Job Listings

Reports To: Varies by location   Primary Functions: Provide assistance to originator in the origination and processing of mortgage loans.   Duties and Responsibilities: - Accept telephone calls for the originator, coordinate appointments, respond to inquiries, and provide updated loan status to real estate agents and borrowers. - Input the loan application, print out applicable origination documentation and required disclosures, obtain borrowers' signatures as required and review documentation for accuracy and completeness. - Photocopy documentation supplied by the borrower; income tax returns, paycheck stubs, bank statements, etc. - Set up mortgage application files and request verification of all information received in the mortgage loan application via letters to employers, banks, creditors or by alternative documentation acceptable to the secondary market. Perform necessary follow up order credit reports, appraisals, and prelims as needed in files. - Provide support to originator by maintaining ongoing communication with client base and real estate agents. Perform tasks directly or indirectly related to marketing and advertising. - Maintain a basic knowledge of computer programs; i.e., Mortgage Ware, Microsoft Office, Desktop Underwriter, particularly Word, Excel, and Access, Microsoft Publisher, and new software as it becomes available or needed. - Arrange for the pick up and delivery of documents, brochures, loan packages, and other miscellaneous items as needed. - Perform other duties as assigned.

Reports To: Manager, Investment Services   Primary Functions: Responsible for providing administrative support to facilitate new business and service existing accounts in alignment with goals and industry requirements.   Duties and Responsibilities:   - Provide administrative support to promote department sales and quality of service to prospective and existing clients. - Assist with coordination of department events, educational seminars and workshops. - Direct inquiries to appropriate individuals, and schedule and coordinate appointments. - Route and track referral sources and outcomes. - Provide accurate and timely reporting to Financial Advisors and management. - Collect required documentation, deposits, premiums, etc. in a timely and complete manner when directed, in accordance with regulatory requirements. - Coordinate with program partners to assist with account inquiries and servicing requests, and help resolve any issues relating to products and services. - Adhere to organizational and industry guidelines, policy, procedure, compliance, licensing and training requirements. - Maintain proficiency with organization and program partner systems. - 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 Alaska USA 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 Alaska USA 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: Varies by location   Primary Functions: Responsible for developing new business, structuring, underwriting, and closing of business and commercial loans, as well as monitoring and maintaining a loan portfolio.   Duties and Responsibilities:   - Meet with business members and prospective business members to promote the credit union's commercial loan services and solicit new business. - Interview prospective borrowers and request necessary information to process loan requests. - Analyze applicant's financial status, credit, and evaluate collateral to determine feasibility of loan approval. - Negotiate loan structure with prospective borrower, including fees, loan repayment terms and other credit terms. - Underwrite credit requests taking into consideration applicable policies, procedures, guidelines and analyzed risk and present processed applications to appropriate approval authorities within the credit union as required. - Assist members with inquiries and information requests and resolve issues relating to loan products and services offered. - Promote and cross-sell other products and services as appropriate. - Monitor loan portfolio to ensure proper management of risk ratings, compliance with loan covenants and early identification of potential problems. Participate in collection efforts as necessary. - Participate in the credit union's business development activities, represent the credit union in industry and professional associations, community organizations, local business groups, etc. - Perform other duties as assigned.

Reports to: Varies by location   Functions Supervised: None   Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Actively engage members at every opportunity to deepen relationships by asking open-ended questions. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately perform teller transactions and member service activities.   Duties and Responsibilities: - Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service. - Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services. - Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need. - Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines. - Perform financial transactions such as deposits, withdrawals, payments and/or other account transactions in an accurate and efficient manner. - Open all types of new accounts while assisting the member to effectively use account. - Receive and process member service requests. Identify, research and correct member account discrepancies. - Perform progressively responsible duties to include: a. Place and receive phone calls related to member business. b. Follow up with prospects and ask for their business. c. Complete sales production reports d. Participate in branch promotions. e. Use the PA system to announce daily product promotions or awareness announcements as assigned. - Perform other duties as assigned.

Reports to: Varies by location   Functions Supervised: None   Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Actively engage members at every opportunity to deepen relationships by asking open-ended questions. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately perform teller transactions and member service activities.   Duties and Responsibilities: - Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service. - Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services. - Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need. - Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines. - Perform financial transactions such as deposits, withdrawals, payments and/or other account transactions in an accurate and efficient manner. - Open all types of new accounts while assisting the member to effectively use account. - Receive and process member service requests. Identify, research and correct member account discrepancies. - Perform progressively responsible duties to include: a. Place and receive phone calls related to member business. b. Follow up with prospects and ask for their business. c. Complete sales production reports d. Participate in branch promotions. e. Use the PA system to announce daily product promotions or awareness announcements as assigned. - Perform other duties as assigned.

Reports to: Varies by location   Functions Supervised: Member Service Center Quality Assurance   Primary Functions: Perform quality control reviews of Member Service Center telephonic and electronic interactions through the documented call monitoring process with an emphasis on service delivery and first call resolution. Schedule and present call monitoring results to MSC staff assigned to the various workgroups and queues.   Duties and Responsibilities:   - Maintain knowledge of credit union services, pricing, related policies and procedures and member services functions. - Responsible for ensuring the delivery of prompt, professional, helpful, knowledgeable and courteous member service in all call queues and through electronic service delivery. - Monitor Member Service Survey and Internal Service Survey scores to recognize successes and deficiencies in operational processes and external/internal member experiences; collaborate with the leadership team and trainers to expand upon successes and to improve areas of opportunity. - Coach, lead and motivate MSC employees; promote participation in recommendation of products and services. Meet with employees regularly to establish and reinforce department and organizational goals. - Responsible for the regular review and tracking of member calls for purposes of validating complaint escalations, as needed. - Understand, facilitate, and support the credit union's Complaint Management Program as it may be applied to member interactions within the MSC. - Act as liaison between MSC and the Enterprise Compliance team on member complaints received through the MSC and complaint trends throughout the credit union. - Stay abreast of and recommend industry technology and processes to improve member experience and achievement of improved KPI's and metrics. - Ensure compliance with credit union marketing, image and service delivery goals within area of responsibility. - Responsible for the review of the quality and accuracy of fulfilling member requests. - Work closely with the MSC management to continually enhance and develop the knowledge of the MSC specialists. - Assist in developing additional training programs with the MSC Training Officers. - Recommend updates to the established training programs within MSC as patterns/trends of training opportunities are identified. - Provide support to staff by training and developing; coach, lead and motivate specialists. - Perform other duties as assigned.

Reports to: Varies by location   Functions Supervised: Member Service Center Quality Assurance   Primary Functions: Perform quality control reviews of Member Service Center telephonic and electronic interactions through the documented call monitoring process with an emphasis on service delivery and first call resolution. Schedule and present call monitoring results to MSC staff assigned to the various workgroups and queues.   Duties and Responsibilities:   - Maintain knowledge of credit union services, pricing, related policies and procedures and member services functions. - Responsible for ensuring the delivery of prompt, professional, helpful, knowledgeable and courteous member service in all call queues and through electronic service delivery. - Monitor Member Service Survey and Internal Service Survey scores to recognize successes and deficiencies in operational processes and external/internal member experiences; collaborate with the leadership team and trainers to expand upon successes and to improve areas of opportunity. - Coach, lead and motivate MSC employees; promote participation in recommendation of products and services. Meet with employees regularly to establish and reinforce department and organizational goals. - Responsible for the regular review and tracking of member calls for purposes of validating complaint escalations, as needed. - Understand, facilitate, and support the credit union's Complaint Management Program as it may be applied to member interactions within the MSC. - Act as liaison between MSC and the Enterprise Compliance team on member complaints received through the MSC and complaint trends throughout the credit union. - Stay abreast of and recommend industry technology and processes to improve member experience and achievement of improved KPI's and metrics. - Ensure compliance with credit union marketing, image and service delivery goals within area of responsibility. - Responsible for the review of the quality and accuracy of fulfilling member requests. - Work closely with the MSC management to continually enhance and develop the knowledge of the MSC specialists. - Assist in developing additional training programs with the MSC Training Officers. - Recommend updates to the established training programs within MSC as patterns/trends of training opportunities are identified. - Provide support to staff by training and developing; coach, lead and motivate specialists. - 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: Varies by location   Functions Supervised: None   Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Actively engage members at every opportunity to deepen relationships by asking open-ended questions. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately perform teller transactions and member service activities.   Duties and Responsibilities: - Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service. - Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services. - Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need. - Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines. - Perform financial transactions such as deposits, withdrawals, payments and/or other account transactions in an accurate and efficient manner. - Open all types of new accounts while assisting the member to effectively use account. - Receive and process member service requests. Identify, research and correct member account discrepancies. - Perform progressively responsible duties to include: a. Place and receive phone calls related to member business. b. Follow up with prospects and ask for their business. c. Complete sales production reports d. Participate in branch promotions. e. Use the PA system to announce daily product promotions or awareness announcements as assigned. - Perform other duties as assigned.

Reports To: Branch Facilities Supervisor   Primary Functions: Maintenance of credit union facilities   Duties and Responsibilities:   - Inspect and maintain credit union branches. Prepare periodic facility inspection and condition reports as required. - Perform higher level 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 Branch set up following new construction or remodels. - Perform janitorial duties as required; monitor custodial and maintenance services. - Maintain minimal repair parts inventory necessary to complete common recurring maintenance tasks. - Perform other duties as assigned.

Reports to: Varies by location   Functions Supervised: None   Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Actively engage members at every opportunity to deepen relationships by asking open-ended questions. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately perform teller transactions and member service activities.   Duties and Responsibilities: - Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service. - Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services. - Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need. - Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines. - Perform financial transactions such as deposits, withdrawals, payments and/or other account transactions in an accurate and efficient manner. - Open all types of new accounts while assisting the member to effectively use account. - Receive and process member service requests. Identify, research and correct member account discrepancies. - Perform progressively responsible duties to include: a. Place and receive phone calls related to member business. b. Follow up with prospects and ask for their business. c. Complete sales production reports d. Participate in branch promotions. e. Use the PA system to announce daily product promotions or awareness announcements as assigned. - Perform other duties as assigned.

Reports to: Research Administration Officer   Functions Supervised: None   Primary Functions: Receive, research, process and control levies   Duties and Responsibilities: - RECEIVE, PROCESS AND CONTROL LEGAL ORDERS OF LEVIES, ATTACHMENTS OR EXECUTIONS FROM COURTS, PROCESS SERVERS OR OTHER AGENCIES. - MAINTAIN CONTROL OF ASSIGNED CUSTODIAL LEDGERS AND RECONCILE TO THE GENERAL LEDGER. - PERFORM RESEARCH SPECIALIST FUNCTIONS AS NECESSARY. - PERFORM PROGRESSIVELY RESPONSIBLE DUTIES AS A RESEARCH SPECIALIST II TO INCLUDE IRS BACKUP WITHHOLDING ACCOUNT MAINTENANCE. - PERFORM OTHER DUTIES AS ASSIGNED.

Reports To: Service Desk Analyst Team Lead   Primary Functions: Responsible for technical support, first-line problem/outage analysis, triage, and resolution in a 24x7 Operations Center. Operate in a fashion that supports the IM Operations mission to exercise a leadership role in maintaining, operating, and providing Information Technology Service Management for the credit union and its subsidiary operations.    Duties and Responsibilities:   - Responding to phone and self-service requests for assistance from users needing technical support. Provide exemplary customer service and professionalism in efforts to resolve incidents. - Actively participate with other members of the Information Management team in Incident Management. - Provide coordination and support for the management of incoming trouble tickets and their subsequent follow up and closure. - Identify patterns in incidents as well as determine and/or create documentation necessary to efficiently resolve any recurrence of the problem. - Maintain awareness of change management schedules for potential service disruptions. - Maintain a working knowledge of the technical applications and functions needed to support users in the enterprise. -  Meet department-specific performance metrics while adhering to the incident handling policies and procedures. - Perform other duties as assigned.

Reports to: Varies by location   Functions Supervised: None   Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Actively engage members at every opportunity to deepen relationships by asking open-ended questions. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately perform teller transactions and member service activities.   Duties and Responsibilities: - Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service. - Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services. - Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need. - Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines. - Perform financial transactions such as deposits, withdrawals, payments and/or other account transactions in an accurate and efficient manner. - Open all types of new accounts while assisting the member to effectively use account. - Receive and process member service requests. Identify, research and correct member account discrepancies. - Perform progressively responsible duties to include: a. Place and receive phone calls related to member business. b. Follow up with prospects and ask for their business. c. Complete sales production reports d. Participate in branch promotions. e. Use the PA system to announce daily product promotions or awareness announcements as assigned. - Perform other duties as assigned.

Reports to: Varies by location   Functions Supervised: None   Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Actively engage members at every opportunity to deepen relationships by asking open-ended questions. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately perform teller transactions and member service activities.   Duties and Responsibilities: - Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service. - Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services. - Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need. - Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines. - Perform financial transactions such as deposits, withdrawals, payments and/or other account transactions in an accurate and efficient manner. - Open all types of new accounts while assisting the member to effectively use account. - Receive and process member service requests. Identify, research and correct member account discrepancies. - Perform progressively responsible duties to include: a. Place and receive phone calls related to member business. b. Follow up with prospects and ask for their business. c. Complete sales production reports d. Participate in branch promotions. e. Use the PA system to announce daily product promotions or awareness announcements as assigned. - Perform other duties as assigned.

Reports to: Domain Manager, Business Analysis   Functions Supervised: None   Primary Functions: Collaborates as a member of Product Development Teams in the analysis of business process and feature definition of product capabilities. An active collaborator with Product Development Team members developing products to achieve strategic business outcomes. Duties and Responsibilities: - Identify and solve business problems by collaborating in the development and implementation of value driven business solutions. - Maintains a working knowledge of credit union business processes. - Define and document product features in collaboration with Product Owners. - Analyze, understand, and document business processes. - Associate documented business processes to product features. - Recommend improvements to identified business process inefficiencies. - Collaborate with system analysts on user story definition for product features. - Collaborate with Product Development Team members on test case development and documentation. - Collaborate with Product Development Team members on test case execution and acceptance. - Collaborate with Product Development Team members on feature completeness and acceptance. - Work closely with other analysts to collaborate in knowledge sharing activities. - Perform other duties as assigned in support of team efforts and results.

Reports To: Business Loan Assistant Manager   Functions Supervised: None   Primary Functions: Coordinate a variety of tasks associated with commercial loan origination and servicing.   Duties and Responsibilities: - Work directly with commercial lending officer and commercial loan administration on loan approval and closing process. - Obtain all loan related documents, verify validity of title documents and obtain loan payoffs when necessary. - Compile, input and confirm all monetary information necessary to properly document the loan. - Assist with closings as directed by the lending officer. - Perform necessary account file maintenance and process transfers and/or payments for business transactions on the core system. - Follow up on loan covenants and obtain necessary information to ensure that member is in compliance with loan terms and conditions. - Maintain filing system for pending loans. - Cross-sale of products and services to member business and individual members, assist commercial lending officers with front-end sales efforts. - Promote new accounts, direct deposit, loans, electronic services and other credit union products and services to members and potential members. - Open all types of new accounts, cross sell credit union services and add new relationships to existing accounts to include ability to establish Ultrabranch for members. - Maintains a strong knowledge of policy and procedures related to business and commercial lending functions. - Perform other duties as assigned.

Reports To: Business Loan Assistant Manager   Functions Supervised: None   Primary Functions: Coordinate a variety of tasks associated with commercial loan origination and servicing.   Duties and Responsibilities: - Work directly with commercial lending officer and commercial loan administration on loan approval and closing process. - Obtain all loan related documents, verify validity of title documents and obtain loan payoffs when necessary. - Compile, input and confirm all monetary information necessary to properly document the loan. - Assist with closings as directed by the lending officer. - Perform necessary account file maintenance and process transfers and/or payments for business transactions on the core system. - Follow up on loan covenants and obtain necessary information to ensure that member is in compliance with loan terms and conditions. - Maintain filing system for pending loans. - Cross-sale of products and services to member business and individual members, assist commercial lending officers with front-end sales efforts. - Promote new accounts, direct deposit, loans, electronic services and other credit union products and services to members and potential members. - Open all types of new accounts, cross sell credit union services and add new relationships to existing accounts to include ability to establish Ultrabranch for members. - Maintains a strong knowledge of policy and procedures related to business and commercial lending functions. - Perform other duties as assigned.