Sr Consumer Lending Projects Coordinator

J  o  b    D  e  s  c  r  i  p  t  i  o  n

THE DETAILS

Job Code:

12109

Grade:

23S

Status:

Exempt

POSITION AND PURPOSE

This position is responsible for the strategic direction, implementation, execution, and management of enterprise-wide projects and internal initiatives for Consumer Lending. The role includes spearheading research and development of innovative concepts, solutions, and digital applications that align with the credit union's strategic goals. A key focus is on reducing paper usage through digitization while creating process efficiencies. This position oversees the coordination and execution of highly complex product, service, and system upgrades, ensuring seamless integration and consistent alignment with organizational commitments. As the single point of contact for these initiatives, the role ensures successful delivery through comprehensive project management, leveraging expertise in technical systems and requires a high level of cross-functional collaboration. Additionally, this role requires research techniques, analytical skills, and project management strategies to drive continuous innovation and support leadership within servicing.

WHO WE ARE

Golden 1 Credit Union is among the top credit unions in the country. As a member-owned, not-for-profit cooperative, Golden 1 is guided by the credit union philosophy of “people helping people.” We are committed to empowering our members and uplifting our communities as we create a more equitable and financially inclusive California. We welcome all who embrace our Core Values.

WHO YOU ARE

You thrive in complex environments and are energized by leading initiatives that drive business transformation, operational efficiency, and exceptional member experiences.

You are a strategic thinker who can connect organizational goals to actionable plans, balancing innovation, risk, stakeholder needs, and execution.

You build strong relationships across teams, influence without authority, and consistently deliver results through collaboration, accountability, and sound judgment.

THE WORK

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Simultaneously lead several complex enterprise projects and division initiatives with varied deliverables, team members, and audiences requiring ongoing prioritization and relationship management.

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Define Project scope, goals, and deliverables that support internal business area goals in collaboration with business process owners, vendors, senior management, and other stakeholders.

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Recognize and identify potential areas where existing policies and procedures require change while working projects, or where new ones need to be developed, especially regarding future business expansion.

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Develop project plans, project schedules and estimates, resource plans, and other documentation necessary for successful project completion.

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Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position.

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Effectively communicate project expectations to team members and stakeholders, including leadership on progress and problem situations, risks, and issues in a timely and clear fashion.

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7. Estimate the resources needed to achieve project goals, delegating tasks and responsibilities to appropriate personnel.

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Set and continually manage project expectations with team members and other stakeholders.

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Identify and resolve or escalate issues and conflicts within the project team.

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Proactively manage changes in project scope, identify potential risks, devise contingency plans, and track deliverables.

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Coach, mentor and motivate project team members and vendors, and influence them to take accountability and positive action for their assigned work. Provide focus and direction to team members to reach targets and deadlines.

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Support other project coordinators and project managers assigned to enterprise projects to ensure collaboration.

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Develop or Assist in Request for Proposals (RFP), including business needs and product/service expectations.

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Work with business owners to assess vendor products and interfaces impacted by projects and make recommendations for cost effective, efficient improvements.

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Conduct project lessons learned and identify any post-go-live tasks remaining.

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Assist department leadership as needed and performs other related duties as assigned.

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Develop and maintain an understanding of the pertinent regulatory requirements and risks inherent to job responsibilities, establish, and maintain control activities that mitigate those risks consistent with the Credit Union’s risk appetite, and ensure operational integrity and compliance with applicable regulations.

QUALIFICATIONS

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Bachelor’s Degree Business Administration or equivalent work experience required

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Management Information Systems or Computer Science or related experience is strongly preferred

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8+ years Combined experience in project analysis, coordination and management with a minimum of five years of experience directly managing projects or servicing lending teams. Experience managing moderately complexity projects end-to-end required, preferably in a financial institution. required

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Strong knowledge of the job functions related to loan products and services

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Strong analytical and critical thinking skills. Ability to use logical reasoning when interpreting facts.

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Ability to make independent, objective observations, examinations, evaluations, and recommendations.

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Strong oral and written communication skills.

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Strong time management and organizational skills. Ability to be flexible, multi-task and manage changing priorities.

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Ability to meet project and validation deadlines.

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Strong personal computer skills (Word, Excel, PowerPoint, MS Project). Working knowledge of Microsoft Project.

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Independent work methods, ten key,

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Accurate and timely data entry input needed.

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Experience with Fiserv Data Safe and associated systems required.

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None

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Solves Problems Proactively - Tackles complex issues independently

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Innovates and Applies Insights - Suggests improvements

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Delivers Results with Agility - Maintains quality during change 

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Collaborates Across Teams - Works effectively with peers 

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Influences and Persuades - Shares expertise to guide others 

ORGANIZATIONAL CONTACTS AND RELATIONSHIPS

INTERNAL:

Branch and departmental staff and management. Senior level technical resources, such as Enterprise Application leadership, IT-Programmers, Technical Business Analysts, Project Managers, and Internal Audit.

EXTERNAL:

Vendors, government agencies, other industry associations and peers at other financial institutions.

WORKING CONDITIONS

Work time includes weekend and after-hours time, based on organizational needs. This position works in-office where working conditions, lighting, temperature, audio, and workspace are all sufficient.

PHYSICAL REQUIREMENTS

Work requires the ability to constantly operate a computer and the ability to read, type, and communicate. Work may require the ability to move work-related supplies weighing up to 10-15 pounds.

DISCLAIMER/INTENT AND FUNCTION OF JOB DESCRIPTIONS

The above information on this description has been designed to indicate the general nature and level of work performed by team members within this classification. Because the nature of positions and job functions can change over time, this job description is not designed to contain or be interpreted as a comprehensive inventory of all essential functions, duties, responsibilities and qualifications requirements of team members assigned to this job. Job duties may be changed or modified in the Credit Union’s discretion. The Credit Union will keep team members updated on key functions, duties, and requirements of their position by communications from the Credit Union and by updating the job description from time to time. Any team member with questions about the nature of their job duties is encouraged to consult with their supervisor.

DECLARATION/ACKNOWLEDGEMENT

This job description outlines the essential functions and physical/mental requirements necessary to perform this role. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.