Teams at San Diego County Credit Union

Provides administrative and operational support to financial advisors and investment clients. Responsibilities include preparing new account documentation, resolving account inquiries, coordinating client meetings, tracking rollovers and transfers, supporting cash management and required minimum distribution outreach, processing documents and unsolicited trades, and referring clients to advisors for financial guidance. The role emphasizes accurate, compliant, high-touch client service and operational efficiency.

Prepares, verifies, funds, and maintains consumer loan files, ensuring accurate documentation, signatures, stipulations, data entry, and regulatory compliance. Processes direct and indirect auto loans, communicates with branches, members, and dealerships, resolves funding issues, tracks workflows, disburses proceeds, and provides consumer lending support. Also performs clerical file preparation, compliance activities, and occasional registration and titling support.

Develops and administers quality assurance programs for consumer lending, verifies loan data and documentation, monitors regulatory compliance, identifies process improvements, and reports audit findings and trends to management. The role maintains lending policy knowledge, supports AML/BSA compliance activities, meets service-level and regulatory timelines, and recommends corrective actions.