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: Loan Review Manager
Functions Supervised: None
Primary Functions: Monitor, collect and track financial information on new and existing borrowing relationships. Also responsible for managing and maintaining database relating to financial reporting requirements, annual loan reviews, collateral inspections and financial covenant testing
Duties and Responsibilities:
- Responsible for monitoring, collecting and tracking financial information from borrowers and guarantors for lending relationships with...
Reports To: Mortgage Production Support Manager
Primary Functions: Provide loan file coverage for processors on PTO. Develop ongoing training to support both onboarding and continuing education efforts within the Processing department. Provide administrative support to Mortgage Production Support Manager.
Duties and Responsibilities:
- Coordinate all Processing Department PTO coverage and file re-assignment.
- Stay abreast of changes impacting the department. Coordinate with the Mortgage Production Support...
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: 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: Manager, Investment Services.
Functions Supervised: None
Primary Functions: Responsible for developing new business and servicing existing accounts in alignment with goals & industry requirements.
Duties and Responsibilities:
- Meet with existing and prospective clients to promote financial planning and investment services.
- Conduct educational seminars and workshops.
- Present client financial plan and investment proposals in a professional manner.
- Collect all required...
Reports to: Manager, Investment Services.
Functions Supervised: None
Primary Functions: Responsible for developing new business and servicing existing accounts in alignment with goals & industry requirements.
Duties and Responsibilities:
- Meet with existing and prospective clients to promote financial planning and investment services.
- Conduct educational seminars and workshops.
- Present client financial plan and investment proposals in a professional manner.
- Collect all required...
Reports to: Manager, Investment Services.
Functions Supervised: None
Primary Functions: Responsible for developing new business and servicing existing accounts in alignment with goals & industry requirements.
Duties and Responsibilities:
- Meet with existing and prospective clients to promote financial planning and investment services.
- Conduct educational seminars and workshops.
- Present client financial plan and investment proposals in a professional manner.
- Collect all required...
Reports to: Manager, Investment Services.
Functions Supervised: None
Primary Functions: Responsible for developing new business and servicing existing accounts in alignment with goals & industry requirements.
Duties and Responsibilities:
- Meet with existing and prospective clients to promote financial planning and investment services.
- Conduct educational seminars and workshops.
- Present client financial plan and investment proposals in a professional manner.
- Collect all required...
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
Primary Functions: Originate mortgage loans and promote related programs within the real estate profession and through personal networks.
Duties and Responsibilities:
- Market mortgage loan programs to the real estate sales industry and to personal contacts.
- Develop and maintain loan referral relationships with professionals in real estate, accounting, legal and financial planning fields.
- Interview buyer/applicants and originate investor mortgage loans. Accept applications and input them to the origination system, provide required estimates...
Reports To: Varies by location
Primary Functions: Originate mortgage loans and promote related programs within the real estate profession and through personal networks.
Duties and Responsibilities:
- Market mortgage loan programs to the real estate sales industry and to personal contacts.
- Develop and maintain loan referral relationships with professionals in real estate, accounting, legal and financial planning fields.
- Interview buyer/applicants and originate investor mortgage loans. Accept applications and input them to the origination system, provide required estimates...
Reports To: Varies by location
Primary Functions: Originate mortgage loans and promote related programs within the real estate profession and through personal networks.
Duties and Responsibilities:
- Market mortgage loan programs to the real estate sales industry and to personal contacts.
- Develop and maintain loan referral relationships with professionals in real estate, accounting, legal and financial planning fields.
- Interview buyer/applicants and originate investor mortgage loans. Accept applications and input them to the origination system, provide required estimates...
Reports To: Varies by location
Primary Functions: Originate mortgage loans and promote related programs within the real estate profession and through personal networks.
Duties and Responsibilities:
- Market mortgage loan programs to the real estate sales industry and to personal contacts.
- Develop and maintain loan referral relationships with professionals in real estate, accounting, legal and financial planning fields.
- Interview buyer/applicants and originate investor mortgage loans. Accept applications and input them to the origination system, provide required estimates...
Reports To: Varies by location
Primary Functions: Originate mortgage loans and promote related programs within the real estate profession and through personal networks.
Duties and Responsibilities:
- Market mortgage loan programs to the real estate sales industry and to personal contacts.
- Develop and maintain loan referral relationships with professionals in real estate, accounting, legal and financial planning fields.
- Interview buyer/applicants and originate investor mortgage loans. Accept applications and input them to the origination system, provide required estimates...
Reports To: Varies by location
Primary Functions: Originate mortgage loans and promote related programs within the real estate profession and through personal networks.
Duties and Responsibilities:
- Market mortgage loan programs to the real estate sales industry and to personal contacts.
- Develop and maintain loan referral relationships with professionals in real estate, accounting, legal and financial planning fields.
- Interview buyer/applicants and originate investor mortgage loans. Accept applications and input them to the origination system, provide required estimates...
Reports To: Varies by location
Primary Functions: Originate mortgage loans and promote related programs within the real estate profession and through personal networks.
Duties and Responsibilities:
- Market mortgage loan programs to the real estate sales industry and to personal contacts.
- Develop and maintain loan referral relationships with professionals in real estate, accounting, legal and financial planning fields.
- Interview buyer/applicants and originate investor mortgage loans. Accept applications and input them to the origination system, provide required estimates...
