Wright-Patt Credit Union · 1 week ago
Lending Compliance Advisor
Beavercreek, OH
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expWright-Patt Credit Union is a financial institution seeking a Lending Compliance Advisor to support its Compliance program's daily activities. The role involves managing compliance with various lending laws and regulations, providing support to business units, and ensuring compliance with marketing and advertising materials.
FinanceFinancial ServicesNon Profit
Responsibilities
Manages relationships with assigned business units. Provides ongoing support and education to assigned business units regarding proactive self-identification of compliance risks and ongoing self-identification of compliance gaps or weaknesses in business unit processes. Provide support to the Director, Lending Compliance in scheduling and conducting meetings with business partners to address complex issues. (25%)
Assists with tracking statuses and providing ongoing updates to the lending compliance project and issues lists for the Lending Compliance Team. Assists with outstanding tasks, including but not limited to, enhancing WPCU’s policies and procedures, Compliance-related training, root cause analysis and correction, lending compliance risk assessments, and the upkeep and updates to the overall Compliance Management System. (25%)
Reviews marketing and advertising materials, as well as social media posts and other compliance-related disclosures to ensure compliance with applicable state and federal laws, rules, and regulations. (15%)
Serves as subject matter expert for lending-related regulatory compliance laws, regulations, regulatory guidance, and industry best practices. Stays informed of general regulatory compliance and consumer protection requirements by reviewing industry publications, receiving compliance training, and networking with professional advisors, experts, and peers. Partner with Director, Lending Compliance to assist with analyzing new laws and regulations, developing industry and compliance trends, and emerging compliance risks, and provide recommended changes to policies, procedures, or business line controls. (10%)
Maintains periodic communication with Director, Lending Compliance for status updates of projects or compliance challenges with assigned business units. Submits periodic compliance reports to management, as needed; (10%)
Reviews assigned product and service disclosures and advertising materials for compliance with applicable rules. Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed. Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated. (5%)
Review member complaints to monitor for lending compliance-related issues, as needed. Participates in the oversight of regulatory compliance audits and/or examinations. (5%)
Helps to develop, coordinate, and facilitate training programs, sessions, and seminars to educate business line partners about compliance requirements and procedures. Provides and/or assists with assigning Compliance training to managers and employees as needed. (5%)
Qualification
Required
A Bachelor's Degree in a business or legal discipline, or equivalent experience
At least 8+ years' experience in a depository financial institution with at least 6+ years' experience in a lending compliance role
Experience with using Microsoft Office to create spreadsheets, graphs, pivot tables, presentations, and Visio workflows a plus
Ability to present complex information clearly and concisely to both large and small groups
Ability to think ahead to provide ideas for continuous improvement opportunities
Ability to work independently, with or without direct instruction
Highly developed communications, analytical, and organizational skills. Ability to take decisive action
Must be able to evaluate and solve problems from multiple perspectives
Excellent written and verbal communication skills
Preferred
CRCM certification or equivalent is a plus
Company
Wright-Patt Credit Union
Wright-Patt Credit Union is a not-for-profit member-owned financial institution.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Tim Mislansky
President/CEO
Daniel Smith
Chief Financial Officer
Recent News
2025-10-07
Seattle TechFlash
2025-05-01
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