Under the general administrative direction of the SVP, Human Resources, the Executive Assistant performs as the liaison to the Board of Directors (BOD). All duties include, but are not limited to, a variety of professional and administrative duties involving a high degree of accuracy, confidentiality, discretion, and independent judgement.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Responsible for correspondence and administrative duties relating to the BOD and Executive Team (calendar coordination, emails, phone calls, texts, memos, letters, faxes, and forms).
Assists with the collection, preparation, and distribution of various materials as required during the BOD meetings, functioning as the meeting coordinator and liaison for all attendees.
Accurately records the minutes for all BOD meetings and other meetings assigned. Distributes the minutes to the appropriate members in a timely manner.
Administrator of the BOD website, including updating documents timely, following up on deadlines and action items.
Schedules and coordinates BOD meetings including calendar invitations, room reservations, room set up, and meals (if applicable) for all Board of Directors meetings and other meetings assigned.
Assists the BOD on administrative tasks, such as accessing information, expense reports, and other assigned tasks.
Administrative duties as assigned by the CEO and SVP, Human Resources: Reporting and Presentation prep (synthesizing, editing, compiling, gathering, and tracking data, etc.).
Coordinates the Board Planning Conferences: coordinating the hotel, meeting site, travel arrangements, meals, IT support, etc. (all that are applicable for the scheduled event).
Serves as the Altura Credit Union historian: gathers, organizes, and preserves historical records and artifacts.
EDUCATION, EXPERIENCE, and/or QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• High school diploma or equivalent required.
• Bachelor's degree in a Business-related field.
• Minimum three to five (3-5) years' administrative experience.
Why Altura?
WORK-LIFE BALANCE
Vacation (10+ or Minimum Days)
Sick (8 Days)
Holidays (11 Days & 1/2 Day Christmas Eve)
Birthday & Anniversary Day Off
Specialized Paid Time Off (Jury Duty, Bereavement, etc.)
Community Volunteer Events
Social Events & Outings
Event & Venue Discounts
WEALTH INCENTIVES
Competitive Pay
Stakeholders
401k Dollar-for-Dollar Match up to 6% (after one year of service)
Business Attire Allowance
Annual Performance Review & Increase
Wellness Incentive
Tuition Reimbursement
Awards, Recognitions & Incentives
Free Checking & Savings Accounts
Discounted Employee Loan Rates
HEALTH AND WELLNESS
Kaiser and Cigna Medical & Prescription Plans
Dental & Vision
Fitness Challenges & Gym Access
Onsite Wellness Programs
Medical & Dependent Flex Spending Account
Life & A&D Insurance
Employee Assistance Program
Pet Insurance
$40k-49k yearly est. 3d ago
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Vice President, Community Impact
Altura Credit Union 3.5
Altura Credit Union job in Riverside, CA
The Vice President, Community Impact provides strategic leadership and oversight for all community engagement, advocacy, inclusion, and outreach initiatives. This role is responsible for developing, executing, and tracking performance across programs that advance Altura Credit Union's mission in the community, including events, partnerships, financial education, and support for underserved populations.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Community Visibility: Evaluate opportunities to enhance Altura's visibility in the community. Collaborate with the Altura Cares team to help shape event concepts that align with organizational values and goals, while also partnering with Marketing to maximize cross-promotion and brand awareness. Identify and track key performance metrics that demonstrate the effectiveness and reach of Altura's community engagement efforts, ensuring that each initiative contributes meaningfully to the organization's impact.
Strategic Partnerships: Cultivate and leverage strategic partnerships with civic groups, nonprofits, and local organizations to broaden Altura's reach and strengthen its reputation in the community. Collaborate to identify outreach opportunities that align with organizational objectives and maximize impact. Develop performance metrics that measure the effectiveness of partnership activities, while actively building awareness and goodwill through compelling storytelling and engagement on social media platforms.
Grant Administration & CDFI Compliance: Supervise grant research, application, and compliance processes. Ensure timely submissions, post-award reporting, and adherence to CDFI Fund requirements.
Altura Foundation: Provide oversight for Altura Foundation activities, ensuring effective execution of scholarship and grant programs, donor engagement, and community outreach. Working in alignment with strategic direction from the CEO, oversee fundraising, program development, and Board engagement, supporting the Foundation's mission and impact within the community.
Community Sponsorship: Oversee a comprehensive sponsorship evaluation process to ensure that Altura's sponsorship dollars are directed toward initiatives that deliver meaningful impact and advance Altura's mission within the community. Collaborate with internal stakeholders to assess potential sponsorship opportunities, manage the approval and budgeting processes, and foster relationships with partner organizations.
Social Media Strategy: Guide the development and implementation of a comprehensive social media strategy that advances Altura's brand reputation and community engagement, including setting a clear vision for social media activities, actively analyzing engagement to inform improvements, and ensuring content reflects storytelling, education, member wellness, goodwill initiatives, crisis communication, product and service promotions, and member events.
Financial Counseling & Education: Provide oversight for financial counseling and education programs developed by the Foundation Director including identifying new opportunities and evaluating program performance at both the individual member and broader community impact levels to ensure that financial wellness, literacy, and empowerment initiatives are effective.
Product & Service Development: Lead initiatives to identify, develop, and launch products and services tailored to the needs of underserved and underbanked populations. Drive community involvement and ensure programs address evolving member needs.
EDUCATION, EXPERIENCE and QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Minimum ten (10) years of progressive leadership experience in project management, community engagement, nonprofit management, marketing, or a related field, with a proven track record of driving organizational performance and managing complex, cross-functional initiatives.
Bachelor's degree in public administration, Nonprofit Management, Business, Marketing, Communications, Social Work, or a related field.
Extensive experience in marketing strategy, event management, social media, sponsorship evaluation, and digital marketing, including the development and execution of multi-channel campaigns and brand-building initiatives
Demonstrated success in cultivating strategic partnerships, managing budgets, and leading teams to achieve measurable results in community engagement and outreach.
Experience overseeing grant research, administration, and compliance, with familiarity in CDFI Fund requirements and reporting.
Background in financial education program oversight, product and service development, and leveraging data analytics to evaluate program impact.
Exceptional strategic planning, analytical, and project management skills, with the ability to lead cross-functional teams and drive organizational change.
Strong communication and presentation abilities, with experience in developing educational materials, training programs, and public-facing campaigns.
Demonstrated ability to develop and track performance metrics for community impact, sponsorships, and outreach activities.
Knowledge of nonprofit, philanthropic, and financial services landscapes, especially within the Inland Empire or similar communities.
Ability to travel and represent Altura Credit Union at community events as needed.
SUPERVISORY RESPONSIBILITIES
Oversees multiple departments and roles including Altura Cares, Inclusion & Belonging and the Altura Foundation. Carries out supervisory responsibilities in accordance with related policies, procedures, applicable state and federal laws and the credit union's strategic plan.
Why Altura?
WORK-LIFE BALANCE
Vacation (10+ or Minimum Days)
Sick (8 Days)
Holidays (11 Days & 1/2 Day Christmas Eve)
Birthday & Anniversary Day Off
Specialized Paid Time Off (Jury Duty, Bereavement, etc.)
Community Volunteer Events
Social Events & Outings
Event & Venue Discounts
WEALTH INCENTIVES
Competitive Pay
Stakeholders
401k Dollar-for-Dollar Match up to 6% (after one year of service)
Business Attire Allowance
Annual Performance Review & Increase
Wellness Incentive
Tuition Reimbursement
Awards, Recognitions & Incentives
Free Checking & Savings Accounts
Discounted Employee Loan Rates
HEALTH AND WELLNESS
Kaiser and Cigna Medical & Prescription Plans
Dental & Vision
Fitness Challenges & Gym Access
Onsite Wellness Programs
Medical & Dependent Flex Spending Account
Life & A&D Insurance
Employee Assistance Program
Pet Insurance
$154k-218k yearly est. 1d ago
Market Analytics Analyst II (On-Site)
Redwood Credit Union 3.4
Napa, CA job
Redwood Credit Union is looking for a Market Analytics Analyst II, who will be responsible for analyzing data, Member demographics and behavior that results in actionable insights to support internal objectives, product development, and market penetration. The team provides standard reports and analytics to the product owners and management that drive decisions on product, service, geography, and channels. Use business data to identify and segment target audiences. Conduct competitive and market research and analysis. Responsible for a variety of functions needed to support the organization's goals and strategic initiatives.
About Redwood Credit Union (RCU)
At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well‑being of our Members through better rates, low or no fees, and best‑in‑class customer service. Our purpose is to inspire hope and elevate the financial well‑being of our communities one person at a time, through good times and bad.
As a not‑for‑profit financial institution, we are committed to a people‑first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well‑being for all.
Key Responsibilities Department Operations:
Convert data into useful insights used to drive decision making. Use the data warehouse, MCIF system, or third‑party systems along with other data tools and resources to target key audiences. Provide regular reporting and analysis and provide recommendations.
Develop segmentation strategies to contribute to the expansion of relationships.
Proactively identify opportunities for income generation.
Provide information from the data warehouse and/or MCIF and/or work with other departments/vendors to retrieve, review, analyze and communicate key data, results, trends, and implications.
Provide market share data and analysis.
Collect and analyze data on Member demographics, preferences, needs, and buying habits to identify potential markets and factors affecting product demand.
Work with Marketing and Communications/PR Department staff to assist with pre and post data and results analysis for marketing campaigns to determine effectiveness and Return on Investment (ROI), including developing ROI templates. Review regional and national economic data, prior promotional results and suggest strategies for enhanced target marketing and results.
Utilize the data warehouse and/or MCIF and other data to perform market, competitive, product and channel research. Conduct research and collect data for planning initiatives. Provide analysis, summary comments and recommendations; effectively communicate this information.
Prepare reports of findings, illustrating data graphically when appropriate, and translate complex findings into written text that includes analysis, insights, implications, and recommendations.
Seek and provide information to help the Credit Union determine its position in the marketplace.
Work with the Credit Union's Information Technology department to ensure proper data maintenance, uploads, and security.
Provide support on a variety of projects, events, and efforts.
Provide excellent service to Members, Officials, management, staff, vendors, and community contacts and ensures positive relationships with a diverse group of people.
Support management and staff with written/verbal communications and provide reports that include strategic and tactical recommendations to ensure effective results, to include using predictive analytics and tools that aid in targeting.
Participate as a team player in the Market Analytics department and across the organization.
Take active role in community events and contribute to local area non‑profits via volunteerism, expert knowledge sharing, and serve as an ambassador in the community on behalf of RCU.
Competitive and Market Research:
Act as key resource to support market research efforts to include running reports and analyzing data to make recommendations. Resources include Callahan, S&P, CUNA, or other sources that include economic or competitor data, Member surveys, focus groups or other quantitative and qualitative research needed by the organization.
May conduct other surveys of the membership and potential Members, including working with the Credit Union's Digital Experience department to place surveys on the company website, communicating to staff, tracking, and reporting results.
May provide analysis and reports as requested to support ALCO.
Provide support to Credit Union advocacy efforts by providing research, analysis, reports, and communication.
Follow policies and procedures; report changes as needed.
Stay up to date by attending training, reviewing professional publications, monitoring industry statistics, following trends, interfacing with vendors/business partners, networking and maintaining professional relationships to enhance technical knowledge.
Why work for Redwood Credit Union?
29th largest credit union in the U.S. and the largest financial institution based in the North Bay
Awarded a 5-Star Rating based on 6/30/24 financial data by Bauer Financial
Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2025"
Recognized by Newsweek as one of "America's Best Credit Unions 2024"
Recognized by Forbes as one of "America's Best Small Employers 2023"
Voted Best Places to Work in the North Bay 20 years in a row
World‑class Employee Engagement scores
Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
Industry leading Net Promoter Scores across the U.S.
Minimum Qualification: Knowledge, Skills and Abilities
Advanced knowledge of a data warehouse, MCIF, Customer Relationship Management or similar database systems.
Experience working with large datasets. Ability to query, aggregate, and manipulate data using SQL and/or Python.
Reporting experience through SQL, Tableau, Python preferred.
Analytical aptitude to explain why through data. Able to analyze, describe, and explore Member behavior.
Experience with Python preferred.
Predictive modeling experience a plus.
Knowledge of statistical packages and/or data mining applications.
Knowledge of survey methods, tools, resources, and techniques.
Translate business requirements into technical solutions.
Proficient in computer skills including Word, Excel, PowerPoint, mapping software and MCIF systems or similar database systems.
Excellent organizational skills and ability to prioritize and successfully manage multiple tasks and deadlines simultaneously.
Ability to analyze situations and make recommendations.
Ability to effectively research, analyze and report data. Also has ability to make recommendations based on data findings.
Strong communication skills, including verbal, written and presentation skills.
Ability to establish and maintain effective working relationships with a diverse group of people.
The ideal candidate has a combination of education and experience equivalent to a bachelor's degree in economics, business administration, data analysis, math, statistics or similar, plus a minimum of three years of related experience.
Compensation
Base starting range: $38.00 to $50.00 per hour commensurate with experience.
Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.
Redwood Credit Union offers a robust benefits package to our eligible employees including:
Competitive medical, dental, and vision insurance, mental health offerings
Employee performance incentive plan
Salary Advancement- Merit increase based on performance
401(k) program with employer match
Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!
RCU Discounts and Perks:
RCU employees are eligible for a .75% discount off RCU standard collateral auto loans
RCU employees are eligible for a 1% discount on all recreational or boat loan products
2% discount off Visas and LOC Loans through RCU
0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.
0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.
0% interest on garment, fitness, or home office equipment loan of up to $500
100% financing for employee purchased homes!
Physical Requirements:
Ability to stand, bend, stoop, sit, walk, twist, and turn.
Ability to lift up to 15 pounds.
Ability to use a computer keyboard and calculator.
Work environment is indoors; majority of the time is spent sitting at a desk.
*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.
Internal Team Members:
If you are a current Team Member, please apply through the internal careers page located in RCUNET.
We are an Equal Opportunity Employer
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$38-50 hourly 4d ago
Business Systems Analyst III
Navy Federal Credit Union 4.7
San Diego, CA job
Navy Federal Credit Union currently does not provide sponsorship for this role. Applicants must be authorized to work in the United States without the need for current or future sponsorship.
Navy Federal is seeking a highly skilled and experienced Business System Analyst III / Product/ Experience Owner to join our dynamic team. In this role, you will operate as a key partner within or supporting the Agile Release Train (ART), contributing directly to product strategy, roadmap execution, and continuous delivery of value for our Commercial Lending technology platforms. You will work closely with Product Owners, Release Train Engineers, business stakeholders, and technical teams to ensure business needs are clearly understood, documented, prioritized, and translated into business and technical user stories/use cases.
This role blends systems expertise with product-oriented thinking, advancing platform capabilities, and driving outcomes that enhance our commercial lending and business membership experience. You will play a crucial role in translating business objectives into actionable technical solutions, ensuring that our systems effectively support and elevate our business operations.
Responsibilities
Support product vision and longterm roadmap development by identifying business needs, capability gaps, and enhancement opportunities.
Partner with business product managers and technical resources to refine features, maintain a healthy backlog, and ensure alignment with ART and organizational priorities.
Use elicitation and storytelling techniques to understand desired functional requirements from business leaders.
Develop and/or identify use-cases (user-stories) to support technical work aligned to desired business outcomes.
Analyze, define and document technical design for data, workflow, logical processes, hardware and operating systems environment, interface with other systems, internal and external controls and output.
Conduct and/or facilitate user acceptance testing to include developing and executing test cases, communication with project teams, validating and documenting results.
Execute a wide range of analysis [e.g. gap, root cause, cost savings, time savings (efficiency gains)] and others essential to support business and technical objectives.
Collaborate with internal teams to plan, coordinate and execute product changes, updates and releases within time and resource constraints.
Develop artifacts and/or deliverables to help facilitate common understanding of technically complex subjects.
Develop high-level epics and/or features to identify key objectives aligned with desired business outcomes.
Lead the development and refinement of features into product backlog items within Azure Dev Ops.
Collaborate with project leaders to schedule and lead assigned tasks to support project progress.
Communicate regularly with leaders on professional responsibilities, tasks, blockers, and risks.
Provide formal/informal training maximizing opportunities for technical skill set development.
Research emerging technologies and recommend solutions that align with business goals.
Proactively identify gaps and corresponding solutions within team processes.
Produce artifacts and/or deliverables as required to support project progress.
Identify key metrics or data to support business and/or technical objectives.
Demonstrate critical thinking and problem-solving abilities.
Perform other duties as assigned.
Qualifications
Highly experienced as a Product /Experience Owner, operating within or supporting an Agile Release Train (ART).
Highly experienced as a systems or business analysts' role, preferably within a financial institution.
Experience in Azure Dev Ops (ADO) or similar platforms for documenting and communicating project responsibilities, assigning tasks, and managing backlogs.
Experience in developing dashboards, queries and additional platform functionality to optimize workflow and reporting on platforms such as Jira, ADO or Power BI.
Strong understanding of commercial lending processes (origination, servicing, compliance) at a financial institution.
Experience in participating and/or leading agile ceremonies and additional project meetings to drive progress.
Bachelor's Degree in a related field, or the equivalent combination of training, education and experience.
Experience in Independently leading large projects/initiatives with minimal leadership oversight.
Experience with Agile methodologies (Scrum, SAFe) and project management tools.
Experience in leading, guiding and coaching professional staff.
Experience with M365 environment and associated products.
Hours: Monday - Friday, 8:00AM - 4:30PM EST
Location: 820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive Pensacola, FL 32526 | 141 Security Drive Winchester, VA 22602 | 9999 Willow Creek Road San Diego, CA 92131
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$76k-105k yearly est. 3d ago
Member Associate
Navy Federal Credit Union 4.7
San Diego, CA job
To provide diverse administrative support to Navy Federal Investment Services (NFIS) phone operations, digital chat, and Financial Advisors (FAs). To provide information regarding Navy Federal Investment Services (NFIS) products and services to clients/potential clients, third parties (e.g., merchants, financial institutions, etc.) and employees through various media channels. To establish a positive member experience, optimal satisfaction, and retention; meet growth goals while ensuring compliance to federal, state and agency regulations, industry standards, and Navy Federal processes, procedures, and standards. Works under supervision.
Responsibilities
Respond promptly and appropriately to member telephone, digital chat, and all forms of communications inquiries (e.g., account status, address change requests, password resets, update member files, etc.)
Assist in responding to client inquiries through various media channels; verify Customer Personal Identity (CPI) during client interaction
Execute first call resolution through research and follow-up; may redirect calls to other NFIS staff, NF business units, and vendors
Assist in establishing and maintaining client relationships; determine client needs, overcome objections and/or transfer to appropriate registered staff or designated area
Independently and proactively make outbound calls to members, wholesalers, and back-office personnel to resolve rejected paperwork issues; schedule, confirm and track referrals and appointments
Assess and determine appropriate resolution/response to challenging and/or sensitive situations using appropriate and tactful customer service communications
Review client account(s) and activities, assess needs, apply targeted questions to research, respond to inquiries, create cross servicing opportunities, and increase product penetration
Identify account irregularities, potential fraud and abuse, governed by Bank Secrecy Act (BSA)/Anti- Money Laundering (AML); document/inform management and/or other appropriate areas of potential security breach
Assist with account set up and changes, prepare account portfolio reviews and financial plans, and ensure recordation and retention following NFIS and industry processes and procedures
Prepare and review client paperwork and post appointment, ensure paperwork is accurate, complete, and current with industry and agency regulations
Stay abreast of federal, industry and/or agency regulations, Navy Federal security updates, fraud alerts, NFIS compliance, policies and procedures, new products and services, system changes, and current marketing efforts
Schedule, coordinate, and track expenditure, new business, and appointment results from various marketing initiatives
Assist in training and onboarding n
Qualifications
Self-motivated, results driven, team player with strong ability to collaborate with others
Experience in an administrative support capacity, preferably in customer service or financial services
Familiarity with financial transactions/processing, lending practices, principles, and compliance/regulations
Knowledge and use of multiple systems to reference/record account information and conversations regarding member interactions, needs, and account activities
Familiarity with investment products, services, processes, requirements, and systems
Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
Advanced customer service and relationship management skills
Ability to remain calm and courteous under pressure while dealing with internal and external members/customers
Effective skill building relationships with staff, management, vendors, and members through rapport, trust, diplomacy, and tact
Ability to interpret and explain regulations, instructions, and procedures
Effective skill exercising initiative and using good judgment to make sound decisions
Effective organizational, planning and time management skills
Effective research, analytical, and problem-solving skills
Effective skill performing mathematical calculations and working accurately with numbers
Effective skill in comprehending, analyzing, applying, and communicating complex written legal documents
Effective skill maintaining accuracy with attention to detail and meeting deadlines
Experience with managing multiple priorities independently and/or in a team environment to achieve goals
Effective verbal and written communication skills
Effective skill navigating multiple screens and PC applications and adapting to new technologies
Effective word processing and spreadsheet software skills
Desired Qualifications
Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience
Working knowledge of Navy Federal/NFIS products and services
Working knowledge of Navy Federal/NFIS's functions, philosophy, organization, programs, policies, and procedures
FINRA Series 7, combination of NASAA Series 63/65or 66 registration and state Life & Health Insurance License
Hours: Monday - Friday, 8:30AM - 5PM Hybrid
Location: 820 Follin Lane, Vienna, VA 22180 | 5550 Heritage Oaks Dr. Pensacola, FL 32526 | 9999 Willow Creek Road San Diego, CA 92131 | 141 Security Drive, Winchester, VA 22602 | 11270 Saint Johns Industrial Parkway South, Jacksonville, FL 32246 | 9001 Airport Freeway, Suite 925, North Richland Hills, TX 76180 | 4 Concourse Parkway, Suite 100, Sandy Springs, GA 30328 |295 Bendix Rd, Suite 250, Virginia Beach, VA 23452 | 25 Kaneohe Bay Drive Suite 220, Kailua, HI 96734
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$49k-81k yearly est. 5d ago
Financial Advisor - Vacaville
Navy Federal Credit Union 4.7
Vacaville, CA job
To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed.
Responsibilities
Actively engaged within assigned branch territory to establish and build relationships for member growth and engagement
Conducts local seminars and member engagement events to grow book of business
Partners with Wealth Advisor in assigned territory to segment book of business based on member needs and complexity
Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products
Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations
Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings
Develop an internal pipeline for smaller dollar volume, and less complex, accounts in compliance with Navy Federal and NFIS policies and procedures
Establish, maintain, and develop business relationships with members and internal/external sources
Execute customer and broker purchase/sales orders of securities for current/new clients
Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business
Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment
Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions
Monitor, track and report performance of individual sales plans and assigned strategies for leadership
Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies
Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits
Perform other duties as assigned or appropriate
Qualifications
Proven ability to prospect and grow and established book of business
Ability to generate GDC based on defined thresholds within a specified period of time
FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire)
Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions
Effective interpersonal, verbal, and written communications skills
Effective planning, organizational, time management and problem-solving skills
Effective skill building relationships through rapport, trust, diplomacy, and tack
Effective skill exercising initiative and using good judgment to make sound decisions
Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely
Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm
Experience in business development to include market strategy, product demonstration and promoting products and services
Experience consulting with customers to assess their financial status and identify investment needs
Effective knowledge of investment and insurance products
Effective knowledge, to interpret industry related laws and government regulations
Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software
Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data
Desired Qualifications
Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience
Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures
Desire to pursue relevant financial services designation
Hours: Monday - Friday, 9:00 AM - 5:30 PM Hybrid
Location: 2040 Harbison Drive Ste E, Vacaville, California 95687
Total Cash Compensation: Base Pay Range ($66,560-$75,000) + Variable Compensation Pay + Annual Incentive
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$66.6k-75k yearly 3d ago
Business Systems Administrator 1 (On-Site Rancho Cucamonga)
Arrowhead Credit Union 3.6
Rancho Cucamonga, CA job
Do you have a passion for technology? Do you enjoy setting up, configuring and maintaining multiple IT systems? Are you excited about giving back to your community? If so, we want to talk to you - we are currently looking for Service Superstars to join our Team!
This position administers the credit union's computer systems, network, peripherals and activities in support of daily credit union operations; maintains overall systems efficiency, manages performance and maintains a secure computing environment; performs installations, maintenance and training for projects.
Major Duties and Essential Functions:
* Personally, provides exceptional Member service; uses Service Standards in every work- related interaction.
* Actively participates in meeting the goals of the department and the Credit Union.
* Provides excellent service by using a positive and professional tone to assists callers and Team Members accurately, thoroughly and as efficiently as possible while maintaining consistent and friendly service. Ensures that a smile can be heard on each call.
* Uses organizational tools and techniques to complete tasks on time and successfully manage multiple competing priorities simultaneously, with the ability to give unexpected status in any of the areas of responsibility.
* Manages multiple systems and workstations, ensuring proper integration of the components with computer systems.
* Researches data security needs and requirements for current and future systems.
* Performs vulnerability analysis for intentional and unintentional systems misuse and identifies appropriate counter measures.
* Assists with establishing, implementing and monitoring of procedures and policies.
* As secondary liaison between users and Information Systems (IS) department, provides on-call consulting advice and technical support to various users/client organizations in regard to specific operational/application issues that are outside the capability of the Information Systems Helpdesk; maintains ownership of system operations problems; resolves if possible or manages immediate resolution process.
* Researches/evaluates/installs/configures all computer/network hardware, systems software including operating systems and communications products, cloud computing, and AI; coordinates implementations with third party vendors and supports representatives as needed; serves as a liaison between vendors and other departments on technology related projects.
* Develops/implements various training and instruction programs for users on the use of operating systems, networking, applications and databases.
* Evaluates new projects and proposes systems for feasibility and cost effectiveness; makes recommendations for implementation to management.
* Takes lead role in analyzing, planning and implementing projects including software, in-house development, hardware and networks to provide new products and services to members of the credit union and to improve the effectiveness of service delivery.
* Maintains documentation on computer, peripheral, communication equipment, software, cloud computing, and AI for disaster recovery and business resumption purposes; assists with annual testing of the Disaster Recovery Plan; makes recommendations on functionality and/or logistical issues related to disaster recovery.
* Performs capacity planning and tuning of systems to assure maximum availability and optional utilization; directs/assists with hardware and software upgrades as needed.
* Develops project scope and timeline documents for individual projects.
* Stays current with evolving trends in information technology, networking, server, Personal Computer (PC) software and hardware, application development, cloud computing, AI, and the internet.
* Provides guidance and assistance on technical skills to other IS staff.
* Regular and predictable attendance and punctuality.
* Maintains a working knowledge of Bank Secrecy Act (BSA), Anti-Money Laundering (AML) and Office of Foreign Asset Controls (OFAC) laws/regulations applicable to area of responsibility and complies with all laws/regulations.
* Other duties as assigned and deemed necessary by Supervisor to achieve the goals of the department and the Credit Union.
Benefits Include:
* Weekly pay
* 401K Retirement Savings Plan with company match
* Paid time off accruals begin upon hire, 15 paid vacation days (and increases with tenure!) , 11 paid holidays annually
* Paid sick leave
* Company-provided life insurance at twice your annual salary
* Financial Education Programs
* DoorDash DashPass
To learn more about Arrowhead Credit Union and our service culture, visit our Career page, and our ArrowHeart Foundation.
The pay range for this position is listed below.
Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands, and internal equity.
Pay range:
Minimum: $88,888.89/annual | Midpoint: $111,111.11/annual | Maximum: $133,333.33/annual
Are you warm, caring, friendly, and passionate about providing excellent service? Are you excited about giving back to your community? Are you looking for an entry-level position that promises career development? If so, we want to talk to you - we are currently looking for Customer Service Superstars to join our Team!
An Associate Member Relationship Specialist (Teller 1) provides exceptional face-to-face member service in our branch locations.
Position hours vary between:
8:30 am - 5:30 pm Monday through Friday
8:30 am - 2:30 pm Saturday
This opportunity is ideal if you are:
Excited about providing amazing service to our members and the community.
Looking for a position that will establish and grow your career.
Interested in learning how to open financial memberships and assist with loan requests.
Passionate about financial education and finding solutions.
Bilingual in English and Spanish.
Essential Functions and Responsibilities
Personally, provides exceptional member service; uses Service Standards in every work-related interaction.
Actively participates in meeting the goals of the department and the Credit Union.
Provides excellent service by using a positive and professional tone to assist members and team members accurately, thoroughly, and as efficiently as possible while maintaining consistent and friendly service.
Uses organizational tools and techniques to complete tasks on time and successfully manage multiple competing priorities simultaneously.
Service
Assists members with routine transactions and service requests, including but not limited to; positively identifying individuals, negotiating checks, receiving deposits, card services, etc.
Assists with member research and problem resolution.
Accurately completes member service requests, and places proper attention to data accuracy, policies and procedures, cash management and balancing, and branch safety/security routines.
Works within given limits and authority; proactively seeks supervisory assistance as needed.
Promotes credit union products and services and actively refers members to credit union partners as appropriate.
Has an open mind; can conceptualize and proactively solve problems in pursuit of exemplary service to members, teammates, and the organization.
Is courageous and willing to make decisions that result in positive member outcomes.
Development
Exemplifies the attitude, aptitude, and ability to learn quickly and efficiently while showing assertiveness in personal development.
Successfully completes all learning events and academies on schedule, effectively communicating with mentors and leaders with the purpose of achieving learning objectives.
Actively participates in organizational projects and promotions; Develops a thorough knowledge of credit union products, services, rates, and partnerships.
Suggests and participates in credit union community service opportunities and events.
Maintains a working knowledge of Bank Secrecy Act (BSA), Anti-Money Laundering (AML) and Office of Foreign Asset Controls (OFAC) and complies with all laws and regulations applicable to area of responsibility.
Regular and predictable attendance and punctuality.
Other duties as assigned and deemed necessary by Supervisor to achieve the goals of the department and the Credit Union.
No aggressive sales goals - our focus is serving Members.
Benefits Include:
(not a complete list)
Wellbeing
Weekly pay
401K Retirement Savings Plan with company match
Paid time off accrual begins upon hire (and increases with tenure!), 15 paid vacation days, and 11 paid holidays
Paid sick leave
Company-provided life insurance at twice your annual salary
Financial Education Programs
DoorDash DashPass
Health
Medical, Dental, and Vision Insurance for part-time and full-time employees
Modern Health
Care.com subscription
Teladoc
Career Development
Career development opportunities
Team members are eligible to apply for assistance with educational expenses through ArrowHeart's scholarship program.
To learn more about Arrowhead Credit Union and our service culture, visit our Career page, and our ArrowHeart Foundation.
The pay range for this position is listed below.
Starting pay for successful applicants is
generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands, and internal equity.
Pay range
Minimum: $22.32
/hour | Midpoint: $27.22/hour | Maximum: $32.12/hour
$22.3-32.1 hourly 1d ago
Manager Branch Experience (Redlands, CA)
Arrowhead Credit Union 3.6
Redlands, CA job
The Manager, Branch Experience leads their team to deliver exceptional member service; ultimately driving member loyalty, engagement, and a favorable reputation within the community. This role is responsible for all aspects of the member experience; including accurate, efficient, consultative service from a highly-skilled, highly-engaged team.
The Manager, Branch Experience expertly develops and implements plans to achieve the Credit Union's strategic goals, while effectively communicating with vision and passion that motivates and inspires their team to deliver superior results. This role builds and fosters a culture that promotes the one-team spirit, acting with integrity, taking action, courage, and having an open mind, all in the spirit of service and advocacy for the membership.
Essential Functions and Responsibilities
* Personally, provides exceptional member service; uses Service Standards in every work-related interaction.
* Ensures that exceptional member service is being provided to members and team members, at all times.
* Serves as a strong example of leadership in work ethic, professionalism, and conduct.
* Actively participates in and provides leadership for the team in meeting the goals of the department and the Credit Union by promoting a harmonious work environment that motivates others towards team participation, goal setting/accomplishment, and personal development.
* Ensure staff commitment to member service standards. This includes leading by example with a positive and professional tone and demeanor when assisting members and team members. Using courage and integrity to take action and provide friendly service at all times.
* Uses organizational tools and techniques to complete tasks on time and successfully manage multiple competing priorities simultaneously, with the ability to give unexpected status in any of the areas of responsibility.
* Observes and assesses branch service effectiveness on an ongoing basis; develops and implements strategies for coaching, recognition, and talent management that result in exceptional member experience, member loyalty and engagement.
* Creates and implements a branch service plan that includes team development, efficiency, accuracy, and member experience; driving positive results in member experience and a favorable and trusted view within the community.
* Analyzes reports and information to identify branch strengths and opportunities; uses this information to create and augment branch plans.
* Continuously advocates for the membership; makes sound and swift decisions while balancing service and risk; provides solutions and makes recommendations to further improve member experiences.
* Plans and facilitates team meetings that drive branch efficiency, promote excellent internal and external service, and continuously develop the team skills and behaviors.
* Oversight of comprehensive branch operations in accordance with organizational policy and procedure, including; overall accuracy in service, internal audit process, security controls, risk management, and loss prevention.
* Ensures adherence to security controls to protect the branch against criminal/fraudulent operations and unnecessary risk/exposure.
* Collaborate with regional Membership Development team to build and nurture a positive reputation amongst key community relationships.
* Assists AVP and VP of Branches/Member Experience with organizational initiatives as needed.
* Performs supervisory duties: interviews applicants; plans, assigns, directs, and evaluates direct report's work, measures performance against goals; reviews efficiency and completeness of tasks; conducts performance reviews, recommends salary increases and develops higher levels of expertise in Team Members through training.
* Supports and assists at branches throughout the Arrowhead branch network.
* Regular and predictable attendance and punctuality.
* Maintains a working knowledge of Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Identity Theft Red Flags and Office of Foreign Assets Control (OFAC) and complies with all federal and state laws/regulations as well as organizational policies, procedures, and processes applicable to area of responsibility.
* Other duties as necessary and assigned and deemed necessary by the Supervisor to achieve the goals of the Credit Union and department.
Benefits Include: (not a complete list)
Wellbeing
* Weekly pay
* 401K Retirement Savings Plan with company match
* Paid time off accrual begins upon hire, 15 paid vacation days, 11 paid holidays
* Paid sick leave
* Company-provided life insurance at twice your annual salary
* Financial Education Programs
* DoorDash DashPass
Health
* Medical, Dental, and Vision Insurance for part-time and full-time employees
* Modern Health
* Care.com subscription
* Teladoc
Career Development
* Career development opportunities
* Team members are eligible to apply for assistance with educational expenses through ArrowHeart's scholarship program.
To learn more about Arrowhead Credit Union and our service culture, visit our Career page, and our ArrowHeart Foundation.
The pay range for this position is listed below.
Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands, and internal equity.
Pay range:
Minimum: $88,888.89/annually| Midpoint: $111,111.11/annually | Maximum: $133,333.33/annually
$38k-48k yearly est. 26d ago
Employee Relations Specialist III
Navy Federal 4.7
San Diego, CA job
To provide guidance to management and employees on performance concerns, conflict resolution, organizational changes, HR policies and procedures, employment/labor laws, EEO, and adverse employment actions to promote a fair and equitable work environment. Assess and address employee engagement, manager education, employee and manager counseling, performance improvement efforts, investigations, policy interpretation and resolution of employee grievances/charges.
Significant knowledge in local, state and federal employment regulations
Advanced knowledge of federal and state leave and disability laws related to benefits, HIPPA, FMLA, ADA and substance abuse
Significant experience in managing multiple priorities independently and/or in a team environment to achieve goals
Ability to maintain confidentiality and demonstrate integrity
Advanced skill applying local, state and federal employment regulations
Advanced research, analytical and problem solving skills
Advanced verbal and written communication skills
Advanced skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
Advanced skill presenting findings, conclusions, alternatives and information clearly and concisely
Advanced organizational, planning, and time management skills
Advanced skill working with diverse internal and external contacts
Advanced skill building effective relationships through rapport, trust, diplomacy and tact
Advanced skill navigating multiple screens and PC applications and adapting to new technologies
Bachelor's Degree in Human Resources, Business Administration, or the equivalent combination of training, education, and experience
Desired Qualifications
Basic knowledge of Navy Federal Human Resources policies, procedures, and programs
Basic knowledge of Navy Federal's functions, philosophy, operations and organizational objectives
PHR/SHRM-CP or SPHR/SHRM-SCP Certification
Hours: Monday - Friday, 8:00AM - 4:30PM
Locations: 820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive, Pensacola, FL 32526 | 141 Security Drive, Winchester, VA 22602 | 9999 Willow Creek Road, San Diego, CA 92131
Evaluate employee inquiries and problems to determine best course of action; provide advice and guidance
Lead thorough and timely workplace investigations and make recommendations on appropriate course of action including formal levels of disciplinary action (e.g., reprimand, suspension, reassignment/reduction or termination) to minimize legal risk
Create chronological history of relevant issues; ensure the accuracy of the content and that the document is legally defensible/sound
Resolve issues involving discipline, performance, employee concerns, attendance, personnel actions, and employment policies/procedures and laws (e.g., EEO, AAP, FMLA, ADEA, ADA)
Apply knowledge of theories, principles, and practices of human resource management; research and evaluate employment practices and make recommendations
Analyze exit survey, turnover and other employee data to produce metrics outlining the current state and provide recommendations to internal customers
Maintain working knowledge of regulatory requirements and practices including changes and new legislation
Research Navy Federal policies, procedures and past practices to ensure consistency in all adverse employment actions
Review performance appraisals as needed; evaluate the content of the appraisal to ensure fairness, consistency, accuracy and legal compliance
Confer and consult with Office of the General Counsel (OGC) and external law offices on litigation cases; provides detailed case analysis and documentation as needed
Apply knowledge of federal, international and state employment laws to provide advice, guidance, and counseling to employees and management
Represent Navy Federal in unemployment hearings and appeals, as necessary
Assist in composing internal and external communications
Lead and/or provides support for projects and initiatives within the business unit and/or across the organization
Research, compile, review and analyze reports
Participate in training and mentor initiatives with new Employee Relations team members
Perform other duties as assigned
$65k-84k yearly est. Auto-Apply 8d ago
Teller - Anaheim
Orange County's Federal Credit Union 4.3
Anaheim, CA job
Job Description
At Orange County's Federal Credit Union, we don't just offer banking services, we create meaningful relationships that empower our members and enrich our community. With over 85 years of trust, $2.5+ billion in assets, and 140,000+ members, we've built a reputation for excellence-and we're just getting started.
Our commitment to people, performance, and purpose has earned us the #1 spot in the Orange County Register's 2024 Best Credit Union list, and the voices of our employees have earned us the Peter Barron Stark Award for Workplace Satisfaction. When you join us, you're not just taking the next step in your career; you're joining a team that loves where they work.
Why Work With Us?
Make a Difference: If you're passionate about serving people, this role offers a unique opportunity to positively impact your community.
Grow With Us: We provide a clear path for career advancement, supported by professional and personal development programs.
Be Valued: From day one, you'll receive generous benefits, including top-tier health insurance, a robust 401(k) plan, and paid holidays.
Your Role: As a Member Service Representative, you'll be the face of our credit union, providing a range of services that go beyond basic transactions.
Handle teller transactions and eventually learn to open new accounts with accuracy and a friendly demeanor.
Cross-sell products and services, helping members discover solutions that meet their financial needs.
Resolve any issues with a consultative approach that builds trust and long-term relationships.
What We're Looking For:
Experience: Within a banking or credit union environment, recent Teller experience experience is preferred.
Sales & Communication Skills: Proven ability to cross-sell and refer products and services effectively. Ability to write and speak in an approachable yet professional manner.
Technology: Ability to understand and use various systems and software.
Availability: Must be available Monday through Saturday, with schedules varying between 8:30 AM and 6:30 PM on weekdays and 8:30 AM to 2:30 PM on Saturdays.
Integrity: Willingness to undergo thorough background and credit checks.
Compensation: We value your experience and skills, and our competitive hourly rates reflect that. Final offers are based on qualifications, internal equity, and the level of position offered. Below are OCFCU's branch job levels with their corresponding hourly pay:
Member Service Rep. I: $20.00 (requires minimum two years of customer service and cash handling experience)
Member Service Rep. II: $20.50 (requires minimum six-months recent Teller experience)
Member Service Rep. III: $21.00 (requires minimum one year recent Teller experience and six-months of New Accounts experience)
Member Service Rep. IV: $22.00 - $24.00 (requires minimum two years within the credit union/banking industry, including one year recent universal banker experience. The universal banker will have expertise in the following; teller transactions, opening all types of accounts, AND experience with consumer loans and other complex banking services)
Perks & Benefits:
Health Coverage: Comprehensive benefits, including Anthem, Delta Dental, and VSP, effective from your first day.
Financial Security: Life insurance at no cost and a 401(k) plan with a 6% employer match, dollar for dollar.
Work-Life Balance: 13 days of vacation and seven (7) sick days annually plus paid holidays.
Recognition & Growth: Annual merit increases, discretionary bonuses, and educational grants up to $1,000 per year.
We perform thorough background checks and credit checks. EOE.
A Mortgage Loan Officer is responsible for originating 1st Mortgage Loans, Home Equity Loans, and Home Equity Lines of Credit (HELOC) in accordance with Agency and investor guidelines. The successful candidate provides information on credit union products and services to potential borrowers according to all credit union policies and procedures as well as Federal and State rules and regulations. Interviews all applicants for real estate loans. Prepares, analyzes, processes and documents all required forms and related documents for real-estate loans. Approves or denies loan applications based on analysis of each applicant's background. Responsible for promoting credit union products and services to ensure meeting productivity goals. Accountable for all the conditions set forth in the Compensation Agreement.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Assists the member in determining and recommending the proper loan program that meets their needs. Completing accurate and thorough loan applications. Establishing membership when applicable and gathering the necessary paperwork, including income, assets, and any relative documentation to begin the loanprocess.
Follow up on leads and generating referrals from past members for new business.
Cultivating relationships with community groups, real estate agents, financial planners, accountants, and others to bring in newbusiness.
Manage pipeline by communicating with the real estate operations team. In addition to, gathering additional documentation when necessary and providing timely updates to members.
QUALIFICATIONS, EDUCATION and/or EXPERIENCE
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
High school diploma or its equivalent is required.
Three (3) years' experience working in a sales environment or in a similar position in the mortgage lending industry is required.
Two years' experience with conforming, nonconforming, and alternative loan products and pricing is strongly preferred.
Undergraduate degree with major coursework in accounting, finance, marketing, or a related field is preferred.
Why Altura?
WORK-LIFE BALANCE
Vacation (10+ or Minimum Days)
Sick (8 Days)
Holidays (11 Days & 1/2 Day Christmas Eve)
Birthday & Anniversary Day Off
Specialized Paid Time Off (Jury Duty, Bereavement, etc.)
Community Volunteer Events
Social Events & Outings
Event & Venue Discounts
WEALTH INCENTIVES
Competitive Pay
Stakeholders
401k Dollar-for-Dollar Match up to 6% (after one year of service)
Business Attire Allowance
Annual Performance Review & Increase
Wellness Incentive
Tuition Reimbursement
Awards, Recognitions & Incentives
Free Checking & Savings Accounts
Discounted Employee Loan Rates
HEALTH AND WELLNESS
Kaiser and Cigna Medical & Prescription Plans
Dental & Vision
Fitness Challenges & Gym Access
Onsite Wellness Programs
Medical & Dependent Flex Spending Account
Life & A&D Insurance
Employee Assistance Program
Pet Insurance
$35k-45k yearly est. 39d ago
Network Engineer
Redwood Credit Union 3.4
Santa Rosa, CA job
Redwood Credit Union is seeking a Network Engineer who supports the design, implementation, and maintenance of secure, scalable, and high-performance network infrastructure across the organization. This role ensures the confidentiality, availability, and integrity of network systems while aligning with Redwood Credit Union's strategic goals and compliance standards. The engineer collaborates with cross-functional teams to deliver reliable connectivity, troubleshoot issues, and support ongoing infrastructure modernization efforts. The team ensures mission critical systems are operating securely 24 hours a day, 7 days a week.
Key Responsibilities
Network Operations & Engineering
* Design, deploy, and administer LAN/WAN/SD-WAN infrastructure, wireless networks, and cloud-based networking solutions and environments
* Monitor network performance using tools like SolarWinds, PRTG, and Wireshark; identify and resolve bottlenecks, outages, improvement opportunities, security vulnerabilities, and efficiency improvements.
* Support network hardware lifecycle management including routers, switches, firewalls (including Checkpoint, and Cisco ASA), and wireless access points.
* Participate in network upgrades, patching, and configuration changes with minimal downtime.
* Maintain accurate documentation including network diagrams, configuration records, and change logs. Security & Compliance
* Implement and maintain network security protocols including firewalls, VPNs (IPSec, SSL, and site-to-site), IDS/IPS, and Zero Trust principles
* Administer and monitor Checkpoint firewall appliances and VPN gateways, ensuring secure remote access and perimeter defense
* Collaborate with cybersecurity teams to ensure compliance with internal policies and external regulations (e.g., NCUA, PCI-DSS)
* Respond to security alerts and participate in incident response and forensic investigations. Conduct periodic reviews of access controls, firewall rules, and vulnerability scans.
Infrastructure Support & Collaboration
* Provide Tier 2/3 support for network-related issues and escalate as needed.
* Work closely with Systems, DevOps, and Application teams to support infrastructure needs.
* Assist in remote site deployments, including ISP coordination, switch installations, and wireless configuration.
* Participate in disaster recovery planning and testing.
Professional Development & Leadership
* Stay current with emerging technologies including cloud networking (Azure, AWS), SD-WAN, and automation tools.
* Contribute to departmental goals and initiatives (e.g., data center upgrades, cloud projects).
* Mentor junior staff and participate in knowledge-sharing sessions.
Join us and discover why you'll love working at Redwood Credit Union!
ABOUT REDWOOD CREDIT UNION (RCU):
At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad.
As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all.
Why work for Redwood Credit Union?
* 28th largest credit union in the U.S. and the largest financial institution based in the North Bay
* Awarded a 5-Star Rating based on 6/30/24 financial data by Bauer Financial
* Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2025"
* Recognized by Newsweek as one of "America's Best Credit Unions 2025"
* Top Corporate Philanthropists (#24) - San Francisco Business Times
* Voted Best Places to Work in the North Bay 20 years in a row
* World-class Employee Engagement scores
* Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
* Industry leading Net Promoter Scores across the U.S.
Minimum Qualification: Knowledge, Skills and Abilities
* Strong understanding of TCP/IP, DNS, DHCP, BGP, OSPF, and VLANs.
* Experience with Cisco, F5, and Checkpoint networking and security equipment.
* Familiarity with cloud networking, SD-WAN, and remote access technologies including VPNs (IPSec, SSL).
* Excellent troubleshooting, documentation, and communication skills.
* Ability to work independently and collaboratively in a fast-paced environment.
* After-hours, holiday and weekend support is occasionally required.
* Ability to travel up to 5% of the time.
Licenses and Certifications
* CCNA or equivalent required; CCNP, CompTIA Network+, or cloud certifications (Azure/AWS) preferred.
* Checkpoint Certified Security Administrator (CCSA) or equivalent is a plus. Physical Requirements
* Ability to move or lift up to 50 pounds occasionally.
* Ability to perform physical tasks related to hardware installation.
* Ability to use a computer keyboard and calculator.
* Work environment is indoors; majority of the time is spent sitting at a desk.
The ideal candidate has a combination of education and experience equivalent to a bachelor's degree in computer science or closely related field and four years' experience in a networking - related role
Compensation: Base starting range: $119,000 to $147,000 annually commensurate with experience.
Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.
Redwood Credit Union offers a robust benefits package to our eligible employees including:
* Competitive medical, dental, and vision insurance, mental health offerings
* Employee performance incentive plan
* Salary Advancement- Merit increase based on performance
* 401(k) program with employer match
* Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!
RCU Discounts and Perks:
* RCU employees are eligible for a .75% discount off RCU standard collateral auto loans
* RCU employees are eligible for a 1% discount on all recreational or boat loan products
* 2% discount off Visas and LOC Loans through RCU
* 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.
* 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.
* 0% interest on garment, fitness, or home office equipment loan of up to $500
* 100% financing for employee purchased homes!
Physical Requirements:
* Ability to stand for extended periods of time occasionally.
* Ability to stand, bend, stoop, sit, walk, twist and turn.
* Ability to lift up to 50 pounds.
* Ability to use a computer keyboard, calculator, and mouse.
* Work environment is indoors; majority of the time is spent sitting at a desk.
* Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.
Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.
We are an Equal Opportunity Employer
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us at [email protected].
Are you seeking a promising career in a growing organization? Check out this position. Are you a creative solution seeker? Do you have experience with helping people through financial challenges in a warm, caring, friendly manner? We want to speak with you - we are looking for Service Superstars to join our Team!
The Collector 1 role consistently demonstrates a high degree of empathy and an ability to offer resolutions for Members in challenging financial circumstances.
Essential Functions and Responsibilities
Service
Personally, provides exceptional Member service; uses Service Standards in every work-related interaction.
Actively participates in meeting the goals of the department and the Credit Union.
Provides excellent service by using a positive and professional tone to assists callers and team members accurately, thoroughly and as efficiently as possible while maintaining consistent and friendly service. Ensures that a smile can be heard on each call.
Uses organizational tools and techniques to complete tasks on time and successfully manage multiple competing priorities simultaneously, with the ability to give unexpected status in any of the areas of responsibility.
Daily Responsibilities
Answers inbound calls to help support our members and internal Team Members resolve issues relating to collections.
Effectively communicates with members and team members through multiple communication channels, including phone, email, secured messaging, chat, and text messaging.
Proactively places outbound calls to members and exhibits strong negotiation skills to secure payment arrangements to collect on delinquent loans or negative shares.
Documents contact and communication with members in the Credit Union's core operating systems, Akcelerant and/or Symitar.
Negotiates payment arrangements or recommends solutions that will assist members in bringing their past-due balances current and resolves issues related to delinquency.
Follows up and monitors delinquent loans and negative shares for broken promises to pay.
Manages complex queues from early to ongoing delinquency, legal assignment, repossession, bankruptcies, and collateral in active recovery accounts.
Negotiates settlement offers for all consumer shares and loans.
Collaborates with the ACH/EFT Services Department to resolve unresolved electronic transactions (ACH exceptions).
Analyzes consumer credit reports and offers recommendations that encourage favorable financial outcomes.
Provide backup as needed in posting transfers and checks.
Processes loan extensions independently, within authorized limits, based on budgeting and the account's history.
Assigns accounts for field chase, repossession, legal, and skip agents and updates Akcelerant and Symitar with results.
Processes loan modifications independently within authorized limits.
Recommend collateral repossessions on consumer loans and prepares required documentation for final approval.
Analyze vehicle collateral fair market value.
Provides Call Center overflow coverage.
Conducts thorough share or membership review to determine reopening or reinstatement of services, including but not limited to savings, checking, courtesy pay, and digital services.
Performs targeted skip tracing; searches free websites, loan applications, signature cards, etc., to locate delinquent members.
Benefits Include:
(not a complete list)
Wellbeing
Weekly pay
401K Retirement Savings Plan with company match
Paid time off accrual begins upon hire, 15 paid vacation days, 11 paid holidays
Paid sick leave
Company-provided life insurance at twice your annual salary
Financial Education Programs
DoorDash DashPass
Health
Medical, Dental, and Vision Insurance for part-time and full-time employees
Modern Health
Care.com subscription
Teladoc
Career Development
Career development opportunities
Team members are eligible to apply for assistance with educational expenses through ArrowHeart's scholarship program
To learn more about Arrowhead Credit Union and our service culture, visit our Career page, and our ArrowHeart Foundation.
The pay range for this position is listed below.
Starting pay for successful applicants is
generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands, and internal equity.
Pay range:
Minimum: $24.44/hour| Midpoint: $30.55/hour | Maximum: $36.66/hour
$24.4-36.7 hourly 3d ago
Senior Business Continuity Specialist
Theresa Allison Md 3.4
Napa, CA job
Redwood Credit Union is seeking a Senior Business Continuity Specialist who will plan, organize, and perform activities and projects for RCU's business continuity program (BCP) to ensure the organization is prepared to respond to and recover from disruptions, ensuring the continuity of critical operations and services. Work closely with departments across RCU to ensure the effectiveness of the BCP and lead efforts to continuously improve RCU's readiness in the event of a business disruption.
Key ResponsibilitiesBusiness Continuity Program Management:o Support enterprise risk leadership in conducting business continuity risk assessments to identify points of vulnerability, gaps in existing capabilities vs. critical business needs, and identify risk reduction strategies.o Plan, conduct and maintain an enterprise-wide Business Impact Analysis (BIA), analyze BIA data and report findings and recommendations to the Compliance Manager.o Maintain RCU's Business Continuity Plans and Business Impact Analysis designed to address critical business needs and how RCU will respond and recover from business disruptions to include maintaining plan information in the Archer GRC application as well as ensuring that RCU's intranet site dedicated to BCP is current.o Lead business continuity related projects, including setting project goals, coordinating efforts between multiple departments, monitoring for effectiveness, and ensuring projects are consistent with RCU's business continuity standards.o Take part in organizational projects or initiatives with BCP implications to ensure such initiatives are consistent with RCU's BCP standards.o Prepare business continuity status reports for ERM leadership and the Executive Risk Oversight Committee.o Support enterprise risk leadership with annual examiner discussions and preparing documentation for examinations.o Stay up to date with current trends and techniques in business continuity planning, incorporating new knowledge into the BCP as appropriate.Incident Management: o Maintain incident management plans and procedures designed to support and guide RCU's leadership response during crisis events and ensure support is provided to team members.o Assist RCU's leadership team during crisis situations by coordinating the activities of the Incident Response Team; coordination includes ensuring all tasks are properly assigned, communicated, and completed, performing situation monitoring and reporting situation updates to RCU Executives, and maintaining records of key developments of the incident.o Assist with postmortem analyses of past incident handling and draft recommendations to enhance RCU future incident management strategies.o Maintain supplies of emergency materials designed to support RCU's leadership team during crisis situations.Testing & Training: o Independently plan, design, and conduct tests and drills designed to assess the effectiveness of RCU's Business Continuity Plans and Incident Management Procedures, required to support critical RCU processes and systems. Oversee results and independently advise on remediation plans.o Organize and support Compliance Manager and enterprise risk leadership in performing annual tabletop exercises with senior leadership, individual business departments, and assist with building safety and evacuation drills.o Develop and lead training on business continuity subjects for leaders and team members.o Develop and lead enterprise risk leadership in team member communications, training, and disaster preparedness campaigns.o Document results of testing and resulting action plans for reporting to Executives, Board, and federal and state examiners.
Join us and discover why you'll love working at Redwood Credit Union!
ABOUT REDWOOD CREDIT UNION (RCU):At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad. As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all. Why work for Redwood Credit Union?• 28th largest credit union in the U.S. and the largest financial institution based in the North Bay • Awarded a 5-Star Rating based on 6/30/24 financial data by Bauer Financial• Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2025"• Recognized by Newsweek as one of "America's Best Credit Unions 2025"• Top Corporate Philanthropists (#24) - San Francisco Business Times• Voted Best Places to Work in the North Bay 20 years in a row• World-class Employee Engagement scores• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate• Industry leading Net Promoter Scores across the U.S. Minimum Qualification: Knowledge, Skills and Abilities
Strong problem solving, planning, communication, organizational and interpersonal skills.
Insight and judgment to initiate timely and appropriate action.
Meticulous attention to detail.
Ability to communicate complex ideas effectively, both verbally and in writing.
Ability to establish and maintain effective working relationships with diverse groups of people.
Ability to organize, coordinate and prioritize a variety of activities simultaneously.
Ability to act independently and confidentially, using discretion, and tact.
Ability to distinguish and manage confidential material and information.
Ability and desire to work in a team environment, and ability to work independently.
Skill in the operation of a PC and use of Microsoft Office software, browser- based applications, and internet and intranet applications.
Basic knowledge of regulations governing business continuity planning requirements to ensure compliance and operational resilience.
Proficiency in business continuity management software such as Archer GRC.
Licenses and Certifications
Business Continuity Officer Certification is desirable.
The ideal candidate has a combination of education and experience equivalent to a bachelor's degree in business, finance, or related field with a minimum of five years of experience in business continuity planning or related governance, risk, and compliance fields.
Compensation: Base starting range: $91,520 to $120,573 annually commensurate with experience.
Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.
Redwood Credit Union offers a robust benefits package to our eligible employees including:• Competitive medical, dental, and vision insurance, mental health offerings• Employee performance incentive plan• Salary Advancement- Merit increase based on performance• 401(k) program with employer match• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!
RCU Discounts and Perks:• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans• RCU employees are eligible for a 1% discount on all recreational or boat loan products• 2% discount off Visas and LOC Loans through RCU• 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.• 0% interest on garment, fitness, or home office equipment loan of up to $500• 100% financing for employee purchased homes! Physical Requirements:• Ability to stand, bend, stoop, sit, walk, and reach overhead, twist and turn.• Ability to move or lift up to 25 pounds occasionally.• Ability to use a computer keyboard and calculator.• Work environment is indoors; majority of the time is spent sitting at a desk.
*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.
Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. We are an Equal Opportunity Employer
$91.5k-120.6k yearly Auto-Apply 60d+ ago
Mortgage Lending Closer / Funder
Orange County's Credit Union 4.3
Santa Ana, CA job
Exciting Opportunity at Orange County's Federal Credit Union
Mortgage Lending Closer / Funder (Team production incentive bonuses for meeting goals)
CREDIT UNION'S PURPOSE : Simple Banking. For People, Not Profit.
CREDIT UNION'S CORE VALUES : Integrity, Service Excellence, Growth & Development, High Performance, Mutual Respect, Community, and Fun
Workplace Excellence. Through our associates' opinions and voices, Orange County's Federal Credit Union is a proud recipient of the Peter Barron Stark Best of the Best Award for highest associate satisfaction in the workplace! As a leading financial service provider with over 80 years of experience serving 123,000+ members, Orange County's Federal Credit Union is currently $2+ billion in assets & growing.
Generous benefits including:
Anthem HMO/PPO, Delta Dental, and Unum options - from day one
Life insurance at no cost to employee.
401(k) - OCCU matches 6% of the employee's contribution (dollar for dollar)
Vacation hours - 13 days per year and rolls over year to year, and increases with tenure
Sick hours - 7 days per year and paid holidays
Annual performance merit increases
Professional and personal development programs, including educational grants up to $1k per year, and step progression opportunities
Annual discretionary bonus
Professional, friendly work environment focused on achieving goals, recognizing successes, and excelling at member service.
POSITION SUMMARY: Under general supervision, the Closer-Funder is responsible for timely, accurate and efficient home loan closing process. The Closer-Funder draws documents meeting Credit Union, investor and regulatory compliance requirements for all home loan types. The Closer-Funder coordinates with settlement agents, members, notaries, and all applicable parties for a successful closing. The Closer-Funder reviews executed loan documents for signatures, notarization, completeness, consistency and data integrity. The Closer Funder obtains and clears prior to funding conditions, prepares and requests wires, funds and confirms loan has been launched to servicing system accurately. The Closer-Funder maintains loan files. The Closer-Funder maintains funding pipeline by tracking expiration dates, compliance and funding timeframes. The Closer-Funder coordinates activities, and keeps all parties informed. Maintains appropriate electronic tracking.
ESSENTIAL DUTIES:
Review all information within the Loan Origination System required for accuracy to create loan documents.
Prepare and deliver complete and accurate closing documents meeting all applicable guidelines in a secure manner to the appropriate escrow vendors.
Check all executed loan documents for correctness and accuracy ensuring all conditions are met and imaged accordingly prior to funding.
Responsible for communicating with mortgage loan processors, existing and prospective members and escrow vendors as needed to collect outstanding conditions, making sure they meet all applicable guidelines.
Coordinating and confirming with escrow that the loan is ready to fund.
Funding loan, wire necessary funds, updating loan origination system and notifying escrow with funding figures within the required time frame.
ASSOCIATE EXPECTATIONS:
Consistently practices the Service Philosophy of “Put People First” exercising the Connect, Discover, Deliver & Wow components in every encounter with internal and external members, creating extraordinary experiences.
Effectively conveys information. Communicates with immediate supervisor and the team keeping others advised of progress and/or situations.
Displays behavior that matches the value of Mutual Respect by relating favorably at all levels within the organization.
OTHER DUTIES:
Performs other work-related duties as assigned.
May be a disaster recovery team member or take directives from a disaster team recovery member.
QUALIFICATIONS:
Experience/ Training/ Education:
High school education or equivalent.
Three to Five years funding First and Second Lien Position Mortgage Loans, in a fast-paced environment, which would provide a thorough knowledge of modern office practices and procedures.
Knowledge/ Skills/ Abilities:
Knowledge of state and federal regulations as they relate to residential mortgage/home loan applications, credit union rules, regulations, and policies.
Effective communication skills both verbally and in writing and excellent telephone manner.
Must have personal computer skills and be proficient with Microsoft programs at an intermediate skill level.
The targeted hourly rate range is $25.00 to $28.00. Final offer will be determined based on experience, education, training/certifications and specialized skills.
We perform thorough background checks, credit checks and pre-employment drug screening. EOE
$25-28 hourly Auto-Apply 11d ago
Senior SBA/Commercial Credit Analyst
Theresa Allison Md 3.4
Santa Rosa, CA job
Redwood Credit Union is seeking a Senior SBA/Commercial Credit Analyst, who will prepare SBA and commercial loan applications in accordance with the Credit Union's underwriting guidelines and influence the quality of credit through guideline adherence. Draft loan recommendations, including analysis of financial and other information, to present in a concise, accurate written form as prescribed by Credit Union without assistance. Assist with administration of the loan portfolio. Provide peer leadership in the areas of credit analysis, SBA processes/procedures and portfolio review. Requires extensive knowledge of the loan requirements for SBA and commercial lending with a demonstrated ability to perform research activities and loan portfolio analyses.
Key ResponsibilitiesBusiness Loan Functions:o Review and approve annual portfolio analyses for all BSA loan files.o Serve as backup to management to support credit and portfolio analysis supervisory activities.o Assist Credit Analysts and Portfolio Specialists with questions and training needs, including SBA SOP understanding, SBA loan process/procedures, all commercial credit analysis, financial spreading, covenant, and condition management.o Assist Senior Management in making key business decisions that require knowledge in SBA underwriting and compliance.o Analyze credit worthiness, including review of tax returns, financial statements, credit reports, business plans, and other relevant information.o Prepare draft credit recommendation, risk rating recommendation, spreadsheets, and other approval documents.o Structure credit memos to best meet the Credit Union's risk and profitability requirements while maintaining a competitive position in the marketplace.o Determine SBA eligibility and ensure compliance with SBA policy.o Present loans to the Business Loan Committee for approval, when applicable.o Underwrite and generate complete credit memos for all loan products.o Maintain contact with other credit administration team members through the loan closing process as needed, to ensure all conditions and loan requirements are satisfied, including regulatory compliance.o Perform periodic review of loans; maintain contact with Members and RCU team members as required.o Maintain a complete understanding of RCU credit policy and SBA eligibility requirements under the SBA 7(a) and 504 guaranteed loan programs, with ability to assist others with related questions and research independently for unknowns.o Thoroughly analyze and make recommendations for complex SBA and commercial real estate credits.o Ensure compliance with pertinent government rules and regulations.o Manage file through underwriting and approval process, working with loan officer, credit staff, Members, and outside service providers throughout process.Member Service: o Provide exceptional service to all Members, volunteers, internal team members and service providers.o Respond to credit inquires.o Call Members to request financial information or documentation, as required.o Answer Member questions as they relate to Business Service deposits and loans.
Join us and discover why you'll love working at Redwood Credit Union!
ABOUT REDWOOD CREDIT UNION (RCU):At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad. As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all. Why work for Redwood Credit Union?• 28th largest credit union in the U.S. and the largest financial institution based in the North Bay • Awarded a 5-Star Rating based on 6/30/24 financial data by Bauer Financial• Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2025"• Recognized by Newsweek as one of "America's Best Credit Unions 2025"• Top Corporate Philanthropists (#24) - San Francisco Business Times• Voted Best Places to Work in the North Bay 20 years in a row• World-class Employee Engagement scores• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate• Industry leading Net Promoter Scores across the U.S. Minimum Qualification: Knowledge, Skills and Abilities
Current knowledge of all laws, rules and regulations pertaining to business/SBA lending and compliance.
Highly developed analytical skills for making sound credit decisions.
Excellent written and verbal communication skills.
Flexibility to manage time with ability to prioritize multiple tasks.
Ability to work effectively under deadlines and stress.
Ability to thoroughly analyze and make recommendations on an independent basis and demonstrate solid decision-making abilities.
Thorough knowledge of all aspects of financial institution business services including lending methods, practices, and services.
Knowledge of credit and interest rate economics.
Knowledge of asset, liabilities, credit dynamics in a business services lending environment.
Skill in the operation of a personal computer with word processing, spreadsheet and presentation software and Intra/Internet access.
Ability to analyze problems and opportunities, identify and evaluate alternatives, and develop sound, effective approaches.
Ability to communicate effectively both verbally and in writing.
Ability to work independently with minimal supervision.
The ideal candidate has a combination of education and experience equivalent to a bachelor's degree in business administration, finance or closely related field, and a minimum of five years of experience with commercial financial analysis or underwriting, and a minimum of three years of experience with SBA loans.
Compensation: Base starting range: $50.00 to $66.00 hourly commensurate with experience.
Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.
Redwood Credit Union offers a robust benefits package to our eligible employees including:• Competitive medical, dental, and vision insurance, mental health offerings• Employee performance incentive plan• Salary Advancement- Merit increase based on performance• 401(k) program with employer match• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!
RCU Discounts and Perks:• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans• RCU employees are eligible for a 1% discount on all recreational or boat loan products• 2% discount off Visas and LOC Loans through RCU• 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.• 0% interest on garment, fitness, or home office equipment loan of up to $500• 100% financing for employee purchased homes! Physical Requirements:• Ability to stand, bend, stoop, sit, walk, twist, and turn.• Ability to lift up to 15 pounds.• Ability to use a computer keyboard and calculator.• Work environment is indoors; majority of the time is spent sitting at a desk.
*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.
Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. We are an Equal Opportunity Employer
Are you warm, caring, friendly, and passionate about providing excellent service? Are you excited about giving back to your community? Are you looking for an entry-level position that promises career development? If so, we want to talk to you - we are currently looking for Customer Service Superstars to join our Team!
An Associate Member Relationship Specialist (Teller 1) provides exceptional face-to-face member service in our branch locations.
Position hours vary between:
8:30 am - 5:30 pm Monday through Friday
8:30 am - 2:30 pm Saturday
This opportunity is ideal if you are:
Excited about providing amazing service to our members and the community.
Looking for a position that will establish and grow your career.
Interested in learning how to open financial memberships and assist with loan requests.
Passionate about financial education and finding solutions.
Essential Functions and Responsibilities
Personally, provides exceptional member service; uses Service Standards in every work-related interaction.
Actively participates in meeting the goals of the department and the Credit Union.
Provides excellent service by using a positive and professional tone to assist members and team members accurately, thoroughly, and as efficiently as possible while maintaining consistent and friendly service.
Uses organizational tools and techniques to complete tasks on time and successfully manage multiple competing priorities simultaneously.
Service
Assists members with routine transactions and service requests, including but not limited to; positively identifying individuals, negotiating checks, receiving deposits, card services, etc.
Assists with member research and problem resolution.
Accurately completes member service requests, and places proper attention to data accuracy, policies and procedures, cash management and balancing, and branch safety/security routines.
Works within given limits and authority; proactively seeks supervisory assistance as needed.
Promotes credit union products and services and actively refers members to credit union partners as appropriate.
Has an open mind; can conceptualize and proactively solve problems in pursuit of exemplary service to members, teammates, and the organization.
Is courageous and willing to make decisions that result in positive member outcomes.
Development
Exemplifies the attitude, aptitude, and ability to learn quickly and efficiently while showing assertiveness in personal development.
Successfully completes all learning events and academies on schedule, effectively communicating with mentors and leaders with the purpose of achieving learning objectives.
Actively participates in organizational projects and promotions; Develops a thorough knowledge of credit union products, services, rates, and partnerships.
Suggests and participates in credit union community service opportunities and events.
Maintains a working knowledge of Bank Secrecy Act (BSA), Anti-Money Laundering (AML) and Office of Foreign Asset Controls (OFAC) and complies with all laws and regulations applicable to area of responsibility.
Regular and predictable attendance and punctuality.
Other duties as assigned and deemed necessary by Supervisor to achieve the goals of the department and the Credit Union.
No aggressive sales goals - our focus is serving Members.
Benefits Include:
(not a complete list)
Wellbeing
Weekly pay
401K Retirement Savings Plan with company match
Paid time off accrual begins upon hire
Paid sick leave
Company-provided life insurance at up to twice your annual salary
Financial Education Programs
DoorDash DashPass
Health
Medical, Dental, and Vision Insurance for part-time and full-time employees
Modern Health
Care.com subscription
Teladoc
Pet Insurance
Career Development
Career development opportunities
Team members are eligible to apply for assistance with educational expenses through ArrowHeart's scholarship program.
To learn more about Arrowhead Credit Union and our service culture, visit our Career page, and our ArrowHeart Foundation.
The pay range for this position is listed below.
Starting pay for successful applicants is
generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands, and internal equity.
Pay range:
Minimum: $22.32
/hour | Midpoint: $27.22/hour | Maximum: $32.12/hour
$27.2-32.1 hourly 1d ago
Compliance Analyst
Redwood Credit Union 3.4
Napa, CA job
Redwood Credit Union is looking for a Compliance Analyst, who will be responsible for proactively identifying and evaluating risks and controls, completing regulatory compliance analysis and research, identifying issues and/or areas for improvement in efficiency or effectiveness, and working with management in developing actions plans to ensure risks are effectively mitigated and issues are corrected. Work with broad discretion on assignments of a varied and diverse nature. Plan, organize, and perform other Compliance activities and projects.
Key Responsibilities
Compliance:
* Review and conduct in-depth analysis on regulatory and legal changes affecting financial institutions to determine applicability and impact to RCU.
* Research regulatory/legal questions for other departments as assigned.
* Prepare and present analysis summaries and findings to RCU management to assist in decision-making.
* Independently work with RCU departments to implement legal requirements and ensure changes to products, services, and processes comply with applicable legal requirements.
* Create and manage compliance programs and training programs.
* Review advertisement, forms, letters, and disclosures for other departments as assigned to ensure compliance with applicable legal requirements.
* Prepare revisions to Credit Union disclosures.
* Prepare written reports and analysis for Compliance management.
* Assist on projects, exams, audits, and other tasks as assigned.
* Provide excellent service to all Members and internal clients.
* Prepare currency transaction reports in compliance with the Bank Secrecy Act.
* Manage projects required to implement regulatory and legal changes, including setting project goals, coordinating efforts between multiple departments, and monitoring for effectiveness.
Risk Management:
* Independently work with RCU departments to identify and mitigate risks to the line of business, including compliance, business continuity, and internal controls.
* Collect and prepare information for business continuity planning.
Audit:
* Collect and prepare information for both internal and external audits.
* Document audit procedures performed or coordinated/supported.
* Maintain audit work papers and documentation.
* Develop and monitor remediation plans resulting from any deficiencies identified in audits.
* Submit all audit work (i.e., planning, programs, work papers, reports, etc.) to the Compliance Manager for review prior to issuance of final reports.
* Administer compliance testing program and monitors result status.
Administration:
* Assist with department budget preparation and perform legal expense analysis.
* Complete monthly report(s) and maintain records of time usage.
* Manage and administer RCU's forms library.
* Manage and administer RCU's Management Procedures Manual.
* Attend training as designated by Compliance Manager.
Join us and discover why you'll love working at Redwood Credit Union!
ABOUT REDWOOD CREDIT UNION (RCU):
At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad.
As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all.
Why work for Redwood Credit Union?
* 28th largest credit union in the U.S. and the largest financial institution based in the North Bay
* Awarded a 5-Star Rating based on 6/30/24 financial data by Bauer Financial
* Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2025"
* Recognized by Newsweek as one of "America's Best Credit Unions 2025"
* Top Corporate Philanthropists (#24) - San Francisco Business Times
* Voted Best Places to Work in the North Bay 20 years in a row
* World-class Employee Engagement scores
* Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
* Industry leading Net Promoter Scores across the U.S.
Minimum Qualifications: Knowledge, Skills and Abilities
* Comprehensive knowledge of laws, regulations, principles, and processes related to financial institutions.
* Strong analytical/problem solving, communication, organizational and interpersonal skills.
* Possess insight and judgment to initiate timely and appropriate action.
* Meticulous attention to detail.
* Skill in the operation of a PC with the use of Microsoft Office software and Browser based applications; ability to navigate internet and intranet applications.
* Ability to communicate complex ideas effectively, both verbally and in writing.
* Ability to establish and maintain effective working relationships with diverse groups of people
* Ability to effectively research and report on complex legal issues.
* Ability to organize, coordinate and prioritize a variety of activities simultaneously with limited supervision.
* Ability to act independently and confidentially, using discretion, and tact.
* Ability to distinguish and manage confidential material and information.
* Ability and desire to work in a team environment, with ability to establish and maintain effective working relationships in a diverse environment, including working with other departments.
Licenses and Certifications
* Compliance Officer Certification (NCCO, CUCE, or equivalent) is desirable.
The ideal candidate has a combination of education and experience equivalent to a bachelor's degree in business, pre-law, or related with a minimum of five years experience in financial services industry; regulatory compliance or financial institution internal audit.
Compensation: base starting range $41.00 to $54.00 per hour commensurate with experience.
Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.
Redwood Credit Union offers a robust benefits package to our eligible employees including:
* Competitive medical, dental, and vision insurance, mental health offerings
* Employee performance incentive plan
* Salary Advancement- Merit increase based on performance
* 401(k) program with employer match
* Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!
RCU Discounts and Perks:
* RCU employees are eligible for a .75% discount off RCU standard collateral auto loans
* RCU employees are eligible for a 1% discount on all recreational or boat loan products
* 2% discount off Visas and LOC Loans through RCU
* 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.
* 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.
* 0% interest on garment, fitness, or home office equipment loan of up to $500
* 100% financing for employee purchased homes!
Physical Requirements:
* Ability to attend offsite conferences which may include travel by car or air.
* Ability to stand, bend, stoop, sit, walk, twist, and turn.
* Ability to use a computer keyboard and calculator.
* Ability to lift up to 15 pounds occasionally.
* Work environment is indoors, majority of the time is spent sitting at a desk.
* Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.
Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.
We are an Equal Opportunity Employer
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us at [email protected].
$41-54 hourly 8d ago
Member Service Center Representative (Call Center)
Redwood Credit Union 3.4
Napa, CA job
Redwood Credit Union is looking for a Part Time (24 to 25 hours per week) Member Service Center Representative, with experience working in a Call Center Environment and that have a strong focus of providing outstanding Member Service by performing a variety of Member Service duties. These duties are associated with teller transactions, opening new accounts, loan transactions and cross selling Redwood Credit Union products and services.
Key Responsibilities
Service:
o Answer the telephone within established performance and service guidelines.
o Complete phone transactions accurately and efficiently.
o Disseminate and provide education of lending, CUSO and membership information to callers.
o Ensure problem ownership in an effort to protect the Member experience by researching Member problems, complaints and questions. Responding with thorough, and accurate information through oral and/ or written communication, or by directing them to the appropriate department or person for assistance
o Provide basic level technical support of our online and Mobile banking platforms
o Deliver excellent Member service by implementing Credit Union policy and departmental procedures and following RCU service philosophy and standards.
Sales & Efficiency:
o Attain individual and departmental goals and objectives as established in the MSC performance standards.
o Cross-sells Credit Union products and services.
o Demonstrate efficiency by maintaining professional control of member conversation, and follow accurate procedures.
Support:
o Post and balance daily work and maintain proper documentation.
o Utilize online manuals and knowledge repository as a resource
o Complete departmental and back-office tasks as assigned including typing routine letters and/or documents.
o Compile data and complete work related to departmental reports.
o Maintain files, post records, make and check routine calculations
o Perform all functions in a security conscientious manner.
Join us and discover why you'll love working at Redwood Credit Union!
ABOUT REDWOOD CREDIT UNION (RCU):
At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad.
As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all.
Why work for Redwood Credit Union?
* 28th largest credit union in the U.S. and the largest financial institution based in the North Bay
* Awarded a 5-Star Rating based on 6/30/24 financial data by Bauer Financial
* Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2025"
* Recognized by Newsweek as one of "America's Best Credit Unions 2025"
* Top Corporate Philanthropists (#24) - San Francisco Business Times
* Voted Best Places to Work in the North Bay 20 years in a row
* World-class Employee Engagement scores
* Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
* Industry leading Net Promoter Scores across the U.S.
Minimum Qualifications: Knowledge, Skills and Abilities
* Knowledge of modern office methods, practices and procedures.
* Skilled in operations of personal computer with Internet and Intranet access in a Windows environment.
* Demonstrated Member service skills.
* Ability to cross-sell products and services to meet Member needs.
* Ability to make mathematical computations.
* Ability to type 40 words per minute.
* Ability to communicate effectively both verbally and in writing.
* Ability to establish and maintain effective working relationships with a diverse group of people.
* Must be able to work on Saturdays
The Ideal candidate has a combination of education and experience equivalent to a high school diploma or closely related field and two years call center, retail or clerical experience in a customer service environment.
Compensation: Base starting range: $23.00 to $31.00 per hour commensurate with experience. (This position is also eligible for an 8% call center differential)
Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.
Redwood Credit Union offers a robust benefits package to our eligible employees including:
* Competitive medical, dental, and vision insurance, mental health offerings
* Employee performance incentive plan
* Salary Advancement- Merit increase based on performance
* 401(k) program with employer match
* Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!
RCU Discounts and Perks:
* RCU employees are eligible for a .75% discount off RCU standard collateral auto loans
* RCU employees are eligible for a 1% discount on all recreational or boat loan products
* 2% discount off Visas and LOC Loans through RCU
* 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.
* 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.
* 0% interest on garment, fitness, or home office equipment loan of up to $500
* 100% financing for employee purchased homes!
Physical Requirements:
* Ability to talk on the phone
* Ability to stand, bend, stoop, sit, walk, twist and turn.
* Ability to lift up to 15 pounds.
* Ability to use a computer keyboard and calculator.
* Work environment is indoors; majority of the time is spent sitting at a desk.
* Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.
Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.
We are an Equal Opportunity Employer
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us at [email protected].
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