Desert Schools Federal Credit Union jobs - 41 jobs

The Human Resource Business Partner II (HRBP II) plays a crucial role in driving organizational effectiveness and business success. The HRBP II will collaborate with stakeholders to implement HR strategies aligned with business goals, foster positive employee relations, create and champion change initiatives, coach leaders on talent management, integrate HR solutions, utilize data for decision-making, build strategic partnerships with executives and stakeholders, and identifies root causes of organizational challenges for targeted solutions. What you will do here: Employee Relations: * Manage and foster positive employee relations by promptly addressing employee concerns, grievances, and conflicts fairly and consistently. * Partner with lines of business leadership to promote a respectful and inclusive work environment, ensuring compliance with relevant employment laws, policies, and procedures. * Conduct effective investigations into employee relations issues, including claims, complaints, and conflicts, and provide recommendations and solutions to mitigate risks and enhance employee engagement HR Program Management: * Implement HR programs that align with business goals and enhance organizational effectiveness, such as performance management, talent development, succession planning, and employee engagement initiatives. * Support the implementation, and evaluation of HR programs and initiatives, ensuring they are aligned with best practices, compliance requirements, and organizational values. * Monitor and analyze program effectiveness through metrics, data analysis, and feedback mechanisms, making data-driven recommendations for continuous improvement for assigned areas. Talent Coaching: * Lead the deployment and execution of HR initiatives focused on employee engagement, retention, and career development pathways. * Provide coaching to leaders on effective people management, leadership capabilities, and performance enhancement strategies. * Develop leaders' skills in fostering employee growth, learning, performance management, and talent development. Solutions Integration: * Work with lines of business leadership to design and implement optimized organizational structures and operating processes, facilitating business alignment and resource allocation. * Collaborate with HRIS and HR Operations to integrate specialized knowledge, resources, and services into comprehensive HR solutions. * Design, develop, and implement end-to-end solutions that address root causes and achieve desired business outcomes effectively. Stakeholder/Cross-functional Partnerships: * Establish and nurture credible relationships with a diverse range of internal and external stakeholders, including employees, managers, HR teams, and external partners. * Foster collaboration and mutual understanding among stakeholders, ensuring alignment with organizational values, goals, and priorities. * Leverage strong communication and interpersonal skills to engage stakeholders in HR initiatives, drive consensus, and achieve collective goals for organizational success. Change Leadership: * Proactively identify areas for beneficial organizational change and champion positive transformation efforts. * Partner with executives to anticipate and manage change pressures, guiding effective change management through clear communication and actionable implementation plans. * Embody and promote the credit union's culture, values, and leadership principles, influencing stakeholders to embrace and drive meaningful change. Perform other job-related duties as assigned. What you will need: * 5+ years total HR experience required with 3+ years in financial services preferred. * Bachelor's degree (HR, Business, or related field) and/or equivalent combination of education and experience required. * Effective relationship building skills required. * Demonstrated expertise in integrating both qualitative and quantitative data sources to make recommendations, decisions and appropriately influence leaders required. * Sound decision-making skills required. * Strong internal and external customer service focus required. * Demonstrated ability to manage multiple priorities simultaneously - orientated on results required. * Excellent organizational and interpersonal skills required. * Demonstrated capability of working in a fast-moving high-workload environment required. * Demonstrated strong business acumen required. * PHR - Professional Human Resources Certificate preferred. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. For additional information about our organization, careers, and benefits visit: ***************************************

The Talent Acquisition Specialist (TAS) II, is an important part of our talent acquisition team, focused on supporting multiple lines of businesses and a variety of role levels within the organization, including but not limited to high-volume, professional, and tech roles. The TAS II is responsible for managing full-cycle recruitment efforts such as sourcing, screening, interview management, creating job offers, market analysis to identify talent pools, understanding compliance/regulatory employment information, and engaging top talent. They implement recruitment initiatives, build candidate pipelines, and provide support to hiring managers to ensure a seamless and efficient hiring process. What you will do here: Strategic Sourcing: Craft compelling job marketing campaigns that enhance candidate engagement. Leverage diverse social media channels and digital platforms to promote open positions, showcasing the credit union's culture and commitment to community and financial well-being. Utilize various sourcing methods, including job boards, social media, networking, and referrals, to identify and attract qualified candidates for open positions. Conduct initial screenings to assess candidate fit and suitability for roles. Data Analysis & Management: Conduct market analysis to identify talent pools and track compliance with regulatory employment information. Maintain accurate and up-to-date candidate records in the applicant tracking system (ATS) and other recruitment databases. Talent Pipeline Management: Build and maintain a strong talent pipeline, continuously sourcing and nurturing relationships with potential candidates to meet current and future hiring needs. 15% Job Offer Creation and Negotiation Support: Create job offers and support hiring managers in negotiations, ensuring compliance with company policies and regulatory requirements. Provide guidance and support to ensure fair and competitive offers. Talent Engagement: Develop and maintain relationships with candidates through proactive communication, personalized outreach, and timely follow-up to keep them engaged and interested in potential opportunities within the organization. Recruitment Coordination: Coordinate and schedule interviews, assessments, and other hiring activities, ensuring a positive candidate experience throughout the recruitment process. Communicate effectively with candidates and hiring teams to manage expectations and provide necessary support. Collaboration and Support: Partner closely with hiring managers, HR business partners, and other stakeholders to understand their talent requirements and provide proactive support and guidance throughout the recruitment process. Support team initiatives and projects aimed at improving recruitment effectiveness, efficiency, and candidate quality, contributing ideas and assistance as needed. All other duties as assigned. What you will need: High School or GED required. Bachelor's Degree in Human Resources Management or related field preferred. Or equivalent combination of education and experience required. 3+ years' experience in talent acquisition, recruitment coordination, or related HR functions required. Excellent communication and interpersonal skills, with the ability to engage and build relationships with candidates and stakeholders required. Detail-oriented with strong organizational and time management skills required. Ability to work independently and collaboratively in a fast-paced, dynamic environment required. Proficiency in applicant tracking systems (ATS), Microsoft Office suite, and other relevant software applications required. Recruitment or HR Certifications preferred. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. For additional information about our organization, careers, and benefits visit: ***************************************

JOB TITLE: Member Advocate REPORTS TO: Branch Manager SUPERVISES: None EXEMPTION STATUS: Non-exempt PRIMARY FUNCTION: Provide exceptional experiences by utilizing a consultative approach to handle every member need, from service to sales, with warmth and a collaborative spirit. ** Starting Hourly Rate: $21.00** ESSENTIAL FUNCTIONS: 1. Perform cash handling and payment processing within established procedures and controls. 2. Establish new relationships and deepen existing member relationships through a needs-based selling approach, demonstrating industry leading service. 3. Process new account openings, loan applications/disbursals, and routine member maintenance requests accurately and efficiently. Refer loan products that will best meet member needs to help support branch growth and production goals. 4. Consistently demonstrate a commitment to advancing knowledge of sales techniques and product knowledge to better serve members. 5. Engage in behavior that aligns with TFCU's cultural beliefs. 6. Abide by state and federal banking regulations. Attend training sessions and complete compliance training on an annual basis. Follow credit union Member Privacy Policy and member identification procedures. 7. Maintain a professional businesslike appearance in accordance with TFCU's Dress and Personal Appearance Policy. 8. Adhere to TFCU's attendance and punctuality policy. KNOWLEDGE, SKILLS AND ABILITIES: Level 1: Minimum five (5) years of Customer Service-related experience required. Education/Training/Functions: HS Diploma/GED or equivalent, beginning level of training with MS Office. Basic general computer skills (i.e.: using email, navigate the internet, search functions). Working with an In-Branch Trainer. Completion of Training Plan and eLearning coursework. Progress to Level 2 when demonstrated ability to work independently has been observed; within 90 to 180 days. Level 2: Minimum six (6) years of Customer Service-related experience required. Education/Training/Functions: In addition to Level 1 Education/Training/Functions: Intermediate level of training with MS Office. Basic general computer skills (i.e.: using email, navigate the internet, search functions). Has completed all training. Requires no direction in the completion of basic duties including pipeline management. Demonstrates superior product knowledge. Excellent needs based selling skills. Acts as contact for internal quality assurance (ie: Calls, Title Work, loan documents). Level 3: Minimum eight (8) years of Customer Service-related experience required. Education/Training/Functions: HS Diploma/GED or equivalent, advanced level of training with MS Office. Intermediate computer skills (i.e.: tables and graphics). Handles all complex branch assignments. Serves as mentor to team members. Creates Marketing/Sales Campaigns in alignment with company goals and initiatives. Trainer: Minimum eight (8) years of Customer Service-related experience required. Education/Training/Functions: HS Diploma/GED or equivalent, advanced level of training with MS Office. Intermediate computer skills (i.e.: tables and graphics). Responsible for the completion of training plans for Level 1 and 2 advocates. Trained to identify learning styles and alter training based on the need of a trainee. Ability to assess employee's retention and performance during the training period. Qualifications: 1. Knowledge of basic mathematical applications. 2. Proficiency of the English language, sentence structure, proper grammar and spelling of words. 3. Ability to speak using proper grammar to effectively communicate and convey business principles to members. 4. Ability to handle a variety of tasks and appropriately prioritize throughout a business day. 5. Knowledge of the Microsoft Office Suite products, specifically Outlook, Word, Excel and PowerPoint. 6. Basic knowledge of progressive technology. 7. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. Availability: Monday through Saturday, as scheduled. Physical Demands: The Physical Demands described here are representative of those that must be met by the person in this position to successfully perform the essential functions of the job with or without reasonable accommodation. 1. Sit, Stand, Walk and Bend: While performing the duties of this job, this position is regularly required to sit, stand, and walk about inside the branch. Bending is also sometimes required to reach low cabinets and drawers. 2. Use of Hands/Fingers: To operate a computer, keyboard, mouse and other office machinery such as but not limited to; a calculator, copy machine, and printer. Additionally, this position is frequently required to sit and reach with hands and arms. 3. Speech/Hearing: This position frequently communicates via phone and in person. Must be able to talk to/hear members and educate them on products and services offered at the credit union. 4. Lifting: The ability to occasionally lift up to 25 lbs. is required for this position. s are not intended and should not be construed to be exhaustive lists of all responsibilities, skills, efforts, and working conditions associated with a job. They are intended to be accurate reflections of those principal job elements essential for making fair pay decisions about the value of the job. This job description does not create or constitute the terms of a contract of employment, commitment, or guarantee of employment; TFCU is an “employment at will employer.”

The Service Desk Specialist III is a senior technical role responsible for providing Tier 3 support for hardware, software, and enterprise systems. This position owns the end-user compute lifecycle, including imaging, deployment, and refresh of PCs and laptops. Responsibilities include SCCM administration for software deployment, patching, and compliance, vulnerability management for endpoints, and application lifecycle support. Strong organizational skills and the ability to deliver timely, high-quality service are essential. What you will do here: Provide Tier 3 support for hardware, software, and enterprise systems Manage end-user compute lifecycle (imaging, deployment, refresh) Administer SCCM for software deployment, patching, and compliance Perform vulnerability management and remediation for endpoints Provide application lifecycle support (deployment, updates, retirement) Maintain and update knowledge base and documentation Perform other related duties as assigned. What you will need: Vocational School or some college courses; Information Technology or Information Systems preferred required. Bachelor's degree in an IT related major preferred. 6+ years of progressive IT support experience, including at least 3 years in endpoint management and SCCM administration required. 1+ years experience in financial services preferred. Advanced troubleshooting and problem-solving across hardware, OS, and enterprise applications required. Expertise in end-user compute lifecycle management (imaging, deployment, refresh) required. SCCM administration for software deployment, patching, and compliance required. Endpoint vulnerability management and remediation required. Application lifecycle support (deployment, updates, retirement) required. Familiarity with PowerShell scripting for automation required. Strong customer service, technical reasoning, and excellent written and verbal communication skills required. Effective time management and prioritization skills required. Licenses/Certifications A+ preferred. Licenses/Certifications ITIL Foundation preferred. Licenses/Certifications Microsoft 365 Endpoint Administrator preferred. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. For additional information about our organization, careers, and benefits visit: ***************************************

A Senior Life & Health Insurance Agent is responsible for providing exceptional member service to our insurance clients. They provide information on various insurance products, explain coverage options, and help clients connect with our field agents. They must stay up-to-date on insurance industry trends, regulations, and product offerings to provide the best possible service to clients. Additionally, they may be responsible for managing client relationships, guiding clients through the claims process, and ensuring compliance with all relevant laws and regulations. What you will do here: Client Service and Support: Handle inbound client inquiries related to Medicare Advantage, Supplement, and Prescription Drug Plans with professionalism and accuracy Assist with comprehensive policy servicing including policy changes, claims support, and renewal questions Educate clients on plan benefits, eligibility criteria, and enrollment timelines Handle and document any initial client complaints and escalating to Leadership when appropriate Compliance and Documentation: Ensure compliance with CMS (Centers for Medicare & Medicaid Services) and HIPAA regulations in all client communications. Maintain accurate records in SalesForce and servicing systems for all client interactions. Keep up to date with regulatory information, carrier updates, and industry trends. Team Collaboration and Support Collaborate with the sales and onboarding team to support seamless client transitions. Collaborate effectively with sales and onboarding teams to support seamless client transitions from prospect to enrolled member Schedule and coordinate incoming referral and appointment requests for the field sales team Participate in team meetings and contribute to department goals and initiatives Other duties as assigned. What you will need: High School Diploma or GED required. 2+ years of experience in insurance servicing, customer support, or healthcare administration required. 2+ years of experience in a Medicare-related role required. High attention to detail required. Ability to work in a compliance-based environment required. Exceptional Communication skills with clients and team members required. Learning agility, become a subject matter expert in insurance product offerings required. Exceptional Customer Service Skills required. Proficiency with MS Office Suite Products (Word, Excel, PowerPoint, and Outlook) required. Active Life and Health Insurance License required. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. For additional information about our organization, careers, and benefits visit: ***************************************

The Senior Corporate Counsel functions under the direction of the General Counsel and serves as a member of the in-house legal team for the credit union and its subsidiaries. The Senior Corporate Counsel is responsible for providing advanced legal support and guidance across a wide range of operational, transactional, and regulatory matters and represents the company in complex contract negotiations, enterprise risk assessments, and dispute resolution matters. The Senior Corporate Counsel provides experienced legal advice on compliance, employment and labor matters, corporate governance, public records, contracting and procurement, ethics, and conflict of interest matters, while contributing to strategic decision-making and mentoring junior counsel. What you will do here: Provide legal, compliance, regulatory, and risk management advice and recommendations to the credit union and its subsidiaries on all areas of operations, including (a) reviewing, negotiating, and advising on moderate to high-risk vendor contracts, commercial real estate acquisitions and leases, construction agreements, marketing and sponsorship agreements, software and licensing agreements, and other complex transactions; (b) revising corporate formation and organization documents; (c) researching and drafting policies and procedures to ensure legal compliance and best practices; and (d) advising on legal, risk and compliance issues related to credit union products and operations. Provide cross-functional analysis of the legal, regulatory, compliance, and financial risks associated with vendor relationships and agreements; advise the credit union and its subsidiaries on risk mitigations for moderate to high-risk vendors. Serve as counsel for the credit union and its subsidiaries in contested or complex matters, including docketing deadlines, researching and drafting relevant documents and filings, managing discovery, and negotiating directly with opposing counsel to resolve matters efficiently. Conduct and oversee internal employment, ethics, and compliance investigations, including those involving sensitive or escalated employee complaints; interview witnesses; draft memoranda; and provide recommendations related to legal exposure, corrective action, and strategic risk. Review, draft, and approve communications and responses to regulatory agencies in connection with member complaints, inquiries, or enforcement actions, and assist with related internal reporting to ensure consistency and compliance. Provide training and guidance to other attorneys, paralegals, and staff on contract negotiation, legal risk assessment, and compliance issues, promoting a consistent and efficient approach across the department. Collaborate with attorneys to develop, update, and implement enterprise-wide legal and compliance policies and procedures; identify areas of potential improvement and risk mitigation in contracting, procurement, and operations. Oversee or coordinate work with external counsel in specialized areas such as litigation, intellectual property, regulatory compliance, and employment law; and evaluate outside counsel performance. Perform other duties as assigned. What you will need: Juris Doctorate (JD) degree from an ABA accredited law school required. 5+ years of experience as a practicing attorney with a focus in commercial transactions, financial institution, banking, or consumer protection law required. 1+ years of Banking, fintech, and financial institution experience required. 1+ years of Payments, lending, money movement experience preferred. Law firm experience preferred. Working knowledge of regulatory requirements of credit unions, retail banking, or other financial institutions or fintech companies required. Excellent organizational, communication and interpersonal skills. Ability to multitask, focus, and prioritize multiple projects under pressure to meet deadlines required. Strong research, writing and negotiation skills required. Seasoned business acumen with the ability to distill complex legal requirements into actionable advice to further business objectives required. Ability to identify, advise on, and mitigate legal an operational risk required. Working knowledge of the business requirements and risks associated with marketing, lending, retail banking, commercial banking, consumer banking, information technology, information management, privacy, non-profit foundations, corporate formation, corporate acquisition, credit reporting, loss mitigation, facilities operations, finance, insurance, property ownership, real estate transactions, and vendor management. required. Member of the Arizona Bar (in good standing) required. Admitted to practice in the Supreme Court of the State of Arizona, and all other Arizona State Courts required. Admitted to practice in the District of Arizona required. Eligible to be admitted to practice pro hac vice in the federal and state courts of other jurisdictions required. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. For additional information about our organization, careers, and benefits visit: ***************************************

The Integration Engineer II is responsible for orchestrating the seamless flow of data, ensuring efficient curation for ingestion into the Data Warehouse (DW), as well as extracting and transforming data from the DW to feed other systems. They demonstrate a strong understanding of data integration, ETL processes, and a proactive approach to problem-solving. They ensure new integrations and management of current integrations are managed accurately and in a timely fashion. This role also facilitates the creation of curated views for LOB consumption as part of the integrations. What you will do here: Data Integration: Design and implement data integration solutions to curate diverse data sources for ingestion into the Data Warehouse including scripting in Python. Collaborate with stakeholders to understand data requirements and ensure proper alignment with integration processes. Create and monitor performant refreshes on enterprise solutions such as Power BI and SSRS. ETL Development: Develop, maintain, and optimize ETL workflows to facilitate the extraction, transformation, and loading of data between systems. Ensure ETL processes adhere to best practices for data quality, integrity, and performance. Data Warehouse Management: Collaborate with Data Warehouse Analysts to optimize data storage, schema design, and indexing for efficient data retrieval. Support the maintenance and enhancement of Data Warehouse structures to accommodate evolving business needs. Develop and deploy data model changes in support of the above Data Extraction for External Systems: Create and maintain processes to extract and transform data from the Data Warehouse for consumption by external systems. Work closely with end-users and system owners to understand data requirements for downstream applications. Error Handling and Monitoring: Implement robust error handling mechanisms to identify and resolve issues in data integration processes. Monitor integration pipelines and proactively address performance bottlenecks or data inconsistencies. Technical Support Support DW Analysts interpreting relationship databases providing technical insight. Optimize queries on behalf of LOB stakeholders and other BI team members Documentation: Maintain comprehensive documentation of integration processes, data mappings, and system dependencies. Contribute to the development of integration standards and best practices.. What you will need: Bachelor's degree in Computer Science, Information Technology, or a related field required. Master's degree in Computer Science, Information Technology preferred. 6+ years technical experience in data integration, ETL development, and working with Data Warehouses required. 3+ years financial institution experience required. 3+ years information security experience related to data transfer and encryption related to handling sensitive data required. Proven experience in data integration, ETL development, and working with Data Warehouses required. Strong SQL skills and familiarity with database concepts required. Proficiency in ETL tools (e.g. Talend, Matillion, Alteryx) required. Proficiency in scripting languages (e.g., Python, SQL) required. Understanding of data modeling and schema design required. Excellent problem-solving and troubleshooting skills required. Strong communication and collaboration skills required. Knowledge of data governance and security best practices required. Certification: Microsoft Power BI Data Analyst Professional preferred. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. For additional information about our organization, careers, and benefits visit: ***************************************

The Director of Audit leads and evolves Desert Financial's audit function into a strategic enabler of enterprise risk management, regulatory readiness, and operational excellence ensuring audits deliver actionable insights, foster cross-functional collaboration, and support long-term organizational growth. Success in this role is measured by the audit function's impact on strategic initiatives and risk mitigation, stakeholder satisfaction, the timeliness and quality of audit reporting and follow-up, the integration of audit insights into enterprise planning and operations, and the organization's readiness for regulatory milestones. The Director is responsible for anticipating future business needs, scaling audit capabilities, and fostering a culture of continuous improvement and innovation to ensure the organization is growth-ready and strategically positioned for change. What you will do here: Strategic Alignment & Planning: Partner with Enterprise Risk Management (ERM) and executive leadership to align audit priorities with strategic initiatives, risk appetite statements and regulatory milestones. Lead strategic planning sessions with external audit partners and internal leadership to ensure audit engagements reflect organizational goals, risk profile, business priorities and regulatory expectations. Develop and maintain a multi-year, risk-based internal audit plan, leveraging enterprise risk assessments, business unit input and evolving regulatory/regime changes. Continuously evaluate emerging risks (e.g., technology, cyber, third-party vendor, business model changes) and drive adjustments to the audit plan accordingly. Audit Program Leadership: Oversee all internal, external, regulatory and special audits to ensure integration with ERM, compliance frameworks, business objectives and control environment. Drive continuous improvement of audit methodologies, audit lifecycle (pre-audit planning/kick-off, fieldwork, reporting, follow-up), and use of analytics, technology and automation in audit processes. Manage the audit budget, resource allocation, external audit partner/vendor relationships, and ensure the audit team and external providers deliver efficiently and effectively. Monitor audit quality (scope coverage, issue severity, timeliness, stakeholder feedback), and report on audit function performance metrics. Stakeholder Engagement & Communication: Establish and nurture direct communication channels between the audit team, LOB leaders, ERM, compliance, finance, operations and other stakeholders to promote transparency, responsiveness and sound business partnership. Present audit findings, strategic insights and recommendations to the Supervisory Committee, Board of Directors, senior leadership and relevant committees; ensure messaging is clear, prioritized and actionable. Serve as the primary liaison for audit-related matters with external auditors, regulators/examiners, and other third-party assurance providers. Risk Intelligence & Advisory: Lead strategic audits (including control environment reviews, business process risk reviews, emerging risk horizon scanning) and embed audit insights into enterprise decision-making, business strategy, and operational planning. Evaluate control designs and business processes; advise lines of business and support functions on control enhancements, process improvements, best practices, and innovation opportunities. Facilitate audit training, risk awareness, and control-culture programs across the organization to elevate risk intelligence and proactive mitigation mindset. Talent, Culture & Change Leadership: Mentor business unit partners, external audit providers and foster a consultative mindset, business-partner orientation and strategic thinking across the audit function. Promote a culture of ethics, continuous learning, innovation, and strong control consciousness throughout the organization. Lead change management efforts related to audit function transformation (process redesign, technology adoption, business partnering model). Growth Readiness & Transformation Leadership: Champion initiatives that build organizational capacity for growth, including scalable audit processes, talent development, and adoption of emerging technologies. Lead transformation projects that prepare the organization for expansion, mergers, new business lines, or regulatory changes. Compliance Oversight: Ensure audit activities and function comply with professional standards (e.g., The Institute of Internal Auditors (IIA) Global Standards, regulatory frameworks applicable to credit unions) and maintain audit charter, policies and procedures accordingly. Oversee management's implementation of audit recommendations, track issue closure, measure impact and ensure that control-enhancement initiatives are embedded and sustained. Support preparation of required reports for regulators, examiners and audit committees, and ensure readiness for regulatory examinations and asset-threshold milestones. Perform other job-related duties as assigned. What you will need: Bachelor's degree in Accounting, Finance, Business Administration or a related field preferred. Equivalent combination of education and experience required. 8 years of experience in internal audit, external audit or audit process management, preferably within a financial services, regulated or asset-based institution required. 5+ years of leadership experience required. Deep understanding of internal audit standards (e.g., IIA Global Standards), ERM integration, regulatory audit frameworks, internal controls and risk assurance required. Instill a growth mindset and strategic orientation throughout the audit team and audit partnership, encouraging proactive learning, experimentation, and cross-functional collaboration to drive enterprise value required. Proven ability to lead cross-functional initiatives, influence senior stakeholders (executive leadership, Board/Supervisory Committee), and drive change required. Strong consultative and strategic mindset, with ability to operate as a business partner rather than just a control reviewer required. Excellent oral and written communication skills, facilitation and presentation skills, with experience presenting to senior leadership, audit committees or boards required. Strategic foresight, leadership fluidity, resource prioritization, vendor/partner management, change management, innovation and visionary thinking required. Demonstrated experience with audit analytics, process improvement, audit technology, and mature audit functions required. High degree of ethics, integrity, and professionalism required. Certified Public Accountant (CPA), Certified Internal Auditor (CIA) or equivalent professional certification preferred preferred. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. For additional information about our organization, careers, and benefits visit: ***************************************

The Director of Legal Operations is responsible for driving the operational efficiency of the Legal Department, overseeing and optimizing the department's workflows, technology systems, processes and reporting. The Director serves as a trusted advisor to the General Counsel and a collaborative partner across the company. What you will do here: Operational Leadership: Oversee the legal support staff performing day-to-day operations of the Legal Department, ensuring seamless workflows among attorneys, contract managers, and paralegals. Evaluate current processes to identify opportunities to gain efficiencies. Develop and implement business processes that support credit union objectives. Technology Management: Own and manage legal technology tools to automate workflows and optimize performance. Support the implementation, deployment, and consistent use of legal technology stack (e.g., Streamline, Ironclad, Safari, and Legal Tracker). Lead projects to evaluate, select, and implement new technology systems as needed. Develop training and support to legal team members on new systems and tools. Reporting: Utilize data analytics to monitor and report on performance metrics, trends, and areas for improvement within legal operations. Assist the General Counsel in the development of reports that will provide measurable insight to the Legal Department's priorities, value, and opportunities. Financial Oversight: Oversee relationships with outside counsel ensuring effective billing practices and budget alignment. Manage the Legal Department's budget including forecasting, invoicing, and expense tracking. Provide insights and recommendations for cost optimization and budget efficiency. Collaboration & Training: Collaborate closely with cross-functional teams, including Finance, IT, and other business units, to ensure alignment and integration of legal operations with broader business objectives. Develop training materials and conduct sessions to educate internal stakeholders on legal processes, tools, and best practices. Foster strong relationships across departments, promoting trust, open communication, and a client-service-oriented approach. Strategic Support: Act as a key advisor and operational partner to the General Counsel, supporting strategic initiatives and decision-making. Lead change management initiatives to ensure smooth adoption of new processes and technologies. Perform other job-related duties as assigned. What you will need: Bachelor's degree in Business Administration, Legal Studies, Management, or a related field preferred. Equivalent combination of education and experience required. 8+ years of experience in operations, process improvement, and/or workflow optimization required. 5+ years of experience in Legal Operations or Legal Department support of process, technology, and workflow optimization required. 5+ years of leadership experience required. Demonstrated success in leading process improvement initiatives, managing budgets, and optimizing team performance required. Strong understanding of legal processes, including contract management and regulatory compliance required. Demonstrated experience managing contract management and other legal technology systems required. Exceptional organizational skills and attention to detail required. Proven ability to manage budgets, oversee invoicing processes, and implement cost-saving measures required. Strong interpersonal and communication skills with the ability to collaborate across teams and build relationships at all levels required. Experience leading projects and change management initiatives in a legal or corporate environment required. Proactive, problem-solving mindset with a passion for driving operational excellence required. Data analytics skills required. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. For additional information about our organization, careers, and benefits visit: ***************************************

The Business Analyst II - BI is critical to ensure development work completed is the correct work to meet the business need / objective, ensure it is clearly defined and a full end-to-end solution has been identified, agreed and understood by both the BI development team as well as the business users/clients. The BA II works with the data analysts and business to confirm everyone has what is required to keep work moving forward, clearly account for changes and decisions as needed and ensure all parties are on point and understand their individual roles and contributions to ensure projects and deliverables will be done successfully and as agreed. The Business Intelligence function acts as a center of excellence involving the identification, requirements gathering, development and ongoing maintenance of reports, dashboards, visualizations and models for the organization. This high visibility position will collect requirements and draft business requirements definitions for data analysts, data engineers, data modelers and data scientists. This position primarily supports Desert Financial, but may also provide direct support for other SwitchThink clients. What you will do here: With minimal supervision, work with end users, product owners and clients to elicit, analyze, and document business requirements, ensuring they are clear, complete, and aligned with the organization's goals. Facilitate discussions to understand the business need of the request and discuss and confirm options with team to learn more about what is possible and recommend solutions for approval. Consult with the requestor/team/leadership to think through the aspects of the request to uncover hidden requirements, end user experience, up or downstream impacts, related system impacts, member impacts, etc while still keeping focus on timely deliverables. Translate requests / projects into technical requirement definitions including all of the requirements from the business / end user perspective(s) focusing on the problem(s) being solved and covering the who, what, when, where and why as well as deviations that may be required. Work with Data Analysts to add in any missing technical details required and assist with documentation that needs to be created. Participate in review of requirements written by others or as needed and work with the team to identify documentation required. Help create diagrams, flowcharts, wireframes and other documentation for development and create / update support documents as needed and if required assist in the transition of support at the end of the project for review. Facilitate working sessions and confirm that required technical documentation is completed as needed and that test cases and QA needs are documented / communicated throughout the project. Help manage client expectations / development work by executing established processes for client kick-off meetings, scoping/sizing meetings, creating / updating requirements documentation, project updates, etc and escalating issues to the delivery team to be addressed. Recommend improvements to processes to help streamline, improve communication and/or client satisfaction and remove friction for Data Analysts to complete the work. Perform other job-related duties as assigned. What you will need: Bachelor's degree in Business, Information Technology or related field required. Master's degree in Business, Information Technology or related field preferred. 3+ years experience as a Business Analyst or similar role required. 2+ years consecutive, hands-on IT project experience required. Information technology and/or banking/financial industry preferred. Expertise working in a fast-paced environment, managing on-going work and multiple medium-large complexity projects at once with minimal oversight required. Demonstrated knowledge of data bases, and the development of reports, dashboards, visualizations and analytic models required. Strong attention to detail required. Ability to prioritize work within time constraints required. Strong organizational and follow-up skills required. Strong relationship-building and customer service skills and ability to work across functions required. Ability to write basic SQL queries required. Competency with JIRA or similar work management software required. Competence using Microsoft Office Suite (Outlook, Word, Excel and Power Point, Project, SharePoint, and Visio); required. Expertise working with a visualization platform (PowerBI or Tableau) preferred. Expertise with both Waterfall and Agile development methodologies preferred. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. For additional information about our organization, careers, and benefits visit: ***************************************

Tellers contribute to the success of the credit union and its members by delivering accurate, efficient, and exceptional service experiences. They focus on service excellence and financial wellbeing by building trust through member transactions, handling cash responsibly, and engaging in basic consultative conversations to identify member needs. Tellers exemplify Desert Financial's dedication to outstanding service by performing every transaction with precision, adhering to operational and compliance standards, and providing courteous, solutions-oriented support to every member. As key members of the branch team, they build foundational knowledge of credit union products and services while developing the skills to support members' financial wellbeing, promote self-service adoption, and maintain a welcoming, inclusive branch environment. What you will do here: Build trusted member relationships by welcoming members to the branch, managing lobby traffic and appointment scheduling, and providing courteous, professional, and solutions-oriented support that fosters long-term trust. Deliver accurate, compliant, and professional service by processing member transactions such as deposits, withdrawals, check payments, and account servicing with precision and care. Uphold operational standards, follow compliance policies, take ownership of issue resolution, and act promptly on potential fraud or security concerns. Engage members in consultative conversations to identify member financial needs, provide basic financial guidance, and submit qualified referrals that support member financial wellbeing and deepen relationships. Use and promote digital tools and CRM systems to accurately complete transactions, maintain data integrity, and assist members in adopting self-service options for convenience and engagement. Pursue continuous learning and development by participating in coaching, feedback sessions, and cross-training opportunities to enhance personal performance and support branch goals. Other duties as assigned. What you will need: High School Diploma or GED required. 1+ years of experience in Sales and Service required. Previous experience with cash handling preferred. Previous financial institution experience preferred. Demonstrates a high level of accuracy and focus in processing transactions, maintaining records, and adhering to procedures; recognizes and resolves discrepancies proactively required. Displays genuine care, patience, and professionalism in every interaction; recognizes member emotions and responds appropriately to build trust and strengthen relationships required. Adapts quickly to evolving processes, technologies, and priorities while maintaining a positive and solutions-focused mindset in a fast-paced, dynamic environment required. Communicates clearly and confidently; actively listens to understand member needs and convey information accurately required. Contributes positively to branch goals through teamwork, communication, and shared accountability; supports peers and fosters a cooperative, inclusive environment required. Demonstrates comfort with technology and eagerness to learn new systems or tools; embraces ongoing feedback and professional growth opportunities required. Notary - State Certification within 30 days preferred. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. For additional information about our organization, careers, and benefits visit: ***************************************

JOB TITLE: Digital Engagement Specialist REPORTS TO: Digital Engagement Manager SUPERVISES: None EXEMPTION STATUS: Non-exempt PRIMARY FUNCTION: Provide exceptional member experiences, via electronical service delivery channels, by using a consultative approach to handle every member need, from service to sales, with warmth and a collaborative spirit. **Starting Hourly Rate: $21.00** ESSENTIAL FUNCTIONS: 1. Ensure exceptional member service through a variety of electronic service delivery channels, such as: inbound and outbound calls, chats, texts and e-mails. 2. Maintain a high level of knowledge to listen, answer questions and proactively inform members of products and services available to meet their needs. 3. Respond to member inquiries regarding credit union products/services/programs, process member transactions, support online banking products, provide loan application status updates and transfer calls to appropriate departments. 4. Provide support to front line during the troubleshooting of digital products and services. 5. Follow credit union Member Privacy Policy and member identification procedures. 6. Abide by state and federal banking regulations. Attend training sessions and complete compliance training on an annual basis. Maintain member and TFCU privacy and confidentiality. OTHER DUTIES/ RESPONSIBILITES: 1. Develop and maintain constructive working relationships with other departments to ensure efficient member service is consistently provided. 2. Respond to inquiries in a timely manner to maintain low queue abandon rate and chat/text response times. 3. Gain and retain a high-level knowledge of all TFCU policies and procedures. 4. Adhere to TFCU's attendance and punctuality policy. 5. Maintain a professional businesslike appearance in accordance with TFCU's dress code policy. 6. Engage in behavior that aligns with the credit union's cultural beliefs. KNOWLEDGE, SKILLS AND ABILITIES: Education: High school diploma or its equivalent required. Experience: Five (5) years' work experience required, preferably in customer service and/or call center capacity. Level 1: Minimum Years of Customer Service-related Experience: 5 Education/Training/Functions: Beginning level of training with MS Office. Basic general computer skills (e.g., using email, navigating the internet, search functions). Assists members using Chat/Text/Email channels. Completes department administrative tasks. Completes BVS courses (number and scope TBD by Member Experience Senior Leadership). Completion timeline: Within 180 days of employment for external hires; prior to achieving Level 2 for internal employees. Level 2: Minimum Years of Customer Service-related Experience: 5 Education/Training/Functions: In addition to Level 1 Education/Training/Functions: Intermediate computer skills (e.g., tables and graphics). Provides support to peers, including answering questions and remote de-escalation of member calls. Completes BVS courses (number and scope TBD by Member Experience Senior Leadership). Completion timeline: Within 180 days of employment for external hires; prior to achieving Level 2 for internal employees. Level 3: Minimum Years of Customer Service-related Experience: 7 Education/Training/Functions: In addition to Level 2 Education/Training/Functions: Advanced computer skills training (e.g., troubleshooting and technology). Serves as contact for escalated member calls. Handles advanced supervisory functions (e.g., queue and quality monitoring, scheduling, and branch security procedures). Provides leadership and coaching. At least 1 year of experience in a leadership capacity or identified as a candidate for the Prospective Leader Program. Completes BVS courses (number and scope TBD by Member Experience Senior Leadership). Trainer: Minimum Years of Customer Service-related Experience: 7 Education/Training/Functions: Advanced level of training with MS Office. Advanced computer skills training (e.g., troubleshooting and technology). Ability to deliver training and feedback via technology and in person. At least 2 years of experience in a Digital Engagement Specialist position preferred. Qualifications: 1. A working knowledge of credit union operations, policies and procedures. 2. A familiarity with credit union products and services. 3. Ability to operate computer keyboard to input data at an advanced level. 4. Ability to use Microsoft Office Suite and Internet browsing proficiently. 5. Ability to read and interpret computer screen and printout. 6. Ability to perform intermediate mathematical calculations. Hours Required: Monday through Saturday, as scheduled. Physical Demands: The Physical Demands described here are representative of those that must be met by the person in this position to successfully perform the essential functions of the job with or without reasonable accommodation. 1. Sit, Stand, Walk and Bend: While performing the duties of this job, this position requires extended times of sitting, up to eight hours, and may need to walk about inside the building. Bending is also sometimes required to reach low cabinets and drawers. 2. Use of Hands/Fingers: To operate a computer, keyboard, mouse and other office machinery such as but not limited to; a calculator, copy machine, and printer. Additionally, this position is frequently required to sit and reach with hands and arms. 3. Speech/Hearing: This position frequently communicates via phone and in person. Must be able to talk to/hear members and educate them on products and services offered at the credit union.

The Technical Product Manager is responsible for the end-to-end product lifecycle of highly technical enterprise cloud and managed services products. They drive the business needs of the company while staying closely connected to the Voice of the Customer (VoC), collaborating with the technical team, maintaining industry and market expertise, defining the product strategy, creating the product roadmap and leading cross-functional teams in the value delivered by the Product Roadmap to our clients. They demonstrate strategic thinking, while also being able to leverage a high degree of technical expertise with both internal and external efforts. What you will do here: Leads the analysis, creation, ongoing management and communication of the assigned product roadmap(s) aligned with business objectives and supported by business cases, market and client research, all relevant data and competitive gap analysis by performing regular gap analysis to ensure our products and services exceed other marketplace options. Monitors channel performance to recommend improvements and new product offerings. Leads internal stakeholders including, but not limited to, the engineering, design, information security, sales and marketing teams as well as associated external vendor partners to help determine the best implementation, launch, ongoing sustainment methods/activity and other associated product lifecycle management considerations. Responsible for programs that support customer adoption of hosted products and services. Works with internal stakeholders to monitor and address product and client challenges. Translates customer needs and technology directions into new features and services. Understands, researches, and follows technical trends in the industry, collaborating closely with internal technical teams to ensure maximum effectiveness in the delivery on product requirements. Works as a product owner in an agile team, specifically documenting user stories, acceptance criteria and product capabilities. Gathers customer feedback to validate that the product works against stated metrics. Performs other job-related duties as assigned. What you will need: Trade or Technical School required. Bachelor's degree in business, IT, Computer Science, engineering or related field preferred. Cloud Certification: AWS, Microsoft Azure or Google Cloud required. 3+ years experience in hosting and/or managed services B2B product management required. 2+ years in a technical product management and/or managed services position with a provider of cloud, datacenter, utility, or critical environment services required. 2+ years of experience of strategic analysis related to system implementation in a B2B environment+ required. 2+ years working with cross-functional teams required. 1+ years Financial Industry (Credit Union) Experience preferred. Demonstrated combination of technical aptitude and high emotional intelligence required. Excellent product management skills required. Expert knowledge of data center processes and technology required. Excellent written, verbal and presentation communication skills appropriate to all levels of the organization as well as clients required. Proficiency in MS Word, Excel, Power Point, MS Project Visio, and MS Teams required. Project Management Professional (PMP) Certification preferred. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. For additional information about our organization, careers, and benefits visit: ***************************************

JOB TITLE: Commercial Loan Processor REPORTS TO: Vice President of Business Services SUPERVISES: None EXEMPTION STATUS: Non-exempt PRIMARY FUNCTION: Manage and coordinate the documentation, verification and administrative steps required to process commercial loan applications from submission through approval and closing. **Starting Hourly Rate: $22.00** ESSENTIAL FUNCTIONS: Complete regulatory due diligence to validate information required for documentation; obtain and/or conduct a thorough review of corporate and collateral documentation including but not limited to certificates of existence, flood determination, UCC searches, appraisals, lien searches, title searches/commitment to check for accuracy, completeness and compliance with loan approval guidelines and internal policies. Manage Originator's pipeline, track active loans, data entry. Review approved credit memos to understand the type and structure of the loan in order to correctly identify the necessary loan documents to ensure accurate funding under the appropriate collateral code. Ensure final title policy is received and reviewed for accuracy. Manage insurance, UCC and property tracking. Create SBA loan files in third party SharePoint software for loan boarding. Request status updates from preapprovals. Provide support in the collection and preparation of submitting loan applications with backing documentation to processing. Quote rates and price loans according to operation recommendations. OTHER DUTIES/RESPONSIBILITIES: Open accounts. Prepare an initial fee worksheet. Establish and maintain filing and record keeping procedures. Set up ACH/Auto transfer file maintenance. Provide any necessary assistance through production and underwriting process. Complete CUBG service and document request forms, SBA 1919 forms and 4506C forms. Prepare and fax payoff quotes, close credit lines per member request, post payoff checks. Audit all funded Commercial loans. Send miscellaneous documents via AdobeSign (member apps, auto transfer forms). Attend Commercial lending training sessions. Assist with audits/exams. Assist with project testing, training and support. Gain and retain a high-level knowledge of all TFCU products, policies and procedures. Adhere to TFCU's attendance and punctuality policy. Maintain a professional businesslike appearance in accordance with TFCU's dress code policy. Engage in behavior that aligns with the credit union's cultural beliefs. KNOWLEDGE, SKILLS AND ABILITIES: Education: High school diploma or its equivalent preferred. Experience: Two (2) years of financial institution experience required. One (1) year business servicing experience preferred. Qualifications: Ability to gain and retain a familiarity of Lending policies and procedures. Outstanding time management skills. Ability to prioritize workflow and accurately complete multiple tasks. Strong written and verbal communication skills. Knowledge of Microsoft suite of software including Word and Excel. Strong attention to detail and accuracy. Problem-solving and researching abilities to service accounts. Ability to exercise judgment and initiative in dealing with members and member complaints. Availability: Monday through Friday as scheduled. PHYSICAL DEMANDS: Sit, stand, walk and bend: While performing the duties of this job, this position is regularly required to sit, stand and walk about inside the Corporate Office. Use of hands/fingers: To operate a computer, keyboard, mouse and other office machinery such as but not limited to; a calculator, copy machine and printer. Additionally, this position is frequently required to sit and reach with hands and arms. Speech/hearing: This position frequently communicates via phone and in person. Must be able to talk to/hear members and staff. s are not intended and should not be construed to be exhaustive lists of all responsibilities, skills, efforts, and working conditions associated with a job. They are intended to be accurate reflections of those principal job elements essential for making fair pay decisions about the value of the job. This job description does not create or constitute the terms of a contract of employment, commitment, or guarantee of employment. TFCU is an "employment at will employer."

Under limited supervision, the Network Administrator is responsible for maintaining current networking and telephony infrastructure systems and resolving any issues that may occur with them. What you will do here: Install, maintain, and upgrade LANs, WANs, network segments, internet, and intranet systems Install, maintain, and upgrade telephony systems including desktop phones, softphones, VoIP systems, IVR, call centers, and fax servers. Analyze, isolate, and remediate issues Monitors networks to ensure security, availability, and performance Perform network address assignment Configure and load software configuration files to switches and routers both in-person and remotely Administer servers, desktops, software applications, switches, routers, firewalls, phones, and smartphones Perform other job-related duties as assigned. What you will need: High School Diploma or GED required. Associates Degree course completion in curriculum in Computer Science, Information Technology, or other related degrees preferred. 2+ years Network and Telephony administration required. Server administration experience preferred. Routing and switching protocols required. Server administration required. TCP/IP required. Technical Problem Solving Ability required. Teamwork required. Excellent communication skills required. Cisco CCNA preferred. Cisco VoIP or other telephony certifications preferred. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. For additional information about our organization, careers, and benefits visit: ***************************************

The Operations Engineer I provides organizational support to improve the customer experience, both internal and external with basic troubleshooting for daily operations issues. Collects, organizes, and analyzes data to uncover process related gaps in the organization's delivery of service. What you will do here: Ensures that daily Job Processing (scheduling, system backups, posting files) on the Core Processor is successfully completed in order to support the business objectives of the organization. Monitors daily, weekly, monthly processes and job routines to ensure seamless operations for the Credit Union and its membership across enterprise applications. Escalates issues / exceptions in a timely fashion to senior engineering staff and IT Management. Provides on call support to support the DSFCU enterprise Performs other job-related duties as assigned. What you will need: High School Diploma or GED required. College courses or degree in Computer Science preferred. 2+ Related work experience in lieu of degree preferred. 1+ years Credit Union or Banking processing experience preferred. Working knowledge of Microsoft Office Suite including, but not limited to, Outlook, Word, Excel, PowerPoint required. Database (queries), reporting and system monitoring required. IBM systems knowledge preferred. Communication skills - ability to effectively communicate and present information both in person and over the phone; effective written and verbal communication required. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. For additional information about our organization, careers, and benefits visit: ***************************************

The Manager of First Mortgage Processing leads the mortgage processing team and oversees the day-to-day operations ensuring all loan files are accurate, complete, and move efficiently from application through underwriting and closing. This role manages loan workflow and pipeline, coaches and develops loan processors, and ensures compliance with investor and regulatory requirements. Partners closely with underwriting, sales, and closing teams to deliver an exceptional members experience. Key responsibilities include driving process consistency, monitoring performance metrics, and leading continuous improvement initiatives to ensure the teams achieve service, quality, and production goals. What you will do here: Leadership & Team Development * Provide direct reports ongoing coaching, performance feedback, and development opportunities to ensure high levels of accountability, accuracy, productivity, and exceptional member service. * Foster a high-performing team environment by motivating, developing, and guiding team members. * Implement strategies to build team cohesion and morale, ensuring employees feel supported and empowered. * Resolve conflict and performance concerns proactively using effective communication and de-escalation strategies to maintain professionalism and productivity. * Promote a culture of teamwork and collaboration ensuring processors deliver consistent and positive experiences for members and internal partners where challenges are resolved constructively. Operational & Pipeline Oversight * Oversee daily operations of the mortgage processing team to ensure loan files progress efficiently through underwriting and closing, meeting service level expectations. * Use strong judgment and critical thinking skills to review complex or escalated loan files, providing guidance that supports employee development, issue resolution and timely underwriting decisions. * Ensure file/loan compliance with all applicable regulations, investor guidelines (Fannie Mae, Freddie Mac, FHA, VA), and internal credit policies, addressing gaps or risks proactively. * Partner with underwriting, sales, and closing to ensure consistent communication, seamless workflow, and an exceptional member experience. Change Leadership & Optimization * Lead strategic initiatives to enhance efficiency, quality, and member experience. Proactively evaluate processes and procedures to identify operational risks and opportunities for improvement. * Demonstrate change readiness by adapting to evolving business needs, regulatory requirements, and technology enhancements. * Lead the team through transitions with effective communication and minimal disruption. * Demonstrate technical aptitude by supporting technology optimization and automation initiatives. Stay current with relevant systems and tools, leveraging technology to improve team and Member experiences. Performance Management & Continuous Improvement * Utilize performance metrics and data trends to provide actionable coaching and drive continuous process improvement. * Track, analyze, and communicate key performance indicators to support team growth and accountability. * Proactively share performance results and improvement opportunities results with the team and other first mortgage leaders. * Perform other duties as assigned. What you will need: * High School Diploma or GED required. * Bachelor's degree in Business, Finance or related field preferred. * 4+ years of experience in first mortgage processing, underwriting, or mortgage operations required. * 2+ years of leadership or supervisory experience in mortgage processing or a related area required. * Experience with agency guidelines (Fannie Mae, Freddie Mac, FHA, VA preferred. * Demonstrates strong ability to motivate, develop, and guide team members. Provides clear expectations, coaching, and feedback that drive performance, engagement, accountability, and professional growth required. * Strong communication skills: Communicate clearly and effectively in verbal and written formats with ability to tailor communication to the audience. Ensures information is shared in a timely, transparent, and respectful manner to support member service and internal collaboration required. * Demonstrates strong technical proficiency and in-depth knowledge of mortgage regulations, investor guidelines, and lending requirements to ensure accurate and compliant processing required. * Builds effective cross-functional partnerships by driving open communication and collaborative problem-solving to support seamless workflows and shared success required. * Leverages strong critical thinking and analytical skills to support sound decision-making and well-informed actions and recommendations required. * Demonstrates strong change leadership by responding positively to change, adapting effectively, and guiding the team through transitions with clarity and steady support required. * Committed to identifying process inefficiencies and implementing solutions that improve quality, efficiency, and member experience required. * Shows strong technical aptitude and a learning mindset; able to quickly master new systems; contribute to automation and process optimization projects required. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. For additional information about our organization, careers, and benefits visit: ***************************************

The Financial Advisor II is principally responsible for providing wealth management services to clients/prospects remotely and referral management. You are encouraged to meet your individual goals and assist with attaining the program sales and service goals. You must possess industry knowledge and familiarity with the myriad of products available to meet clients' objectives and needs. You are encouraged to act independently, with discretion and good judgment, and in the best interest of the client. You will be registered with Raymond James Financial and will conduct business on behalf of the Investments & Financial Services program. What you will do here: Client/Prospect Sales and Service: Responsible for consulting with prospects/clients to provide advice and identify products/strategies available based on the clients' financial needs and goals that are in the clients' best interest. You will work to identify prospect/client sales opportunities and consistently follow up and offer our services. You will be encouraged to build and maintain client relationships and provide ongoing client service within the client service model expectations. You will also be encouraged to participate in and facilitate ongoing business development activities, consumer education, and Credit Union employee training. Program Referral Management & Phone Support: Responsible for managing referrals received for the Investments & Financial Services Program. You will actively make outbound contact attempts via phone & email for referrals received and prospect lists. You must be adept at engaging prospects over the phone to gauge interest and provide information regarding the services provided by the Investments & Financial Services program to build sales opportunities. Operations and Compliance: The Financial Advisor is responsible for various operational tasks for their client sales and service activities such as processing paperwork, client account maintenance, processing transactions, system data entry, CRM updates and documentation, etc. You must ensure you are independently meeting the standards of Federal and State regulatory agencies as well as adhering to the written policies and procedures of the broker/dealer and the Financial Institution. Perform other job-related duties as assigned. What you will need: H.S. Diploma or GED required. 3+ years of financial industry experience required. 3+ years of sales experience, generating new sales opportunities required. Strong written and verbal communication skills, presentation skills, planning skills, analytical skills, and problem solving skills required. Effectively handle multiple task assignments simultaneously with above average problem solving skills with excellent organization skills and process with accuracy required. Proven sales skills in insurance or related field exceeding sales quotas/goals required. Ability to develop and maintain relationships via phone with clients, internal and external members required. Ability to work effectively, both independently and in a team environment, in an atmosphere of multiple projects, shifting priorities, & deadline pressures required. Microsoft Access, Microsoft Excel and Microsoft Word required. Series 7 - General Securities Representative Qualification required. Series 66 - Uniform Combined State Law 66 or both 63 & 65 required. AZ Life/Health Insurance required. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. For additional information about our organization, careers, and benefits visit: ***************************************

The Collector I is responsible for managing delinquent accounts by negotiating effective repayment solutions that benefit both the member and the credit union. The Collector I focuses on recovering past-due balances while providing financial guidance to members, helping them bring their accounts to a current status. The Collector I works collaboratively with fellow collectors thriving in a fast-packed, goal-driven environment to complete claims, follow up on collection activities, and support department and organizational objectives. What you will do here: Collections: Manage inbound and outbound telephone calls regarding account inquiries and payment collection. Respond to inquiries in a timely and effective manner, negotiating payments and evaluating the customer's financial situation to provide solutions based on individual needs. Confirm all member information is accurate and complete. Problem Resolution: Through member engagement, identify the root cause of financial hardship in order to identify and offer appropriate workout solutions. Identify any issue that may have caused late payment and collaborate with other department and/or branch personnel to resolve the issue(s). Member Service- Collaborate, communicate and respond to internal stakeholders, external clients/vendors and members to ensure an exception member experience. Highlight the importance of maintaining account(s) in good standing and provide guidance and resolutions regarding alternate payment programs in order to assist customers/members. Perform other job-related duties as assigned. What you will need: High School Diploma or GED required. 1+ years of Customer Service experience required. 1+ years of Collections and/or Call Center experience preferred. Customer Service Excellence - Ability to deliver consistent, high-quality service while maintaining professionalism and member focus required. Basic Financial Knowledge - Understanding of fundamental banking concepts, products, and their application to member needs required. Active Listening - Skill in focusing on member communication, identifying underlying needs, and demonstrating understanding required. Early-Stage Collections Techniques - Managing early-stage past-due accounts with clear communication required. Basic Negotiation Skills - Ability to discuss payment options and resolve minor disputes required. Conflict Resolution - Handling customer objections and resolving payment concerns required. KPI Awareness - Understanding personal performance metrics (call volume, payment arrangements, etc.) required. Basic Financial Hardship Evaluation - Recognizing cases requiring alternative solutions required. Documentation & Recordkeeping - Accurately logging interactions in company systems required. Microsoft Office Suite required. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. For additional information about our organization, careers, and benefits visit: ***************************************