1St. Advantage Federal Credit Union job in Virginia
Applications Support Specialist II- Kiln Creek Office Yorktown, Virginia 1st Advantage Federal Credit Union is currently seeking a full-time Applications Support Specialist II to support our Technology department in our corporate office of Yorktown, Virginia. The scheduled hours will be Monday through Friday from 8:30 a.m. to 5:00 p.m.
The Application Support Specialist II is responsible for maintaining, supporting, and optimizing critical business software applications. This role ensures applications are current, reliable, and effectively meet operational needs. This position also provides Tier II support to the Service Desk, manages software deployment projects, and collaborates with both internal teams and external vendors to resolve technical issues and deliver solutions.
1st Advantage Federal Credit Union has been serving members in the Hampton Roads community since 1951. We provide financial products and services that help members get ahead, while volunteering our time and resources to civic organizations and nonprofits that share our mission to improve life for each other. Be part of something special. Join 1st Advantage as a colleague and support our community members.
We offer market competitive compensation and a generous benefit package:
Dollar-for-dollar matching 401(k) plan to 4% of earnings
Choice of three medical plans
Flexible Spending Accounts
Health Savings Accounts
Choice of two Dental plans
Vision
Basic Life & AD/D Insurance - no cost
Optional additional life insurance for colleagues, spouses, and children
Long-term Disability Insurance - no cost
Short-term Disability Insurance - no cost
Employee Assistance Program - no cost
Critical Illness, Accident, and Hospital Indemnity Plans
Generous paid time off accrual program
11 Paid holidays
Pre-paid legal services
Pet Insurance
Discounts on consumer loans and mortgages, increases on savings products, and much more!
To be considered for this opportunity, please submit your fully completed application and resume through our website.
Application Support Specialist Essential Functions & Responsibilities:
Experience supporting and administering Fiserv DNA core banking systems, including configuration, troubleshooting, user management, and coordination of vendor support for system updates and enhancements.
Familiarity with credit union or financial institution operations preferred, with a strong understanding of Fiserv DNA core banking workflows such as deposits, lending, member services, and accounting.
Provide advanced (Tier II/III) support for complex, high-impact application issues, performing root cause analysis and developing long-term solutions. Act as a subject matter expert and escalation point for the Service Desk and junior support staff.
Actively contribute to the planning, coordination, and execution of system upgrades and major application initiatives, ensuring alignment with organizational goals and minimal disruption to operations. Support project leads by managing assigned tasks, facilitating communication, tracking milestones, and assisting with risk identification and mitigation.
Serve as a technical advisor and liaison between IT and cross-functional business units, leading the support, optimization, and integration of complex core applications. Partner with business leaders to assess evolving needs and translate them into scalable application strategies and enhancements.
Drive continuous improvement by proactively identifying opportunities to streamline business processes and enhance application performance, leveraging automation, integration, and emerging technologies. Able to lead new indicatives for innovative solutions. Develop and maintain technical documentation, training materials, and knowledgebase content to support knowledge transfer and application literacy across the organization. Mentor and train Level I Specialists and other team members
Performance Measurements:
Complete scheduled upgrades and maintenance for key business applications (e.g., IMM, MeridianLink, DNA, Nautilus, etc.).
Collaborate with business units to fully leverage and enhance existing and upcoming application functionalities.
Provide daily support for core banking operations, including routine tasks and scheduled processes, while assisting the Service Desk with escalated application issues and third-party vendor management.
Effectively participate in, and complete projects involving IT initiatives and business applications.
Proactively demonstrates the 1st Advantage FCU core values of accountable, adaptable, driven, dependable, and fun.
Qualifications:
Experience Five years to eight 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 normally involves contacts with persons beyond immediate associates generally regarding routine matters for purposes of giving or obtaining information which may require some discussion. Outside contacts take the form of service to the public (members or vendors) requiring ordinary courtesy in providing assistance and information.
Other Skills Strong written and verbal communication skills, adaptable to different audiences. Ability to self-learn and work independently with minimal supervision. Effective at managing multiple priorities and projects simultaneously.
Proficient in supporting Microsoft Windows Server and desktop environments, including basic server and admin troubleshooting. Demonstrated experience with specialized ancillary line of business applications in support of critical business functions. Experience using IT ticketing systems for tracking and resolving issues. Comfortable supporting batch jobs, file imports, and report generation for core business applications. Comfortable with remote support tools (e.g., Remote Desktop, TeamViewer).
Physical Requirements
Talking - Effective verbal communication to convey and acknowledge receiving detail or important instructions accurately, loudly, or quickly. Average Hearing - Able to hear average or normal conversations and receive ordinary information to communicate effectively. Finger Dexterity - Using primarily just fingers to make small movements such as typing, picking up objects and cables, or pinching fingers together to use equipment. Repetitive Motion - Movements frequently and regularly required using the wrists, hands, and/or fingers. Visual Abilities - Visual acuity necessary to read small print, read printed and electronic instructions, read email and computer screens, and operate machinery. Able to distinguish between various lights and colors. Physical Strength - Lifting and carrying equipment, ladders, and office machines to facilitate maintenance and infrastructure. Sitting at a desk or workstation during work hours. Exerts up to 50lbs of force occasionally and required to lift up to 50 lbs. Good physical health and fitness level to allow for occasional lifting, climbing, and manual labor. Ability to Operate a Motor Vehicle - Ability to operate a motor vehicle (including a truck or van) with no restrictions. Employee must maintain a valid active license and insurance policy. Reaching and Stretching - Reaching and stretching, above and below the shoulders, able to connect wiring, cables, and work at heights and outside. Bending - Bending, stooping, squatting, and able to reach hardware components, cables, and other infrastructure elements in confined spaces. Able to work on the floor and on a ladder.
Work Environment Standard office environment.
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
Requirements: Offers of employment are contingent on a satisfactory criminal background and credit history check.
EOE/M/F/Disability/Vet
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
$75k-114k yearly est. 39d ago
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Mortgage Loan Officer
1St. Advantage Federal Credit Union 3.9
1St. Advantage Federal Credit Union job in Virginia
Mortgage Loan Officer- Kiln Creek Office Yorktown, Virginia
1st Advantage Federal Credit Union is currently seeking a full-time Mortgage Loan Officer to support our Mortgage department in our corporate office of Yorktown, Virginia. The scheduled hours will be Monday through Friday from 8:30 a.m. to 5:00 p.m.
The Mortgage Loan Officer will continually identify, develop, and maintain a qualify network of business relationships that serve as a recurring source of referrals for new mortgage lending opportunities. Respond to member inquiries and referrals that are generated from personal contacts and from other 1st Advantage business channels. Conducts interviews with prospective borrowers in order to analyze financial and credit data, determine financing objectives, advice members of product/pricing policies and guidelines, and gather any additional required information. Ensures exceptional member service by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements, demonstrating a commitment to professional ethics, complying with all Federal and State compliance policies.
1st Advantage Federal Credit Union has been serving members in the Hampton Roads community since 1951. We provide financial products and services that help members get ahead, while volunteering our time and resources to civic organizations and nonprofits that share our mission to improve life for each other. Be part of something special. Join 1st Advantage as a colleague and support our community members.
We offer market competitive compensation and a generous benefit package:
Dollar-for-dollar matching 401(k) plan to 4% of earnings
Choice of three medical plans
Flexible Spending Accounts
Health Savings Accounts
Choice of two Dental plans
Vision
Basic Life & AD/D Insurance - no cost
Optional additional life insurance for colleagues, spouses, and children
Long-term Disability Insurance - no cost
Short-term Disability Insurance - no cost
Employee Assistance Program - no cost
Critical Illness, Accident, and Hospital Indemnity Plans
Generous paid time off accrual program
11 Paid holidays
Pre-paid legal services
Pet Insurance
Discounts on consumer loans and mortgages, increases on savings products, and much more!
To be considered for this opportunity, please submit your fully completed application and resume through our website.
Mortgage Loan Officer Essential Functions & Responsibilities:
Ensures exceptional customer experience by overseeing loan process from origination to close and providing on-going communication to member and business partners.
Prospects new mortgage lending opportunities. Meet with members as necessary during various stages of the loan process.
Achieves production goals as established by 1st Advantage.
Develop and maintain a successful relationship with internal and external business referral sources.
Performance Measurements:
Production will be reviewed at least semi-annually and is expected to be $500,000 per month on average. Colleague performance and success in the Mortgage Loan Officer role will be dependent upon meeting or exceeding this production level.
Develop Business Referral Network through marketing, cold calling, prospecting and networking activities.
Meet with prospective borrowers. Review/analyze financial data and determine borrower financing objectives and goals.
Present appropriate 1st Advantage products and programs and explain guidelines. Apprise of pricing and lock rate as required.
Collect supporting loan documentation as required and provide complete package for approval within required time frames.
Identify appropriate opportunities to sell additional products.
Maintain current and thorough knowledge of all lending programs, policies, procedures and regulatory requirements.
Attend and complete all 1st Advantage required training.
Proactively demonstrates the 1st Advantage FCU core values of accountable, adaptable, driven, dependable, and fun.
Qualifications:
Experience One year to three years of similar or related experience.
Education (1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialist training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program.
Interpersonal Skills Work involves much personal contact with others inside and/or outside of the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills Strong computer skills including a fundamental understanding of MS applications, and previous experience utilizing laptop technology for communication purposes. Solid time management skills and the ability to organize, prioritize, and perform multiple tasks simultaneously. Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences. Ability to analyze and comprehend complex financial data and provide financial alternatives. Enthusiasm for assignments and the ability to meet established timelines.
Physical Requirements
Talking-Especially where one must frequently convey details or important instructions, ideas, etc. accurately, loudly, or quickly.
Average Hearing-Able to hear average or normal conversations and receive ordinary information.
Finger Dexterity-Using primarily just the fingers to make small movements such as typing, picking up small objects or pinching fingers together.
Repetitive Motion-Movements frequently and regularly required using the wrists, hands, and/or fingers.
Average Visual Abilities-Average, ordinary visual acuity necessary to prepare or inspect documents, products or operate machinery.
Physical Strength-Sedentary work; sitting most of the time. Approximately 75% or more of time (constantly) is spent working at a desk. Balance of time (25% or occasionally) is spent moving around work areas.
Work Environment Standard office work environment
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
Offers of employment are contingent on a satisfactory criminal background and credit history check.
EOE/M/F/Disability/Vet
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
$45k-63k yearly est. 4d ago
VP Mortgage Operations
Freedom First Credit Union 3.8
Roanoke, VA job
Role:
Manages and directs the daily activities of the mortgage operations department, which includes the processing, closing, and post-closing functions.
Essential Functions & Responsibilities:
40% Supervise the daily activities of the Mortgage Operations Department, including training, coaching, disciplining, and monitoring the performance of employees.
25% Monitor and manage all systems within the department on an ongoing basis to identify areas where process improvement may be needed and executing strategies to resolve defects.
20% Perform departmental self-assessment reviews on an ongoing basis in to mitigate compliance risk associated with federal and state mortgage lending regulations.
15% Serve as back-up to the Mortgage Underwriter by reviewing and evaluating information on mortgage loan requests to determine if borrower(s), property, and loan conditions meet credit union and federal standards, scrutinizing supporting loan file documentation and to provide decisions in a timely, accurate, and efficient manner. Evaluates investor overlays for loan files subject to sale on the secondary market and analyzes loan files to ensure compliance with state and federal regulations.
Performance Measurements:
1. Must comply with government and other regulations affecting the credit union industry including, but not limited to, OFAC and the Bank Secrecy Act. Meets or exceeds performance expectations as described in Essential Functions and Responsibilities. Please refer to Annual Performance Goal document for remaining Performance Measurements.
Knowledge and Skills:
Experience: Three years to five years of similar or related experience
Education: (1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program.
Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills: Skill and ability to use and operate a keyboard (typewriter), computer, calculator, fax machine, copier and telephone. Skill and ability to read and understand financial statements, contracts, applications, computer printouts, manuals and other related materials. Must have the skill and ability to use Microsoft Word and Excel.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle controls; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, or kneel. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
Work Environment: Work is performed indoors in an office environment with normal potential for exposure to safety and health hazards. May periodically travel to other, similar sites. The noise level in the work environment is usually moderate.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
$109k-150k yearly est. Auto-Apply 45d ago
Electronic Communications Specialist (1870)
State Department Federal Credit Union 4.5
Remote or Alexandria, VA job
At SDFCU, we are committed to attracting and retaining top talent to ensure our continued success. Our tradition of exceptional service extends not only to our members but also to our employees. Through comprehensive internal training and workshops, we nurture professional strengths and provide ample opportunities for career advancement. Are you ready to join our dynamic team? We offer competitive salaries, exceptional health, dental, and vision insurance within the first 30 days of employment, a matched 401(K) plan with up to 4% SDFCU contribution, and much more.
Benefits and Perks of SDFCU Include:
Diversity and Inclusion: Work in an environment that values and respects all team members
Paid Holidays: Enjoy 12 paid holidays a year, including your birthday
Flexible Work Options: Potential work-from-home options after the introductory period
Generous Paid Time Off: Ample vacation and personal days to maintain a health work-life balance
Tuition Reimbursement: Support for your ongoing education and career development
Commute/Parking Incentives: Financial incentives for your daily parking
Comprehensive Insurance: Access to excellent medical, dental, and vision insurance packages
Gym Reimbursement: Stay healthy with our gym membership reimbursement program
Team Bonding: Participate in company and team bonding events that foster a collaborative work environment
Join us at SDFCU and be part of a team that values excellence, innovation, and professional growth.
State Department Federal Credit Union is seeking an Electronic Communications Specialist (ECS). This role is responsible for managing email communication between the credit union and members efficiently and professionally. The ECS serves as an operational expert, providing support for member inquiries, researching and resolving issues, and documenting outcomes. They report relevant issues internally and ensure all responses are accurate, professional, and uphold high service standards.
Essential Duties and Responsibilities:
Deliver comprehensive support to the EC team by efficiently managing email communications from members and internal staff, including secure messages. Address inquiries directly or route them to the appropriate department for timely follow-up as needed.
Process member transactions and requests, including but not limited to transfers, check withdrawals, loan payments, stop payment orders, and account inquiries.
Prepare and handle documents requested by members, such as copies of statements, canceled or cleared checks, and account verifications.
Perform account maintenance at the request of members, which may include profile updates, certificate maturity instructions, overdraft management, allotments, and credit or debit card maintenance.
Promote and cross-sell products and services in alignment with Marketing initiatives.
Offer financial guidance on credit union products and services to ensure that members' needs are effectively met.
Execute all appropriate follow-up actions related to email content within position scope, which may involve account transactions, maintenance tasks, member credit/debit card activities, digital banking, bill payments, and other related responsibilities.
Conduct research to resolve issues and ensure prompt, accurate responses to members. Tasks may require gathering supporting documentation, accessing multiple systems, and coordinating with various departments.
Create and update email response templates to address frequently asked questions or issues, utilizing these templates to improve response efficiency.
Identify, document, and report internal operational issues such as system or card-related problems and inaccuracies in website or printed materials.
Qualifications
Required Skills and Competencies:
Minimum of a high school diploma; some college coursework preferred.
At least one year of customer service experience, preferably within the financial sector and with electronic communication exposure.
Exceptional written communication skills, with strong attention to grammar and punctuation.
Proven organizational and time management capabilities.
Demonstrated resourcefulness and detail-oriented problem-solving abilities.
Strong prioritization skills to consistently meet deadlines.
Ability to work independently with minimal supervision.
Proficiency with computer keyboards and various software applications.
Capability to operate essential office equipment, including computers, printers, calculators, telephones, copiers, fax machines, and scanners.
Experience with Microsoft Office suite required.
Willingness to work extended shifts or outside normal hours, as necessary.
$48k-68k yearly est. 5d ago
Contact Center Agent I
Freedom First Credit Union 3.8
Roanoke, VA job
Role:
Handle incoming calls and perform outbound calling as needed. Identify member needs through the use of consultative sales techniques, effectively communicate solutions by referring various credit union products and services. Respond promptly to service requests, resolve the issue or refer members to the appropriate department/ staff member.
Essential Functions & Responsibilities:
65% Available to accept inbound member calls from the Account Specialist queue and performs outbound calling as needed.
10% Identifies cross-sell opportunities by asking questions and refers members to the appropriate employee and/or business partners to deliver those products and services. Answers questions about product details and services; the credit union and issues with accounts for members.
10% Process PBI queue Contact/Service events.
5% Respond to BANNO conversations in an accurate and professional manner.
5% Cross trains on other duties that employees of the Contact Center perform.
5% Perform other related duties as assigned.
Performance Measurements:
1. Must comply with government and other regulations affecting the credit union industry including, but not limited to, OFAC and the Bank Secrecy Act. Meets or exceeds performance expectations as described in Essential Functions and Responsibilities. Please refer to Annual Performance Goal document for remaining Performance Measurements.
Knowledge and Skills:
Experience: Six months to two years of Call Center or related experience.
Education: A high school education or GED.
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: Skill and ability to use and operate a keyboard (typewriter), computer, calculator, fax machine, copier and telephone. Skill and ability to read and understand financial statements, contracts, applications, computer printouts, manuals and other related materials. Must have the skill and ability to use Microsoft Word and Excel.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle controls; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, or kneel. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
Work Environment: Work is performed indoors in an office environment with normal potential for exposure to safety and health hazards. May periodically travel to other, similar sites. The noise level in the work environment is usually moderate.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Monday - Friday 8:45-5:15
$25k-29k yearly est. Auto-Apply 48d ago
People and Culture Coordinator
Apple Federal Credit Union 4.5
Fairfax, VA job
We believe our employees are our greatest asset. That's why we foster a supportive workplace culture that values inclusiveness, innovation and growth. Whether you're just starting out or advancing your career, you'll find opportunities for professional development, mentorship and meaningful impact.
Why Work at Apple FCU
Recognized as a USA Top Workplace (2025) and Top Workplace by The Washington Post (2025)
Collaborative, welcoming environment with forward-thinking leadership
Competitive, comprehensive benefits package, including:
Medical, dental and vision coverage
401(k) with employer match
Paid time off and 11 paid federal holidays
Paid volunteer time to give back
Tuition reimbursement and ongoing training opportunities
Annual TEAM Bonus plan
Role:
As a People and Culture Coordinator you will assist and support People and Culture (P&C). This position will serve as the main point of contact for employees related to P&C policies, processes, and procedures, as well as provide executive administrative support as needed.
Essential Functions & Responsibilities:
Serves as the primary point of contact for People & Culture (P&C) and Apple FCU Staff by assisting with responding to a variety of policy, recruitment, payroll, leave and benefits questions.
Manages the P&C Jira ticketing system to ensure that all inquiries are reviewed and responded to as indicated by the established internal service level agreement.
Updates the P&C Process and Procedures Guidebook and Staff Guidebook.
Creates business process user guides for P&C systems (i.e., ADP, Cornerstone, etc.) internally for P&C and externally for staff.
Collects and compiles P&C data, metrics, statistics, using ADP, Cornerstone, and other systems to prepare dynamic and functional reports and presentations related to recruitment, retention, performance and legal compliance.
Maintains P&C files, records, and documentation with accuracy, integrity, and confidentiality per retention guidelines, including conversion of paper files to electronic files.
Maintains P&C vendor contracts, lists, bills, deadlines and assists in reconciling billing as needed.
Provides executive-level administration support on an as needed basis, which includes, but is not limited to greeting guests, scheduling meetings, answering phones and emails, etc.
Assists in coordination of onboarding new hires and conducting portions of new hire orientation (ANEW101). This includes preparing new hire manuals and setting up the training room.
Supports P&C/Talent Development with setting up training, creating workbooks, PowerPoint presentations etc.
Completes verifications of employment and other requests requiring employment verification per established processes and procedures.
Review and process orders, maintains, and tracks inventory of office supplies and swag.
Works closely with P&C and other teams as needed to ensure that the P&C Apple Net pages are current.
Assists with the planning of special events, such as benefit enrollment, company-wide celebrations, meetings, and employee recognition events.
Other duties as assigned.
Experience:
At least two years of human resources experience required with administrative support experience included.
Prior experience with human capital management systems (HCMs), HR information's systems (HRIS) and/or applicant tracking systems, preferably ADP.
Ability to multi-task and demonstrate flexibility, providing recommendations for efficiency.
Able to handle sensitive and confidential information appropriately.
Education:
Associate's and/or bachelor's degree preferred.
Other Skills:
Minimum of intermediate level proficiency in MS Office Suite (includes, but not limited to Outlook, Excel and PowerPoint).
Ability to create pivot tables, reports, and graphs in Excel.
Ability to multi-task and prioritize competing tasks.
Work Environment:
Extensive Teams chat and call and Outlook email contact.
Ability to function in a hybrid work environment.
Ability to function in a financial institution environment.
The ability to lift 25 lbs. and utilize standard office equipment including, but not limited to, PC, copier, telephone, etc.
Apple Federal Credit Union values, encourages, and implements diversity in the workplace.
As an equal opportunity employer, Apple Federal Credit Union does not discriminate in employment with regard to race, color, religion, national origin, citizenship status, ancestry, age, sex (including sexual harassment), sexual orientation, marital status, physical or mental disability, military status or unfavorable discharge from military service or any other characteristic protected by law.
*All selected candidates will be subject to credit and background checks to determine employment eligibility. *
$36k-44k yearly est. Auto-Apply 11d ago
Branch MSR I (1779)
State Department Federal Credit Union 4.5
Remote or Alexandria, VA job
At SDFCU, we are committed to attracting and retaining top talent to ensure our continued success. Our tradition of exceptional service extends not only to our members but also to our employees. Through comprehensive internal training and workshops, we nurture professional strengths and provide ample opportunities for career advancement. Are you ready to join our dynamic team? We offer competitive salaries, exceptional health, dental, and vision insurance within the first 30 days of employment, a matched 401(K) plan with up to 4% SDFCU contribution, and much more.
Benefits and Perks of SDFCU Include:
Diversity and Inclusion: Work in an environment that values and respects all team members
Paid Holidays: Enjoy 12 paid holidays a year, including your birthday
Flexible Work Options: Potential work-from-home options after the introductory period
Generous Paid Time Off: Ample vacation and personal days to maintain a health work-life balance
Tuition Reimbursement: Support for your ongoing education and career development
Commute/Parking Incentives: Financial incentives for your daily parking
Comprehensive Insurance: Access to excellent medical, dental, and vision insurance packages
Gym Reimbursement: Stay healthy with our gym membership reimbursement program
Team Bonding: Participate in company and team bonding events that foster a collaborative work environment
Join us at SDFCU and be part of a team that values excellence, innovation, and professional growth.
State Department Federal Credit Union is seeking a Branch MSR I. This role is responsible for assisting members and potential members with their financial needs, including explaining credit union services, processing transactions, resolving inquiries, and directing members to appropriate resources. The position combines teller operations with exceptional customer service to enhance member satisfaction and promote the credit union's products and services.
Essential Duties and Responsibilities:
Process transactions such as deposit, withdrawals, transfers, loan payments, money orders, and credit card advances with accuracy and efficiency
Perform opening and closing duties for the branch as assigned.
Deliver exception service to members through in-person interactions, phone calls, and digital banking messaging, ensuring their needs are effectively addressed.
Utilize sales techniques to cross-sell credit union products and services based on member profiles.
Maintain compliance with SDFCU's policies, including BSA/Compliance logs.
Collaborate with team members to ensure operational efficiency.
Provide feedback to supervisors regarding teller line operations and member interactions.
Promote the credit union's positive image within the community.
Qualifications
Required Skills and Competencies:
Minimum of 1 year of experience in teller or customer service roles, including cash handling and sales
Excellent interpersonal and communication skills
Strong organizational and judgement capabilities
Proficiency in typing and working in a Windows-based PC environment
$123k-192k yearly est. 10d ago
Facilities Maintenance Specialist
1St. Advantage Federal Credit Union 3.9
1St. Advantage Federal Credit Union job in Newport News, VA
Newport News, VA 1st Advantage Federal Credit Union is currently seeking a full-time Facilities Maintenance Specialist to support our Facilities Department. Scheduled hours will be 40 hours per week between the hours of 8:00 a.m. to 5:00 p.m. Monday through Friday, Saturdays as needed.
The Facilities Maintenance Specialist will provide general maintenance to the Credit Union's facilities as assigned by the Facilities Manager. Oversees facilities projects, provides guidance to facilities team members, subcontractors and small building projects.
1st Advantage Federal Credit Union has been serving members in the Hampton Roads community since 1951. We provide financial products and services that help members get ahead, while volunteering our time and resources to civic organizations and nonprofits that share our mission to improve life for each other. Be part of something special. Join 1st Advantage as a colleague and support our community members.
We offer market competitive compensation and a generous benefit package:
* Dollar-for-dollar matching 401(k) plan to 4% of earnings.
* Choice of three medical plans
* Flexible Spending Accounts
* Health Savings Accounts
* Choice of two Dental plans
* Vision
* Basic Life & AD/D Insurance - no cost
* Optional additional life insurance for colleagues, spouses, and children
* Long-term Disability Insurance - no cost
* Short-term Disability Insurance - no cost
* Employee Assistance Program - no cost
* Critical Illness, Accident, and Hospital Indemnity Plans
* Generous paid time off accrual program
* 11 Paid holidays
* Pre-paid legal services
* Pet Insurance
* Discounts on consumer loans and mortgages, increases on savings products, and much more!
To be considered for this opportunity, please submit your fully completed application and resume through our website.
See below for full .
Facilities Maintenance Specialist Essential Functions & Responsibilities:
* Perform general maintenance and repairs to ensure facilities are kept in accordance with 1A standards of safety, cleanliness, and aesthetic appeal. Complete work orders in an efficient and timely manner.
* Assist with mail/package distribution as directed.
* Sets up and breaks down for special events according to guidelines provided. Transport, relocate and maintain generators and ATM machines according to specific schedules and requests.
* Reconfigures, moves, alters and orders Tecknion wall systems and office furniture systems according to current 1A needs. Constructs, builds and reconfigures items or spaces according to specified guidelines.
* Performs other duties as assigned.
Performance Measurements:
* To ensure a safe working environment is maintained for all colleagues and members.
* To ensure the issues or items specified in Help Desk requests are correct, complete and timely.
* Proactively demonstrates the 1st Advantage FCU core values of accountable, adaptable, driven, dependable, and fun.
* Uphold 1A image standards by maintaining a professional and business-like work environment.
* To develop recommendations for cost efficiencies and enhancements to facilities management by monitoring the age and wear of existing equipment and building structures.
* To complete all projects in a timely, creative, and effective manner; keeping manger informed of critical areas.
* Proactively demonstrates the 1st Advantage FCU core values of accountable, adaptable, driven, dependable, and fun.
Knowledge and Skills:
Experience Three years to five years of similar or related experience. Knowledge of maintenance produces to include basic understanding of blueprints and the operation of electrical, mechanical, heating, cooling and plumbing equipment. Valid and current driver's license. Bondable.
Education High school graduate or equivalent.
Interpersonal Skills Courtesy, tact, and diplomacy are essential elements of the job. Able to coordinate well with others in a professional manner.
Other Skills Able to operate drills, electrical tools, meters, timers, hand tools and all related machinery.
Physical Requirements
Talking - Effective verbal communication to convey and acknowledge receiving detailed or important instructions, accurately, loudly, or quickly.
Average Hearing - Able to hear average or normal conversations and receive ordinary information to communicate effectively.
Finger Dexterity - Using primarily just fingers to make small movements such as typing, picking up objects and cables, or pinching fingers together to use equipment.
Repetitive Motion - Movements frequently and regularly required using the wrists, hands, and/or fingers.
Visual Abilities - Visual acuity necessary to read small print, read printed and electronic instructions, read email and computer screens, and operate machinery. Able to distinguish between various lights and colors.
Physical Strength - Lifting and carry equipment, ladders, and office machines to facilitate maintenance and infrastructure. Sitting at a desk or workstation during work hours. Exerts up to 50 lbs. of force occasionally and required to lift up to 50 lbs. Good physical health and fitness level to allow for occasional lifting, climbing, and manual labor
Ability To Operate a Motor Vehicle - Ability to operate a motor vehicle (including a truck or van) with no restrictions. Employee must maintain a valid active license and insurance policy.
Reaching and Stretching - Reaching and stretching, above and below the shoulders, able to connect wiring, cables, and work at heights and outside.
Bending - Bending, stooping, squatting, and able to reach hardware components, cables, and other infrastructure elements in confined spaces. Able to work on the floor and on a ladder.
Work Environment Standard office work environment.
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
Requirements: Offers of employment are contingent on a satisfactory criminal background and credit history check.
EOE/M/F/Disability/Vet
$38k-53k yearly est. 13d ago
Contact Center Personal Banker I
Freedom First Credit Union 3.8
Roanoke, VA job
Role:
Conduct inbound and outbound calling to identify member needs through the use of independent analysis, judgment, and consultative sales techniques, to effectively communicate various credit union products and services to satisfy the members needs in a timely and effective manner. This includes but not limited to setting up new accounts, offering and processing lending products and additional services, respond to service requests, and direct members to the appropriate department/staff member.
Essential Functions & Responsibilities:
45% Assists members contacting the credit union through inbound calls or online channels with opening and closing accounts, explains credit card options, submit credit card requests for processing and decision. Provides information or answers questions about all credit card and deposit products/services. Responds to service requests.
20% Evaluates member needs and identifies cross-sell opportunities and cross-sells services to members.
20% Maintains contact with new members, building on the relationship, process 10 day follow up phone calls, and reach out on maturing CD's.
15% Cross trains on other duties performed by Contact Center employees.
Performance Measurements:
Must comply with government and other regulations affecting the credit union industry including, but not limited to, OFAC and the Bank Secrecy Act.
Meets or exceeds performance expectations as described in Essential Functions and Responsibilities.
Please refer to Annual Performance Goal document for remaining Performance Measurements.
Knowledge and Skills:
Experience One month to twelve months of similar or related experience.
Education (1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program.
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 Skill and ability to use and operate a keyboard (typewriter), computer, calculator, fax machine, copier and telephone. Skill and ability to read and understand financial statements, contracts, applications, computer printouts, manuals and other related materials. Must have the skill and ability to use Microsoft Word and Excel.
Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle controls; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, or kneel. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
Work Environment Work is performed indoors in an office environment with normal potential for exposure to safety and health hazards. May periodically travel to other, similar sites. The noise level in the work environment is usually moderate.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Monday -Friday 8:30AM -5:00pm
$28k-34k yearly est. Auto-Apply 33d ago
Investment Services Operations Specialist
Apple Federal Credit Union 4.5
Fairfax, VA job
Job Description
Why Join Apple?
At Apple Federal Credit Union, we're more than a financial institution; we're a community-focused organization powered by passionate people. With 24 branches across Northern Virginia and a proud legacy of service, we're committed to improving the lives of our members and the communities we serve.
We believe our employees are our greatest asset. That's why we foster a supportive workplace culture that values inclusiveness, innovation and growth. Whether you're just starting out or advancing your career, you'll find opportunities for professional development, mentorship and meaningful impact.
Why Work at Apple FCU
Recognized as a USA Top Workplace (2025) and Top Workplace by The Washington Post (2024)
Collaborative, welcoming environment with forward-thinking leadership
Competitive, comprehensive benefits package, including:
Medical, dental and vision coverage
401(k) with employer match
Paid time off and 11 paid federal holidays
Paid volunteer time to give back
Tuition reimbursement and ongoing training opportunities
Annual TEAM Bonus plan.
Investment Services Operations Specialist
The Investment Services Operations Specialist plays a critical role in supporting Apple Financial Services' investment program. This position is responsible for ensuring seamless coordination between members, advisors, and internal departments, while driving operational excellence, maintaining compliance, and enhancing the overall member experience. The Specialist also contributes to process improvement, reporting accuracy, and strategic initiatives that strengthen Apple FCU's investment services.
Essential Functions & Responsibilities
Member & Advisor Support
Serve as the primary point of contact for member inquiries related to investment services, providing timely and accurate guidance.
Act as a liaison between advisors, members, and the Member Solution Center (MSC) to resolve complex issues and ensure a positive member experience.
Proactively identify opportunities to improve service delivery and escalate concerns when necessary.
Reporting, Compliance & Quality Assurance
Prepare and analyze monthly and quarterly reports for AFS Financial Services Investments, highlighting trends and recommending improvements.
Maintain accurate client records in ClientWorks, ensuring compliance with regulatory requirements and internal standards.
Monitor completion of AFCU and LPL training across the team, ensuring deadlines are met and compliance risks are minimized.
Referral & Pipeline Management
Manage the referral pipeline by qualifying incoming leads, scheduling advisor appointments, and tracking conversion metrics.
Develop strategies to optimize referral outreach, ensuring timely follow‑up and maximizing advisor productivity.
Provide reporting to leadership on referral outcomes and recommend process enhancements.
Appointment & Workflow Coordination
Oversee scheduling of member appointments, balancing advisor availability, travel logistics, and member needs.
Implement scheduling best practices to reduce conflicts and improve efficiency.
Partner with advisors to anticipate workload demands and adjust scheduling processes accordingly.
Administrative & Operational Oversight
Supervise daily administrative functions including mail processing, check handling, and supply management.
Provide direct support to the VP of Apple Financial Services, including project coordination and operational reporting.
Identify opportunities to streamline administrative workflows and implement process improvements.
Assists with administration of programs, projects, and/or processes specific to Apple Financial Services Investments
Must be able to interact with all levels of the Credit Union and the Community
Acts as the person in command on all operational issues.
Prepare Department PowerPoint presentations.
Digital & Marketing Collaboration
Serve as Site Captain for AFS investment/insurance content on Apple FCU's website, ensuring accuracy and alignment with marketing strategy.
Collaborate with Marketing to update content quarterly and recommend enhancements that improve member engagement.
Monitor digital appointment requests and ensure seamless integration with advisor scheduling systems.
Position Impact
This role goes beyond administrative support, it is a strategic operations partner, within Apple Financial Services. By managing workflows, ensuring compliance, and strengthening relationships between members and advisors, the Investment Services Operations Specialist directly contributes to the growth and success of Apple FCU's investment program.
Experience:
Minimum 3 years Branch, Call Center, or other related financial institution experience.
Minimum two-year experience troubleshooting and understanding internet browsers, operating systems, and mobile applications.
Education:
Previous background with investment services preferred
Associates or bachelor's degree required
Work Environment:
The Investment Services Support Specialist operates in a professional office setting within Apple Financial Services. The role involves frequent interaction with members, financial advisors, and internal departments, requiring strong communication and collaboration skills. The environment is fast-paced and detail-oriented, with clear performance metrics and compliance standards. Daily responsibilities include managing referrals, scheduling appointments, and handling sensitive member information, which demands accuracy and confidentiality. The position relies heavily on technology, including Microsoft Excel and ClientWorks, and requires adaptability to shifting priorities while maintaining exceptional member service.
Apple Federal Credit Union values, encourages, and implements diversity in the workplace.
As an equal opportunity employer, Apple Federal Credit Union does not discriminate in employment with regard to race, color, religion, national origin, citizenship status, ancestry, age, sex (including sexual harassment), sexual orientation, marital status, physical or mental disability, military status or unfavorable discharge from military service or any other characteristic protected by law.
All selected candidates will be subject to credit and background checks to determine employment eligibility.
$39k-48k yearly est. 2d ago
Lead Cybersecurity Analyst (1570)
State Department Federal Credit Union 4.5
Remote or Alexandria, VA job
At State Department Federal Credit Union, we are committed to attracting and retaining top talent to ensure our continued success. Our tradition of exceptional service extends not only to our members but also to our employees. Through comprehensive internal training and workshops, we nurture professional strengths and provide ample opportunities for career advancement. Are you ready to join our dynamic team? We offer competitive salaries, exceptional health, dental, and vision insurance within the first 30 days of employment, a matched 401(K) plan with up to 4% SDFCU contribution, and much more.
Benefits and Perks of SDFCU Include:
Diversity and Inclusion: Work in an environment that values and respects all team members
Paid Holidays: Enjoy 12 paid holidays a year, including your birthday
Flexible Work Options: Potential work-from-home options after the introductory period
Generous Paid Time Off: Ample vacation and personal days to maintain a healthy work-life balance
Tuition Reimbursement: Support for your ongoing education and career development
Parking Incentives: Financial incentives for your daily parking
Comprehensive Insurance: Access to excellent medical, dental, and vision insurance packages
Gym Reimbursement: Stay healthy with our gym membership reimbursement program
Team Bonding: Participate in company and team bonding events that foster a collaborative work environment
Join us at SDFCU and be part of a team that values excellence, innovation, and professional growth.
State Department Federal Credit Union is seeking a Lead Cybersecurity Analyst to take ownership and make an impact. In this role, the analyst serves as the go-to expert for all things cybersecurity, helping shape standards, strengthen defenses, and protect members' data.
The Lead Cybersecurity Analyst works closely with IT and business teams to drive innovation, identify risks, and stay ahead of evolving threats. Responsibilities include leading security audits, developing remediation plans, and implementing identity and access management solutions to ensure that both on-premises and cloud environments remain secure.
This position also involves mentoring team members, collaborating with vendors, and contributing ideas that improve processes and enhance cybersecurity practices. The ideal candidate is passionate about cybersecurity, able to lead by example, and ready to influence an organization that values innovation and trust.
Job Duties and Responsibilities:
Provide technical direction for data security, incident response, emerging technologies and industry best practices.
Work with vendors, business units, and application owners to ensure all SDFCU on-prem and cloud-based environments are secure and maintain appropriate risk posture.
Provide guidance and support to team members.
Work with internal teams and vendors to ensure security vulnerabilities and risks are properly understood, prioritized, and remediated in a timely manner.
Plan, implement, and manage identity and access management solutions.
Provide configuration, maintenance, and monitoring oversight of existing network and security technologies.
Provide support to investigations & incident management team on matters of information security, intrusion mitigation/detection and computer forensics.
Support internal and external compliance assessments/audits and establish mitigation plans for any findings.
Identify and define system security requirements and assess gaps in coverage. Evaluate and partner with vendors to implement new security solutions as needed.
Develop and publish metrics and dashboards demonstrating security posture and event activity
Qualifications
Required Skills and Competencies:
Bachelor's Degree in a program related to Computer Science, Information Security, or Risk Management.
5-7 years of overall relevant IT experience. Including 3+ years of hands-on technical experience in some combination of cloud security, infrastructure security, incident response, network security, identity management, security tools, architecture reviews, etc.
Solid grounding in information security and risk management principles. Thorough understanding of IaM solutions, best practices, and Zero-Trust concepts and methodologies.
Working knowledge of security frameworks, standards, and best practices, such as ISO, NIST, CSF and FFIEC.
Proficiency/experience with vulnerability scanning tools (e.g. Nessus, Qualys, Rapid7 etc).
Experience with E/M/X/DR, SOAR and related solutions/concepts (e.g. Splunk, LogRythm, etc.).
An organized and attention-to-detail approach (strong tactical execution), effective problem-solving skills, and the ability to make sound decisions in a self-directed and fast-paced environment.
Ability to provide leadership and guidance to junior staff
Excellent communication skills (written, verbal, presentation, and interpersonal).
Ability to interact and negotiate internally and across departments.
$109k-145k yearly est. 9d ago
Teller - Prices Fork
Freedom First Credit Union 3.8
Blacksburg, VA job
About the Role:
We are seeking a Full-Time Teller to join our Credit Union. In this role, you will provide exceptional customer service, process financial transactions, and educate customers on our full range of deposit and loan products on-site at our Prices Fork location . You'll use consultative sales techniques to identify customer needs and deliver solutions that build long-term relationships.
Key Responsibilities:
Customer Service & Sales (40%) - Deliver outstanding service by following an effective sales process. Identify member needs and recommend appropriate Credit Union products and services.
Transactions & Problem Solving (35%) - Assist members with deposits, withdrawals, loan payments, and account inquiries. Provide accurate information and resolve issues promptly.
Cash Handling (20%) - Balance a cash drawer. Receive, process, and balance daily financial transactions. Maintain accuracy and compliance with policies.
Branch Operations (5%) - Support opening/closing procedures and assist with branch balancing.
Qualifications:
Experience: 1-3 years in banking , financial services , customer service , or similar experience.
Education: Associate degree, business/trade school certification, or equivalent training.
Skills:
Strong interpersonal and communication skills .
Ability to motivate, influence, and educate members.
Proficiency with Microsoft Word, Excel, and standard office equipment.
Ability to read and interpret financial documents and contracts.
Performance Expectations:
Ensure compliance with all federal regulations, including Bank Secrecy Act (BSA) and OFAC requirements. Meet or exceed performance goals related to member satisfaction, transaction accuracy, and sales effectiveness.
Physical & Work Environment:
Ability to sit, stand, and lift up to 20 lbs.
Work performed in a professional office/branch environment.
Occasional travel to nearby branch locations.
Schedule: Monday - Friday; Some Saturdays
Click here to view our Prices Fork branch's operating hours.
Work location and scheduling may vary. Please note that operational hours differ by location, and all team members will be required to work one, half day, Saturday a month .
Benefits:
Medical, Dental, Vision & Life Insurance
401K with company match
Paid Time Off & Recognized Holidays
Paid Parental Leave
Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
Employee Discounts Program (Travel, Tickets, Food & Grocery, & more)
Volunteer Hours
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
$27k-33k yearly est. Auto-Apply 6d ago
Manager of Payment Strategy (1636)
State Department Federal Credit Union 4.5
Remote or Alexandria, VA job
At State Department Federal Credit Union, we are committed to attracting and retaining top talent to ensure our continued success. Our tradition of exceptional service extends not only to our members but also to our employees. Through comprehensive internal training and workshops, we nurture professional strengths and provide ample opportunities for career advancement. Are you ready to join our dynamic team? We offer competitive salaries, exceptional health, dental, and vision insurance within the first 30 days of employment, a matched 401(K) plan with up to 4% SDFCU contribution, and much more.
Benefits and Perks of SDFCU Include:
Diversity and Inclusion: Work in an environment that values and respects all team members
Paid Holidays: Enjoy 12 paid holidays a year, including your birthday
Flexible Work Options: Potential work-from-home options after the introductory period
Generous Paid Time Off: Ample vacation and personal days to maintain a healthy work-life balance
Tuition Reimbursement: Support for your ongoing education and career development
Comprehensive Insurance: Access to excellent medical, dental, and vision insurance packages
Gym Reimbursement: Stay healthy with our gym membership reimbursement program
Team Bonding: Participate in company and team bonding events that foster a collaborative work environment
Parking Incentives: Financial incentives for your daily parking
Join us at SDFCU and be part of a team that values excellence, innovation, and professional growth.
State Department Federal Credit Union is seeking a Manager of Payments Strategy to lead the development of long-term product strategies across the credit, debit, prepaid, and ATM portfolios. This role focuses on enhancing member experience, maintaining competitive positioning, driving profitability, and shaping product design, promotions, and service offerings to deliver best-in-class payment solutions for SDFCU members and staff.
The Manager of Payments Strategy will monitor, report on, and plan process improvements or redesign initiatives, making data-driven recommendations as needed. This position is responsible for collecting and analyzing portfolio data to support strategic decisions, maintaining formal process documentation, and collaborating across project teams and enterprise initiatives to ensure department interests are represented in organizational changes.
Job Duties and Responsibilities:
Develops payment strategies to increase penetration, activation, and utilization of card service products.
Reports key performance metrics to senior management and other stakeholders.
Analyzes Rewards program trends and recommends opportunities to improve appeal, utilization and profitability.
Proposes testing strategies to maximize financial return on card marketing campaigns.
Recommends new features and product enhancements.
Works closely with Payments leadership to analyze marketplace trends, build partnerships with industry experts and create excitement for the SDFCU brand.
Helps establish and monitor progress dashboards to manage portfolio effectiveness.
Works with internal stakeholders to foster ongoing support of cards.
Day to day Vendor oversight of multiple processes and procedures.
Define, establish, and manage process controls; identify process improvement opportunities and implement them through collaboration with other SDFCU departments making final recommendations for approval on changes.
Collect, analyze and measure process data, to initiate sustainable business practices and procedures and for reporting to senior leadership and executives; review data for trends and gaps in the process that may require additional review.
Qualifications
Required Skills and Competencies:
Ability to handle several projects at one time while performing other job duties.
Budgetary responsibility for a single small size department or function and/or decisions would have an impact on current organization goals and objectives and would impact department/division or credit union.
Create/analyze/maintain daily/weekly/monthly/quarterly statistically reporting for department/division and coordinate daily work activities to ensure credit union goals are met.
Coordinated implementation, analyzes and monitors projects/systems to determine recommendations for new programs/improvement/corrections along with presenting supporting documentation.
Problems encountered are complex requiring analysis of data; weighing the outcomes of delivery/decision. Problems require functional and technical knowledge and multitask skills are required. Errors can be detected but can be difficult to resolve and consequences of potential error may have significant impact on the member, department, division and/or credit union.
Maintains a high degree of knowledge of all SDFCU products with emphasis on payment products.
Reads and interprets Procedures Manual, websites, Operation Bulletins, reports and Vendor manuals/correspondence.
Establish and/or cultivate professional relationships with 3
rd
party vendors to coordinate department functionality and project implementation.
Maintains confidentiality.
Is able to multitask, while maintaining a high degree of accuracy.
$73k-109k yearly est. 10d ago
Talent Development and Training Specialist
Freedom First Credit Union 3.8
Roanoke, VA job
Role:
The Talent Development & Training Specialist plays a vital role in shaping the employee experience and driving performance across the Credit Union. This position is responsible for onboarding new hires, delivering engaging training sessions, and traveling to retail branches to ensure consistent, high-quality instruction. With a strong focus on content creation, coaching, and program evaluation, the specialist helps foster a culture of continuous learning, professional growth, and member-focused service.
Essential Functions & Responsibilities:
25% Organize onboarding of new employees. This includes guiding them through orientation, introducing Credit Union history, systems, policies, and service expectations, and ensuring a smooth transition into their roles.
25% Conduct training sessions for employees at all levels. These sessions cover systems, software, operational procedures, and service standards, and are delivered through in-person, virtual, and blended learning formats.
25% Travel to retail branches to facilitate in-person training. During these visits, the specialist leads instruction on point-of-sale systems, software tools, and operational policies, while reinforcing a high-performing, member-focused culture.
15% Assists with the development of customized training solutions through collaboration with departments leaders and the training team and provides one on one coaching and support to employees as needed.
5% Tracks the progress of trainees through routines tests, observations, and feedback from department leaders; evaluates the effectiveness of the training programs and makes recommendations for improvements.
5% Perform other duties as assigned.
Performance Measurements:
Must comply with government and other regulations affecting the credit union industry including, but not limited to, OFAC and the Bank Secrecy Act.
Meets or exceeds performance expectations as described in Essential Functions and Responsibilities.
Please refer to Annual Performance Goal document for remaining Performance Measurements.
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
Strong technology skills.
Excellent communication both written and spoken.
Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle controls; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, or kneel. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
Work Environment Work is performed indoors in an office environment with normal potential for exposure to safety and health hazards. May periodically travel to other, similar sites. The noise level in the work environment is usually moderate.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
$53k-74k yearly est. Auto-Apply 60d+ ago
Loan Servicing Representative II (1836)
State Department Federal Credit Union 4.5
Remote or Alexandria, VA job
At SDFCU, we are committed to attracting and retaining top talent to ensure our continued success. Our tradition of exceptional service extends not only to our members but also to our employees. Through comprehensive internal training and workshops, we nurture professional strengths and provide ample opportunities for career advancement. Are you ready to join our dynamic team? We offer competitive salaries, exceptional health, dental, and vision insurance within the first 30 days of employment, a matched 401(K) plan with up to 4% SDFCU contribution, and much more.
Benefits and Perks of SDFCU Include:
Diversity and Inclusion: Work in an environment that values and respects all team members
Paid Holidays: Enjoy 12 paid holidays a year, including your birthday
Flexible Work Options: Potential work-from-home options after the introductory period
Generous Paid Time Off: Ample vacation and personal days to maintain a health work-life balance
Tuition Reimbursement: Support for your ongoing education and career development
Commute/Parking Incentives: Financial incentives for your daily parking
Comprehensive Insurance: Access to excellent medical, dental, and vision insurance packages
Gym Reimbursement: Stay healthy with our gym membership reimbursement program
Team Bonding: Participate in company and team bonding events that foster a collaborative work environment
Join us at SDFCU and be part of a team that values excellence, innovation, and professional growth.
State Department Federal Credit Union is seeking a Loan Servicing Representative II to support key functions in loan processing, member support, and financial counseling.
Essential Duties and Responsibilities:
Process monthly Moneyline review reports
Process charge-offs via Episys
Manage CheckSystems reporting
Oversee lien recordation
Title follow-up with DMVs and dealerships
Support members through credit counseling and financial wellness education.
Managing the BALANCE program and vendor relationship
Review third-party counseling proposals
Handle total loss claims
Post payoff checks
Prepare title documents for release.
Qualifications
Required Skills and Competencies:
Minimum of 4 years credit union or financial institution experience related to consumer loan products and the servicing of loans and insurance products. Episys, Streamlend, MeridianLink and FDR experience are a plus.
Business degree or related Credit Union, Consumer Lending experience helpful.
Excellent interpersonal, verbal and written communication skills.
Excellent organizational skills and attention to details.
Consumer Credit Counseling Certification helpful.
Ability to perform multiple tasks accurately and meet strict deadlines.
Demonstrated expertise using Microsoft Office suite.
Ability to work flexible hours, to include working overtime and weekend hours, with minimal advance notice.
$24k-47k yearly est. 9d ago
Cloud Network Engineer
Freedom First Credit Union 3.8
Roanoke, VA job
Role:
The Cloud Network Engineer will support the design, implementation, and maintenance of both cloud-based and on-premises network infrastructure. This role involves configuring and troubleshooting network components, ensuring secure and reliable connectivity across environments, and assisting with system administration tasks. The engineer will collaborate with IT teams to resolve issues, optimize performance, and apply security best practices. Ideal candidates have hands-on experience with cloud networking and traditional network technologies and may expand their skillsets by leveraging AI driven tools for network monitoring and automation.
Essential Functions & Responsibilities:
30% - Implement, configure, and maintain network infrastructure across cloud and on-premises environments. Monitor network performance and troubleshoot connectivity issues. Apply Credit Union security best practices for network and cloud environments.
25% - Design, evaluate, and recommend changes and new infrastructure systems and services. Perform day-to-day administration of the credit union's infrastructure, including documenting configuration, processes, troubleshooting steps for knowledge sharing. Creating audit documentation and compliance reporting.
15% - Consult with IT management and technical staff to ensure IT standards for control, security, and recoverability are understood and followed. Coordinate with other technical support staff to implement and maintain appropriate computing standards. Enable and enforce security practices as defined by the Risk department, ensuring compliance with established policies and procedures. Manage software and firmware upgrades to maintain alignment with standards and control requirements.
10% - Provide Level 3 support for advanced technology issues, including networking, telephony systems, imaging, fax technology, and data format conversion. Collaborate with IT teams to resolve complex incidents.
10% - Configure, monitor, and test all backups to ensure data integrity and recoverability across both on-premises and cloud environments. Implement and validate cloud redundancy strategies; such as geo-replication and cloud-based backup services, as defined by the Enterprise Architect, to meet business continuity requirements. Configure, monitor, and test all backups to ensure data integrity and recoverability across both on-premises and cloud environments. Recommend operational improvements to backup processes where applicable.
10% - Performs other duties as assigned.
Performance Measurements:
Must comply with government and other regulations affecting the Credit Union industry including, but not limited to, OFAC and the Bank Secrecy Act.
Meets or exceeds performance expectations as described in Essential Functions and Responsibilities.
Please refer to Annual Performance Goal document for remaining Performance Measurements.
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 frequently involves exercising advanced conflict resolution, giving material presentations, and resolving issues impacting multiple departments or divisions. Role also requires the ability to motivate or influence others as a material part of the role, with a significant level of diplomacy and trust. Obtaining cooperation (internally and/or externally) is an important part of the role and a high level of interpersonal skills is critical to the success of this position.
Other Skills
Technical Skills:
Experience supporting and troubleshooting Windows Server and Windows Client environments.
Hands-on experience with Azure networking components (VNETs, NSGs, VPN Gateways, ExpressRoute).
Familiarity with Azure Backup, Site Recovery, and geo-redundant storage for disaster recovery.
Ability to diagnose and resolve connectivity issues across hybrid environments (on-prem and Azure).
Basic scripting or automation skills using PowerShell and Azure CLI; experience with workflow automation desirable.
Understanding of identity and access management in Azure (Azure AD, Conditional Access).
Exposure to AI-driven monitoring tools (Azure Monitor, Defender for Cloud) for proactive issue resolution.
Soft Skills:
Ability to create clear documentation and deliver findings in presentation format.
Strong analytical and problem-solving skills.
Effective collaboration with IT, Risk, and Enterprise Architecture teams.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle controls; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, or kneel. The employee must occasionally lift and/or move up to 40 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
Work Environment: Work is performed indoors in an office environment with normal potential for exposure to safety and health hazards. May periodically travel to other, similar sites. The noise level in the work environment is usually moderate.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
$73k-93k yearly est. Auto-Apply 10d ago
IT Services Manager
Freedom First Credit Union 3.8
Roanoke, VA job
Role:
We are seeking a dynamic and experienced IT Services Manager to lead our IT Service Management function. This role is critical to ensuring operational excellence across foundational ITIL processes including Incident, Problem, and Change Management. The ideal candidate will be a strategic thinker with a passion for process improvement, team leadership, and providing support for Azure-related services as needed. This is an onsite role based in Roanoke, VA. The IT Services Manager will lead a team of four and must be a fast learner who thrives in a small, agile environment.
Essential Functions & Responsibilities:
30% Lead and manage the IT Support Desk team of four, providing guidance, mentorship, and escalation support.
20% Oversee and optimize ITIL processes: Incident, Problem, Change, and Service Request Management.
10% Ensure timely and efficient execution of daily and nightly operational jobs.
10% Identify and implement process efficiencies across IT operations.
10% Represent IT on the leadership team and contribute to strategy and roadmaps.
10% Manage third-party service providers and ensure compliance.
5% The IT Services Manager and their team will assist the IT team with Azure support as needed, but will not manage Azure cloud operations.
5% Deliver high-quality, user- and member-focused customer service.
Performance Measurements:
1. Must comply with government and other regulations affecting the Credit Union industry including, but not limited to, OFAC and the Bank Secrecy Act.
2. Meets or exceeds performance expectations as described in Essential Functions and Responsibilities.
Please refer to Annual Performance Goal document for remaining Performance Measurements.
Knowledge and Skills:
Experience Three years to five years experience in IT Service Management, preferably in a small organization.
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).
- ITIL certification preferred.
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
A strategic leader who balances operational excellence with innovation.
A problem solver who thrives in complex environments.
A collaborator who builds trust and communicates clearly.
A change agent who embraces transformation.
Someone who is hands-on and understands the dynamics of a small IT team.
A leader who will foster camaraderie within the department, encouraging collaboration, trust, and a supportive team culture.
A leader who delivers exceptional customer service with a user- and member-focused approach.
Strong knowledge of ITIL framework.
Experience assisting with Azure support.
Intermediate understanding of networks and cloud environments.
Demonstrated success in process improvement initiatives.
Excellent communication and stakeholder management skills.
Fast learner with ability to adapt quickly.
Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle controls; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, or kneel. The employee must occasionally lift and/or move up to 40 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
Work Environment Work is performed indoors in an office environment with normal potential for exposure to safety and health hazards. May periodically travel to other, similar sites. The noise level in the work environment is usually moderate.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
$96k-118k yearly est. Auto-Apply 42d ago
Contact Center Specialist
ABNB Federal Credit Union 4.2
Chesapeake, VA job
Full-time Description
ABNB Federal Credit Union is dedicated to being the best place you will ever work, starting with our comprehensive employee benefits package, which features affordable medical, dental, and vision plans to support your well-being and future growth in addition to:
Paid time off that begins accruing on your first day
Enjoy 11 paid federal holidays each year, giving you more time to relax and recharge
401(k) matching up to 4% with immediate vesting, plus an additional 2% match with future vesting
Company-paid short-term, long-term disability, and employee life and AD&D coverage
A tuition reimbursement benefit which reflects our investment in your future
Competitive pay along with opportunities for annual raises and promotions
Paid community involvement opportunities offer rewarding chances to network, make a positive impact, and get involved in meaningful local initiatives
A supportive environment which fosters an employee-centric workplace where growth and member relationships are prioritized
The Contact Center Specialist is responsible for all activities to support members; including but not limited to online banking message center, online account opening, chat, e-mail, faxes, both inbound and outbound member phone calls, etc. Accurately and effectively process service requests received through remote channels. Develops new business opportunities through outbound calling and digital messaging by proactively making product and service recommendations.
Key Responsibilities
Performs daily operational responsibilities within the Contact Center. Effectively and efficiently practices first touch resolution in researching, processing, and responding to service requests through all inbound calls and digital channels. Utilizes policies and procedures, resources, and product guides to deliver accurate responses in all remote channels. Identifies financial service needs and educates members on the best options and finds solutions to meet financial objectives and goals. Ability to work independently and meet all goals and responsibilities with minimal supervision. Provides resolutions that are within established policies, procedures, and level of authority, or escalating recommendations to management.
Assists with members to de-escalate and resolve problems. Is a subject matter expert in inbound member calls and digital channels, provides support including member troubleshooting and effectively communicates, verbally and in writing, technical solutions in non-technical terms.
Meets all member expectations as well as assigned quality and productivity goals.
Proactively looks for ways to solve and improve remote channel processes, reporting any inefficiencies for improved member experience. Collaborates with other support departments and or with 3rd party vendors, developing constructive cooperative relationships.
Assists in all department tasks as needed.
Performs other job-related duties as assigned.
Requirements
Education: A high school education or GED; additional college courses or continuing education preferred.
Experience: One to three years of similar or related experience. Familiarity with windows-based computer equipment and software is required. Previous experience with Microsoft Office Suite and online banking software applications is preferred.
Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. A passion for technology and training/educating people around technology is desired.
Other Skills: 1. Must have ability to multi-task time management and organizational abilities. 2. Ability to communicate in a polite and professional manner utilizing technology to include but not limited to email, online chat, and by phone.3.Ability to resolve conflict using de-escalation and critical thinking skills.4. Ability to effectively access and interpret information on computer screens, documents, and reports.5. General knowledge of computer equipment and related software. Experience with Microsoft Suite is desired (Outlook, Teams, Word, Excel, PowerPoint, & SharePoint) 6.Ability to effectively troubleshoot computer related issues.
Physical Requirements: Qualifications include sitting at a computer for extended periods of time and wearing a headset; and being able to lift/carry up to 10 pounds.
Work Environment: In Office
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, marital status, pregnancy, disability, or protected veterans' status.
$24k-27k yearly est. 60d+ ago
Mortgage Underwriter I
1St. Advantage Federal Credit Union 3.9
1St. Advantage Federal Credit Union job in Virginia
Mortgage Underwriter Yorktown, Virginia 1st Advantage Federal Credit Union is currently seeking a full-time Mortgage Underwriter to support our Mortgage Department. Scheduled hours will be 40 hours per week between the hours of 8:30 a.m. to 5:00 p.m. Monday through Friday. The Mortgage Underwriter will review and decision mortgage, correspondent and home equity loans, following Credit Union underwriting guidelines and/or agency underwriting guidelines, while remaining in compliance with all state and federal laws. 1st Advantage Federal Credit Union has been serving members in the Hampton Roads community since 1951. We provide financial products and services that help members get ahead, while volunteering our time and resources to civic organizations and nonprofits that share our mission to improve life for each other. Be part of something special. Join 1st Advantage as a colleague and support our community members.
We offer market competitive compensation and a generous benefit package:
Dollar-for-dollar matching 401(k) plan to 4% of earnings.
Choice of three medical plans
Flexible Spending Accounts
Health Savings Accounts
Choice of two Dental plans
Vision
Basic Life & AD/D Insurance - no cost
Optional additional life insurance for colleagues, spouses, and children
Long-term Disability Insurance - no cost
Short-term Disability Insurance - no cost
Employee Assistance Program - no cost
Critical Illness, Accident, and Hospital Indemnity Plans
Generous paid time off accrual program
11 Paid holidays
Pre-paid legal services
Pet Insurance
Discounts on consumer loans and mortgages, increases on savings products, and much more!
To be considered for this opportunity, please submit your fully completed application and resume through our website. Mortgage Underwriter Essential Functions & Responsibilities:
Decisions first mortgage loan applications, correspondent loan submissions and home equity loan applications according to credit union and/or agency guidelines depending on the product.
Assists in training, mortgage appraisal analysis and other assignments by management. Makes recommendations regarding loan policies and procedures updates, including credit union underwriting guidelines. Provides monthly quality assessments of loan officer submission quality to branch management.
Fields phone calls and answers questions regarding decisions made, from both internal colleagues, members and correspondent lenders.
Performs other job-related duties as assigned.
Performance Measurements:
Produce underwriting decisions within stated service level agreements ensuring compliance with all guidelines.
Maintain low delinquency ratio.
Provide an informed, professional, courteous atmosphere with all communication offered to members, colleagues and third parties.
Provide quarterly underwriting and appraisal review meetings.
Proactively demonstrates the 1st Advantage FCU core values of accountable, adaptable, driven, dependable, and fun.
Qualifications: Experience Two years to three years of similar or related experience. Education (1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program. Interpersonal Skills Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. Other Skills Ability to produce a high volume of work in a very fast paced environment. Excellent communication skills. Ability to analyze data in loan applications and make decisions using logical decision-making skills that weigh the outcomes of a decision. Strong analytical skills, using solid judgment and ingenuity in decisions. Must be good with detail, numbers and have good organizations and interpersonal skills. Continuous alertness, precision and concentration to ensure accuracy and thoroughness of work Physical Requirements Talking - Effective verbal communication to convey and acknowledge receiving detailed or important instructions accurately, loudly, or quickly. Average Hearing - Able to hear average or normal conversations and receive ordinary information to communicate effectively. Finger Dexterity - Using primarily just fingers to make small movements such as typing, picking up small objects, or pinching fingers together to use office equipment such as phones, computers, scanners, and other office machinery. Repetitive Motion - Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Visual Abilities - Average, ordinary visual acuity necessary to prepare and inspect documents, read email and computer screens, and operate office machinery. Physical Strength - Sedentary work; sitting most of the time. Exerts up to 25lbs. of force occasionally (Almost all office jobs). Reaching and Stretching: Reaching and stretching, below the shoulders, to access files, checks, documents, or office equipment on and across shelves, counters, and desks. Work Environment Standard office work environment This Job Description is not a complete statement of all duties and responsibilities comprising this position. Offers of employment are contingent on a satisfactory criminal background and credit history check. EOE/M/F/Disability/Vet All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
$48k-70k yearly est. 4d ago
Business Portfolio Manager
1St. Advantage Federal Credit Union 3.9
1St. Advantage Federal Credit Union job in Virginia
Business Portfolio Manager Yorktown, VA 1st Advantage Federal Credit Union is currently seeking a full-time Business Portfolio Manager to support our Business Services Department. Scheduled hours will be 40 hours per week between the hours of 8:30 a.m. to 5:00 p.m. Monday through Friday. The Business Portfolio Manager is responsible for managing the credit union's portfolio of business loans, monitoring financial performance, assessing risk, and maintaining strong relationships with borrowers. The role involves occasional underwriting and collaborating with other department colleagues to ensure the ongoing health of the loan portfolio. The Portfolio Manager will handle all aspects of the portfolio including annual reviews, stress testing, and monitoring and Watch reporting. This position requires a strong understanding of financial analysis, credit risk management, and loan documentation, as well as the ability to navigate complex client relationships. 1st Advantage Federal Credit Union has been serving members in the Hampton Roads community since 1951. We provide financial products and services that help members get ahead, while volunteering our time and resources to civic organizations and nonprofits that share our mission to improve life for each other. Be part of something special. Join 1st Advantage as a colleague and support our community members. We offer market competitive compensation and a generous benefit package:
Dollar-for-dollar matching 401(k) plan to 4% of earnings.
Choice of three medical plans
Flexible Spending Accounts
Health Savings Accounts
Choice of two Dental plans
Vision
Basic Life & AD/D Insurance - no cost
Optional additional life insurance for colleagues, spouses, and children
Long-term Disability Insurance - no cost
Short-term Disability Insurance - no cost
Employee Assistance Program - no cost
Critical Illness, Accident, and Hospital Indemnity Plans
Generous paid time off accrual program
11 Paid holidays
Pre-paid legal services
Pet Insurance
Discounts on consumer loans and mortgages, increases on savings products, and much more!
To be considered for this opportunity, please submit your fully completed application and resume through our website. See below for full . Business Portfolio Manager Essential Functions & Responsibilities
Portfolio Management: Oversee and manage the credit union's business loan portfolio ensuring compliance with the credit union's lending policies and procedures. Conduct regular reviews of loans and borrower financials to assess the risk profile, credit quality, and performance. Monitor loan covenant compliance and identify potential issues before they impact loan performance. Manage loan renewals, modifications, and extensions in coordination with the underwriter and other department colleagues as needed.
Risk Management: Evaluate and analyze financial statements, cash flows, and market trends to assess the financial health of borrowers. Identify and mitigate risks within the business loan portfolio by developing strategies to minimize potential defaults or losses. Ensure that risk ratings are updated in a timely and accurate manner.
Client Relationship Management: Serve as the primary point of contact for addressing any concerns within the business loan portfolio. Collaborate with the loan officers to deepen client relationships and identify cross-selling opportunities. Facilitate client communication regarding loan terms, covenants, or changes in financial conditions.
Loan Structuring & Documentation: Assist in structuring new loan deals or renewals by providing insight into borrower needs and risk mitigation strategies. Assist department colleagues with ensuring all loan documentation is accurate, complete, and compliant with internal and regulatory requirements. Coordinate with department colleagues to resolve any issues related to loan documentation or collateral.
Regulatory Compliance: Ensure adherence to all regulatory requirements and internal policies, including lending limits, credit risk guidelines, and documentation standards. Stay current with changes in industry regulations that could impact the loan portfolio.
Perform other duties as assigned.
Performance Measurements:
Effectively and timely perform loan reviews.
Prepare reports in a timely manner for Senior Management.
Effectively work in a team setting with fellow department colleagues to creatively structure and give the department the best chance to win deals.
Proactively demonstrates the 1st Advantage FCU core values of accountable, adaptable, driven, dependable, and fun.
Knowledge and Skills: Experience Three plus years of experience in commercial lending, credit analysis, or portfolio management. Education Bachelor's degree in Finance, Accounting, Business, or related experience. 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 Strong financial analysis and risk assessment skills, with proficiency in interpreting financial statements and cash flows. Knowledge of loan structuring, underwriting processes, and credit risk management. Excellent communication, negotiation, and relationship management skills. Ability to work collaboratively with internal teams, such as underwriters, loan officers, and other departments. Analytical thinking and problem-solving skills. Strong organizational skills and attention to detail. Ability to manage multiple priorities in a fast-paced environment. Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and loan management systems. Physical Requirements Talking - Effective verbal communication to convey and acknowledge receiving detailed or important instructions, accurately, loudly, or quickly. Average Hearing - Able to hear average or normal conversations and receive ordinary information to communicate effectively. Finger Dexterity - Using primarily just the fingers to make small movements such as typing, picking up small objects or pinching fingers together to use office equipment such as phones, computers, scanners, and other office machinery. Repetitive Motion - Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Visual Abilities - Visual acuity necessary to read small print, read printed and electronic instructions, read email and computer screens, and operate machinery. Able to distinguish between various lights and colors. Physical Strength - Lifting and carry equipment, ladders, and office machines to facilitate maintenance and infrastructure. Sitting at a desk or workstation during work hours. Exerts up to 50 lbs. of force occasionally and required to lift up to 50 lbs. Good physical health and fitness level to allow for occasional lifting, climbing, and manual labor Ability To Operate a Motor Vehicle - Ability to operate a motor vehicle (including a truck or van) with no restrictions. Employee must maintain a valid active license and insurance policy. Reaching and Stretching - Reaching and stretching, above and below the shoulders, able to connect wiring, cables, and work at heights and outside. Bending - Bending, stooping, squatting, and able to reach hardware components, cables, and other infrastructure elements in confined spaces. Able to work on the floor and on a ladder. Work Environment Standard office work environment. This Job Description is not a complete statement of all duties and responsibilities comprising this position. Requirements: Offers of employment are contingent on a satisfactory criminal background and credit history check. EOE/M/F/Disability/Vet All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
$36k-54k yearly est. 4d ago
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