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Careers at Wheelhouse

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At Wheelhouse Credit Union we demonstrate our philosophy of People Helping People by providing our members with products and services that help them achieve their financial goals. If you’re looking for a career where you can learn, grow, and have fun while helping others, we may have a position for you!

Enjoy the Benefits of Working for Wheelhouse Credit Union

Wheelhouse Credit Union employees are our most important asset! We have designed a generous benefits package that allows flexibility, options, and opportunity.

Healthcare

Regular full or part-time employees working at least 30 hours per week are offered medical, dental, and vision insurance. The Credit Union contributes to the employee’s coverage and coverage for qualified dependents and/or registered domestic partners is available for purchase. Wheelhouse Credit Union also offers a Flexible Spending Account for Healthcare Reimbursement and/or Dependent Day Care.

401(k) Plan

The 401(k) retirement plan is funded by a combination of Credit Union and employee contributions. After the completion of 90 days of continuous service, employees are eligible to become a member in the 401(k) plan and the Credit Union will begin making discretionary contributions equal to 3% of the employee’s salary.

Paid Time Off

Wheelhouse Credit Union observes 10 paid holidays for all regular full and part time employees. The Credit Union has established a Paid Time Off (PTO) plan that combines vacation and sick leave time into a single PTO bank. The intent of this plan is to allow employees to plan the use of personal time off in a manner that more closely meets their individual needs.

Tuition Reimbursement

Available to all full and part time employees after 6 months of continuous service.

Corporate Citizenship

Regular full and part time employees that have completed 90 days of service are paid regular wages for time spent volunteering with an approved San Diego organization.

Wellness Program

Healthy living education and encouragement for staff, including complimentary flu shots and cholesterol screenings.

Discounted Credit Union services

Free checking and savings accounts, and a 1% rate reduction on selected loan products.

Insurance Coverage

All regular employees working at least 30 hours per week are provided with company-paid Long-Term Disability, Life Insurance, and Accidental Death and Dismemberment insurance.

Friendly Work Culture

Enjoy a supportive and positive work environment, with a focus on professionalism and creativity.

Committed to Diversity

We’re committed to a culture of diversity that reflects the communities in which we live and do business.

Available Positions at Wheelhouse Credit Union

The Accountant II position provides broad-based accounting assignments requiring knowledge of accounting theory and in compliance with Generally Accepted Accounting Principles (GAAP).  Responsibilities include general ledger/bank account reconciliations, month-end close tasks, ACH Processing, wire processing, Accounts Payable, and regulatory/tax reporting.  Assist in the completion of accurate and timely completion of financial records for the Credit Union.  Provide recommendations in process improvements while ensuring internal controls.  Update procedures timely and accurately.

Essential Duties and Responsibilities:

  1. Complete general ledger and/or bank account reconciliations and ensures the accurate and timely resolution of reconciling items. Perform research and correct discrepancies.
  2. Prepare periodic, month-end, and quarter-end closing entries to properly account for general ledger activities in the core banking platform and other third-party systems. Design and generate monthly internal month-end reports to assist with month-end close.
  3. Process ACH incoming and origination files, ensuring compliance with all NACHA regulations.
  4. Process daily corporate and member wires, both domestic and foreign.
  5. Assist with and process Accounts Payable in a timely and accurate manner.
  6. Assist with and process/audit employee payroll using automated payroll system accurately and timely.
  7. Analyze financial reports and records, making studies or recommendations relative to the accounting of reserves, assets and expenditures.
  8. Provide support for internal auditors, external auditors and regulators as directed by the Financial Manager. Collect fieldwork data for audits and examination including but not limited to confirmation letters, audit questionnaires, pro forma data, and other audit schedules.
  9. Assist in conducting special studies, developing, documenting, maintaining, and improving processes and internal controls related to operational and financial accounting functions. Ensure process documentation and desktop procedures are accurate and are updated timely.
  10. Maintain effective communication and coordination with Credit Union personnel and with management.
  11. Other duties as assigned.

 Knowledge, Skills, and abilities required: 

  1. A two-year college or university degree in Accounting, Finance or related field and two-years of related experience. Five years of equivalent work experience, preferably in a credit union or financial institution will be considered in lieu of educational requirement.
  2. Knowledge of Generally Accepted Accounting Principles and/or banking (financial institution) experience preferred.
  3. Advanced spreadsheet skills are required. Proficiency with accounting software and payroll software. Strong personal computer skills including Microsoft Office.
  4. Professional written and verbal communication skills.
  5. A high degree of organization and the ability to handle multiple projects and deadlines.
  6. Excellent collaborative skills and the ability to develop and maintain positive working relationships. Work involves extensive personal contact with others and is usually of a personal or sensitive nature.
  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.
Apply

Provide administrative assistance to the CUNA/CBSI Financial Advisor on a part-time basis estimated at 20 hours per week. Handle incoming calls, schedule appointments, track and monitor branch referrals. Perform basic computer entry processes on a variety of related software. Must provide excellent member service, organizational skills and enjoy working in a team environment.

Essential Duties and Responsibilities:
1. Promptly answer all incoming calls in a polite, professional manner while adhering to all outlined procedures and ensuring member information security at all times.
2. Comply with the Credit Union’s Internal Service Standards when communicating information to other branches/departments.
3. Provide excellent member service by exhibiting professionalism, being courteous and a good listener.
4. Perform a variety of tasks relating to supporting the CBSI Financial Advisor including but not limited to; tracking referrals, communicating with the Credit Union staff and scheduling appointments. Perform related computer functions and/or tasks on CBSI software platform referred to as “Sales Force”. Coordinating CBSI promotional materials, surveys and newsletter. General correspondence and client review mailings. Order and maintain supplies, sales literature and coordinate lobby displays. As requested and approved, attend educational workshops and/or presentations representing both CUNA/CBSI and the Credit Union.
5. Schedule a minimum of 15 client appointments per week for the Financial Advisor.
6. Provide weekly time reporting; maintain member marketing lists ensuring that information is current and accurate.
7. Other duties as assigned.

Position Requirements and Qualifications:
1. High School diploma or equivalent.
2. Minimum of one year of work-related experience.
3. Must have excellent member service skills including phone and in person with clear enunciation in English.
4. Experience coordinating schedules and meeting events.
5. Ability to handle multiple duties including files, clerical functions, office supplies, telephones.
6. Proficiency and utilization of CRM Salesforce to manage referrals, referral contests, prospects, activities, campaigns, seminars and events, etc.
7. Excellent interpersonal and collaborative skills and the ability to develop and maintain positive working relationships are essential.
8. Must possess a high degree of organizational skills and the ability to handle multiple projects and deadlines.
9. Ability to work independently and be self-motivated.
10.Proficiency with Word, Excel, Outlook, Salesforce, Internet and ability to learn additional software packages.
11.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.

Apply

Summary:  In collaboration with the VP, Operations, the Director of Sales & Service is responsible for the coordination of sales and service in the branch network. Responsibilities include establishing, implementing and ensuring service quality standards by setting goals and objectives by position to support the attainment of the Credit Union’s goals and providing maximum member benefit. Also responsible for monitoring, coaching and training all designated employees to improve and enhance member relationships through product sales and cross-selling opportunities and education.  The incumbent will remain current on all laws, rules, and regulations including Bank Secrecy Act (BSA) and Customer Identification Program (CIP) programs.

Essential Duties and Responsibilities:

  1. Support the responsibilities of the VP, Operations e.g., review and develop strategic plan in relation to overall Credit Union goals and prepare and report on assigned areas of responsibility.
  2. Supervise and direct assigned staff. Provide detailed results for performance reviews, recommend salary adjustments, and encourage sales and service delivery thereby maximizing the member experience through optimum performance.
  3. Coordinate branch promotional support and development activities with marketing staff in order to achieve targeted growth.
  4. Work with the Marketing Department and Leadership to monitor local competition to make recommendations on products, services, costs, and rates.
  5. Retain full responsibility for planning, organizing, controlling and coaching the sales and service activities of branch staff.
  6. In conjunction with the Learning & Development Specialist, develop sales training materials and supervise implementation. Communicate with assigned staff to ensure positive and clear understanding of the Credit Union’s goals and direction.
  7. Conduct regular onsite visits to each location, observe and develop strategies to ensure outlined goals are consistently achieved.
  8. Develop, execute and manage an annual budget and sales plan to increase membership, member product penetration, retention and profitability. Operate within approved budget.
  9. Working directly with branch managers, oversee the supervision of all personnel within the branch network.
  10. Establish, track and recommend changes to monthly sales incentive plan.
  11. Review, track and design follow-up plan to address member complaints or concerns identified during follow up contact interactions.
  12. Provide updates on ancillary and investment providers including sales and revenue for all CUNA products (GAP, MRC, DP and CBSI).
  13. Provide updates to VP, Operations on branch and individual performance.
  14. Remain current on all laws, rules, regulations, policies and procedures pertaining to loans, savings, BSA and CIP programs.
  15. Perform other duties as may be assigned.

Position Requirements and Qualifications: 

  1. Bachelor’s Degree in Business Administration or related field plus five years of direct management experience in all phases of retail financial service delivery with special emphasis in managing a sales program, cultivating a sales environment, loan interviewing and loan processing. In lieu of post-secondary education requirement, seven years of experience in branch administration will be considered.
  2. Experience managing multiple branch locations including developing and leading a successful sales program.
  3. Experience with coaching, setting goals, monitoring results and establishing action plans to address improvement.
  4. Must possess consultative sales and business development skills as well as effective cross-selling techniques.
  5. Accountability in meeting established deadlines related to reporting.
  6. Must possess professional written and verbal communication skills
  7. Proficiency with Microsoft Office Products and on-line computer systems.
  8. 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.
  9. Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential
Apply

The Loan Servicer will have the following job responsibilities:

  1. Process payments and payoffs received in the Lending Department.
  2. Fulfill demand and payoff request for consumer and real estate loans.
  3. Monitor daily reports from the insurance vendor and process the necessary adjustments to the loans.
  4. Complete orders for payment coupons received from branches and call center.
  5. Submit collateral insurance information to CPI platform.
  6. Provide back up support for Loan Servicer II for DMV and insurance claims.
  7. Assist with posting Skip a Pay forms.
  8. Research simple loan issues.  Post necessary adjustments and provide loan servicing assistance to members.
  9. Assist with processing UCC-1 forms (Filing, Releasing and Continuations).
  10. Maintain the retention of the real estate loan files in the vault.
  11. Register with the Nationwide Mortgage Licensing System and Registry (NMLS) and State of California Department of Insurance.  Will be required to undergo a background check.  Registration with the NMLS to be maintained on an annual basis.
  12. Perform other duties as assigned

The requirements for the Loan Servicer position include:

  1. High school diploma or equivalent.
  2. One year of general office experience.
  3. Professional written and verbal communication skills.
  4. Insurance knowledge and loan processing experience is a plus.
  5. Problem solving and ability to troubleshoot and research simple issues.
  6. Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
  7. Proficiency with operating general office equipment (including copier, fax machines, scanner), as well as proficiency with Microsoft Office products (e.g., Word, Excel, etc.).
  8. Must be able to represent the Credit Union and conduct business professionally.
  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.
Apply

The Loan Officer will have the following job responsibilities:

  1. Within established guidelines and procedures, perform work requiring the use of judgment and discretion in making credit decisions for members seeking loans.
  2. Review all applications to insure completeness and accuracy of information. Inform branch personnel, members and/or dealers of loan requirements and matters affecting the granting of loans.
  3. Set stipulations for loan applications accordingly to achieve sound lending decision.
  4. Provide recommendations, written or verbal, to Lending Manager and/or VP of Lending with regard to credit applications outside individual loan officer authority.
  5. Assist branch personnel in facilitating the closing and disbursement of loans insuring that guidelines and stipulations are met.
  6. Remain current on lending regulations and guideline as they pertain to consumer lending.
  7. Prepare reports as requested by management.
  8. Maintain effective working relationship with staff
  9. Register with the Nationwide Mortgage Licensing System and Registry (NMLS). Will be required to undergo a background check. Registration with the NMLS to be maintained on an annual basis.
  10. All other duties assigned.

The requirements for the Loan Officer position include:

  1. High school diplomas or equivalent
  2. Minimum of one year of consumer loan underwriting or two years of loan processing experience.
  3. Strong analytical ability.
  4. Ability to handle multiple tasks and duties simultaneously.
  5. Considerable knowledge and understanding of regulations and laws as they pertain to lending.
  6. Proficiency with 10-key, calculator, Microsoft Office, and loan calculations.
  7. Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
  8. 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.
Apply

The Loan Representative will have the following job responsibilities:

  1. Prepare loan applications received through various delivery channels including but not limited to the internet, call center, and lending portal for underwriting.
  2. Process the documents received for each loan file verifying the accuracy and completeness of each document. Update data within the core system or lending operating system upon receipt of documents.
  3. Open new membership accounts, promote and cross-sell Credit Union products and services, and respond to member inquiries.
  4. Notify member of loan decision.  Ensure that applicants receive all necessary notifications according to the respective regulations.  (i.e., adverse action letter, pre-approval notice, etc.).
  5. Request necessary documents to complete loan package for funding.
  6. Complete and ensure all documents contain current and accurate applicant and loan information.
  7. Schedule delivery of loan documents in accordance with the member’s request (i.e., in branch signing or the Credit Union’s electronic delivery system.
  8. Fund loan packages within the applicable time requirements according to loan instructions and stipulations.
  9. Prepare and submit automatic and ACH payment request.
  10. Keep and ensure compliance with Truth in Lending (RegZ), RESPA, ECOA (RegB), Bank Secrecy Act, Customer Identification Program (CIP) and other Federal and State lending laws and regulations.
  11. Assist loan servicing as needed.
  12. Assist with processing the indirect loan applications.
  13. Maintain and balance operator drawer daily.
  14. Register with the Nationwide Mortgage Licensing System and Registry (NMLS) and State of California Department of Insurance.  Will be required to undergo a background check.  Registration with the NMLS to be maintained on an annual basis.
  15. Perform other duties as assigned.

The requirements for the Loan Representative position include:

  1. High school diploma or equivalent.
  2. Minimum of one year of experience in a branch platform experience (new accounts) with six months of loan processing experience.
  3. May be required to work after normal business hours and on weekends.
  4. General knowledge of Federal and State regulations as they pertain to lending is a plus.
  5. Professional written and verbal communication skills including telephone etiquette.
  6. Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
  7. Attention to detail is essential.
  8. Proficiency with operating general office equipment (including copier, fax machine, scanner), as well as proficiency with Microsoft Office products (e.g., Word, Excel, etc.).
  9. Working knowledge of computers and ability to learn new systems.
  10. 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.
Apply

The Phone Branch Representative II will have the following job responsibilities:

  1. Promptly answer all incoming calls in a polite, professional manner while adhering to member identity verification procedures and ensuring member information security at all times. Determine caller’s nature of business and personally assist or when necessary, announce the caller and transfer to the appropriate individual or department.  Comply with Credit Union’s Internal Service Standards when communicating information to other branches/departments.
  2. Provide a high level of quality member service using the Phone Branch Shopper Survey model as a guideline.  Answer each call with a “telephone smile.”  Maintain an average Shopper Score of 90% or better at all times.  Be professional, courteous, tactful and a good listener.
  3. Strive to meet and exceed all Goals and Objectives set by the Phone Branch Manager.
  4. Open accounts for existing members via phone and assist with online new account processing for applications submitted via our website. Act as a source of information for new and existing members who are seeking information about new accounts, modifications to existing accounts or membership qualification. Promote and cross-sell additional Credit Union products and services that fit our member’s needs.
  5. Accept consumer loan applications via phone. Provide accurate information regarding loan products rates and payments to inquiring members/potential members. Conduct thorough interviews with members/potential members while completing loan applications via a web based application platform.  Cross-sell additional loan products and services that fit member needs. Keep up to date and knowledgeable on rates, lending guidelines, policies, procedures and internal marketing promotions.
  6. Assist members with set up and navigation of Home Banking, Bill Payment and our mobile App.  Reset/unlock passwords, research and assist with trouble shooting member access issues and other digital banking related requests.
  7. Process members’ account inquiries, transfers, loan payments, copy requests, fee reversals and check orders.  Research account discrepancies, errors and complaints; follow up to the point of resolution or direct to the applicable department for further assistance.
  8. Respond to member secure and unsecure email requests submitted via our website.  Adhere to the E-Mail Response guidelines. Process online address changes, bill payment applications and additional service requests as received according to department standards.
  9. Maintain full knowledge of Credit Union’s services and transaction procedures as required; performing service functions accurately and efficiently. Thoroughly read, understand and keep record of all promotional materials, Wheelhouse Weekly, SPI’s and any information provided to you in order to represent the Credit Union in a knowledgeable and professional manner.  Comply with all BSA and CIP programs along with the applicable laws, rules and regulations.
  10. Register with the Nationwide Mortgage Licensing System and Registry (NMLS) and State of California Department of Insurance.  Will be required to undergo a background check.  Registration with the NMLS to be maintained on an annual basis.
  11. Other duties as may be assigned.

The requirements for the Phone Branch Representative II position include:

  1. High School diploma or equivalent.
  2. Must possess professional written and verbal communication skills, including excellent telephone and e-mail etiquette including listening skills.
  3. Proficiency with on-line data processing system and Microsoft Office Products. General working knowledge of the internet including online banking/mobile banking is required.
  4. Excellent interpersonal and collaborative skills and the ability to develop and maintain positive working relationships are essential.
  5. Minimum one year of teller and new accounts experience required with demonstrated member service and sales skills. General knowledge of account functions i.e. (Checks, ACH, Debit/Credit cards etc.) is essential. Call center experience a plus.
  6. One year of consumer lending experience required.  Credit Union or comparable financial industry experience preferred.
  7. Must possess the ability to professionally represent the Credit Union and conduct business via the telephone with clear enunciation in English.  Bilingual English/Spanish speaking a plus.
Apply

Under general supervision, process loan servicing transactions, research complex loan issues, reconcile general ledgers, research potential products and provide loan servicing assistance to members. Act as a support to frontline staff for processing and servicing questions.

Essential Duties and Responsibilities:

  1. Perform all loan servicing duties as needed to include processing real estate updates, changes and modifications.
  2. Book mortgage loans and Home Equity Lines of Credit into the core system.
  3. Assist Lending Supervisor field staff questions in the absence of the Lending Manager.
  4. Balance and certify real estate general ledgers monthly.
  5. Process rate changes, demands and reconveyances for real estate loans.
  6. Prepare subordinations packets for review by the Loan Officers.
  7. Assist the Loan Servicing Supervisor in Lending Manager’s absence.
  8. Analyze the real estate escrow impounds account annually and send new coupons to members.
  9. File claims Payment Protection, GAP and MRC.
  10. Research complex loan Post necessary adjustments and provide loan-servicing assistance to members.
  11. Assist with research and implementation of innovative products and services to provide efficiency to the loan department.
  12. Compile information and generate reports as required.
  13. Update department resources to remain current with procedures relating to loan servicing.
  14. Train new employees.
  15. Perform other duties as assigned.

Position Requirements and Qualifications:

  1. High school diploma or equivalent.
  2. Minimum five years of real estate loan servicing experience.
  3. Knowledge of federal and state regulations as they pertain to loan servicing.
  4. Professional written and verbal communication skills.
  5. Strong problem solving and ability to trouble shoot and research moderate to complex issues.
  6. Knowledge in the areas of collections, DMV, insurance products and consumer loan processing is a plus.
  7. Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
  8. Proficiency with operating general office equipment (including copier, fax machine, scanner), as well as proficiency with Microsoft Office products (e.g., Word, Excel, ).
  9. Must be able to represent the Credit Union and conduct business professionally.
  10. 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.
Apply

The Senior Accountant provides broad-based accounting assignments requiring advanced knowledge of accounting theory and in compliance with general accepted accounting principles (GAAP). Main responsibilities include general ledger/bank account reconciliations, month-end close, financial statement preparation, and regulatory/tax reporting. Ensure complete, accurate, and timely completion of financial records for the Credit Union

 Essential Duties and Responsibilities:

  1. Complete general ledger and/or bank account reconciliations and ensures the accurate and timely resolution of reconciling items. Researches and correct discrepancies.
  2. Prepare periodic, month-end, and quarter-end closing entries to properly account for general ledger activities in accounting system, core banking platform and other third-party systems.
  3. Responsible for the preparation of financial statements, management reports, and NCUA 5300 Call reports. Review and analyze fluctuations and variances in balance sheet and income statement accounts. Streamline and improve the data collection and reporting process.
  4. Assist in the Allowance for Loan and Lease Losses (ALLL) monthly analysis including updating/validating data and preparing associated reports. Working with the Financial Manager to ensure analysis in compliance with GAAP and regulatory requirements.
  5. Assist in certifying general ledger/bank account reconciliation prepared by Accountants and Lead Accountant.
  6. Participate in reviews and certification of employee payroll processing prior to and/or post submission.
  7. Prepare and/or coordinate the preparation of Credit Union federal/state income and property tax returns, which include the 990 and 990T. Ensures the timely payment of all taxes.
  8. Provide support for internal auditors, external auditors and regulators as directed by the Financial Manager. Collect fieldwork data for audits and exam including but not limited to confirmation letters, audit questionnaires, pro forma data and other audit schedules.
  9. Assist the Financial Manager in developing, documenting, maintaining, and improving processes and internal controls related to operational and financial accounting functions. Ensure process documentation and desktop procedures are accurate and are updated timely.
  10. Act as a super-user for accounting systems, develop reports to assist management and lead integration of systems as planned.
  11. Maintain effective communication and coordination with Credit Union personnel and with management.
  12. Other duties as assigned.

Knowledge, Skills, and abilities required:

  1. A Bachelor’s degree from an accredited college or university with a concentration in accounting/finance or extensive experience in advanced financial accounting and reporting.
  2. Minimum of five years performing accounting function for financial institution is preferred.
  3. Certified Public Accountant (CPA) certification is a plus.
  4. Advanced spreadsheet skills are required. Strong personal computer skills including Microsoft Office.
  5. Professional written and verbal communication skills.
  6. A high degree of organization and the ability to handle multiple projects and deadlines.
  7. Excellent collaborative skills and the ability to develop and maintain positive working relationships. Work involves extensive personal contact with others and is usually of a personal or sensitive nature.
  8. 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.
Apply

The Senior Member Services Representative will have the following job responsibilities:

  1. Open new membership accounts, promote and cross-sell Credit Union products and services, and respond to requests for information pertaining to membership, products/services and loans.
  2. Interview loan applicants providing information on current policies and procedure and verify that loan application is completed accurately.
  3. Disburse loans as authorized and approved by underwriting and/or Credit Committee.
  4. Discuss options available to members for real estate inquiries. Take applications through our mortgage LOS, act as liaison for members to ensure smooth transaction for all phases of loan process up to funding.
  5. Maintain accurate dual control logs of applicable negotiable items sold to members.
  6. Accept deposits, withdrawals, transfers and loan payments.
  7. Handle requests to increase scheduled loan payments.
  8. Complete and maintain monthly sales logs and reports.
  9. Meet outlined goals and objectives established for cross-sell on new memberships & loan funding. Adhere to outlined error ratios on funded loans and memberships.
  10. Meet and maintain established ancillary goals i.e. CBSI, GAP, MRC and Debt Protection.
  11. Register with the Nationwide Mortgage Licensing System and Registry (NMLS) and State of California Department of Insurance. Will be required to undergo a background check. Registration with the NMLS to be maintained on an annual basis.
  12. Ensure compliance with all processes pertaining to BSA, CIP, lending, and REG E programs.
  13. Perform other duties assigned.

Position Requirements and Qualifications: 

  1. High school diploma or equivalent.
  2. Minimum of two years’ experience in a financial institution with a minimum of one year of new accounts experience.
  3. Minimum of one year of experience in consumer lending.
  4. Preferred knowledge of mortgage lending practices and policies.
  5. Professional written and verbal communication skills including excellent grammar and telephone etiquette.
  6. Ability to handle people and/or situations with tact, diplomacy, and professionalism.
  7. Proficiency with Microsoft Office products, 10 key adding machine and on-line computer core processing system.
  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
  10. Support of Business Development at onsite events and/or Marketing efforts within the community.
Apply

The Senior Member Services Representative will have the following job responsibilities:

  1. Open new membership accounts, promote and cross-sell Credit Union products and services, and respond to requests for information pertaining to membership, products/services and loans.
  2. Interview loan applicants providing information on current policies and procedure and verify that loan application is completed accurately.
  3. Disburse loans as authorized and approved by underwriting and/or Credit Committee.
  4. Discuss options available to members for real estate inquiries. Take applications through our mortgage LOS, act as liaison for members to ensure smooth transaction for all phases of loan process up to funding.
  5. Maintain accurate dual control logs of applicable negotiable items sold to members.
  6. Accept deposits, withdrawals, transfers and loan payments.
  7. Handle requests to increase scheduled loan payments.
  8. Complete and maintain monthly sales logs and reports.
  9. Meet outlined goals and objectives established for cross-sell on new memberships & loan funding. Adhere to outlined error ratios on funded loans and memberships.
  10. Meet and maintain established ancillary goals i.e. CBSI, GAP, MRC and Debt Protection.
  11. Register with the Nationwide Mortgage Licensing System and Registry (NMLS) and State of California Department of Insurance. Will be required to undergo a background check. Registration with the NMLS to be maintained on an annual basis.
  12. Ensure compliance with all processes pertaining to BSA, CIP, lending, and REG E programs.
  13. Perform other duties assigned.

Position Requirements and Qualifications: 

  1. High school diploma or equivalent.
  2. Minimum of two years’ experience in a financial institution with a minimum of one year of new accounts experience.
  3. Minimum of one year of experience in consumer lending.
  4. Preferred knowledge of mortgage lending practices and policies.
  5. Professional written and verbal communication skills including excellent grammar and telephone etiquette.
  6. Ability to handle people and/or situations with tact, diplomacy, and professionalism.
  7. Proficiency with Microsoft Office products, 10 key adding machine and on-line computer core processing system.
  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
  10. Support of Business Development at onsite events and/or Marketing efforts within the community.
Apply

To perform routine member transactions such as receiving and disbursing funds, posting deposits, loan payments, and withdrawals in an accurate, efficient, friendly, and professional manner. This position will also remain current on all laws, rules and regulations including BSA and CIP programs and processes.

Essential Duties and Responsibilities:

  1. Maintain and balance a cash drawer daily.
  2. Accept deposits, share withdrawals, transfers, loan payment, payoffs, VISA cash advances, and process and post mail daily.
  3. Process stop payments.
  4. Provide members with information pertaining to account status, including current balances and loan pay-off amount.
  5. Respond to members’ requests, problems, and complaints, and/or direct them to the proper person for specific information and assistance.
  6. Provide general information regarding Credit Union services or policies, including eligibility for membership, types of accounts available, interest rates, office hours, and branch locations.
  7. Promote and cross-sell Credit Union products and services.
  8. Issue and encode ATM cards.
  9. Prepare payroll deduction forms and net check/ACH requests.
  10. Ensure compliance with all processes pertaining to BSA and CIP programs.
  11. Other duties as may be assigned.

Position Requirements and Qualifications: 

  1. High school diploma or equivalent.
  2. Minimum of six month of cash handling experience in a customer service environment.
  3. Proficiency with 10 key adding machine, on-line computer system, and typewriter (minimum typing speed of 40 w.p.m.).
  4. Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
  5. 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.
Apply
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