Careers at Wheelhouse

Salary Range: $18.25 – $22.10/hour

Summary:
Responsible for ensuring the safe, efficient, and professional upkeep of all Credit Union facilities, including branches, departments, and grounds. Provide support to staff in such a way that allows them to provide members with the ultimate member experience in accordance with the Credit Union’s Mission, Vision, and Values. Uphold the highest standards of confidentiality and discretion.

Essential Duties and Responsibilities:

1. Maintain strict confidentiality and discretion as it relates to sensitive documents, systems or conversations pertaining to member or employee data and operational security.
2. Prepare and process all incoming and outgoing mail. Open, sort and distribute all incoming mail. Deliver mail to various locations including the Credit Union’s branches and departments, as well as to delivery services, i.e., United States Postal Service, UPS, and FedEx.
3. Assist in coordinating building related projects. Arrange and coordinate service calls for building related repairs.
4. Assist with office moves, furniture assembly, and setup of equipment as needed.
5. Perform routine maintenance and repairs on building systems, including HVAC, plumbing, lighting, and security systems.
6. Respond to incoming email and voicemail messages in a timely manner.
7. Within established timeframes, complete research as needed/requested from various departments.
8. Assist with online supply ordering. Maintain inventory of Credit Union supplies including breakroom supplies, toners, lights, paper, etc.
9. Maintain work environment in a neat and orderly manner.
10. Perform other duties as assigned.

 Position Requirements and Qualifications: 

1. High School diploma or equivalent.
2. Minimum of one year of facilities maintenance experience.
3. Ability to maintain the highly confidential nature of the department.
4. Ability to use good judgement regarding personal safety and the safety of others.
5. Strong problem-solving skills and attention to detail.
6. Previous experience in painting, plumbing, and carpentry.
7. Professional verbal and written communication skills.
8. Proficiency with Microsoft Office products.
9. Valid driver’s license, automobile insurance, and good driving record.
10. Ability to lift and carry up to 25 pounds.
11. May require working occasional evening or weekend hours.
12. Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
13. Knowledge and understanding of the mission and vision of the Credit Union. Strictly adhere to the Credit Union’s policy of confidentiality, security, professional conduct and dress.

Salary Range: $31.37 – $39.22/hour

Summary:
Administrator for critical IT systems. Execute the installation and modifications of support hardware and software installs, as needed. Monitor health of systems including vulnerability remediation on an ongoing basis and make recommendations for necessary upgrades and improvements. Work with outside technical resources and key vendors for installations and problem resolution. Highly independent position with a high degree of trust and responsibility.

Essential Duties and Responsibilities:

1. Monitor and maintain the health and general availability of key IT systems and devices (phones, backups, laptops, network services and administration.
2. Troubleshoot and report to senior management on any user or system issues or concerns and work to correct as needed. Communicate with key vendors as needed to manage updates and resolve critical issues.
3. Communicate with key vendors on open cases, trouble tickets, system access, and other requirements as needed and to support continuous and uninterrupted credit union operations.
4. Monitor, maintain and report on system performance for the credit union’s core system to the Network Manager/VP of IT as needed.
5. Cross train other IT staff on key job functions continuously to ensure adequate staff coverage.
6. Write and maintain procedures related to key areas of responsibility including all systems under management and control.
7. Implement configuration updates related to new security and/or features/options across systems under area of responsibility, including core system.
8. Execute the daily writing, combining, archiving, and verification of credit union files saved to the Onbase document management system.
9. Work with Systems Admin and Network Manager to maintain proper backup and disaster recovery requirements related to key IT systems.
10. Provide backup and daily support to other IT staff as needed/requested once properly cross trained.
11. Provide Information Systems Help Desk support to Credit Union staff by responding to and resolving inquiries regarding core system, workstations, peripherals and other assigned network administrative issues.
12. Coordinate ticket handling/assignment/closing for Tikit (IT help request system).
13. Prepare for as needed and participate in team meetings/product discussions/demos/troubleshooting sessions, document outcomes, provide feedback, and track and update on resulting responsibilities/initiatives.
14. Other duties as may be assigned.

Position Requirements and Qualifications:

1. Bachelor’s degree in an IT administrative discipline plus three years of related IT experience. High school diploma, related IT certifications, and four years IT related work experience may be substituted for the degree.
2. Solid understanding of workstation/laptop hardware and operating systems software (including but not limited to Windows and Mac Operating Systems).
3. Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
4. Experience with IBM AIX operating system and/or SMA OpCon job scheduling software a plus, but not required.
5. Will be required to work some evenings or weekends.
6. The ability to lift and carry equipment up to 30 pounds in weight.
7. Knowledge and understanding of the mission and vision of the Credit Union. Strictly adhere to the Credit Union’s policy of confidentiality, security, professional conduct and dress.

Salary Range: $21.81 – $ 27.27/hour

Summary:
Within established guidelines and procedures, perform work requiring the use of judgment and discretion in making credit decisions for members seeking a variety of loans. Responsible for reviewing loan applications, interviewing loan applicants and obtaining other documentation to determine credit worthiness of applicant and disposition of loan. Prepare appropriate documentation and related forms for submittal to the Lending Manager. Develop information and stipulations to process loan applications such as verification of income and credit reports. Employees assigned to this level will underwrite a variety of consumer and real estate loans with considerable independence.

Essential Duties and Responsibilities:

1. Act as a resource for members and staff questions regarding the Credit Union’s loan programs.
2. Within established guidelines and procedures, perform work requiring the use of judgment and discretion in making credit decisions for consumer and real estate loans.
3. Review all applications to insure completeness and accuracy of information. Inform branch personnel and members of loan requirements and matters affecting the granting of loans.
4. Set stipulations for loan applications accordingly to achieve sound lending decision.
5. Prepare monthly production reports and provide information to manager.
6. Provide recommendations, written or verbal, to the Lending Manager and/or the Credit Manager with regards to credit applications outside individual underwriting authority.
7. Assist branch personnel in facilitating the closing and disbursement of loans insuring that guidelines and stipulations are met.
8. Remain current on lending regulations and guidelines.
9. Complete reports as requested by management.
10. Maintain effective working relationship with staff.
11. All other duties as assigned.

Position Requirements and Qualifications:

1. High school diploma or equivalent.
2. Requires strong sales, and service skills.
3. Minimum of two years of underwriting experience or having the equivalent experience by completing all of the following:

   · Three years of loan interviewing experience.

   · Two years of loan processing experience with consumer loans.

   · Minimum of six months of hands-on consumer or real estate underwriting experience.

   · Completion of an industry recognized loan underwriting course, minimum of 20 hours.

4. Strong organization, communication (written and verbal) and analytical skills with the ability to explain underwriting requirements in a clear and concise manner.
5. Strong knowledge of laws, regulations, policies and procedures as they pertain to lending.
6. Proficiency with Microsoft Office products and on-line computer core processing system.
7. Working knowledge of computers and ability to learn new systems.
8. Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
9. Knowledge and understanding of the mission and vision of the Credit Union. Strictly adhere to the Credit Union’s policy of confidentiality, security, professional conduct and dress.

Salary Range: $19.40 – $24.26/hour

Summary:
This position will assist in various departments/branches with special projects, peak times, and vacant positions due to vacations, call outs, leave of absence or turnover. Availability to work and relocate as needed within multiple locations in any given day. The position of Universal Service Representative I Floater is responsible for procuring business for the branch by maintaining member relationships and referring members to the appropriate products and services. This role opens new accounts, processes, and funds all consumer loans, and routinely performs teller and vault transactions. This position will act as a member advocate handling account updates and/or revisions, account fraud and error resolution. This position will also remain current on all laws, rules and regulations including the Bank Secrecy Act (BSA) and Customer Identification Program (CIP) programs and processes.

Essential Duties and Responsibilities:

1. Assist in various departments/branches by performing a full range of operational and financial transactions including service and sales support to all assigned areas of the branch network.
2. Maintain and balance a cash drawer daily. Receive and process deposits, withdrawals, transfers, cashier check requests, cash advances and loan payments.
3. Make decisions regarding the opening of new membership accounts and responds to requests for information pertaining to memberships, products, services, and consumer loans.
4. Promote Credit Union products and services.
5. Interview loan applicants and ensure accuracy of consumer loan applications as authorized and approved by underwriting and/or Credit Committee prior to funding and disbursing.
6. Participate in assuring quality control in regard to audits and certifications.
7. Process requests to increase scheduled loan payments and collection payments.
8. Complete and maintain monthly sales logs and reports.
9. Meet outlined goals and objectives established for cross-sell on new memberships & consumer loan funding. Adhere to outlined error ratios on funded loans and memberships.
10. Meet and maintain established ancillary goals i.e., GAP, MBP, and Debt Protection.
11. Provide staff support at other branch locations.
12. Ensure compliance with all processes pertaining to BSA, CIP, lending, and REG E programs.
13. All other duties as assigned.

Position Requirements and Qualifications:

1. High school diploma or equivalent plus one (1) or more years of related experience and/or training in a financial institution performing a full range of Teller, new account, and operations functions.
2. Requires strong sales, and service skills.
3. Minimum of six months of experience in consumer lending preferred.
4. Professional and effective oral, written, and interpersonal skills.
5. Ability to address problems and situations by utilizing procedures and other resources within the organization.
6. Proficiency with Microsoft Office products and on-line computer core processing system.
7. Must be eligible to become an individual endorsee under the business entity license of Wheelhouse Credit Union held with the California Department of Insurance. Will be required to complete an individual application for insurance and an affidavit of training and knowledge.
8. Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
9. Effective time management skills.
10. Ability to work with minimal supervision while performing duties.
11. Support Business Development at onsite events and/or Marketing efforts within the community.
12. Knowledge and understanding of the mission and vision of the Credit Union. Strictly adhere to the Credit Union’s policy of confidentiality, security, professional conduct and dress.