Altura Credit Union jobs in Riverside, CA - 74 jobs
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. 2d ago
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Auto Expert Advisor - Murrieta Area
Altura Credit Union 3.5
Altura Credit Union job in Riverside, CA
Arrange the sale and delivery of new and used automobiles to Auto Expert clients and credit union members. Sells appropriate aftermarket accessories in conjunction with vehicle sales. Provide exceptional member service and resolve all issues until the member is satisfied.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Provides “beginning-to-end” service by locating and arranging for delivery new and used automobiles to clients. Coordinates financing with respective credit union lending departments. Helps to ensure Auto Expert is paid broker fees as agreed upon with source dealers. Meets assigned sales goals.
Sells Aftermarket products to clients. Meets assigned sales goals.
Collects approval of sale and signatures from clients pertaining to current DMV regulations and Auto Expert procedures.
Interfaces with and earns support of referring credit union employees.
Prepares complete and correct files including all required documents for sale of the vehicle.
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.
A Customer Service and/or Sales Experience background are preferred.
Valid automobile sales license is required but can be obtained immediately upon hire.
Prior experience in a field sales environment, where individual lead generation is the prime source of business.
Demonstrates ability to produce documents, spreadsheets, databases, etc. with Windows-based software. Demonstrates knowledge of and comfort with the Internet
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
$42k-49k yearly est. 4d ago
Business Systems Administrator 1 (On-Site Rancho Cucamonga)
Arrowhead Credit Union Careers 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
$88.9k-133.3k yearly 14d ago
Business Development Coordinator (B2B)
Orange County's Credit Union 4.3
Santa Ana, CA job
Business Development Coordinator; help us grow the Orange County's Federal Credit Union community-one relationship at a time.
At Orange County's Federal Credit Union (OCFCU), 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 over 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 2025 and 2024.
Are you a relationship-builder who loves connecting with people? We're looking for a high-energy, experienced, and passionate Business Development Coordinator who enjoys being on the phone, presenting to business leaders, and asking for partnerships. In this role you'll help to identify opportunities, generate new leads and set on-site meetings.
This position plays a critical role in the strategic plan and growth strategy by net-working with businesses that are within a 5-10-mile radius of each of our 11 branches. You'll develop productive relationships with key decision makers and set meetings where Orange County's Federal Credit Union can market financial services and products to employees of the employer groups.
As our Business Development Coordinator, you will:
Champion the Credit Union difference by serving as a liaison between OCFCU and local businesses.
Build and expand partnerships-identifying new relationships and nurturing existing ones to ultimately increase memberships.
Securing meetings with top level decision makers. Plan, schedule, and support onsite visits with companies and organizations to promote OCFCU offerings and present the value of credit union collaboration.
Support the Director of Corporate Business Development with performance tracking, event planning, budget monitoring, and partner relationship management.
Partner closely with branch leaders and employees-sharing insights, supporting cross-functional initiatives, and contributing to membership and financial growth goals.
You'll thrive in this role if you:
Excel at opening doors with new business partners. We'll provide the compelling reasons for them to partner with OCFCU!
Enjoy relationship-building and representing an organization with pride and professionalism.
Are energized by community engagement, on-site meetings with business decision makers, and connecting with diverse audiences.
Bring a mix of creativity, organization, and strategic thinking. Excel at communication, marketing, and collaboration across teams, departments, and partner organizations. Such as public speaking in front of both small and large groups, creating dynamic PowerPoint presentations, and leveraging social media.
Requirements:
Two plus years of experience in business development, sales, or related experience.
Experience conducting outbound sales calls to business decision makers. These calls will be made by leveraging all communication channels; phone calls, emails, LinkedIn messages, video conferencing, in-person visits, etc.
Proficient in Microsoft Software Applications (Word, PowerPoint, Excel) and CRM systems.
Strong presentation and public speaking skills with the ability to connect with current and potential members.
Strong time management, organizational, and prioritization skills with the ability to balance multiple priorities simultaneously and pivot with the needs of the business.
Reliable transportation to travel a 5-10-mile radius of each of our 11 branches and occasionally further for special events.
Flexible working availability. Majority of the shifts will be Monday - Friday, traditional office hours with occasional evenings and weekends.
This position is currently hybrid-eligible, with the expectation of three days pre-assigned on-site attendance. This role requires California residency and living within a 50-mile commute of our headquarters in Santa Ana.
What do we offer?
The targeted hourly rate range is $26.00 - 33.00. Final offer will be determined based on experience, education, training/certifications and specialized skills.
Anthem HMO/PPO, Delta Dental, and Unum options - from day one!
401(k) with up to 6% employer matching dollar for dollar!
Annual discretionary bonus & performance merit increases
Educational grants up to $1,000
13 vacation days/year (increases with tenure)
7 sick days/year PLUS paid holidays
Orange County's Federal Credit Union is an Equal Opportunity Employer. Pre-employment screenings, including background and credit checks, are required.
$26-33 hourly Auto-Apply 11d 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
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 2d ago
Manager Branch Experience (Upland, CA)
Arrowhead Credit Union 3.6
Upland, 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
$88.9k-133.3k yearly 33d ago
Staff Accountant
Orange County's Credit Union 4.3
Santa Ana, CA job
Join Our Team as a Staff Accountant After completing four months of successful performance, employees become eligible for a hybrid schedule, which requires in-office attendance three days per week at our Santa Ana, CA headquarters.
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 2025 and 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.
Are you a detail-oriented accounting professional who thrives on accuracy, collaboration, and continuous improvement? If you're looking to grow your career in a stable, purpose-driven environment, this Staff Accountant role offers meaningful work, professional development, and the opportunity to contribute to the financial integrity of a credit union serving its members and community.
What You'll Do
As a Staff Accountant, you'll perform a variety of core accounting functions while supporting monthly, quarterly, and annual financial close processes. Working under general supervision, you'll ensure accuracy, compliance, and timeliness across accounting operations in accordance with GAAP and NCUA regulations.
Key responsibilities include:
Perform high-volume, complex daily, weekly, and monthly general ledger reconciliations, including bank, loan, deposit, and suspense accounts, with timely resolution of outstanding items
Support month-end and year-end close processes, including accounting accruals
Assist with internal and external audits, preparing documentation and supporting GAAP compliance
Support preparation of NCUA 5300 Call Report schedules
Conduct general ledger account analysis and variance analysis as requested
Post and reconcile purchase loan participation remittances from third-party servicers
Prepare and process wire transfers for credit union operations
Assist in maintaining and improving accounting procedures, identifying opportunities for process enhancements and cost efficiencies
Communicate effectively with internal departments and branches to respond to accounting inquiries
Support the Accounting Manager and Controller and assist with special projects as assigned
What We're Looking For
Degree in accounting, finance, or a related field.
Three to five years of relevant experience in accounting, preferably in a financial institution, ideally a credit union, which would provide a thorough knowledge of financial institution accounting processes.
Solid foundation in accounting principles and GAAP
Experience with reconciliations and general ledger accounting
Strong attention to detail and ability to manage multiple deadlines
Clear, professional communication skills
A collaborative mindset and commitment to accuracy and continuous improvement
Available Monday - Friday 7:30am - 4:30pm
Why You'll Love Working Here:
Final offers based on qualifications, experience, and internal equity. The hourly pay range for the Staff Accountant role is $26.75 - 31.00.
Comprehensive Benefits:
Anthem HMO/PPO, Delta Dental, and Unum options - from day one!
401(k) with up to 6% employer contribution!
Annual discretionary bonus & performance merit increases
Educational grants up to $1,000
13 vacation days/year (increases with tenure)
7 sick days/year + paid holidays
Orange County's Federal Credit Union is an Equal Opportunity Employer. Pre-employment screenings, including background and credit checks, are required.
$26.8-31 hourly Auto-Apply 20d ago
Senior Automation Developer
Orange County's Credit Union 4.3
Santa Ana, CA job
Exciting Opportunity at Orange County's Federal Credit Union
Senior Automation Developer
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 include:
Anthem HMO/PPO, Delta Dental, Unum options - from day one
Life insurance at no cost to employees.
401(k) - We match up to 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 limited direction, the Senior Automation Developer will design and build modern automations across multiple platforms, connect on-prem systems with cloud services, and start to embed AI/agentic capabilities into how we work.
This role will be responsible for taking manual, error-prone processes and turning them into secure, resilient, and observable automations using a mix of tools: RPA, low-code/no-code automation, iPaaS, APIs, and cloud functions (e.g., AWS Lambda, Azure Functions, GCP Cloud Functions). Experience integrating LLM / AI agents into workflows is a major plus.
This role is hands-on, but also highly collaborative and will partner with business stakeholders, architects, security, and data teams to prioritize opportunities, implement solutions, and establish automation standards and best practices.
ESSENTIAL FUNCTIONS:
Automation Design & Development
Works with business stakeholders to identify, qualify, and prioritize automation opportunities across the organization.
Designs and implements end-to-end workflows using multiple automation platforms (e.g., Microsoft Power Automate / Power Platform, UiPath, Automation Anywhere, n8n, Make/Zapier, ServiceNow, or similar).
Builds and deploys cloud-based automations using services such as AWS Lambda, Azure Functions, GCP Cloud Functions, event buses, and queues.
Develops integrations using REST/JSON APIs, webhooks, and message queues to connect core systems (e.g., core banking, digital banking, LOS, CRM, HR, and other SaaS platforms).
Implements robust error handling, retries, logging, and monitoring to ensure automations are reliable and supportable in production.
AI & Intelligent Automation
Experiments with and, where appropriate, implements AI-powered automations (e.g., LLM-based agents that classify requests, summarize data, draft responses, or orchestrate next steps).
Integrates AI/LLM services (e.g., Azure OpenAI, OpenAI, AWS Bedrock, or similar) into existing workflows to improve accuracy, speed, or member/employee experience.
Help define guardrails and patterns for the safe and compliant use of AI within automation workflows (prompt design, redaction, input/output validation).
Engineering Excellence & Governance
Owns the full automation lifecycle: discovery, design, development, testing, deployment, documentation, and support.
Maintains source control, branching, and deployment pipelines (e.g., Git, Azure DevOps, GitHub Actions, or similar) for automation assets and related code.
Defines and upholds standards, reusable components, and best practices for automation design, naming, security, and observability.
Partners closely with Information Security, Risk, and Compliance to ensure automations meet security, privacy, audit, and regulatory requirements.
Works with operations and help desk teams to transition automations into steady-state support, including runbooks, alerts, and SLAs.
Collaboration & Stakeholder Management
Translates business problems into clear technical requirements and solution designs that balance speed, maintainability, and risk.
Facilitate workshops and process walkthroughs to map current-state workflows and design future-state automations.
Communicates progress, risks, and outcomes clearly to technical and non-technical audiences, including leadership.
Mentor's junior developers and power users; it helps build an automation-minded culture across the organization.
QUALIFICATIONS:
Experience / Training / Education:
5+ years of hands-on experience in automation / integration development (RPA, low-code, or iPaaS), including designing and deploying production workflows.
Bachelor's degree in Computer Science, Information Systems, Engineering, or equivalent practical experience.
Professional experience with at least two of the following categories of tools:
RPA platforms (e.g., UiPath, Automation Anywhere, Blue Prism, Power Automate Desktop)
Low-code / workflow automation (e.g., Power Automate, ServiceNow, Salesforce Flow, Nintex)
iPaaS / orchestration (e.g., MuleSoft, Boomi, n8n, Make, Zapier)
Strong experience building cloud-native integrations and automations using:
Cloud functions (AWS Lambda, Azure Functions, or GCP Cloud Functions)
REST APIs, OAuth2/OIDC, webhooks, and JSON
Basic cloud services (e.g., storage, queues, event buses, secrets management).
Experience working with relational databases and SQL for querying and transforming data.
Experience using Git or similar version control and comfort working in a CI/CD environment.
Experience integrating LLM / AI services (e.g., Azure OpenAI, OpenAI, AWS Bedrock, Gemini, etc.) into applications or automations preferred.
Prior work in financial services, banking, or highly regulated environments, with exposure to audit, risk, and compliance requirements preferred.
Hands-on experience with monitoring and observability tools preferred (e.g., Dynatrace, AppInsights, CloudWatch/Cloud Logging, custom dashboards).
Exposure to process mining / task mining tools and techniques to identify automation candidates and measure impact preferred.
Experience establishing or contributing to a Center of Excellence (CoE) for automation/intelligent automation preferred.
Certifications in relevant platforms (e.g., UiPath, Power Platform, AWS/Azure/GCP, ServiceNow) are a plus.
Knowledge / Skills / Abilities:
Solid programming/scripting capability in at least one language (e.g., Python, JavaScript/TypeScript, C#, or Java).
Demonstrated ability to analyze processes, design future-state workflows, and document solutions clearly.
Familiarity with secure coding and automation practices, including credentials management, privilege, and data protection.
Systems thinking sees across applications, data, and teams; designs automations that work in the real world, not just in isolation.
Bias for action: comfortable iterating and delivering value quickly while managing risk appropriately.
Communication: can explain complex technical concepts in plain language and build trust with stakeholders.
Ownership & accountability treats automations as products, not projects-cares about reliability, usability, and long-term maintainability.
Continuous learning: stays current on new automation platforms, cloud patterns, and AI capabilities and knows when (and when not) to apply them.
Ability to speak and hear to give and receive instructions and information to others in person and over the telephone. Other language skills are helpful.
Ability to accurately perform mathematical calculations.
Ability to create and maintain accurate reliable records.
Requires good memory, knowledge retention skills and ability to multi-task, prioritize projects and duties effectively.
Requires excellent follow-through skills, member relations skills, and sound business judgment.
Ability to interface with others in a positive and professional manner.
Goal-oriented with a desire to work in a fast-paced and result-driven environment.
Demonstrates ability to work independently and be self-directed when necessary as well as the ability to work and accomplish goals in a team environment.
This position is currently hybrid-eligible, with the expectation of three days pre-assigned on-site attendance. This role requires California residency and living within a 50-mile commute of our headquarters in Santa Ana.
The targeted hourly range is $41.00 per hour to $51.00 per hour. Final offer will be determined based on experience, education, training/certifications and specialized skills.
We perform thorough background checks and credit checks. EOE
$41-51 hourly Auto-Apply 19d ago
Member Service Representative (Full-Time) - Rancho del Oro
Navy Federal Credit Union 4.7
Oceanside, CA job
To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role.
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.
Responsibilities
Provide basic counseling on available products and services to meet member needs
Assist members with opening and maintaining deposit accounts, loans, and other financial products
Research and resolve basic account discrepancies and service requests
Identify opportunities to cross-service products and enhance member relationships through education
Understand and comply with all relevant federal and institutional regulations related to financial products and services
Support team members by sharing knowledge and best practices as experience grows
Ensure cash and other negotiable instruments are handled properly and securely
Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
Perform other duties as assigned
Qualifications
Experience in building effective relationships through rapport, trust, diplomacy, and tact
Effective research, analytical, and problem-solving skills
Experience working independently and in a team environment
Experience maintaining composure in a high-production and changing environment
Experience navigating multiple systems efficiently and adapt to evolving technologies
Effective skill exercising sound judgment and make informed decisions
Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
Effective verbal and written communication skills to engage with members and colleagues
Desired Qualifications:
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Hours: Available Monday - Saturday, hours based on business needs.
Location: 4180 Avenida de La Plata, Oceanside, California 92056
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
*Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at .
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.
$34k-43k yearly est. 3d ago
Personal Banker - Anaheim
Orange County's Credit Union 4.3
Anaheim, CA job
At Orange County's Federal Credit Union, we believe in creating a workplace where every voice matters. We are proud recipients of the Peter Barron Stark award for highest associate satisfaction, a testament to our commitment to workplace excellence. With over 85 years of experience, $2.5+ billion in assets, and 140,000+ members, we're not just a financial service provider-we're a community that puts people first.
Join a professional, welcoming, and collaborative environment where your contributions are recognized and celebrated. At Orange County's Federal Credit Union, we don't just hire employees; we build a team dedicated to excellence in member service.
Your Role: As a Member Service Representative (Personal Banker), you'll be the face of our credit union, providing a range of services that go beyond basic transactions.
Handle teller transactions, open new accounts, refer consumer loan applications, and other services 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, 2+ years recent of teller and opening new accounts experience is required.
Sales & Communication Skills: 2+ years experience cross-selling and referring financial 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.
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. 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. Will also have expertise in the following; teller transactions, opening new accounts, AND experience with consumer loans and other complex banking services)
Senior Branch Rep. I - II: $24.50 - $25.50 (requires minimum three years recent universal banker experience as described above PLUS recent experience handling escalated issues, and helping with various senior level responsibilities)
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 an employer match up to 6%.
Work-Life Balance: 13 days of vacation and seven (7) sick days annually and paid holidays.
Recognition & Growth: Annual merit increases, discretionary and referral bonuses, as well as educational grants up to $1,000 per year.
Orange County's Federal Credit Union is an Equal Opportunity Employer. Pre-employment screenings, including background and credit checks, are required.
$35k-41k yearly est. Auto-Apply 11d ago
Regulatory Compliance and BSA Supervisor
Orange County's Federal Credit Union 4.3
Santa Ana, CA job
Job Description
Exciting Opportunity at Orange County's Federal Credit Union
Regulatory Compliance and BSA Supervisor
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 include:
Anthem HMO/PPO, Delta Dental, Unum options - from day one
Life insurance at no cost to employees.
401(k) - We match up to 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 Compliance and BSA Supervisor supports the development, implementation, and maintenance of the Credit Union's Compliance and Bank Secrecy Act (BSA)/Anti-Money Laundering (AML)/Office of Foreign Asset Control (OFAC) programs. This role ensures day-to-day compliance operations are executed effectively, supervises compliance and BSA staff, and assists in monitoring regulatory changes, conducting reviews, and preparing reports for management. This role additionally functions as a secondary support for fraud prevention operations.
ESSENTIAL FUNCTIONS:
Perform written performance evaluations of Compliance and BSA associates; evaluates work performance and regularly schedules reviews, recommend promotions, salary increases, and corrective action. Assist associates for growth potential through coaching, development planning, and training.
Assists in key projects that drive internal and external process changes.
Supervise daily operations of the Compliance and BSA/AML/OFAC programs. Serve as a working supervisor, performing all duties and tasks in a backup capacity. Relying on extensive experience and judgment to plan and accomplish goals; includes effective delegation to the associates.
Assign duties and work schedules to ensure efficiency and proper coverage.
Act as the escalation point of contact for Compliance and BSA issues, problems, and questions directly related to compliance and BSA. Assist members and staff with resolving difficult or complex issues with quick turnaround and accuracy.
Perform routine service observations and provide feedback to staff members and update the department manager.
Manage the department's presence in the intranet, On-Line Tools, and credit union website to ensure accuracy and relevance.
Regularly communicate with front line associates and other departments about compliance and BSA procedures, changes or other kinds of relevant updates as this information allows them to serve the members better when they understand what they are and why.
Monitor and review member transactions for suspicious activity and ensure timely filing of Suspicious Activity Reports (SARs).
Assist in the development and maintenance of compliance policies, procedures, and risk assessments.
Review disclosures, forms, marketing materials, and website content for regulatory compliance.
Conduct internal compliance reviews and quality control; identify issues and recommend corrective actions.
Maintain awareness of regulatory changes and assist in implementing necessary updates.
Prepare and submit periodic reports to senior management and committees.
Support vendor management activities related to compliance tools and services.
Collaborate with auditors, examiners, and legal counsel during reviews and examinations.
Promote a culture of compliance and risk awareness across the organization.
Serve as secondary support for fraud prevention operations, which includes but is not limited to, reviewing reports, systems and correlating data to identify potentially fraudulent transactions, emerging threats and placing appropriate account restrictions or other to ensure the Credit Union's loss is minimized.
Foster a collaborative and respectful team environment aligned with the Credit Union's values.
Conducts special studies, collects a variety of data and information, analyzes and summarizes such information, makes recommendations and provides statistical reports.
Acts as credit union liaison with members to respond and remedy issues (including contacting members to confirm the legitimacy of high-risk transactions); works cooperatively with other credit union departments to correct undesirable account conditions and assists in finding timely solutions to problems.
Protects the confidentiality of all financial data relating to Credit Union operations and its members.
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.
Exhibits the
Leaders at All Levels
concept of
Leading Yourself, Leading Up, leading across Teams, and Leading the Team.
Possesses strong knowledge of, and complies with, Regulations/Acts related to job functions, including but not limited to Bank Secrecy Act/Anti-Money Laundering/Countering the Financing of Terrorism/USA Patriot Act/Customer Identification Program/Office of Foreign Assets Control Policy, Regulations E, CC, GG, and V; the FCRA, FACT Act, NACHA and vendor Operating Rules.
Specialization in credit union regulatory compliance and bank fraud prevention, detection, deterrence, and investigations.
Strong understanding of financial transactions.
Effectively conveys information. Communicate with immediate supervisor and the team keep others advised of progress and/or situations.
Complies with all Orange County's Federal Credit Union policies, service standards, safety standards, procedural guidelines, and regulatory compliance, and completes all assigned training.
LEADERSHIP:
Undertakes continuous self-development of both functional and leadership skills. Focus and evidence of development in the following:
Thinks strategically
Execute for results
Leads talent
Develops personal proficiencies
Fosters a shared equity of power
Is self-regulating and has strong impulse control
Exercises emotional intelligence
Facilitates, not controls
Inspires commitment
Exhibits business financial acumen
QUALIFICATIONS:
Experience/ Training/ Education:
College degree in business, management or finance; or equivalent preferred.
More than five years' experience within Compliance, Risk Analysis and Risk Management tools required.
Minimum three years of supervisory experience.
BSA/OFAC/AML Certifications such as CAMS (Certified Anti-money Laundering Specialist) required.
Strong knowledge of Verafin and Symitar Systems preferred.
Knowledge/ Skills/ Abilities:
Strong investigative and analytics skills.
Knowledge of financial Institutions anti-fraud processes and experience.
Knowledge of credit union applicable rules and regulations, policies, and procedures.
Excellent communication/influence skills both verbally and in writing and excellent
telephone manner, with strong presentation skills to be able to produce reports,
conduct presentations and group facilitations.
Must have personal computer skills and be proficient with Microsoft programs at an
intermediate skill level.
This position is currently hybrid-eligible, with the expectation of three days pre-assigned on-site attendance. This role requires California residency and living within a 50-mile commute of our headquarters in Santa Ana.
The targeted annual salary range is $83,530.00 to $105,000.00. Final offer will be determined based on experience, education, training/certifications and specialized skills.
We perform thorough background checks and credit checks. EOE
$83.5k-105k yearly 13d ago
Collections Assistant Manager
Orange County's Credit Union 4.3
Santa Ana, CA job
This is a 100% in-office role reporting to our headquarters in Santa Ana, CA.
Are you a passionate leader who thrives in a dynamic, people-focused environment? Do you believe in coaching with heart, mentoring with purpose, and driving performance through empowerment? Apply today and help us build brighter financial futures - one member at a time.
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 2025 and 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.
We're looking for a Collections Assistant Manager who brings energy, empathy, and excellence to every interaction. This is your opportunity to make a meaningful impact by supporting our members through life's financial challenges while leading a high-performing team to success.
Lead with Purpose
Partner with the Loan Servicing Manager to guide daily operations of the Collections Department.
Coach, mentor, and inspire Supervisors, Team Leads, and Collectors to deliver exceptional service and results.
Drive Operational Excellence
Manage collections strategies to reduce delinquency, improve recovery, and retain members.
Identify and implement process improvements that streamline workflows and elevate member outcomes.
Support Our Members & Associates
De-escalate complex member situations with empathy and professionalism.
Ensure staff confidently explain hardship programs, repayment options, and debt protection products.
Provide expert guidance on real estate loan loss mitigation, including forbearance and loan modifications.
Strategic Planning & Reporting
Assist in annual planning, goal setting, and departmental roadmap development.
Prepare insightful reports for senior leadership and compliance reviews.
Ensure Compliance & Manage Risk
Stay current on FDCPA, TCPA, UDAAP, Bankruptcy laws, and more.
Update policies and procedures to reflect regulatory changes.
Support foreclosure proceedings and maintain business continuity practices.
What You Bring:
Three to five years relevant collection and recovery experience in a financial institution. Experience in customer relations, problem resolution and error correction.
Two years of supervisory, employee performance management experience.
Knowledge of the Fair Debt Collections Practices Act, Reg B and Reg Z, bankruptcy procedures, delinquency activities and financial counseling.
Able to manage and execute multiple complex projects within required timelines and expectations.
Why You'll Love Working Here:
Final offers based on qualifications, experience, and internal equity. The range for the Collections Assistant Manager role is $81,000 - $90,000 annually .
Comprehensive Benefits:
Anthem HMO/PPO, Delta Dental, and Unum options - from day one!
401(k) with up to 6% employer contribution!
Annual discretionary bonus & performance merit increases
Educational grants up to $1,000
13 vacation days/year (increases with tenure)
7 sick days/year + paid holidays
Orange County's Federal Credit Union is an Equal Opportunity Employer. Pre-employment screenings, including background and credit checks, are required.
$81k-90k yearly Auto-Apply 8d ago
Enterprise Architect
Orange County's Credit Union 4.3
Santa Ana, CA job
Exciting Opportunity at Orange County's Federal Credit Union
Enterprise Architect
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 Credit Union is currently $2+ billion in assets & growing.
Generous benefits include:
Anthem HMO/PPO, Delta Dental, Unum options - from day one
Life insurance at no cost to employees.
401(k) - We match up to 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 minimal direction, the Enterprise Architect is responsible for designing cloud-native solutions, deconstructing our legacy architecture, and defining clear, executable roadmaps to modernize OCFCU's technology platforms.
This role will work across core banking (Symitar/Episys), digital banking (e.g., Lumin), lending & payments, data & analytics, and integration platforms to move OCFCU from tightly coupled legacy systems to modern, scalable, secure, and observable architectures. This includes leveraging cloud services, APIs, event-driven patterns, and AI/LLM capabilities where they make sense, and ensuring everything is properly documented and ready for handoff to Operations.
This role will spend a significant portion of time embedded with teams reviewing designs, building reference implementations, prototyping, and helping teams ship better systems that can be operated reliably by OCFCU's Infrastructure and Operations teams.
ESSENTIAL FUNCTIONS:
1. Enterprise & Solution Architecture (Hands-On)
Designs target-state architecture for key OCFCU domains including:
Core banking & surrounding ecosystem (Symitar, Jack Henry integrations, payments, statements, ancillary services).
Digital banking channels (online, mobile, APIs, third-party fintech integrations).
Lending, onboarding, and back-office platforms.
Creates end-to-end solution designs: context diagrams, sequence/flow diagrams, APIs, data models, non-functional requirements (NFRs), and security patterns.
Develop reference architecture for:
Cloud-native services (e.g., Azure/AWS), APIs, and integration layers.
Event-driven workflows (e.g., member activity, transactions, alerts, service).
Builds and maintains a living architecture blueprint and application portfolio for OCFCU, including current state, target state, and interim milestones that align with the technology roadmap.
2. Legacy Decomposition & Modernization
Deep-dives into OCFCU's existing legacy and vendor platforms: Symitar customizations, batch jobs, flat-file/EDI interfaces, on-prem services, and custom applications.
Documents current-state architectures, dependencies, data flows, and technical debt in a form usable by engineers, operations, and leadership.
Defines pragmatic modernization strategies, such as:
Encapsulating legacy systems via APIs.
Strangler patterns to incrementally replace monolithic functionality.
Re-platforming or re-architecting high-risk/high-value components.
Prioritizes modernization efforts in partnership with the CIO, VP-level leaders, and business/product owners based on member impact, operational risk, and business value .
Works closely with delivery teams to execute modernization iteratively, favoring measurable wins over “big bang” cutovers.
3. Cloud-Native & AI/LLM Patterns for Financial Services
Designs solutions that leverage cloud platforms (e.g., Azure/AWS) with a focus on:
Security and regulatory compliance (NCUA, FFIEC, GLBA).
Resiliency, performance, and cost optimization.
Observability (logging, metrics, tracing, dashboards).
Defines patterns for:
Containerization and/or serverless workloads.
API gateways, integration hubs, and secure connectivity to Symitar and other vendors.
Messaging/event-driven architectures (e.g., for real-time alerts, fraud signals, member interactions).
Establishes reference patterns for integrating AI/LLM capabilities into OCFCU workflows and member experiences, such as:
Intelligent document processing (KYC, loan docs, servicing).
AI-powered member support, agent assist, and knowledge retrieval.
Analytics and decisioning enhancements (working with Data & Analytics teams).
Partners with InfoSec and Risk to ensure AI use follows appropriate governance, privacy, and model/data protection practices.
4. Technical Leadership, Delivery Support & Handoff to Operations
Embeds with OCFCU project teams and squads on critical initiatives as the lead architect, participating in design sessions, code/design reviews, and troubleshooting.
Builds prototypes and reference implementations that:
Demonstrate new patterns (e.g., new API gateway patterns, event bus usage, AI integration).
De-risk complex integrations between core, digital banking, and external fintech partners.
Provides hands-on guidance on API design, domain modeling (including domain-driven design where appropriate), data flows, and integration strategies around Symitar and other key platforms.
Helps teams make thoughtful tradeoffs between the “ideal” architecture and practical delivery constraints, always ensuring a clear path toward the target state.
Ensure solutions are fully prepared for handoff to Operations , including:
Up-to-date architecture diagrams and system overviews.
Runbooks, support models, and escalation paths.
Defined SLOs/SLAs and capacity/performance expectations.
Clear ownership boundaries between Application, Infrastructure, Security, and vendor teams.
Collaborates closely with Infrastructure, Operations, and Service Desk teams to confirm monitoring, alerting, backup, and recovery procedures are in place before go-live.
5. Architecture Standards, Governance & Documentation
Defines lightweight architecture principles and standards tailored to a credit union environment , focusing on member experience, security, resilience, and simplicity.
Participates in or leads architecture/design reviews for major OCFCU initiatives, evaluating risk, reusability, and alignment with OCFCU's target architecture.
Maintains clear, concise architectural documentation (diagrams, architecture decision records, standards) that engineers, operations, and auditors can rely on.
Partners with InfoSec, Risk, and Compliance to ensure that architecture support OCFCU's obligations around data protection, business continuity, vendor management, and incident response.
6. Stakeholder Collaboration & Communication
Translates complex technical topics into clear, non-technical language for OCFCU leadership, risk committees, and business partners-highlighting options, tradeoffs, and risks.
Partners with leaders in Digital Banking, Core & Operations, Lending, Member Experience, and Data & Analytics to ensure architectures support their strategies and roadmaps.
Contributes to OCFCU's multi-year technology roadmap, including:
Core & digital modernization.
Data & analytics platform evolution.
Integration and automation capabilities.
Mentors' senior engineers and technical leads in good architecture practices and patterns, helping to raise the architectural maturity across the organization.
OTHER DUTIES:
The preceding functions have been provided as examples of the types of work performed by associates assigned to this job classification. Credit Union Management reserves the right to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified associates can perform the essential functions of the job.
Performs other work-related duties as assigned.
This position is currently hybrid-eligible, with the expectation of three days pre-assigned on-site attendance. This role requires California residency and living within a 50-mile commute of our headquarters.
May be a disaster recovery team member or take directives from a disaster team recovery member.
QUALIFICATIONS:
Experience / Training / Education:
8+ years of experience in software engineering and architecture roles, with substantial hands-on design and implementation work.
Education: Computer Science degree preferred.
Demonstrated experience designing and delivering cloud-native solutions on a major cloud platform (Azure and/or AWS), including:
APIs and microservices.
Containerization and/or serverless.
Messaging/event-driven architectures.
Observability and reliability patterns.
Proven experience decomposing legacy or vendor-centric environments and delivering stepwise modernization in production (e.g., core banking, digital banking, or similar transactional systems).
Practical exposure to AI/ML/LLM-enabled solutions, such as integrating cloud AI services, building AI-backed features, or partnering with data science/analytics teams.
Experience producing operational documentation (runbooks, support models, monitoring/alerting requirements) that enables effective, stable handoffs to Operations.
Experience in financial services preferred, particularly banking or credit unions, with familiarity around NCUA, FFIEC, GLBA, and vendor risk considerations.
Experience with CI/CD and DevOps practices (Infrastructure as Code, automated testing, deployment pipelines), data platforms (data warehouse/lake, analytics, BI), and API management platforms and/or service meshes preferred.
Prior participation in or ownership of enterprise architecture practices preferred (road mapping, standards, reference architecture) even without direct people management.
Knowledge / Skills / Abilities:
Solid understanding of modern integration patterns: REST/GraphQL APIs, batch/EDI, messaging/streaming, and iPaaS/integration platforms.
Strong grasp of security-by-design and compliance expectations for financial institutions, including:
Authentication/authorization, secrets management, encryption, and secure connectivity.
Auditability and logging practices are suitable for regulatory examinations.
Comfortable reading and reviewing code in at least one modern language (e.g., C#, Java, Python, or TypeScript/Node.js).
Excellent communication and collaboration skills with the ability to work across technology, risk, and business teams.
Familiarity with core banking and digital banking platforms preferred (e.g., Symitar, Jack Henry ecosystem, digital banking providers, lending platforms).
Ability to speak and hear to give and receive instructions and information to others in person and over the telephone. Other language skills are helpful.
Ability to accurately perform mathematical calculations.
Ability to create and maintain accurate reliable records.
Requires good memory, knowledge retention skills and ability to multi-task, prioritize projects and duties effectively.
Requires excellent follow-through skills, member relations skills, and sound business judgment.
Ability to interface with others in a positive and professional manner.
Goal-oriented with a desire to work in a fast-paced and results-driven environment.
Demonstrates ability to work independently and be self-directed when necessary as well as the ability to work and accomplish goals in a team environment.
This position is currently hybrid-eligible, with the expectation of three days pre-assigned on-site attendance. This role requires California residency and living within a 50-mile commute of our headquarters in Santa Ana.
The targeted annual salary range is $146,340.00 to $182,920.00. Final offer will be determined based on experience, education, training/certifications and specialized skills.
We perform thorough background checks and credit checks. EOE
$146.3k-182.9k yearly Auto-Apply 19d ago
Marketing Data Analyst
Orange County's Credit Union 4.3
Santa Ana, CA job
Exciting Opportunity at Orange County's Federal Credit Union
Local So. CA. applicants preferred (Orange County)
The targeted hourly rate range is $26.74 per hour to $33.42 per hour. Final offer will be determined based on experience, education, training/certifications and specialized skills.
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 include:
Anthem Vivity HMO & Delta Care USA Dental - Orange County's Federal Credit Union (OCFCU) covers 100% of the associates' monthly premium
Life insurance at no cost to employees.
401(k) - OCCU automatically contributes 3% of the employee's earnings PLUS matches up to 5% 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 rolls over year to year
Paid Holidays - 11 days per year plus 3 partial days
Annual performance merit increases
Professional and personal development programs, including educational grants up to $2k 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 direction and supervision, this role bridges business strategy and data, delivering insights that drive member acquisition, retention, engagement, and growth. The ideal candidate is detail-oriented, collaborative, and skilled in turning complex data into actionable business recommendations.
ESSENTIAL FUNCTIONS:
Partner with Marketing, Product, and Analytics teams to align business strategy with actionable data insights.
Analyze member behavior, product performance, and digital channel effectiveness to identify growth opportunities.
Build segmentation models, predictive analytics, and attribution frameworks to measure ROI and member lifetime value (LTV).
Deliver clear reporting and dashboards using SQL Server, Power BI, Excel, and Looker.
Leverage familiarity with Microsoft Azure services to support data analysis and reporting.
Conduct market and competitive research, focusing on financial services and Fintech trends.
Provide insights to support digital product launches, campaign measurement, and member engagement strategies.
Collaborate with IT, Data Engineering, and Compliance teams to ensure data integrity, governance, and regulatory compliance.
Present actionable insights and recommendations to executives and business stakeholder.
QUALIFICATIONS - Education & Experience:
Bachelor's degree in business Analytics, Statistics, Economics, Computer Science, or related field.
3+ years of analytics or business analyst experience in financial services, banking, credit unions, or Fintech.
Strong hands-on experience with SQL Server, Power BI, Excel, and Looker.
Familiarity with Microsoft Azure services.
Experience with Tableau and Python a plus.
Familiarity with compliance and regulatory requirements (e.g., Reg Z, UDAAP, GLBA, data privacy standards).
Experience working in an Agile or fast-paced tech environment .
Experience with Google Analytics and Google Tag Manager (GTM) a strong plus.
Skills & Abilities
Strong understanding of digital marketing analytics, funnel analysis, attribution models, and LTV.
Ability to translate business requirements into actionable data insights.
Excellent communication and presentation skills for both technical and non-technical stakeholders
Organized, detail-oriented, and skilled at managing time-sensitive projects.
We perform thorough background and credit check. EOE
$26.7-33.4 hourly Auto-Apply 12d ago
Teller - Irvine
Orange County's Credit Union 4.3
Irvine, CA job
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.
$32k-39k yearly est. Auto-Apply 3d ago
Facilities & Security Manager
Orange County's Credit Union 4.3
Santa Ana, CA job
Exciting Opportunity at Orange County's Federal Credit Union
Facilities and Security Manager
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 include:
Anthem HMO/PPO, Delta Dental, Unum options - from day one
Life insurance at no cost to employees.
401(k) - We match up to 6% of the employee's contribution (dollar for dollar)
Vacation hours - 18 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 minimal direction, the Facilities & Security Manager oversees the maintenance, security, and operational readiness of Orange County's Federal Credit Union's facilities portfolio. The role ensures a safe, functional, compliant, and member-ready environment across all sites, enabling associates to provide excellent service to Members.
This leader manages a team of Facilities Coordinators and Facilities Associates, oversees vendor relationships, ensures building systems operate reliably, and maintains physical security standards consistent with credit union regulatory and safety requirements. The Manager also partners closely with Real Estate, Information Security, Business Continuity, PMO, and branch leadership to support lease administration, new site construction, branch remodels, relocations, and strategic growth initiatives.
ESSENTIAL FUNCTIONS:
Manages the maintenance, repair, and ongoing operations of the owned headquarters and all leased branch locations.
Conducts routine facility inspections; identifies and resolves issues proactively.
Overseas preventative maintenance programs for HVAC, electrical, plumbing, roofing, elevators, lighting, alarms, security cameras and other building systems.
Provides leadership and direction to the staff in the day-to-day operations of the department to ensure goals and objectives are met.
Evaluates proposals and bids for various design and contract and service vendors in accordance with Credit Union policies, verifying their qualifications, capabilities, and reputation.
Responsible for the source selection, bidding, follow-up, receiving, inspection, analysis, disbursement, and inventory control of all operations conducted as they relate to purchasing, receiving, warehousing, and distributing products and services for the credit union.
Oversee all physical security systems including alarms, access control, badge systems, surveillance cameras, intrusion detection, and branch security protocols.
Assists in the maintenance of enterprise-wide security system that partners with outside vendors and internal IT teams to meet organization, law enforcement, and Associate requirements.
Coordinates with Information Security and Fraud teams on incident response, camera footage retrieval, and physical access reviews.
Assists in the development of the annual budget and strategic plan.
Assists in the development of the multi-year facility lifecycle plans, identifying major system replacements and long-term facility needs.
Monitors all lease renewals, expirations, critical dates, and notice timelines.
Assists with lease negotiations, landlord coordination, site evaluations, and tenant improvement projects.
Ensures facilities' Associates are adequately trained to perform their responsibilities and adhere to facilities and building services policies and procedures.
Selects, hires, develops, motivates and coaches associates to achieve credit union and Department goals and objectives; includes cross training of associates.
Evaluates work performance of associates through timely and regularly scheduled reviews; recommends promotions, salary adjustments and conducts corrective actions, including terminations, as needed; and effectively handles other associate related issues.
Develops and maintains Associate safety programs including ergonomic evaluations and employee safety committees.
Participate in Disaster Recovery planning. Oversee the management of emergency supplies, and CPR training coordination.
Keeps the AVP Facilities and Security informed of facility activities and brings solutions to significant problems.
In lieu of the AVP Facilities and Security, participates in functional committees, including the Security Committee.
LEADERSHIP:
Undertakes continuous self-development of both functional and leadership skills. Focus and evidence of development in the following:
Thinks strategically
Execute for results
Leads talent
Develops personal proficiencies
Fosters a shared equity of power
Is self-regulating and has strong impulse control
Exercises emotional intelligence
Facilitates, not controls
Inspires commitment
Exhibits business financial acumen
QUALIFICATIONS:
Experience / Training / Education:
College degree in facility management or related field, industry certifications, or equivalent work experience
Five to eight years of relevant work experience, preferably in purchasing or logistics management, facilities management, and physical security ideally in a financial institution.
Knowledge / Skills / Abilities:
Knowledge of HVAC, Electrical, Plumbing, and Building Systems.
Knowledge of physical security systems (alarms, access control, surveillance, badge systems).
Understanding of California building codes, ADA requirements, and basic permitting.
Must possess the ability to exercise self-awareness, self-regulation, motivation and inspiration, empathy, and be service-oriented, utilizing influence in a positive manner.
Knowledge of software that is used to create and maintain reports, logs, space & asset planning, and web research.
Effective communication skills both verbally and in writing and excellent telephone manner.
Ability to interface with others in a positive and professional manner.
Demonstrates ability to work independently and be self-directed when necessary as well as the ability to work and accomplish goals in a team environment.
This position is currently hybrid-eligible, with the expectation of three days pre-assigned on-site attendance. This role requires California residency and living within a 50-mile commute of our headquarters in Santa Ana.
The targeted annual salary range is $95,100.00 to $119,000.00. Final offer will be determined based on experience, education, training/certifications and specialized skills.
We perform thorough background checks and credit checks. EOE
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 4d ago
Mortgage Loan Officer - Murrieta Area
Altura Credit Union 3.5
Altura Credit Union job in Riverside, CA
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 loan process.
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 new business.
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. 60d+ ago
Telecom Network Engineer
Schoolsfirst Fcu 4.4
Tustin, CA job
We're always looking for diverse, talented, service-oriented people to join our exceptional team.
Telecom Network Engineer
The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.
Pay Range:
$96,110.00 - $153,777.00
Scheduled Weekly Hours:
40What You'll Be DoingResponsible for effective design, administration, configuration, installation, provisioning, monitoring and troubleshooting to ensure availability, capacity and performance of Contact Center systems, is achieved. Perform assigned duties as listed in RACI model(s) and under general direction from manager. Collaborate with peers, architects, project managers, managers and business stakeholders on design, strategy and project activities.
Support SchoolsFirst's complex telecommunications infrastructure, with a focus on one or more key functional areas: Routing and Switching, Voice & Collaboration and Contact Center
Design, install and configure systems for the telecommunications infrastructure, using best practice principles
Design and implement highly available solutions, in order to minimize repair and recovery efforts from hardware or software failures
Perform tasks to ensure system availability and reliability, including daily monitoring, ongoing performance tuning and optimization, and OS and application patching
Document Standard Operating Procedures (SOPs) for current system administration, while developing innovative and automated approaches for those processes which can be improved
Troubleshoot, resolve and provide root cause analysis of complex system and user issues, independently or through coordination with 3rd party vendor support
Collaborate with team members, service stakeholders and vendors to fulfill service and enhancement requests
Manage vendor relationships by defining objectives, maintaining regular communication and establishing KPI's to assess vendor performance
Support ongoing improvements, including periodic failover and testing efforts, of disaster recovery and business continuity solutions
Forecast, recommend, and implement capacity planning
Provide after-hours maintenance and support as needed
Provide world-class end-user service and technical support
Obtain relevant certifications based on the Certification Path identified by management
Consistently strive to make improvements to our processes and technology
Participate in regularly scheduled huddles and meetings; report on individual metrics, analyze deviations, and discuss areas of improvement with the team as a whole
On call rotation supporting the production environment 24x7x365.
Additional Job Functions
Performs other duties as assigned
Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions
Qualifications
Bachelor's Degree with a technical major, such as engineering or computer science or equivalent years of experience required
5-7 years of contact center application and IP telephony experience required
GCX-GCP Genesys Cloud CX Certified Professional preferred
GCX-GCD Genesys Cloud CX Certified Developer preferred
GCX-ARC Genesys Cloud Architect Certification
GCP-GC Genesys Cloud Certified Professional
GCD-GC Genesys Cloud Certified Developer
Knowledge, Skills, and Abilities
Advanced knowledge of UC/CC applications with 4+ years of experience with applications such as: Genesys, Cisco Unified Contact Center Enterprise, Avaya, Five9, 8x8…
Advanced knowledge of IP telephony architecture with 3+ years of practical experience with SIP trunks, SBCs, Media Gateways, FXS/FXO, Codecs…
Advanced knowledge of UC/CC technologies (e.g. IVR, APIs, ACD, WFM/WFO, Omnichannel communications…)
Advanced knowledge of voip protocols (e.g., SIP/SDP, RTP/SRTP, WebRTC, MGCP…)
Intermediate knowledge of network communication as defined by TCP/IP and OSI models
Intermediate knowledge of POTS, DS1/T1, E1, DS3, OC3, FE, GigE and 10GigE.
Intermediate knowledge monitoring tools for SNMP, packet capturing and application log files
Intermediate knowledge of operating systems, servers and storage.
Intermediate knowledge of CoS and QoS designs, configurations and support.
Intermediate knowledge of audit and security best practices (CCPA, PII, PCI DSS, ISO).
Additional Knowledge, Skills, and Abilities
• Advanced knowledge of UCaaS/CCaaS, with 2+ years of practical experience with Genesys Cloud • Support ongoing designs, implementations and management of Genesys Cloud's Contact Center solution • Monitor, analyze and report on contact center performance using analytic tools for forecasting, metrics, and KPI's. • Support capacity planning, load testing and performance tuning, to ensure optimal performance of the contact center systems. • Manage cloud services vendor(s), monitoring ticket escalations, coordinating upgrades and holding them accountable to contractual SLA's and obligations. • Collaborate with cross-functional teams to ensure successful delivery of organizational projects, which require integration through Genesys Cloud APIs • Work closely with internal departments to understand their business requirements, in order to provide customized contact center solutions.
SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring
At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.
SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.
This organization participates in E-Verify.