Coasthills Credit Union jobs - 54 jobs

Reporting to the EVP/Chief Operating Officer, the Senior Vice President Technology is a strategic working manager of Information Technology (IT) at CoastHills. This role is responsible for defining and executing an enterprise-wide technology vision that accelerates CoastHills' growth, deepens member engagement, and maintains exemplary security and regulatory compliance while implementing resource efficiencies. Primary areas of oversight include network and network security, system administration, IT Help Desk, “Core” (currently Jack Henry Symitar EASE), software development, technology change management, SVP Technology leads all aspects of information technology, cybersecurity, AI/automation, and innovation while ensuring continuous, secure operation of critical systems and will work with others involved in the oversight of the Credit Union's Information Security Program. This role serves key constituencies of members, employees, external partners/vendors, executive leadership, and volunteers, with significant involvement with auditors and regulatory examiners The SVP Technology is the primary technology advisor to the President/CEO and Board, delivering strategic roadmaps, risk assessments, and analysis on multi-year technology investments. The position drives technology and cloud modernization, AI-enabled automation, strong infrastructure and cybersecurity to enhance member experience and operational efficiency while maintaining rigorous adherence to FFIEC, NCUA, GLBA, CCPA/CPRA, and emerging regulatory requirements. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs. SVP Technology Role: Serve as the strategic technology leader and member of the senior executive team; develop and maintain a rolling 3-5-year technology roadmap that supports growth, efficiency, and market competitiveness. Oversees all technology-related audits, partners with external audit firms, and ensures full compliance with NCUA, FFIEC, and other regulatory requirements. Facilitates NCUA Information Security/Technology examinations, IT primary contact and lead in the annual information security audit and periodic testing, drives timely resolution of all audit and examination findings, and proactively aligns people, processes, and technology with industry best practices and regulatory expectations. Directly or through subordinates, plans, directs, organizes, and controls existing technology, technology deployments, requirements, vendor integrations, member technology interactions, security, network communications and access. Maintains and improves the organization's internal technology processes as a way of maximizing company productivity and making complex tasks more achievable through automation. Ensures that technological functionality supports the overall strategic vision of the President/CEO and Board. Key member of the Information Security Committee, Business Continuity Team, Incident Response Team, Project Management Steering Committee, and the senior leadership team. Assigns members of the SVP Technology's team to participate in committees the Technology department supports. Develop annual technology budgets, manage capital and OpEx allocation, and deliver clear business case justification for expense requests to executive leadership and, as applicable, to the Board. Oversee vendor management of IT vendors, including due diligence, contract negotiation, SLA enforcement, vendor consolidation, and continuous risk tiering. Conduct SOC and security reviews of all Credit Union Critical and High-Risk vendors. Evaluate emerging industry trends, technologies, and software solutions for effectiveness and applicability; recommend improvements to enhance performance, security, and efficiency. Continuously research technological developments and assess their potential impact on the Credit Union's ability to maintain secure, uninterrupted operation of critical systems. Stay informed of changes in laws and regulations affecting technology use and ensure ongoing compliance. Collaborates on data security and privacy issues with SVP Chief Risk Officer. Shares ownership of privacy needs. Responsible for supporting the Information Security Officer in Incident Response Team efforts. Build, mentor, and retain a high-performing technology organization that embraces continuous learning, and member-centric culture. Ensure that documentation of Credit Union's core data processing, networks, and communication systems are maintained and updated with the latest software to support the Credit Union's strategies and tactical operations. Identifies changes in technology as well as new vendor offerings in the marketplace and brings them to the disciplines to evaluate for potential adoption. Direct IT disaster recovery and business continuity planning, including annual tabletop exercises and testing, to ensure rapid restoration of critical systems. Oversee implementation and validation of robust backup strategies to safeguard data during disasters or contingencies. Establish controls and processes that enable prompt resumption of business operations. SUPERVISORY FUNCTIONS Effectively directs and supervises assigned employees, ensuring optimal performance. Carries out supervisory responsibilities in accordance with Credit Union policies and applicable laws. Supervisory duties include, but are not limited to, employee selection, training, coaching and discipline. Verifies employee time records and employee performance. Motivates, coaches, and evaluates assigned employees' performance. Establishes an environment that promotes teamwork and eliminates barriers to effectively working within the Department and across the Credit Union organizational structure. Regularly schedules and conducts Department meetings to keep employees current on Credit Union goals, promotions, products, services, and activities. Encourages participation and open communication. QUALIFICATIONS The requirements listed below are representative of the knowledge, skill, and/or ability required. Education and Experience Bachelor's degree in computer science, information systems, business, or related field. 7+ years of progressive technology leadership experience with at least 4 years in a senior leadership role (VP or above) within a financial institution ≥ $1 billion in assets (bank or credit union). The successful candidate will have a proven ability to collaborate effectively across departments, foster a member-centric and service-oriented culture within IT, and ensure technology consistently enables the Credit Union's strategic and operational objectives. They must possess a deep understanding of how all functions serve members and lead the IT team in delivering reliable, proactive support to every area of the organization. Certificates, Licenses and Registrations Preferred examples include CISA, CISM, PMP, and/or others. Knowledge Ability to align with the CU strategic plan and integrate complex resources in a fast-paced, agile format. Strong command of data governance, analytics, and AI/Machine Learning applications in financial services. Understanding of cloud platforms, especially M365 and Azure, and modern security frameworks. Supervisory Skills and Abilities Develops, encourages, and leads by example in cooperation and teamwork among employees. Skilled in directing, coaching, motivating, delegating, evaluating, and counseling assigned employees. Demonstrated respect and professionalism in internal and external communication and interpersonal conduct related to CoastHills. Proven experience in leading people. Demonstrated success aligning technology investments with measurable business outcomes (member growth, efficiency gains, risk reduction). Other Skills and Abilities Operates a variety of office equipment and machines. Ability to travel, attend, and participate in meetings, seminars, and conferences held before and after normal business hours that may require unaccompanied long-distance travel and overnight lodging Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the essential functions of this job, the employee: Occasionally (up to 3 hours per workday) Frequently (3 - 6 hours per workday) Regularly (more than 6 hours per workday) Sits X Stands X Walks X Bends neck or waist X Twists neck or waist X Stoops or kneels X Uses hands to finger, handle or grasp X Repetitively uses fingers X Reaches, pulls or pushes below shoulder level X Reaches, pulls or pushes above shoulder level X Lifts and carries 11 to 25 pounds Up to 10 pounds Talks X Hears X Sees X Drives a vehicle X Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Working Condition: The worker is not substantially exposed to adverse environmental conditions. Mobility Moderate Noise Level Moderate AFFIRMATIVE ACTION/EEO STATEMENT: CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law. For our EEO Policy Statement, please click here. If you'd like more information on your EEO rights under the law, please click here.

Who Are We?With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1. 3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Senior Loan Processor for our Golden Gate Branch in San Francisco. The PositionThe Senior Real Estate Loan Processor is responsible for delivering an exceptional member experience while processing conventional and non-conventional mortgage loans and lines of credit. This includes all major functions during the loan process including file preparation for underwriting submission, document preparation, tracking and scanning. The position requires data input into the loan origination system from loan origination through final loan approval. The Senior Real Estate Loan Processor communicates on loan status to members, vendors, and any parties involved with the transaction. The Senior Real Estate Loan Processor must be registered and NMLS compliant. Essential Functions and Responsibilities · Prepares the data and supporting documents to support an underwriter's loan decision on real estate files on the Loan Origination System from application through final loan approval. · Ensures timely ordering and accuracy of all loan documents and data input from such data sources as credit reports, flood certificates, preliminary title reports, homeowners' insurance, income documentation, and appraisal reports. · Seeks out outstanding conditions and sets proper expectations for those conditions to ensure timely loan closing. · Identifies and escalates potential problems or delays to underwriters and/or managers. · Communicates clearly and concisely with loan originators, underwriters, and closers. · Performs other duties as assigned Who Are You?Requirements, Skills, and Abilities· Requires an associate's degree (AA) with a minimum of four (4) years' mortgage lending experience and customer service. · Current knowledge of Federal and State laws and regulations to ensure compliance with FHLMC, FNMA, correspondent lenders, and regulators. · Strong verbal and written communication skills with demonstrated ability to communicate professionally. · In depth knowledge of lending compliance, credit risk analysis, and pricing. · Ability to work on own, and in a team environment. · ICE/Encompass knowledge preferred. · Demonstrated analytical and critical thinking skills with the ability to complete multiple competing tasks at the same time, while meeting established expectations. · Strong computer skills, including Windows, Word, Excel, Outlook, Microsoft Office Suite. · Must possess strong problem-solving skills and ability to identify and resolve problems and issues and also identify opportunities that can enable members to secure their financial vision. Why You'll Love It HereYou'll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions. No two days will be the same-and that's exactly how you like it. The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement. SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Who Are We?With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Universal Banker for our Burlingame Branch in San Francisco.Universal Banker serves as the liaison between the member and the Credit Union. He or she provides Uncommonly Good Service and deepens relationships with each and every member. The incumbent also provides a variety of transactional services over all delivery channels as well as provides information on a full range of credit union products and services.Duties and responsibilities include the following: Provide excellent service to all Members, volunteers, internal and external partners. Actively participate in branch, departmental and organizational meetings. Safeguard member and organization information and ensure confidentiality by following established policy and procedures. Effectively convey and receive information both verbally and in writing. Perform teller transactions efficiently and reconcile all cash entities routinely. Research member questions, problems and/or feedback and respond with accurate information. Cross-sell and match the appropriate SFFedCU products and services to meet the member's financial needs. Obtain information from member to complete membership and loan application/funding; examine and collect proper documentation. Perform file maintenance on all types of accounts and member profiles. Assist and conduct operational audits. Who Are You? High school diploma or equivalent plus one year minimum of banking or cash handling experience. Ability to effectively multi-task. Must have excellent customer service and communication skills. Ability to calculate figures and amounts. Proficiency in using cash handling machines and a working knowledge of business software programs (MS Windows and MS Office). Availability to work Saturdays, holidays and overtime as needed. Why You'll Love It Here You'll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions. No two days will be the same-and that's exactly how you like it. The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement.SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law.Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Who Are We?With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Branch Supervisor for our Golden Gate Branch in San Francisco.The PositionThe Branch Float Assistant Manager serves as the liaison between the member and the Credit Union. He or she provides Uncommonly Good Service and deepens relationships with each and every member. The Branch Float Assistant Manager will assist in training and developing of staff, provide input for performance reviews, process and complete various reports, as well as ensure high level of quality of work by staff members. The incumbent also provides staff support for a variety of delivery channels such as back office and front-line transactions review/approval, loan processing, new accounts, member issues review and resolution.All employees of SFFedCU are proactive, results driven and fully committed to the Credit Union's mission and vision by striving to achieve the highest standards of excellence and consistently exceeding the expectations of member, team and community experiences. They are also enthusiastic and willing ambassadors of the Credit Union through participation in Community Share projects and initiatives.ResponsibilitiesMember Focus: Experience, Products and Services Displays high energy and engagement while enhancing member satisfaction; Consistently evaluates members' needs and offers the appropriate products and services to enhance member relationships and foster member loyalty. Empowers and supports staff to achieve results in a timely manner to exceed member expectations by actively collaborating in research efforts to identify causes of complex member issues, over-deliver on commitments for problem resolutions and provide necessary updates and information to members. Partners by accurately processing, or helping staff to process, all member requests, Shared Branch transactions, teller transactions such as deposits, back-office transactions, record retention, imaging, as well as Returned Items in a timely manner Consistently cross-sells all other credit union products and services while displaying a comprehensive understanding of all product features/benefits, as well as exercising the ability to neutralize the competition through applying market and industry knowledge. Team Dynamics / Leadership Assists Branch Manager in delivering effective and constructive coaching sessions to Branch Services Staff on an as needed basis. Exercises an excellent ability to provide support for all team members and the ability to provide prompt, effective, and prudent resolutions to internal conflicts and performance issues.; Promptly involves necessary parties in reaching these resolutions when a need for counselling arises. Ensures that each team member reaches a high performing potential and ensures that the team as a whole is set up to succeed in achieving goals by coaching training and motivating staff to provide Uncommonly Good Banking. Builds rapport and strong relationships with coworkers and various stakeholders within the organization, instituting flexible/open-minded communication skills. Dependability and Productivity Maintains exemplary attendance/punctuality records. Leads by example in providing as needed support with opening and closing duties, taking on Vault Teller functions and efficiently working with high volumes of cash, such as processing various teller transactions, balancing cash drawer, Vault and ATM. Displays self-motivation and commitment to self-improvement by developing strategies and new ideas to aid in business development and succeeds in engaging staff in these initiatives. Meets all commitments by agreed upon deadlines or renegotiates deadlines in a timely manner. Works in an engaged and energetic manner while promoting this and high level of accountability within team settings. Consistently meets/exceeds assigned sales goals; proactively collaborates with management to seek improvement in ability to reach goals when needed. Consistently and professionally interviews, processes and funds consumer loan requests as well as makes rational recommendations to the Consumer Lending team. Quality Assurance and Regulatory Compliance Pays fanatical attention to detail and accuracy, commits to excellence, establishes and fosters a culture for continuous improvement, takes ownership of quality assurance opportunities and seeks to enhance experiences by providing constructive and positive feedback to staff. Always complies with appropriate legal, regulatory, internal control and quality standard requirements of the Credit Union. Who are you? Must possess and consistently deliver strong customer service and sales skills. Ability to be well organized, team-player, motivated and flexible with working hours. Possess and demonstrate the ability to maintain organized and accurate records. Display proficiency with Microsoft Office software programs. Possess excellent oral and written communication skills. Able to work Saturdays, holidays and overtime as needed. Complies with appropriate legal, regulatory, internal control and quality standard requirements of the Credit Union including the Bank Secrecy Act A minimum of three (3) years of related experience and/or training; or equivalent combination of education and experience in a financial institution. Why Join Us?The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement.SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law.Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Under the general supervision of the Facilities Operations Manager, and management of the F/AVP Facilities Management (referred to herein collectively as “Supervisor/Manager”), the Facilities Maintenance Technician 2 assists in administering the day-to-day operations of CoastHills' facilities, physical building safety and security. Ensures the safety and security of members, employees, and others on-site at CoastHills facilities. Assists in the oversight of system operations. In coordination with the Supervisor/Manager ensures that all structures, renovation projects or additions comply with safety, health and environmental regulations and laws. Monitors and maintains the buildings, grounds and workflow for safety and security. Oversees the work of contract custodial workers, grounds keepers and other maintenance staff. Plans projects as needed from conception to implementation. Performs all tasks according to the department's strategic goals. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all duties, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs. Assists the Supervisor/Manager with system operations, including system design, maintenance, and updates. Acts as lead on Facilities projects within scope of the position, managing resources and scheduling. Assists Supervisor/Manager in ensuring that the facilities are a safe, efficient, and inviting environment. Assists the Supervisor/Manager with building maintenance, as well as the surrounding grounds. Coordinates and directs select contractors and vendors associated with the upkeep and supply of Facilities. Assists with building security functions, including camera operation, code access, safety inspections, and facility inspections. Assists with the F/AVP Facilities Management "Safety Officer" function; ensures compliance with federal, state, and local regulations, including ADA and OSHA. Partners with team as needed to design or plan workspace environments. Oversees environmental factors, both internal and external, in coordination with safety laws and compliance. Maintains the upkeep and inventory of building and office equipment; assists with the assembly of select equipment and furniture as needed. Keeps track of costs and invoices as assigned. Coordinates repairs and maintenance of all Facilities systems such as HVAC, plumbing, power, sewer, signage, and lighting. Assists Supervisor/Manager with the installation and maintenance of critical branch equipment, including banking equipment and furniture. Performs select building systems inspection, maintenance, and records management. Assists both the F/VP Property Management and F/AVP Facilities Management with business priority projects. Manages the off-site storage and destruction of the Credit Union's document storage program. Coordinates and schedules work submitted to Facilities through the internal help-desk system. Assists with providing newly hired employees with workspace, furniture, and supplies. Maintains fleet vehicles including cleaning and routine maintenance. Maintains effective communication with branches, departments, and Leadership team on projects. Manages departmental practices, procedures, and policies. Performs duties as assigned by management and may be assigned to work at any location. QUALIFICATIONS The qualifications listed below are representative of the knowledge, skill and/or ability required to perform the essential functions of this position. Education and Experience Two years college or specialized training in various facilities related skills preferred. Three to five years' experience in facilities management preferred. Mechanical experience and/or familiarity with building operations required. Project management experience desired. Previous credit union experience desired. Possession of a valid driver's license and proof of personal vehicle insurance. Possession of, or working towards goal of acquiring, an FMP credential through International Facility Management Association (IFMA). Knowledge Building operation and maintenance. Generally accepted building practices. Building security/access systems. Computer system/software to effectively perform job. Set-up of computer workstations. Working knowledge of power tools, hand tools and equipment. Other Skills and Abilities Operates a variety of office equipment and machines, as well as an automobile. Ability to travel, attend, and participate in meetings, seminars, and conferences held after normal business hours that may require unaccompanied long-distance travel and overnight lodging. Ability to work early mornings, evenings, weekends as required. PHYSICAL REQUIREMENTS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Occasionally (up to 3 hours per workday) Frequently (3-6 hours per workday) Regularly (more than 6 hours per workday) Sits X Stands X Walks X Bends neck or waist X Twists neck or waist X Stoops or kneels X Uses hands to finger, handle or grasp X Repetitively uses fingers X Reaches, pulls or pushes below shoulder level X Reaches, pulls or pushes above shoulder level X Lifts and carries 26 to 75 pounds 11 to 25 pounds Up to 10 pounds Talks X Hears X Sees X Drives a vehicle X WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Working Condition: The worker is not substantially exposed to adverse environmental conditions. Mobility High Noise Level Moderate Hazardous (including exposure to cold, heat, inclement weather) Moderate AFFIRMATIVE ACTION/EEO STATEMENT: CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law. For our EEO Policy Statement, please click here. If you'd like more information on your EEO rights under the law, please click here.

Who Are We?San Francisco Federal Credit Union is a reputable financial institution dedicated to providing excellent services and support to our members. With a commitment to integrity and innovation, we strive to meet the diverse financial needs of our community. With an "A" health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000, with assets surpassing $1. 3 billion and branches located in San Francisco and San Mateo County. Continuing along its highly successful growth trajectory, SFFedCU is seeking a 100% on-site Member Care Representative. The PositionThe Member Care Representative provides quality service while answering incoming telephone calls and conducting outbound calls. This person will effectively resolve inquiries, conduct transactions like transferring funds between accounts and/or loans, stop payments, close and re-order cards, evaluate related transactions for risk, assist with online and mobile banking as well as bill-pay services. The representative will enhance member relationships by identifying products and services that would be beneficial to them such as loans and other services. This will be achieved by answering questions and concerns that are presented. This role will also be expected to follow and achieve personal and departmental goals (KPI's) on a monthly, quarterly, and yearly basis. Who Are You?The Member Care Representative must have a one-year minimum of banking and call center experience as well as a High School diploma or equivalent. You should have excellent customer service, solid problem solving, and strong interpersonal skills. You should also have a working knowledge of Microsoft Office software programs. You strive to consistently exceed the expectations of the member in all interactions. Bilingual (Spanish) ability is preferred but not required. Why Join Us?The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) contributions, profit sharing, a competitive base, bi-annual bonuses as well as tuition reimbursement. SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history of cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Under the direction of the FVP Senior Credit Manager, the Senior Commercial Underwriter is responsible for providing financial, credit, and trend analysis for the delivery of the Credit Union's credit products and services to business clients and prospects. Keeps apprised of industry related, political, and regulatory issues to determine their impact on specific industries or clients. Structures and evaluates credit requests. Is responsible for determining the credit worthiness of borrowers and recommending credit decisions. Performs all duties in accordance with the Credit Union's policies and procedures, as well as all state and federal laws and regulations. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs. Performs independent credit analysis and risk assessment of new and existing credit requests. Including, but not limited to, preparing analysis of financial statements for businesses from quality of earnings reports, financial projections, and audited statements. Should be very well-versed in modeling income statements, balance sheets and cash flow over multiple years and be able to perform a downside and break-even projection analysis with limited input. Interfaces with other Credit Union employees to ensure loan applications are completed and identifies documents that are missing or that require verification and/or clarification. Coordinates the ordering of reports and reviewing the same for acceptability, including but not limited to OFAC reports, flood certifications, title policies, and collateral information, which includes appraisal inquiries, UCC Searches, environmental due diligence and more. Effectively performs credit analyses, evaluates applications and eligibility determination, and develops financial forecasts of various borrowing entities and key principals. Follows CHCU loan policy and regulatory guidelines; structures and underwrites loans; and makes recommendations to the appropriate level of credit authority. Evaluates risk and mitigating factors. Analyzes data for identification of financial trends, transactions or events which would have a bearing on the future operations and financial health of the applicant. Analyzes personal and corporate financial statements to create an accurate profile of the creditworthiness of the client. Determines if applicant's financial position can support the proposed debt. Keeps informed of changes in economic or market conditions that might affect credit risk. Prepares comprehensive credit presentations for approval by the appropriate credit authority. Seeks counsel from FVP Sr. Credit Manager when unusual underwriting situations occur. Records loan approvals, counter offers, and loan denials as specified within Credit Union guidelines. Ensures and coordinates the proper assembly of documents in loan files, including acceptances or denials in accordance with Credit Union guidelines. Responsible for the ordering of loan documents. Responsible for the review of loan documents prepared by the Business Services staff for accuracy and completion in accordance with the approved loan presentation and Credit Union guidelines. Updates and maintains loan production log. Performs annual reviews and financial analysis, as well as monitoring of loan covenants. Identifies opportunities to refer members or potential members to other departments offering solutions to their financial planning, loan, or savings account needs. Fully complies with all applicable laws and regulations as well as internal policies and procedures. Maintains excellent inter-departmental relationships to ensure outstanding service to internal and external members. Regularly attends and participates in in-house training. Performs duties as assigned by management and may be assigned to work at any location. QUALIFICATIONS The qualifications listed below are representative of the knowledge, skill and/or ability required to perform the essential functions of this position. Education and Experience Bachelor's degree in Business, Finance, or Accounting or equivalent combination of training and experience. Four or more years business banking experience. Three or more years business loan underwriting experience. SBA loan underwriting experience highly desirable. Experience with regulatory exam process, as well as responses to findings preferred. Formal credit training preferred. Knowledge Credit Union products, services, programs, and promotions. Proficient in MS Office. Commercial lending best practices. USDA and SBA loan programs and procedures. Strong knowledge of credit, accounting, and financial analysis. Thorough understanding of applicable regulations. Knowledge of commercial credit analysis software desirable. Other Skills and Abilities Operates a variety of office equipment and machines. Travels, attends, and participates in meetings, seminars, and conferences held before and after normal business hours that may require unaccompanied long-distance travel and overnight lodging. Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the essential functions of this job, the employee: Occasionally (up to 3 hours per workday) Frequently (3 - 6 hours per workday) Regularly (more than 6 hours per workday) Sits X Stands X Walks X Bends neck or waist X Twists neck or waist X Stoops or kneels X Uses hands to finger, handle or grasp X Repetitively uses fingers X Reaches, pulls or pushes below shoulder level X Reaches, pulls or pushes above shoulder level X Lifts and carries 11 to 25 pounds Up to 10 pounds Talks X Hears X Sees X Drives a vehicle X Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Working Condition: The worker is not substantially exposed to adverse environmental conditions. Mobility Moderate Noise Level Moderate AFFIRMATIVE ACTION/EEO STATEMENT: CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law. For our EEO Policy Statement, please click here. If you'd like more information on your EEO rights under the law, please click here.

Under the general supervision of the Branch Manager, the Member Services Officer 3 - Relationship Specialist identifies the financial needs of Credit Union members and effectively cross-sells products, services, and solutions. Responsible for performing a wide variety of loan and deposit-based functions. Researches, analyzes, and resolves a broad range of complex customer issues. Provides a high level of responsiveness to member inquiries by phone, email, or in person. Promotes and maintains a positive image of the Credit Union. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs. Prepares and processes loan-related transaction requests, in person or by telephone. Actively explains, promotes and cross-sells Credit Union services, products, programs, and investment opportunities. Resolves errors, member problems and/or complaints in a timely manner. Accurately operates a variety of office equipment and machines. Opens new membership and share accounts, and cross-sells products as appropriate. Thoroughly understands features and benefits of GAP (Guaranteed Asset Protection), MBI (Mechanical Breakdown Insurance) and Debit Cancellation (Life, Unemployment, Disability). Promotes, quotes, and sells to penetration levels set forth by Credit Union. Assists members in identifying loan and deposit products and follows appropriate procedures. Performs advanced problem resolution and account adjustments. Promotes, quotes, and sells GAP (Guaranteed Asset Protection), MBI (Mechanical Breakdown Insurance), and Debt Cancellation (Life, Unemployment, Disability) during the loan application and funding process to penetration levels set forth by Credit Union. Performs duties as a Membership Officer as prescribed under Policy 1150 of the Credit Union Policy Manual. Maintains current job knowledge of Credit Union policies, procedures, and services. Makes outbound calls to initiate and process new loan and deposit products from new and existing members. Reviews credit reports to identify opportunities and cross-sell additional loan and ancillary products. Assists in coaching and development of other branch employees. Performs MSO 1, MSO 2, and MSO 3 - Operations Specialist duties as needed. Performs duties as assigned by management and may be assigned to work at any branch. QUALIFICATIONS The requirements listed below are representative of the knowledge, skill, and/or ability required. Education and Experience High school diploma or equivalent. Two years of progressive sales and cross-selling experience in a financial or retail environment. Certificates, Licenses and Registrations None. Knowledge Within six months of hire: Successful completion of core competencies certification. Successful completion of Member Services Officer 2 certification. Knowledge of consumer loans, including processing and funding. Successful completion of Member Services Officer 3 certification. Knowledge of Credit Union products and services. Proficiency in MS Office (especially Word) highly desirable. Other Skills and Abilities Operates a variety of office equipment and machines. Ability to travel, attend, and participate in training and meetings at various locations. AFFIRMATIVE ACTION/EEO STATEMENT: CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law. For our EEO Policy Statement, please click here. If you'd like more information on your EEO rights under the law, please click here.

The Deputy BSA Officer assists the BSA officer with the management and administration of the BSA Program. The Deputy BSA Officer is responsible for developing, enhancing, and optimizing processes and procedures pertaining to the Bank Secrecy Act, USA Patriot Act, anti-money laundering, OFAC, and the credit union's Member Identification Program using industry standard and regulatory guidance to ensure compliance. This position is responsible for compiling various reports and performs various quality control reviews pertaining to the BSA Program and department work products and assists in the development and delivery of related trainings to both BSA and general credit union staff. The Deputy BSA Officer assists in the supervision, guidance, and performance management of BSA staff, participates in cross-functional relationships within the Credit Union to provide optimum internal support, and is a key participant in achievement of the Credit Union's goals and objectives. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all duties, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs. Assist the BSA Officer in: Development, implementation, and updating of the credit unions BSA Program including compliance, operational logistics, procedures, training, internal controls, risk assessments, and administrative oversite. Preparing for and participating in regulatory BSA examinations independent audits, and various internal reporting requirements. Researching and responding to regulatory and supervisory requested information from regulators, as well as FinCEN, OFAC, and other government agencies. Directly Responsible for: Daily supervision and review of various reports, logs, BSA investigations, alert responses, and other work generated by the BSA Analysts to ensure quality and accuracy. Developing, updating, and administering BSA/AM/OFAC related staff trainings. Providing operational and strategic support and guidance to BSA and credit union staff. Overseeing the timely filing of required reports like Suspicious Activity Reports (SARs) and Currency Transaction Reports (CTRs). Oversee customer due diligence and enhanced due diligence and determine proper risk ratings for consumer and business account members ensuring risk ratings are performed on all new members in a timely manner. Analyzing monitoring system alert threshold and performance to maintain optimal efficacy. Reviewing, approving, and submitting SAR reports delivered by the BSA and Fraud departments. Administering and executing the credit unions 314(a) and 314(b) Information Sharing Program. Regularly attends and participates in in-house training. Performs duties as assigned by management and may be assigned to work at any location SUPERVISORY FUNCTIONS Supervise and mentor junior BSA/AML staff, providing guidance on investigations, compliance processes, and regulatory issues. Supervise and review the daily work of the BSA/AML team, including transaction monitoring, investigation of suspicious activity, and the preparation of reports. Assist in managing the department's workflow and performance goals, and the development and oversite of departmental KPIs. Collaborate with the BSA Officer and other compliance team members to review and update BSA/AML policies and procedures in response to regulatory changes, emerging risks, or operational needs. Analyze and recommend monitoring model changes, including updates to scenarios, thresholds, segmentation, or logic to maintain optimal efficacy. Own and update model documentation, including model development documentation, and model governance artifacts. QUALIFICATIONS The requirements listed below are representative of the knowledge. skill, and/or ability required. Education and Experience Minimum five years' experience with BSA, including at least three years' operating within a supervisory capacity. Demonstrated management/administration of contracts to include complex, high value procurements. Expertise in database utilization. Certificates, Licenses and Registrations Certified Anti-Money Laundering Specialist, CAMS designation preferred. Certified Fraud Examiner (CFE) or other Financial Crimes / Risk Related Professional Certification. Knowledge Working knowledge of federal and state anti-money laundering compliance statutes and regulations. Ability to read and interpret statutes and regulations. Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to communicate effectively verbally and in writing. Supervisory Skills and Abilities Develops and encourages cooperation and teamwork among employees. Possesses skills in directing, coaching, motivating, delegating, evaluating, and counseling assigned employees. Knowledge and experience in promoting teamwork and eliminating barriers to effectively working within the Department and across the Credit Union organizational structure. Skills and Abilities Strong analytical, problem solving and organizational skills. Advanced proficiency with Microsoft Office applications. Ability to identify gaps and risk exposure in control processes. Ability to communicate effectively verbally and in writing. Strong written and verbal communication skills. Ability to travel, attend, and participate in meetings, seminars, and conferences held before and after normal business hours that may require unaccompanied long-distance travel and overnight lodging. Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the essential functions of this job, the employee: Occasionally (up to 3 hours per workday) Frequently (3 - 6 hours per workday) Regularly (more than 6 hours per workday) Sits X Stands X Walks X Bends neck or waist X Twists neck or waist X Stoops or kneels X Uses hands to finger, handle or grasp X Repetitively uses fingers X Reaches, pulls or pushes below shoulder level X Reaches, pulls or pushes above shoulder level X Lifts and carries 11 to 25 pounds Up to 10 pounds Talks X Hears X Sees X Drives a vehicle X Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Working Condition: The worker is not substantially exposed to adverse environmental conditions. Mobility Moderate Noise Level Moderate AFFIRMATIVE ACTION/EEO STATEMENT: CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law. For our EEO Policy Statement, please click here . If you'd like more information on your EEO rights under the law, please click here .

ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all duties, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs. Under the direction of the Member Services Manager, plans, manages, directs, organizes and controls the operational activities and employees of the Call Center, including cross-selling, member service, quality, safety and security control. Assists the Member Services Manager in overseeing the duties and functions of the Call Center employees and assumes the responsibilities of the Member Services Manager when made necessary by absence. Supports the Member Services Manager by ensuring business objectives are attained and member service delivery is professional and efficient. Ensures systems are utilized to their fullest potential. Monitors inbound calls to observe employee performance, demeanor, technical accuracy, sales and service efforts, and adherence to Credit Union policies and procedures. Responsible for achieving Call Center sales goals as established by Member Services and Support Manager and VP Branch Experience. Establishes and monitors employee sales and production goals. Monitors and observes employee performance, including technical accuracy, sales and service efforts, and conformation to policies and procedures. Assists the Member Services Manager in providing leadership to and professional development of Call Center employees to ensure optimal member service. Maintains teamwork and morale among employees. Monitors and reviews employee and inbound call queue performance. Monitors and manages service standard results daily, weekly and monthly. Reviews employee activities and works with Member Services Manager to formulate recommendations for improvement. Answers questions and recommends corrective actions to address member concerns. Aids on complex inquiries, transactions and problem resolution, supervisor calls and approvals beyond employee limits. Maintains the ability to process and fund loans of all types as well as cross-sell all Credit Union products and services. Reviews Call Center activities and works with Member Services Manager to formulate recommendations concerning important policies and services. Works with Member Services Manager as liaison between contracted partners and Credit Union to ensure processes are in place to better serve members. Works with Credit Union partners and vendors to ensure expenses are in accordance with budget. Participates in project implementation, including leading and participating in business priority projects. Works with Member Services Manager to ensure compliance with Credit Union operating policies and procedures. Prepares Call Center schedule, ensuring that breaks and meals are taken to optimize staffing levels. Adjusts staffing models as needed based on service levels, anticipated events, special promotions and transaction volume. Consistently coaches and reviews sales activities of Member Services Officers in all categories. Conducts role-playing with MSOs who need improvement in sales goals. SUPERVISORY FUNCTIONS Effectively directs and supervises assigned employees, ensuring optimal performance. Carries out supervisory responsibilities in accordance with Credit Union policies and applicable laws. Supervisory duties include, but are not limited to, employee selection, training, coaching and discipline. Verifies employee time records and employee performance. Motivates, coaches and evaluates assigned employees' performance. Establishes an environment that promotes teamwork and eliminates barriers to effectively working within the Call Center and across the Credit Union organizational structure. Regularly schedules and conducts Department meetings to keep employees current on Credit Union goals, promotions, products, services, and activities. Encourages participation and open communication. QUALIFICATIONS The qualifications listed below are representative of the knowledge, skill and/or ability required to perform the essential functions of this position. Education and Experience High School diploma or GED, or an equivalent combination of education and experience. Knowledge of operational activities and practices in a financial institution. Five or more years of increasingly responsible experience in a supervisory role within a financial institution, or other related managerial experience. Certificates, Licenses and Registrations California State Notary license (or ability to obtain one). Knowledge Call Center operations, practices, laws and regulations. Credit Union products, services, programs and promotions. Microsoft Word, Excel, Outlook. Supervisory Skills and Abilities Develops and encourages cooperation and teamwork among employees. Possesses skills in directing, coaching, motivating, delegating, evaluating, and counseling assigned employees. Knowledge and experience in promoting teamwork and eliminating barriers to effectively working within the Department and across the Credit Union organizational structure. Other Skills and Abilities Operates a variety of office equipment and machines. Travels, attends, and participates in meetings, seminars, and conferences held before and after normal business hours that may require unaccompanied long-distance travel and overnight lodging. Ability to work a variety of hours, including evenings and weekends. Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the essential functions of this job, the employee: Occasionally (up to 3 hours per workday) Frequently (3 - 6 hours per workday) Regularly (more than 6 hours per workday) Sits X Stands X Walks X Bends neck or waist X Twists neck or waist X Stoops or kneels X Uses hands to finger, handle or grasp X Repetitively uses fingers X Reaches, pulls or pushes below shoulder level X Reaches, pulls or pushes above shoulder level X Lifts and carries 11 to 25 pounds Up to 10 pounds Talks X Hears X Sees X Drives a vehicle X Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Working Condition The worker is not substantially exposed to adverse environmental conditions. Mobility Moderate Noise Level Moderate AFFIRMATIVE ACTION/EEO STATEMENT: It is the policy of CoastHills to provide equal employment opportunities without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. CoastHills conforms to the spirit as well as to the letter of all applicable laws and regulations. This policy relates to all phases of employment, including, but not limited to, recruiting, employment, placement, promotion, transfer, demotion, reduction of workforce and termination, rates of pay or other forms of compensation, selection for training, the use of all facilities, and participation in all company-sponsored employee activities. Provisions in applicable laws providing for bona fide occupational qualifications, business necessity or age limitations will be adhered to by CoastHills where appropriate.

Under the general supervision of the AVP Business Services, the Business Treasury Services Specialist is responsible for a variety of functions that provide support to the business deposit products and services (accounts, online banking and relationship pricing) as well as all business ancillary products (RDC, ACH, Merchant and Payroll Services). ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs. Provides direct operational support to the AVP Business Services, including but not limited to document preparation and onboarding of new business accounts and other ancillary business products. Performs file maintenance on business accounts and other ancillary business products. Creates, prepares and maintains a variety of records and reports. Provides support to new and current business members with service requests and technical assistance related to treasury services products. Provides internal support with service requests and technical assistance related to treasury services products. Performs periodic review (quality control) of business accounts onboarded at the branch level. Completes all necessary month-end reports and submits to management as required. Maintains a working knowledge of procedures and policies, as well as business formation documentation. Maintains current job knowledge of Credit Union policies, procedures, and services. Uses cross-selling techniques to promote other Credit Union services. Regularly attends and participates in in-house training. Performs duties as assigned by management and may be assigned to work at any location. SUPERVISORY FUNCTIONS None. QUALIFICATIONS The requirements listed below are representative of the knowledge, skill, and/or ability required. Education and Experience Associate degree or an equivalent combination of education and experience. Three or more years of experience with Business Accounts or related area. Certificates, Licenses and Registrations None. Knowledge Knowledge of Business Deposit Account procedures, including opening of accounts on the core system. Knowledge of Business Formation Documents and Requirements. Proficiency with MS Word, MS Excel, and MS Outlook required. Other Skills and Abilities Operates a variety of office equipment and machines. Ability to travel, attend, and participate in training and meetings at various locations.

Under the direction of the AVP Consumer Loans, the Consumer Lending Manager is responsible for overseeing the Consumer Loan Underwriters and the Consumer Loan processing and funding activities at the Credit Union and its employees and overseeing their daily operations. Updates as directed, Lending Origination System and operations related to Consumer Lending. Ensures the Credit Union remains competitive in the market and compliant with rules and regulations. Demonstrates expert understanding of the capabilities and value proposition of assigned products. Assists in overseeing the ongoing dealer relationships and resolves member, dealer, and loan issues. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all duties, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs. Follows policies and procedures related to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), and Customer Identification Program (CIP) to ensure daily compliance with regulations. Responsible to ensure all employees are trained and adhere to BSA, AML, and CIP policies and procedures. Responsible for Managing the Consumer Loan underwriting and funding staff in their daily activities. Responsible for all underwriter and funding training and development. Conducts appropriate operational, regulatory compliance and project knowledge training for department and branch employees. Consumer Lending Manager Produces reports on a periodic basis, including but not limited to turn times, penetration, dealer related reports, and compliance reports. Prepares information as directed for audits and examinations, both internal and external. Functions as Administrator for LoansPQ. Monitor the instant approval system and recommends possible future changes. Oversees loan activities to comply with established Credit Union operating policies and procedures. Reviews and revises loan applications and loan documents for regulatory compliance and conformance to established loan policies. In conjunction with the AVP of Consumer Loans, develops, and implements policies, procedures, and guidelines to ensure loans are properly and accurately processed, booked, and funded in a timely manner. Maintains current knowledge of and complies with policies, procedures, laws and regulations, and current events which have an impact on Credit Union products, services, and operations. Responsible for the underwriting of loan applications over staff limits and as well as escalations and second reviews, refers applications to management when necessary. Reviews loan performances and recommends remedial action. Resolves complex internal and external member complaints, transactions and errors having to do with Consumer Loans. Assists in overseeing the ongoing dealer relationships. Manages Vendor relationships to effectively address business requirements, ensuring that dealer files and vendor management tools are kept current and updated. Regularly monitors and controls expenses as needed; communicates budget deviations to AVP. Proactively seeks, reviews, coordinates, and implements new methods and procedures to ensure the efficient delivery of quality Consumer Loan products. Responsible for managing multiple projects with limited oversight, gathering requirements, writing recommendations, and managing overall issues of risk. Contributes to the development, implementation, management, and achievement of annual Consumer Lending strategy and projects. Maintains current knowledge of Consumer Lending trends and shifting market conditions. Maintains current job knowledge of Credit Union policies, procedures, and services. Responsible for applicable Branch loan funding feedback and training. Consumer Lending Manager Prepares department goals and objectives. Computes payment calculations verifying interest and principal calculations. Understands how to calculate complex verifications of pay stubs/wages. Calculates payoffs on vehicle loans for dealerships while ensuring member loan retention. Comprehends and understands LoanLiner documents. Understands Indirect Lending processes. Assists in training of branch employees when necessary. Performs within the lending limits approved by the Board of Directors. Assists AVP Consumer Loans with review of Department reports. Explains reasons for denial, approval, and explanation of loan stipulations. SUPERVISORY FUNCTIONS Effectively directs and supervises assigned employees, ensuring optimal performance. Regularly organizes and facilitates Consumer Loan department meetings to keep employees current on Credit Union goals, promotions, products, services, and activities and other efforts to mitigate default risk across the Credit Union. Participates in Guideline Recommendation conversations and aids in the development of lending program changes. Develops and ensures cooperation and collaboration with the Consumer Operational Supervisor. Actively participates in Credit Union Management meetings and functions. Provides coaching and counseling to assigned employees to maximize their efficiency and effectiveness. Carries out supervisory responsibilities in accordance with Credit Union policies and applicable laws. Supervisory duties include, but are not limited to, employee selection, training, coaching and discipline. Verifies employee time records and employee performance. Motivates, coaches, and evaluates assigned employees' performance. COMPETENCIES Business Management Consumer Lending Manager Communication Leadership Member Service Orientation People Management Business Acumen QUALIFICATIONS The requirements listed below are representative of the knowledge. skill, and/or ability required. Education and Experience High school diploma or equivalent. Five or more years increasingly responsible consumer loan experience within a financial institution, or equivalent combination of education and experience. Certificates, Licenses and Registrations None. Knowledge Credit Union products, services, programs, and promotions. Skilled with MS Office Suite (Word, PowerPoint, Excel) required. Basic knowledge of lending principles, business services, and special accounts. Supervisory Skills and Abilities Develops and encourages cooperation and teamwork among employees. Possesses skills in directing, coaching, motivating, delegating, evaluating, and counseling assigned employees. Knowledge and experience in promoting teamwork and eliminating barriers to effectively working within the Department and across the Credit Union organizational structure. Other Skills and Abilities Ability to be bonded. Operates a variety of office equipment and machines. Ability to travel, attend, and participate in meetings, seminars, and conferences held before and after normal business hours that may require unaccompanied long-distance travel and overnight lodging. PHYSICAL REQUIREMENTS Consumer Lending Manager 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 accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the essential functions of this job, the employee: Occasionally (up to 3 hours per work day) Frequently (3 - 6 hours per work day) Regularly (more than 6 hours per work day) Sits X Stands X Walks X Bends neck or waist X Twists neck or waist X Stoops or kneels X Uses hands to finger, handle or grasp X Repetitively uses fingers X Reaches, pulls or pushes below shoulder level X Reaches, pulls or pushes above shoulder level X Lifts and carries 11 to 25 pounds Up to 10 pounds Talks X Hears X Sees X Drives a vehicle X WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Working Condition The worker is not substantially exposed to adverse environmental conditions. Mobility Moderate Noise Level Moderate AFFIRMATIVE ACTION/EEO STATEMENT: Consumer Lending Manager CoastHills Credit Union is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment, without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

Who Are We?With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Financial Advisor for our Golden Gate Branch in San Francisco. About the OpportunityIf you're a motivated financial professional who thrives on connecting with people and helping them achieve their dreams, this is your chance to make an impact! As a Financial Advisor with San Francisco Federal Credit Union, you'll be the trusted face of investment and insurance solutions within our branches-helping members make confident, values-based financial decisions.You'll partner closely with branch teams and community centers of influence to grow your book of business, deepen relationships, and deliver tailored financial solutions that support every stage of our members' lives.This is more than a sales role - it's a mission-driven opportunity to help San Franciscans build brighter financial futures. Engage members using a consultative, holistic approach-listening first, understanding needs, and delivering personalized financial solutions. Build and manage a growing book of business by offering a diverse portfolio of brokerage, advisory, and insurance products. Develop trusted relationships and become a go-to financial resource for your assigned branches and their members. Partner with Branch Managers and retail teams to identify opportunities, coach referral strategies, and celebrate shared wins. Design and host financial literacy workshops, seminars, and branch events to educate members and attract new relationships. Provide exceptional service during every interaction, ensuring outstanding member experience. Adhere to all regulatory, broker-dealer, and institutional compliance standards-upholding the highest ethical and professional integrity. Consistently meet or exceed sales and growth goals while supporting the broader mission of the Credit Union. Who Are You? A passion for helping people and a strong track record of achieving sales goals. Minimum 3 - 5 years of investment sales experience (financial institution experience preferred). High school diploma required; bachelor's degree preferred. Licenses/Certifications:Active Series 7, 63, and 65 or 66 registrations; active state life insurance license. (Registration with state insurance must be obtained within six months of hire.) Broad knowledge of investment, insurance, and financial planning solutions. Skilled communicator with the ability to inspire confidence and build lasting relationships. Proficiency in Microsoft Office and broker-dealer platforms. Why You'll Love It HereYou'll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions. No two days will be the same-and that's exactly how you like it.The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement.SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law.Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Who Are We?With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1. 3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Loan Processor Specialist for our Golden Gate Branch in San Francisco. The PositionThe Loan Processor plays a critical role in supporting the San Francisco Federal Credit Union's (SFFedCU) consumer lending operations through the accurate and timely processing of loan applications. This position is responsible for reviewing, verifying, and funding loans across multiple channels, while ensuring compliance with regulatory standards and internal controls. With a strong technical focus, the role involves working across digital lending platforms, managing loan queues, reconciling disbursements, and resolving complex processing issues. The Loan Processor also assists in the implementation of new home-lending solution products and supports merchant relationship workflows. By leveraging system tools and data analysis, the role identifies process inefficiencies and contributes to continuous improvement efforts. Additionally, the position supports cross-selling initiatives and helps deliver a seamless, high-quality member experience through multiple service channels. Essential Functions and Responsibilities• Review, verify, and process consumer loan applications across multiple channels, ensuring accuracy, compliance, and timely funding. • Monitor and manage digital lending workflows, queues, and servicing inboxes to maintain service level agreements (SLAs) and production timelines. • Utilizes professional communication in providing phone/email support (including escalations) for incoming calls and engagement in interviewing applicants for specific loan information. • Collaborate with team members to review loan requirements, resolve issues affecting approval, and ensure timely release of funded loans. • Maintain indirect lending SLA turnaround times and support high service levels with merchant partners and auto dealers. • Maintain strong relationships with Home Lending Solutions merchants and support the GoGreen Lending program. • Serve as a liaison between members and affiliated merchants to enhance service delivery and satisfaction. • Partner with members to assess financial conditions and offer creative, tailored lending solutions. • Actively participates in cross-selling financial products and effectively communicates the benefits and features of each cross-sold product with members. • Uphold compliance with internal policies, privacy procedures, and regulatory standards to protect member information. • Participate in continuous improvement efforts, business development activities, and special projects as assigned. • Partner with members to evaluate financial needs and offer tailored lending solutions; onboard new members and identify financial goals. • Take the initiative in identifying and implementing process improvements to enhance efficiency and service quality. • Ensure compliance with internal policies, privacy procedures, and member confidentiality standards. • Engage in business development through participation in CommunityShare events. • Participate in regular performance dialogues and commit to continuous self-improvement. • Perform other duties and special projects as assigned. Who Are You? • Requires a high school diploma or equivalent. • Minimum of two (2) years' experience in a fast-paced lending environment boarding and servicing various Consumer Loans. • Knowledge of MerdianLink, LoanStar, and Corelation platforms preferred, but not required. • Strong verbal and written communication skills with demonstrated ability to communicate professionally at all levels. • Excellent interpersonal skills; ability to engage authentically and professionally at all levels. • Self-motivated; able to work efficiently without sustained direct supervision. • Proven ability to manage time effectively and prioritize competing workload elements. • Proficiency in MS Office: Word, Excel, OneNote and Outlook. • Ability to provide prompt and professional service. • Must have strong organizational skills and ability to process and follow specific instructions and directives. • Must possess excellent decision-making skills, be proactive, and have the ability to work in an environment of flexible and changing work policies/procedures Why You'll Love It HereYou'll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions. No two days will be the same-and that's exactly how you like it. The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement. SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

The Financial Crimes Investigator role is primarily responsible for Monitor and review financial and non-financial transactions for fraud and triaging, and appropriately mitigating fraud risk based upon automated alerts, credit union reports, and internal and external escalations. Under the direction of the AVP BSA & Fraud, the Financial Crimes Investigator is responsible for executing and documenting comprehensive and effective investigations of fraud incidents and member claims by collecting evidence, researching activity, and interviewing claimants, witnesses, and victims of fraud and scams. Acts as a first point of contact in responding to both internal and external inquiries made to the CoastHills Credit Union Fraud Department. Maintains regulatory compliance in all mitigation and investigatory actions. Creates and submits SAR reporting to FinCEN as required and supports internal reporting through case and data management as assigned by the Fraud Officer. Works closely with internal partners to understand emerging fraud trends identified by front lines and 1FloD and advises on potential response actions escalating when appropriate. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all duties, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs. Reviews and monitors consumer and business accounts for unusual or suspicious activity. Responsible for working with and monitoring suspicious items across various complex fraud detection tools and systems. Uses multiple reporting mechanisms to monitor and analyze member transaction data to prevent fraud by identifying suspicious activity patterns across all banking channels and member interfaces. Conducts daily triage of automated, manual, and referred fraud monitoring alerts and reports and performs mitigating actions. Uses a risk-based approach to balance fraud mitigation with a positive member experience. Investigates incidents of suspected financial and non-financial fraud by gathering data from multiple sources, conducting interviews, researching transactions, and analyzing evidence to identify risk, determine credit union financial liability, and provide case resolution. Acts as first point of contact for the department's internal and external inquiries and escalations by email, messaging, and phone to assist in researching potential and actual fraudulent incidents, share best practices, and provide risk alerts. Works proactively with internal partners to deliver ad hoc guidance in fraud incident CU actions and to optimize loss avoidance and recovery strategies across multiple channels. Maintains case documentation in accordance with credit union standards including creating and submitting to the Fraud Officer for review all regulatorily reporting. Conducts time-sensitive investigations of alerted and referred transactions and individuals for suspicious activity, utilizing several internal and external resources, including law enforcement. Counsels members on identity theft and appropriate protection mechanisms; coordinates or assists with recovery of losses due to fraudulent, illegal or improper activities. Escalates complex investigations, internal fraud incidents, and incidents with significant exposure/risk to the CHCU Fraud Officer. Assists in the development and implementation of appropriate policies, procedures, disclosures, notices, and forms to comply with legislative and regulatory changes or new requirements related to fraud prevention or security. Assists with the preparation of monthly reports to keep management informed of fraud related activities. Prepares and submits FinCEN SAR reports to Fraud Officer for regulatory reporting. Maintains direct and current working knowledge of Credit Union policies, procedures, and services. Pursues specialized fraud prevention training to keep abreast of local, state, and federal trends. Maintains current knowledge of the Red Flag Rules, FACT Act, Implementing Rules to the Fair Credit Reporting Act, Bank Secrecy Act and all related anti-money laundering and OFAC regulations. Maintains awareness of and adheres to applicable laws, regulations, and policies. Regularly attends and participates in in-house training. Performs duties as assigned by management and may be assigned to work at any location. COMPETENCIES Critical Thinking Attention to Detail Organization Communication Member Service Orientation Judgment QUALIFICATIONS The qualifications listed below are representative of the knowledge, skill and/or ability required to perform the essential functions of this position. Education and Experience Three or more years increasingly responsible related experience within a financial institution or an investigations environment. Knowledge of credit union operational activities and a variety of federal and state laws and regulations. Certificates, Licenses and Registrations CFE/CFCA Preferred Knowledge Well-rounded background in all aspects of credit union department functions, policies, and procedures. Credit union laws and regulations. Well versed in financial fraud schemes and investigation strategies. Advanced skills with MS Office Suite (Word, PowerPoint, Excel) required, as well as auditing software. Other Skills and Abilities Ability to be bonded. Operates a variety of office equipment, machines, audio/visual equipment and aids, cameras and other digital equipment. Travels, attends, and participates in meetings, seminars, and conferences held before and after normal business hours that may require unaccompanied long-distance travel and overnight lodging. Ability to work a variety of hours, including evenings and weekends. AFFIRMATIVE ACTION/EEO STATEMENT: CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law. For our EEO Policy Statement, please click here. If you'd like more information on your EEO rights under the law, please click here.

Who Are We?With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Branch Services Assistant Manager for our Redwood City Branch in San Francisco.The Branch Services Assistant Manager plays a critical role in delivering exceptional member service and supporting the daily operations of the branch. This position focuses primarily on member engagement, sales and service delivery, and operational support, while also assisting the Branch Manager with staff oversight and day-to-day leadership duties when needed.This is a hands-on role ideal for someone who thrives in a member-facing environment and is passionate about helping others reach their financial goals.Key Responsibilities:Member Service & Sales (Primary Focus): Serve as a lead resource for frontline staff in delivering outstanding member service. Assist members with complex transactions, product questions, account issues, and problem resolution. Educate members on credit union products and services, offering recommendations based on needs. Support and promote sales initiatives and service goals at the branch level. Open and maintain deposit accounts, process loan applications, and provide digital banking support. Branch Operations: Ensure daily operational procedures are followed to meet compliance and audit standards. Assist with cash management, vault operations, and teller balancing. Maintain and monitor branch records, logs, and reports for accuracy and completeness. Oversee branch technology, equipment, and security protocols to ensure a smooth operation. Leadership & Support (Smaller Focus): Serve as acting manager in the absence of the Branch Manager. Provide guidance, coaching, and support to branch staff when needed. Help onboard and train new team members on service and operational standards. Support staff in resolving member concerns or escalations professionally and efficiently. Who Are You? High school diploma or equivalent required. 2+ years of experience in retail banking, financial services, or a credit union environment. Strong knowledge of consumer banking products and services. Exceptional interpersonal, problem-solving, and communication skills. Demonstrated success in a sales or service-focused environment. Ability to prioritize tasks and adapt to changing priorities in a fast-paced setting. Previous supervisory or team lead experience is a plus but not required. Why You'll Love It HereYou'll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions. No two days will be the same-and that's exactly how you like it.The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement.SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Under the general supervision of the Call Center Supervisor, the Member Services Officer 2 is responsible for performing a wide range of banking transactions, assisting members with their banking needs and effectively cross-selling products, services and solutions. Some duties may involve working with members via ITM. Promotes and maintains a positive image of CoastHills. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs. Opens new membership and share accounts and closes all accounts. Provides services to members by performing basic banking transactions such as deposits, withdrawals, transfers, and loan payments as directed by the Office Procedures Manual (OPM). Prepares and processes transaction requests by telephone and mail. Prepares authorized account charges. Prepares and processes stop payments/revoke authorizations, check orders, bank wires, money orders, and other services. Proactively responds to members' inquiries and requests using product knowledge. Approves transactions within authorized limits. Actively explains, promotes and cross-sells Credit Union services, products, programs, and investment opportunities. Assists members in completing forms and documents. Resolves errors and member concerns in a timely manner. Balances cash and coin accurately and maintains appropriate cash levels. Assists in the training of new employees in the branch. Remains current on knowledge of Credit Union policies, procedures, and services. Performs duties as assigned by management and may be assigned to work at any branch QUALIFICATIONS The requirements listed below are representative of the knowledge, skill, and/or ability required. Education and Experience Minimum one year of customer service and/or cash handling experience in a retail or banking environment. Certificates, Licenses and Registrations None. Knowledge Within six months of employment: Successful completion of core competencies certification. Knowledge of branch operational activities and basic understanding of lending practices and policies. Successful completion of Member Services Officer Level 2 certification. Other Skills and Abilities Successful completion of pre-employment testing. Operates a variety of office equipment and machines. Ability to travel, attend, and participate in training and meetings at various locations. AFFIRMATIVE ACTION/EEO STATEMENT: CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law. For our EEO Policy Statement, please click here. If you'd like more information on your EEO rights under the law, please click here.

Under the general supervision of the Branch Manager, the Member Services Officer 3 - Relationship Specialist identifies the financial needs of Credit Union members and effectively cross-sells products, services, and solutions. Responsible for performing a wide variety of loan and deposit-based functions. Researches, analyzes, and resolves a broad range of complex customer issues. Provides a high level of responsiveness to member inquiries by phone, email, or in person. Promotes and maintains a positive image of the Credit Union. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs. Prepares and processes loan-related transaction requests, in person or by telephone. Actively explains, promotes and cross-sells Credit Union services, products, programs, and investment opportunities. Resolves errors, member problems and/or complaints in a timely manner. Accurately operates a variety of office equipment and machines. Opens new membership and share accounts, and cross-sells products as appropriate. Thoroughly understands features and benefits of GAP (Guaranteed Asset Protection), MBI (Mechanical Breakdown Insurance) and Debit Cancellation (Life, Unemployment, Disability). Promotes, quotes, and sells to penetration levels set forth by Credit Union. Assists members in identifying loan and deposit products and follows appropriate procedures. Performs advanced problem resolution and account adjustments. Promotes, quotes, and sells GAP (Guaranteed Asset Protection), MBI (Mechanical Breakdown Insurance), and Debt Cancellation (Life, Unemployment, Disability) during the loan application and funding process to penetration levels set forth by Credit Union. Performs duties as a Membership Officer as prescribed under Policy 1150 of the Credit Union Policy Manual. Maintains current job knowledge of Credit Union policies, procedures, and services. Makes outbound calls to initiate and process new loan and deposit products from new and existing members. Reviews credit reports to identify opportunities and cross-sell additional loan and ancillary products. Assists in coaching and development of other branch employees. Performs MSO 1, MSO 2, and MSO 3 - Operations Specialist duties as needed. Performs duties as assigned by management and may be assigned to work at any branch. QUALIFICATIONS The requirements listed below are representative of the knowledge, skill, and/or ability required. Education and Experience High school diploma or equivalent. Two years of progressive sales and cross-selling experience in a financial or retail environment. Certificates, Licenses and Registrations None. Knowledge Within six months of hire: Successful completion of core competencies certification. Successful completion of Member Services Officer 2 certification. Knowledge of consumer loans, including processing and funding. Successful completion of Member Services Officer 3 certification. Knowledge of Credit Union products and services. Proficiency in MS Office (especially Word) highly desirable. Other Skills and Abilities Operates a variety of office equipment and machines. Ability to travel, attend, and participate in training and meetings at various locations. AFFIRMATIVE ACTION/EEO STATEMENT: CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law. For our EEO Policy Statement, please click here. If you'd like more information on your EEO rights under the law, please click here.

Under the direction of the BSA Officer, the BSA Compliance Analyst assists in the implementation and administration of all aspects of compliance and assists with various assignments. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all duties, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs. Performs quality control reviews and monitoring pertaining to the Bank Secrecy Act, USA Patriot Act, Anti-Money Laundering Program, OFAC, and Member Identification Program compliance using industry standard and regulatory guidance to ensure CoastHills' compliance efforts are maintained daily. Monitors and analyzes developing trends and changes in regulatory compliance laws, rules, and regulations, and advises management of the operational impact. Assists in the development and implementation of appropriate policies, procedures, disclosures, notices, and forms to comply with legislative and regulatory changes or new requirements. Complies with currency transaction action reporting requirements by performing daily currency transaction (CTR) monitoring and, when appropriate, the preparation of Currency Transaction Reports. Conducts time-sensitive investigations of alerted and referred transactions and individuals for suspicious activity, utilizing several internal and external resources. Reviews simple and complex transactions, individuals and member situations and provides findings to management to evaluate potential risk to the Credit Union. Reviews internal suspicious incident reports and determines if Suspicious Activity Reports (SAR) are warranted and files SARs timely with FinCEN. Maintains current knowledge of the Bank Secrecy Act and all related anti-money laundering and OFAC regulations. Provides research and evaluation of anti-money laundering (AML) cases and accurately and sufficiently document analysis and findings in the Credit Union's case management system. Uploads various reports to the Credit Union's Financial Crime Risk Manager (FCRM) including but not limited to FinCEN 314(a), FinCEN Acknowledgments and SDN Watch List. Ensures effective communication with management and employees to complete suspicious activity investigations and reports. Immediately responds to employee requests for assistance regarding regulatory and procedural processes relating to BSA, OFAC, AML, and CIP. Pursues specialized Bank Secrecy Act training and re-certification to keep abreast of the constant changes in state and federal regulations. Maintains current job knowledge of Credit Union policies, procedures, and services. Regularly attends and participates in in-house training. Performs duties as assigned by management and may be assigned to work at any location. QUALIFICATIONS The qualifications listed below are representative of the knowledge, skill and/or ability required to perform the essential functions of this position. Education and Experience Five or more years increasingly responsible related experience within a financial institution. Knowledge of branch operational activities and a variety of federal and state laws and regulations. Certificates, Licenses and Registrations BSA Compliance Specialist certification, or successful completion of BSA Compliance School possession of certification within six months of hire. Knowledge Well-rounded background in all aspects of credit union department functions, policies, and procedures. Credit union laws and regulations. Advanced skills with MS Office Suite (Word, PowerPoint, Excel) required, as well as auditing software. Other Skills and Abilities Operates a variety of office equipment, machines, audio/visual equipment and aids, cameras, and other digital equipment. Travels, attends, and participates in meetings, seminars, and conferences held before and after normal business hours that may require unaccompanied long-distance travel and overnight lodging. Ability to work a variety of hours, including evenings and weekends.