CU Employment Opportunities

Credit union employment opportunities remain listed for up to three months from the initial posting date unless AVCU is asked to remove them sooner.  To submit a new position, or to ask us to remove an employment opportunity that is no longer active, please email us.  AVCU is not liable for the content, veracity, or continued availability of any position listed below.  Most recent update: 8/18/22.

Senior Accountant / Secondary markets (south burlington), New England Federal credit union (8/18)

Hours:  Monday-Friday 8:30 am – 5:00 pm

Position Description:

Assists management with ensuring overall accuracy and integrity of financial data and is responsible for the more advanced general ledgers and critical accounting responsibilities. Assist staff accountants with day-to-day questions/requests and with other needs in the absence of the manager. May assist with external audit and examinations and regulatory filings. Assists with special projects assigned by management.

Specific duties include:

  • Performs daily lending reconciliations and reviews to ensure integrity of GL. These include review of Parent/Child loan GLs, P&I deposit accounts for Freddie Mac & Fannie Mae, record all loan sale settlement entries, reconciliation of secondary market transactions and mortgage servicing rights, SBA/USDA loans, indirect auto loans, and appraisal activity.
  • Provide support to Loan Servicing to resolve loan and secondary market investor reconciliation issues.
  • Responsible for the completion of regulatory reporting including NCUA 5300 Call Report, 945 tax return, 1042 tax return, and FHLB QCR.
  • Complete quarterly loan profitability reports (mortgage, auto, indirect auto and Visa)
  • Oversee lease accounting including setting up new leases and ensuring monthly lease accounting entries are made properly.
  • Assist Controller with preparation and coordination of various internal and external audits as well as other ad hoc projects.
  • Other daily reconciliations as assigned.
  • Back-up other responsibilities in the department as assigned.
  • Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Qualifications:

  • A college degree
  • Five to eight years of similar or related experience, including preparatory experience.
  • A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature.
  • Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers.

To apply, visit Careers at NEFCU – New England Federal Credit Union

EOE


commercial credit underwriting supervisor (south burlington), New England Federal credit union (8/18)

Hours:  Monday-Friday 8:30 am – 5:00 pm

Position Description:

Manage a team of Commercial Credit Analysts and Portfolio Managers and provide credit support and service to the Business Lending team. Perform independent credit analysis and risk assessment on larger and more complex credit relationships. Review and analyze borrower/guarantor financial information on an ongoing basis and assist with monitoring the financial condition and performance of borrowers.

Specific duties include:

  • Manage and provide leadership for a team of Commercial Credit Analysts and Portfolio Managers to ensure an efficient level of production and extraordinary service.  This includes attracting, recruiting, motivating and retaining team members.
  • ​​​​Train, develop and mentor new and existing Commercial Credit Analysts and Portfolio Managers in all areas of job responsibilities.  Review loan write-ups completed by team for accuracy and completeness; coach team on any errors or areas for improvement.
  • In collaboration with the Business Lending Officers, complete comprehensive credit analysis and underwriting on larger and more complex credit relationships in a professional, timely and efficient manner.  Identify and assess key risks associated with a borrower’s financial performance, industry and other variables that should be considered in determining a borrower’s risk profile.  Review the proposed loan structure to determine if it is appropriate to sufficiently mitigate and manage risk.  Make independent recommendations regarding credit risk supported by comprehensive analysis.
  • Assist with loan portfolio management, reporting, and commercial appraisal reviews.
  • Provide recommendations and day to day guidance on new and existing workflow process, policies and procedures.
  • Assists Business Lending Officers with review of workout loans to determine cause(s) of loan relationship challenges.  Determine collateral position, lien perfection, collectability and enforceability, and assist in working with outside legal counsel and agents on loan resolution.
  • Continuously seek additional knowledge and training to enhance skills of self and team.
  • Serve as lead on special projects as directed.
  • Maintain confidentiality; adhere to Credit Union policies and procedures; comply with laws, regulations, and industry best practices.

Qualifications:

  • 5+ years of commercial lending, credit, and/or underwriting experience.
  • Prior experience managing a team preferred.
  • Prior commercial loan workout experience preferred.
  • Bachelor’s degree in Finance, Economics, Accounting, or other related field.
  • Solid credit fundamentals in a commercial environment- Formal credit training required.
  • Strong judgment and analytical skills.
  • Strong interpersonal skills- Capable of building relationships with others to gain buy-in and influence.

To apply, visit Careers at NEFCU – New England Federal Credit Union

EOE


member service representative, New England Federal credit union (8/18)

Hours:  40-hour work week, Monday-Friday between the hours of 8:00 am-6:00 pm, including two Saturdays a month from 9:00 am-1:00 pm. Saturdays may be at our Colchester, Williston or St. Albans locations.

Position Description:

The Member Service Representative’s (MSR’s) role is to build member relationships by initiating questions to understand the member’s financial needs and assist in providing solutions to their requests in a friendly and accurate manner.

Specific duties include:

  • Engage members through active dialogue and listening, to uncover unexpressed financial goals and objectives.
  • Actively promotes, demonstrates, and educates members on services that member is not using when fit and need have been identified.
  • Open new memberships, accounts, loans, and services within established guidelines.
  • Support a variety of branch functions including the Teller role.
  • Understanding basic features of all products and services that the credit union offers and frame how these may benefit members.

Qualifications:

  • High School degree or GED required
  • Exceptional interpersonal skills and excellent verbal and written communication
  • Accurate cash handling skills
  • Strong attention to detail, ability to multi-task and problem solve
  • Proficiency with personal computers

To apply, visit Careers at NEFCU – New England Federal Credit Union

EOE


Consumer / Business Loan Servicing Specialist (South Burlington), New England Federal credit union (8/18)

Hours:  Monday-Friday, 8:30 am – 5:00 pm, with the possibility of overtime as circumstances demand.

Position Description:

Receive Service Requests, emails, facsimiles and phone calls to assist members with a wide variety of concerns. Provides the highest level of quality member service. Provides Loan Servicing for Consumer, Business, and Home Equity Mortgage loan products post loan origination/closing.

Specific duties include:

  • Service the loan portfolio, including loan system setup/review for integrity of key loan data fields
  • Process loan transactions, loan payoff requests, loan disbursements, billing/statements, loan research and maintenance via all NEFCU channels.
  • Take action on CRM Service Requests, workflows, and emails. Create/update procedures. Reduce risk to the Credit Union by ensuring member satisfaction.
  • Review multiple loan reports to perform system maintenance and ensure system data integrity throughout loan portfolio.
  • Perform assigned loan servicing functions, to include some or all of the following areas of responsibility: Credit bureau reporting and disputes, insurance plan servicing (collateral protection, debt protection, GAP, credit insurance), loan modification system updates, insurance claims, trust certifications, and title tracking to ensure perfected lien position.
  • Coordinate and prepare all real estate mortgage discharges, partial releases, and vehicle title releases, to include offsite warehouse archival process.
  • Perform system software regression and defect testing for system upgrades. Conduct specific tests to examine system tools from end-user perspective.

Qualifications:

  • High School degree or equivalent
  • A minimum of one year of similar or related experience, including preparatory experience.
  • Proficiency in using Office 365 (MS Word, Excel, etc.).
  • Ability to multi task and work under busy conditions at times. Strong attention to detail, communication, problem solving, time management, and organizational skills.
  • Demonstrated excellence in customer service.
  • Ability to build productive relationships through both individual performance and collaborative teamwork for all stakeholders.

To apply, visit Careers at NEFCU – New England Federal Credit Union

EOE


Teller, New England Federal credit union (8/18)

Hours:  40-hour work week.  Branch Hours: Monday – Friday, 8:00 am-6:00 pm and Saturday 9:00 am – 1:00 pm. Position requires one or two Saturdays per month. Saturdays are worked at our Harvest Lane (Williston) or St. Albans branch.

Position Description:

Provides efficient, accurate, and polite service to members and follows policies and procedures while conducting transactions such as deposits and withdrawals.  Establishes and maintains effective member relationships by anticipating member needs and providing service that is above the members expectations.  Demonstrates personal commitment to continuously develop technical skills needed to conduct member transactions. Demonstrates empathy for member’s needs and refers members to member service staff when a financial need is discovered.

Specific duties include:

  • Deposit and Cash Coin Slips for Member; Redeem Visa Points for members in Springboard and Phoenix; Input Savings Bond transaction; Perform general payment application to Loan Account; Process/Pay off auto and personal loans; Process cash deposits with U.S. Currency only; Deposit Checks & Specialty Checks with guidance and assistance from other Tellers, as needed.
  • Cash checks with guidance and assistance from experienced Tellers; Exchange foreign currency with guidance and assistance from experienced Tellers; Process Cash Advance withdrawal transaction; Process Line of Credit (LOC) Advance withdrawal transaction; Perform Cash/Currency Exchange; Conduct Non-Member Transactions; NEFCU Check (“on-us” check); Cash Advance for non-NEFCU Visa; Savings Bond redemption; Input of transaction
  • Balance own drawer with minimal assistance; Balance checks with minimal assistance

Qualifications:

  • Must be at least 18 years of age
  • High school diploma, GED, or equivalent
  • Travel to other branches in Chittenden and Franklin County may be required
  • Previous cash handling and customer service experience preferred
  • Strong attention to detail, trustworthy, reliable, dependable, and interpersonal savvy are all highly desired

To apply, visit Careers at NEFCU – New England Federal Credit Union

EOE


Digital marketing specialist, NorthCountry Federal credit union (7/14)

Role:

Support the credit union’s vision of being the community’s most loved financial institution, and its mission to make people’s financial dreams come true. Contribute to a world class experience for all members and staff, by building rapport, determining needs, and offering creative solutions to best serve their needs. Demonstrate professionalism and integrity and represent the credit union’s core values in all interactions.

Leverage the website as a platform for service, communication, education, and branding by performing technical website optimizations, monitoring and optimizing digital marketing campaigns, implementing email campaigns, and using effective strategies to generate conversions. Coordinate these efforts with supporting social media posts, email campaigns, and other appropriate online content.

Essential Functions & Responsibilities:

  • Support an excellent user experience by ensuring the credit union’s website is engaging and accessible for all users by adding, removing, and replacing website assets and copy . Ensure all website elements are functional and compliant.
  • Create, set up and closely monitor the effectiveness of multiple digital campaigns that run congruously, and adjust graphics, text, placement, and/or keywords according to how they perform. Work closely with the Analytics Team. Stay within the allotted budget.
  • Use social media, digital marketing, and other online strategies to build awareness of the credit union’s brand, products and services, engage current members, and attract new ones.
  • Monitor and report on website traffic and the results of digital marketing efforts monthly and when requested.
  • Work with vendors and other departments to integrate new services into the website and digital banking.
  • Aid with strategic initiatives as required by management.
  • Develop an understanding and working knowledge of the credit union history, philosophy, organization, bylaws, policies, procedures, and appropriate software systems.
  • Perform all other job-related duties as assigned.

Performance Measurements:

  • Coordination – The ability to effectively coordinate multiple components of an event, process, or project. Ensures efforts are not duplicated, materials are available, manpower is sufficient, schedules are followed, deadlines are met, time and resources are not wasted, information is communicated between parties, and goals are achieved. Able to quickly and appropriately handle unexpected problems.
  • Attention to Detail – The level at which tasks are performed carefully, accurately, and in accordance with specific instructions. Consistency of work quality and compliance with standards, requirements, and expectations. The tracking of numerical data and detailed organizational information, and the careful application of grammar, spelling, and punctuation rules.
  • Analytical Skills – The ability to observe, evaluate, summarize, and apply meaningful data in the problem-solving process. The level of logical reasoning necessary to connect required actions to desired outcomes. The ability to forecast events based upon current situations. Demonstrated skill in generating alternative solutions to problems.
  • Problem Solving – The ability to predict, recognize, and define problems. Skill in generating, selecting, and implementing timely and meaningful solutions.
  • Creativity – The ability to generate new ideas, concepts, processes, actions, or solutions which are original, useful, unusual, and appropriate to the situation. The degree to which preconceived assumptions can be discarded and new possibilities imagined.

Knowledge and Skills:

Experience:  Three years to five years of similar or related experience.

Education: (1) A bachelor’s degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor’s degree (e.g. information technology certifications in lieu of a degree).

Interpersonal Skills:  Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.

Other Skills:

  1. Ability to work independently and efficiently
  2. Strong analytical and writing skills
  3. Organization
  4. Proficiency with common digital marketing platforms (e.g. Google Ads), social media, and Microsoft Office, CMS and setting up digital marketing campaigns
  5. Initiative

To apply for this position, visit the credit union website’s Careers page.

EOE


Assistant Branch manager (Essex, VT) seacomm Federal credit union (7/12)

Role:  Assists with the day to day management of personnel and assumes full responsibility when branch manager is absent. To direct and coordinate the activities of personnel in a remote facility, aiding the branch manager in ensuring the branch meets organizational, financial, service and growth plans.

Responsibilities:

  • Oversees senior teller in balancing daily transactions, the vault, Check 21, and balancing and replenishing automated teller machine as needed. Perform voids for teller staff as needed
  • Provides ongoing training for branch personnel, prepares work schedules, and communicates performance issues to branch manager.
  • Underwrites consumer loan up to the amount assigned per credit union policy, reviews and approves underwriting decisions of subordinate personnel.
  • Respond to technical/operational questions from staff and members and make recommendations and/or decisions within authority.
  • Perform FSR duties including opening accounts, processing application, IRAs, and mortgages.
  • Performs other job related duties as assigned.

Experience:  Three years to five years of similar or related experience is preferred.

Education:  (1) A two year college degree or (2) Completion of a specialized course of study at a business or trade school or (3) Completion of a specialized and extensive in-house training or apprenticeship program.

Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.

Travel: Will be required to fill in at the South Burlington branch when needed.

Apply for this position online at https://seacomm.org/employment.html.

EOE


financial service representative (Essex, VT) seacomm Federal credit union (7/12)

Role:  Identify the financial needs of each member and recommend an effective credit union product solution. In addition, to assist members and potential members with their requests; prepare loan applications, respond to questions and concerns and effectively develop and maintain financial relationships with members through a consultative selling process to determine their needs and then fill the need with a product and/or service solution.

Responsibilities:

  • Provide general credit union information to members regarding products and services and works together to create financial options, which lead to sales closures, buyouts, and quality referrals. This process involves but is not limited to maintaining a thorough knowledge of credit union’s share and loan products, services, policies and procedures.
  • Prepare loan application for all lending requests and analyze current financial position of member. Makes decision to approve, disapprove, or make recommendations and forward to a higher level for review and approval. This process includes but is not limited to pulling credit reports and counseling members on rates, terms and alternate methods of financing and disbursing approved loans to members.
  • Process member requests such as opening/closing accounts, make address changes, payroll changes, account information and help members reconcile their checking accounts.
  • Serve as Teller as needed.

Experience:  Six months to two years of similar or related experience.

Education:  A high school education or GED.

Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.

Other Skills: Good listening and telephone skills; able to operate a computer keyboard; able to make decisions with minimum information.

Apply for this position online at https://seacomm.org/employment.html.

EOE


financial service representative/teller (South Burlington) seacomm Federal credit union (7/12)

Role:  Identify the financial needs of each member and recommend an effective credit union product solution. In addition, to assist members and potential members with their requests; prepare loan applications, respond to questions and concerns and effectively develop and maintain financial relationships with members through a consultative selling process to determine their needs and then fill the need with a product and/or service solution.

Responsibilities:

  • Provide general credit union information to members regarding products and services and works together to create financial options, which lead to sales closures, buyouts, and quality referrals. This process involves but is not limited to maintaining a thorough knowledge of credit union’s share and loan products, services, policies and procedures.
  • Prepare loan application for all lending requests and analyze current financial position of member. Makes decision to approve, disapprove, or make recommendations and forward to a higher level for review and approval. This process includes but is not limited to pulling credit reports and counseling members on rates, terms and alternate methods of financing and disbursing approved loans to members.
  • Process member requests such as opening/closing accounts, make address changes, payroll changes, account information and help members reconcile their checking accounts.
  • Serve as Teller as needed. Welcomes members and provides routine information concerning services and directs members to appropriate department for specific information and service. Cross sells and refers credit union products and services. Receives and processes member financial transactions either in person or through the mail/night drop, including but not limited to deposits, withdrawals and loan payments; verifies cash and check endorsements; sells money orders, official checks and stamps to members; transfers amounts from member accounts as directed.
  • Perform other duties as required.

Experience:  Six months to two years of similar or related experience. Banking experience not required, willing to train the right candidate.

Education:  A high school education or GED.

Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.

Other Skills: Good listening and telephone skills; able to operate a computer keyboard; able to make decisions with minimum information.

Apply for this position online at https://seacomm.org/employment.html.

EOE


Senior Teller / financial service representative (essex, vt) seacomm Federal credit union (7/12)

Role:  To assist the Credit Union in achieving its Service Mission to deliver Total Member Delight in each and every service interaction with both internal and external members. A key component of this external service is to identify the financial needs of each member and recommend an effective credit union product solution. In addition, the position will assist member with their financial transactions, involving paying and receiving cash and other negotiable instruments as well as perform all vault duties. This position will also prepare loan applications and develop and maintain financial relationships with member through a consultative selling process to determine their needs.

Responsibilities:

  • Welcomes members and provides routine information concerning services and directs members to appropriate department for specific information and service. Receives and processes member financial transactions either in person or through the mail/night drop, including but not limited to deposits, withdrawals, and loan payments; verifies cash and check endorsements; sells money orders, official checks and stamps to members; transfers amounts from member accounts as directed.
  • Cross-sells and refers credit union products and services.
  • Maintain security of vault including opening and closing, assist with ordering and verifying bulk cash from Federal Reserve utilizing CETO program.
  • Approve check holds and perform overrides on member accounts within authority. Balances cash drawer and daily transactions, prepares cash sheet and bundles work that is sent to the Accounting Dept. nightly.
  • Act as mentor to other Tellers setting a positive example in carrying out duties.
  • Serve as FSR by providing general CU information to members regarding products and services and works together to create financial options which lead to sales closures, buyouts and quality referrals. Process member’s requests such as opening/closing accounts, make account updates and changes and help member reconcile their checking accounts. Prepare loan applications and make decision by following policy and procedures to approve, disapprove or make a recommendation and forward to a higher level for review and approval. Counsel members on rates, terms and alternate methods of financing and disbursing approved loans to members.
  • Cover in designated cross trained area as assigned.
  • Performs other related duties as assigned.

Experience:  One year to three years of similar or related experience. Banking experience not required, willing to train the right candidate.

Education:  A high school education or GED.

Skills: Must have good communication skills. Calculator and computer keyboard by touch. Operate money and coin counters, photocopier, telephone and other office equipment as needed. Must be good with number and name detail. Ability to lift and move up to 50 pounds of coin and stand for extended periods of time.

Apply for this position online at https://seacomm.org/employment.html.

EOE


System administrator ii (essex or South Burlington, vt) seacomm Federal credit union (7/12)

Role:  To assist the credit union in achieving its service mission to deliver total member delight in each service interaction with both internal and external members. To manage and tune in-house computer software systems and network connections to ensure high levels of availability and security of the supported business applications. Also participates in the planning and implementation of policies and procedures to ensure system provisioning and maintenance that is consistent with company goals, industry best practices, and regulatory requirements.

Responsibilities:

Operational Management

    • Manage all operating systems and end-user software.
    • Manage communications and connection solutions, including workstation connectivity, local area networks,
    • Ensure the integrity and security of enterprise data on host computers, multiple databases, and during data transfer in accordance with business needs and industry best practices regarding privacy, security, and regulatory compliance.
    • Manage input/output fleet, including printers and scanners.
    • Manage end user accounts, permissions, access rights, and storage allocations in accordance with best practices
    • Perform network and security audits * Perform and test routine system backups and restores.
    • Anticipate, mitigate, identify, troubleshoot, and resolve hardware and software problems on servers, input/output fleet, and workstations. Escalate incidents as necessary.
    • Practice network asset management, including maintenance of network component inventory and related documentation and technical specifications information.
    • Support application development teams throughout project lifecycles.
    • Analyze system, server, application, network and input/output device performance.
    • Recommend, schedule, and perform software and hardware improvements, upgrades, patches, reconfigurations, and/or purchases.
    • Conduct research on emerging products, services, protocols, and standards in support of systems software procurement and development efforts.
    • Create required report in response to business user needs.
    • Participate in negotiations with vendors, outsources, and contractors to secure software products and services.
    • Develop, document, and maintain policies, procedures and associated training plans for system administration and appropriate use.

Acquisition & Deployment

    • Coordinate with network engineering, business application, and database administration functions to implement desktop and server systems that utilize industry best practices to meet corporate objectives.
    • Deploy workstations, servers, printers, scanners, firewalls, encryptions systems, and all host security systems.

Strategy and Planning:

  • Participate in and support capacity planning and the development of long-term strategic goals for systems and software in conjunction with end-users and department managers.

Knowledge & Skills

Experience:  Eight to ten years similar or related experience.

Education:  Equivalent to a college degree (BS or BA in a relevant field). Certifications in Palo Alto and Juniper required, Cisco and Microsoft a plus.

Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.

Other Skills: Certified in Palo Alto and Juniper required. Experience with Cisco and Microsoft, certifications a plus. Working technical knowledge of network, PC, and platform operating systems, including Windows 10, Windows Server 2012, 2016, 2019 and Microsoft Hyper-V. Extensive application support experience with MS Office products, Java, Flash, and Adobe PDF Working technical knowledge of current systems software, protocols, and standards including but not limited to Cisco, Palo Alto, Juniper. Strong knowledge of local area network administration. Hands on software and hardware troubleshooting experience. Experience with data management, documenting and maintaining configuration and process information. Maintain a thorough understanding of the organization’s goals and objectives. Knowledge of applicable data privacy practices and laws.

Physical Requirements: Ability to operate a computer keyboard, mouse, power tools and to handle other computer components and to lift and transport moderately heavy objects, such as computers and peripherals.

Work Environment: Onsite 40 hour work week, alternating weekend with on-call availability when necessary. Must be able to work at all credit union locations as needed.

Apply for this position online at https://seacomm.org/employment.html.

EOE


senior operations manager, opportunities credit union (6/3)

Opportunities Credit Union is seeking a Senior Operations Manager to direct, administer and coordinate loan operations, policies, and procedures. Primary areas of focus include member operations, collections, quality control, facilities, records/document management, BSA and compliance.

The ideal candidate will have experience with compliance at a bank or credit union, managing loan servicing staff and interfacing with the Supervisory Committee and/or the Board.

The $60 million credit union has a large, serviced loan portfolio and this position oversees FNMA and other investor loan servicing.

The position is responsible for physical space management, including minor construction projects, permitting, coordinating with outside vendors and internal IT manager. In addition, this position is responsible for adequate security at branches as well as staff training on security procedures. The successful candidate will be able to respond 24/7 to security breaches, damage, alarms, and other potential disasters that could affect the credit union.

Manages operations staff according to the credit union’s policies, procedures and both NCUA and State of Vermont regulatory requirements.

Oversees employee development plans and performance evaluations. Develops and implements the overall compliance plan, policies, and procedures to comply with regulatory changes, mitigate risk and ensure quality.

Serves as the BSA officer, maintains, and updates the BSA Risk Assessment as well as the BSA policy and internal BSA procedures. Interfaces with BSA auditors, state examiners and other loan investor audits.

Acts as a compliance resource for other managers. Ensures that the responsibilities, authorities, and accountability of all direct subordinates are defined and understood.

Provides support and leadership to the Supervisory Committees. Manages committee-meeting packages and takes minutes. Oversees the annual calendar ensuring that all reporting, approvals, policy updates and other required audits or events are completed.

Responsible for overseeing the Asset Quality Analysis and reporting to Board and Committees.

Stays current with regulations regarding NMLS, FACTA, Safe ACT, BSA, FCRA and all other related regulations.

Manages collections, delinquencies, forbearance, and past-due loan monitoring. Interfaces with the Sr. Finance and HR Manager to correctly support related accounting entries. Interfaces with in-house financial counselors to identify and refer members who may benefit from counseling.

Education and/or Experience:  Bachelor’s degree (B. A.) or seven years related experience and/or training; or equivalent combination of education and experience.

Computer Skills:  Knowledge of Office 365 and core systems such as CMC Flex and Servicing Master.

Language Skills: Ability to digest general business information, professional journals, and regulations. Ability to draft reports, take meeting minutes, edit, and update policies and procedures. Ability to develop and effectively present information and respond to questions from groups of Senior Managers, Members, Regulators, Examiners, Auditors, Board/Committees, and the public.

Mathematical Skills: Ability to work with mathematical concepts especially as they pertain to loans and to apply concepts such as fractions and percentages to practical situations.

To apply for this position, email cover letter and resume to hr(at)oppsvt.org.

EOE


indirect operations manager, CU Direct (6/3)

Primary Function (major purpose / objective of the job):

Responsible for technical and sales support to Lenders throughout the region.  In addition, responsible for training applicable staff on credit lending solutions products, coordinating new product and corporate initiative launches, and implementations.

Principal Responsibilities / Objectives:

  • Lead implementation projects for CU Direct and associated products for clients with the ability to use available programs to facilitate the process.  Coordination should include establishment of timetables, client expectation management and proper post-implementation follow up. Provide live technical support to clients.   Provide updates to applicable staff regarding product implementations. (25%)
  • Deliver virtual or on-site training and demonstrations to lenders on CU Direct products, features, and services.  (L360i, AutoSMART, Dealer Portal, SmartFund, SmartApproval, OnSpot, etc.). Position products for referral.  (25%)
  • Grows marketing leadership engagement with CUDL AutoSMART within the assigned client base, providing thought leadership to optimize client participation in campaigns, content, placement, advertising and best practices to drive traffic growth.  (15%)
  • Coordinate and support all company product launches and program initiatives including ongoing training, follow up, usage training and reporting. (10%)
  • Support regular client risk analysis and program monitoring to ensure CUDL product effectiveness is maximized and provide applicable staff and management information and tools necessary to provide valuable consultative services to clients, including regular strategic reviews. Complete special projects as directed by management. Updates applicable sales reporting system a minimum of twice per week.   Have a working knowledge of all internal systems such as project management, product/development, and CRM.  (15%)
  • Living the Values (10%)

Value Team Members and Commit to their Growth – With the right tools and opportunities, we cultivate a respectful environment where people can thrive.

Imagine. Innovate. Inspire. – We innovate with passion, take measured risk, embrace diversity of thought and champion necessary change.

Optimize the Experience – We collaborate to create best-possible experiences for our team members and customers.

Achieve Exceptional Results – We align on desired outcomes and take responsibility for achieving our goals.

Knowledge, Skills and Abilities:

Education:

  • BA/BS Degree or commensurate experience
  • CAPM certification preferred

Experience:

  • Three years experience in a lending industry, automotive finance sales or marketing environment.
  • A minimum of one-year experience working with CU Direct products.
  • Experience with automated lending systems, decision engine, underwriting, credit scoring, portfolio monitoring and tracking, regulatory compliance and point of purchase.

Specialized Skills:

  • Extensive knowledge of the marketplace, automotive industry, and indirect auto lending.
  • Excellent presentation skills with the ability to effectively present to large groups and/or executives.
  • Ability to successfully train a group of people on technical products.
  • Ability to work independently with a high level of initiative.
  • Excellent oral, written, organizational and interpersonal skills.
  • Extensive travel required.

To apply for this position, click here to follow this link.

EOE