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’s needs. Assist with staff development and oversee the branch as assigned. 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.
- Build meaningful relationships by participating in branch promotions and community events.
- Support the Member Service Center with incoming calls as scheduled, monitor call activities and appropriately allocate assistance as branch and MSC needs arise.
- Work in partnership with the branch management team to coach, train, develop and motivate branch staff and implement necessary changes to improve individual and branch performance.
- Provide recommendations for branch and organizational enhancements with consideration for the member and employee experience.
- Work effectively in a team environment across all organizational levels, where flexibility, collaboration, and adaptability are important.
- Obtain state mandated insurance license to quote and bind Personal Lines insurance products, as assigned.
- Perform other duties as assigned.
Reports to: Branch Manager
Functions Supervised: Branch Activities and Staff
Primary Functions: Supervise the activities of the branch with an emphasis placed on creating positive member and employee experiences. Model a consultative, empathetic, and personalized service approach with every interaction to exceed member service and sales performance standards that aligns with the Alaska USA Management Philosophy. Support the growth of the credit union by ensuring that individual, branch, and business line goals are met through cross sales activities. Assume responsibility for the branch as assigned.
Duties and Responsibilities:
- Responsible for actively engaging with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
- Coach, lead and motivate branch employees through consistent observational feedback, conduct required documented monthly one on ones, and facilitate training and skill practice sessions.
- Mentor branch staff through employee development and engagement strategies that advance employees for promotional opportunities.
- Deepen and retain member relationships through the execution of member engagement strategies through in-person conversations, relationship calling, and referrals to other business lines.
- Ensure that meaningful relationships are being built through in-branch promotions and community events to increase brand awareness and generate new business.
- Supervise daily operational duties to include compliance, security, branch balancing, control of branch cash and negotiable items, outage recovery, and as assigned general ledger accounts. Recognize operational and compliance deficiencies and recommend and implement corrective action.
- Manage employee and branch schedules to ensure optimal staffing levels and to uphold member service expectations. Review employee time sheets for accuracy and completion and correct errors in a timely manner to meet payroll deadlines.
- Obtain state mandated insurance license to quote and bind Personal Lines insurance products and assist in developing an effective strategy to meet established quote and issue goals.
- Support the Member Service Center by monitoring call activities and appropriately allocating assistance as branch and MSC needs arise.
- Ensure a safe and inclusive work environment, solicit diverse ideas to challenge thinking, and build positive working relationships.
- Perform other duties as assigned.
Reports to: Assistant General Counsel - Vendor Management
Functions Supervised: None
Primary Functions: Review, draft, negotiate and provide legal advice pertaining to a wide variety of credit union contracts and third-party engagements. Partner with members of the vendor management team and other subject matter experts to incorporate areas of compliance, privacy and security, risk management, and ongoing relationship management into all stages of the contract lifecycle. Be a key contributor in all aspects of the vendor management process and program success
Duties and Responsibilities:
- Review, interpret, draft, revise, strategize, and negotiate credit union contracts consistent with credit union policies and objectives.
- Provide timely, concise, competent, and strategic legal advice to business units in all aspects of contracting related risks simultaneously working to facilitate long-term relationships with third parties. Continuously work to incorporate business unit feedback and contractual requirements in all assigned contract reviews.
- Maintain accurate and updated reports on negotiation and contracting status.
- Support the Assistant General Counsel – Vendor Management with credit union contract template and form creation and maintenance.
- Support the Assistant General Counsel – Vendor Management with the evolution of vendor management tools, databases, and other technological platforms to drive toward efficiencies and productivity.
- Utilize the vendor management core system to ensure transparency of process, data integrity, risk mitigation and continuous monitoring, and maintain an organized record.
- Manage numerous projects and complex matters simultaneously under strict deadline pressure while maintaining consistent and clear status updates to vendor management leadership and business lines.
- Other duties, both legal and non-legal in nature, as requested by the Assistant General Counsel – Vendor Management.
- Prioritize and maintain active participation in applicable continuing legal education classes with a willingness to continue to advance competencies in other areas of contracting including third party risk management and global data privacy.
- Aids other members of the vendor management team.
- Actively bring a positive attitude and wide degree of creativity and latitude to each task 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
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: Manager Enterprise Architecture
Functions Supervised: None
Primary Functions: Drive business transformation through the creation of enterprise architectures that align current and future technology decisions with company strategy. Develop enterprise architecture strategies, roadmaps, and standards that promote informed, effective, and impactful business and technology investment decisions.
Duties and Responsibilities:
- Understanding the long-term ("big picture strategist") and short-term (“small picture tactician”) perspectives of situations.
- Building and maintaining relationships with organizational stakeholders by leveraging consultative methods.
- Collaborates with the broader architecture community to ensure that proposed architectures and solutions align with target architectures and roadmaps.
- Providing actionable recommendations using a structured approach to decision analysis that includes technical, risk, financial, and execution capabilities.
- Leads and facilitates interaction with business leaders, product managers and product owners in a business-driven conversation over the risks and implications of the product decision to the line of business, business unit and greater enterprise.
- Scanning emerging technologies and the business ecosystem for major disruptive technology and non-technology trends that affect business. Providing practical advice and best practices to take advantage of new, or emerging, opportunities.
- Translating business architecture and processes into technological decisions to support Product Management teams.
- Leveraging knowledge of business, operating, and financial models and frameworks.
- Creative problem-solving around product / domain-specific challenges, while thinking about the effects on the rest of the organization.
- Understanding, connecting, and articulating technology implications of business goals and vice-versa.
- Demonstrating leadership qualities, self-motivation and ability to work in a collaborative team environment while navigating the political landscape.
- Facilitating difficult conversations, having a holistic and empathetic mindset, bringing concepts to life through presentations, showcasing excellent written, verbal, and presentation skills.
- Developing to-be architectures.
- Developing architectural and technical standards.
- Evaluate and recommend new technologies in support of Credit Union initiatives and Information Management strategies.
- Developing transition architecture to guide migration between as-is and to-be architectures.
- Creating roadmaps and strategies for long-term planning while advising on potential disruptive technologies and trends.
- Leading discussions with vendors, value added resellers (VARs), and other 3rd parties.
- Serving as a visionary in the field of the enterprise architecture discipline.
- 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: Branch Manager
Functions Supervised: Branch Activities and Staff
Primary Functions: Supervise the activities of the branch with an emphasis placed on creating positive member and employee experiences. Model a consultative, empathetic, and personalized service approach with every interaction to exceed member service and sales performance standards that aligns with the Alaska USA Management Philosophy. Support the growth of the credit union by ensuring that individual, branch, and business line goals are met through cross sales activities. Assume responsibility for the branch as assigned.
Duties and Responsibilities:
- Responsible for actively engaging with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
- Coach, lead and motivate branch employees through consistent observational feedback, conduct required documented monthly one on ones, and facilitate training and skill practice sessions.
- Mentor branch staff through employee development and engagement strategies that advance employees for promotional opportunities.
- Deepen and retain member relationships through the execution of member engagement strategies through in-person conversations, relationship calling, and referrals to other business lines.
- Ensure that meaningful relationships are being built through in-branch promotions and community events to increase brand awareness and generate new business.
- Supervise daily operational duties to include compliance, security, branch balancing, control of branch cash and negotiable items, outage recovery, and as assigned general ledger accounts. Recognize operational and compliance deficiencies and recommend and implement corrective action.
- Manage employee and branch schedules to ensure optimal staffing levels and to uphold member service expectations. Review employee time sheets for accuracy and completion and correct errors in a timely manner to meet payroll deadlines.
- Obtain state mandated insurance license to quote and bind Personal Lines insurance products and assist in developing an effective strategy to meet established quote and issue goals.
- Support the Member Service Center by monitoring call activities and appropriately allocating assistance as branch and MSC needs arise.
- Ensure a safe and inclusive work environment, solicit diverse ideas to challenge thinking, and build positive working relationships.
- 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: Branch Manager
Functions Supervised: Branch Activities and Staff
Primary Functions: Supervise the activities of the branch with an emphasis placed on creating positive member and employee experiences. Model a consultative, empathetic, and personalized service approach with every interaction to exceed member service and sales performance standards that aligns with the Alaska USA Management Philosophy. Support the growth of the credit union by ensuring that individual, branch, and business line goals are met through cross sales activities. Assume responsibility for the branch as assigned.
Duties and Responsibilities:
- Responsible for actively engaging with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
- Coach, lead and motivate branch employees through consistent observational feedback, conduct required documented monthly one on ones, and facilitate training and skill practice sessions.
- Mentor branch staff through employee development and engagement strategies that advance employees for promotional opportunities.
- Deepen and retain member relationships through the execution of member engagement strategies through in-person conversations, relationship calling, and referrals to other business lines.
- Ensure that meaningful relationships are being built through in-branch promotions and community events to increase brand awareness and generate new business.
- Supervise daily operational duties to include compliance, security, branch balancing, control of branch cash and negotiable items, outage recovery, and as assigned general ledger accounts. Recognize operational and compliance deficiencies and recommend and implement corrective action.
- Manage employee and branch schedules to ensure optimal staffing levels and to uphold member service expectations. Review employee time sheets for accuracy and completion and correct errors in a timely manner to meet payroll deadlines.
- Obtain state mandated insurance license to quote and bind Personal Lines insurance products and assist in developing an effective strategy to meet established quote and issue goals.
- Support the Member Service Center by monitoring call activities and appropriately allocating assistance as branch and MSC needs arise.
- Ensure a safe and inclusive work environment, solicit diverse ideas to challenge thinking, and build positive working relationships.
- Perform other duties as assigned.
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Provide branch assistance to area branches. Assist in conducting training to branch employees with an emphasis placed on providing prompt, professional, helpful, knowledgeable, and courteous member service while recommending financial products and services to meet member needs. Provide support regarding new products, services, technology, and new programs and processes to encourage change. Contribute to the growth of the credit union by achieving individual, branch, and business line goals through leadership 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.
- 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.
- Coach, lead and motivate branch employees, and assist with training of products and services and updates on policies and procedures for area branches.
- Build meaningful relationships by participating in branch promotions and community events.
- Obtain state mandated insurance license to quote and bind Personal Lines insurance products.
- Support the Member Service Center by monitoring call activities and appropriately allocating assistance as branch and MSC needs arise.
- Provide recommendations for branch and organizational enhancements with consideration for the member and employee experience.
- Assume supervision and responsibility for area branches as assigned.
- Perform other duties as assigned.
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Provide branch assistance to area branches. Assist in conducting training to branch employees with an emphasis placed on providing prompt, professional, helpful, knowledgeable, and courteous member service while recommending financial products and services to meet member needs. Provide support regarding new products, services, technology, and new programs and processes to encourage change. Contribute to the growth of the credit union by achieving individual, branch, and business line goals through leadership 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.
- 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.
- Coach, lead and motivate branch employees, and assist with training of products and services and updates on policies and procedures for area branches.
- Build meaningful relationships by participating in branch promotions and community events.
- Obtain state mandated insurance license to quote and bind Personal Lines insurance products.
- Support the Member Service Center by monitoring call activities and appropriately allocating assistance as branch and MSC needs arise.
- Provide recommendations for branch and organizational enhancements with consideration for the member and employee experience.
- Assume supervision and responsibility for area branches 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: Domain Manager, Systems Analysis
Functions Supervised: None
Primary Functions: Collaborates as a member of a Product Development Team in the analysis of system specific user stories and technical processes of product capabilities. An active collaborator with Product Development Team members in the development of 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
- Develops a working knowledge of credit union product capabilities
- Develops general knowledge of current and emerging technology solutions
- Identify, define, and document user stories and specifications
- Document system architectures, data flows, and relationships to business processes
- Prioritize user stories to facilitate feature development
- Collaborate with software engineers on technical design and development
- Collaborate with Product Development Team members on test case documentation
- Collaborate with Product Development Team members on test case execution and acceptance
- Document and track user stories related to defects and resolution
- 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: 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: 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: Vendor Risk Manager
Functions Supervised: None
Primary Functions: Facilitate and support the credit union’s vendor risk management program to mitigate against vendor risks in alignment with enterprise risk tolerances. Facilitate initial and periodic due diligence reviews of vendors through the collection, review, and preparation of executive summaries of vendor documentation and continuous monitoring of the credit union’s cumulative vendor risk profile. Assist business lines as needed with vendor risk activities.
Duties and Responsibilities:
- Initiates and facilitates vendor screening processes and performs initial and periodic due diligence reviews in a timely fashion.
- Maintains continuous monitoring of vendors between periodic due diligence reviews for issues such as OFAC and UDAAP compliance.
- Maintains heightened level of summary documentation including documented internal risk acceptances on each vendor under the purview of the vendor risk management function.
- Assists maintaining schedules of vendor ongoing due diligence and performance reviews based on risk rating and criticality.
- Coordinates with management and key stakeholders regarding vendor risk and performance.
- Reports on and escalates risk issues to the Vendor Risk Manager.
- Assists in maintaining best-in-class data and matrix’s for monthly and periodic credit union wide reporting requirements.
- Identifies ways to improve risk and performance policies/procedures/processes, user experience, and systems involved in the monitoring and tracking of vendor risk with an emphasis on a risk-based approach that is consistent and repeatable across risk dimensions and reports findings to the Vendor Risk Manager.
- Develops a working knowledge of assigned vendor relationships under the purview of the vendor risk management function.
- Maintains a thorough understanding of all relevant internal policies and external regulatory requirements applicable to credit union vendor risk management.
- Actively supports and promotes a culture of progress ensuring day-to-day quality & risk mitigation is maintained through periods of strategic change.
- Develops and provides assistance to other members of the department.
- Actively bring a positive attitude and wide degree of creativity and latitude to each task as assigned.
- Performs other duties as assigned.
Reports to: Marketing Operations Manager
Functions Supervised: None
Primary Functions: The Marketing Technology Specialist will assist the department in developing and utilizing technology to better serve members and prospective members, serving as super-user and product evangelist for a variety of digital tools.
Duties and Responsibilities:
- Participate as a stakeholder in organization-wide technology implementations and integrations to marketing systems and proactively inform the Marketing Operations Manager on project progress.
- Manage all administrative responsibilities for the marketing technology stack, eg. new staff onboarding and training, basic configuration, troubleshooting, and maintaining required documentation.
- Lead the search for new MarTech tools and platforms to meet busines needs, including collecting requirements, vendor documentation, evaluations, implementation, roll-out and adoption planning.
- Promote current MarTech capabilities, evangelize use cases that empower marketing to achieve more with existing tools. Evaluate new product iterations and communicate benefits of adopting new features or enhancements to existing technologies.
- Perform data privacy and compliance reviews of marketing technology products.
- Collaborate as a member of working teams assigned to the creation and implementation of marketing campaigns.
- Maintain a thorough working knowledge of Alaska USA's products, markets, and compliance requirements.
- Initiate and participate in efforts to further Alaska USA's marketing and business objectives.
- 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 Retail branch partners, the real estate sales industry and to personal contacts.
- Develop and maintain loan referral relationships with professionals in real estate, accounting, legal, financial planning fields, and Retail branch partners.
- 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 Retail branch partners and Realtors as necessary to enhance business relations.
- Attend Retail branch meetings regularly and make in person visits weekly at the main source for Mortgage referrals.
- Provide on-going coaching and training to retail partners as a way to gain quality mortgage referrals.
- Participate in quarterly branch lobby days in conjunction with Retail branch partners.
- Participate in community events as directed to further enhance and grow business and market share.
- Perform other duties as assigned.