Bay Federal Credit Union jobs - 24 jobs

EXCELLENT PAY AND BENEFITS! Be a part of one of the most successful financial institutions in the country!! Star One Credit Union is one of Silicon Valley's largest, member-owned financial institutions. Star One offers financial services to more than 129,000 members worldwide. With assets over $9 billion, Star One is ranked 19th in total assets among over 4,900 credit unions nationally. For ten years in a row, Star One has been ranked #1 by America's Credit Unions for providing the highest direct financial benefit to the members we serve. We offer AMAZING BENEFITS that help keep our employees healthy and shining bright!!! 401(k) Plan, Match, and Profit Sharing Annual Wellness Benefit Education Assistance Employee Loan Discounts Medical, Dental, and Vision (Effective date of hire) Paid Holidays Paid Time Off Program Staff Incentive Variable Pay (Bonus) Job Title: Call Center Representative Responds to member questions regarding accounts, loans, and other credit union products and services. Hours: Monday through Friday from 10:15 a.m. to 7:00 p.m. and rotating weekends 8:30 a.m. to 5:00 p.m. with a day off during the week. Scheduled off on New Year's Day, Thanksgiving and Christmas with all other holidays subject to a rotating schedule. Salary Range: $51,200 - $70,300 per year, which is base pay. Compensation will be based on candidate qualifications. Job Scope/Duties This position handles a variety of member service engagements; phone calls, chat, video calls and secured emails in a prompt, courteous and professional manner. Answers or obtains answers to member questions regarding accounts, loans and/or credit union products and services. Recognizes and offers members product or service options to best fit the member's needs. Resolves or escalates complaints through appropriate channels. Processes member requests such as funds transfers, stop payments, change of address, official check requests, order/block/replace plastic cards, check orders, check or statement copies, basic adjustments, etc. Performs other duties and assignments including administrative, special projects and supports general Call Center functions. Experience/Minimum Education Requirements Requires a minimum of two (2) years of current and relevant experience in a financial institution. Call Center or strong member telephone experience is required. Bachelor's degree in Business Administration, Accounting, Finance, or the equivalent level of education and experience. Knowledge/Skills/Abilities Must be knowledgeable of practices, regulations, procedures and standard accounting necessary to perform duties commonly found in financial institutions. Must have excellent written and verbal communication skills. Attention to detail with high rate of accuracy is required. Self-motivated, able to multi-task with the ability to work well under pressure with moderate to no supervision in a fast paced environment. Knowledgeable in Microsoft applications or ability to learn programs quickly and operate multiple software programs concurrently. Ability to provide excellent service to members and support department to help achieve department goals. MUST HAVE GOOD CREDIT. We are a proud Equal Opportunity/AAP Employer M/F/Vet/Disabled

TITLE: Business Services -Senior Loan AdministratorSTATUS: ExemptREPORT TO: SVP - Head of Business and Financial DEPARTMENT: Business ServicesJOB CODE: 11198 PAY SCALE: $69.400.00 - $82,000.00 Annually GENERAL DESCRIPTION: The Senior Loan Administrator is responsible for the administration and management of the Commercial loan process, including documentation intake, member communication, file creation and maintenance, data input, and tracking. The Senior Loan Administrator will work on complex loans for commercial real estate, term loans, and other commercial and industrial loans. The Senior Loan Administrator will manage and monitor loans on an ongoing, day-to-day, and transactional basis working in close partnership with the commercial loan officer. TASKS, DUTIES, FUNCTIONS: Act as primary liaison with members, collateral inspectors, appraisers, and title company representatives during all phases of financing. Will ensure all necessary application documents have been received before submitting to analyst for analysis and underwriting. Ensure all terms of the loan, as approved, are incorporated in the loan documents. Ensure all closing conditions are met and loans are closed within time frames. Responsible for setting up and monitoring loan and financial ticklers to ensure accuracy and timeliness. Analyze title insurance commitment reports including title exceptions and prepares title/escrow instructions. May process all types of draw requests and recommend approval. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy, anti-money laundering, Fair Lending and Truth in Lending laws appropriate to the position. Act on items affecting the disbursement process such as change orders, sufficiency of funds, liens, set asides, restricted starts, etc. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Performs other duties as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: Effective oral and written communication skills required to interact with staff, and members to perform constructive follow up on loan requests, inquiries, and concerns. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine, and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of Staff/Management/Members/Third Parties. EXTERNAL: Member Applicants and their related agents such as their CPA or Broker. QUALIFICATIONS: EDUCATION: Bachelor's degree or equivalent experience. EXPERIENCE: 8 years of commercial loan administration experience. KNOWLEDGE/SKILLS: Maintain knowledge of commercial lending requirements, all commercial loan products, commercial loan fulfillment, credit union policies and all applicable federal and state laws and regulations. Current working knowledge of Commercial Real Estate and Commercial and Industrial lending. Exceptional member service and member relations skills. Exceptional oral and written communication skills. Ability to manage multiple tasks and demands, to work independently with minimal supervision, and to meet deadlines and effectively adjust to changing priorities. Excellent analytical, organizational skills and attention to detail. Ability to calculate figures and amounts. Understand the use of the automated loan origination system. Operate on standard Microsoft programs and other computer operations. Demonstrated ability to work independently and interact collaboratively and cultivate partnerships across the organization. Ability to effectively communicate policy/procedures to staff to assist the supervisor and or manager with training. Excellent loan administration experience with knowledge of letters of credit, borrowing based lending, multi-phased construction, and multiple collateral properties PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. A device to enhance hearing will be provided if needed. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Occasional long work hours may be required to accomplish tasks. LICENSES/CERTIFICATIONS: None. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 1/9/2026

TITLE: CONTACT CENTER MEMBER SERVICE REPRESENTATIVE IISTATUS: NON-EXEMPT REPORT TO: MSCC SUPERVISOR DEPARTMENT: MEMBER SERVICE CONTACT CENTER JOB CODE: 1104 PAY SCALE: $22.50 HOURLY Must have contact center experience with banking experience being a plus GENERAL DESCRIPTION: This Member Service Representative II is an energetic and goal-oriented individual who has a passion for service excellence; providing exceptional service, utilizing effective call handling techniques to create a positive and memorable experience. The MSR II responds accurately to member inquiries by telephone in English and Spanish languages (if certified). The MSR II effectively navigates software applications and simultaneously works on multiple screens while resolving member concerns. The ideal candidate will proactively engage members to achieve their financial goals in a consultative approach as part of the solution to their inquiry. TASKS, DUTIES, FUNCTIONS: Demonstrates advanced Credit Union knowledge, ability to resolve complex issues, digital support, and escalations with minimum guidance. Learn and retain an exceptional working knowledge of products and services. Meet and achieve established performance standards commensurate to grade level, with phone efficiency and quality in a fast-paced environment. Demonstrates understanding of member needs, concerns and or frustrations and respond by demonstrating care, concern, and an appropriate sense of urgency. Demonstrate a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. • Demonstrate superior product knowledge recommending products/services to meet the member's needs. Identify, investigate, and resolve basic and complex member concerns, as well as process and complete member transactions in a timely and efficient manner. Identify and report fraudulent activity to prevent potential loss to Credit Union. Update member and Credit Union account information efficiently and accurately. Educate members on products in an effort to retain and enhance member loyalty. Maintains ownership with the majority of their calls, requiring minimal guidance from Support. Ability to de-escalate situations, looking from several points of view and applying good judgement and critical thinking to resolve the situation. Assist members with Online /Mobile Banking complex issues and Mobile Wallet set-up. Ability to open Sub shares. Complete Regulatory Training Modules as required. Model Golden 1 core values Integrity, Reliability, Service Excellence, and Inclusion. Perform other duties as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Effective oral and written communication skills required to ensure exceptional member experience. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of management and staff. EXTERNAL: Members, potential members, peers in other departments or branches. QUALIFICATIONS: EDUCATION: Successful completion of High School curriculum or GED. Some college preferred, not required. EXPERIENCE: One year customer service experience in a contact center environment and/or 2+ years financial services experience. Member relationship building experience preferred, not required. KNOWLEDGE / SKILLS: Strong oral, written and interpersonal communication skills acquired through experience in a Retail setting or through a financial background. Ability to converse, demonstrate sincere concern, and build rapport while resolving problems and offering solutions to inquiries in English and/or Spanish with callers. Must be able to multi-task and work independently. Meet performance standards commensurate to grade level with efficiency and quality. Skill testing related to product knowledge. Ability to effectively and efficiently utilize all systems required to resolve member issues related to online banking and mobile wallet troubleshooting. Ability to effectively and efficiently utilize all systems required to open new sub accounts. Ability to demonstrate good decision making and obtaining guidance for situations as needed. Knowledge of intranet/internet. Aptitude for learning a variety of computer systems and using technology to solve member issues. Ability to navigate multiple computer systems, applications, and utilize search tools to find information. Bilingual skills a plus - English/Spanish. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including a financial calculator, personal computer, facsimile machine, and telephone. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. *Our Member Service Contact Center team's operating hours are Monday through Friday 7:20am to 6:30pm and Saturday 8:30am to 5:00pm. Schedules are assigned based on business needs and are subject to change. LICENSES / CERTIFICATIONS: None THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 12/4/2025

Formed in 1934, Telhio began as a credit union for Columbus Telephone Company (now AT&T) employees. Telhio now serves over 70,000 member-owners throughout central and southwest Ohio. As one of the largest credit unions in Ohio, Telhio is a strong financial institution that continues to serve its members through extraordinary service, innovative financial solutions and community involvement. After generations of service and growth, we never lose focus of our three core values - Caring, Commitment, and Integrity. The Teller is the "face" of Telhio Credit Union; this individual represents Telhio's image during all interactions with members and potential members. Their role is to create a welcoming, friendly environment for members as soon as they enter the doors or drive through. The teller processes a variety of personal and business financial transactions for members and inform members about other Telhio products and services from which they could benefit. We are currently seeking a Full-Time Teller. Work hours during the week are 9am-6pm Monday - Friday and rotating Saturdays 9am - 1pm (40 hours/week). Responsibilities: Process all member and non-member transactions accurately and efficiently (i.e. cash withdrawals, deposits, loan payments). Inform Members about products, services, and current promotions. Cross-sell credit union products by answering inquiries; informing members of new services and product promotions; ascertaining customer needs; directing customers to lobby and partner representatives. Refer members to Relationship Bankers and Senior Bankers for further discovery sessions. Establish and maintain strong relationships with members, providing exceptional service and financial guidance. Maintains member confidence and protects credit union operations by keeping information confidential, cautioning others regarding potential breaches. Balance cash drawers accurately. Complies with credit union operations and security procedures by participating in all dual control functions. Witness and assist in audits as requested. Performs other tasks as requested by supervisors as they relate to the bank and its functions. Performs other duties as assigned. Comply with all policies and standards. Required Qualifications: High School Diploma or Equivalent (Required) 1-3 yrs. - Experience in a cash handling role. (Preferred) Less than 1 year - Experience in Member/Customer Service (Preferred) Effective communication skills (oral and written) Strong organizational skills to provide a high level of accuracy in all transactions Excellent Microsoft Office skills, ability to operate standard office machines needed to perform the job, such as computer terminal, calculator/adding machine, copier, and fax machine Possess team "attitude" and professionalism at all times Demonstrates strong relationship building skills Demonstrates strong member advisory skills Telhio applicants must be able to pass a background check including: Credit, Drug Screen, Bondability, & Criminal Background What you will earn: Competitive pay Opportunity to earn incentive pay Benefits: several medical plan options, dental, free vision, free life and free disability insurance Additional financial incentive programs for employees enrolled in our insurance 6% matching and immediately vested 401(k) plan Generous schedule for paid holidays, vacation and personal time for a healthy work-life balance Opportunity for personal career growth, continued education and mentorship programs Volunteer opportunities impacting the local community PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, you will need to have good manual dexterity as well as speaking and hearing ability. This position requires sitting; some reaching; frequent standing and walking; some stooping or kneeling. The employee must occasionally lift and move up to 50 pounds. It is expected that the employee will read, compile, compute and record numerical and statistical data. This is a Non-Collective Bargaining Unit Telhio is an Equal Opportunity Employer

TITLE: SR FINANCIAL CRIMES INVESTIGATIONS & COMPLIANCE (FCIC) GOVERNANCE ANALYST STATUS: EXEMPT REPORT TO: DIRECTOR, DEPUTY BSA OFFICER DEPARTMENT: CORPORATE COMPLIANCE PAY RANGE: $103,100.00 - $110,000.00 ANNUALLY GENERAL DESCRIPTION: As the Sr. FCIC Governance Analyst, you will serve as a strategic subject matter expert within the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), and Sanctions compliance programs. This role is responsible for developing and maintaining a governance framework that aligns with regulatory requirements and best practices. The Sr. analyst plays a critical role in complex, cross-functional projects, including annual risk assessment(s), policy development, and compliance training content, while advising senior leadership on emerging risks and strategic compliance priorities. This position has an opportunity to work in a dynamic and fast-paced environment, where the contributions will directly impact G1's compliance posture and operational success of G1. FCIC is a 2LOD function providing support within Compliance organization and oversight for 1LOD functions. This position has the authority to investigate and report regulatory compliance concerns or findings to management and make recommendations for further consideration and corrective action. TASKS, DUTIES, FUNCTIONS: Develop, implement, and maintain a comprehensive enterprise-wide governance framework for the BSA/AML and sanctions program, ensuring proactive compliance and risk mitigation across all business units. Lead creation and review of policies and procedures related to BSA/AML and sanctions, ensuring they anticipate and reflect regulatory changes and best practices; recommend updates as necessary. Oversee periodic and ad-hoc risk assessments of 1LOD controls, identifying systemic vulnerabilities and driving remediation strategies in collaboration with senior leaders. Lead the evaluation and enhancement of the transaction monitoring system(s) (TMS), leveraging advanced analytics and technology to optimize detection and reporting capabilities. Serve as the subject matter expert for high-impact, cross-functional projects. Service as the primary contact for vendor management relating to contract review and risk assessment, ensuring third-party relationships meet BSA compliance standards. Prepare detailed governance metrics, compliance status, and risk findings reports and presentations for senior management and the Board, providing actionable insights and strategic recommendations. Design advanced training programs to enhance staff understanding of BSA/AML regulations and sanctions compliance, fostering a culture of compliance and ethical conduct throughout the organization. Liaise and collaborate with internal departments and external regulatory agencies to ensure effective communication and coordination regarding BSA/AML and sanctions governance, including complex projects. Key contact for internal audits and regulatory examinations, as required. Monitor regulatory developments and industry trends, leading to the implementation of innovative governance practices and continuous improvement initiatives. Mentor junior analysts and BSA compliance staff, fostering professional growth and succession planning within the compliance organization. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Effective oral and written communication skills are required to assist team members and departments, communicate clearly with senior management, and perform other related tasks. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment. Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All employees and business areas, as needed. EXTERNAL: Federal, state, and local law enforcement, vendors and business partners, and industry peers, as needed. QUALIFICATIONS: EDUCATION: Bachelor's degree equivalent work experience. EXPERIENCE: 7+ years of experience in financial crime compliance. Strong understanding of BSA/AML regulations, financial crime trends, and risk management practices. KNOWLEDGE / SKILLS: Solid knowledge of applicable compliance laws, rules, regulations Ability to communicate at a management level (oral and written) and work well with others in a dynamic team environment. Exhibit initiative and inspire to work with minimal supervision. Organizational skills and ability to work through multiple contemporaneous matters. Solid judgment of priorities and high integrity. Proficiency in Microsoft Word, Excel, and PowerPoint as well as Adobe Acrobat Pro and SharePoint. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Vision corrected to within normal range. Hearing within the normal range; a device to enhance hearing will be provided if needed. Some travel may be required for training and conferences. LICENSES / CERTIFICATIONS: CAMS or comparable advanced BSA/AML & Sanctions training and/or certification, preferred. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 1/9/2026

TITLE: SR. COMMERCIAL LOAN UNDERWRITER STATUS: NON-EXEMPT DEPARTMENT: BUSINESS SERVICES REPORTS TO: DIRECTOR, BUSINESS LENDING PAY SCALE: $53.74 - $70.00 HOURLY GENERAL DESCRIPTION: Responsible for the evaluation of commercial loan applications to determine credit risks have been appropriately identified and mitigated, in compliance with applicable state and federal regulations, and credit union standards. Review and analyze submitted loans for capacity, capital, character, and condition while upholding fair lending practices. This includes ensuring that loan requests meet program and product specifications or counteroffer to a product and/or program when appropriate. Communicate well supported recommendation (approval, counteroffer, suspense, denial) to applicable approver within the department. TASKS, DUTIES, FUNCTIONS: Underwrite commercial and industrial, commercial real estate, and small business loan requests and generate approval memorandums adhering to Credit Union policy and procedures. Enter financial figures into appropriate programs to generate ratios and examine data to determine credit worthiness. Compare items such as liquidity and profitability with other companies of same industry, size, and geographic location for commercial customers. Coordinate with Commercial Loan Officers with the loan process by analyzing the current credit and financial information of individuals or firms (e.g., credit reports, tax returns, financial statements, etc.) to determine the degree of risk involved in extending credit. Use independent judgment to identify risks and mitigants, prepare offerings and/or scorecards, such as risk ratings, by analyzing credit, collateral strength, and financial worthiness of loan/transaction parties. If relevant, performs ongoing credit risk management for assigned portfolio. Uphold a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. Ability to analyze tax returns, credit and appraisal reports, fraud detection and other property or income related reports and documentation to ensure that information meets agency and credit union requirements. Organize and prioritize daily workload to ensure compliance to credit union policy, procedures, and established turnaround times. Cross Train to support other underwriting and credit analyst positions as needed. Interact with management to implement procedures to prioritize work within the underwriting and processing area as volume dictates. Evaluate Commercial Loan Guidelines to ensure they are aligned with the risk appetite of Golden 1 Credit Union as evidenced by the portfolio's performance. Ability to execute independent judgement on key decisions impacting the business lending unit. Support supervisor or manager with training of staff members. Performs other duties as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: Effective oral and written communication skills required to interact with members, staff, vendors, servicers, and various regulatory agencies. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of Staff/Management/Members/Third Parties. EXTERNAL: Member Applicants and their related agents such as their CPA or Broker. QUALIFICATIONS: EDUCATION: Bachelor's degree or equivalent experience. EXPERIENCE: 7-10 years minimum of commercial loan experience with a financial or banking institution performing underwriting or credit analysis functions. KNOWLEDGE/SKILLS: Experiential knowledge of commercial lending requirements, all commercial loan products, commercial loan fulfillment, credit union policies and all applicable federal and state laws and regulations. Current working knowledge of Commercial Real Estate and Commercial and Industrial lending. Exceptional member service and member relations skills. Exceptional oral and written communication skills. Ability to manage multiple tasks and demands, to work independently with minimal supervision, and to meet deadlines and effectively adjust to changing priorities. Strong analytical, organizational skills and attention to detail. Understand the use of the automated loan origination system. Operate on standard Microsoft programs and other computer operations. Knowledge of generally accepted accounting principles. Demonstrated ability to work independently and interact collaboratively and cultivate partnerships across the organization. Ability to effectively communicate policy/procedures to staff to assist the supervisor and or manager with training. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Ability to travel for business, as needed. May include overnight scheduling. Occasional long work hours may be required to accomplish tasks. LICENSES/CERTIFICATIONS: #LI-Remote Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 1/9/2026

TITLE: CONTACT CENTER MEMBER SERVICE REPRESENTATIVE IISTATUS: NON-EXEMPT REPORT TO: MSCC SUPERVISOR DEPARTMENT: MEMBER SERVICE CONTACT CENTER JOB CODE: 1104 PAY SCALE: $22.50 HOURLY Must have contact center experience with banking experience being a plus GENERAL DESCRIPTION: This Member Service Representative II is an energetic and goal-oriented individual who has a passion for service excellence; providing exceptional service, utilizing effective call handling techniques to create a positive and memorable experience. The MSR II responds accurately to member inquiries by telephone in English and Spanish languages (if certified). The MSR II effectively navigates software applications and simultaneously works on multiple screens while resolving member concerns. The ideal candidate will proactively engage members to achieve their financial goals in a consultative approach as part of the solution to their inquiry. TASKS, DUTIES, FUNCTIONS: Demonstrates advanced Credit Union knowledge, ability to resolve complex issues, digital support, and escalations with minimum guidance. Learn and retain an exceptional working knowledge of products and services. Meet and achieve established performance standards commensurate to grade level, with phone efficiency and quality in a fast-paced environment. Demonstrates understanding of member needs, concerns and or frustrations and respond by demonstrating care, concern, and an appropriate sense of urgency. Demonstrate a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. • Demonstrate superior product knowledge recommending products/services to meet the member's needs. Identify, investigate, and resolve basic and complex member concerns, as well as process and complete member transactions in a timely and efficient manner. Identify and report fraudulent activity to prevent potential loss to Credit Union. Update member and Credit Union account information efficiently and accurately. Educate members on products in an effort to retain and enhance member loyalty. Maintains ownership with the majority of their calls, requiring minimal guidance from Support. Ability to de-escalate situations, looking from several points of view and applying good judgement and critical thinking to resolve the situation. Assist members with Online /Mobile Banking complex issues and Mobile Wallet set-up. Ability to open Sub shares. Complete Regulatory Training Modules as required. Model Golden 1 core values Integrity, Reliability, Service Excellence, and Inclusion. Perform other duties as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Effective oral and written communication skills required to ensure exceptional member experience. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of management and staff. EXTERNAL: Members, potential members, peers in other departments or branches. QUALIFICATIONS: EDUCATION: Successful completion of High School curriculum or GED. Some college preferred, not required. EXPERIENCE: One year customer service experience in a contact center environment and/or 2+ years financial services experience. Member relationship building experience preferred, not required. KNOWLEDGE / SKILLS: Strong oral, written and interpersonal communication skills acquired through experience in a Retail setting or through a financial background. Ability to converse, demonstrate sincere concern, and build rapport while resolving problems and offering solutions to inquiries in English and/or Spanish with callers. Must be able to multi-task and work independently. Meet performance standards commensurate to grade level with efficiency and quality. Skill testing related to product knowledge. Ability to effectively and efficiently utilize all systems required to resolve member issues related to online banking and mobile wallet troubleshooting. Ability to effectively and efficiently utilize all systems required to open new sub accounts. Ability to demonstrate good decision making and obtaining guidance for situations as needed. Knowledge of intranet/internet. Aptitude for learning a variety of computer systems and using technology to solve member issues. Ability to navigate multiple computer systems, applications, and utilize search tools to find information. Bilingual skills a plus - English/Spanish. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including a financial calculator, personal computer, facsimile machine, and telephone. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. *Our Member Service Contact Center team's operating hours are Monday through Friday 7:20am to 6:30pm and Saturday 8:30am to 5:00pm. Schedules are assigned based on business needs and are subject to change. LICENSES / CERTIFICATIONS: None THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 12/4/2025

What You'll Do Dive into large datasets and surface insights that fuel strategy, innovation, and compliance. Build dashboards and reports that help leaders make informed decisions-fast. Collaborate with product managers, business leaders, and tech teams to solve real-world challenges. Spot opportunities for automation and efficiency like a pro. Ensure data integrity and compliance across all your work. What Success Looks Like Your reports and dashboards are timely, accurate, and drive smart business moves. Your analysis powers strategic initiatives like market expansion and product performance. You help streamline operations and uncover hidden efficiencies. You build strong relationships by translating complex data into clear, actionable solutions. You maintain top-tier data quality and compliance standards. Capability Requirements Bachelor's degree in Data Science, Finance, Economics, Statistics, or a related field 3 years or more experience in data analysis, preferably within financial services or commercial banking; combination of applicable work experience and education will be considered. Proficiency in SQL, Excel, and data visualization tools such as Power BI or Tableau. Experience with statistical analysis tools (e.g., Python, R) is desirable. Knowledge of banking systems, financial products, and regulatory reporting standards. Demonstrated ability to communicate complex data clearly to non-technical stakeholders. Experience working with large datasets and data warehouses preferred. Understanding of data governance and compliance frameworks within commercial banking. Why Summit? We're not your average financial institution. We're member-owned, mission-driven, and deeply committed to making lives better. At Summit, you'll find a culture of collaboration, curiosity, and continuous improvement-plus great benefits and opportunities to grow. Comprehensive Benefits: Health, dental, vision, disability, and life insurance plans tailored to your needs. Financial Security: 401(k) with employer match, pension plan, profit-sharing, and HSA support. Generous Time Off: Competitive PTO, sick leave, and 8.5 paid holidays annually. Career Growth: Tuition reimbursement, student loan assistance, and leadership development programs. Award-Winning Culture: Recognized as a Top Workplace with a collaborative, inclusive environment. Financial Wellness: Free coaching, workshops, and award-winning programs for employees and members. Required Statement Sections Physical Demands of Position: While performing the duties of this position, the employee is required to sit, stand and walk, use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and/or carry up to 10 pounds. Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions. Equipment Used: Variety of office equipment (telephone, printer, pc, mobile devices, etc). EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business need.

Title: CONSUMER LOAN SERVICING SPECIALIST Department: CONSUMER LOAN SERVICING Status: Non-exempt Reports to: SUP - CONSUMER LOAN SERVICING Pay Scale: $25.02 - $27.00 Hourly GENERAL DESCRIPTION: As a consumer loan servicing specialist, you will provide a seamless experience for our members in managing their loans, while supporting leadership with department level initiatives and testing. This experienced level position plays a crucial role in driving innovation and implementing process improvements. This position requires an advanced understanding of loan servicing operations, analytical skills, and the ability to collaborate with cross-functional teams. A specialist supports technician level staff, while supporting requests that require special handling up to vendor or project involvement. Key responsibilities include, projects, validations for system updates, new products, and product improvements. In addition, tracking production and service level agreements, quality control support, complicated research, and escalations. Team collaboration and positive communication, while demonstrating adaptability and resilience. TASKS, DUTIES, FUNCTIONS: Engage with members via phone and email, providing exceptional service and assistance with loan related inquiries,demonstrating alignment with our Mission, Vision, and Core Values. Support team in processing requests submitted through the Consumer Loan Servicing queues, email inboxes, faxes and by mail. Assist technicians and handle escalations in a solutions-based manner, as a first line attempt of resolution prior to passing to leadership. Department specific duties may include advanced servicing or subject matter expertise in the following: Service pack validation, new product testing, statement validations. Initiate and validate rate change processes on variable rate loan products. Advanced servicing of equity loans including ensuring proper closing, title research and release resolutions, fixed rate segment servicing, including letter quality controls and general oversight of demand payoff processing. Partner with accounting to research and clear differences in assigned general ledger accounts. Support AB2311 by working escalated or delayed refund processing, exception processing and letter generation. Support vehicle title perfection through planned strategies and partnerships with indirect lending teams and dealerships. Monitor and ensure posting of insurance commission income and expenses related to product protection. Support adding, cancelling, and refunding of ancillary loan products offered. Loan product portfolio management, including reporting, monitoring for errors, and onboarding new products, to include, testing and validating. Mapping and servicing electronic forms, support generating new and servicing existing. Monitor reporting, provide error resolution, with a strong focus on regulatory compliance in servicing standards. Offers or negotiates terms of residential mortgage loan. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance, including bank secrecy and anti-money laundering laws appropriate to the position. Must pass all regulatory and compliance courses and apply knowledge to daily tasks. Identify and propose processing optimization, with a digital focus, to enhance the effectiveness of servicing operations. Lead implementation of digitally focused projects. Establish a collaborative environment by actively engaging with colleagues to share best practices and ideas. Supporting training technicians and temporary employees. Mentor employees to ensure a high level of knowledge transfer. Create open and honest communication, give, and encourage feedback. Coordinate and monitor daily workflows of department. Highly engaged participation in huddles and meetings, lead meetings as needed. Support annual procedure update process. Support production reporting, ensuring service level agreements are met and work is delegated to technicians in prioritizing order. Innovate mindset with a passion for process improvement. Proactive and self-motivated. Provide additional department support and perform other tasks and duties as needed. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Effective oral and written communication skills required to assist staff, members, and third parties. Must possess sufficient manual dexterity to skillfully operate laptop, and other standard office equipment, such as financial calculators, cellphone, and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of staff. EXTERNAL:Members, vendors and third parties. QUALIFICATIONS: EDUCATION:Successful completion of high school curriculum and/or equivalent work experience. EXPERIENCE:3 or more years at a financial institution performing customer service in the financial industry in a progressively advancing role, with a focus on complex tasks and process improvement, extensive loan research and resolution, report creation and analysis, training, andmentorship experience, testing and validating experience, vehicle and home titling and release processing. Experienced level in servicing ancillary loan products. Nationwide Mortgage Licensing System (NMLS) may be required. KNOWLEDGE / SKILLS: Previous experience in customer service, financial institution experience required. In-depth knowledge of loan products, regulations, and industry best practices. Experience in consumer loan products, with emphasis on loan servicing experience. Advanced knowledge of California DMV motor vehicle regulations pertaining to vehicle titling and release regulations, credit dispute requirements and/or real estate reconveyance processes, required. Knowledge of electronic DMV titling Strong analytical and problem-solving skills Excellent communication and interpersonal skills. Detail-oriented with excellent organizational abilities. Ability to multi-task is required with a high level of accuracy. Working knowledge and ability to use Microsoft Office software and standard office equipment. Good follow-up skills. Ability to work independently. Ability to work in a fast-paced environment. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Extensive PC data entry and processing throughout the workday. Ability to travel for business, as needed, local and statewide. LICENSES / CERTIFICATIONS: THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 01/01/2025

LAFCU's Collector II, under general supervision, collects delinquent assigned accounts in a timely and effective manner through their collections life cycle. Their duties include, but not limited to, documents all communications and transactions of a material nature with members while maintaining a loss mitigation mindset ranging from collection efforts to legal liability. Performs all functions/duties of Collector in a timely and professional manner, asks manager for assistance when needed, and cross-trains in other areas of Special Services as requested. Works closely with Loan Servicing to ensure occasional member disputes and proactive updates are handled timely while also ensuring precise responsiveness to inquiries from Loan Servicing on title release and credit reporting. This is a full-time, non-exempt, hybrid-remote position that reports directly to the Collections Manager within the Special Services/Risk Management Department. Essential Functions & Responsibilities: Advanced Collections - Collect delinquent accounts via Temenos collection queues and Symitar Collection Package. Maintain daily communication with the manager regarding account status, issues, and member feedback. Respond to member inquiries and complaints professionally; escalate when necessary. Provide alternative solutions to members in their best interest. Review and print FICS 30-60-90 Delinquent Principal Balance and Consumer Weekly Delinquent Reports. Manage negative share/checking accounts and follow up on loan extensions and workout negotiations. Prepare and submit Workout Loan documentation to the Consumer Loan Department. Recommend loans for charge off, repossession, or legal review Run Visa month-end reports via PSCU ROW Net by the 2nd of each month. Complete 180-Day reports for Consumer Loans and Visas by the 5th of each month. Assist with month-end charge-off preparation and breakdown by collector. Review and approve mismatched and pending credit transactions. Documentation - Maintain clear, thorough documentation of all member interactions with a focus on loss mitigation. Ensure all written communications are grammatically correct, concise, and professional. Use Temenos LMS workflow history and Symitar core system for documentation. Upload relevant documents and correspondence into Temenos account files. Repossession & Recovery - Recommend repossession and foreclosure actions as appropriate; coordinate efforts with repo agencies. Draft and send NOI notices promptly after repossession. Coordinate vehicle auction logistics with South Bay Auto Auction. Redeem vehicles from impound when necessary. Serve as liaison with collection agencies on post-charge-off accounts. Assign vehicle transport to auction and track collateral disposition via Temenos workflows. Process impound and lien sale notices promptly. Collaborate with Loan Servicing DMV team on title/lienholder issues Compliance - Stay current with all applicable policies, procedures, and regulations (e.g., FDCPA, Robbins- Rosenthal Act, Bankruptcy Rules). Follow procedures outlined in the Collection Procedure Manual; suggest updates as needed. Comply with Bank Secrecy Act requirements and report suspicious activity to Risk Management. Process BK-13 and Chapter 7 filings accurately in system. File small claims and coordinate with legal counsel on approved accounts. Qualification & Opportunities: 3 years to 5 years' collector experience in a financial institution; 1 year's experience in real estate loan collection preferred. High School diploma or equivalent is required. Friendly and professional. Excellent communication skills. Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. The Special Services Department operates in a fast-paced, member-focused setting where professionalism and empathy are key. Team members handle delinquent accounts through phone, mail, and system-based communications, while collaborating with internal departments and legal partners. The environment encourages proactive problem-solving, cross-training, and continuous learning. Staff are supported by leadership and work together to ensure compliance, recovery, and member satisfaction. Salary: The minimum and maximum base salary range for this position is $27.78 to $41.14 in California. The target starting base hourly rate is between $27.78 to $31.12. This compensation and benefits information is based on Los Angeles Federal Credit Union's good faith estimate as of the date of publication and may be modified in the future. The starting base salary within the range will depend on a variety of factors that may include relevant prior experience and/or education, or skills and expertise. LAFCU is an Equal Opportunity Employer. We are committed to building an inclusive and diverse workforce.

TITLE: BUSINESS SERVICES ADVISORSTATUS: NON-EXEMPTREPORT TO: BUSINESS SERVICES MARKET AREA MANAGERDEPARTMENT: BUSINESS SERVICESJOB CODE: 11625 PAY RANGE: $27.56 - $35.00 HOURLY GENERAL DESCRIPTION: The Business Services Advisor at Golden 1 is tasked with advising, assisting, educating, and growing relationships with small businesses in the communities we serve through the introduction of Golden 1 business services and solutions. TASKS, DUTIES, FUNCTIONS: Team Engagement: Work proactively to build and grow relationships with potential new members and engage with existing members by asking questions to learn about their financial needs, understanding their goals, and sharing how Golden 1 can help them through proactive outreach, phone or in-person visits. Plan and execute appointments. Develop relationships with branch employees through training sessions that focus on understanding the Business Services Advisor role. This training will equip employees to assist in meeting members' broader financial needs, efficiently complete service requests, and educate on small business requirements. Foster a positive and collaborative environment, ensuring effective communication and knowledge sharing within the business services team and branch associates. Operational Engagement: Collaboratively work with Business Services Market Area Manager on products and marketing tactics to enhance member penetration and improve member's business efficiencies. Develop, recommend, and implement initiatives that improve on our service capabilities resulting in business membership growth, increased product utilization and exceptional member service. Identify new business opportunities and develop a plan to drive consistent performance within the retail channel encompassing home loans, investments and other partnerships, aiming to Business Membership and increase Deposits as Golden 1 becomes a financial services leader for Business Services. Assist in scheduling member appointments (new referrals, follow-up on old referrals, and existing account development). Required to conduct outbound calls to members to uncover potential opportunities. Promote Golden 1 Credit Union in the communities we serve with centers of influence: community involvement, affiliations with beneficial organizations, etc. Provide regular reporting of contacts, products, and other aspects of activities as needed to the Business Services Market Area Manager. Performance Monitoring & Optimization: Engage with members in all phases of the business life cycle while following policies and leveraging product knowledge. Conduct needs-based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to members. Act as the primary relationship manager for small business members in an assigned territory using member relationship management tools. Protect the assets of the credit union and our members through the proper execution and administration of operational and risk management policies and procedures in compliance with the mandates established by the credit union and the law. Compliance & Best Practices: Ensure compliance with organizational policies, industry best practices, and relevant laws and regulations. Serve as a leader in managing risk. Understand and manage risks in the business, adhere to policies, procedures, controls and ensure compliance with applicable laws, rules and regulations. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Oral and written communication skills required to appropriately train and advise staff and members on policy, procedures, and products. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine, and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of management and staff. EXTERNAL: Members, vendors, peers in financial institutions, community associations and credit union associations. QUALIFICATIONS: EDUCATION: Bachelor's degree preferred. Work experience may be considered in lieu of a four-year degree. EXPERIENCE: 2 years of small business experience or 3-5 years of sales experience. 2 years of experience in Small Business banking experience, or 3-5 years of sales experience. KNOWLEDGE / SKILLS: Proven experience managing a dedicated book of small business customers across assigned territory. Member service focus with experience managing complex transactions across multiple systems. Experience building and maintaining effective relationships with members and internal partners. Experience using strong business acumen to provide financial services consultation to small business members. Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products. Proficient with proactively sourcing, acquiring, building, and maintaining relationships with members and colleagues. Ability to educate and connect members to technology and share the value of mobile banking options. Ability to interact with integrity and professionalism with member and employees. High motivation with ability to successfully meet team objectives while maintaining individual performance. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Travel to meet with branches. Travel within CA required. LICENSES / CERTIFICATIONS: None Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 1/9/2026

JOB TITLE: Senior Indirect Loan Processor DEPARTMENT: Dealer Services OPS STATUS: Non-Exempt PAY RANGE: $25.40 - $27.00 Hourly GENERAL DESCRIPTION: The Senior Indirect Loan Processor position is responsible for receiving, reviewing, auditing and disbursement for new vehicle loan applications originating through Dealer Services underwriting. Engages dealerships and members in interactions that ensure Golden 1 members encounter a positive experience with the finalization and funding. This position corresponds effectively and professionally with Golden 1 members and our dealership partners via messages, e-mail, and phone to ensure accuracy of loan information, and provide member and dealership satisfaction. Required schedule: Weekends included. TASKS, DUTIES, FUNCTIONS: Receive and audit appropriate paperwork sent from the vehicle dealerships. Research and identify missing information and communicate discrepancies with dealership personnel. Gather information to satisfy loan conditions in order to determine suitability for loan funding. Correspond with dealerships and members to gather additional information to satisfy loan conditions in order to determine the suitability for loan funding. Ability to identify red flags in loan documentation in order to avoid potential fraud. Fund appropriate proceeds to dealerships with the appropriate administrative fees. Perform training, support and guidance for all Indirect Loan Processors. Identify and implement process efficiencies and submit procedural updates for approval. Identify and resolve issues that arise outside of the normal course of business. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. Perform Reconciliation and ledger maintenance to ensure timely balancing within established guidelines in accordance with corporate policy. Assist department staff with gathering information and preparation of reports. Available to work weekends and/or extended hours required to run the business, including special events as they occur. Complete daily reports, monitor and direct workflow processes, communicate daily production volume to management. Assure efficient and appropriate measures are used to achieve strategic objectives. Perform other duties as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: Effective oral and written communication skill required to interact with dealerships, staff and members to perform constructive follow-up. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including a typewriter, personal computer, facsimile machine, and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of management and staff EXTERNAL: Members, vendors, peers in financial institutions, community associations and credit union associations QUALIFICATIONS: EDUCATION: Successful completion of High School curriculum is preferred. Additional work experience may be considered in lieu of a High School diploma. EXPERIENCE: Minimum of four years in a lending environment performing contract review is preferred. Additional work experience may be considered. KNOWLEDGE/SKILLS: Strong credit analysis and research skills. Maintain knowledge lending policies & procedures. Strong oral and written communication skills. Strong interpersonal skills. Strong member relation's skills. Ability to manage high volume telephone contacts, both internal and external. Attend training provided through seminars, webinars and weekly coaching as compliance, policies/procedures, or work processes dictate. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Heavy telephone volume. Hearing within normal range. A device to enhance hearing will be provided if needed. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Ability to adhere to company established standards for mortgage volume and turn time expectation. LICENSES/CERTIFICATIONS: None Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 1/9/2026

TITLE: CONTACT CENTER MEMBER SERVICE REPRESENTATIVE IISTATUS: NON-EXEMPT REPORT TO: MSCC SUPERVISOR DEPARTMENT: MEMBER SERVICE CONTACT CENTER JOB CODE: 1104 PAY SCALE: $22.50 HOURLY Must have contact center experience with banking experience being a plus GENERAL DESCRIPTION: This Member Service Representative II is an energetic and goal-oriented individual who has a passion for service excellence; providing exceptional service, utilizing effective call handling techniques to create a positive and memorable experience. The MSR II responds accurately to member inquiries by telephone in English and Spanish languages (if certified). The MSR II effectively navigates software applications and simultaneously works on multiple screens while resolving member concerns. The ideal candidate will proactively engage members to achieve their financial goals in a consultative approach as part of the solution to their inquiry. TASKS, DUTIES, FUNCTIONS: Demonstrates advanced Credit Union knowledge, ability to resolve complex issues, digital support, and escalations with minimum guidance. Learn and retain an exceptional working knowledge of products and services. Meet and achieve established performance standards commensurate to grade level, with phone efficiency and quality in a fast-paced environment. Demonstrates understanding of member needs, concerns and or frustrations and respond by demonstrating care, concern, and an appropriate sense of urgency. Demonstrate a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. • Demonstrate superior product knowledge recommending products/services to meet the member's needs. Identify, investigate, and resolve basic and complex member concerns, as well as process and complete member transactions in a timely and efficient manner. Identify and report fraudulent activity to prevent potential loss to Credit Union. Update member and Credit Union account information efficiently and accurately. Educate members on products in an effort to retain and enhance member loyalty. Maintains ownership with the majority of their calls, requiring minimal guidance from Support. Ability to de-escalate situations, looking from several points of view and applying good judgement and critical thinking to resolve the situation. Assist members with Online /Mobile Banking complex issues and Mobile Wallet set-up. Ability to open Sub shares. Complete Regulatory Training Modules as required. Model Golden 1 core values Integrity, Reliability, Service Excellence, and Inclusion. Perform other duties as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Effective oral and written communication skills required to ensure exceptional member experience. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of management and staff. EXTERNAL: Members, potential members, peers in other departments or branches. QUALIFICATIONS: EDUCATION: Successful completion of High School curriculum or GED. Some college preferred, not required. EXPERIENCE: One year customer service experience in a contact center environment and/or 2+ years financial services experience. Member relationship building experience preferred, not required. KNOWLEDGE / SKILLS: Strong oral, written and interpersonal communication skills acquired through experience in a Retail setting or through a financial background. Ability to converse, demonstrate sincere concern, and build rapport while resolving problems and offering solutions to inquiries in English and/or Spanish with callers. Must be able to multi-task and work independently. Meet performance standards commensurate to grade level with efficiency and quality. Skill testing related to product knowledge. Ability to effectively and efficiently utilize all systems required to resolve member issues related to online banking and mobile wallet troubleshooting. Ability to effectively and efficiently utilize all systems required to open new sub accounts. Ability to demonstrate good decision making and obtaining guidance for situations as needed. Knowledge of intranet/internet. Aptitude for learning a variety of computer systems and using technology to solve member issues. Ability to navigate multiple computer systems, applications, and utilize search tools to find information. Bilingual skills a plus - English/Spanish. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including a financial calculator, personal computer, facsimile machine, and telephone. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. *Our Member Service Contact Center team's operating hours are Monday through Friday 7:20am to 6:30pm and Saturday 8:30am to 5:00pm. Schedules are assigned based on business needs and are subject to change. LICENSES / CERTIFICATIONS: None THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 12/4/2025

We're Canvas Credit Union We're passionate about transforming financial services. Our members, families, and the communities we call home motivate everything we do. As part of the credit union movement, we believe in providing our members with education, support, and guidance to build strong financial futures. Canvas "It's About More" Video - YouTube (Click here - or, visit ******************************************* ) Why Canvas? At Canvas, we're dedicated to transforming financial services from the inside out. Our culture is a top priority and second to none. We strive to balance hard work and high achievement with a fun, supportive environment. At Canvas, there are 5 behaviors we live by each day that will continue to help us be known for our heart and our people: What's In It For You That's right. This is about you: * You'll be a financial service guru: You'll be a cooperative finance rock star. We'll arm you with all the knowledge you need on service, products, and compliance regulations. You'll also be our member's right-hand man! It's a superhero job, just without the big lycra cape. * This is a career: The Specialist experience is the foundation of a career at Canvas Credit Union. We invest in developing your skills and promote heavily from within. While we hope you stay with us until you retire, Credit Unions across the country collaborate with each other and hire from within. * Seriously good benefits: beyond healthcare, dental, and life insurance, we have a pretty sweet package. Canvas employees get up to a 10% company contribution to their 401K and an employee discount on loans (that includes cars and homes)! The starting pay range for this position is $20.13-$25.16/hourly ($41,870.40-$52,332.80/annual), and final pay rate will be determined based on experience and internal equity factors. In addition, this position is eligible for incentive pay. Canvas benefits include: * Medical/Dental/Vision Insurance * Paid Vacation * Paid Sick Time * Paid Holidays * Paid Wellness Day * Paid Volunteer Time * Flexible Spending Account * Health Savings Account * World Class 401(k) Plan * Tuition Reimbursement * Rate Discounts on Qualifying Loans * May be eligible for discretionary bonus based on results What you'll do The Member Success Specialist II is responsible for effectively engaging with members and cross-selling products and services through multiple channels, including outbound calls to pre-established target markets, inbound calls, and online applications. They will provide the highest level of quality service to all internal and external members and promote member relationships that exceed expectations. Essential Duties/Responsibilities * Field telephone inquiries regarding new accounts and loans, assist members in completing applications, and serve as the primary point of contact through the application process. * Manage a portfolio of online applicants, serving as the primary point of contact through the application process. * Explain, promote, review and sell all Canvas products and services to current and prospective members with the purpose of increasing product and service mix usage, overall member engagement and loyalty, and member retention. * Execute on target lists provided by Product Management and Business Intelligence to generate the highest level of member engagement and revenue. * Engage effectively with members through multi-channel marketing, potentially including social media, outbound and inbound telephone contact, email, direct mail, letters, live chat, or any other relevant member communication channel. * Manage a portfolio of members to ensure they are engaged at every life stage, increasing membership lifetime value, member retention and strengthening member loyalty to the organization. * Help members afford life and accomplish their dreams and aspirations through the utilization of the credit union deposit (investments) and lending (borrowing) products. * Achieve or exceed production and engagement goals. * Maintain a high level of service, consistency and professionalism by delivering Canvas Core Values to both internal and external members at every engagement. * Contribute suggestions to improve member satisfaction and further Member Success team development. * Resolve member issues in a timely, consistent, and professional manner. * Exhibit support for the organization's goals, values, initiatives, and cost control. * Comply with Bank Secrecy Act (BSA) and other compliance and regulatory requirements. * Share knowledge on effective practices, competitive intelligence, business opportunities and needs. * Follow all safety and security guidelines to properly safeguard members and organization assets. * Make recommendations and participate in the development of policies, processes, and procedures. * Maintain up-to-date and accurate record-keeping system. * Embrace ongoing education and learn/apply new skills and software applications. * Maintain regular attendance and punctuality. * Perform other job duties as assigned. * This role at Canvas requires National Multistate Licensing System (NMLS) registration under the S.A.F.E. Act of 2008. This means we conduct background checks to ensure NMLS registration and Canvas requirements are met. (Not meeting or staying current may result in removal from role) * Pre-employment background review (components include: criminal, employment, address, social security number, motor vehicle record, global sanctions, and sex offender) * Assist with training new Member Success Specialists. * Have the ability to be on all channels including Inbound, Outbound and Online teams. * Works closely with Leadership or manager on special projects. * Be a resource to the entire team, especially when the supervisors are not available or out of office. Job Qualifications Knowledge, Skill and, Ability: * Strong understanding of direct sales through a service culture with proven measurable results. Able to engage with members to earn the right to sell and build life-long relationships while increasing product per member, participation (balances) and revenue for the credit union. * Strong verbal, written and interpersonal communication skills with the ability to explain credit union products and programs, loan terms, features, policies and benefits to members and prospective members. * Excellent organizational and time management skills with ability to work independently and manage multiple priorities. * Strong analytical and problem solving * Strong relationship building and teamwork skills; able to motivate and influence others and build trust. * Solid knowledge and understanding of Canvas financial products and services. * Proficient in MS Office (Outlook, Excel, Word). * Ability to maintain confidence. Education or Formal Training: High school diploma or GED; additional education/training preferred. Experience: Minimum of two years of experience in a customer service and sales environment; minimum of one year of financial services industry experience. For Current Canvas Employees: To be considered, you must be meeting performance expectations, consistently demonstrating HEART behaviors, and must submit an up-to-date resume or update your Work History profile with your current responsibilities and accomplishments. Working Environment/Physical Activities High volume, fast-paced, dynamic office environment with some travel. Must be able to attend meetings and events outside of regular business hours. The job routinely uses standard office equipment such as computers, phones, printers, copiers, fax machines and filing cabinets. The position requires manual dexterity, the ability to lift files and open filing cabinets. The position requires bending, stooping, or standing as necessary. Other Important Information Please note, this job posting is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required for this job. Duties, responsibilities, hybrid or remote work arrangements, and activities may change at any time. We are extending our search and are actively reviewing more candidates. Applications for this position will now be accepted through January 15, 2026. For consideration, applications must be received by 11:59 PM MST on January 15, 2026.

Formed in 1934, Telhio began as a credit union for Columbus Telephone Company (now AT&T) employees. Telhio now serves over 70,000 member-owners throughout central and southwest Ohio. As one of the largest credit unions in Ohio, Telhio is a strong financial institution that continues to serve its members through extraordinary service, innovative financial solutions and community involvement. After generations of service and growth, we never lose focus of our three core values - Caring, Commitment, and Integrity. The Home Equity Loan Processor is responsible for processing all home equity loan applications. Processing is performed accurately and within established timelines. The processor acts as a liaison during the home equity process working directly with the Telhio loan officer and borrower to obtain all necessary information to process and fund the loan. The processor works with the Telhio loan officer to restructure the loan as needed to comply with underwriting guidelines. They prepare and distribute early disclosures, loan estimates and closing documents for Telhio members for all home equity loans in accordance with State and Federal Regulations. Home Equity Processors will have access to non-public information and must maintain confidentiality. The processor must possess effective written and verbal communication and maintains regulatory knowledge applicable to job responsibilities. This role will interact with several departments in the credit union including the branch network, lending center, underwriting team and the Home Equity Compliance Specialist. Upholds and embodies the Telhio Core Values of Caring, Commitment, and Integrity. Responsibilities: The Home Equity Processor will be responsible for functions that align with our Consumer Lending goals to create an exceptional member experience. This includes: Communicates effectively with borrower to obtain the necessary documents needed to satisfy underwriting stipulations Adheres to and maintains knowledge of all related government regulations Reviews, prepares and sends loan disclosures for home equity loans compliant with TRID guidelines Ensures accuracy of information within documents provided by borrowers prior to uploading and sending to underwriting for review Delivers the highest level of support to their lending partners while responding to all requests in a timely manner Accurately logs and tracks home equity files in process Communicates updates and final approvals to loan officers Prepares, reviews and sends closing documents for home equity closings. Includes any necessary instruction and documentation Completes funding of home equity loans in the absence of the Home Equity Compliance Specialist Obtains property evaluations, title work and flood certification as required by Telhio guidelines. Performance Metrics Completes general loan processing with attention to detail Reviews and prepares and distributes accurate home equity loan documents and disclosures Accurately logs loans to the processing worksheet Works effectively with loan officers to correct loan errors and restructure loans as needed Submits files to Underwriting with clear, accurate stips Complies with Service Level Agreement - Processes loans to meet established service level agreement Manages pipeline to provide extraordinary service to internal and external members. Maintains knowledge of TRID guidelines and completes disclosures accordingly Demonstrates teamwork and leadership - Contributes to a positive and motivating work environment that encourages individual growth and success. Fulfills commitments to team members Communicates effectively with Telhio Credit Union employees Actively participates in 1:1 meetings with supervisor and team meetings Assists consumer lending or other line of business projects as needed Completes funding of home equity loans in the absence of the Home Equity Compliance Specialist Other duties as assigned - Qualifications: Knowledge of Product & Services Knowledge of Process Procedures Time Management Attention to Detail Knowledge of Telhio's Loan Policy and products Knowledge of Home Equity and TRID Regulations Excellent verbal and written communication skills Organizational Skills High Professionalism Ability to work in a fast-paced environment Analytical and quantitative skill High school graduate or G.E.D. Proficient in MS Office Suite, DNA, MeridianLink Telhio applicants must be able to pass a background check including: credit, drug screen, bondability, and criminal background. What you will earn: Competitive salary Opportunity to earn incentive and bonus Benefits: several medical plan options, dental, free vision, free life and free disability insurance Additional financial incentive programs for employees enrolled in our insurance 6% matching and immediately vested 401(k) plan Generous schedule for 14 paid holidays, vacation and personal time for a healthy work-life balance Opportunity for personal career growth, continued education and mentorship programs Volunteer opportunities impacting the local community Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position requires sitting; some reaching; frequent standing and walking; some stooping or kneeling. The employee must occasionally lift and move up to 50 pounds. This is a Non-Collective Bargaining Unit Telhio is an Equal Opportunity Employer

TITLE: CONTACT CENTER MEMBER SERVICE REPRESENTATIVE IISTATUS: NON-EXEMPT REPORT TO: MSCC SUPERVISOR DEPARTMENT: MEMBER SERVICE CONTACT CENTER JOB CODE: 1104 PAY SCALE: $22.50 HOURLY Must have contact center experience with banking experience being a plus GENERAL DESCRIPTION: This Member Service Representative II is an energetic and goal-oriented individual who has a passion for service excellence; providing exceptional service, utilizing effective call handling techniques to create a positive and memorable experience. The MSR II responds accurately to member inquiries by telephone in English and Spanish languages (if certified). The MSR II effectively navigates software applications and simultaneously works on multiple screens while resolving member concerns. The ideal candidate will proactively engage members to achieve their financial goals in a consultative approach as part of the solution to their inquiry. TASKS, DUTIES, FUNCTIONS: Demonstrates advanced Credit Union knowledge, ability to resolve complex issues, digital support, and escalations with minimum guidance. Learn and retain an exceptional working knowledge of products and services. Meet and achieve established performance standards commensurate to grade level, with phone efficiency and quality in a fast-paced environment. Demonstrates understanding of member needs, concerns and or frustrations and respond by demonstrating care, concern, and an appropriate sense of urgency. Demonstrate a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. • Demonstrate superior product knowledge recommending products/services to meet the member's needs. Identify, investigate, and resolve basic and complex member concerns, as well as process and complete member transactions in a timely and efficient manner. Identify and report fraudulent activity to prevent potential loss to Credit Union. Update member and Credit Union account information efficiently and accurately. Educate members on products in an effort to retain and enhance member loyalty. Maintains ownership with the majority of their calls, requiring minimal guidance from Support. Ability to de-escalate situations, looking from several points of view and applying good judgement and critical thinking to resolve the situation. Assist members with Online /Mobile Banking complex issues and Mobile Wallet set-up. Ability to open Sub shares. Complete Regulatory Training Modules as required. Model Golden 1 core values Integrity, Reliability, Service Excellence, and Inclusion. Perform other duties as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Effective oral and written communication skills required to ensure exceptional member experience. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of management and staff. EXTERNAL: Members, potential members, peers in other departments or branches. QUALIFICATIONS: EDUCATION: Successful completion of High School curriculum or GED. Some college preferred, not required. EXPERIENCE: One year customer service experience in a contact center environment and/or 2+ years financial services experience. Member relationship building experience preferred, not required. KNOWLEDGE / SKILLS: Strong oral, written and interpersonal communication skills acquired through experience in a Retail setting or through a financial background. Ability to converse, demonstrate sincere concern, and build rapport while resolving problems and offering solutions to inquiries in English and/or Spanish with callers. Must be able to multi-task and work independently. Meet performance standards commensurate to grade level with efficiency and quality. Skill testing related to product knowledge. Ability to effectively and efficiently utilize all systems required to resolve member issues related to online banking and mobile wallet troubleshooting. Ability to effectively and efficiently utilize all systems required to open new sub accounts. Ability to demonstrate good decision making and obtaining guidance for situations as needed. Knowledge of intranet/internet. Aptitude for learning a variety of computer systems and using technology to solve member issues. Ability to navigate multiple computer systems, applications, and utilize search tools to find information. Bilingual skills a plus - English/Spanish. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including a financial calculator, personal computer, facsimile machine, and telephone. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. *Our Member Service Contact Center team's operating hours are Monday through Friday 7:20am to 6:30pm and Saturday 8:30am to 5:00pm. Schedules are assigned based on business needs and are subject to change. LICENSES / CERTIFICATIONS: None THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 12/4/2025

We're Canvas Credit Union We're passionate about transforming financial services. Our members, families, and the communities we call home motivate everything we do. As part of the credit union movement, we believe in providing our members with education, support, and guidance to build strong financial futures. Canvas "It's About More" Video - YouTube (Click here - or, visit ******************************************* ) Why Canvas? At Canvas, we're dedicated to transforming financial services from the inside out. Our culture is a top priority and second to none. We strive to balance hard work and high achievement with a fun, supportive environment. At Canvas, there are 5 behaviors we live by each day that will continue to help us be known for our heart and our people: What's In It For You This is the good stuff. Take a look at what sets Canvas apart from other financial institutions: * Seriously good benefits: Beyond healthcare, dental, and life insurance, we make it so worth your while. Canvas employees get up to a 10% company contribution to their 401k, generous personal time off, and employee discounts on loans (That includes cars and houses!). The starting pay range for this position is $22.50-$29.00 hourly, and final pay rate will be determined based on experience, education, skills, and internal equity factors. Canvas benefits include: * * Medical/Dental/Vision Insurance * Paid Vacation * Paid Sick Time * Paid Holidays * Paid Wellness Day * Paid Volunteer Time * Flexible Spending Account * Health Savings Account * World Class 401(k) Plan * Tuition Reimbursement * Rate Discounts on Qualifying Loans * May be eligible for incentives or discretionary bonus based on results * You'll be a loan assets guru! You are responsible for ensuring Canvas' integrity of assets and maintaining our mission of helping members afford life. You'll also be our member's right-hand person through trying times! It's a superhero job, just without the big Lycra cape. * This dream job is a career. The Loss Mitigation experience is the foundation of a career at Canvas Credit Union. We invest in developing your skills and promote heavily from within. While we hope you stay with us until you retire, Credit Unions across the country collaborate with each other and hire from within. We are seeking candidates who possess Spanish bilingual skills for this opening. * What You'll Do The home base for this dream job is our Home Office in Lone Tree. The Loss Mitigation Representative is responsible for preserving the Credit Union's assets by controlling delinquent loan accounts, collecting delinquent loan payments and /or recovering collateral. They will promote the credit union's mission and strive to maintain positive member relations by ensuring member contacts are conducted in a professional, ethical and responsible manner. This is a fast paced, high call volume work environment where you will be connecting with our members over the phone. The following is a sneak peek into what a Loss Mitigation Representative's day looks like: * EDUCATE our members by providing information and support through trying times. * PROVIDE meaningful, careful, focused, and ethical lending solutions through active listening. * PROCESS and review Right of Offset to eligible member accounts. (Don't worry, we'll teach you everything about this.) * CONTACT delinquent members (customers) regarding their loans by phone, mail, and email; take appropriate action to bring current. * ANALYZE financial situation of delinquent borrowers; make recommendations to repossess collateral when other arrangements to bring the loan current are unsuccessful. * MAINTAIN accurate and complete files, collection notes and reports on all collection and recovery activity. * INFORM management of trends in loan underwriting contributing to delinquent/charged-off loans. * REVIEW and process Right of Offset to eligible member accounts. * ADHERE to Credit Union policies and all relevant regulations in connection with collections activity. * COMPLY with Bank Secrecy Act (BSA) and other compliance requests and requirements. Who You Are Enough about us. Here's who you are…or who you think you are, or who you really want to be: * You are delightfully off-beat: you're different and proud of it! * You are authentic and passionate about helping our Canvas team. * You enjoy learning and want a career…not just a paycheck. * You possess strong interpersonal skills and can connect with our members in a professional and calm manner. * You've won service excellence awards and earned high fives and fist bumps for your awesomeness. * You embrace change and seek new ways to serve our members and the community. * You are a go-getter and self-starter and enjoy working independently. (Don't worry, you'll have plenty of friends surrounding you.) We know you might not have every qualification we've listed. Passion and potential matter here. If you know you're right for the position, let us know. We're good at spotting talent. For Current Canvas Employees: To be considered, you must be meeting performance expectations, consistently demonstrating HEART behaviors, and must submit an up-to-date resume or update your Work History profile with your current responsibilities and accomplishments. Other Important Information You'll be asked to work a flexible schedule Monday through Friday - 40 hours per week. You'll use standard office equipment such as computers, phones, printers, copiers, and filing cabinets. The position also requires manual dexterity - the ability to lift files and flex paperclips. You may be required to stand on one leg, tap your head, and compound daily variable interest in your head. Just kidding - nobody can do that on one leg. Please note, this job posting is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required for this job. Duties, responsibilities, hybrid or remote work arrangements, and activities may change at any time. Canvas conducts pre-employment background reviews (components include criminal, employment, address, social security number, motor vehicle record, sex offender, and global sanctions). Applications for this position will be accepted through February 3, 2026. For consideration, applications must be received by 11:59 PM MST on February 3, 2026. #LI-Hybrid #INDjobs

TITLE: CONTACT CENTER MEMBER SERVICE REPRESENTATIVE IISTATUS: NON-EXEMPT REPORT TO: MSCC SUPERVISOR DEPARTMENT: MEMBER SERVICE CONTACT CENTER JOB CODE: 1104 PAY SCALE: $22.50 HOURLY GENERAL DESCRIPTION: This Member Service Representative II is an energetic and goal-oriented individual who has a passion for service excellence; providing exceptional service, utilizing effective call handling techniques to create a positive and memorable experience. The MSR II responds accurately to member inquiries by telephone in English and Spanish languages (if certified). The MSR II effectively navigates software applications and simultaneously works on multiple screens while resolving member concerns. The ideal candidate will proactively engage members to achieve their financial goals in a consultative approach as part of the solution to their inquiry. TASKS, DUTIES, FUNCTIONS: Demonstrates advanced Credit Union knowledge, ability to resolve complex issues, digital support, and escalations with minimum guidance. Learn and retain an exceptional working knowledge of products and services. Meet and achieve established performance standards commensurate to grade level, with phone efficiency and quality in a fast-paced environment. Demonstrates understanding of member needs, concerns and or frustrations and respond by demonstrating care, concern, and an appropriate sense of urgency. Demonstrate a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. • Demonstrate superior product knowledge recommending products/services to meet the member's needs. Identify, investigate, and resolve basic and complex member concerns, as well as process and complete member transactions in a timely and efficient manner. Identify and report fraudulent activity to prevent potential loss to Credit Union. Update member and Credit Union account information efficiently and accurately. Educate members on products in an effort to retain and enhance member loyalty. Maintains ownership with the majority of their calls, requiring minimal guidance from Support. Ability to de-escalate situations, looking from several points of view and applying good judgement and critical thinking to resolve the situation. Assist members with Online /Mobile Banking complex issues and Mobile Wallet set-up. Ability to open Sub shares. Complete Regulatory Training Modules as required. Model Golden 1 core values Integrity, Reliability, Service Excellence, and Inclusion. Perform other duties as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Effective oral and written communication skills required to ensure exceptional member experience. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of management and staff. EXTERNAL: Members, potential members, peers in other departments or branches. QUALIFICATIONS: EDUCATION: Successful completion of High School curriculum or GED. Some college preferred, not required. EXPERIENCE: One year customer service experience in a contact center environment and/or 2+ years financial services experience. Member relationship building experience preferred, not required. KNOWLEDGE / SKILLS: Strong oral, written and interpersonal communication skills acquired through experience in a Retail setting or through a financial background. Ability to converse, demonstrate sincere concern, and build rapport while resolving problems and offering solutions to inquiries in English and/or Spanish with callers. Must be able to multi-task and work independently. Meet performance standards commensurate to grade level with efficiency and quality. Skill testing related to product knowledge. Ability to effectively and efficiently utilize all systems required to resolve member issues related to online banking and mobile wallet troubleshooting. Ability to effectively and efficiently utilize all systems required to open new sub accounts. Ability to demonstrate good decision making and obtaining guidance for situations as needed. Knowledge of intranet/internet. Aptitude for learning a variety of computer systems and using technology to solve member issues. Ability to navigate multiple computer systems, applications, and utilize search tools to find information. Bilingual skills a plus - English/Spanish. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including a financial calculator, personal computer, facsimile machine, and telephone. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. *Our Member Service Contact Center team's operating hours are Monday through Friday 7:20am to 6:30pm and Saturday 8:30am to 5:00pm. Schedules are assigned based on business needs and are subject to change. LICENSES / CERTIFICATIONS: None THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 12/4/2025

There are 3 schedules for this position - candidates need to have availability to work any of the three shifts below: 8am-6pm (or end of call queue) Monday-Friday, Saturday 9am-1pm, 1 day off during week Tuesday-Thursday 7:50am-4:50pm Monday-Friday 8:30am-5:30pm Monday-Friday Training is fully in-office 8am-5pm Monday-Friday. We're Canvas Credit Union We're passionate about transforming financial services. Our members, families, and the communities we call home motivate everything we do. As part of the credit union movement, we believe in providing our members with education, support, and guidance to build strong financial futures. Canvas "It's About More" Video - YouTube (Click here - or, visit ******************************************* ) Why Canvas? At Canvas, we're dedicated to transforming financial services from the inside out. Our culture is a top priority and second to none. We strive to balance hard work and high achievement with a fun, supportive environment. At Canvas, there are 5 behaviors we live by each day that will continue to help us be known for our heart and our people: What's in it for you That's right. This is about you: * Seriously good benefits: Beyond healthcare, dental, and life insurance, we make it so worth your while. Canvas employees get up to a 10% company contribution to their 401k, generous personal time off, and employee discounts on loans (That includes cars and houses!). The starting pay range for this position is $19.50-$23.50 hourly, and final pay rate will be determined based on experience, education, skills, and internal equity factors. Canvas benefits include: * Medical/Dental/Vision Insurance * Paid Vacation * Paid Sick Time * Paid Holidays * Paid Wellness Day * Paid Volunteer Time * Flexible Spending Account * Health Savings Account * World Class 401(k) Plan * Tuition Reimbursement * Rate Discounts on Qualifying Loans * May be eligible for incentives or discretionary bonus based on results * This is a career: The Member Service Representative experience is the foundation of a career at Canvas Credit Union. We invest in developing your skills and promote heavily from within. While we hope you stay with us until you retire, Credit Unions across the country collaborate with each other and hire from within. * You help members afford life: At Canvas, you have the opportunity to make a difference. The joy that comes with making a member's day, and maybe helping them buy their first house or go to college, is an indescribably good feeling. * You'll be a financial services guru: You'll be a cooperative finance rock star. We'll arm you with all the knowledge you need on service, financial products, and compliance with financial regulations. This knowledge will prepare you for many, many career opportunities. What you'll do Want to see what it's like to work in Canvas' Communication Center? Click here to check out our Day in the Life video, or visit ************************************************** You'll be working in our fast-paced communications center at our corporate headquarters in Lone Tree, CO, and here's what we expect of you: * LEARN about our members and hear them and understand their situations. * EDUCATE our members on the ways we can help them afford life. * PROVIDE meaningful, careful, focused and ethical product solutions. * PROCESS transactions like transfers and payments with courtesy and consummate professionalism. * PERFORM advanced transactions like IRAs, CDs, open accounts, wire transfers, and calmly handle disputes. * GROW with us by immersing in financial industry trends, products, services and technological advances. * SHARE your knowledge on effective practices, competitive intelligence, and business opportunities. * STAND shoulder-to-shoulder with our members and your teammates over our peaks and valleys. Who You Are Here's who you are…or who you think you are, or who you really want to be: * You are AUTHENTIC and passionate about helping others. * You ENJOY LEARNING and want a career…not just a paycheck. * You UNDERSTAND FINANCIAL PRODUCTS and services, much like a Relationship Banker or Personal Banker. * You're COMFORTABLE AND CONFIDENT recommending and processing financial products like loans. * You've won SERVICE EXCELLENCE awards and earned high fives and fist bumps for your awesomeness. * You hold an informal or formal LEADERSHIP position at your current workplace. * You EMBRACE CHANGE and seek new ways to serve our members and the community. * You WORK WELL WITH OTHERS, even when things don't go as planned. * You are INNOVATIVE and thrive on challenges. * You BELIEVE you can change the world for people and are making it happen! * Multi-lingual capabilities to include Spanish highly preferred. We know you might not have every qualification we've listed. Passion and potential matter here. If you know you're right for the position, let us know. We're good at spotting talent. For Current Canvas Employees: To be considered, you must be meeting performance expectations, consistently demonstrating HEART behaviors, and must submit an up-to-date resume or update your Work History profile with your current responsibilities and accomplishments. Canvas conducts pre-employment background reviews (components include criminal, employment, address, social security number, motor vehicle record, sex offender, and global sanctions). Other Important Information You'll be asked to work a flexible schedule Monday thru Saturday - 40 hours per week. You'll use standard office equipment such as computers, phones, printers, copiers, fax machines, and filing cabinets. The position also requires manual dexterity, the ability to lift files, and flex paperclips. You may be required to bend, stoop, or stand on one leg while multiplying fractions and compounding daily, variable interest in your head. Just kidding - nobody can do that on one leg. Please note, this job posting is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required for this job. Duties, responsibilities, hybrid or remote work arrangements, and activities may change at any time. Applications accepted on an ongoing basis. #LI-Hybrid