Community First Credit Union is seeking a mission-driven leader to serve as our next Vice President of Member Solutions. This role leads the strategy and team responsible for supporting member-owners experiencing financial hardship-with a focus on empathetic solutions, strong portfolio performance, and operational excellence.
If you're a collaborative credit union professional who believes in the power of people helping people, this is an opportunity to make meaningful impact while contributing to the long-term financial health of our 160,000+ member-owners.
As our Vice President of Member Solutions, you will:
Lead a member-centered approach to repayment solutions that preserve dignity and strengthen long-term financial wellbeing
Develop and execute strategies to reduce delinquency, enhance recoveries, and minimize losses across the portfolio
Optimize systems, workflows, automation, and analytics within the Member Solutions environment
Recruit, coach, and inspire a high-performing team grounded in our cultural beliefs
Ensure full compliance with federal and state collection regulations
Partner closely with Lending, Finance, Risk, and senior leadership to align goals and decision-making
Oversee relationships with legal partners, external agencies, and vendor providers
Provide data-driven insights and reporting to leadership and the Board
An ideal candidate will have a combination of:
Bachelor's degree required; MBA preferred
8+ years of progressive leadership in collections/member solutions within a credit union or financial services environment
An equivalent combination of education and experience will always be considered
Proven ability to drive recovery performance and strengthen portfolio quality
Expertise in collections regulations and credit union operational environments
High proficiency with collections systems, automation tools, portfolio analytics, and member communication technology
Exceptional leadership, communication, and relationship-building skills
Ability to navigate complex member situations with empathy and sound judgment
Why Community First?
At Community First Credit Union, we are built on a simple but powerful idea:
People helping people.
Our member-owners are at the heart of every decision we make, and we believe that financial challenges should be met with understanding, creativity, and partnership-not judgment.
Here, you won't find a typical collections environment focused on transactions and pressure. Instead, you'll lead a team that meets people where they are, helps them navigate difficult moments, and supports their journey back to financial wellbeing. If you're inspired by purpose, energized by collaboration, and committed to doing what's right for member-owners and the community, you'll feel at home with us.
$126k-174k yearly est. 37d ago
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Application Support Analyst
Community First Credit Union 4.1
Community First Credit Union job in Neenah, WI
At Community First Credit Union, we are more than a financial institution - we are a partner in our members' success. Every day, we empower our members and employees to achieve their goals, and we are looking for passionate team members who share that commitment.
As an Application Support Analyst, you'll play a key role in keeping our business-critical applications running securely, efficiently, and reliably. You'll work closely with IT teammates and business partners across the organization to support, maintain, and enhance server-based applications that enable our teams to serve members at their best.
The position will have a primary focus on our Document Management and Workflow platform (OnBase/Nautilus) - a critical platform that supports daily operations and enhances the experience for both members and employees.
As an Application Support Analyst, you will:
Serve as the technical subject matter expert for our Document Management and Workflow system, staying current on updates and enhancements.
Collaborate with business line leaders and staff across departments to optimize application functionality and improve user experience.
Install, upgrade, and configure applications to meet business and IT support needs.
Support disaster recovery planning and ensure systems are available and secure during critical operations.
Coordinate and facilitate change management processes with IT teams and business stakeholders.
Create and maintain technical documentation for use in support and training.
Work with IT leadership to configure application settings and integrations.
Ensure systems are secure, compliant, and reliable, meeting all regulatory and organizational standards.
Assist with general IT support, including helping employees and members with online banking and other system-related inquiries.
Live out Community First's mission, core values, and purpose through every interaction.
We are looking for a combination of:
Associate's degree in Information Systems or related field required; Bachelor's degree in IT or related field preferred.
3+ years of experience in an IT environment, collaborating with others to support applications and resolve system issues.
Experience implementing, integrating, and supporting secure, high-availability applications.
Experience working with business users, vendors, and IT teams to deliver technology solutions.
Working knowledge of applications and systems used in financial services; OnBase/Nautilus experience strongly preferred.
Knowledge of Microsoft systems (Active Directory, Exchange, SQL, Windows Server) and general business software.
Familiarity with networking concepts, virtualization, web services, and automation tools.
Strong analytical, organizational, and communication skills, with the ability to build collaborative relationships across departments.
Ability to travel locally and work irregular hours (nights, weekends, holidays) as needed.
$68k-90k yearly est. 60d+ ago
HR Generalist (Hybrid- must reside in WI or MN)
Westconsin Credit Union Careers 3.7
Remote or Menomonie, WI job
At
WEST
consin Credit Union, we believe in the power of people helping people. Our mission is to give members, communities, and one another the inspiration, resources, and support to achieve financial wellness. We fulfill our mission by creating a positive impact in our members' lives by providing trusted financial services and building lasting relationships. If you're looking to work for an organization where your contributions matter, where teamwork and community are at the heart of everything we do, and where you can grow in a dynamic, supportive culture-then you're in the right place! We're more than just a credit union; we strive to make a real difference. Ready to make an impact? Let's grow together!
What You'll Be Doing:
Conducts new employee benefit orientation sessions; provides specific benefit information; and gathers and processes necessary enrollment information.
Supports employee benefit and insurance programs including but not limited to:
Serve as a resource for employees and leaders on benefits-related inquiries.
Maintain and develop communication tools to enhance understanding of the company's benefits programs.
Coordinate and process benefit enrollments, life events, and related compliance requirements.
Review and reconcile monthly benefit invoices for accuracy and collaborate with accounting to ensure timely payment.
Assist with planning and execution of annual benefits enrollment, including system set up, reporting, auditing, and employee education.
Partner with vendors and internal teams to assist with implementation of new benefit offerings, system setup, and coordinate employee rollout and communications.
Assist additional HR functions, including tasks such as 401(k) administration, audits, year-end reporting, and wellness initiatives.
Act as a back-up for the Benefits Administrator to ensure continuity of service during absences or peak periods
Manage full cycle recruitment for some retail offices, collaborating with leaders to understand skills and competencies required for job openings
Makes recommendations for hiring including wage determinations at the time of hire
Identifies organization trends, in consultation with the HR team, to provide recommendations for solutions, programs, and policies
Administers leave of absence processes in compliance with State and Federal regulation
Maintains knowledge of trends, best practices, regulatory changes and new technologies in human resources and talent management
Hybrid- Must reside in Wisconsin or Minnesota
What You'll Need to Be Successful:
Bachelor's Degree in HR or a related field or equivalent years of experience required
3 years of experience in HR, with a focus on recruitment and benefits
Prior benefits administration strongly preferred
Proficiency in HRIS and ATS systems
Proven ability to manage multiple priorities in a fast-paced environment
Excellent communication skills, both written and verbal
Ability to maintain confidentiality and handle sensitive information with professionalism
Why Choose
WEST
consin:
Health, Dental, and Vision Insurance Plans
Annual Healthy Living Fund Contribution
Student Loan Repayment Program
Competitive Salary
Impressive 401(k) Contribution and Match Plan
Paid Time Off Accrual
11 Paid Holidays
Visit
WEST
consin Careers
$50k-62k yearly est. 9d ago
Member Sales & Growth Advisor
Westconsin Credit Union Careers 3.7
Menomonie, WI job
At
WEST
consin Credit Union, we believe in the power of people helping people. Our mission is to give members, communities, and one another the inspiration, resources, and support to achieve financial wellness. We fulfill our mission by creating a positive impact in our members' lives by providing trusted financial services and building lasting relationships. If you're looking to work for an organization where your contributions matter, where teamwork and community are at the heart of everything we do, and where you can grow in a dynamic, supportive culture-then you're in the right place! We're more than just a credit union; we strive to make a real difference. Ready to make an impact? Let's grow together!
What You'll Be Doing:
Leads the development, delivery, and sustainment of
WEST
consin's member-focused sales and growth culture by initiating new strategies, reinforcing existing practices in alignment with direction of the Vice President - Member Advocacy & Sales.
Researches, recommends, participates in, and possibly leads training programs that could impact member engagement
Provides thought leadership on emerging trends in member engagement and sales
Drives growth and retention strategies aligned with organizational goals
Utilizes analyzed insights from both the Voice of Member data and Customer Relationship Management tools to inform enhanced member experiences.
Identifies and provides actionable insights to inform strategic recommendations to the Vice President - Member Advocacy & Sales for all areas in the credit union, including frontline, lending, and CUSOs.
Partners with department leaders assess sales performance and identify opportunities for improvement based on metrics of success and organization-wide goals.
Monitors effectiveness of engagement and sales programs and adjust strategies as needed.
Ensures consistent adoption of sales and growth culture throughout the entire organization.
Promotes cross-functional collaboration to ensure consistency in member experiences across channels.
Manages the administration and development of organizational Service Level Agreements (SLAs) and collaborates with leaders to create and refine SLA standards.
Lead employees and/or project teams through member journey mapping to help identify gaps in service.
Partners with leaders to support coaching, trainings, observations, and meetings within their teams to help increase knowledge and skills around member engagement and sales.
Coaches and mentors leaders to strengthen their ability to provide effective performance feedback and enhance coaching skills, driving success in member experience metrics
Acts as project lead or participates on a project team with any project that is assigned through Strategic Planning and/or departmental projects
*Hybrid Position based out of Menomonie, WI and will require some onsite work. Must reside in either Wisconsin or Minnesota*
What You'll Need to Be Successful:
Bachelor's degree or equivalent experience
3-5 years related work experience required
Why Choose
WEST
consin:
Health, Dental, and Vision Insurance Plans
Annual Healthy Living Fund Contribution
Student Loan Repayment Program
Competitive Salary
Impressive 401(k) Contribution and Match Plan
Paid Time Off Accrual
11 Paid Holidays
Visit
WEST
consin Careers
$30k-36k yearly est. 10d ago
Mortgage Loan Processor
First Community Credit Union 3.8
Beloit, WI job
Key Responsibilities
Review mortgage loan applications submitted through Blend and entered into Byte Loan Origination System (LOS) for accuracy and completeness.
Verify borrower information, including income, assets, employment, liabilities, and credit reports, ensuring proper documentation is obtained.
Order and review appraisals, title work, flood certifications, verifications of employment/assets, and other third-party services.
Prepare and deliver required loan disclosures and ensure compliance with federal and state lending regulations, including TRID.
Communicate clearly and proactively with members, loan officers, real estate agents, and closing agents throughout the loan process.
Work closely with underwriters to resolve conditions and provide requested documentation in a timely manner.
Maintain detailed and accurate records in Byte LOS and ensure loans meet internal and investor guidelines prior to closing.
Monitor pipeline to meet processing turn-time goals and credit union service standards.
Support members by providing guidance on documentation requirements and ensuring a smooth and positive mortgage experience.
Availability to attend special off site sales events and credit union functions, as needed.
Requirements
High school diploma or equivalent required; associate or bachelor's degree in business, finance, or related field preferred.
Minimum 2 years of mortgage processing or lending experience in a financial institution or mortgage company.
Proficiency with mortgage loan origination systems; experience with Byte and Blend strongly preferred.
Strong knowledge of mortgage products, TRID, RESPA, HMDA, and other applicable regulations.
Excellent organizational skills and attention to detail.
Strong communication skills with the ability to explain complex information in a clear and member-friendly manner.
Ability to manage multiple files simultaneously while meeting strict deadlines.
Team-oriented with a commitment to providing outstanding member service.
Employees must comply with government and other regulations affecting the credit union industry including but not limited to the Bank Secrecy Act and The USA Patriot Act.
Working Conditions:
Normal office working conditions with the absence of disagreeable elements.
Note
: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.
Salary Description $20-$24 per hour
$20-24 hourly 60d+ ago
Maintenance Technician
Community First Credit Union 4.1
Community First Credit Union job in Neenah, WI
The Maintenance Technician performs general preventative maintenance and corrective repair of buildings, vehicles, equipment and grounds. Working under moderate supervision, this position assists in monitoring the building system operations and performance. This position will also utilize several trade skills such as carpentry, plumbing, electrical, painting, roofing, heating and cooling.
As the Maintenance Technician, you will:
Maintain all equipment as required per preventative maintenance programs prescribed by manufacturer's specifications
Perform housekeeping functions and maintain the professional appearance of CFCU property, equipment, engineering spaces and common areas
Monitor and maintain drive up area including ATM machines, lighting, and other maintenance related items at office locations
Provide lawn, tree, shrub, and flowerbed care at the branches as seasonally required
Remove snow and ice from sidewalks and entranceways, utilizing shovels and snow throwers. Apply ice melt as needed to sidewalks and parking lots
Inspect building systems including fire alarms, HVAC, and plumbing to ensure operation of equipment is within design capabilities and providing appropriate environmental conditions
Assist with troubleshooting and repairs of building and installed systems to include: plumbing systems, roofs, drains, shop, and HVAC
Perform assigned day-to-day repairs, emergency, and preventative maintenance; complete maintenance and repair records as required
Maintain the building lighting system, including element and ballast repairs or replacements
Perform, carpentry, furniture assembly and locksmith tasks as needed
Provide support and assistance with Fox Cities Marathon Including: equipment setup and teardown; organization and proper placement of supplies and equipment, including palletized supplies
Maintain tools and equipment such as lawn mowers, weed eaters, hand tools and company vehicles.
Respond quickly to emergency situations, summoning additional assistance as needed
Wear appropriate personal protective equipment (PPE) as assigned or issued
Occasionally work irregular hours due to business needs (ie. Early and/or Saturday morning snow removal)
We are looking for a combination of:
High School Diploma or GED
Minimum of five years of related experience and/or trade school training
Valid Driver's License is required
$42k-51k yearly est. 60d+ ago
Project Manager (hybrid- must reside in WI or MN)
Westconsin Credit Union Careers 3.7
Remote or Menomonie, WI job
At
WEST
consin Credit Union, we believe in the power of people helping people. Our mission is to give members, communities, and one another the inspiration, resources, and support to achieve financial wellness. We fulfill our mission by creating a positive impact in our members' lives by providing trusted financial services and building lasting relationships. If you're looking to work for an organization where your contributions matter, where teamwork and community are at the heart of everything we do, and where you can grow in a dynamic, supportive culture-then you're in the right place! We're more than just a credit union; we strive to make a real difference. Ready to make an impact? Let's grow together!
What You'll Be Doing:
Leads strategic projects that require managing cross-functional communication and dependencies with other teams
Assists in the definition of project scope and objectives, involving all relevant internal stakeholders and ensuring technical feasibility in collaboration with
WEST
consin's Information Technology Department
Acts as the bridge between upper management, stakeholders, and the teams tasked with the execution of the project
Create and drive the overall schedule, identify, and mitigate risk at all stages, and define the overall cadence for the project team
As needed, executes the 3rd party vendor management processes as defined
Develops and maintains vendor relationships in relation to their projects
Reads industry information and attends related courses and seminars, including active participation in advisory groups and other groups as needed
Trains and mentors participants of the Aspiring Leaders Program
Adheres to, recommends, creates, and implements continuous improvements to Project Management processes and tools
Prepares status reports by gathering, analyzing, and summarizing relevant information to each target audience
Mentors/Coaches departmental Project Leaders on the best application of the Project Management tools and processes for their project
Communicates on behalf of the team as needed and capture notes and output
Identifies and manages risks critical to project success, following WESTconsin's Risk Management processes
Is highly resourceful and knows when/how to be assertive to make progress
Able to remain calm, composed, and flexible in challenging circumstances
Responsible for motivating project teams and resolving conflicts to ensure a productive work environment
Acts as a change agent to help continue driving the culture of continuous improvement throughout the organization
Assists supervisor with tasks related to Strategic Planning, Resource Planning, and other items as requested
*Hybrid Position based out of Menomonie, WI and will require some onsite work. Must reside in either Wisconsin or Minnesota*
What You'll Need to Be Successful:
Bachelor's degree from a four-year college and three years of related experience; or equivalent years of experience
Ability to make sound business decisions with consideration to end users, regulation or compliance requirements, and member experience
Experience leading large-scale change and influencing user adoption to obtain the best internal and external member experience
Proven communication, facilitation, presentation, conflict management and consensus building skills
Why Choose
WEST
consin:
Health, Dental, and Vision Insurance Plans
Annual Healthy Living Fund Contribution
Student Loan Repayment Program
Competitive Salary
Impressive 401(k) Contribution and Match Plan
Paid Time Off Accrual
11 Paid Holidays
Visit
WEST
consin Careers
$58k-72k yearly est. 17d ago
Collections/Member Solutions Specialist
Community First Credit Union 4.1
Community First Credit Union job in Neenah, WI
We believe the responsibility of working with members and protecting the credit union's assets is a critical component of our cooperative promise. As our Collections Solutions Specialist, you will build relationships with members to help during difficult and often stressful times. You'll actively engage in problem-solving, identifying options to help members get back on track, to ensure a solid financial future and help minimize losses to the member and to the credit union. If applying your financial expertise to create meaningful solutions in a fast-paced, growing, collaborative environment sounds like your perfect opportunity - we'd like to hear from you!
As our Member Solutions/Collections Specialist, you will:
Provide outstanding, helpful service in every member interaction; display sensitivity and proactively seek alternatives to assist members
Contact members by telephone and through written communication, and occasionally in-person interactions
Demonstrate exceptional listening and communication skills; respond effectively to deescalate and resolve challenging interactions
Utilize your ability to prioritize and attention to detail by ensuring our member contact is timely and well-documented
Partner with team members across the credit union to create, propose, and implement solutions for members, and ensure resolutions are appropriate, timely, and in compliance with credit union policies and regulations
An ideal candidate will have a combination of:
A high school diploma and some secondary education or experience in a related field
Two+ years of experience in collections, lending, or a related field
Knowledge of the Wisconsin Consumer Act, Fair Debt Collection Practices, and Fair Credit Reporting Act is a plus
Familiarity with Microsoft Office Suite, as well as web-based software and financial services platforms; experience with Temenos is a plus
Proven verbal and written communication skills
Effective problem solving abilities
Strong data analysis skills
$43k-55k yearly est. 52d ago
Credit Analyst
Community First Credit Union 4.1
Community First Credit Union job in Neenah, WI
As a Credit Analyst, you will work closely with the Business Lenders to prepare loan presentations for review and approval, demonstrating a strong ability to analyze large, complex multi-entity loans in a clear and concise manner. If you love commercial loans as much as we do, and look forward to growing your career with a fast-paced, supportive company, consider joining the Community First Business lending team!
As a Credit Analyst with Community First Credit Union, you will:
Find A Way. Deliver exceptional, “WOW” service to both internal and external members
Assist business lenders by preparing credit presentations for both existing and prospective business loan applications
Research lien filings, public state records, credit bureaus, court cases, and other databases to assist with risk assessment of proposed and existing credit relationships
Assist business lenders with evaluations for annual reviews and renewals of existing members
Use Sageworks database to track and assist in the collection of financial information as required by loan policy and to reduce financial exceptions
As a backup to the business lender, provide lender support with various member requests
We are looking for a combination of:
Bachelor's degree in accounting, business, or finance is required
Two years of experience as a commercial credit analysis, formal credit training, or other relevant financial experience is required
Knowledge of tax returns (both business and personal), as well as M1 reconciliations and distributions is desired
$36k-47k yearly est. 60d+ ago
Assistant Branch Manager
Community First Credit Union 4.1
Community First Credit Union job in New London, WI
Join a movement, not just a workplace. As Assistant Branch Manager, you'll help build brighter financial futures for our member-owners.
As part of our New London branch team, you'll have the opportunity to create meaningful impact every day: strengthening relationships with members, developing and empowering your team, and ensuring that the service and solutions we deliver truly reflect the values of our cooperative.
This role is about more than transactions-it's about helping people achieve their goals, improving lives, and building financial confidence in our community. With strong member traffic and a supportive, mission-driven team environment, you'll find every day presents new opportunities to live out the “People Helping People” philosophy that sets Community First apart.
What you'll do as Assistant Branch Manager at CFCU:
Champion member relationships. Meet with members to understand their financial goals, and match them with the right products and services that support their long-term success.
Lead with purpose. Help coach and support deposit, lending, and member service functions while leading by example to consistently deliver exceptional experiences.
Empower financial well-being. Open and support accounts-checking, savings, IRAs, and more-while providing lending solutions tailored to member needs.
Grow your career. Work alongside the branch manager to develop your coaching, leadership, and operational skills.
Engage in the community. Represent CFCU locally and build lasting connections that demonstrate the cooperative difference.
Deliver hands-on service. From teller transactions to loans, step in where needed to ensure members always experience the highest level of care.
What we're looking for:
Associate's Degree in banking, business, management, or a related field
2+ years of banking, member service and/or sales experience
Exceptional verbal communication skills, as well as advanced ability to multi-task, prioritize, stay organized, and follow up
Familiarity with Microsoft office suite, as well as web-based software and financial services platforms
Passion for providing outstanding service to our members - internal and external
Branch Hours:
Drive-up: Mon-Fri 7:00 a.m.-6:00 p.m.
Lobby: Mon-Wed 8:30 a.m.-5:00 p.m.; Thu-Fri 8:30 a.m.-6:00 p.m.; Sat 8:00 a.m.-12:00 p.m.
This position follows our branch hours, including a rotating Saturday schedule.
$41k-51k yearly est. 60d+ ago
Assistant Head Teller
Community First Credit Union 4.1
Community First Credit Union job in Green Bay, WI
As an Assistant Head Teller, you will work closely with the Head Teller to provide support on the Teller line by troubleshooting questions, giving guidance, and ensuring operational soundness, while providing a WOW experience to our members. Grow your operational expertise and leadership ability, while continuing to do the things you love as a Teller. Community First's pace, engaging team, amazing members, and opportunities for advancement keep it exciting as you broaden your skills and grow with us!
As an Assistant Head Teller with Community First Credit Union, you will:
Provide exceptional, WOW service to internal and external members
Typical Teller duties including cashing checks for members, accepting loan and credit card payments, placing proper holds on deposited items for uncollected funds in accordance with CFCU policy and procedure
Identify non-negotiable and fraudulent checks to avoid losses for the member and the credit union
Ensure supply of money for branch needs are adequate based on legal requirements and business demand. Ensure excess cash is not kept in the branch
Accurately balance and close cash drawer at the end of each business day, along with assisting staff with balancing cash drawers and posting errors
Balance the ATM/CDM/recycler, general ledgers, and vault daily
Provide guidance and training to Tellers on operating procedures, monitor regulatory and compliance changes
We are open in the driveup from 7 a.m. to 6 p.m. Monday through Friday, and open in the lobby from 8:30 to 5 p.m. Monday through Wednesday, and from 8:30 to 6 p.m. on Thursday and Friday. On Saturdays, we are open in both the lobby and the driveup from 8 a.m. until noon. The schedule for this position encompasses our hours of operation, including a rotating Saturday morning.
We are looking for a combination of:
Three years' relevant experience; prior teller and supervisory experience is preferred
Exceptional verbal and written communication skills, strong time management and organizational skills
Familiarity with Microsoft office suite and web-based software packages
The ability to work hard, find solutions, and have fun
Passion for providing outstanding service to our members - internal and external
$27k-31k yearly est. 60d+ ago
Mortgage Servicing Manager
Community First Credit Union 4.1
Community First Credit Union job in Neenah, WI
We believe every mortgage represents a dream. As our Mortgage Servicing Manager, you'll play a critical role in leading a team that helps turn our member's dreams into reality. Working alongside a team of mortgage professionals who takes pride in both the quality of their work and the quality of their service, you'll oversee all aspects of mortgage servicing, including loan administration, escrow management, investor reporting, and compliance. Our environment is fast-paced, high-volume, and deadline-driven, but we never forget that our work also provides joy.
If you're a collaborative credit union professional who believes in the power of people helping people, this is an opportunity to make meaningful impact while contributing to the long-term financial health of our 160,000+ member-owners.
As the Mortgage Servicing Manager with CFCU, you will:
Lead with purpose. Mentor and continuously develop your team, fostering a culture of accountability and continuous improvement
Foster collaboration. Oversee all mortgage servicing functions and work cross-functionally to enhance processes and experiences
Deliver on our promise. Champion a member-focused approach to mortgage servicing, ensuring a positive member experience
Move the needle. With a focus on continuous improvement and optimization, ensure service-level expectations are met, identify risks, and implement action plans
Give back. Join a team that's as passionate about caring for the community as you are
We are looking for a combination of:
Bachelor's degree in Business, Finance, or a related field (or equivalent experience)
5+ years of mortgage servicing and/or loan administration, with 3 years in a management role
Deep understanding of mortgage servicing regulations, investor requirements, and compliance standards
Strong analytical skills with experience in risk assessment and process improvement
Proven leadership experience with a track record of developing high-performing teams
Excellent communication and interpersonal skills, with the ability to collaborate across departments
Proficiency in mortgage servicing platforms and reporting systems
Must not be on any agency watch list or banned list to include but not limited to HUD, FNMA, FHLMC, FHLB or NCUA
$51k-64k yearly est. 2d ago
Receptionist
Community First Credit Union 4.1
Community First Credit Union job in Seymour, WI
Join a movement, not just a workplace. As Receptionist, you'll help build brighter financial futures for our member-owners at our new Seymour branch.
Provide a WOW experience to our members, serving as the first point of contact for people coming into the branch, while handling incoming phone calls and prioritizing other responsibilities. If you believe that a smile and warm welcome can change someone's day, and have an affinity for providing exceptional service while staying organized and directing traffic - this might be the right position for you. Play a crucial role for Community First, as part of a fun branch team that is dedicated to making a difference!
What you'll do as Receptionist at CFCU:
Deliver an experience. Provide outstanding, WOW service to external and internal members.
Support your team. Smoothly manage branch traffic and keep communication flowing.
Take initiative. Ensure members are served quickly and assisted with their questions or problems.
Engage in the community. At our newest Seymour branch, build relationships with current and prospective members, and help them understand the credit union difference!
We are looking for a combination of:
A high school diploma or equivalent
One+ year of related experience
Excellent listening ability and verbal communication skills
Familiarity with Microsoft office suite and other financial services platforms
Above all: a passion for helping people and advancing the credit union's member-first mission
Branch Hours:
Drive-up: Mon-Fri 7:00 a.m.-6:00 p.m.
Lobby: Mon-Wed 8:30 a.m.-5:00 p.m.; Thu-Fri 8:30 a.m.-6:00 p.m.; Sat 8:00 a.m.-12:00 p.m.
This position follows our branch hours, including a rotating Saturday schedule.
Why Community First?
When you join Community First Credit Union, you're not just working at a financial institution-you're joining a cooperative where
every member is an owner
. That means our focus is always on doing what's best for people, not profits. Here, you'll be part of a team that truly cares, in a place where your leadership directly strengthens the financial well-being of families, neighbors, and communities.
$27k-32k yearly est. 60d+ ago
Special Accounts Representative
Community First Credit Union 4.1
Community First Credit Union job in Neenah, WI
As our Special Accounts Representative, you will play a pivotal role in supporting our members and internal teams in managing specialized and sensitive accounts. These accounts include fiduciary, estate, power of attorney, trust accounts, and business accounts. Drawing on your empathy, accuracy, and expertise, you'll serve as the primary point of contact for complex accounts, ensuring proper documentation, and providing expert guidance to both members and employees. If working collaboratively with an experienced team to guide our employees and members through difficult and complex account situations sounds like a great fit, we'd love to hear from you!
As our Special Accounts Representative, you will:
Handle deceased member accounts: research, process, and maintain accounts for deceased members, and serve as primary contact for inquiries and service requests
Provide special accounts support: provide specialized support to teams managing fiduciary, estate, power of attorney, and trust accounts, ensuring compliance with all relevant regulations, including business and complex accounts
Review documentation and process management: review and verify new account documentation for accuracy and completeness, focusing on fiduciary, trust, and business accounts
Manage the notary program, providing support and training for new and existing employees to ensure accurate and compliant notarization processes
Stay current with laws and regulations pertaining to fiduciary, estate, trust, and deceased member accounts. Ensure that all account management activities comply with state and federal regulations, as well as internal policies
We are looking for a combination of:
Three+ years of experience in administering deceased accounts, estates, power of attorney, fiduciary accounts, or similar roles within a financial institution or legal environment
Strong ability to interpret, analyze, and process legal and financial documents related to deceased and special accounts
Outstanding verbal and written communication skills, with a high level of professionalism and empathy when dealing with sensitive matters
Highly detail-oriented, organized, and able to manage multiple responsibilities with accuracy
Demonstrated ability to resolve complex account issues using sound judgment and critical thinking skills
Familiarity with credit union operations, fiduciary responsibilities, and estate management preferred
Expertise in handling sensitive member information with discretion and confidentiality
Proficiency in financial software and tools used for account management and documentation review; general proficiency in Microsoft Office suite
Paralegal, Law
$34k-39k yearly est. 60d+ ago
AVP, Business Lending
Dupaco 3.4
Madison, WI job
The AVP, Business Lending fuels Dupaco's growth by cultivating powerful relationships with business members and supporting their financial success. This role is dedicated to expanding business lending and deposit opportunities through proactive outreach, strategic partnershipâbuilding, and a deep commitment to understanding each member's goals. It's a highâimpact position for someone who thrives on driving business development and creating longâlasting member loyalty.
#DupacoDifference. *******************************************
Dupaco Values:
Demonstrates Dupaco Values: Rooted In Trust, Empathetic Understanding, Strengthening Relationships, Advocate for All and Invest in You
What you'll be doing:
Works with other areas as needed for member issues and needs, including Business Services, Business Lending Processing, DFS/DIS, and others to ensure any requests, needs, or challenges are acted upon appropriately.
Successfully demonstrates effective selling skills and behaviors including loan fee generation, loan portfolio growth and production, business deposit generation, as well as referrals into Business Services and other areas of the Credit Union.
Proactively establish and maintain connections within the communities we serve to continue building the commercial book of business within the credit union (via community events, networking, social media, email, etc.).
Establish and negotiate, business loans and inform member of the terms under which credit will be extended, including the costs, repayment schedule and collateral requirements.
Make calls to proactively deepen existing and build new business relationships.
Periodically collect and analyze information which reflects the current credit worthiness of applicant. Information may be obtained by direct inspection of the applicant's business and/or collateral, review of financial statements, personal interview, etc.
Monitor loan repayment activities and assist with collecting past due accounts, as needed.
Meet portfolio management matrices including financial exceptions, borrowing bases, and annual reviews, and line of credit renewals.
Should possess strong portfolio management skills as well as foundational credit skills.
Support loan request through Business Loan Committee with a complete package, borrower background, credit recommendation, and appropriate structure. Exposures that do require committee approval will be worked jointly with a supervisor or more experience lender on the team.
Demonstrate job knowledge to avoid challenges and deescalate as necessary.
Complete borrower onboarding including assembling appropriate borrower background information, financial statements, and other documents to evaluate credit worthiness.
Serve as a relationship manager and facilitate discussions with customers on all matters related to other credit union services including deposit services, insurance needs, and financial planning support. Manages transaction processes from initial engagement through final close, including structure, pricing, internal approval / compliance processes and documentation.
Aggressively grows and maintains a profitable book of business by successfully closing deals to meet or exceed individual and department revenue, contribution, fee income, loans and deposit goals.
What you'll need:
Bachelor's Degree in related field, or equivalent experience.
4+ years' of experience in business lending or equivalent experience.
Excellent listening, verbal and written, and presentation skills.
Knowledge of business financial statements and cash flows analysis.
Knowledge of laws and regulations governing business and consumer lending practices as well as collection practices.
Ability to systematically gather, read, retrieve, and interpret data from reports and in order to make effective decisions.
Excellent problem solving ability.
$102k-127k yearly est. 3d ago
Consumer Loan Lending Specialist
Community First Credit Union 4.1
Community First Credit Union job in Neenah, WI
As a Consumer Loan Lending Specialist, you will work closely with our members to uncover their financial needs and offer exceptional consumer loan products. Do you have a passion for service? A love of lending? Want the opportunity to “Find A Way” for those you serve? Community First believes in the value of personal relationships with our members. Turn strong phone and web traffic into conversations that can be life-changing for our members in this critical role.
As a Consumer Loan Lending Specialist with Community First Credit Union, you will:
Deliver exceptional, “WOW” service - every day, every time
Interact with members over the telephone to uncover financial needs and provide appropriate solutions utilizing products and services available within the credit union
Be key in telling the member's story and working with the underwriting team to identify the best possible solutions for our members, including Home Equity, HELOC, balloon, vehicle, and a wide variety of other consumer loan products
Determine the best avenue for loan disbursement to ensure convenience for the member and in support of branch appointment guidelines and contact center goals
Customize protection solutions for all applicable lending products to include, but not limited to, payment protection, guarantee asset protection, and warranty
Address member questions or concerns pertaining to their accounts, mortgage loans, commercial loans, credit cards, and other products or services offered by the credit union
Recognize opportunities to cross-sell all credit union products and referral services to increase services per household and deepen member relationships
We are open in the Member Contact Center from 7 a.m. to 6 p.m. Monday through Friday, and on Saturdays from 7 a.m. to 1 p.m. The schedule for this position encompasses our hours of operation, including a rotating Saturday morning.
We are looking for a combination of:
Associate's Degree in a banking, finance, business, or related field
Two years' relevant experience, including prior lending and financial services experience
Exceptional verbal and written communication skills; strong time management and organizational skills
Familiarity with Microsoft office suite and web-based software packages
The ability to work hard, find solutions, and have fun
Passion for providing outstanding service to our members - internal and external
$44k-52k yearly est. 56d ago
Member Service Representative
Community First Credit Union 4.1
Community First Credit Union job in Greenville, WI
We believe passionate people provide excellent service. As our Member Service Representative, your active listening skills, "find a way" attitude, and financial acumen will solidify your role as a valued partner for our members. Our strong branch traffic shows there's still something special about the face-to-face conversations you'll support. Having relationship-based discussions to uncover a member's financial needs will allow you to offer exceptional consumer deposit and loan products solutions. If you seek meaningful work and aspire to create a positive, life-changing difference in your community, we'd like to talk with you!
As our Member Service Representative, you will:
Provide outstanding service by meeting and speaking with members to uncover financial needs and provide appropriate solutions utilizing products and services available within Community First. Provide solutions within the governing policies and procedures of the credit union
Open and service deposit accounts for members or prospective members, including savings, checking, certificates, money markets, HSA, IRA, ACH, and ATM. Also, close accounts when necessary
Assist members with service needs, including wire transfers, payroll deduction/direct deposit, check and ATM requests, and statement queries
Assist members in the successful resolution of questions or concerns they may have regarding their accounts at Community First
Take loan applications, perform debt ratio/collateral analysis, obtain approval, close loan, and complete file
Customize protection solutions for all applicable lending products, including payment protection, GAP, and warranty
Address member questions about mortgage loans, commercial loans, credit cards, and other products or services
Promote and cross-sell based on member needs all credit union products and services to increase services per household and deepen member relationships
We are open in the lobby from 8:30 to 5 p.m. Monday through Wednesday, and from 8:30 to 6 p.m. on Thursday and Friday. On Saturdays, we are open in both the lobby and the driveup from 8 a.m. until noon. The schedule for this position encompasses our hours of operation, including a rotating Saturday morning.
An ideal candidate will have a combination of:
Associate's degree in banking, finance, business, or a related field
Two years of relevant experience; prior lending, and financial services experience is preferred
Exceptional verbal and written communication skills, strong time management, and organizational skills
Familiarity with Microsoft Office suite and web-based software packages
Passion for providing outstanding service to our members - internal and external
The ability to work hard, find solutions and have fun
$31k-36k yearly est. 60d+ ago
Branch Manager
Community First Credit Union 4.1
Community First Credit Union job in Nichols, WI
As Branch Manager, you'll build relationships with members, while coaching your team to deliver the exceptional service and operational excellence that makes us Community First Credit Union! Bring your passion for service and leadership to life on a daily basis: our branches have strong member traffic, and every day presents new opportunities to create a member for life. At Community First, we are proud of the competitive products we offer and the commitment to getting our members the best possible solutions for their needs - in a fun team environment, surrounded by people who care.
As a Branch Manager with Community First, you will get to:
Provide outstanding quality service by meeting and speaking with members to identify, match and fulfill financial needs. Those needs are met through delivery of the products and services available within the policies and procedures of the credit union.
Lead deposit, lending and member service functions for the branch. Ensure duties are performed in accordance with established policies, principles and standards and looks for opportunities to provide exceptional experiences to our members.
Open and support deposit accounts for members including savings, checking, certificates, money markets, IRA, escrow, and holiday. Insure these deposit accounts are performed within the policies and procedures of the credit union.
Take loan applications, perform debt ratio/collateral analysis, obtain approval, close loan and complete file.
Customize protection solutions for all applicable lending products. Meet set individual objective for protected loans and support branch goals. Continue ongoing coaching with lenders to ensure protection solutions are presented to members.
Evaluate work of employees, conduct performance appraisals, hire new employees and other related personnel functions. Provide training and assistance to employees to ensure efficient and effective delivery of member services.
Assist Regional Managers in establishing and developing plans to meet or exceed branch goals.
Interact with members and resolve member complaints and concerns.
Remain active in member service function to meet member needs including teller transactions, new account transactions and lending transactions.
We are open in the driveup from 7 a.m. to 6 p.m. Monday through Friday, and open in the lobby from 8:30 to 5 p.m. Monday through Wednesday, and from 8:30 to 6 p.m. on Thursday and Friday. On Saturdays, we are open in both the lobby and the driveup from 8 a.m. until noon. The schedule for this position encompasses our hours of operation, including a rotating Saturday morning.
We are looking for a combination of:
Bachelor's Degree in banking, business, management, or a related field
5+ years of banking, member service and/or sales experience; 2+ years of leadership experience
Exceptional verbal communication skills, as well as advanced ability to multi-task, prioritize, stay organized, and follow up
Familiarity with Microsoft office suite, as well as web-based software and financial services platforms
Passion for providing outstanding service to our members - internal and external
$43k-52k yearly est. 60d+ ago
Teller
Community First Credit Union 4.1
Community First Credit Union job in Appleton, WI
We believe tellers are Community First's essential, front-line ambassadors. As our Teller, your energy for engaging with people, ninja accuracy, and wicked organizational skills will find a great home. Our members are owners of Community First, and employees are too. That's why your passion for providing WOW service will be personally rewarding as you handle cash and perform a high volume of transactions that are critically important to our members.
Not sure about banking products and services? We are. You'll receive top-notch training and support, no matter what industry you're joining us from. Service, accuracy, organization - you'll get to do it all in this role as you expand your financial services expertise. If you crave a work environment that has life-friendly hours, a community-centered vibe, and is a place where growing and broadening your skills will be nurtured, we should talk!
As our Community First Teller, you will:
Provide exceptional, WOW service to internal and external members
Receive cash and checks for deposit into members accounts
Cash checks for members
Accept loan and credit card payments
Make transactions between accounts as instructed by members
Place proper holds on deposited items for uncollected funds following CFCU policy and procedure
Handle proper disbursement of cashier's checks, money orders, and gift cards
Identify non-negotiable and fraudulent checks to avoid losses for the member and the credit union
Accurately balance and close cash drawer at the end of each business day
Promote, cross-sell, and refer credit union products and services to fulfill member financial needs
We are open in the driveup from 7 a.m. to 6 p.m. Monday through Friday, and open in the lobby from 8:30 to 5 p.m. Monday through Wednesday, and from 8:30 to 6 p.m. on Thursday and Friday. On Saturdays, we are open in both the lobby and the driveup from 8 a.m. until noon. The schedule for this position encompasses our hours of operation, including a rotating Saturday morning.
An ideal candidate will have a combination of:
A high school diploma or equivalent
At least one year of cash handling experience; previous Teller experience is a plus
Excellent listening ability and verbal communication skills
Familiarity with Microsoft Office suite and web-based software packages
Passion for providing outstanding service to our members
The ability to work hard, find solutions, and have fun
$27k-32k yearly est. 29d ago
Mortgage Loan Processor
Community First Credit Union 4.1
Community First Credit Union job in Neenah, WI
We believe every mortgage represents a dream. As a Mortgage Loan Processor, you'll play a critical role in turning our member's dreams into reality. Throughout the mortgage process, you'll champion WOW service as the liaison between our member and the loan originator. Your daily, hands-on coordination and processing of submitted mortgage loan files directly support delivery of high-quality mortgage experiences. Our environment is fast-paced, high-volume, and deadline-driven, but we never forget that our work also provides joy. If you're looking for career where your detail-oriented nature, communication skills, and organizational talents will be highly valued, we'd like to talk to you!
As a Mortgage Loan Processor, you will:
Deliver exceptional service to members, lenders, title companies, and other partners, offering guidance and expertise throughout the loan process.
Work with borrowers, team members, and third parties to ensure all loan conditions have been met prior to closing.
Review and process mortgage files includes ordering the appraisal, flood and title work, checking for accuracy and preparing the loan for underwriting.
Ideal Candidates will have a combination of:
High School Diploma or equivalent
One to two years of mortgage processing experience, or an equivalent combination of education and related experience.
Strong time management and organizational skills, as well as exceptional verbal and written communications skills
Familiarity with Microsoft Office Suite and web-based software
Knowledge of lending practices and regulations
The ability to adjust priorities, stay organized and provide process-wide attention to detail
$36k-43k yearly est. 27d ago
Learn more about Community First Credit Union jobs
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Community First Credit Union may also be known as or be related to COMMUNITY FIRST CREDIT UNION and Community First Credit Union.