Job Listings

Reports To: Operations Support Officer   Functions Supervised: None   Primary Functions: Administer the credit union's specialty accounts to include IRA, HSA, business, trust and fiduciary accounts. Manage the Notary, Medallion Signature Guarantee, and Signature Validation programs. Process declaration of loss requests and replacement check orders. Coordinate and process all deceased member claims for the credit union including establishing Estate accounts. Assume increasing responsibilities as experience, tenure and training demonstrates.   Duties and Responsibilities:   - Provide support and administration of special account types such as IRA, HSA, trust, business, guardian/conservator and representative payee accounts. - Administer the Notary, Medallion Guarantee, and Signature Validation programs; provide support and answer questions. - Maintain and process declaration of loss requests, returned check orders, and safe deposit box leases. - Research, collect, and process information for deceased member claims. - Coordinate and communicate with designated representatives and family members of the decedents. - Coordinate and communicate with branch staff and appropriate business units and vendors regarding deceased claims. - Establish new account relationships, Estate accounts, and Fiduciary accounts and transfer assets as required. - Reconcile assigned department general ledgers. - Perform other duties as assigned.

Reports To: Senior SC Recovery Officer   Primary Functions: Responsible for collection of charged-off financial obligations owed to the credit union.   Duties and Responsibilities:   - Contact members regarding charged-off accounts and arrange for repayment of those debts. - Respond to member inquires regarding financial obligations owed to the credit union. - Perform "skip traces" as required. - Arrange and approve settlements and payment agreements as necessary on charged-off accounts within credit union guidelines. - Analyze and recommend to the Senior Special Credits Recovery Officer, when appropriate, adverse actions on accounts to include, but not limited to, repossession of collateral, closure of credit limits, blocks on credit cards, legal actions and account codes to alert other credit union departments of losses and fraud accounts. - Assist in the development and training of staff for compliance with all policies, laws, and procedures as they relate to collections. - Perform other duties as assigned.

Reports to: Consumer Lending Funding Supervisor II   Functions Supervised: None   Primary Functions: Support indirect lending, review indirect contracts for compliance and fund compliant contracts. Duties and Responsibilities: - Comply with all laws, rules, regulations, policies, and procedures applicable to consumer lending processes and related credit union activities - Create, validate, and accurately fund retail installment sales contracts in the loan origination system. Fund enough loans, while maintaining quality, to ensure department objectives are met. - Understand and maintain knowledge of all dealer program summaries. - Review loan documentation for completeness and accuracy, for one state. Enough loans must be reviewed, while maintaining quality, to ensure department objectives are met. - Complete daily balancing functions and / or work all queues, as assigned. - Effectively communicate, orally and in writing, with dealers and others within the credit union regarding loan documentation or the deficiency thereof. - Provide support and assistance to the Funding Support Specialist, as directed. - Complete quality review or audit processes, or satisfaction of designated stipulations, as assigned. - Perform other duties as assigned.

Reports to: Consumer Lending Funding Supervisor II   Functions Supervised: None   Primary Functions: Support indirect lending, review indirect contracts for compliance and fund compliant contracts. Duties and Responsibilities: - Comply with all laws, rules, regulations, policies, and procedures applicable to consumer lending processes and related credit union activities - Create, validate, and accurately fund retail installment sales contracts in the loan origination system. Fund enough loans, while maintaining quality, to ensure department objectives are met. - Understand and maintain knowledge of all dealer program summaries. - Review loan documentation for completeness and accuracy, for one state. Enough loans must be reviewed, while maintaining quality, to ensure department objectives are met. - Complete daily balancing functions and / or work all queues, as assigned. - Effectively communicate, orally and in writing, with dealers and others within the credit union regarding loan documentation or the deficiency thereof. - Provide support and assistance to the Funding Support Specialist, as directed. - Complete quality review or audit processes, or satisfaction of designated stipulations, as assigned. - Perform other duties as assigned.

Reports to: Varies by location   Functions Supervised: None   Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: - Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. - Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. - Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. - Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. - Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. - Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. - Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. - Build meaningful relationships by participating in branch promotions and community events, as assigned. - Work effectively in a team environment across all organizational levels. - Perform other duties as assigned.

Reports to: Varies by location   Functions Supervised: None   Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: - Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. - Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. - Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. - Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. - Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. - Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. - Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. - Build meaningful relationships by participating in branch promotions and community events, as assigned. - Work effectively in a team environment across all organizational levels. - Perform other duties as assigned.

Reports to: Varies by location   Functions Supervised: None   Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: - Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. - Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. - Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. - Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. - Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. - Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. - Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. - Build meaningful relationships by participating in branch promotions and community events, as assigned. - Work effectively in a team environment across all organizational levels. - Perform other duties as assigned.

Reports to: Varies by location   Functions Supervised: None   Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: - Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. - Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. - Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. - Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. - Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. - Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. - Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. - Build meaningful relationships by participating in branch promotions and community events, as assigned. - Work effectively in a team environment across all organizational levels. - Perform other duties as assigned.

Reports To: SC Control Manager   Functions Supervised: Control   Primary Functions: Perform collection activity on assigned accounts.   Duties and Responsibilities:   - Perform all duties of a Special Credits Control Officer III. - Responsible for review of Control collection and associated work and for making recommendations regarding the need for adjustment in work routines. - Responsible for the daily management and workflow for assigned accounts. - Responsible for authorizing closure of credit limits consistent with credit union policy and procedures. - Responsible for negotiating and recommending refinances for members experiencing financial difficulties according to credit union policies, to include use of real and personal property liens, extended terms, special interest rates and extended periods for first payment due dates. - Responsible for recommending, preparation and administration of financial obligation in accordance with the Charge Off Policy. - Develop and train staff to understand and comply with all policies, laws and procedures as they relate to collections. - Perform other duties as assigned.

Reports to: Varies by location   Functions Supervised: Consumer Lending Quality Control   Primary Functions: Responsible for overseeing Quality Control Reviews of all Consumer Lending department functions for policy, procedure, and regulatory compliance, to include but not limited to lending/collection/recovery portfolios, systems security, financial and demographic transactions, and adverse actions (lending departments include consumer loan origination, servicing, and collection teams).   Duties and Responsibilities: - Responsible for the direct supervision of Consumer Lending Quality Control Officers focusing on clearly identifying their purpose, direction, motivation, and development - Responsible for managing the quality control review process to ensure timeliness of Consumer Lending business unit processes and adherence to established credit union policy, procedures, practices, and internal controls. - Review and recommend changes to policies, procedures, and practices in the Consumer Lending business unit to ensure adequate controls are in place to reduce risk of employee errors, oversights, and malfeasance. - Prepare written reports and conduct presentations for management upon completion of reviews to address findings, exceptions, and general summaries of what was observed. Must exercise discretion in sharing, escalating, and resolving findings that arise from reviews. - Responsible for managing quality control reviews of critical third-party vendors to ensure agreed protocols are followed; compliance with applicable laws and regulations; corrective actions are taken when needed; and efficient service delivery. - Responsible for completion, review, and submission of the credit union regulator's quarterly, annual, or ad hoc report requests. - Perform other duties as assigned.

Reports to: Consumer Lending Credit Analyst Officer   Primary Functions: Underwrite consumer loan requests.   Duties and Responsibilities: - Evaluate credit applications and make credit decisions consistent with the Equal Credit Opportunity Act and all other existing authority, including credit union policies and guidelines. - Rapidly underwrite and respond to credit requests sent to the Consumer Lending department by members, credit union branches, and network dealers. - Validate automated lending decisions and complete administrative follow-up to ensure compliance, fair lending, and member identification protocols are being followed. - Perform other duties as assigned.

Reports to: Varies by location   Functions Supervised: None   Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: - Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. - Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. - Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. - Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. - Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. - Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. - Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. - Build meaningful relationships by participating in branch promotions and community events, as assigned. - Work effectively in a team environment across all organizational levels. - Perform other duties as assigned.

Reports to: Varies by location   Functions Supervised: None   Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: - Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. - Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. - Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. - Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. - Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. - Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. - Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. - Build meaningful relationships by participating in branch promotions and community events, as assigned. - Work effectively in a team environment across all organizational levels. - Perform other duties as assigned.

Reports to: Varies by location   Functions Supervised: None   Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: - Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. - Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. - Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. - Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. - Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. - Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. - Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. - Build meaningful relationships by participating in branch promotions and community events, as assigned. - Work effectively in a team environment across all organizational levels. - Perform other duties as assigned.

Reports to: Varies by location   Functions Supervised: None   Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: - Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. - Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. - Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. - Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. - Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. - Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. - Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. - Build meaningful relationships by participating in branch promotions and community events, as assigned. - Work effectively in a team environment across all organizational levels. - Perform other duties as assigned.

Reports to: Consumer Lending Title Officer   Functions Supervised: None   Primary Functions: Process titles, UCC filing and other security instruments to perfect the credit union's lien.   Duties and Responsibilities: - Receive, review, collect, monitor, and process all documentation necessary to perfect the Credit Union's security interest (lien) on the title, UCC or other security instrument, in at least one state. - Perform consistent follow up on accounts pending title. Ensure the credit union's lien is recorded in a timely manner and in accordance with federal and state laws and on the correct security instrument. - Utilize title management system reports to facilitate follow up, including but not limited to working the accounts pending report daily. - Thoroughly and accurately document all activity in the title management system. - Inform management of any problematic aged accounts pending title or unusual activity. - Perform maintenance functions, including but not limited to, obtaining loan payoff information and preparing stop payments in a timely manner, as necessary. - Act as a liaison and work collaboratively with other departments. - Provide prompt, professional, helpful, knowledgeable and courteous member service. - Ensure compliance with laws, rules, regulations, policies and procedures applicable to titling processes and related credit union activities. - As assigned, perform title follow-up on indirect (dealer) loans pending title. - Perform other duties as assigned.

Reports to: Varies by location   Functions Supervised: None   Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: - Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. - Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. - Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. - Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. - Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. - Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. - Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. - Build meaningful relationships by participating in branch promotions and community events, as assigned. - Work effectively in a team environment across all organizational levels. - Perform other duties as assigned.

Reports to: Consumer Lending Credit Analyst Officer   Primary Functions: Underwrite consumer loan requests.   Duties and Responsibilities: - Evaluate credit applications and make credit decisions consistent with the Equal Credit Opportunity Act and all other existing authority, including credit union policies and guidelines. - Rapidly underwrite and respond to credit requests sent to the Consumer Lending department by members, credit union branches, and network dealers. - Validate automated lending decisions and complete administrative follow-up to ensure compliance, fair lending, and member identification protocols are being followed. - Perform other duties as assigned.

Reports to: Varies by location   Functions Supervised: Consumer Lending Quality Control   Primary Functions: Responsible for overseeing Quality Control Reviews of all Consumer Lending department functions for policy, procedure, and regulatory compliance, to include but not limited to lending/collection/recovery portfolios, systems security, financial and demographic transactions, and adverse actions (lending departments include consumer loan origination, servicing, and collection teams).   Duties and Responsibilities: - Responsible for the direct supervision of Consumer Lending Quality Control Officers focusing on clearly identifying their purpose, direction, motivation, and development - Responsible for managing the quality control review process to ensure timeliness of Consumer Lending business unit processes and adherence to established credit union policy, procedures, practices, and internal controls. - Review and recommend changes to policies, procedures, and practices in the Consumer Lending business unit to ensure adequate controls are in place to reduce risk of employee errors, oversights, and malfeasance. - Prepare written reports and conduct presentations for management upon completion of reviews to address findings, exceptions, and general summaries of what was observed. Must exercise discretion in sharing, escalating, and resolving findings that arise from reviews. - Responsible for managing quality control reviews of critical third-party vendors to ensure agreed protocols are followed; compliance with applicable laws and regulations; corrective actions are taken when needed; and efficient service delivery. - Responsible for completion, review, and submission of the credit union regulator's quarterly, annual, or ad hoc report requests. - Perform other duties as assigned.

Reports to: Varies by location   Functions Supervised: None   Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: - Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. - Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. - Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. - Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. - Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. - Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. - Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. - Build meaningful relationships by participating in branch promotions and community events, as assigned. - Work effectively in a team environment across all organizational levels. - Perform other duties as assigned.