Reports To: Manager, Talent Acquisition
Primary Functions: Responsible for administrative functions related to staff recruitment and onboarding.
Duties and Responsibilities:
- Conduct background reviews including verification of previous employment, bondability, social security verification and criminal records review as required and/or directed.
- Coordinate the completion of all new employee onboarding to include providing remote support to managers. Ensure completion of necessary paperwork and accurate data entry into the HRMS System.
- Ensures compliance with USCIS Form I-9 Employment Eligibility Verifications; periodically conduct Form I-9 audit.
- Monitor employees with temporary work authorization and follow up as required.
- Respond to candidate and manager inquiries related to the Recruitment and Onboarding system.
- Responsible for the reporting of new employee information to CSSD.
- Conduct weekly advertising audit and coordinate placement of advertising.
- Draft/revise job descriptions and organizational charts as required and/or directed.
- Ensure timely processing of invoices related to recruitment and staffing activities.
- Maintain a variety of departmental control and documentation logs and records.
- Periodically review and make recommendations for procedure and form updates.
- Maintain the integrity and confidentiality of personnel information and records.
- Maintains compliance with federal, state and local employment laws and regulations.
- Provide research and other assistance as needed and perform other duties as assigned.
Reports To: Senior SC Insurance Control Officer
Primary Functions: Controlling adverse actions associated with credit union collateral.
Duties and responsibilities:
- Comply with federal, state and local laws and credit union procedures and practices regarding adverse actions involving credit union collateral.
- Responsible for maintaining records and adherence to department procedures and practices for secretions claims for collateralized loans.
- Responsible for maintaining records and adherence to department procedures and practices for protection of credit union collateral when impounded by private or public agencies.
- Responsible for maintaining records and adherence with department procedures and practices for member and insurance company contact during total loss claims involving credit union collateral.
- Responsible for maintaining records and adherence with department procedures and practices for refund of After Market Products for repossessed collateralized loans.
- Responsible for maintaining records and adherence with department procedures and practices for Collateral Protection Insurance damage and reimbursement claims for repossessed collateral.
- Responsible for administrative functions necessary to support Collateral Protection Insurance program to include, but not limited to processing claims, premiums, refunds, billings, file maintenance and posting.
- Responsible for maintaining records and adherence with department procedures and practices for proof of insurance or insurance cancellations letters received by member(s) and applicable refunds amounts within Special Credits.
- Perform other duties as assigned.
Reports to: Senior Vice President, Senior Vice President, Consumer Lending Operations
Functions Supervised: Consumer Lending Systems Administrators, Business Processes, Project Implementation, and Portfolio Analysis.
Primary Functions: Responsible for Consumer Lending and Special Credits systems, business processes, and managing supporting staff. Administer and recommend strategies that will improve efficiencies, enhance member experiences, and provide departmental analysis for ongoing performance and regulatory compliance. Deployment of new technology and systems.
Duties and Responsibilities:
- Responsible for management of staff and control of consumer loan systems administration activities.
- Develop knowledge of current and emerging technologies and best practices that impact consumer lending and collection functions, including the preservation of data integrity.
- Provide guidance, and mentorship to all system administrator team members to ensure that objectives are met. Responsible for development and performance of staff to ensure timely and correct completion of assignments, installations, testing, upgrades, etc.
- Develop and maintain a comprehensive plan for the ongoing enhancement of all systems supporting consumer lending and collection activities.
- Establish and maintain ongoing communications with business lines for timely updates, necessary system changes, and any recommended enhancements.
- Ensure that data systems are updated and maintained to support new and existing consumer loan and collection products, both internal and external 3rd party programs and products.
- Develop and maintain written systems user documentation, controls, operational procedures, technical knowledge base, performance reports and a training curriculum for departmental staff. Publish and maintain external facing FAQ for systems users and other business units.
- Responsible for continual systems and procedure analysis. Using data, prepare recommendations for enhanced workflows, procedures, and systems.
- Ensure that the operation, security access, data protection, and file integrity of all departmental data systems are properly maintained, and management reports are produced and distributed as scheduled.
- Ensure compliance with all applicable laws, statues, regulations, ordinances, policies, and security procedures promulgated by established authorities, investors, and the Credit Union.
- Ensure that the quality control requirements of Global Credit Union, investors, guarantors, and regulatory agencies are met.
- 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
Primary Functions: Perform insurance sales functions.
Duties and Responsibilities:
- Obtain quote information from Client.
- Complete Marshall Swift RCE if necessary.
- Quote risk & prepare application.
- Request photos of dwellings.
- Meet with clients to complete application and other required forms.
- Cross sell other insurance products offered by the agency or credit union.
- Mail or upload application to Insurance Company (if applicable: send RCE, quote, photos and/or payment with application).
- Enter client into AMS.
- Document new business activities and set up suspense's for any follow up.
- Organize documentation in file and give to Customer Service Representative to label and/or send out welcome letters.
- Responsible for generating outside sales via referral from mortgage companies, title companies, real estate offices and other businesses.
- Perform other duties as assigned.
Reports To: Varies by location
Primary Functions: Perform insurance sales functions.
Duties and Responsibilities:
- Obtain quote information from Client.
- Complete Marshall Swift RCE if necessary.
- Quote risk & prepare application.
- Request photos of dwellings.
- Meet with clients to complete application and other required forms.
- Cross sell other insurance products offered by the agency or credit union.
- Mail or upload application to Insurance Company (if applicable: send RCE, quote, photos and/or payment with application).
- Enter client into AMS.
- Document new business activities and set up suspense's for any follow up.
- Organize documentation in file and give to Customer Service Representative to label and/or send out welcome letters.
- Responsible for generating outside sales via referral from mortgage companies, title companies, real estate offices and other businesses.
- 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
Primary Functions: Maintenance of credit union facilities.
Duties and Responsibilities:
- Inspect and maintain credit union facilities. Prepare periodic facility inspection and conditions reports as required.
- Perform higher level maintenance and repairs on credit union facilities to ensure they are maintained in a manner that is consistent with member and management expectations.
- Ensure assigned maintenance activities are completed in a timely and efficient manner.
- Execute office and department move, remodels, reconfigurations and special event support.
- Plan, determine and acquire needed assets to execute and report on assigned projects.
- Travel to other regions to perform maintenance and lead project teams.
- Maintain a working knowledge of building mechanical systems.
- Perform janitorial duties as required and monitor custodial and maintenance services.
- Maintain minimal repair parts inventory necessary to complete common recurring maintenance tasks.
- Perform other duties as assigned.
Reports to: Information Security Architect Supervisor
Functions Supervised: None
Primary Functions: Provide security engineering support via network security implementation, analysis, testing and monitoring.
Duties and Responsibilities:
- Manage implementing, testing, managing, monitoring, and upgrading security solutions for the protection of the organization's data, systems, and networks.
- Develop best practices, policies, programs, procedures and security standards for the organization
- Serve as escalation point for Information Security Analysts
- An understanding of best practices and how to implement them at an Enterprise level
- Analyze and correlate security events and implement countermeasures to mitigate against intrusion attacks.
- Provide information security support in the design, integration, deployment, and troubleshooting of enterprise information solutions.
- Collaborate with organizations engineering teams and product development teams to analyze security needs/requirements and assist develop/implement security standards/technical solutions.
- Research and identify ethical hacking, intrusion detection/prevention technologies, secure coding practices and threat modeling.
- Implement secure network architectures, virtualization technologies, identity and access management principles, application security, encryption technologies, DNS, SOA, and web applications
- Provide security engineering recommendations and assist with planning and implementation of long-term projects.
- Troubleshoot complex multi-network firewall policy issues.
- Responsible for understanding of incident response methodologies and assist with coordinating security incident.
- Maintain a strong knowledge of Offensive Security, TCP/IP, HTTP, FTP, cookies, authentication, virus scanning, web servers, and encryption.
- Decode and understand traffic flow using packet level traces (skilled with TCPDUMP, PCAPs, traffic generators, etc.).
- Identify and reproduce common network and web site attacks such as SQL injection, cross site scripting, remote file inclusion and cookie manipulation.
- Maintain a working knowledge of authentication, session management, requests, and form submission processes.
- Maintain a working knowledge with server grade applications to include Exchange, DNS, SMTP, IIS, Apache, SharePoint, Active Directory, Identity Management, Patch Management, LDAP, and SQL.
- Perform IDS / IPS real-time monitoring analysis and/or network forensics.
- Maintain a working knowledge of regulatory and audit mandates to ensure environments meet PCI, FFIEC, NCUA and industry standards.
- Serve on-call as scheduled.
- Other duties as assigned.
Reports To: Payroll Manager
Functions Supervised: None
Primary Functions: Balance and reconcile payroll related general ledger reconciliations for all companies. Ensure integrity of custodial accounts. Prepare monthly and ad hoc Personnel reporting. Reconcile bi-weekly and monthly payroll and prepare related journal entries.
Duties and Responsibilities:
- Ensure designated custodial accounts are reconciled monthly and corrections are made promptly. Communicate problems to Payroll Manager.
- Assist the Payroll Manager with implementation of new systems/enhancements.
- Assist Departments with compiling information for incentives.
- Provide accurate and timely account balances, transaction information and reconciliations as requested verifying reasonableness and ensuring conformance with established procedures.
- Prepare payroll related internal and compliance reporting.
- Prepare payroll journals and balance to payroll reporting.
- Prepare 401(k) wires and related detail reporting sent to benefit administrator.
- Prepare FSA report for vendor upload.
- Act as a backup for the Payroll Specialist.
- 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
Primary Functions: Receptionist and clerical support for Global Credit Union Insurance Brokers.
Duties and Responsibilities:
- Act as receptionist: respond to routine inquiries and direct calls appropriately.
- Greet and direct clients, members and other to appropriate individuals.
- Process incoming and outgoing mail.
- Receive, sort and deliver incoming faxes.
- Responsible for accurate filing of client and records and t-filing.
- Responsible for monitoring, ordering and organizing office supplies.
- Responsible for monitoring and promptly delivering referrals from Referral Tracking System (RTS), GCUIB Website and similar systems.
- Responsible for timely and accurate typing and data input as assigned.
- Assist is scanning, photocopying and printing projects when needed.
- Maintain thorough knowledge of GCUIB and Credit Union products and services.
- Perform other duties as assigned.
Reports to: Manager, Business Intelligence
Functions Supervised: None
Primary Functions: Design, build and support analytics that fulfill business requirements. Provide industry and market context in the interpretation of analytical results. Formulate recommendations that will be used to advise and drive decision making by executive management and other teams within the organization. Create and maintain reports and dashboards to deliver business intelligence to the organization.
Duties and Responsibilities:
- Provide assistance and support the development and publication of reports and dashboards.
- Assist in gathering, analyzing, and interpreting data sets to identify patterns and trends.
- Formulate recommendations to executive management and other teams in defining business goals and needs.
- Research new data gathering and analysis techniques.
- Study business / economic trends, political situations, policies and regulations; and understand how they may impact financial institutions and associated lines of business.
- Develop knowledge of credit union operations and knowledge of current industry trends as well as current methods and technologies that relate to analytics, statistics, and reporting.
- Perform other duties as assigned.
Reports to:Varies by location
Functions Supervised: Branch Service
Primary Functions: Responsible for the overall branch functions and service delivery with an emphasis on employee engagement, coaching and mentoring staff for career path opportunities and achieving the business and financial objectives of the credit union. Foster a positive environment through empathetic and personalized service with every interaction to improve the employee and member experience that aligns with the Global Management Philosophy and in compliance with the NCUA and DOD rules and regulations.
Duties and Responsibilities:
- Develop, monitor, and manage the member experience and service levels within the branch.
- Provide leadership to the branch team to build meaningful conversations that deepen and retain member relationships. Coach and mentor, through consistent observational feedback and frequent one on ones.
- Act as liaison between Global Credit Union and military Commanders or their designated representatives at their respective military community advising both on programs and activities that may affect branch operations.
- Responsible for the operation and maintenance coordination of the Automated Teller Machines (ATMs) at his/her duty site. This activity includes coordinating maintenance actions, transfer/loading, accountability of funds and transaction reporting.
- Leverage problem-solving and strong communication skills to resolve personnel and member concerns.
- Deliver effective member engagement strategies through community events, sponsorships, and financial literacy training. Participate in business networking, represent the credit union at professional events, and pursue leadership opportunities within the community.
- Maintain a thorough knowledge of market trends, research competitor product offerings, and make recommendations that will expand brand awareness and generate new business.
- Responsible for the personnel functions within the branch to include evaluating performance, employee recruitment, and maintaining a high level of employee morale and job satisfaction.
- Ensure compliance of all financial policies, procedures, and regulatory requirements* to include the security, physical control and maintenance of the facility and small branch equipment, supply inventory, management of branch cash, negotiable items, and general ledger accounts.
- Ensure a safe and inclusive work environment, solicit diverse ideas to challenge thinking, and build positive working relationships.
- Perform other duties as assigned.
*Also includes compliance with all Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) policies, procedures, and regulations.
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
Primary Functions: Originate mortgage loans and promote related programs within the real estate profession and through personal networks.
Duties and Responsibilities:
- Market mortgage loan programs to the real estate sales industry and to personal contacts.
- Develop and maintain loan referral relationships with professionals in real estate, accounting, legal and financial planning fields.
- Interview buyer/applicants and originate investor mortgage loans. Accept applications and input them to the origination system, provide required estimates and disclosures, and gather required documentation and fees to process mortgage loans.
- Ensure all loans are originated, disclosed and/or re-directed accurately and timely within all established regulatory compliance requirements and timeframes.
- Ensure accurate processing is completed in a timely manner and prepare for submission to underwriting.
- If the loan is approved, take final steps to ensure a smooth closing. If the loan is declined, verbally advise the borrower and issue applicable refunds. Return any documents not pertaining to credit.
- Conduct sales presentations for Realtors as necessary to enhance business relations.
- Perform other duties as assigned.
Reports To: Varies by location
Primary Functions: Originate mortgage loans and promote related programs within the real estate profession and through personal networks.
Duties and Responsibilities:
- Market mortgage loan programs to the real estate sales industry and to personal contacts.
- Develop and maintain loan referral relationships with professionals in real estate, accounting, legal and financial planning fields.
- Interview buyer/applicants and originate investor mortgage loans. Accept applications and input them to the origination system, provide required estimates and disclosures, and gather required documentation and fees to process mortgage loans.
- Ensure all loans are originated, disclosed and/or re-directed accurately and timely within all established regulatory compliance requirements and timeframes.
- Ensure accurate processing is completed in a timely manner and prepare for submission to underwriting.
- If the loan is approved, take final steps to ensure a smooth closing. If the loan is declined, verbally advise the borrower and issue applicable refunds. Return any documents not pertaining to credit.
- Conduct sales presentations for Realtors as necessary to enhance business relations.
- Perform other duties as assigned.
Reports To: Varies by location
Primary Functions: Originate mortgage loans and promote related programs within the real estate profession and through personal networks.
Duties and Responsibilities:
- Market mortgage loan programs to the real estate sales industry and to personal contacts.
- Develop and maintain loan referral relationships with professionals in real estate, accounting, legal and financial planning fields.
- Interview buyer/applicants and originate investor mortgage loans. Accept applications and input them to the origination system, provide required estimates and disclosures, and gather required documentation and fees to process mortgage loans.
- Ensure all loans are originated, disclosed and/or re-directed accurately and timely within all established regulatory compliance requirements and timeframes.
- Ensure accurate processing is completed in a timely manner and prepare for submission to underwriting.
- If the loan is approved, take final steps to ensure a smooth closing. If the loan is declined, verbally advise the borrower and issue applicable refunds. Return any documents not pertaining to credit.
- Conduct sales presentations for Realtors as necessary to enhance business relations.
- Perform other duties as assigned.
Reports To: Varies by location
Primary Functions: Originate mortgage loans and promote related programs within the real estate profession and through personal networks.
Duties and Responsibilities:
- Market mortgage loan programs to the real estate sales industry and to personal contacts.
- Develop and maintain loan referral relationships with professionals in real estate, accounting, legal and financial planning fields.
- Interview buyer/applicants and originate investor mortgage loans. Accept applications and input them to the origination system, provide required estimates and disclosures, and gather required documentation and fees to process mortgage loans.
- Ensure all loans are originated, disclosed and/or re-directed accurately and timely within all established regulatory compliance requirements and timeframes.
- Ensure accurate processing is completed in a timely manner and prepare for submission to underwriting.
- If the loan is approved, take final steps to ensure a smooth closing. If the loan is declined, verbally advise the borrower and issue applicable refunds. Return any documents not pertaining to credit.
- Conduct sales presentations for Realtors as necessary to enhance business relations.
- Perform other duties as assigned.