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Hudson Valley Credit Union jobs - 290 jobs

  • Region Relationship Advisor

    Hudson Valley Credit Union 3.8company rating

    Hudson Valley Credit Union job in Carmel, NY

    Provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services. Responsible to travel to various locations within a specific cluster of branches as needed based on staffing needs. Responsible for floating to the Carmel and Brewster locations as needed. Responsibilities Accurately process transactions. Educate members about the most convenient way to complete transaction processing in the branch and through other channels such as Internet Banking, the mobile app, audio response, the Contact Center, etc. Resolve member complaints and concerns quickly and efficiently and involve other functional areas as needed. Assist with member inbound calling as needed to support the Contact Center. Use needs based sales approach, ask questions to uncover ways to meet members' financial needs with additional HVCU products and services. Responsible for handling large volumes of cash and negotiable items. Assists management with daily operational tasks including operator, ATM, TellerInfinity and branch proof. Open new memberships, new accounts, new loans and process loan and account transactions. Refer members to branch business partners for consultation on Financial Services, Insurance Services, Real Estate and Business products as appropriate to meet member needs. Consistently follow all applicable policies and procedures. Utilize required programs and systems to assist with cross selling HVCU products and services. Acquire in-depth knowledge of credit union products and services through ongoing training and education. Train new Relationship Advisors as needed. Meet or exceed established individual and team goals through the consistent application of the HVCU Sales and Service model in all member interactions. Support the successful implementation of marketing programs and promotions by creating member awareness. Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned. Embrace and apply HVCU's guiding principles to all activities and responsibilities. This includes the Credit Union's Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union's initiatives by demonstrating teamwork and professionalism. Responsible for regular and predictable attendance including punctuality. Qualifications High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing, required NYS Notary Public license achieved within 12 months of obtaining position, required Valid driver's license required Minimum 1 Year Customer service and sales experience in a financial institution or retail environment experience, required Previous Teller or cash handling experience in a financial institution or retail environment, preferred Click here to view full job description Why Choose HVCU? Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact. Come be part of a Great Place to Work! Employee Perks: Base & Variable Pay Structures Paid Personal, Holiday & Volunteer Time Off Professional Development & Training Student Loan Repayment & Tuition Reimbursement Programs Medical, Dental & Vision Coverage 401(k) With Employer Match & Non-Elective Employer Contribution Life, Short-term & Long-term Disability Insurances Discounted Loan Rates & Fees Hudson Valley Federal Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
    $86k-122k yearly est. 3d ago
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  • Supervisor Home Equity Underwriting

    Hudson Valley Federal Credit Union 3.8company rating

    Hudson Valley Federal Credit Union job in Poughkeepsie, NY

    Hudson Valley Credit Union is currently recruiting for the position of Supervisor Home Equity Underwriting. Responsibilities: supervise the daily operations and staff related to the underwriting of home equity loans and lines of credit. Coordinate the workflow for assigned personnel, monitor goals to ensure excellent member service is provided and reviews processes and procedures for continuous improvement. Responsible for promoting excellence in underwriting standards and ensuring adherence to Credit Union policies, department procedures and internal guidelines. Responsibilities * Interview, hire, and develop home equity underwriting staff and conduct individual performance reviews. Build employee engagement through consistent communication, coaching and reinforcement of organizational values and modeling of critical behaviors. * Set clear expectations to monitor and coach staff contributions to Real Estate Lending department goals. Conduct regular one on one meetings with home equity underwriting staff. * Respond to internal and external customers regarding complaints, problem resolution, home equity underwriting guideline clarification and procedural issues. * Monitor home equity loan queues and ensure adequate * Initiate and implement process improvement to enhance employee and member experience and increase department efficiencies. * Participate in developing/enhancing home equity products and procedures. * Collaborate with post-closing QC auditor and provide timely responses on errors monthly and communicate results to staff. * Monitor underwriters' approved loan dispositions to ensure adherence to Credit Union issued loan approval authority. Approve loans within Credit Union loan approval Conduct second review of declined home equity applications. * Lead weekly underwriting meetings to ensure underwriting review consistency and discuss any issues or concerns. * Perform loan origination system (LOS) update functions for home equity product guidelines, rate changes, document updates and other loan parameter changes. Coordinate testing of updates in LOS prior to production implementation. * Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned. * Embrace and apply HVCU's guiding principles to all activities and responsibilities. This includes the Credit Union's Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union's initiatives by demonstrating teamwork and professionalism. * Responsible for regular and predictable attendance including punctuality. Qualifications * Associate's Degree or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience required. * Registration with the National Mortgage Licensing System and Registry (NMLS) required. * Minimum 2 Years consumer and/or residential mortgage underwriting experience preferred. * Minimum 1 Year supervisory leadership or similar work experience required. Click here to view full job description Why Choose HVCU? Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact. Come be part of a Great Place to Work! Employee Perks: * Base & Variable Pay Structures * Paid Personal, Holiday & Volunteer Time Off * Professional Development & Training * Student Loan Repayment & Tuition Reimbursement Programs * Medical, Dental & Vision Coverage * 401(k) With Employer Match & Non-Elective Employer Contribution * Life, Short-term & Long-term Disability Insurances * Discounted Loan Rates & Fees Hudson Valley Federal Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
    $27k-34k yearly est. Auto-Apply 8d ago
  • Portfolio Relationship Manager - Data Centers

    Associated Bank-Corp 4.6company rating

    New York, NY job

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. Drive Strategic Lending & Build High-Impact Relationships Are you ready to take ownership of a growing portfolio and play a critical role in shaping the success of high-profile data center transactions? As a Portfolio Relationship Manager, you'll be at the forefront of our lending operations, working directly with top-tier sponsors, financial institutions, and internal teams to drive deal execution, underwriting, and portfolio growth. In this role, you'll do more than just manage loans-you'll be a key partner in sourcing new transactions, negotiating complex credit structures, and ensuring seamless execution from origination to funding. You'll also lead a team of talented portfolio managers, mentoring and shaping the next generation of financial professionals. What You'll Do: * Be a Dealmaker - Partner with the Group Leader to source, structure, and execute new lending opportunities with sponsors and financial institutions. * Own the Credit Process - Lead the underwriting and credit approval process, ensuring transactions align with our strategic goals and risk framework. * Manage High-Value Portfolios - Oversee existing and new transactions, handling loan modifications, compliance tracking, legal documentation, and financial analysis. * Build Key Relationships - Act as the central point of contact for borrowers, sponsors, legal advisors, risk teams, and internal stakeholders, ensuring a seamless lending experience. * Lead & Develop Talent - Manage a team of portfolio managers, providing mentorship, training, and oversight to drive operational excellence and career growth. * Navigate Complex Deals - Leverage your deep industry knowledge to navigate credit structuring, due diligence, and market trends in the data center financing space. What You Bring: * 4+years of experience in credit underwriting, financial analysis, and portfolio management. * 2+ years of strong industry knowledge in data centers, infrastructure, or commercial lending. * 2+ years of expertise in financial modeling, risk assessment, and loan structuring. * 2+ years of proven ability to manage client relationships and negotiate deal terms. * 4+ years of advanced skills in Microsoft Suite (Excel, PowerPoint, Outlook, Word, Access). * 2+ years of formal credit training (preferred), but strong analytical and structuring skills are key. * Bachelor's degree Business, Finance, Accounting, Economics or other related discipline, or equivalent related experience required. Why Join Us? * High-Impact Role - Be at the center of complex, high-value transactions with direct visibility from leadership. * Growth & Leadership - Take ownership of your portfolio while mentoring a team and shaping the future of our lending operations. * Collaborative Culture - Work alongside top-tier professionals in a fast-paced, team-driven environment. * Exciting Industry - Play a pivotal role in financing the infrastructure that powers the digital world. If you're a strategic thinker who thrives on structuring deals, building relationships, and leading teams, we want to hear from you. Apply now and take your career to the next level! In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more. Personal banking, loan, investmentand insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook,LinkedInandX. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish. Associated Bank is Pay Transparencycompliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $118,860.00 - $203,760.00 per year
    $118.9k-203.8k yearly 3d ago
  • Security Solution Architect

    Hudson Valley Credit Union 3.8company rating

    Hudson Valley Credit Union job in Poughkeepsie, NY

    Hudson Valley Credit Union is currently recruiting for the position of Security Solution Architect. Primary Function: The Security Solution Architect is a critical leadership role responsible for designing, implementing, and maintaining the Security Solution Architecture for the organization's technology landscape. This role will report directly to the Senior Vice President (SVP) of Enterprise Architecture and will collaborate closely with architects, business leaders, IT teams, and risk and compliance stakeholders to ensure robust security postures across all platforms, products, and services. The Security Solution Architect will be a trusted advisor, shaping the company's strategy to safeguard assets, sensitive data, and systems in a rapidly evolving financial services environment. Responsibilities Develop, document, and maintain enterprise-wide Security Solution Architecture frameworks aligned with business goals and regulatory requirements. Ensure that all technology solutions meet company security standards and industry best practices. Collaborate with the SVP of Enterprise Architecture to establish long-term security strategies that support the organization's growth, innovation, and digital transformation initiatives. Conduct detailed threat modeling, risk analysis, and security gap assessments for new and existing systems. Recommend practical solutions and mitigation strategies, and ensure these are integrated into architectural designs. Develop and continuously improve security policies, standards, and guidelines. Ensure these frameworks are embedded in system and software development lifecycles Evaluate proposed solutions and changes to infrastructure for security compliance. Work with solution architects and engineering teams to recommend secure design patterns and controls. Design security models for cloud, hybrid, and on-premises environments, including identity and access management, encryption, and monitoring controls. Architect robust IAM solutions, including single sign-on (SSO), multi-factor authentication (MFA), privileged access management, and identity governance. Ensure all Security Solution Architectures meet or exceed regulatory requirements (e.g., PCI-DSS, SOX, GLBA, GDPR). Partner with compliance teams during audits and reporting cycles. Ensure all Security Solution Architectures meet or exceed regulatory requirements (e.g., PCI-DSS, SOX, GLBA, GDPR). Partner with compliance teams during audits and reporting cycles. Advocate for security best practices and facilitate training for engineering and business teams. Represent Security Solution Architecture expertise across cross-functional groups Assess emerging security technologies, frameworks, and platforms. Make recommendations for adoption and integration based on business value and risk reduction. Evaluate third-party vendors, products, and managed services for security posture. Participate in contract negotiations and define security-related requirements Lead efforts to continuously evolve and mature the organization's Security Solution Architecture. Benchmark against industry trends and foster a culture of security-first thinking. Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned. Embrace and apply HVCU's guiding principles to all activities and responsibilities. This includes the Credit Union's Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union's initiatives by demonstrating teamwork and professionalism. Responsible for regular and predictable attendance including punctuality. Qualifications Bachelor's Degree or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience in Information Technology, Computer Science or related field. Minimum 7 years experience working in complex technical environments is required. Minimum 7 years experience in Security Solution Architecture, engineering, or related roles, preferably within financial services or regulated industries is required. Relevant technical certification(s) in the area of enterprise architecture frameworks (i.e. TOGAF, Zachman, BIAN) are preferred. Relevant security certifications such as CISSP, CISM, SABSA, or CCSP are highly desirable Click here to view full job description Why Choose HVCU? Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact. Come be part of a Great Place to Work! Employee Perks: Base & Variable Pay Structures Paid Personal, Holiday & Volunteer Time Off Professional Development & Training Student Loan Repayment & Tuition Reimbursement Programs Medical, Dental & Vision Coverage 401(k) With Employer Match & Non-Elective Employer Contribution Life, Short-term & Long-term Disability Insurances Discounted Loan Rates & Fees Hudson Valley Federal Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
    $112k-144k yearly est. 5d ago
  • PT Teller - Riverhead

    Teachers Federal Credit Union 4.3company rating

    Riverhead, NY job

    Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities. Summary: Processes a variety of routine financial transactions, prepares daily settlements, delivers prompt and efficient service, and provides information about credit union products and services. Education and/or Experience: * A high school education or GED required * Cash handling experience required * Communication, interpersonal, customer service, mathematical, problem solving, multitasking and computer skills, and detail orientation required Job Responsibilities: * Build/strengthen member relationships, greet members in a courteous/professional manner, and provide superior member service * Process deposits, withdrawals, loan payments and other transactions * Verify member identity/signatures, receive approval for transactions when appropriate and ensure the accuracy of amounts handled * Sell negotiable items (e.g., money orders and official checks) and assist in daily proof * Cross-sell products and services by advising members of rates, benefits and features * Ensure the security of the workstation including cash and negotiable items, inform the supervisor when cash on hand exceeds prescribed limit and when additional cash is needed * Balance Teller drawer daily by counting currency/coin/checks received, prepare Federal Reserve deposits, inventory negotiable items and resolve discrepancies * Comply with company policies, procedures, guidelines * Work in other branches as assigned * Perform other duties as needed upon request by immediate supervisor Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * This position is eligible for our annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives * Paid time off for vacation, personal days, and holidays * 401(k) company contribution * Teachers pays 100% of Dental & Vision premium * Tuition reimbursement is offered to full-time employees * Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers The good faith range for this position is $19.50 to $22.00 an hour. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law. All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility. To learn more about Teachers and to view a full list of our job opportunities please visit ***************************************** Click here to view: California Privacy Notice #LI-JM1
    $19.5-22 hourly 60d+ ago
  • Operations Program Specialist

    Teachers Federal Credit Union 4.3company rating

    Hauppauge, NY job

    Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities. Summary: The Operations Program Specialist leads small to medium sized projects aimed to enhance program management and operational efficiencies. This role will work independently to ensure department initiatives are executed and communicated as they pertain to various member facing channels. Education and/or Experience: * Associates degree in a relevant field or a minimum of four years directly related experience required * Minimum of three years banking experience in a related area required * Knowledge of Branch and back-office operations, policies, practices, protocols, systems and programs required Job Responsibilities: * Manage end to end process of small to medium sized programs and initiative rollouts * Liaison between member facing channels and assigned lines of business * Create, deploy and maintain all procedures, job aids and internal resources for new and existing programs and projects for member facing channels * Organize and facilitate meetings to ensure all projects and programs are being tracked for the department * Identify gaps in processes and procedures within member facing channels * Develop and implement solutions that eliminate process gaps while driving membership growth, operational efficiencies and mitigate risk * Develop and deliver statistical analysis of program utilization and trends * Perform other duties as needed upon request from immediate supervisor Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * This position is eligible for our annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives * Paid time off for vacation, personal days, and holidays * 401(k) company contribution * Teachers pays 100% of Dental & Vision premium * Tuition reimbursement is offered to full-time employees * Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers The good faith range for this position is $32.00 - $38.00 an hour. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law. All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility. To learn more about Teachers and to view a full list of our job opportunities please visit ***************************************** Click here to view: California Privacy Notice #LI-KM
    $32-38 hourly 25d ago
  • Investment Services Support Specialist- Farmingville

    Teachers Federal Credit Union 4.3company rating

    Farmingville, NY job

    Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities. Summary: The Investment Services Support Specialist supports investment advisors in servicing accounts and responding to customer requests. Education and/or Experience: * High School required * Bachelor's degree preferred * Minimum three years of investment services industry experience required * Intermediate CRM knowledge required * Notary Public preferred * Document Processing * Inquiry Research/Response * Order Processing * Tax Compliance Reporting * Trust Administration * Beneficiary Communications * Banking Software * Customer Relationship Management (CRM) software Job Responsibilities: * Processes sales and purchases of securities and other investment-related transactions * Maintains accurate records and prepares required documentation to ensure compliance with tax and investment-related reporting. * Reviews and interprets investment agreements and documents key decisions and rationale. * Responds to routine customer inquiries, schedules appointments, and delivers standard account documentation. * Maintains a sales and referral database and uses telemarketing and customer profiling to generate leads and additional business opportunities with existing and prospective clients * Coordinates referrals, sales appointments, and requests for information * Coordinates and attends special events, meetings, and seminars * Assists in preparation and review of marketing collateral by proofing for content, disclosures, and accuracy * Attends and leads investment meetings and branch huddles to provide coaching and support * Complies with SEC and FINRA requirements * Manages office supplies * Orders promotional items, display, and program marketing materials (via LPL MOD), ensuring they are up-to-date * Performs other duties as needed upon request by immediate supervisor Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * This position is eligible for our annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives. * Paid time off for vacation, personal days, and holidays * 401(k) company contribution * Teachers pays 100% of Dental & Vision premium * Tuition reimbursement is offered to full-time employees * Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers The good faith range for this position is $23.00 - $26.50/hr. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law. All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility. To learn more about Teachers and to view a full list of our job opportunities please visit ***************************************** Click here to view: California Privacy Notice #LI-KM
    $23-26.5 hourly 11d ago
  • Financial Services Specialist - Stony Brook

    Teachers Federal Credit Union 4.3company rating

    Stony Brook, NY job

    Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities. Summary: Accurately and efficiently performs all duties and functions at various branch locations as assigned. Assists the Manager and Assistant Manager in leading a group of banking professionals to achieve organizational goals for sales, service and operational excellence. Education and/or Experience: * A high school education or GED required * Minimum of three years Branch operations experience required * Banking products, cross-selling, member onboarding, new account openings, retail banking, banking software * Notary public preferred * Must have reliable transportation and able to travel between branch locations (up to 25%) as needed; current valid NYS driver's license required. Job Responsibilities: * Build and strengthen member relationships at the assigned branch by greeting members in a courteous and professional manner, provide superior member service and respond to their questions accurately and efficiently * Perform the duties of a Teller Operations Supervisor as assigned. Assign work, ensure cash, coin and ATM machines are maintained/proofed, and order cash and supplies for the branch * Perform the duties of an Assistant Manager as assigned. Manage the work of platform staff, implement work schedules, open/close the branch, respond to alarms, inventory gift cards, official checks, debit cards and branch supplies, and advise the Manager of the need to reorder * Perform the duties of a Financial Services Representative as assigned. Open membership accounts, IRAs, CDs, and assist members with their banking needs. Respond to member questions and resolve problems * Assist members with completing consumer loan applications, collect required documentation, and obtain required signatures * Cross-sell Teachers products and services * Perform the duties of a Teller as assigned. Process deposits, withdrawals, loan payments, plan contributions and other transactions by verifying member identity/signatures, secure necessary approvals, and balance the Teller drawer * Comply with Teachers policies, procedures, guidelines and applicable laws/regulations, ensure the security of the workstation including cash and negotiable items, and may assist other branch staff with daily balancing * Perform other duties upon request from immediate supervisor Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * This position is eligible for our annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives * Paid time off for vacation, personal days, and holidays * 401(k) company contribution * Teachers pays 100% of Dental & Vision premium * Tuition reimbursement is offered to full-time employees * Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers The good faith range for this position is $23.80 - $28.60 an hour. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law. All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility. To learn more about Teachers and to view a full list of our job opportunities please visit ***************************************** Click here to view: California Privacy Notice #LI-JM1
    $23.8-28.6 hourly 60d ago
  • Supervisor Payment Operations

    Hudson Valley Federal Credit Union 3.8company rating

    Hudson Valley Federal Credit Union job in Poughkeepsie, NY

    Hudson Valley Credit Union is currently recruiting for the position of Supervisor Payment Operations. Primary Function: Oversee the daily operations of the payment processing team, ensuring accurate, timely, and compliant execution of transaction processing. Responsible for overseeing staff productivity, resolving escalations, and collaborating with internal departments to support business objectives and member satisfaction. Responsibilities * Supervise and lead a team of payment operations specialists, providing coaching, performance feedback, and development opportunities. * Monitor daily payment processing activities including ACH, wire transfers, check processing, and internal settlements. * Ensure compliance with internal policies, regulatory requirements (e.g., NACHA, PCI-DSS), and industry standards. * Identify and support process inefficiencies and implement improvements to enhance accuracy, speed, and cost-effectiveness. * Collaborate with IT, Risk, Compliance, and Customer Service teams to resolve issues and support cross-functional initiatives. * Maintain and update SOPs, training materials, and audit documentation. * Prepare and analyze operational reports, KPIs, and metrics to inform leadership and help inform strategic decisions. * Manage internal escalations and exceptions, ensuring timely resolution and communication. * Support system upgrades, testing, and implementation of new payment technologies or platforms. * Participate in audits, risk assessments, and regulatory reviews as needed. * Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned. * Embrace and apply HVCU's guiding principles to all activities and responsibilities. This includes the Credit Union's Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union's initiatives by demonstrating teamwork and professionalism. * Responsible for regular and predictable attendance including punctuality. Qualifications * Bachelor's Degree or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience preferred * Minimum 3 Years Fraud payment operations, banking, or financial services experience required * Prior supervisory or team leader experience preferred * Experience with real-time payments (RTP), FedNow, or digital wallets preferred * Familiarity with fraud detection and prevention tools preferred * Lean Six Sigma or process improvement certification preferred Click here to view full job description Why Choose HVCU? Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact. Come be part of a Great Place to Work! Employee Perks: * Base & Variable Pay Structures * Paid Personal, Holiday & Volunteer Time Off * Professional Development & Training * Student Loan Repayment & Tuition Reimbursement Programs * Medical, Dental & Vision Coverage * 401(k) With Employer Match & Non-Elective Employer Contribution * Life, Short-term & Long-term Disability Insurances * Discounted Loan Rates & Fees Hudson Valley Federal Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
    $42k-58k yearly est. Auto-Apply 60d+ ago
  • Director, Consumer Underwriting

    Teachers Federal Credit Union 4.3company rating

    Hauppauge, NY job

    Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities. Summary The Director, Consumer Lending directs the consumer loan department and is responsible for executing an independent, risk-based assurance review of assigned areas within consumer credit portfolio, including assessment of credit practices, effectiveness of policy implementation and risk governance. The Director contributes towards the continual review of the credit union's credit policy by conducting reviews of credit processes and products, performing monitoring of credit trends and credit changes in the assigned portfolios. Qualifications & Education * Bachelor's degree required or a minimum of eight years directly related experience in Consumer credit underwriting required * Minimum six years progressive credit underwriting experience required * Minimum three years leader/supervisory experience required * Proficient in DNA, credit report analysis, originating loans required * Microsoft Applications including, but not limited to, Excel, Word and Power Point Job Duties * Oversees the research, development, communication, and implementation of consumer lending policies. * Analyzes lending data to identify risks, trends, and areas for improvement. * Ensures lending volume and profit goals are met. * Responsible for the integrity and performance of all Consumer Lending Rules and Decisioning * Responsible for building and maintaining working relationships with line of business management and key associates within the risk management organization. * Conduct risk-based reviews covering consumer line(s) of business * Identify credit process weaknesses in the Consumer Loan department * Identify emerging trends and issues that will impact the day-to-day operation of the department * Identify gaps in credit policy and make recommendations on how to close these gaps * Working with regulators and internal and external auditors to provide assurance that Credit Review processes are sound * Build and maintain high trust relationships with senior credit risk management, senior lending associates, and regulators * Manage and monitor the consumer underwriters and admins to ensure the daily workloads are completed in a timely and efficient manner. * Acting as an approachable advisor to business partners by developing continuous and effective communication channels for all stakeholders * Partner with the Director, Consumer Loans on all department and enterprise projects that impact the department. * Manage the Smart Decisioning Platform Business Configuration, Settings and Change Process * Performs other duties as needed upon request by immediate supervisor Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * This position is eligible for our annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives * Paid time off for vacation, personal days, and holidays * 401(k) company contribution * Teachers pays 100% of Dental & Vision premium * Tuition reimbursement is offered to full-time employees * Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers * The good faith range for this position is $138,700 - $173,400 annually. This range is an estimate based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law. All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility. To learn more about Teachers and to view a full list of our job opportunities please visit ***************************************** Click here to view: California Privacy Notice #LI-CG1
    $138.7k-173.4k yearly 60d+ ago
  • Retail - Operations Policy & Procedure Specialist

    Teachers Federal Credit Union 4.3company rating

    Hauppauge, NY job

    Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities. Summary: The Operations Procedure Specialist develops and updates policies, procedures, and documentation for Teachers retail operations. The Specialist ensures compliance with regulatory changes, collaborates with various teams, and improves operational efficiency while mitigating risk Education and/or Experience: * Bachelor's degree or a minimum eight years' directly related work experience required * Minimum three years experience researching, analyzing, writing and reviewing content required * Knowledge of branch and back office operations, policy and procedures, practices, protocols, systems, and financial compliance laws and regulations required * Proficient in Microsoft Office * Good knowledge of DNA core systems, Velocity, CRM Salesforce * Strong analytical skills, organized, problem-solving, planning, and ability to operate in a fast-paced environment * Strong oral and written communication skills at a professional business level * Solid PowerPoint presentation and public speaking skills * Excellent ability to listen, record, and prioritize * Experience in creating documentation for audiences with different levels of technical skill * Ability to work independently while supporting an overall team effort Job Responsibilities: * Creates, writes, edits, and updates operational procedures, technical guides, and resources for retail operations, contact centers, and back-office teams * Collaborate with managers and program teams to ensure all documentation meets quality, clarity, and industry standards * Creates user-friendly documentation, including charts, graphs, and tables to enhance clarity and understanding * Standardizes content across various platforms and updates KnowledgeBase with accurate procedures * Develops and implements solutions to streamline processes and address operational gaps * Communicates policy changes through presentations, workshops, and leader connects * Manages and maintains Risk Operations internal intranet page and ticket system * Supports the creation of educational resources and job aids for new and existing procedures * Assists with departmental projects and helps implement new procedures * Perform other duties as assigned by the supervisor Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * This position is eligible for our annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives * Paid time off for vacation, personal days, and holidays * 401(k) company contribution * Teachers pays 100% of Dental & Vision premium * Tuition reimbursement is offered to full-time employees * Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers The good faith range for this position is $28.50-$34.00 an hour. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law. All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility. To learn more about Teachers and to view a full list of our job opportunities please visit ***************************************** Click here to view: California Privacy Notice #LI-MC1
    $28.5-34 hourly 50d ago
  • Information Center Loan Specialist I, Remote (MA, NH, GA only), Full Time

    Digital Federal Credit Union 4.6company rating

    Remote or Massachusetts job

    Schedule Mon-Fr 9:45am-6:45pm every other Saturday 8am-4:30pm What You'll Do Summary/Objective: Provide Service Excellence to members during all aspects of the loan origination process for Consumer Loans and Mortgages, as required. This includes answering general questions regarding loans in process, taking and processing applications, as well as answering general questions related to loans and the loan process. Taking additional call types will be required at times due to business needs. Must understand all DCU products, services, processes, and procedures. Proactively identify member needs and effectively cross sell appropriate products and services. Supports DCU's mission, vision and business goals. Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Answer inbound phone calls in a high-volume contact center. * Efficiently assist members with inquiries about DCU loan products, the application process and other calls related to loan questions. * Proficiently originate and process consumer loan applications for automobiles, personal loans, and credit cards. * Review credit reports and determine loan eligibility through automated underwriting and/or Loan Officer review. * Review required applicant documentation including income verification, purchase agreements etc. * Adhere to borrower/lender compliance requirements and DCU's internal policies and procedures. * Complete required trainings on compliance, DCU products/services and lending guidelines. * Support DCU's Success Sharing Goals by referring and cross selling other DCU products and services. * Achieve job expectations for schedule adherence, call efficiency, sales goals and other metrics. * Become registered through the Nationwide Multistate Licensing System to obtain Mortgage Loan Originator licensing. * Answer general questions for and originate Mortgage and Home Equity applications. * Participate in performance development by being receptive to constructive coaching feedback from Assistant Managers, Performance Leads and Senior Specialists * Foster teamwork and strive to strengthen relationships between the Information Center Staff and staff in DCU's support departments. * Accurately process transactions, file maintenance and all other member requests. * Make process improvement recommendations in an effort to improve the efficiency of operations in the Information Center and/or other areas of the Credit Unions. * Perform other job-related duties as assigned or requested. * Complies with regulatory compliance and assigned training requirements. What You'll Need Education and Experience Requirements: * High School diploma or equivalent * 6 months prior contact center or 6 months lending experience required Additional Eligibility Requirements: * Excellent communication and phone etiquette. * Proficient computer skills and ability to learn new software. * Strong troubleshooting, multitasking, organizational, and time management abilities. What We Do DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,700 team members, we strive to make DCU a great place to work with an excellent work-life balance, and a community that cares. DCU is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to *************** and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address. DCU is not currently offering Visa transfer/ sponsorship for this position. Expected Pay Range $21.50 - $24.10/hour
    $21.5-24.1 hourly 8d ago
  • New York Life Law Internship- Summer 2026

    New York Life 4.5company rating

    White Plains, NY job

    Office of the General Counsel: Join the Office of the General Counsel where we collaborate with diverse business units, providing effective and creative legal guidance that aligns with New York Life's core values. Your work directly impacts how the company makes decisions, fostering sound business practices, safeguarding its reputation, and optimizing efficiency. Become part of a team dedicated to serving as a trusted partner, helping the business navigate the legal landscape and achieve its goals. Role Overview: New York Life's Office of the General Counsel intern program seeks to provide a unique opportunity to one 1L student with a specific interest in an in-house experience. This role offers a unique opportunity to gain practical experience in a corporate legal environment, working closely with experienced attorneys while developing skills essential to a successful legal career. You will receive hands-on experience working on substantive projects in a dynamic in-house legal department with exposure to and participation in high-level business and legal decision making and problem solving. You will receive training and development through practical legal experience, while receiving informal mentorship and guidance from experienced attorneys. This role allows you to explore potential career paths and practice areas by meetings with current and former attorneys in different roles throughout New York Life. You will participate in internal and external networking events to gain insight into the intersection of law and business and to build relationships in the legal field. This is a paid internship located at New York Life's home office in White Plains, New York. within the Office of the General Counsel. The internship dates are June 1st 2026 through August 28th 2026. General housing and transportation assistance will not be provided. Please note that this is an internship-only opportunity - interns should not expect an offer for permanent employment upon internship completion. What You'll Do: As part of this internship, you will be selected to participate in the Leadership Council on Legal Diversity (LCLD) 1L Scholars Program, a leadership program designed to develop leadership, relationship building, and career development strategies for 1L law students. You can learn more about the program at the LCLD webpage (*********************************************** What You'll Bring: As a Law intern, you will bring exceptional academic performance, proven leadership skills, strong business sense and the demonstrated ability to take initiative and collaborate effectively across disciplines. Requirements: * Cover letter explaining your interest in an in-house practice and the role * Resume * Law school Transcripts (when available) #LI-CV1 #ECA Pay Transparency Salary Range: 40.00 Overtime eligible: Discretionary bonus eligible: Sales bonus eligible: Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Diversity Promise We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ******************** Job Requisition ID: 92850
    $97k-141k yearly est. 57d ago
  • Compliance Program Manager

    Teachers Federal Credit Union 4.3company rating

    Hauppauge, NY job

    Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities. Summary The Compliance Program Manager manages Teachers regulatory compliance programs, policies, reporting, and practices. Qualifications & Education * Bachelor's Degree or minimum of eight years directly related experience required * Minimum five years of compliance program experience required * Minimum five years in an audit, financial service or related industry in a compliance role required * Requires a thorough knowledge Corporate Communications | Internal Audit | Internal Controls | Regulatory Environment | Regulatory Reporting | Training Program Administration | Organizational Policy Development | Compliance Documentation | Compliance Risk Assessment | Governance, Risk & Compliance Software * Client Administration | Customer Care | Customer Communications | Customer Complaint Escalation | Customer Complaint Resolution | Customer Interaction | Customer Lifecycle Management | Customer Relations | Customer Relationship Management (CRM) | Customer Retention | Customer Satisfaction | Customer Service Metrics | Customer Support | Escalation Management | Issue Resolution | Customer Service Monitoring Software * Excellent strategic, problem solving, and analytical skills * Exceptional verbal and written communication skills. * Ability to maintain confidentiality * Proficient with Microsoft Office Job Duties * Ensures that all activities follow regulatory requirements related to the governance of the organization as well as any industry-specific or location-specific laws * Oversees internal controls and auditing systems that monitor and report on regulated activities and processes * Implements risk-based compliance testing of existing procedures and controls to identify, detect, and correct noncompliance * Evaluates and implements changes to compliance processes due to new or amended regulations * Delivers communication and training initiatives that inform stakeholders about compliance requirements * Oversees the resolution of customer complaints that have escalated to the highest level within the organization * Acts as a liaison with product/service suppliers to determine validity of complaints and design and implement product or process change to reduce the number of complaints * Performs other duties upon request of immediate manager Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * This position is eligible for our annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives * Paid time off for vacation, personal days, and holidays * 401(k) company contribution * Teachers pays 100% of Dental & Vision premium * Tuition reimbursement is offered to full-time employees * Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers The good faith range for this position is $93,000 - $116,250 annually. This range is an estimate based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law. All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility. To learn more about Teachers and to view a full list of our job opportunities please visit ***************************************** Click here to view: California Privacy Notice #LI-KMS
    $93k-116.3k yearly 3d ago
  • Supervisor Contact Center

    Teachers Federal Credit Union 4.3company rating

    Hauppauge, NY job

    Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities. Summary: Leads, coaches and develops Contact Center representatives to help them best serve our members and deliver exceptional experiences. Responsible for the daily activity of Contact Center operations, including reinforcing policies and procedures Assists in effective staff training, evaluating staff performance, developing staff skills and competencies, interviewing candidates for employment, recommending hirings, salary actions, promotions, and appropriate disciplinary actions. Education and/or Experience: * Associate's degree or four years of directly related experience required * Minimum three years banking or related contact center experience, including one year in a senior or supervisory role required * Strong oral/written communication, interpersonal, analytical, multitasking, internet, and problem-solving skills and excellent telephone etiquette required * Knowledge of applicable laws/regulations, contact center policies, practices, protocols, systems and programs, and Microsoft Office products required Job Responsibilities: * Lead a team of Representatives to help them achieve their established sales, service and performance goals. Coach and performance manage as necessary. * Monitor interactions to assess staff performance against established sales, service and performance goals, evaluates results and reviews them with staff. Recommend/provide additional training/coaching as needed. * Ensure effective Contact Center coverage and service levels are maintained by monitoring call/chat/email volumes recommending staffing changes, and, as needed, recommending overtime. * Answer telephone calls/chats/emails received from members/potential members, ensure they are properly identified and, as appropriate, complete transactions and provide requested information. Cross sell by advising callers of other products and services that are available and will help the member. Perform system maintenance activities, such as (but not limited to) add/remove account restrictions, increase limits, set up/change passwords and user IDs, and unlock users according to established guidelines * Work collaboratively with the other leaders in the Contact Center to support all of the team members in the department with questions, concerns, and member-related issues. * Ensure that staff follow all required actions necessary to ensure members information is properly collected, verified, and documented to provide the best experience possible for our members. * Ensure that issues are appropriately addressed by researching and troubleshooting them. * Ensure that staff are informed of and adhere to all company policies, processes and procedures. Represent the Contact Center in various projects to provide insights to the operations and handling of inbound member questions. * Perform other duties as needed upon request Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * This position is eligible for our annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives * Paid time off for vacation, personal days, and holidays * 401(k) company contribution * Teachers pays 100% of Dental & Vision premium * Tuition reimbursement is offered to full-time employees * Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers The good faith range for this position is $31.40-$38.00 an hour. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law. All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility. To learn more about Teachers and to view a full list of our job opportunities please visit ***************************************** Click here to view: California Privacy Notice #LI-CB1
    $31.4-38 hourly 28d ago
  • Commercial Credit Analyst II

    Teachers Federal Credit Union 4.3company rating

    Hauppauge, NY job

    Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities. Summary: Evaluates the creditworthiness of businesses seeking to borrow money by reviewing and interpreting various financial documents, analyzing financial information and ratios, and making a recommendation on accepting or rejecting the loan application. Arranges for the disbursement of funds on approved loans; and monitors the business health of borrowers to minimize risk to the Credit Union. Education and/or Experience: * Bachelor's degree in a relevant field required or eight years of directly related experience * Minimum three years of credit analysis experience required * Ability to read, understand and analyze business owners personal tax returns and company tax returns and/or financial statements. * Ability to read and review personal and business credit reports. * Knowledge of LOS system * Excellent computer skills - i.e. MS Word, MS Excel, Company and Business Lending systems. Job Responsibilities: * Analyze the creditworthiness of businesses seeking to borrow money by collecting and reviewing various documents, e.g. tax returns, company website and financial statements. Present written credit memorandums to recommend approval or denial of business loan applications. * Contact the applicant or Business Development Officer when a final loan decision is made. Arrange for the disbursement of funds through the issuance of a credit card, payment made to a third party, or deposit of funds into an account. Ensure that all necessary documents are signed. Prepare closing documents for business loans and lines of credit. * Prepare a formal commitment letter for all commercial mortgage loans approved which outlines all conditions that must be met before the closing. Arrange for appraisals and environmental studies and ensures that fees for these services are collected from the borrower. Obtain and review all proofs of insurance from the borrower and send all closing documents to the attorney's office. Work with attorney's office on processing of commercial loans in closing status. * Ensure that all insurance coverages on commercial vehicles and commercial property are maintained at adequate levels. Contact insurance companies to ensure that insurance renewals have been completed. Contact borrowers for proof of new insurance and ensure that Teachers is listed as a lien holder. * Monitor commercial mortgages by performing annual reviews on commercial borrowers to determine annual debt service coverage ratio. Contact borrowers when problems arise. * Assist in the reporting to the Federal Government on the status of all small business loans made. * Perform other duties as needed upon request from immediate Supervisor. Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * This position is eligible for our annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives * Paid time off for vacation, personal days, and holidays * 401(k) company contribution * Teachers pays 100% of Dental & Vision premium * Tuition reimbursement is offered to full-time employees * Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers The good faith range for this position is $35.00 to $43.00 hourly. This range is an estimate based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law. All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility. To learn more about Teachers and to view a full list of our job opportunities please visit ***************************************** Click here to view: California Privacy Notice #LI-CG1
    $35-43 hourly 11d ago
  • Control Testing Specialist- Lending

    Teachers Federal Credit Union 4.3company rating

    Hauppauge, NY job

    Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities. Summary: The Control Testing Specialist is responsible for executing detailed risk-based compliance tests to assess the design and effectiveness of internal controls related to the Credit Union's mortgage, commercial and consumer lending products and services as well as pertinent regulations that affect day-to-day transactions of members. Education and/or Experience: * Associates degree required or a minimum of four years directly related experience required * Minimum three years experience in a compliance, audit, quality control or other risk management role with a focus on reviews, testing or general quality assurance tasks * Knowledge of Lending regulations is required * Attention to detail, strong written communication skills for documenting findings and the ability to work independently and work teams is required * Proficient in Microsoft suite applications. * General understanding of Compliance, Risk or Audit testing. Job Responsibilities: * Execute risk-based compliance testing for key lending and other regulations such as, but may not be limited to: Truth in Lending Act (TILA/RegZ), RESPA, Equal Credit Opportunity Act, HMDA, Flood, SAFE Act, Consumer Leasing, FDCPA, TRID, FCRA etc. * Perform detailed transactional testing of loan files from application to closing, member disclosures, billing statements & disputes, error resolution protocols, advertisements, Mortgage Loan Officer performance, call monitoring, etc. * Document test steps, evidence and results in formal workpapers to create a clear and auditable trail. * Identify control weaknesses and assist in documenting the underlining root cause as well as validation of corrective actions taken by the business lines. * Performs other duties as needed upon request by immediate supervisor. Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * * This position is eligible for our annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives * Paid time off for vacation, personal days, and holidays * 401(k) company contribution * Teachers pays 100% of Dental & Vision premium * Tuition reimbursement is offered to full-time employees * Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers The good faith range for this position is $28.00 - 33.50/hr. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law. All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility. To learn more about Teachers and to view a full list of our job opportunities please visit ***************************************** Click here to view: California Privacy Notice #LI-CB1
    $28-33.5 hourly 60d ago
  • HR PMO Manager, Corporate Vice President

    New York Life 4.5company rating

    New York, NY job

    Be part of a dynamic team shaping the future of talent at New York Life. As part of Human Resources, you'll contribute to a comprehensive strategy that attracts, develops and retains top talent. Whether it's identifying future leaders, crafting engaging learning experiences, enhancing offerings that support our people or fostering a workplace culture where everyone feels they belong, your work directly empowers individuals and fuels the company's growth. Join us and play a vital role in making New York Life an employer of choice for generations to come. The HR PMO Manager provides strategic leadership for the Human Resources Project Management Office, driving enterprise-wide HR initiatives that enable organizational transformation and operational excellence. This role establishes governance frameworks, ensures alignment with corporate priorities, and partners with senior leadership to deliver high-impact projects that advance HR capabilities and business outcomes. What You'll Bring: Strategic Leadership & Governance * Define and implement the HR PMO operating model, including intake processes, governance standards, and performance metrics * Establish project management frameworks, tools, dashboards, and templates to ensure consistency and transparency across HR initiatives * Drive adoption of PMO best practices and foster a culture of accountability and continuous improvement Program & Project Delivery * Oversee planning and execution of complex, cross-functional HR projects aligned with strategic objectives * Partner with project teams to develop charters, integrated project plans, and status reporting models * Lead executive-level project reviews and facilitate decision-making to maintain project health and mitigate risks * Monitor critical paths, resolve blockers, and escalate issues to senior leadership as needed Innovation & Enablement * Design and maintain a self-service SharePoint site and knowledge hub for PMO resources * Research and integrate advanced tools and technologies (e.g., Coda, GPT-enabled solutions) to enhance project delivery and stakeholder engagement * Develop communication strategies and materials to introduce PMO capabilities and enable end-user adoption Stakeholder Engagement * Serve as a trusted advisor to HR leadership and business partners, ensuring alignment of priorities and resource allocation * Engage key decision-makers to drive consensus and accelerate delivery of strategic initiatives What You'll Bring: * Bachelor's degree in Human Resources, Business Administration, or related field; advanced degree preferred * Project Management certification (PMP) required * 10+ years of experience leading HR project management or PMO leadership, with proven success in enterprise-level initiatives * Expertise in HR systems, compliance, and organizational change management * Proficiency in project management tools (MS Project, Smartsheet, Jira) and emerging technologies * Exceptional leadership, communication, and stakeholder management skills Pay Transparency Salary Range: $119,000-$153,000 Overtime eligible: Exempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. #LI-MC1 #LI-HYBRID Job Requisition ID: 93212
    $119k-153k yearly 2d ago
  • Head of Change Management - Investments

    New York Life 4.5company rating

    New York, NY job

    New York Life Investments (NYLI), an indirect, wholly owned subsidiary of New York Life Insurance Company, is a top 25 global asset management firm. With more than $799 billion in assets under management, NYLI is a premier investment management firm serving a variety of client segments including retail, institutional, insurance and defined contribution and benefit on a global basis. New York Life Investments offers a diverse set of investment capabilities ranging from traditional equity and fixed income to alternative investment strategies and multi-asset solutions. Renowned for its premier investment acumen and client focus, NYLI's vision is to be one of the most trusted providers of investment management expertise and long-term financial security. Role Overview: The Change Leader will play a critical role in leading and managing the Change Management efforts within the Investments Business at New York Life. This role requires a leader with strong strategic and execution skills and the ability to work effectively across teams. This individual will be responsible for guiding teams through significant changes, ensuring the smooth transition of processes, systems, and culture as the business continues to evolve. The Change Leader will work closely with the enterprise change leader in Human Resources, senior leadership within the business, project managers, and key stakeholders to design, implement, and monitor change management strategies that support both the business and company goals and objectives. What You'll Do: Change Strategy Development & Execution: * Design and implement comprehensive change management strategies that align with the business' overall goals and objectives. * Partner with senior leadership to identify business needs and areas requiring transformation, defining the scope, timelines, and key deliverables. * Partner with senior leadership to prioritize a change management agenda and measure success against key deliverables. * Lead change initiatives that foster a smooth transition and minimize resistance across the organization. Stakeholder Engagement & Communication: * Establish and maintain strong relationships with key stakeholders (Business Leaders Portfolio management, Distribution, Human Resources, Corporate Communications, Technology, etc.) across all levels of the organization. * Work with Corporate Communications team to support the communication of change initiatives clearly and effectively, ensuring that all employees understand the purpose and impact of the changes within the organization. * Develop and deliver clear, concise communication plans, presentations, and other materials for employees, leadership, and external partners. Culture & Behavior Change: * Help drive organizational culture change to ensure employees embrace new ways of working, systems, and processes. * Promote a positive environment for change by addressing employee concerns, creating buy-in, and building trust through transparent communication. * In partnership with the Enterprise Change Management team in Human Resources, support the implementation of training to support employees in adapting to new tools, systems, and methodologies. * Lead change workshops, coaching sessions, and other learning opportunities to ensure employees are well-equipped to navigate the transformation. Change Monitoring & Feedback: * Monitor the effectiveness of change initiatives through surveys, interviews, and other data-driven methods to evaluate success metrics, employee engagement and transformation progress. * Identify and address potential barriers to change and develop corrective actions as needed. * Report on the progress of change initiatives, providing regular updates to senior leadership and other stakeholders. What You'll Bring: Education & Experience: * Bachelor's degree in Business, Organizational Development, Human Resources, or a related field. Master's degree is a plus. * Proven experience (7+ years) in leading change management efforts in Asset Management undergoing significant transformation or organizational change. * Experience with project management methodologies and change management frameworks. Skills & Competencies: * Strong leadership and interpersonal skills with the ability to influence and build relationships at all organizational levels. * Excellent communication skills, both written and verbal, with the ability to tailor messages to different audiences. * Deep understanding of organizational behavior and cultural transformation strategies. * Problem-solving and decision-making abilities, with a focus on practical solutions and results. * Ability to manage multiple projects and priorities in a fast-paced, dynamic environment. Key Attributes: * Visionary thinker with a strategic mindset, capable of leading complex transformation efforts. * Empathetic and approachable, with a keen ability to listen to concerns and manage resistance to change. * Resilient and adaptable, able to thrive in ambiguous or challenging situations. * Collaborative, team-oriented, and able to foster a sense of community and shared purpose. Pay Transparency Salary Range: $225,000 - $275,000 Overtime eligible: Exempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 93073
    $84k-122k yearly est. 29d ago
  • Document Processor / Compliance Analyst

    BCS Financial 4.2company rating

    Remote job

    Document Processor / Compliance Analyst (Full-Time - NJ) Business Credentialing Services, Inc. (BCS) is a fast-growing technology company in the insurance and risk management industries. We are growing our Operations department and are looking to hire a Document Processor to assist with data entry and customer support. Today, we have more than 70 employees and two office locations in Parsippany, NJ and Provo, UT. Our compliance and risk management platform helps companies reduce their risk exposure by systematically verifying Vendors/Suppliers they do business with. Blending professional services with web-based applications, BCS continues to maintain its foothold as one of the industry leaders. Job Type: Full-time Employee Pay: $19.50 per hour Responsibilities: Perform data entry tasks, including inputting and updating information in databases. Review incoming documentation to verify pertinent information for our clients. Send emails and make phone calls to provide feedback on the documents received. Assist with administrative tasks as needed. Attend team meetings/phone calls. Requirements: Strong data entry skills with a high level of accuracy and attention to detail. Strong written and verbal communication skills. Excellent organizational and time management skills. Ability to perform data entry tasks within our software platform quickly and accurately. Intermediate computer literacy is required. Bachelor's Degree required in any field. Employee Benefits and Additional Information: Starting Pay Rate: $19.50 per hour. Required to report to the office in Parsippany, NJ Monday - Friday. When an employee reaches six months of employment, they can work remotely one day per week. When an employee reaches three years of service, they can work remotely two days per week. Semi-Annual Pay Increases - Employee can earn up to a 2.5% pay rate increase every six months based on performance. Healthcare Benefits (Medical, Vision, Dental) are available for employees on their first day of employment. 401(k) / Retirement Benefits - An employee is eligible to participate in the BCS 401(k) program with company matching on their three-month anniversary. Paid Federal Holidays and Paid Time Off.
    $19.5 hourly Auto-Apply 44d ago

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