARY The Senior Vice President & Chief Lending Officer (SVP/CLO) serves as a senior-level executive working with the CEO, executive team, and the Board of Directors to develop the strategic vision of Monterra Credit Union. The CLO is responsible for leading and managing the credit union's lending operations and sales. The CLO is pivotal in ensuring Monterra Credit Union's lending program achieves growth and profitability goals while maintaining the highest level of credit quality and regulatory compliance. The CLO will collaborate with departments throughout Monterra Credit Union to develop strategies and achieve goals. Supervises: VP of Real Estate Lending, VP of Consumer Lending, VP of Credit Risk, and Director of Business Lending, and is responsible for planning, directing, managing, and evaluating all Commercial Lending, Consumer Lending, Residential Real Estate Lending, Secondary Market, foreclosure and loan modification activities, and financial assistance and credit risk management activities for Monterra Credit Union. The position is also a member of the Senior Leadership Team (SLT) providing overall strategic leadership to the organization. PRIMARY RESPONSIBILITIES Plans, organizes and effectively runs all lending lines of business including Commercial Lending, Consumer Lending, and Residential Real Estate Lending including all lending production, compliance and servicing. Also oversees financial assistance, fraud and credit risk functions. Oversees Commercial Lending, Consumer Lending, Residential and Real Estate Lending, and Financial Assistance and Fraud personnel, including coaching and mentoring of direct reports, setting semi-annual goals, conducting semi-annual performance reviews, recommending promotions and salary changes. Proactively drives new strategies by anticipating and planning for future organizational needs, member/product needs, and ensure all staff understands the overall vision in regards to the strategic goals. Serves as a member of the SLT by actively participating in SLT meetings, mentoring and holding peers and staff responsible for all areas that impact the strategic plan, as well as contributes to high quality member service, growth, risk management and profitability of Monterra Credit Union. Participates in developing Monterra Credit Union's Strategic Plan, Annual Business Plan ("Bold Steps"), and Budget. Works with cross-functional teams in carrying out strategic initiatives. Provides relevant lending-related and credit risk-related input to the annual budget, and maintains accountability for achieving budgetary goals and limits. Determines success measures and service levels for Commercial Lending, Consumer Lending, Residential Real Estate Lending, and financial assistance and fraud, and distills relevant performance data for reporting on a monthly basis. Participates on and is a voting member of the Asset-Liability Management Committee (ALCO) in actively managing Monterra Credit Union's interest rate risk, setting pricing on loans and deposits, managing net interest margin, and managing liquidity to ensure strong earnings while staying within Monterra Credit Union's interest rate and liquidity risk tolerances. Participates on the Credit Risk Management Committee (CRMCO) in actively managing credit risk though sophisticated credit risk analytics, sound internal controls and operating procedures, and solid underwriting practices as a means of delivering on Monterra Credit Union's lending-related value propositions while staying within Monterra Credit Union's credit risk tolerances. Coordinates all Loan Committee meetings for review of new Commercial Real Estate loans. Responsible for directing all secondary market activities, including loan sales, investor servicing, mortgage servicing asset valuation. Owner of MeridianLink - LoansPQ system, which includes contract management, receiving/responding to any system notifications and alerts, vendor accountability, compliance, etc. Works closely with the System Administrators and System Subject Matter Experts as needed to ensure the system is working properly and to its fullest extent. Represents Monterra Credit Union in the community by attending community functions and participating on select Boards. Provides hands-on leadership for trouble-debt restructures, loan modifications, and foreclosures. Recruits, selects, motivates, develops and evaluates staff. Completes, understands and utilizes analytics to review and forecast department, product, and various other metric successes. Evaluates the impact and status of various initiatives. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and laws enforced by the Office of Foreign Assets Control. Provides service that aligns with the Credit Union's mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals. PHYSICAL DEMANDS The physical demands and work environment characteristics described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing duties of the job, employee may be required to use frequent physical activities include sitting, standing, reaching, walking, talking, bending, and constant use of hands. Employee must occasionally lift and/or move up to 5 pounds. Employee may occasionally work overtime. These activities are not necessarily performed to the same degree and combination every day. Apply Now for Consideration! Monterra Credit Union is an equal-opportunity employer. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, disability, or protected veteran status. Qualifications Minimum of a bachelor's degree in a related field. Minimum of 10 years' experience in lending for a mid- to large-size financial institution or mortgage broker Ability to plan, organize and effectively run multi-faceted and dynamic Commercial Lending, Consumer Lending and Residential Real Estate Lending of a mid- to large-size financial institution. Strong leadership skills with a proven ability to lead, motivate, and supervise employees. Current knowledge of all laws, rules and regulations pertaining to lending. Thorough knowledge of all aspects of financial institution operational methods practices and services. Ability to analyze problems and opportunities, identify and evaluate alternatives, and develop sound, effective approaches. Ability to plan, implement, and evaluate the achievement of goals, objectives, and work plans. Strong data analytics capabilities. Ability to evaluate and decision real estate and consumer loan exceptions. Knowledge of Commercial Lending programs, operations and methodologies. Ability to establish and maintain effective working relationship with a diverse group of people including Board Members, regulators, Members, employees, attorneys, vendors, and other parties. Knowledge of financial concepts, systems, operations, methodologies, and stands of performance. Ability to communicate effectively both verbally and in writing. Skill in the operation of a personal computer and word processing, spreadsheet, database, and presentation software and Internet access. Occasional travel may be expected.
