Job Listings

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.

Reports to: Fraud Operations Officer   Functions Supervised: None   Primary Functions: Perform activities in support of Fraud department. Responsible for locating documents to use as investigative tools for all cases related to online access, check fraud, financial exploitation, identity theft, and operational risk mitigation. Creating collection letters to other financial institutions to mitigate loss. Duties and Responsibilities: - Create and maintain complete and accurate case files including evidence and interview summary in the case management system. - Locate, save, and upload documents into case management system: account agreements, loan documents, check copies, IP address results, affidavits, collection letters, surveillance, etc. - Create affidavits and send to branches/members with support documentation. - Process inbound mail for Fraud Operations. - Locate surveillance and review recorded calls to support investigations. - Create and send collection letters to other financial institutions to mitigate loss. - Place calls to gather information from branches, lending departments, and members regarding fraud or identity theft. - Perform other duties as assigned.  

Reports to: Branch Facilities Supervisor   Functions Supervised: None   Primary Functions: Maintenance of credit union facilities   Duties and Responsibilities: - Inspect and maintain credit union branches. - Perform repairs on credit union facilities to ensure they are maintained in a manner consistent with member and management expectations. - Execute and assist with maintenance activities to ensure they are completed in a timely and efficient manner. - Perform janitorial duties as required; monitor custodial and maintenance services. - Maintain minimal repair parts inventory necessary to complete common recurring maintenance tasks. - Maintain knowledge of applicable OSHA requirements. - Perform other duties as assigned.

Reports to: Credit Administration Manager   Functions Supervised: None   Primary Functions: Responsible for providing an independent comprehensive written evaluation of commercial loans and relationships. This position will also assist in the preparation of annual reviews.   Duties and Responsibilities:   - Evaluates financial statements and prepares independent written credit evaluations. Reports will include a comprehensive evaluation of businesses and commercial real estate and will be used by management in approving credit requests. Reports should adequately summarize the important aspects of the business including a detailed financial analysis, management competencies, collateral evaluation, and guarantor support. Analyses will identify the key strengths and weaknesses for that particular credit request. Analyses may also include an evaluation of the borrowers industry and the borrowers position within the industry. - Makes recommendations to Commercial Loan Officers and Credit Approvers regarding credit structure and policy compliance. - Makes recommendations regarding credit risk rating of commercial accounts and assesses collateral quality and values. - Completes corporate and personal financial statement spreading in the designated system. Completes global cash flows when appropriate. - Effectively partners with Credit Administration to improve efficiencies of operation, minimize risk, and expand sales opportunities. - Work collaboratively with sales team to achieve commercial credit objectives, goals and provide outstanding member service. - Conduct annual credit reviews on relationships analyzing and documenting risks, strengths and weaknesses. - Develop a solid understanding of the Statement Spreading software. - Maintain in-depth knowledge of NCUA regulations and credit union policies and procedures as they relate to commercial lending. - Provides underwriting support for the SBA loan program as needed. - 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 and loan 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. - Process consumer loan applications and loan closings according to credit union policies, the Equal Credit Opportunity Act, and the Fair Credit Reporting Act. Enhance member experience by uncovering and recommending additional lending opportunities and ancillary loan products. - 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 and loan 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. - Process consumer loan applications and loan closings according to credit union policies, the Equal Credit Opportunity Act, and the Fair Credit Reporting Act. Enhance member experience by uncovering and recommending additional lending opportunities and ancillary loan products. - 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: Manager, Investment Services.   Functions Supervised: None   Primary Functions: Responsible for developing new business and servicing existing accounts in alignment with goals & industry requirements.   Duties and Responsibilities: - Meet with existing and prospective clients to promote financial planning and investment services. - Conduct educational seminars and workshops. - Present client financial plan and investment proposals in a professional manner. - Collect all required documentation, deposits, premiums, etc. in a timely and complete manner per established procedures and regulatory requirements. - Coordinate with program partners to service accounts, assist with inquiries and information requests, and resolve any issues relating to products and services. - Track sales, marketing and referrals. - Provide referrals for other Global Credit Union services as appropriate. - Participate in the credit union’s business development activities, while seeking and recommending new opportunities. - Meet production goals. - Adhere to organizational and industry guidelines, policy, procedure, compliance, licensing and training requirements. - Maintain proficiency with organization and program partner systems. - Perform service calls and special projects when warranted. - Perform other duties as assigned.

Reports to: Manager, Investment Services.   Functions Supervised: None   Primary Functions: Responsible for developing new business and servicing existing accounts in alignment with goals & industry requirements.   Duties and Responsibilities: - Meet with existing and prospective clients to promote financial planning and investment services. - Conduct educational seminars and workshops. - Present client financial plan and investment proposals in a professional manner. - Collect all required documentation, deposits, premiums, etc. in a timely and complete manner per established procedures and regulatory requirements. - Coordinate with program partners to service accounts, assist with inquiries and information requests, and resolve any issues relating to products and services. - Track sales, marketing and referrals. - Provide referrals for other Global Credit Union services as appropriate. - Participate in the credit union’s business development activities, while seeking and recommending new opportunities. - Meet production goals. - Adhere to organizational and industry guidelines, policy, procedure, compliance, licensing and training requirements. - Maintain proficiency with organization and program partner systems. - Perform service calls and special projects when warranted. - Perform other duties as assigned.