POSITION SUMMARY
Serves as a member of the EFCU senior management team, helping establish and implement major goals and strategic objectives for EFCU and broader Everence Financial lending initiatives. Provides leadership for all aspects of lending across Everence, including management of the loan portfolio and underwriting for consumer, mortgage, and business loans. Oversees collections and loan servicing functions.
RESPONSIBILITIES AND DUTIES
- Develop and implement effective lending strategies, policies, products, and procedures across all Everence entities.
- Maintain strong performance and quality across all lending functions and services.
- Ensure lending staff are effective, well equipped, and properly trained.
- Supervise, coach, and support personnel to achieve optimal performance.
- Maintain effective communication and coordination with Everence personnel, management, and members.
- Coordinate lending activities across related Everence departments, branches, and channels.
- Provide leadership to the Everence Church Loan Committee, including process and policy updates and church and commercial loan requests for final decisions.
- Lead new initiatives, including the Everence Impact Fund and other product or balance sheet opportunities.
QUALIFICATIONS
Education:
Bachelor’s degree in finance/related field or an equivalent combination of formal financial services training and experience
Experience:
Minimum seven years of related progressive lending experience in a credit union or similar financial institution
Skills and Abilities:
- Comprehensive knowledge of Everence loan products, policies, and standards
- Knowledge of lending-related regulations and legal requirements, including collections, insurance, and related functions
- Strong leadership, supervisory, and interpersonal abilities
- Ability to design efficient systems and structures
- Strong organizational, managerial, and problem-solving skills
- Strong analytical skills and attention to detail
- Ability to maintain effective, efficient workflows
- Understanding and appreciation of Anabaptist values and community
- Alignment in supporting the Everence mission of empowering financial well-being for faith-inspired living
SUPERVISORY RESPONSIBILITIES: Yes
SCHEDULE: Full-time
Skills Required
- Bachelor's degree in finance or a related field, or an equivalent combination of formal financial services training and experience
- At least seven years of progressive lending experience in a credit union or similar financial institution
- Comprehensive knowledge of Everence loan products, policies, and standards
- Knowledge of lending-related regulations and legal requirements, including collections and insurance
- Strong leadership, supervisory, and interpersonal abilities
- Ability to design efficient systems and structures
- Strong organizational, managerial, analytical, and problem-solving skills
- Strong attention to detail and ability to maintain effective, efficient workflows
- Understanding and appreciation of Anabaptist values and community
- Alignment with Everence's mission of empowering financial well-being for faith-inspired living
What We Do
Everence is a faith-based, member-owned financial services organization with Anabaptist roots. It helps individuals, organizations and congregations integrate finances with faith through a national team of professionals. Its offerings include banking, insurance, investments, asset management and financial planning, alongside community benefits and stewardship education. The organization aims to help customers align money decisions with their faith and values in everyday financial life.
