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Reports To: Varies by location
Functions Supervised: None
Primary Functions: Responsible for developing new business, structuring, underwriting, and closing of business and commercial loans, as well as monitoring and maintaining a loan portfolio.
Duties and Responsibilities:
- Meet with business members and prospective business members to promote the credit union's commercial loan services and solicit new...
Reports to: Varies by location
Functions Supervised: None
Primary Functions:...
Reports To: Varies by location
Primary Functions: Provide assistance to originator in the origination and processing of mortgage loans.
Duties and Responsibilities:
- Accept telephone calls for the originator, coordinate appointments, respond to inquiries, and provide updated loan status to real estate agents and borrowers.
- Input the loan application, print out applicable origination documentation and required disclosures, obtain borrowers' signatures as required and review documentation for accuracy and completeness.
- Photocopy documentation supplied by the borrower;...
Reports To: Varies by location
Functions Supervised: None
Primary Functions: Close, review, and disburse conventional, FHA, VA, and RD mortgage loans.
Duties and Responsibilities:
- Clear the preliminary title report of any item that will prevent attaining the appropriate lien position.
- Review all closing documentation to ensure that all required documents and information are present, and that the information contained in the documentation complies...
Reports To: Varies by location
Functions Supervised: Area Branch Operations, Administration, Sales, and Member Business Development
Primary Functions: Monitor, direct and control activities within...
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and...
Reports To: Senior Special Credits Control Officer
Primary Functions: Perform collection activity on assigned accounts.
Duties and Responsibilities:
- Contact members regarding delinquent financial obligations and make arrangements for repayment.
- Respond to member inquiries regarding financial obligations owed to the credit union.
- Perform "skip-traces" as required.
- Analyze and initiate documentation necessary for refinancing loans and loan extension requests.
- Analyze and recommend to supervisors, when appropriate, adverse actions on accounts to include,...
Reports to: Branch Manager
Functions Supervised: Branch Activities and Staff
Primary Functions:Supervise the activities of the branch with an emphasis placed on creating positive member and employee experiences. Model a consultative, empathetic, and personalized service approach with every interaction to exceed member service and sales performance standards that aligns with the Global Credit Union Management Philosophy. Support the growth of the credit union by ensuring that individual, branch, and business line goals are met through cross sales...
Reports to: Domain Manager, Business Analysis
Functions Supervised: None
Primary Functions: Collaborates as a member of Product Development Teams in the analysis of business process and feature definition of product capabilities. An active collaborator with Product Development Team members developing products to achieve strategic business outcomes.
Duties and Responsibilities:
- Identify and solve business problems by collaborating in the development and implementation of value driven business solutions.
- Develops a working...
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and...
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and...
Reports to: Branch Manager
Functions Supervised: Branch Activities and Staff
Primary Functions:Supervise the activities of the branch with an emphasis placed on creating positive member and employee experiences. Model a consultative, empathetic, and personalized service approach with every interaction to exceed member service and sales performance standards that aligns with the Global Credit Union Management Philosophy. Support the growth of the credit union by ensuring that individual, branch, and business line goals are met through cross sales...
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and...
Reports to: Area Vice President (Varies by Location)
Functions Supervised: Area Branch Services Support
Primary Functions: Support the Area Vice President in achieving the credit union’s business and financial objectives through the delivery of exceptional service and sales performance within the assigned area. Focus on building lasting member relationships through a consultative approach.
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and...
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and...
Reports to: Consumer Lending Credit Analyst Officer
Primary Functions: Underwrite consumer loan requests.
Reports To: Mortgage Quality Control Compliance Manager
Primary Functions: Perform quality control on conventional mortgage loans. Compile and analyze information for response to investor/insurer/regulatory audits.
Duties and Responsibilities:
- Perform audit functions required for mortgage loans as outlined in the Quality Control Policies and procedures, and as required by investors, insurers, and regulators. This includes review of origination; regulatory compliance; underwriting; closing; and insurance of assigned...
Reports To: Corporate Benefits Manager
Primary Functions: Coordinate all credit union and subsidiary benefit programs.
Duties and Responsibilities:
- Coordinate communication of all employee benefit programs. Respond to inquiries relating to employee benefits and records relating to employee benefits. Research employee benefit concerns, act as liaison between employees and insurance carriers. Coordinate with designated carriers to resolve disputes and...
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and...