Eagle Community Credit Union jobs - 208 jobs

Job Description Title: Digital Member Solutions Representative Salary Range - $24 - $25.50 an hour The Digital Member Solutions Representative delivers exceptional service to members through Eagle Community Credit Union's digital channels-including secure video, phone, chat, and email. This role supports members with new memberships, loan applications, digital banking assistance, and transactions, while consistently demonstrating Eagle's ICARE values: Integrity, Collaboration, Accountability, Respect, and Excellence. Essential Duties and Responsibilities (Other duties may be assigned.) Member Service & Support Provide friendly, accurate, and efficient service through secure video and digital channels, upholding the ICARE values in every interaction. Open new memberships, checking/savings accounts, and certificates in compliance with policy and regulatory standards, demonstrating Integrity and Accountability. Verify identity, validate transactions, and ensure all documentation is accurate and complete, following all applicable laws and regulations. Assist members with account maintenance, balance inquiries, transfers, and digital banking support, treating every member with Respect. Demonstrate professionalism, empathy, and confidentiality in all interactions. Loan Applications & Processing Interview members to determine credit needs and assist with loan applications for products such as personal, auto, credit card, or share-secured loans. Accurately input loan data, gather required documentation, and ensure applications meet underwriting standards, reflecting Excellence and Accountability. Communicate loan status updates to members and coordinate with the centralized lending team for review. Follow established procedures for funding, loan disclosures, signatures, and regulatory compliance. Consultative Sales & Relationship Building Engage members to uncover financial needs and recommend products that best fit their goals, acting with Integrity and Respect. Promote and offer ECCU's full range of products, including loans, credit cards, and digital services. Meet or exceed individual service, referral, and quality goals, contributing to credit union growth and profitability. Operational Accuracy & Compliance Complete transactions, forms, and reports with precision and consistency, upholding Accountability and Excellence. Adhere to Credit Union policies, security standards, and regulatory requirements. Protect member data and ensure all actions align with compliance standards. Problem Resolution Investigate and resolve member concerns quickly and effectively, demonstrating Integrity and Respect. Exercises sound judgment to determine appropriate solutions or escalation. Takes ownership of each member interaction through to resolution. Team Collaboration & Development Participate in team meetings, training, and digital service initiatives, fostering Collaboration and a growth mindset. Share knowledge with peers to improve overall team performance. Adapt to evolving systems, technologies, and member needs. Qualifications: Education and Experience: High school diploma or equivalent required. One to two years of experience in financial services, contact center, or digital member support preferred. Demonstrated success in service delivery, problem-solving, system navigation, and member satisfaction. Minimum 1 to 2 years of financial institution experience as a loan processor or similar position. Prior experience with a financial institution and/or indirect lending operations is desirable. Experience with automated loan systems preferred. Language Skills: Strong verbal and written communication skills, including video professionalism. Bilingual (English/Spanish) preferred but not required. Mathematical Ability: Basic math skills for calculating transactions, loan payments, and account reconciliations. Technical Skills: Proficient in Microsoft Office (Word, Excel, Outlook). Comfortable working in multi-system environments (CRM, core processing, digital banking platforms). Experience with Symitar, Genesys Cloud, and Eltropy preferred but not required. Work Environment: Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions, in accordance with the Americans with Disabilities Act (ADA) and California's Fair Employment and Housing Act (FEHA). Primarily indoor office environment with moderate noise levels. Hybrid or remote work may be available based on performance and operational needs as approved by management. Weekend (Saturday) hours are required. Physical Demands: Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Regularly required to sit, type, and communicate through video, phone, or chat systems. Occasionally required to stand, walk, or lift up to 10 pounds. Specific vision abilities include close focus for reading and digital screen use. Equal Opportunity/Affirmative Action Employer Eagle Community Credit Union is committed to a workplace free from unlawful discrimination based on race, color, religion, sex, gender identity, age, national origin, citizenship, disability, sexual orientation, veteran status, genetic information, or any other classification protected by applicable federal, state or local law. This applies to all terms, conditions, and privileges of employment, including, without limitation, recruitment, hiring, assignment, training, promotion, compensation, evaluation, discipline, and discharge. For more information, please view ******************************************* Eagle Community Credit Union values the contributions of our diverse workforce, including those with disabilities. Eagle is committed to complying fully with the Americans with Disabilities Act (ADA) and other applicable federal, state, and local laws. Eagle is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. This Company prohibits discrimination against applicants and employees on the basis of disability as it pertains to the job application and hiring process and other terms and conditions of employment. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact accommodation@eaglecu.org. This email is created exclusively to assist disabled job seekers who disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or other technical issues not related to a disability, will not receive a response. Benefits Offered: Medical Dental Vision Life Insurance Flexible Spending Account 401(k) Matching Paid Time Off (PTO) Training Provided Tuition Reimbursement Volunteer Time Off Supplemental Insurance Employee Discounts

First Entertainment Credit Union is seeking a SVP, Chief Technology & Data Officer (CTDO) to lead the execution of a multi-year technology and data strategy that enables scalable growth, modern digital member experiences, and a secure, resilient technology environment. The CTDO serves as the first line of defense for technology and cyber risk, owning and operating the enterprise technology environment, including architecture, engineering, system design, and technical security execution. This role owns enterprise architecture, software engineering, and platform delivery to modernize core systems, ensure integration readiness, reduce technical debt, and deliver secure, high-velocity omni-channel solutions. The CTDO partners closely with Enterprise Risk Management (ERM), which owns cybersecurity and information security program strategy and independent oversight as the second line of defense, ensuring strong governance, regulatory confidence, and clear accountability. This role is a key member of the Executive Leadership Team and reports to the President & CEO. The targeted pay for California is between $285k and $350k. Work location This role is hybrid-preferred in Southern California (Hollywood, CA). Remote candidates may be considered based on experience and organizational fit. Responsibilities Strategic Technology & Digital Transformation Define and execute a 3-5 year enterprise technology and data roadmap aligned to business strategy. Own enterprise technology architecture, engineering, and system design to ensure a scalable, secure ecosystem. Modernize core systems, digital platforms, and integration architecture to support omni-channel member experiences. Lead enterprise technology and data governance, prioritization, and investment discipline. Reduce technical debt, increase system resilience, and decrease vendor dependency. Oversee internal and partner-led software development using modern, secure engineering practices. Data Intelligence & AI Innovation Establish data as a strategic enterprise asset for decision-making and operational efficiency. Lead enterprise data architecture, governance, quality, and accessibility. Enable responsible AI, machine learning, and advanced analytics adoption with appropriate controls. Drive automation (RPA and intelligent automation) to eliminate manual work and operational friction. Partner with People & Culture to enable a data-informed, high-performing, remote-ready workforce. Technology Risk, Security Execution & Resilience (1st Line of Defense) Build, operate, and secure the enterprise technology environment as the first line of defense. Execute technical security controls across infrastructure, applications, data, and integrations. Serve as the business and control owner for technology risks. Lead technical incident response, disaster recovery, and business continuity operations. Partner with ERM, Audit, and Compliance to support independent oversight, examinations, and audits. Provide clear reporting on technology risk posture, incidents, and remediation status to executive leadership and the Board. Leadership, Governance & Talent Development Build, lead, and inspire a high-performing, inclusive technology and data organization. Establish clear career pathways, leadership development, and succession planning. Promote a culture of accountability, innovation, and continuous improvement. Champion modern collaboration tools and practices that support a hybrid and remote-ready workforce. At First Entertainment, your role and every role are essential to our Mission [We build lifelong financial relationships with the people in entertainment based on a deep understanding of how they live and work], Core Values [Members First + Ownership + Integrity + Innovation + Inclusivity + One Team], and we expect you to uphold them. Requirements Bachelor's degree in Computer Science, Information Technology, Software Engineering, or a related field required; MBA preferred. 10+ years of progressive technology leadership experience, preferably as a CIO, CTO, or VP of Technology. Experience in financial services, credit unions, fintech, or other regulated industries. Proven success leading enterprise technology modernization, cloud-native engineering, and system integration initiatives. Demonstrated experience operating secure technology environments and partnering with ERM on cybersecurity oversight. Experience leading large-scale system conversions (e.g., core banking, ERP, CRM). Strong ability to translate complex technical risks and investments into business value. #J-18808-Ljbffr

TITLE: CARD INVESTIGATIONS PROGRAM ADMINISTRATORSTATUS: EXEMPTREPORTS TO: MGR - CARD INVESTIGATIONSDEPARTMENT: CARD INVESTIGATIONSJOB CODE: 11118 PAY RANGE: $70,400.00 - $85,000.00 ANNUALLY GENERAL DESCRIPTION: Supports the Manager, Card Investigations and the Director of Fraud Services with the development, implementation, and management of assigned projects including, but not limited to new products and product enhancements, system/report enhancements, and promotions. Is a Credit Union subject matter expert on most card investigation related items and dispute system configurations and management. Collaborates with various professionals throughout the organization such as IT programming, Risk and Compliance, Card Operations, and the Project Management Office to provide criteria, direction, and background of initiatives. Keep Card Investigations team informed of all Visa and Regulatory changes that effect their position. TASKS, DUTIES, FUNCTIONS: Responsible for maintaining all Card Investigations-related service levels and regulatory requirements are met. This includes providing management updates on internal service levels, KPIs, QA scores and overall health of Card Investigations program. Assist with defining the project scope and objectives for Card Investigations-initiated projects, and promotions and develops detailed work plans, schedules, project estimates, resource plans and status reports, in order to meet the Credit Unions current and future strategic initiatives for Card Investigations, operating expenses, and compliance. Complete research, analysis, and recommendations on system enhancements to improve existing workflows and system navigation. Maintains a thorough understanding of state and federal and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. Document project activities, follow-up and resolve problem situations, update management on progress and problem situations. Make recommendations to management based on research and analysis results. Participates in project meetings and is responsible for project tracking and analysis for Card Investigations-initiated projects. Responsible for daily system administration tasks that include assigning security permissions, add & modify users, and other related tasks for Visa Online, Dispute System, Case Management, Client Central, Single Point Corrections, and Springboard. Auditing of the current user report for shell additions and/or change. Assist with testing and validation system enhancements. Create/update departmental procedures and assist Retail admin with Branch and Contact Center procedures, FAQ, weekly updates/reminders related to Card Investigations. Assist with RFP responses. Provide cost benefit analysis and proposed responses to various RFP concerns. Perform liaison functions with external contacts, processors, vendors, and associated organizations. Responsible for vendor management and service levels. Assume related responsibilities as required. Interface with programmers on card services initiatives; giving direction on requirements, testing and implementation. Back-up and work in conjunction with the teams Senior Specialist to help assist and lead technicians and Specialist with training and coaching and development opportunities. Lead department project using the project management program in place of a corporate manager. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: Effective oral and written communication skills. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone. Must work independently with minimal direction and exhibit own initiative. Effective project management skills are required to manage the implementation of projects, prepare recommendations, perform analysis, and to accomplish other project management functions as listed. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of staff, IT programmers, Project Management Office, Senior Managers. EXTERNAL: Vendors, suppliers and other financial institutions. QUALIFICATIONS: EDUCATION: Bachelor's degree in Business, Finance or related field or equivalent work experience. EXPERIENCE: 2 or more year's project management or project management support and experience in a card services environment and processing platforms preferred. Exposure to process development/improvement methodologies. KNOWLEDGE/SKILLS: Keeps abreast of established Card Investigations and Credit Union rules, regulations, policies, and practices. Strong personal computer skills Independent work methods Oral and written communication and numerical skills. Ability to read, analyze, and formulate business processes. Must be able to apply analytical skills and processes to problem solving in assigned projects Ability to define problems, collect data, establish facts and draw valid conclusions. Ability to formulate ideas and recommendations both orally and in writing for presentation to management. Experience with Credit Card systems and software. Experience with MS Project Software desired. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Unusually long work hours may be required to accomplish assigned tasks. Occasional local and statewide travel by car or public conveyance LICENSES/CERTIFICATIONS: None THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 01/14/2026

TITLE: LEARNING PROFESSIONAL ISTATUS: EXEMPTREPORTS TO: MANAGER - ENTERPRISE DEVELOPMENTDEPARTMENT: LEADERSHIP AND ENTERPRISE DEVELOPMENTJOB CODE: 11552 PAY SCALE: $70,400.000 - $78,000.00 ANNUALLY GENERAL DESCRIPTION: The Learning Professional I plays a crucial role in designing and delivering various learning and development programs and initiatives. This includes but is not limited to New Hire Orientation, Role-Specific Enablement, Strategic Program Support, Career Coaching, and Career Pathing. They assume foundational responsibilities related to the design, development, and delivery of learning and development programs. TASKS, DUTIES, FUNCTIONS: Design, implement, facilitate, analyze, and update training courses and workshops to build capabilities, advance talent, and transform the organization. Deliver training sessions, workshops, and presentations to employees, ensuring effective communication and engagement. Conduct basic needs assessments to identify skill gaps and learning requirements within the organization. Assist in the administration of the Learning Management System, including user management, course assignments, and tracking employee progress. Coordinate logistics for training sessions, such as scheduling, room setup, and participant communication. Coordinate, evaluate, and maintain training programs, including associated completion data and reports. Collaborate with team members and stakeholders to gather information and ensure alignment of learning initiatives with organizational objectives. Utilize basic technologies and tools to enhance learning delivery, such as multimedia presentations and simple e-learning modules. Assist in maintaining and updating learning-related content on the organization's intranet or internal platforms. Provide basic support for career development initiatives, including resources and information for employees seeking career advancement. Contribute to the development and delivery of onboarding programs for new hires. Support the maintenance of the Leadership & Enterprise Development calendar, ensuring timely execution of training programs. Collect feedback from participants and assist in basic evaluations of training effectiveness. Engage in professional development opportunities to stay informed about learning and development trends and best practices. Curate content from reliable sources to enhance learning materials and programs. Make recommendations to the Sr. Learning Professionals and Leadership regarding opportunities for improvement in the training programs. Manage the general inbox and intranet to provide accessible information and resources. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Strong written and verbal skills and the ability to present information positively, professionally, logically, and concisely. The ability to facilitate effective training sessions and create job aids and complementary documents to engage, educate, coach, and motivate participants by example in all training activities. Foundational instructional design skills to assist with designing programs and classes, both instructor-led and on-demand. The ability to multi-task effectively and to work productively with short timelines. Strong team skills and the ability to work constructively and collaboratively with management, peers, and other departments. Ability to communicate with a wide variety of technical and non-technical audiences, internally and externally, through both written and verbal communication in technical and business terms as needed. Must possess sufficient manual dexterity to skillfully operate a personal computer and other standard office equipment, such as multi-purpose copier and telephone. Ability to work closely with peers and build strong partnerships with key stakeholders. Make sound decisions in the absence of detailed instructions. Must have the ability to work on own initiative. Must be able to work under tight deadlines. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All Employees EXTERNAL: Training Associations, community organizations and vendors. QUALIFICATIONS: EDUCATION: Minimum of a two-year college degree or completion of specialized certification or licensing. A bachelor's degree in a relevant field, such as Education, Training and Development, or a related discipline is preferred. Additional experience in lieu of a degree may be considered. EXPERIENCE: One to three years of similar or related experience in a learning function including facilitation, delivery, curriculum development, analyzing course and program feedback for improvement. PHYSICAL REQUIREMENTS: Combined sitting, standing, and moving throughout the day performing work-related functions. Vision in the normal range to accomplish tasks. Hearing within the normal range required. A device to enhance hearing will be provided if needed. Frequent travel may be required. LICENSES / CERTIFICATIONS: A valid California Driver's License is required. Association for Talent Development (ATD) certification, SHRM, or other relevant certifications are preferred. THIS JOB DESCRIPTION IN NO WAY STATES OR IMPLIES THAT THESE ARE THE ONLY DUTIES TO BE PERFORMED BY THIS EMPLOYEE. HE OR SHE WILL BE REQUIRED TO FOLLOW OTHER INSTRUCTIONS AND TO PERFORM OTHER DUTIES REQUESTED BY HIS OR HER SUPERVISOR THAT ARE WITHIN HIS / HER KNOWLEDGE, SKILL AND ABILITY AS WELL AS HIS / HER MENTAL AND PHYSICAL ABILITIES.

TITLE: LEARNING DEVELOPMENT PROGRAM MANAGERSTATUS: EXEMPTREPORTS TO: MANAGER - LEADERSHIP AND DEVELOPMENT PROGRAM MANAGEMENT OFFICE (LED PMO) DEPARTMENT: LEADERSHIP AND ENTERPRISE DEVELOPMENTJOB CODE: 11545 PAY RANGE: $85,100.00 - $92,000.00 ANNUALLY GENERAL DESCRIPTION: The Learning Development Program Manager leads the design, development, and execution of our organization's learning and development initiatives. They play a key role in identifying training needs, creating engaging learning programs, and ensuring their effective delivery to enhance employee knowledge, skills, and performance. TASKS, DUTIES, FUNCTIONS: Conduct thorough needs assessments to identify gaps in knowledge, skills, and performance across the organization. Design and develop comprehensive learning programs that align with organizational goals and address identified needs. Apply instructional design principles to create engaging and effective learning materials, ensuring a variety of learning modalities are utilized. Develop and manage curriculum frameworks that guide the structure and content of learning programs. Create a variety of learning assets including interactive eLearning modules, videos, instructor-led courses, facilitator and participant materials, workshops, and job aids. Utilize learning management systems (LMS) and other educational technologies to facilitate program delivery, tracking, and evaluation. Manage all aspects of learning programs, including timelines, resources, and budgets, to ensure successful implementation. Collaborate with subject matter experts, instructors, and other stakeholders to ensure the effectiveness and relevance of learning programs. Analyze learning data and metrics to assess program effectiveness and make data-driven decisions for continuous improvement. Implement change management principles to facilitate the adoption of new learning initiatives within the organization. Develop and manage budgets associated with learning programs, ensuring cost-effectiveness and resource optimization. Commit to continuous improvement by incorporating feedback and adjusting learning programs based on results and changing organizational needs. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Strong written and verbal skills and the ability to present information positively, professionally, logically, and concisely. Must possess sufficient manual dexterity to skillfully operate a personal computer and other standard office equipment, such as multi-purpose copier and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All Levels of Staff EXTERNAL: Partner and maintain positive relationships with external vendors and peers in financial institutions. QUALIFICATIONS: EDUCATION: Bachelor's degree in Education, Instructional Design, Human Resources, or a related field. Master's degree is a plus. EXPERIENCE: A minimum of 5 years' experience as a Learning Program Manager or in a similar role. Strong understanding of instructional design principles and adult learning theory. Experience with learning management systems (LMS) and other educational technologies. KNOWLEDGE / SKILLS: Excellent project management skills with the ability to manage multiple projects simultaneously. Expertise in using Articulate products, such as RISE and Storyline, for course creation. Proficient with rapid and/or AI video development tools such as Vyond or Powtoons. Experience with virtual and in-person facilitation. Strong data analysis skills and the ability to use data to inform decision-making. Excellent communication and interpersonal skills. Ability to collaborate effectively with cross-functional teams. Knowledge of relevant laws and regulations pertaining to learning and development. Commitment to staying updated on industry trends and best practices in learning and development. PHYSICAL REQUIREMENTS: Combined sitting, standing, and moving throughout the day performing work-related functions. Vision in the normal range to accomplish tasks. Hearing within the normal range required. A device to enhance hearing will be provided if needed. LICENSES / CERTIFICATIONS: #LI-Hybrid THIS JOB DESCRIPTION IN NO WAY STATES OR IMPLIES THAT THESE ARE THE ONLY DUTIES TO BE PERFORMED BY THIS EMPLOYEE. HE OR SHE WILL BE REQUIRED TO FOLLOW OTHER INSTRUCTIONS AND TO PERFORM OTHER DUTIES REQUESTED BY HIS OR HER SUPERVISOR THAT ARE WITHIN HIS / HER KNOWLEDGE, SKILL AND ABILITY AS WELL AS HIS / HER MENTAL AND PHYSICAL ABILITIES. REV. 4/21/2025

Job Description The position of Technical Support Specialist II is established to provide second level PC and application support to both branches and administrative staff. In addition, the position is responsible for application installation and upgrades, remote PC management, VOIP handset configuration, and some network and server administration. This position works closely with the level 1 Help Desk staff as well as other IT departments for problem resolution. It is responsible for maintaining service level agreements set by the organization for IT problem resolution. Minimum Qualifications (Education, Experience, Skills): Associates degree or equivalent work experience. A+, MCP, Network+, Security+, or equivalent certification required. A Bachelor's degree in Computer Science or a related discipline may be considered in lieu of the certifications. 3 years' experience in heterogeneous network environment. Proven experience with Windows desktops and servers, Active Directory Administration, Exchange, MS Office, and Visio. Prior experience with service desk ticketing systems required. Professional and effective interaction, verbal and written communication skills. Demonstrated ability to coordinate concurrent projects and tasks, self-organize and prioritize meeting deadlines. Track record of applying critical thinking and effective problem-solving skills. Zoom and MS Teams familiarity preferred. Essential Duties and Responsibilities Provide tier-two technical support to all departments and branch offices. Troubleshoot computer hardware and software. Setup and configure new PCs, printers, network hardware, etc. Install and configure software applications utilizing endpoint management solution. (Experience with KACE a plus). Active Directory administration, management and monitoring. Assist with installation of network equipment at branches and remote locations. Establish documentation of software installation and configuration. Work with vendors to obtain quotes and make purchases as requested. Routine inventory/license control. Telecom duties including system administration tasks such as activating phones, setting up users and agents, configuring queues and extensions, and monitoring performance. Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures. Other Duties & Responsibilities Perform special projects as assigned. On Call duties as needed. Routine travel. Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. The noise level in the work environment is usually moderate. Monday-Friday: 8:30am-5:30pm Saturday: OFF Sunday: OFF Full Time - 40 hours a week

TITLE: BUSINESS CONTINUITY PROGRAM MANAGER STATUS: EXEMPT REPORT TO: MGR-IT-GOV RISK AND COMPLIANCE DEPARTMENT: IT - GRC PAY RANGE: $112,200.00 - $125,000.00 ANNUALLY GENERAL DESCRIPTION: The Business Continuity Program Manager is responsible for developing, implementing, and maintaining the credit union's Business Continuity and Disaster Recovery (BC/DR) program. This role ensures organizational resilience by preparing for, responding to, and recovering from disruptive events, safeguarding member services, and meeting regulatory requirements. This role serves as the subject matter expert for the overall management of business continuity across all internal departments and third-party relationships. TASKS, DUTIES, FUNCTIONS: Program Development & Governance Design and maintain the Business Continuity Management (BCM) framework aligned with industry standards (e.g., ISO 22301, FFIEC guidelines, NCUA regulations). Establish policies, standards, procedures, and governance for continuity planning across all business units and third-party relationships. Risk Assessment & Impact Analysis Conduct Business Impact Analysis (BIA) and risk assessments to identify critical processes and dependencies. Collaborate with internal and external stakeholders to prioritize recovery strategies and define Recovery Time Objectives (RTO) and Recovery Point Objectives (RPO). Develop action plans to mitigate risks identified through impact analysis, assessments, industry intelligence and best practices. Plan Development & Maintenance Develop and update business continuity and disaster recovery plans through collaboration with all departments and third parties inclusive of various disruption scenarios. Ensure integration with IT Disaster Recovery plans and cybersecurity incident response strategies. Maintain enterprise inventories of critical processes, applications, facilities and third-party relationships Testing & Training Coordinate regular BC/DR exercises, tabletop drills, and failover tests with internal departments and external partners. Lead post-exercise reviews, document successes, lessons learned and corrective actions for improving the program. Provide training and awareness programs for staff to ensure readiness and compliance. Regulatory Compliance & Reporting Ensure compliance with NCUA, FFIEC, and other applicable regulations. Prepare reports and documentation for audits, regulators, and senior leadership. Support internal and external audits, regulatory exams and risk assessments related to business continuity. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: 1. Effective oral and written communication skills required to interpret, resolve, and document business or technical. 2. Must possess sufficient manual dexterity to skillfully operate applicable computer hardware, a variety of hand tools and standard office equipment. 3. Must be able to prioritize work in a manner that maintains deliverable targets. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: 1. INTERNAL: All levels of staff and management. 2. EXTERNAL: Vendors, Regulators, Auditors QUALIFICATIONS: EDUCATION: Bachelor's degree in Business, Risk Management, Information Technology, or related field. EXPERIENCE: 7+ years in business continuity, disaster recovery, or risk management roles. Experience in financial services or credit union industry preferred. 3. KNOWLEDGE / SKILLS: Strong knowledge of BCM frameworks and regulatory requirements. Excellent communication, facilitation, and stakeholder engagement skills. Strong problem-solving and analytical skills. Ability to work effectively in a collaborative, agile, and fast-paced environment. Ability to lead and influence teams without direct authority or reporting relationships A proactive and self-motivated approach to work with a strong desire to improve processes and outcomes. PHYSICAL REQUIREMENTS: 1. Prolonged sitting throughout the workday to accomplish tasks. 2. Availability for emergencies and on call duty 24 hours a day, 7 days a week, as needed. 3. Occasional travel may be required. 4. Hearing within normal range. 5. Must possess sufficient manual dexterity to skillfully operate applicable computer hardware, a variety of hand tools and standard office equipment. 6. May work additional work hours to accomplish tasks. LICENSES / CERTIFICATIONS: CBCP (Certified Business Continuity Professional), MBCP (Master Business Continuity Professional), or similar preferred. THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 1/9/2026

TITLE: DIRECTOR - EMPLOYEE BENEFITSSTATUS: EXEMPTREPORTS TO: VICE PRESIDENT - TOTAL REWARDS AND HR OPERATIONSDEPARTMENT: HUMAN RESOURCES - BENEFITSJOB CODE: 11768 PAY RANGE: $159,300.00 - $185,000.00 ANNUALLY GENERAL DESCRIPTION: Manages the effective administration of all employee benefits and wellness programs and leave of absence administration for Golden 1 Credit Union. Ensures compliance with Credit Union policies, and all external rules and regulations covering areas of responsibility. Provides leadership to department staff. Proactively participates in developing and achieving organizational and departmental strategic goals and objectives. This role is considered part of the Human Resources Leadership team. TASKS, DUTIES, FUNCTIONS: Lead the overall administration of employee benefits programs such as health, ancillary and retirement plans; time off and wellness programs. Spearhead benefits program planning and evaluation, relations, negotiations and managing contracts with brokers and vendors, benchmarking, and cost analysis as well as policy and strategy development and implementation. Create proposals and implement new plans and/or changes to existing plans by preparing and/or reviewing announcement materials, plan summary documents and other media for employee communications. Participate in employee benefit functions. Manage annual open enrollment, including renewals, negotiations, contracts, enrollment processing and preparation and delivery of all communications. Continue to enhance employee benefits communication strategies and messaging to ensure benefits are understood, utilized and valued. Ensure compliance with all regulatory requirements by maintaining a strict compliance schedule, documentation, policy management and continually progressing the company's benefit plans and processes. Oversee preparation of reports, filings and applications required by law to be filed with federal and state agencies. Oversee carrier bill reconciliation, internal and external audits, and cost control measures. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. Foster a positive and engaging work environment for each team member by promoting skill development, coaching for improvement and growth, inspiring others through words and actions, ensuring positive employee morale throughout Golden 1, and embracing our mission, vision and core values. Work with leadership strategy and participate in executive planning and oversight meetings. Develop and maintain an understanding of the pertinent regulatory requirements and risks inherent to job responsibilities, establish, and maintain control activities that mitigate those risks consistent with the Credit Union's risk appetite, and ensure operational integrity and compliance with applicable regulations. Perform other jobs as assigned by executive leadership. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: Effective oral and written communication skills required to train and evaluate staff, interact with employees and outside vendors, prepare recommendations, company-wide memoranda and reports, make presentations and constructively follow up on employee concerns and inquiries. Must possess sufficient manual dexterity to skillfully operate the HR information system, personal computer and other standard office equipment, including a financial calculator, telephone and copier. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of staff. EXTERNAL: Actuaries, trustees, legal counsel, plan administrator, claims adjusters, benefit representatives and vendors, broker, vendors and peers in financial institutions. QUALIFICATIONS: EDUCATION: Bachelor's Degree in related field or equivalent work experience. SPHR, CPP and/or CEBS designation preferred. EXPERIENCE: Minimum 10 years of experience in the areas of health and welfare benefits administration, 401(k) administration for a workforce of 1,000+ employees. A minimum of seven years management experience is preferred. KNOWLEDGE/SKILLS: Knowledge and ability to use independent judgment in regards to benefit laws and regulations as well as company policies and procedures. Knowledge of HRIS/Benefit enrollment portal administration. Solid analytical skills, critical thinking/judgment skills, and attention to detail. Strong general math skills and strong oral and written communications skills. Ability to manage and lead staff to excellent performance. Proficient with Microsoft Office products, specifically Excel, at an intermediate to advanced level. Must be highly organized and a team player. Strong customer service focus. Ability to handle multiple projects, adjust to shifting priorities and meet deadlines. Exhibits sense of urgency to tasks, where and when required. Ability to work well and partner with all levels of the organization. Strong project management skills. Excellent interpersonal communications. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Minimal local and statewide travel by car or public conveyance to visit branches and other off-site locations as business needs arise. Overnight and evening schedules included. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Ability to work long hours as required to accomplish tasks. LICENSES/CERTIFICATIONS: PHR/SPHR, SHRM-CP, CCP and/or CEBS preferred. THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 12/18/2025

TITLE: OPERATIONS - COMMUNICATION AND CHANGE MGMNT SR ANALYST STATUS: EXEMPT REPORT TO: SRMGR - PORTFOLIO PLANNING AND EXECUTION DEPARTMENT: OPERATIONS PLANNING AND EXECUTION PAY RANGE: $83,900.00 - $95,000.00 ANNUALLY GENERAL DESCRIPTION: The Communication and Change Management Senior Analyst is responsible for effective communication and executing on change management strategies that support the successful adoption of new processes, systems, and technologies across the organization. This role partners with cross-functional teams to assess change impacts, develop communication, assist with training plans, and foster a culture of agility and continuous improvement. The Communication and Change Management Senior Analyst is a key contributor to enabling business transformation and ensuring alignment with Golden 1's strategic objectives. Overall, the role demands a collaborative partner to drive business outcomes and ensure alignment with internal and member needs. TASKS, DUTIES, FUNCTIONS: Execute change management strategies to support enterprise initiatives. Ensure effective communications methods are utilized to operationalize process, policy, regulatory and other types of business change. Conduct impact assessments to identify risks, stakeholder impacts, and readiness levels. Create and manage communication plans to ensure clear and consistent messaging throughout change efforts. Provide guidance and support to leaders and teams to build change capability and reduce resistance. Collaborate with project teams to integrate change management activities into overall project plans. Communicate training programs and materials to support employee adoption. Monitor and evaluate the effectiveness of change initiatives and adjust strategies as needed. Promote change readiness and a culture of continuous improvement across the organization. Partner with internal stakeholders to identify and address barriers to change and develop mitigation strategies. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Strong analytical and quantitative skills to interpret data and develop forecasts. Excellent communication skills to present findings and influence decision-making. Manual dexterity to operate standard office equipment including computers, copiers, and telephones. Ability to work independently and manage multiple priorities in a fast-paced environment. Proficiency in Microsoft Office ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of staff and management, including Senior Management. EXTERNAL: Members, vendors, suppliers, government agencies, credit union industry associations and peers at other financial institutions. QUALIFICATIONS: Bachelor's degree in business administration, Operations Management, or related field is required. Additional experience in lieu of degree may be considered. EXPERIENCE: Minimum of 5 or more years of experience in communication, change management, or operations analysis. Experience in a financial institution or service-oriented environment is preferred. KNOWLEDGE / SKILLS: Strong understanding of change management practices and effective communication optimization strategies. Excellent communication and interpersonal skills with the ability to influence at all levels. Ability to translate complex data into actionable insights. Strong collaboration and relationship-building skills across departments. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision and hearing within normal range. Ability to lift up to 20 lbs. as needed. Occasional movement throughout the department to interact with staff. May require extended hours or travel to support planning initiatives and attend meetings or training. LICENSES / CERTIFICATIONS: Project Management Professional (PMP) certification is a plus. THIS JOB DESCRIPTION IN NO WAY STATES OR IMPLIES THAT THESE ARE THE ONLY DUTIES TO BE PERFORMED BY THIS EMPLOYEE. HE OR SHE WILL BE REQUIRED TO FOLLOW OTHER INSTRUCTIONS AND TO PERFORM OTHER DUTIES REQUESTED BY HIS OR HER SUPERVISOR THAT ARE WITHIN HIS / HER KNOWLEDGE, SKILL AND ABILITY AS WELL AS HIS / HER MENTAL AND PHYSICAL ABILITIES.

At Orange County's Federal Credit Union , we don't just offer banking services, we create meaningful relationships that empower our members and enrich our community. With over 85 years of trust, $2.5+ billion in assets, and 140,000+ members, we've built a reputation for excellence-and we're just getting started. Our commitment to people, performance, and purpose has earned us the #1 spot in the Orange County Register's 2024 Best Credit Union list, and the voices of our employees have earned us the Peter Barron Stark Award for Workplace Satisfaction . When you join us, you're not just taking the next step in your career; you're joining a team that loves where they work. Why Work With Us? Make a Difference: If you're passionate about serving people, this role offers a unique opportunity to positively impact your community. Grow With Us: We provide a clear path for career advancement, supported by professional and personal development programs. Be Valued: From day one, you'll receive generous benefits, including top-tier health insurance, a robust 401(k) plan, and paid holidays. Your Role: As a Member Service Representative, you'll be the face of our credit union, providing a range of services that go beyond basic transactions. Handle teller transactions and eventually learn to open new accounts with accuracy and a friendly demeanor. Cross-sell products and services, helping members discover solutions that meet their financial needs. Resolve any issues with a consultative approach that builds trust and long-term relationships. What We're Looking For: Experience: Within a banking or credit union environment, recent Teller experience experience is preferred. Sales & Communication Skills: Proven ability to cross-sell and refer products and services effectively. Ability to write and speak in an approachable yet professional manner. Technology: Ability to understand and use various systems and software. Availability: Must be available Monday through Saturday, with schedules varying between 8:30 AM and 6:30 PM on weekdays and 8:30 AM to 2:30 PM on Saturdays. Integrity: Willingness to undergo thorough background and credit checks. Compensation: We value your experience and skills, and our competitive hourly rates reflect that. Final offers are based on qualifications, internal equity, and the level of position offered. Below are OCFCU's branch job levels with their corresponding hourly pay: Member Service Rep. I: $20.00 (requires minimum two years of customer service and cash handling experience) Member Service Rep. II: $20.50 (requires minimum six-months recent Teller experience) Member Service Rep. III: $21.00 (requires minimum one year recent Teller experience and six-months of New Accounts experience) Member Service Rep. IV: $22.00 - $24.00 (requires minimum two years within the credit union/banking industry, including one year recent universal banker experience. The universal banker will have expertise in the following; teller transactions, opening all types of accounts, AND experience with consumer loans and other complex banking services) Perks & Benefits: Health Coverage: Comprehensive benefits, including Anthem, Delta Dental, and VSP, effective from your first day. Financial Security: Life insurance at no cost and a 401(k) plan with a 6% employer match, dollar for dollar. Work-Life Balance: 13 days of vacation and seven (7) sick days annually plus paid holidays. Recognition & Growth: Annual merit increases, discretionary bonuses, and educational grants up to $1,000 per year. We perform thorough background checks and credit checks. EOE.

TITLE: SR BUSINESS SYSTEMS ANALYST - DIGITALSTATUS: EXEMPTREPORTS TO: MANAGER - DIGITAL DELIVERYDEPARTMENT: IT - DIGITAL PLATFORM DELIVERYJOB CODE: 11624 PAY RANGE: $102,000.00 - $110,000.00 ANNUALLY GENERAL DESCRIPTION: The Senior Business Systems Analyst role is responsible for engaging with various business units to translate complex business needs into quality software solutions and assists in the design, development, and implementation of identified solutions following Agile Software development practices. This also includes the operational support for all managed enterprise-wide software solutions. In partnership with the software vendors and business units, the senior analyst will work to maximize opportunities to use technology to improve products, services, and/or business processes. An advanced understanding of the Credit Union's enterprise-wide software solutions is required. TASKS, DUTIES, FUNCTIONS: Oversees all aspects of the Software Development Lifecycle for enterprise-wide software solutions by reviewing, analyzing, and creating detailed documentation of business unit needs, including workflow, program functions, and steps required to implement technical business processes. Drives efficient and effective joint business/IT requirements and solution discussions in addition to stakeholder review meetings. Provide high-quality analytical system solutions for key stakeholders. Proactively identifies software functional gaps and opportunities of improvement. Collaborates with product owners to create product backlog by using Agile practices. Creates user stories with relevant acceptance criteria. Leads or participates with the implementation of complex projects as technical subject matter expert from beginning to completion. Delivery Focus: 10% Training and mentoring BSA I 70% Project Support 20% Department process improvement Participate in scrum events such as daily scrums, sprint planning, backlog refinement, sprint retrospective and reviews. Supports Agile practices and leads the improvement of service. Designs, creates, and documents process flows, technical requirements list, specifications, diagrams, scenarios, mockups, and/or models for the development team using Visio, MS Word, Excel, PDF, SharePoint, and other like tools. Provide Tier 3 application support to uphold day-to-day business line operations, including the resolution of all internal tickets to a timely and successful resolution for all Enterprise-wide managed software solutions. Operations Focus: 10% Training and mentoring BSA I and BSA II 20% Tickets and operational support requests 70% Manage and support software upgrades Troubleshoots issues, assists in triage, and assesses risk and serves as escalation points for incident management. Manage administrative functions such as, but not limited to customizations of intricate forms, fields, reports and create saved searches, dashboards, workflows, role-based access management and reporting support. Effectively work to resolve complex business line application requests or reported issues through effective listening skills, positive action, information gathering and/or ticket escalation. Keep application users regularly informed on progress and resolution for all application issues reported and in alignment with internal service level agreements using clear and proactive communication. Collaborate and coordinate with third-party service providers or other internal technical teams to address software needs-based solutions and production issues with implemented resolutions and consistent follow-up. Establish and maintain strong working relationships with business line, other internal technical teams, and third-party service providers needed to improve Enterprise-wide software solutions. Participate in on-call support for critical response to after hour application impairments or major outages as needed. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Advanced oral and written communication skills required to interact or complete technical analysis with Credit Union staff, management, or vendor partners. Strong adaption skills contributing to an environment that promotes and enables change to facilitate improved ways of working. Understanding of Agile based development practices. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, printer, facsimile machine, and telephone. Makes sound decisions in the absence of detailed instructions. Ability to multitask, work under pressure and tight deadlines; may be required to work extended hours to complete tasks or respond to system production issues. Proven ability to develop, document and maintain operational policies and procedures, including the designing and documenting detailed technical process flows, and the development of operational performance and quality metric standards and reports. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All Credit Union Staff EXTERNAL: Vendors, suppliers, government agencies, other industry associations and peers at other financial institutions. QUALIFICATIONS: EDUCATION: Minimum four-year degree in Information Technology, Project Management or Business Administration required, or 6 years of experience. Bachelor's degree in Business Administration, Accounting, Information Technology, Engineering, Management, or related field preferred with 4+ years of experience. Equivalent work experience may be considered in lieu of a 4-year degree. Agile certifications preferred. EXPERIENCE: Seven years or more experience in financial or health services, including technical business analysis, product development and process improvement. Experience working in an Agile environment or Azure eco system (DevOps) strongly desired. KNOWLEDGE / SKILLS: Knowledge of commonly used financial industry concepts, practices, and guidelines. Knowledge of existing Credit Union products, services, and overall operational guidelines, especially as it relates to various delivery channels. Excellent oral communication, presentation, and technical writing skills. Strong research, technical analysis, planning and organizational skills. Ability to use logical reasoning when interpreting facts. Experience with small to medium enterprise software systems, as well as the ability to learn new systems quickly. Ability to analyze and document technical business processes. Ability to make observations, examinations, evaluations, and recommendations. Ability to participate on projects and assist team members to implement system upgrades and enhancements. Strong PC skills. PHYSICAL REQUIREMENTS: Carry and respond to a cell phone 7 days a week. May need to diagnose problems from home, occasionally may need to travel to site to correct problem either by car or public conveyance. Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Ability to lift 20 lbs. as may be required. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Occasional travel may be required locally, statewide, and throughout the United States to attend seminars and vendor group meetings. Overnight travel and evening schedules included. Occasionally required to change work hours or work long hours including working on weekends to accomplish tasks. LICENSES / CERTIFICATIONS: None Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 10/01/2025

JOB TITLE: Home Loan Equity Underwriter DEPARTMENT: Home Loan Operations STATUS: Non- Exempt PAY RANGE: $30.31 - $36.00 Hourly GENERAL DESCRIPTION: Responsible for the evaluation of Equity Lending loan applications to determine compliance with applicable state and federal regulations, investor guidelines and credit union standards. Review and analyze submitted loans for capacity, capital, character and condition while upholding fair lending practices. This includes ensuring that loan requests meet program and product specifications or counteroffer to a product and/or program when appropriate. Communicate decision (approval, counteroffer, suspense, denial) to applicable individuals within the department. Manage application turn time by executing credit decision according to the measurement set by department manager; meet targets. TASKS, DUTIES, FUNCTIONS: Underwrite loan files received daily. Perform thorough, in depth risk assessment; determine borrower's credit worthiness and ability for repayment. Analyze tax returns, credit, red flag and fraud detection information and related documentation to ensure compliance with agency, investor and/or credit union policy and procedures. Review and satisfy underwriting conditions inclusive of property related documentation encompassing appraisal reports, title, etc. to ensure adequate collateral along with a complete file in accordance with credit union policy while maintaining established turn times. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. Actively participate in training enhancement of department personnel. Identify training opportunities in relation to credit risk, review or trends. Organize and prioritize daily work load to ensure compliance to credit union policy, procedures and established turn-around times. Complete and accurate input in loan origination system(s) to ensure data integrity. Communicate and interact with all pertinent vendors, servicers, agencies, investors, internal and external departments and members, as applicable. Perform research, lender comparison, develop and maintain reports, assist in other areas of the department as directed by the department manager. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: Effective oral and written communication skills. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: Management, Home Loan Operations Department staff along with credit union branches and supporting departments. EXTERNAL: Members, real estate agents, servicing agents, various state agencies, title companies, insurance companies, appraisers and other third-party vendors. QUALIFICATIONS: EDUCATION: Successful completion of High School curriculum is required. College degree or equivalent a plus. EXPERIENCE: Five years of responsible lending experience with a financial or banking institution. KNOWLEDGE/SKILLS: Current working knowledge of lending basic principles and practices. Excellent analytical and decision making skills. Proper time management skills and ability to work independently. Strong customer/ member service relations, oral and written communication skills. Typing, ten-key, personal computer skills to include internet navigation, copier and facsimile machines. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Ability to lift 20 lbs. as may be required. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. LICENSES/CERTIFICATIONS: None Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 1/9/2026

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

Exciting Opportunity at Orange County's Federal Credit Union Local So. CA. applicants preferred (Orange County) The targeted hourly rate range is $26.74 per hour to $33.42 per hour. Final offer will be determined based on experience, education, training/certifications and specialized skills. CREDIT UNION'S PURPOSE : Simple Banking. For People, Not Profit. CREDIT UNION'S CORE VALUES : Integrity, Service Excellence, Growth & Development, High Performance, Mutual Respect, Community, and Fun Workplace Excellence. Through our associates' opinions and voices, Orange County's Federal Credit Union is a proud recipient of the Peter Barron Stark Best of the Best Award for highest associate satisfaction in the workplace! As a leading financial service provider with over 80 years of experience serving 123,000+ members, Orange County's Federal Credit Union is currently $2+ billion in assets & growing. Generous benefits include: Anthem Vivity HMO & Delta Care USA Dental - Orange County's Federal Credit Union (OCFCU) covers 100% of the associates' monthly premium Life insurance at no cost to employees. 401(k) - OCCU automatically contributes 3% of the employee's earnings PLUS matches up to 5% of the employee's contribution (dollar for dollar) Vacation hours - 13 days per year and rolls over year to year, and increases with tenure Sick hours - 7 days per year and rolls over year to year Paid Holidays - 11 days per year plus 3 partial days Annual performance merit increases Professional and personal development programs, including educational grants up to $2k per year, and step progression opportunities Annual discretionary bonus Professional, friendly work environment focused on achieving goals, recognizing successes, and excelling at member service. POSITION SUMMARY: Under general direction and supervision, this role bridges business strategy and data, delivering insights that drive member acquisition, retention, engagement, and growth. The ideal candidate is detail-oriented, collaborative, and skilled in turning complex data into actionable business recommendations. ESSENTIAL FUNCTIONS: Partner with Marketing, Product, and Analytics teams to align business strategy with actionable data insights. Analyze member behavior, product performance, and digital channel effectiveness to identify growth opportunities. Build segmentation models, predictive analytics, and attribution frameworks to measure ROI and member lifetime value (LTV). Deliver clear reporting and dashboards using SQL Server, Power BI, Excel, and Looker. Leverage familiarity with Microsoft Azure services to support data analysis and reporting. Conduct market and competitive research, focusing on financial services and Fintech trends. Provide insights to support digital product launches, campaign measurement, and member engagement strategies. Collaborate with IT, Data Engineering, and Compliance teams to ensure data integrity, governance, and regulatory compliance. Present actionable insights and recommendations to executives and business stakeholder. QUALIFICATIONS - Education & Experience: Bachelor's degree in business Analytics, Statistics, Economics, Computer Science, or related field. 3+ years of analytics or business analyst experience in financial services, banking, credit unions, or Fintech. Strong hands-on experience with SQL Server, Power BI, Excel, and Looker. Familiarity with Microsoft Azure services. Experience with Tableau and Python a plus. Familiarity with compliance and regulatory requirements (e.g., Reg Z, UDAAP, GLBA, data privacy standards). Experience working in an Agile or fast-paced tech environment . Experience with Google Analytics and Google Tag Manager (GTM) a strong plus. Skills & Abilities Strong understanding of digital marketing analytics, funnel analysis, attribution models, and LTV. Ability to translate business requirements into actionable data insights. Excellent communication and presentation skills for both technical and non-technical stakeholders Organized, detail-oriented, and skilled at managing time-sensitive projects. We perform thorough background and credit check. EOE

JOB TITLE: Home Loan Processing SpecialistDEPARTMENT: Home Loan OperationsSTATUS: Non-ExemptJOB CODE: 1837 PAY RANGE: $20.00 - $24.00 Hourly GENERAL DESCRIPTION: Organize and execute processes related to equity loans. Effective pipeline management. Partner with the internal and external Home Loan Advisors to ensure accurate, efficient and timely loan processing. TASKS, DUTIES, FUNCTIONS: Coordinate and communicate information with Member, Home Loan Advisors and vendors for loan transactions. Coordinate the ordering of all title reports and follow up on appraisal orders. Review all documentation received for accuracy and determine if additional research or documentation is required. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including BSA, RESPA, TILA, TRID and AML laws appropriate to the position.. Review and calculate income, including tax returns and funds verification (assets) from documentation received in accordance with Golden 1's policies/procedures and update the LOS (Loan Origination System) accordingly. Prepare and process equity loans and lines in accordance with internal policies and procedures as well as regulations related to Equity Lending. Review and evaluate credit documentation for compliance with Golden 1's policies. Acquire and maintain knowledge of rules and regulations regarding equity lending. Complete Home Mortgage Disclosure Act (HMDA) information to include auditing information on closed out files to ensure accuracy. Maintain and respond to quality control issues. Perform functions in accordance with Golden 1's performance competency standards. Perform other tasks as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: Effective oral and written communication skills required to interact with members and vendor company staff on the telephone, to produce monthly reports, and to perform other clerical functions. Must possess sufficient manual dexterity to skillfully operate standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: Home Loan staff, Branch staff and various other staff at Corporate Headquarters. EXTERNAL: Title companies, appraisers, members, government agencies and various other vendors. QUALIFICATIONS: EDUCATION: Successful completion of High School curriculum is preferred. Additional work experience may be considered in lieu of a High School diploma. EXPERIENCE: Two years in a financial institution. Mortgage lending experience preferred. . KNOWLEDGE/SKILLS: Maintain knowledge of real estate industry and Golden 1's policies/procedures & guidelines. Strong oral and written communication skills Strong interpersonal skills Strong member relation skills Ability to manage high volume telephone contact Attend training provided through seminars, webinars and weekly coaching as compliance, policies/procedures, or work processes dictate. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Heavy telephone volume. Hearing within normal range. A device to enhance hearing will be provided if needed. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. LICENSES/CERTIFICATIONS: None Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 1/9/2026

TITLE: SENIOR NETWORK ENGINEERSTATUS: EXEMPTREPORTS TO: MANAGER - NETWORK SERVICESDEPARTMENT: IT - NETWORK AND UNIFIED COMMUNICATIONSJOB CODE: 4226 PAY GRADE: 22S PAY SCALE: $123,600.00 - $140,000.00 ANNUALLY GENERAL DESCRIPTION: The Senior Network Engineer is responsible for advanced level of administration, support, and design of all systems supporting the network and telephony communication operations of the credit union. The scope of responsibilities includes, but is not limited to, architecture, installation, maintenance, performance optimization, future-planning, documentation, and complex system design for the credit union's core networks, branch network, ATM network, VOIP network, wireless network, ISP connections, and vendor connections. This job requires extensive knowledge and experience dealing with implementation and issue resolution of Cisco, F5, Akamai, and other network systems and technologies. TASKS, DUTIES, FUNCTIONS: Design, recommend, implement, document, support, and troubleshoot networks providing wired and wireless connectivity at corporate headquarters, multiple data centers, branches, and ATMs Lead in the design, configuration, and maintenance of the Golden 1 network architecture Define and evaluate functional requirements and specifications of network systems Perform complex analysis of network software, hardware, and communication lines Advise and participate in the development of network design, architecture, and configurations and ongoing review of network configurations Implement system enhancements that will improve the reliability of the network, elevate security, and increase network performance Ensure network software and hardware versions, maintenance levels, registration, inventory, and upgrades are to appropriate security and patch levels; monitor, diagnose, configure, and enhance system performance within supported parameters to optimize effectiveness of hardware and software resources Responsible for monitoring, developing, and recommending solutions to network systems potential or occurring security events on servers/network devices Design, recommend, implement, document, support, and troubleshoot remote connectivity options for end-users with appropriate safeguards and AAA (Authentication, Authorization, and Accounting) Work with internal and external auditors to determine security posture and provide assistance in addressing audit recommendations Remain current in awareness of developing trends, security weaknesses/vulnerabilities, and innovations in networking systems and capabilities Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position Perform other job-related duties as necessary. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: Effective oral and written communication skills required to interpret, resolve, and document networking problems. Strong organizational and time management skills; ability to articulate system methodologies and concepts; communicate effectively in providing technical guidance and expertise to other staff Must possess sufficient manual dexterity to skillfully operate applicable computer hardware, a variety of hand tools and standard office equipment. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All Credit Union Staff EXTERNAL: Vendors. QUALIFICATIONS: EDUCATION: Bachelor's Degree in Computer Science, Management Information Systems, comparable discipline, or equivalent work experience. EXPERIENCE: Minimum seven years or more experience in Information Technology in the management, configuration, modification, installation, and evaluation of network systems hardware and software (Cisco and F5 technologies desired). Work experience with Network operating systems such as Cisco IOS, NX-OS, F5, and Linux. Subject matter expert with Cisco Firewalls, Routers, Switches, Voice Gateways, and Fabric Interconnects Subject matter expert with common networking technologies, including NAT, PAT, DHCP, RADIUS, RSTP, PVST, STP, VLANs, FTP, TFTP, NAC, EIGRP, RIP, DNS, CIDR, ARP, AAA, TACACS, fiber optics, DWDM, VPN, DMVPN, BGP, ACLs, packet capture/analysis, Netflow, WCCP, VoIP, encryption, network segmentation, tunneling, filtering, and other network technologies Subject matter expert with Cisco Data Center equipment, including Nexus 7K, 5K, 2K, and B22 platforms, NX-OS, Virtual Device Contexts, Overlay Transport Virtualization, Virtual Port Channels, Fabric Extender Technology, etc. Subject matter expert with multi-homed connections to multiple ISPs, redundant network connections, port-channels, GLBP, HSRP, LACP, Demonstrates strong knowledge with a broad spectrum of F5 technologies: Load Balancing, iRules, iApps, Local Traffic Manager, Access Policy Manager, SAML/SSO, Demonstrates strong knowledge with SolarWinds products, including Network Performance Manager, Network Configuration Manager, Alert Central, IP Address Manager, Application Performance Monitor, Web Performance Manager, and Web Help Desk Demonstrates strong knowledge with Cisco Wireless infrastructure, including Wireless LAN Controllers, client-based Wireless Access Points, Identity Services Engine, Prime LMS / Network Control System, Mobility Services Engine, CleanAir technology, 802.1x, rouge access point detection, etc. Demonstrates working knowledge of Working knowledge of VMWare - configuring, using, and troubleshooting virtualized network appliances Demonstrates strong knowledge of network security systems and technologies, including Ironport, ASA, Tipping Point, ACS, IPS, IDS, port security, AnyConnect, etc. Demonstrates the ability to work effectively and support others in an environment of continuous change. CERTIFICATIONS: Cisco CCNP, CCDP, or CCSP. F5 Certified Technology Specialist - LTM PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday to accomplish tasks. Occasional travel may be required. Lift and carry communications equipment and computer hardware weighing up to fifty pounds. Corrected vision in the normal range required to configure, test, and troubleshoot network server hardware and data. Hearing within normal range. Must possess sufficient manual dexterity to skillfully operate applicable computer hardware, a variety of hand tools and standard office equipment LICENSES/CERTIFICATIONS: None. THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 9/11/2025

Exciting Opportunity at Orange County's Federal Credit Union Mortgage Lending Closer / Funder (Team production incentive bonuses for meeting goals) CREDIT UNION'S PURPOSE : Simple Banking. For People, Not Profit. CREDIT UNION'S CORE VALUES : Integrity, Service Excellence, Growth & Development, High Performance, Mutual Respect, Community, and Fun Workplace Excellence. Through our associates' opinions and voices, Orange County's Federal Credit Union is a proud recipient of the Peter Barron Stark Best of the Best Award for highest associate satisfaction in the workplace! As a leading financial service provider with over 80 years of experience serving 123,000+ members, Orange County's Federal Credit Union is currently $2+ billion in assets & growing. Generous benefits including: Anthem HMO/PPO, Delta Dental, and Unum options - from day one Life insurance at no cost to employee. 401(k) - OCCU matches 6% of the employee's contribution (dollar for dollar) Vacation hours - 13 days per year and rolls over year to year, and increases with tenure Sick hours - 7 days per year and paid holidays Annual performance merit increases Professional and personal development programs, including educational grants up to $1k per year, and step progression opportunities Annual discretionary bonus Professional, friendly work environment focused on achieving goals, recognizing successes, and excelling at member service. POSITION SUMMARY: Under general supervision, the Closer-Funder is responsible for timely, accurate and efficient home loan closing process. The Closer-Funder draws documents meeting Credit Union, investor and regulatory compliance requirements for all home loan types. The Closer-Funder coordinates with settlement agents, members, notaries, and all applicable parties for a successful closing. The Closer-Funder reviews executed loan documents for signatures, notarization, completeness, consistency and data integrity. The Closer Funder obtains and clears prior to funding conditions, prepares and requests wires, funds and confirms loan has been launched to servicing system accurately. The Closer-Funder maintains loan files. The Closer-Funder maintains funding pipeline by tracking expiration dates, compliance and funding timeframes. The Closer-Funder coordinates activities, and keeps all parties informed. Maintains appropriate electronic tracking. ESSENTIAL DUTIES: Review all information within the Loan Origination System required for accuracy to create loan documents. Prepare and deliver complete and accurate closing documents meeting all applicable guidelines in a secure manner to the appropriate escrow vendors. Check all executed loan documents for correctness and accuracy ensuring all conditions are met and imaged accordingly prior to funding. Responsible for communicating with mortgage loan processors, existing and prospective members and escrow vendors as needed to collect outstanding conditions, making sure they meet all applicable guidelines. Coordinating and confirming with escrow that the loan is ready to fund. Funding loan, wire necessary funds, updating loan origination system and notifying escrow with funding figures within the required time frame. ASSOCIATE EXPECTATIONS: Consistently practices the Service Philosophy of “Put People First” exercising the Connect, Discover, Deliver & Wow components in every encounter with internal and external members, creating extraordinary experiences. Effectively conveys information. Communicates with immediate supervisor and the team keeping others advised of progress and/or situations. Displays behavior that matches the value of Mutual Respect by relating favorably at all levels within the organization. OTHER DUTIES: Performs other work-related duties as assigned. May be a disaster recovery team member or take directives from a disaster team recovery member. QUALIFICATIONS: Experience/ Training/ Education: High school education or equivalent. Three to Five years funding First and Second Lien Position Mortgage Loans, in a fast-paced environment, which would provide a thorough knowledge of modern office practices and procedures. Knowledge/ Skills/ Abilities: Knowledge of state and federal regulations as they relate to residential mortgage/home loan applications, credit union rules, regulations, and policies. Effective communication skills both verbally and in writing and excellent telephone manner. Must have personal computer skills and be proficient with Microsoft programs at an intermediate skill level. The targeted hourly rate range is $25.00 to $28.00. Final offer will be determined based on experience, education, training/certifications and specialized skills. We perform thorough background checks, credit checks and pre-employment drug screening. EOE

TITLE: LOSS MITIGATION SPECIALIST STATUS: NON-EXEMPT DEPARTMENT: MEMBER CARE REPORTS TO: SUP - MEMBER CARE PAY RANGE: $25.40 - $29.00 HOURLY GENERAL DESCRIPTION: This position is responsible for reducing risk to Golden 1 by minimizing financial losses associated with member accounts including Visa credit cards, line of credit, secured loans, signature loans, real estate loans, and home quality lines of credit. The position will provide workout assistance to members who are presently in default or imminent danger of going into default by providing member outreach, financial counseling, offering loan forbearance, repayment plans, deferrals, and/or modifications. The position is further responsible for complying with credit union Board policies and guidelines, NCUA, state and federal regulations. TASKS, DUTIES, FUNCTIONS: 1. Communicate with members to determine the reason for default and request additional pertinent information as needed. 2. Analyze member financial documentation to determine the most effective workout option. 3. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance, including bank secrecy act/anti-money laundering laws appropriate to the position. 4. Coordinate payment arrangements with members and follow up in a timely manner on such arrangements, properly documenting accounts as contact with each member is made. 5. Promote loan workout solutions to support Golden 1's membership and contribute to a reduction of overall delinquencies by negotiating solutions that are mutually beneficial to the client and Company. 6. Prepare necessary analysis and documentation to complete loan modification agreements, repayment plans, forbearance plans, and other workout options. Identify and submit qualifying workout cases to manager for approval. 7. Collaborate with others as appropriate to assist with the efficient, effective, and timely completion of Member Care projects. 8. Possess a high level of knowledge in all Member Care Department specialty areas such as negative shares, repossessions, suits, foreclosures, and bankruptcies. 9. Ability to thoroughly review and document account summaries on all actions taken, such as telephone conversations, alternative financial arrangements, and letters mailed to assess the need for escalated Member Care efforts. 10. Maintain positive relations with all members, credit union departments, and branches discussing sensitive personal financial circumstances in a tactful manner. 11. Update relevant systems with member communication, notes, and action items. 12. Process and update workout tracking reports on a daily basis. 13. Process vendor invoices. 14. Assist manager and/or supervisor with other duties as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTIIZED IN THE PERFORMANCE OF THESE TASKS: 1. Effective oral and written communications skills required to perform day to day functions. 2. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including a typewriter, adding machine, personal computer, facsimile machine, and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: 1. INTERNAL: All staff levels, including Manager Real Estate Loss Mitigation, Collections, Consumer Loan Servicing, Real Estate, Equity, Accounting, Finance, Internal Audit, Credit Risk Management, and IT. 2. EXTERNAL: Members, vendors, and peers in financial institutions. QUALIFICATIONS: 1. EDUCATION: Associates Degree in related field or equivalent work experience. 2. EXPERIENCE: Minimum three (3) years' experience in default management or loss mitigation or related field (i.e., underwriting, credit etc.) with banks, savings and loans, credit unions or other finance companies. 3. KNOWLEDGE/SKILLS: Thorough knowledge of collection procedures, and related laws and regulations. Must be a strong team player. Written and oral communications skills are critical to communicate effectively with members, vendors, and peers. Successful candidates must be detail oriented, well organized and motivated to complete daily work in a timely manner. Successful candidate must also exhibit a working knowledge of Microsoft Office, including Excel, Work and Outlook. PHYSICAL REQUIREMENTS: 1. When in the office, prolonged sitting throughout the workday to accomplish tasks. 2. Corrected vision in the normal range to read loan documents submitted by members. 3. Corrected hearing in the normal range. A telephone device will be provided if needed. 4. Long work hours may be required to accomplish tasks, including nights and weekends. LICENSES/CERTIFICATIONS: None. THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 1/24/2024

TITLE: BUSINESS ACCOUNT AND LOAN SERVICING REPRESENTATIVESTATUS: NON-EXEMPTREPORTS TO: SUP - BUSINESS ACCOUNT AND LOAN SERVICINGDEPARTMENT: BUSINESS MEMBER SUPPORTJOB CODE: 11737 PAY RANGE: $25.02 - $26.50 HOURLY GENERAL DESCRIPTION: The role of a Business Account and Loan Servicing Representative requires a dynamic and driven individual with a strong commitment to service excellence. This individual excels in delivering outstanding service, employing effective call handling methods to ensure a positive and memorable member experience. As a Business Account and Loan Servicing Representative, they hold a vital position in strengthening the Business Member Support department. Their responsibilities are to be primary point of contact for business members, responding promptly to inquiries, resolving issues, and providing ongoing support and guidance. Additionally, collaborate with internal teams, including lending, treasury management, and other business partners, to deliver comprehensive solutions to business members. TASKS, DUTIES, FUNCTIONS: Meet and achieve established performance standards commensurate to grade level with phone efficiency and quality from the Business queue in a fast-paced environment. Resolve business member issues relating to online banking, business deposit products, business lending products and money movement services products. Maintain and effectively leverage a thorough knowledge of Golden 1 Credit Union business deposit and loan policy and procedures. Engage in conversations centered around business member's needs, specifically focusing on credit, deposit, and servings process needs of the member assist in growing their business. Initiates contact with new members within 2 days of their membership initiation and conducts a follow-up after 2 weeks. Modifying or setting up ACH forms for Commercial Real Estate (CRE), loans, and credit cards. Assist with all requests submitted through the Business Account and Loan Servicing Phone Queues, email boxes, and faxes. Demonstrates advanced Credit Union knowledge, ability to resolve issues, digital support, and escalations with minimum guidance. Foster a positive and engaging work environment. Inspire others through words and actions; ensure positive employee morale throughout Golden 1, by embracing our mission, vision, and core values. Effectively navigates software applications and simultaneously works on multiple screens while resolving member concerns. Maintain a thorough understanding of the state and federal laws and regulations related to credit union compliance that are appropriate to the position. Handles general inquiries and questions from members by demonstrating understanding of member needs, concerns and/or frustrations. Responding by demonstrating care, concern, and an appropriate sense of urgency. Perform multiple internal queues and maintain service levels and regulatory requirements. Proactively conduct a comprehensive needs assessment for our business members, aiming to identify tailored financial products and services that align with their unique requirements and contribute to their success. Deliver exceptional member service while actively listening, efficiently gathering information, understanding member concerns, and resolving issues effectively. Empathize, clear communication, and provide tailored solutions to ensure member satisfaction and loyalty. Educates members about our products to foster loyalty and retention. Identifies opportunities to assist members with Golden 1 product or service offerings and diligently documents interactions in the internal ticketing system. Perform routine tasks such as handling inquiries, resolving problems, and maintaining a high-quality customer experience within the bounds of work guidelines, policies, and regulations. Identify and implement process efficiencies and escalate procedural updates to Sr. and above for approval. Identify and resolve issues that arise outside of the normal course of business. Organize, prioritize, and perform multiple tasks simultaneously while being detailed oriented. Productively works to improve the standard way of doing things, anticipating issues to prevent problems before they occur. Perform general account maintenance, which may include payment corrections. Perform post funding services, such as payoff requests and prepayment penalty calculations. Process loan payoffs, demands, and requests for reconveyance. Field inbound calls and member inquires. Must be able to perform amortizations of Commercial Loans. Meet production deadlines daily while cognizant with quality and quantity in a fast- paced environment. Must demonstrate functional knowledge of all compliance courses annually and must review and pass all regulatory tests and courses pertaining to their job functions including internal credit union policies. Maintain effective communication with all Credit Union employees to ensure coordination and exchange of information for accomplishing Credit Union goals. Participates and contributes to a positive teamwork environment, which encourages team commitment to corporate, division, and departmental goals. Perform additional duties as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Effective oral and written communication skills required to interact with staff and members to perform follow-up on research requests, inquiries, and concerns. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment such as a personal computer, facsimile machine, and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: Regularly engage in verbal and written communication with various departments, including ACH departments, Wire Department, BMS department, Business Relationship Officer, Commercial Loan Reps, IT Help Desk, Deposit Account Servicing, Financial Advisors, Member Development Officers, Call Center (MSCC), Fraud Management, Learning and Development, and Digital Team. Internal discussions primarily revolve around research topics. EXTERNAL: Corresponds effectively and professionally in consultative conversations with Golden 1 business members and prospective business members via Business Online Platform, secured messaging, e-mail and telephone. QUALIFICATIONS: EDUCATION: Bachelor's degree or equivalent work or educational experience in servicing business and commercial loans preferred. EXPERIENCE: Minimum two years of experience with Business Account and Loan Products including Commercial Real Estate and Commercial and Industrial, Business Loan Servicing/Processing/Documentation and Business account servicing required. KNOWLEDGE / SKILLS: Excellent PC skills, with the ability to learn and train in new software. Excellent interpersonal skills with the ability to present a professional image to management, staff, and outside contacts. Solid understanding of Commercial Loan Products Familiarity of business products, services and compliance requirements required. Excellent organizational, time management and communication (verbal and written) skills. Shares knowledge freely to help others succeed. Fully participates in meetings, proactively bringing forward relevant information, ideas and potential solutions. Ability to work independently and as a team member, while using discretion in decision making and sound judgment in problem solving. Positively adapts to changes in Golden 1 and/or changes in own role and helps others to do the same. Ability to manage multiple tasks and demands, to work independently and as a team member, and to meet deadlines and effectively adjust to changing priorities. Reliable work attendance Full-time hours required, with additional hours as necessary including weekends. Basic knowledge of the following systems: Microsoft Office (Word, Excel and Outlook), eFunds, Verafin, Q2, DNA, OFAC, EnAct, ServiceNow, ECM, Fiserv, SpendTrack, Interaction Desktop, Quavo, Docusign, Datasafe, NitroPro, SharePoint PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within normal range. LICENSES / CERTIFICATIONS: None THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 3/20/2025