Careers at Wheelhouse

Salary Range: $24.56- $30.70/hour

Description

We’re Hiring: Payroll Administrator
Are you a numbers wizard with passion for precision? Do you thrive in a fast-paced environment where accuracy and integrity are non-negotiable? We’re looking for a Payroll Administrator who is ready to take ownership of our payroll operations and ensure every paycheck is perfect every time!

Why You’ll Love This Role:

• Impact: Your work directly supports our people, ensuring they’re paid accurately and on
• Autonomy: Take the lead on payroll processes, compliance and
• Growth: Join a credit union that invests in your development and values your

What You’ll Do:

• Process payroll for all credit union employees with precision and
• Ensure compliance with federal, state, and local payroll
• Reconcile payroll accounts and prepare journal
• Collaborate with HR and Finance to streamline processes and improve
• Handle audits, tax filings, and year-end reporting with confidence.

Requirements What You’ll Bring:

• Four-year college or university degree in Accounting or Finance with two to four years related experience; or a two-year Associate degree in Accounting or Finance with four to six years of related experience, or eight years or greater of equivalent work experience, preferably in a credit union or financial institution.
• Proficiency in payroll and accounting software, including:
  >Paylocity, ADP Run
• Microsoft Excel (advanced functions: VLOOKUP, pivot tables, macros).
• Strong understanding of payroll laws and tax regulations.
• Detail-oriented mindset with passion and getting things

Salary Range: $71,042.00 – $84,465.00/year

Summary:

The Branch Manager is responsible for efficiently supervising the daily operations of his/her business unit to ensure extraordinary member service in areas of account transactions, loan applications, loan turnaround, new accounts and problem solving within established guidelines and procedures. The Branch Manager I position is also charged with motivating and coaching the staff to achieve all branch goals. This position will also remain current on all laws, rules, and regulations including BSA and CIP programs.

Essential Duties and Responsibilities:

1. Maintain a highly motivated, well-trained staff, maintaining effective employee relations.
2. Prepare, implement and supervise the budget for the branch that is consistent with overall strategic plan and budget of the Credit Union.
3. Responsible for implementing company policies and procedures in relation to teller and new account operations. Formulate recommendations concerning important policies and services for review. Remain current on all laws, rules, regulations, policies and procedures pertaining to loans, savings BSA and CIP programs
4. Recruit quality applicants, train and develop tellers and new accounts personnel to maintain proper member relations. Responsible for counseling, performance evaluations, and discipline of assigned employees.
5. Responsible for teller maintenance of required cash limitations, minimal branch and teller cash differences as well as limited teller and new account procedural errors. Monitor office activity, including number of transactions, volume, branch profitability, loan volume, loan turnaround, sales and new accounts.
6. Responsible for monthly alarm tests, audits and certifications to ensure minimal branch audit exceptions. Work with Internal Auditor and Risk Management to ensure compliance of controls.
7. Plan, organize and assign the daily workflow of the teller and new account area via lunch schedules, controlling absenteeism, pro-active problem resolution, etc.
8. Ensure acceptable Shoppers Survey scores are maintained or exceeded by monitoring the quality of member service and sales performance.
9. Review and approve loan applications within authorized limits and approval criteria.
10. Establish weekly staff meetings and product knowledge workshops.
11. Manage the security and safety of the branch with responsibility to analyze security and safety policies and procedures, and to alert all staff.
12. Perform other duties as may be assigned.

Position Requirements and Qualifications: 

1. High School diploma or equivalent.
2. Minimum of three years supervisory experience in a financial institution.
3. Two years of experience working with savings and checking accounts with an emphasis in consumer lending.
4. Professional written and verbal communication skills including excellent grammar and telephone etiquette.
5. Ability to handle people and/or situations with tact, diplomacy, and professionalism.
6. 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.

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. Proficiency with Microsoft Office Products, on-line computer system, and 10 key adding machines.
9. Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
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.

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 loans with considerable independence.

Essential Duties and Responsibilities:

1. Act as a resource for dealer 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 (direct/indirect) and real estate loans.
3. 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.
4. Set stipulations for loan applications accordingly to achieve sound lending decision.
5. Inform management of the progress and performance of dealer partners.
6. Prepare monthly production reports and provide information to manager.
7. Provide recommendations, written or verbal, to the Lending Manager and/or the Credit Manager with regards to credit applications outside individual underwriting authority.
8. Assist branch personnel in facilitating the closing and disbursement of loans insuring that guidelines and stipulations are met.
9. Remain current on lending regulations and guidelines.
10. Complete reports as requested by management.
11. Maintain effective working relationship with staff.
12. 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.
13. All other duties assigned.

Position Requirements and Qualifications:

1. High school diploma or equivalent.
2. 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 underwriting experience.
   • Completion of an industry recognized loan underwriting course, minimum of 20 hours.
3. Strong organization, communication (written and verbal) and analytical skills with the ability to explain underwriting requirements in a clear and concise manner.
4. Strong knowledge of laws, regulations, policies and procedures as they pertain to lending.
5. Proficiency with ten key adding machine, calculator and Microsoft Office products.
6. Working knowledge of computers and ability to learn new systems.
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.
8. Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.

Salary Range: $22.64 – $28.30/hour

Summary:
The Operations Supervisor assists the Branch Manager with all daily functions of the branch including training, coaching and monitoring staff to meet all assigned individual goals and objectives. Provide oversight and approval within assigned limits to staff. Communicate and review all procedures with processing staff ensuring all regulatory and compliance aspects are met. Conduct audits; including cash, branch procedures and process completed by branch staff. Assist the Branch Manager with interviewing, hiring and disciplinary action steps.

Essential Duties and Responsibilities:

1. Maintain and balance a cash drawer daily.
2. Process all teller transactions including deposits, share withdrawals, transfers, loan payment, payoffs, VISA cash advances, and process and post mail daily.
3. Provide approvals and overrides to member facing staff within limits.
4. Perform daily, weekly, monthly, and quarterly audits as outlined.
5. Respond and resolve members’ requests, problems, and complaints.
6. Provide information regarding Credit Union services and policies.
7. Promote and cross-sell Credit Union products and services.
8. Support staff as a back up to the new accounts processes, services, and maintenance.
9. Ensure compliance with all rules, regulations and processes pertaining to BSA and CIP programs.
10. Development and coaching of staff. Make recommendations to branch manager related to action items needed.
11. Oversee all functions of the branch in the absence of the branch manager.
12. Participate in branch Make suggestions for individual and branch improvement.
13. Other duties as may be assigned.

Position Requirements and Qualifications:

1. High school diploma or equivalent.
2. Minimum of two years of financial industry experience.
3. Minimum of one-year of new accounts and supervisory experience.
4. Staff development experience e. coaching, training, tracking and monitoring.
5. Knowledge of consumer lending practices and processes preferred.
6. 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.
7. Experience with interviewing, counseling, writing reviews, recommendations for promotion and/or termination.
8. Proficiency with 10 key adding machine, on-line computer system, and typewriter (minimum typing speed of 40 w.p.m.).
9. Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
10. Knowledge and understanding of the mission and vision of the Credit Strictly adhere to the Credit Union’s policy of confidentiality, security, professional conduct and dress.

Salary Range: $17.25 – $22.10/hour

Summary:

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.

Salary Range: $18.25 – $22.10/hour

Summary:

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. Availability to work and relocate as needed within multiple locations in any given day.

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. Meet established referral goals based on hours worked.
12. Other duties as may be assigned.

Position Requirements and Qualifications: 

1. High school diploma or equivalent.
2. Minimum of one year of teller experience.
3. Minimum of six-months of sales/referral experience.
4. Professional written and verbal communication skills including excellent grammar and telephone etiquette.
5. Ability to handle people and/or situations with tact, diplomacy, and professionalism.
6. Proficiency with Microsoft Office products, 10 key adding machine, on-line computer system, and typewriter (minimum typing speed of 40 w.p.m.).
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.

Salary Range: $17.25 – $22.10/hour

Summary:

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.

Salary Range: $19.40 – $24.26/hour

Summary:

The position of Universal Service Representative I 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. Provide service and sales support to all assigned areas of the branch.
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. Perform other duties 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. 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.
12. Support Business Development at onsite events and/or Marketing efforts within the community.