Reporting to the Solutions Manager, the Assistant Solutions Manager oversees the day-to-day operations of the assigned location to ensure exceptional support to Credit Union members and prospective members within the branch and its community.
The Assistant Solutions Manager will model, coach, and motivate the branch team to proactively explore needs and build member relationships by facilitating platform transactions, such as deposit account opening, loan origination and closing, account maintenance and activation of digital banking services, in line with IC's member service standards.
As a leader within the branch banking team, this role assists the Solutions Manager in all aspects of branch operations, member experience, team member coaching/development and assumes responsibility for the branch in the Solution Manager's absence.
ESSENTIAL JOB FUNCTIONS
Facilitates personal and business account opening and assists members with support and maintenance on existing account relationships, with a focus on delivering exceptional member service.
Maintains updated knowledge regarding the Credit Union's products/services and proactively recommends appropriate solutions based on member needs. Supports strategic focus of growing membership base by acquiring new members and solidifying existing member relationships.
Originates applications for consumer loans, home equity loans/lines and residential mortgages. Interviews applicants and completes/closes loan applications in accordance with regulatory guidelines and Credit Union procedures. Maintains registered NMLS number.
Demonstrates and engages members with IC's digital banking tools, such as online and mobile banking, digital wallet enrollments and other ancillary digital solutions (e.g., bill pay, e-statements, card controls, P2P tools, etc.). Promote usage and adoption of self-service channels; highlighting convenience and benefits of omni-channel member experience.
Oversees all aspects of branch operations to ensure positive, consistent, and welcoming member experience. This includes responsibility for overall branch facility maintenance, cleanliness and upholding of IC's brand standards.
Performs all duties in accordance with prescribed regulatory compliance guidelines and Credit Union policies and procedures. Uses established protocols and controls to ensure security and privacy is always maintained.
Supports the advancement and development of branch team members by coaching, reviewing, and providing on the job training. Takes ownership of individual professional development by participating in internal/external trainings and leadership programs.
Serves as an enthusiastic champion of all things brand and corporate culture. Models and supports the delivery of IC's Mission, Vision, and Core Values, with a focus on team member engagement and member experience. Represents the Credit Union in the communities it serves by participating in civic/community organizations in line with evolving market and community engagement strategies.
OTHER DUTIES
Please note this is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
JOB COMPETENCIES
Employee Management : Defines responsibilities, motivates employees, delegates well, rewards appropriately.
Teamwork : Accountable to team, works to meet established deliverables, appreciates view of team members, respectful.
Sales Leadership : Ability to effectively take a leadership role in sales functions and/or to lead others in achieving stated duties and goals.
Job Knowledge : Understands facets of job, aware of duties and responsibilities, keeps job knowledge current.
Communication : Communicates well (written and verbal), delivers presentations, has good listening skills.
Service : The degree to which service is demonstrated in the day-to-day business environment. The level of support for co-workers as well as outside members, clients, etc.
EDUCATION/EXPERIENCE REQUIREMENTS (Education, Work Experience, Industry Knowledge)
High School Education or GED. Two-year (2) college degree, or completion of a certification, training, or specialized banking coursework.
Three years to five years retail experience in a credit union, bank, or sales environment; with increasing levels of responsibility. Supervisor or management experience required.
Strong organizational, member service, problem solving and communication skills.
Active and current NMLS registration (Nationwide Multistate Licensing System) preferred in accordance with SAFE Act guidelines.
Basic computer and technology skills. Must be adept in use of Excel, Word, PowerPoint, and core banking applications.
Ability to effectively interact with and support the financial needs of members and prospective members, with a focus on delivering exceptional member-first experience.
LEADERSHIP RESPONSIBILITIES
The Assistant Solutions Manager role assists the Solutions Manager in all aspects of branch operations, member experience, team member coaching/development and assumes responsibility for the branch in the Solution Manager's absence.
PHYSICAL DEMANDS
Physical requirements include, but are not limited to, general office environment, ability to move floor-to-floor, ability to travel from branch to branch, and ability to work unusual hours as needed including early mornings, evenings, and weekends. Work in both traditional and open concept environments.
REQUIRED COMPLIANCE TRAINING
Satisfactorily completes all required compliance training and complies with all regulations, which apply within the scope of the position, including but not limited to the Bank Secrecy Act (BSA) and all regulations that fall within the BSA.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$91k-119k yearly est. Auto-Apply 44d ago
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Mortgage Risk Analyst I, Full-Time, Hybrid MA
Digital Federal Credit Union 4.6
Remote or Marlborough, MA job
Job Category: Mortgages
Apply now
Posted : December 5, 2025
Full-Time
Hybrid
Marlborough, MA 01752, USA
Description
Schedule
Monday through Friday 8a-5p
What You'll Do
Summary/Objective:
The Mortgage Risk Analyst I is responsible for performing regulatory compliance tests and analysis of mortgage loans and home equity loans/lines.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Support the Mortgage Department to develop and maintain an optimized and efficient regulatory program for mortgage loans and home equity loans/lines.
Perform ad hoc quality assurance testing to ensure internal policies and procedures are adhered to within the mortgage lending process.
Track and report the results of testing, providing both technical and functional suggestions to enhance the member experience through the lending process and create efficiencies for mortgage lending personnel.
Work with the Mortgage Risk and Compliance Departments to revise and implement existing and future regulatory needs throughout the mortgage lending and servicing areas.
Work with Mortgage Department leadership on internal and external audit examinations, assisting in the resolution of any outstanding issues.
Responsible for maintaining a mortgage lending compliance program in various areas, such as Fair Lending, HMDA, and TRID.
Assist in the design and implementation of projects and activities to further the growth of mortgage lending at DCU.
Work with Mortgage Risk leadership to develop the Mortgage Department's annual compliance testing plan.
Develop Key Risk Indicators (KRIs) for early warning signs of compliance concerns.
Monitor various indicators of risk - KRIs, QC results, compliance testing results, complaints, risk assessment results, etc., to identify weaknesses and assist in remediating.
Review new products/services for potential compliance concerns; prepare risk assessments.
Maintain knowledge of, and adhere to, the Credit Union's internal compliance policies and procedures.
Provide innovative, detailed, and practical solutions to an extensive range of demanding and complicated problems.
Make recommendations for changes to procedures and documentation.
Create and maintain gap analysis detail reporting.
Manage large data sets, troubleshoot, and develop efficient processes for collecting and aggregating data.
Communicate effectively with team members and Mortgage Department leadership.
Identify issues and elevate as needed.
Perform other job-related duties as assigned.
What You'll Need
Education and Experience Requirements:
5-7 years of leadership and related mortgage lending experience
BA/BS Degree
Knowledge of State and Federal compliance regulations
Knowledge of Secondary Market guidelines
Additional Eligibility Requirements:
Professional Written and Verbal Communication skills
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 $30.00 - $33.70
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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$30-33.7 hourly 2d ago
Mortgage Risk & Compliance Analyst I
Digital Federal Credit Union 4.6
Marlborough, MA job
A leading credit union is seeking a Mortgage Risk Analyst I based in Marlborough, MA. This full-time, hybrid role involves ensuring regulatory compliance for mortgage loans and home equity lines. Candidates should have 5-7 years of experience in mortgage lending and a BA/BS Degree. The position focuses on tracking quality assurance testing results, working with compliance departments, and managing large data sets. We value diversity and provide a supportive work environment.
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$64k-75k yearly est. 2d ago
Business Intelligence Analyst
Workers Federal Credit Union 3.8
Remote or Littleton, MA job
Job Title: Business Intelligence Analyst
Department: Information Technology
Department Location: Littleton, MA
Reports To: Director, Data Analytics
Career Stream: Individual Contributor
Classification: Hybrid/On-site with local travel (Must be able to travel locally on site to be considered)
Exemption: Exempt
Pay Grade: 11
Pay Grade Range: $73,514.08 - $91,892.65
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
FUNCTION:
The Business Intelligence Analyst plays a critical role in enabling data-driven decision-making across the organization. This role is responsible for designing, developing, and delivering actionable insights through modern analytics platforms, primarily Power BI. The analyst partners closely with business leaders to understand strategic objectives, translate them into analytical solutions, and foster a culture of data-informed decision-making.
This position supports Workers Credit Union's transformation toward a federated, proactive analytics model by delivering high-impact visualizations, ensuring data integrity, and contributing to the development of scalable, self-service analytics capabilities.
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
Insight Development & Visualization:
Collaborate with business stakeholders to understand strategic goals and translate them into analytical requirements.
Design and build intuitive, interactive dashboards and reports using Power BI.
Identify trends, patterns, and opportunities that drive business performance and strategic alignment.
Promote and track meaningful KPIs across departments.
Stakeholder Engagement & Enablement
Serve as a trusted analytics partner to business units, helping them interpret data and apply insights across a portfolio managed by the Analyst.
Support the development of self-service analytics capabilities and data literacy across the organization.
Provide consultative guidance on data usage, visualization best practices, and performance measurement.
Data Quality & Governance
Ensure accuracy, consistency, and reliability of data used in reporting and analysis.
Collaborate with data engineering and governance teams to resolve data quality issues and improve data pipelines.
Maintain documentation and metadata for reports, dashboards, and data sources.
Project Execution & Continuous Improvement
Lead or support analytics projects from requirements gathering through deployment and support.
Continuously improve reporting assets based on user feedback and evolving business needs.
Contribute to the development of analytics standards and governance frameworks.
Innovation & AI Enablement
Workers Credit Union is actively investing in AI and Generative AI to transform how data is used across the organization. The Business Intelligence Analyst will contribute to this effort by:
Exploring opportunities to integrate GenAI into reporting and dashboarding workflows, using tools such as CoPilot & Azure OpenAI.
Partnering with data engineering and business teams to identify use cases for AI-driven insights.
Supporting the development of scalable, AI-enhanced analytics solutions that improve decision-making and member experience
Other Duties:
Performs additional duties or responsibilities as required, requested, or deemed appropriate.
May be asked to provide coverage in other WCU departments, functions, or business units as needed.
Complies with all WCU policies and procedures.
Contributes to departmental and organizational projects and initiatives as assigned.
Maintains the confidentiality of all member and credit union information at all times.
Education
Bachelor's degree in Data Analytics, Information Systems, Business Intelligence, or related field.
Experience
3+ years of experience in analytics, business intelligence, or data visualization.
Proven experience with Power BI (Tableau experience a plus).
Experience working directly with business stakeholders to deliver insights.
Skills & Competencies
Strong analytical thinking and problem-solving skills.
Strong Business Acumen, Establishing Business Requirement Definitions, working with cross-functional stakeholders.
Excellent communication and storytelling abilities using data.
Proficiency in data modeling, DAX, SQL, and visualization design.
Familiarity with data governance, MDM, and data dictionaries.
Ability to work independently and collaboratively in a hybrid environment.
Work Environment:
This job operates in a professional office environment
Hybrid Work Environment: This position offers a hybrid work environment, combining remote work with regular on-site days at the Littleton Headquarters. This work environment is subject to change based on business needs.
Physical Demands:
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.
This is a largely sedentary role.
While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms.
This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines.
Ability to travel to other work locations as required.
About Workers Credit Union: Since 1914, Workers Credit Union has existed to
Improve the Daily Lives of our Members
. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
Benefits:
Comprehensive medical, dental and vision plans
Basic life and AD&D insurance, short-term disability and long-term disability
15+ days of paid time off (PTO) per year
Up to 16 hours of volunteer time off (VTO) per year
11+ paid holidays
401(k) that includes a Safe Harbor Match of up to 4%.
Tuition Reimbursement Program
Mental health resources including an Employee Assistance Program (EAP)
Individualized learning and development programs
EEO Statement:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
$73.5k-91.9k yearly Auto-Apply 60d+ ago
Senior Mortgage Processor
Workers Credit Union 3.8
Remote or Littleton, MA job
Job Title: Senior Mortgage Processor Department: Mortgage Lending Department Location: Littleton, MA Reports to: Senior Director, Mortgage Productions Career Stream: Individual Contributor Classification: Hybrid Exemption: Non-Exempt Pay Grade: 9 Pay Grade Range: $27.51 - $34.39
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
FUNCTION: Responsible for performing a variety of tasks to ensure that mortgage and home equity loan applications are processed accurately and efficiently. Ensures all files are complete and compliant with Workers Credit Union policies, investor requirements, mortgage insurance standards, and applicable government loan regulations.
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
* For Both Mortgage Processor and Senior Mortgage Processor:
* Prepare and review initial disclosure packages, including Loan Estimates, ensuring accurate loan setup and compliance with loan program guidelines.
* Deliver disclosure packages to members via eSign or mail, based on their communication preferences.
* Order and track required third-party reports such as appraisals, title, flood certifications, tax transcripts, and employment verifications.
* Review borrower documentation for completeness and alignment with AUS findings; request and collect any outstanding items.
* Process home equity applications from approval to closing, including communication with members, delivering required documents, and clearing pre-closing conditions.
* Monitor and review title and property condition reports, escalating any issues to underwriting as needed.
* Ensure timely submission of loan files to underwriting; update the LOS with verified information and clear conditions as received.
* Manage government loan files, including coordination with lenders, tracking conditions, and providing updates to borrowers, MLOs, and agents.
* Track key milestones such as underwriting timelines, financing contingencies, closing dates, and rate lock expirations; communicate proactively with MLOs.
* Prepare and issue revised Loan Estimates in compliance with TRID for any changes in circumstance.
* Communicate approvals to all relevant parties and conduct pre-funding audits, including verbal employment verifications.
* Support the closing process and ensure confidentiality of all borrowers and loan information.
* Uphold the Workers Credit Union "Workers Way" culture through daily interactions and behaviors.
* Perform other duties as assigned to support departmental and organizational goals.
* Additional Responsibilities for Senior Mortgage Processor:
* Serve as a subject matter expert and resource for junior processors, providing guidance on complex loan scenarios, regulatory compliance, and internal procedures.
* Support the training and onboarding of new team members and temporary staff in collaboration with processing leadership.
* Take ownership of high-volume or high-complexity pipelines, including jumbo loans, construction loans, and government-backed programs.
* Lead or participate in departmental initiatives aimed at improving processing efficiency, compliance, and member experience.
* Support the implementation of policy updates, system enhancements, and procedural changes in coordination with mortgage processing leadership
Other Duties:
* May be asked to provide coverage in other WCU branches or departments.
* Adhere to all WCU policies and procedures which include security compliance and following guidelines intended to limit risk exposure to fraud and losses.
* Participates in department and/or organizational projects as directed.
* Performs other tasks or functions as required, requested, necessary or prudent.
* Maintains confidentiality of all member and credit union information and data.
* Regularly demonstrates behaviors as defined by the credit union's Fundamentals, which are part of the Workers Way culture program
Education
* High School Diploma or Equivalent Required.
Experience:
* 2-4 years of experience managing both first mortgage and home equity loan files from initial disclosure through closing. Skilled in reviewing and validating borrower documentation, ordering third-party reports, reviewing underwriting conditions, and ensuring compliance with TRID and investor guidelines. Proficient in using loan origination systems (LOS), coordinating with internal teams and external partners, and maintaining clear communication with borrowers to ensure timely and accurate closings. Known for attention to detail, efficiency in pipeline management, and delivering exceptional service while upholding confidentiality and organizational values.
* Additional Qualifications for Senior Mortgage Processor:
* 4-7 years of experience. Demonstrated ability to handle complex loan scenarios, including jumbo, construction, and government-backed loans. Experienced in mentoring junior processors, resolving escalated issues, and serving as a subject matter expert within the team. Proven track record of leading process improvements, maintaining high pipeline efficiency, and delivering exceptional service. Recognized for attention to detail, leadership, and commitment to confidentiality and organizational values.
Knowledge/Skills/Abilities/Competencies:
* A successful Processor possesses strong knowledge of mortgage products, regulatory guidelines (including TRID, RESPA, and HMDA), and loan processing procedures. Proficiency with loan origination systems, AUS platforms, and document management tools is essential. Key skills include attention to detail, strong organization, effective communication, and the ability to manage multiple files and deadlines simultaneously. The role requires a customer-focused approach, confidentiality, adaptability, and collaboration with internal teams and external partners to ensure efficient, compliant loan processing and exceptional member service.
Work Environment:
* Hybrid Work Environment: This position offers a hybrid work environment, combining remote work with regular on-site days at the Littleton Headquarters. This work environment is subject to change based on business needs.
Physical Demands:
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.
* This is a largely sedentary role.
* While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms.
* This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines.
About Workers Credit Union: Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
Benefits:
* Comprehensive medical, dental and vision plans
* Basic life and AD&D insurance, short-term disability and long-term disability
* 15+ days of paid time off (PTO) per year
* Up to 16 hours of volunteer time off (VTO) per year
* 11+ paid holidays
* 401(k) that includes a Safe Harbor Match of up to 4%.
* Tuition Reimbursement Program
* Mental health resources including an Employee Assistance Program (EAP)
* Individualized learning and development programs
EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
$36k-41k yearly est. 35d ago
Branch Manager II
Workers Federal Credit Union 3.8
Fitchburg, MA job
Job Title: Branch Manager II
Department: Fitchburg Branch
Department Location: Fitchburg, MA
Reports to: Director, Retail Branches and Market Growth
Career Stream: People Leader
Classification: On-site
Pay Grade: 12E
Pay Grade Range: $83,448.89 - $104,311.22
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
Location:
Fitchburg, MA
(On-site)
This position will be based out of our Fitchburg Branch and floating to other close-by branches as needed.
Fitchburg Branch Hours: Monday - Friday: 9:00 AM - 5:00 PM; Saturday: 9:00 AM - 1:00 PM.
Candidates will be required to work a flexible schedule based on branch operational needs.
Position Summary: The Branch Manager's primary responsibilities are to effectively manage both branch operations and to lead their team in sales performance and service excellence.
General Responsibilities:
Member Sales, Service, and Education:
Provide exceptional member service by addressing and resolving inquiries, issues, and complaints promptly.
Maintain expert knowledge of all credit union deposit products, loan products, and electronic delivery channels.
Ensure a positive member experience through lobby leadership, member needs assessment, and relationship building.
Drive sales through service by developing a positive member experience and focusing on solutions that meet members' needs.
Open and service all types of WCU deposit and loan accounts.
Encourage and assist members in resolving financial challenges and achieving goals.
Branch Growth:
Direct all sales activities to achieve branch goals in product sales, loan and deposit growth, and referrals.
Develop and implement strategies to attract new members and deepen relationships with existing members.
Participate in community events and networking activities to promote the credit union and build relationships.
Support and participate in external business development.
Identify and refer members to internal business partners for small business, investments, mortgages, consumer, and insurance services.
Tracking and Reporting Metrics:
Monitor and analyze branch performance metrics, including sales, service quality, and operational efficiency.
Prepare and present regular performance reports to Management.
Use data and metrics to identify areas for improvement and implement corrective actions as needed.
Leadership:
Motivate and lead the branch team to achieve growth, member satisfaction, and operational efficiency targets.
Lead by example through accountability, reward, and recognition to drive outstanding performance.
Recruit, train, and manage staff, ensuring they have the necessary skills and knowledge.
Conduct regular performance evaluations and provide constructive feedback.
Foster a positive, collaborative work environment, promoting teamwork and employee engagement.
Coach and develop team, provide opportunities for growth and delegate stretch assignments.
Branch Operations:
Oversee branch performance in member satisfaction, operations, scheduling, and branch opening/closing.
Ensure accuracy and security in cash handling, transaction processing, and end of day balancing.
Maintain comprehensive knowledge of WCU products, services, fees, and competitor offerings.
Accurately process all transactions such as deposits, withdrawals, loan payments and check cashing, etc. as well as assist with end of day balancing.
Originate consumer loan applications, such as auto, personal, debt consolidation, etc.
Other Duties:
May be asked to provide coverage in other WCU branches or departments.
Adhere to all WCU policies and procedures.
Participates in department and/or organizational projects as directed.
Performs other tasks or functions as required, requested, necessary or prudent.
Maintains confidentiality of all member and credit union information and data.
Regularly demonstrates behaviors as defined by the credit union's Fundamentals, which are part of the Workers Way culture program.
Qualifications:
Experience Level:
Typically, 1-3 years of branch management externally, or as an Assistant Branch Manager internally.
Competencies:
Foundation in Leadership: Focuses on mastering the fundamentals of leadership and branch management, including understanding team dynamics, developing and coaching employees, and ensuring excellent member service.
Operational Familiarity: Increased knowledge of branch operations, compliance, and procedures, with an emphasis on honing problem-solving skills and critical thinking.
Introductory Financial Oversight: Begins to learn financial management basics, such as budget adherence and forecasting, and performance tracking, with coaching from leadership.
About Workers Credit Union: Since 1914, Workers Credit Union has existed to
Improve the Daily Lives of our Members
. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
Benefits:
Comprehensive medical, dental and vision plans
Basic life and AD&D insurance, short-term disability and long-term disability
15+ days of paid time off (PTO) per year
Up to 16 hours of volunteer time off (VTO) per year
11+ paid holidays
401(k) that includes a Safe Harbor Match of up to 4%.
Tuition Reimbursement Program
Mental health resources including an Employee Assistance Program (EAP)
Individualized learning and development programs
EEO Statement:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
$83.4k-104.3k yearly Auto-Apply 11d ago
Branch Team Leader, Framingham, MA, Full-Time, Onsite
Digital Federal Credit Union 4.6
Framingham, MA job
Schedule Mon - Fri 8:30 - 5:30, alt. Thurs/Fridays 10:30-7:30, alt Saturdays 8:30 - 3:30 (40 hours) What You'll Do Summary/Objective: As part of the Branch Management Team, this position supports and contributes to the DCU's Success Sharing goals and initiatives by creating a positive sales and service culture within the branch through effectively leading the teller staff and helping our members achieve their financial goals. Effectively manage branch operations and service levels.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Supervision of the teller line staff. This includes coaching, developing , career growth, hiring, disciplining, writing and delivering periodic and annual evaluations. Provide Supervisory branch coverage on alternating Saturdays and as needed. Be fully trained and proficient with security procedures, including handling robbery and member complaints.
* Manage all aspects of staff performance. Provide training, timely review of performance progress and maintain performance documentation for Tellers. Coach staff to minimize errors and violations of policy and procedures. Assure that performance evaluations and monthly meetings with staff (Tellers and Teller Specialists) are completed on time.
* Support Success Sharing by coaching the tellers to achieve their individual sales referral goals and educate members with self-service options.
* Oversee daily operations of the teller line including adherence to policies and procedures. Provide guidance and assistance to tellers, and approve system supervisor overrides. Assume responsibility for branch cash, negotiable items, nightly branch balancing, including ATM Custodian when required and securing confidential information.
* Respond to all member complaints and concerns in a timely manner.
* Perform Teller duties as needed. Accurately process all routine transactions such as deposits, withdrawals, loan payments and check cashing. Complete member requests for money orders, treasurer's checks, stop payments, bonds, gift cards, check orders and account file maintenance. Balance vault, coin machine and daily work with minimal errors and in a timely manner while maintaining a cash variance record within guidelines.
* Perform MSR duties, which include having knowledge of all DCU products and services. Utilize established guidelines to obtain Lending Authority, process loan requests, confirm all conditions have been met and verify the integrity of the documents prior to conducting loan closings. Obtain Mortgage Loan Originator (MLO) authority through the nationwide mortgage licensing system (NMLS) and originate mortgages, as well as obtain Notary Public certification.
* Support the auditing of all membership applications, account maintenance forms, new account applications and completed loan files.
* Provide coverage in other DCU areas such as other branches, Information Center, or support departments.
* Manage operations when covering a branch by assuring compliance with policies and procedures and security. Promptly resolve Information Services and maintenance issues as they occur.
* Recognize work processes that can be streamlined to reduce cost or save time and encourage staff to offer their suggestions. Continuously identify and submit efficiency and process improvement ideas.
* Perform other job-related duties as assigned.
What You'll Need
* High School Diploma or equivalent
* Prior cash handling experience
* Verbal and written communication skills
* Technical skills (Windows, Microsoft Office)
* Previous customer service experience preferred
* Ability to obtain NMLS Certification
* Bilingual skills a plus
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
$26.60 - $30.00 / hour
#INDMI
Schedule Mon - Fri: 8 AM - 5 PM (40 Hours) What You'll Do Summary/Objective: Provide internal and external members with a high level of support in a friendly, efficient, and timely manner. Support Deposit Services and DCU to achieve Success Sharing goals and process all work within established service level guidelines. Actively support the Deposit Services Document Management Team and all initiatives developed to further support DCU's goals.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Actively contributes to DCU's Success Sharing initiatives and practices. DCU's principles of People Come First, Do the Right Thing, Make a Difference
* Assist in the management of daily schedules, workflow and phone coverage related to their specific team
* Provide training to new hires/cross-training to existing members of the team for all job responsibilities within their team
* Remain proficient in every aspect of their team's job processes and be able to quickly adapt to any role assigned based on team needs
* Assist in the management of projects, upgrades and enhancements relating to Core/Host system as well as any other system relating to their team
* Support Front Line Staff, Branch Staff, internal staff in other departments and DCU members by providing exceptional service via phone coverage, accurately completing assigned tasks within service expectations and education on products and services
* Process daily operations and functions that pertain to Remote Deposit Capture, Share Draft processing, adjustments, member affidavits, and Fed Returns
* Exceed goals set regarding service levels and call monitoring
* Adhere to work schedule expectations
* Assist in the preparation for Risk Assessments, internal audits, monthly operational reports and Disaster Recovery procedures
* Understand and support DCU's Success Sharing program by achieving or exceeding all assigned goals, analyzing work processes and contributing suggestions on alternative methods to improve member service efficiencies
* Adhere to DCU's policies and procedures as well as applicable Federal Regulations
* Assist with the handling of escalated member calls/ concerns
* Prepare/ write team procedures
* Train and assist staff as needed
* Perform other job-related duties as assigned by Managers(s)
What You'll Need
* Minimum of two years' work experience, financial institution preferred
* Excellent PC Skills required, including MS Word and Excel
* Prior Customer Service experience preferred
* Must be in the current position for at least 18 months
* Must have a minimum of a "Good" on the most recent performance evaluation
* Excellent verbal and written communication skills
* Ability to effectively handle multiple priorities
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
$23.70 - $26.60 / hour
#INDLW
$23.7-26.6 hourly 10d ago
Card Services Team Member I, Chelmsford, MA, Full-Time, Hybrid
Digital Federal Credit Union 4.6
Remote or Chelmsford, MA job
Schedule M-F, 8am-5pm (40 hours) What You'll Do Summary/Objective: Process work pertaining to Card Services Department job responsibilities and assist members and front-line staff with questions pertaining to those processes. Assist the Card Services Department with achieving key performance goals and service level standards. Cross train on a variety of Card Services processes to further support the overall goals of the department and DCU.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Actively contributes to DCU's Success Sharing initiatives and practices DCU's principles of People Come First; Do the Right Thing; Make a Difference
* Maintains a high level of professionalism and respect during interactions with both members and colleagues alike
* Maintains a working knowledge of and adheres to DCU policies and procedures related to the position as well as all applicable regulations
* Performs work functions with attention to detail, within established timeframes and follows through as needed to complete tasks
* Meets or exceeds performance goals, including but not limited to, service level achievement, timeliness of tasks, quality of work, service quality and others as assigned
* Provide phone coverage to assist the Information Center, Branches, various departments, and members.
* Process daily work within service level, to include but not limited to:
* Dispute Service requests
* Maintain Travelers Files
* Plastics Re-Issue Service requests/reports
* GL Reconciliation
* Complete training courses within established guidelines.
* Identify potential gaps in process, systems and training to share ideas for improvement
* Perform other job-related duties as assigned by Manager(s)
What You'll Need
* 6 months or more related experience, financial institutions preferred
* Prior customer service experience
* Strong PC skills
* Prior experience working with Fraud disputes or the equivalent in a related field
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
$20.50 - $22.60 / hour
#INDMI
$20.5-22.6 hourly 46d ago
Marketing Specialist
Workers Credit Union 3.8
Littleton, MA job
* This role is reserved exclusively for current employees of Workers Federal Credit Union (WCU). External candidates will not be considered at this time. Job Title: Marketing Specialist Department: Marketing Department Department Location: Littleton, MA
Reports to: Senior Director, Brand & Marketing Operations
Career Stream: Individual Contributor
Classification: Hybrid
Onsite Frequency: Works on-site at HQ more than 10 days per month with assigned workspace
Pay Grade: 10
FLSA Status: Exempt
Pay Grade Range: $64,825.91 - $81,032.39
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
FUNCTION:
* Develop and deliver marketing content across digital and traditional channels to drive member growth and engagement.
* Create content for our owned and paid channels to help drive conversions.
* Work with data and insights team to optimize campaign performance and customize content for targeted segments.
* Collaborate with internal teams and external partners.
* Manage multiple projects in a fast-paced environment while maintaining brand standards.
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
Brand & Creative
* Design on-brand graphics and marketing material for digital and traditional channels, including ads, social media, email, in-branch TV displays, and print.
* With direction, produce iterations of campaign assets for diverse audiences and segments.
* Contribute to creative brainstorming and concept development.
* Ensure consistent application of brand standards across all platforms.
Marketing & Social Media
* Execute content strategies aligned with marketing strategies, calendars, and credit union goals.
* Assist with social media community management and content creation to support growth in following and engagement.
* Design marketing emails, members communications, and content for automated journeys to drive conversions.
* Partner with data and insights team to deliver targeted messaging.
* Maintain content for digital channels such as online banking, push notifications, and SMS.
* Assist with web content and blogs to enhance SEO, AI SEO, member education and conversions.
* Partner with member-facing teams and business lines to create impactful marketing materials.
* Assist with local marketing initiatives, including Worcester Red Sox sponsorship, as needed.
Other Duties
* Comply with all WCU policies and security guidelines.
* Participate in departmental and organizational projects as assigned.
* Maintain confidentiality of member and credit union information.
Education:
Bachelor's degree in Marketing, Communications, Graphic Design or related field.
Experience:
1-4 years of marketing experience, preferably related to graphic design, social media, or email marketing.
Knowledge/Skills/Abilities/Competencies:
* Basic proficiency in Adobe Creative Suite (Photoshop, Illustrator, InDesign, Express) and Canva
* Familiarity with social media platforms, social media management tools, and community management.
* Basic proficiency with email marketing or marketing automation tools
* Experience with any HTML design and CMS platforms is a plus.
* Meticulous attention to detail and an eye for consistency.
* Writing and editing skills and experience.
* Strong interpersonal skills; a positive team player who is enthusiastic and proactive.
Work Environment: This position offers a hybrid work environment with on-site days at the Littleton headquarters. This work environment is subject to change based on business needs.
Physical Demands: 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.
* This is a largely sedentary role.
* While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms.
* This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines.
* Ability to travel to other work locations as required.
NOTE: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
AMERICANS WITH DISABILITIES ACT: Workers Credit Union complies with all aspects of the Americans with Disabilities Act (ADA) and state disability laws. This means we will not discriminate against qualified individuals with a disability in any phase of the employment relationship including application for employment, hiring, promotions and/or advancement opportunities, termination, compensation, training and any other conditions or privileges of employment.
About Workers Credit Union: Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
Benefits:
* Comprehensive medical, dental and vision plans
* Basic life and AD&D insurance, short-term disability and long-term disability
* 15+ days of paid time off (PTO) per year
* Up to 16 hours of volunteer time off (VTO) per year
* 11+ paid holidays
* 401(k) that includes a Safe Harbor Match of up to 4%.
* Tuition Reimbursement Program
* Mental health resources including an Employee Assistance Program (EAP)
* Individualized learning and development programs
EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
$64.8k-81k yearly 10d ago
Teller, Andover, MA, Full-Time, Onsite
Digital Federal Credit Union 4.6
Andover, MA job
Schedule Mon - Fri 8:30 - 5:30, alt. Thurs/Fridays 10:30-7:30, alt Saturdays 8:30 - 3:30 (40 hours) What You'll Do Summary/Objective: Contribute to DCU's Success Sharing and business goals by identifying members' needs, accurately processing members' transactions, providing service excellence, and helping members achieve their financial goals.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Accurately process all teller transactions such as deposits, withdrawals, loan payments and check cashing, as well as assist with end of day balancing.
* Perform Teller duties as needed. Accurately process all transactions such as deposits, withdrawals, loan payments and check cashing. Complete member requests for money orders, treasurer's checks, stop payments, bonds, gift cards, check orders, account file maintenance and create and issue plastic cards. Balance coin machine and daily work with minimal errors and in a timely manner while maintaining a cash variance record within guidelines.
* Understand and explain all DCU products and services and complete member requests.
* Achieve individual referral goals by identifying the financial needs of new and existing members by building strong business relationships, educating and cross selling appropriate products and services and advising members of self-service options.
* Adhere to all DCU policies and procedures, which include security compliance and following guidelines intended to limit risk exposure to fraud and losses.
* May be asked to provide coverage in other DCU areas such as other branches, Information Center, or support departments.
* Continuously identify and submit efficiency and process improvement ideas.
* Perform other job-related duties as assigned.
What You'll Need
* High School Diploma or equivalent
* Prior cash handling experience
* Previous customer service experience preferred.
* Excellent verbal communication skills
* Consistent attention to detail
* Strong technical skills (Word, Excel, Email)
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
$20.00
$20 hourly 10d ago
Document Management Team Member I, Marlborough, MA, Part-Time, On-Site
Digital Federal Credit Union 4.6
Marlborough, MA job
Schedule Mon-Fri: 11:00 am - 3:00 pm (20 hours) What You'll Do Summary/Objective: Process work pertaining to the Document Management job responsibilities and assist members and front- line staff with questions pertaining to those processes. Assist Document Management team with achieving key performance goals and service level standards. Cross train on a variety of Deposit Services processes to further support the overall goals of the department and DCU.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Actively contributes to DCU's Success Sharing initiatives and practices DCU's principles of People Come First; Do the Right Thing; Make a Difference
* Maintains a high level of professionalism and respect during interactions with both members and colleagues alike
* Maintains a working knowledge of and adheres to DCU policies and procedures related to the position as well as all applicable regulations
* Performs work functions with attention to detail, within established timeframes and follows through as needed to complete tasks
* Meets or exceeds performance goals, including but not limited to, service level achievement, timeliness of tasks, quality of work, service quality and others as assigned
* Provide phone coverage to assist the Information Center, Branches, various departments, and members. Answer incoming calls to the Document Management hunt line
* Process daily work within service level
* Document Copy, Letter Request and Contact Information File Maintenance Service Requests
* Complete member Request to Close Service Requests
* Answering member requests/ emails
* Iron Mountain Scanning
* Iron Mountain Record Retention
* Scanning documents for archival
* Verification of Deposit
* Demand/Original Statements
* Check/Deposit Copies
* Process daily reports regarding updating of member file maintenance
* Address Changes
* Department E-fax Distribution
* Sort and Distribute Department Mail
* Department Supply Ordering
* Establish and maintain an effective and positive working relationship with coworkers, supervisors, and members.
* Complete training courses within established guidelines.
* Adhere to DCU's policies and procedures. Lead by example and always conduct yourself in a professional manner.
* Perform other job-related duties as assigned by Manager(s).
What You'll Need
* Six months to one-year related experience, financial institutions preferred
* Prior customer service experience
* Basic PC skills
* Must be rated at least a Good
* Must have no performance issues.
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
$20.50 - $22.60 / hour
Schedule Monday-Friday 8-5 (40 hours) Hybrid 5 days/month in-office What You'll Do Summary/Objective: The Senior Pega Engineer/Developer will be responsible for designing, developing, testing, and maintaining Pega-based applications and solutions. The role involves working closely with cross-functional teams to deliver high-quality software that meets business needs. The ideal candidate will have a strong background in Pega development, deployment automation, test automation, and general SDLC and DevOps practices.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
* Design, develop, and test features and functionality for new and existing applications or solutions as part of an Agile Scrum team.
* Build and configure applications and business processes using the Pega Platform, ensuring alignment with business requirements and performance standards.
* Communicate effectively with business stakeholders to gather requirements, provide updates, and ensure that development work aligns with business goals.
* Collaborate closely with cross-functional teams, including business analysts, QA, DevOps, and operations teams, to deliver high-quality solutions.
* Ensure Pega solutions are configured according to best practices, with a focus on scalability, maintainability, and performance.
* Conduct peer reviews of configurations and contribute to the development of best practices and standards.
* Become a subject matter expert on one or more areas of functionality within the Pega environment, providing guidance and mentorship to junior team members.
* Stay current with Pega technology updates, industry trends, and best practices, and advocate for their adoption.
* Accurately document configurations, rules, and any changes made within the Pega environment, ensuring that documentation is kept up-to-date and accessible.
* Provide regular development updates and status reports to teams and stakeholders, highlighting risks, issues, and progress.
* Perform unit and integration testing of Pega configurations as part of the SDLC process, ensuring that they meet functional and performance requirements before deployment.
* Collaborate with QA teams to define test strategies, automate testing where possible, and ensure comprehensive test coverage.
* Participate in the deployment of Pega applications to production environments, ensuring that deployments are smooth and without issues.
* Support and maintain Pega applications, applying patches, fixes, and enhancements as required.
* Implement and maintain security best practices within the Pega environment, ensuring compliance with relevant standards and regulations.
* Conduct regular security reviews and vulnerability assessments to identify and mitigate potential risks.
* Continuously seek opportunities to improve development processes, tools, and practices within the team.
* Actively participate in retrospectives and other team activities to drive process improvements.
What You'll Need
Education and Experience Requirements:
* Bachelor's degree in Information Systems, Computer Science, software engineering, or mathematics.
* 6+ progressive years of experience in building and implementing model-driven, enterprise-level business solutions and applications in Pega
* Must possess a Pega Certified Senior System Administration (CSSA) certification
* Possess an understanding of business management
* Big plus if prior/current .NET development experience
Additional Eligibility Requirements:
* Dedication to achieving results with a team-oriented drive and a demonstrated ability to lead by example
* Aptitude to pick up new concepts and technology rapidly and ability to explain it to both business & IS stakeholders
Good interpersonal skills and the ability to communicate, partner, and collaborate
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
$115,100 - $131,000
#INDHI
$115.1k-131k yearly 10d ago
Temporary Contract Specialist (4-6 Month Contract), Full-Time, Hybrid MA
Digital Federal Credit Union 4.6
Remote or Marlborough, MA job
Schedule Monday through Friday 8a-5p 4-6 Month Contract What You'll Do Summary/Objective: This role will prepare, negotiate, and manage commercial contracts between DCU and third-party vendors and partners. It will also ensure that all contracts comply with legal requirements, company policies, and industry standards. This role requires strong analytical skills, attention to detail, and the ability to work effectively with cross-functional teams.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Draft, review, and negotiate contracts, agreements, and other legal documents.
* Ensure compliance with legal, regulatory, and company policy requirements.
* Analyze contract terms and conditions (consider adding obligations, liabilities, etc if warranted) to identify and mitigate risks.
* Coordinate with internal stakeholders, including legal, finance, vendor management, and procurement teams, to ensure alignment on contract terms.
* Manage contract lifecycle, including amendments, renewals, and terminations.
* Maintain accurate and organized contract records and documentation.
* Provide guidance and training to team members on contract-related matters.
* Stay current with industry trends and legal developments related to contracts and contract law by participating in educational opportunities and reading professional publications.
* Administer contract administration-related processes.
* Identify and implement efficiencies in the contract lifecycle and administration processes.
* Prepare and communicate contract lifecycle reporting and analysis.
* Perform other job-related duties as assigned or requested.
What You'll Need
Qualifications and Experience Requirements:
* Bachelor's degree in business administration, Law, Finance, Supply Chain or a related field.
* 0-2 years of experience in contract management, procurement, or a related role involving drafting, reviewing, negotiating, and managing contracts.
* Strong understanding of and experience with contract law and industry-specific regulations (at the state and federal level)
* Excellent negotiation, analytical, and problem-solving skills.
* Detail-oriented and organized with strong time management skills and the ability to manage multiple contracts simultaneously.
* Proficiency in contract management software and Microsoft Office Suite.
* Strong verbal and written communication and interpersonal skills.
* Ability to work independently and as part of a team in managing internal client relationships and working with external, third-party vendors.
Preferred Qualifications:
* Professional certification in contract management (e.g., CPCM, CCCM, CFCM).
* Prior experience in financial institutions is preferred, especially experience in a contract specialist or contract analyst role.
* Familiarity with legal and regulatory aspects of financial institutions.
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
$30/hr
#INDHI
$30 hourly 44d ago
Technical Project Manager, Full-Time, Hybrid, Marlborough, MA
Digital Federal Credit Union 4.6
Remote or Marlborough, MA job
Schedule Mon - Fri 8a-5p What You'll Do Summary/Objective: The Technical Project Manager leads teams within a matrix environment to successfully complete projects within the Technology organization. Serves as the primary liaison between project teams, business owners and sponsors for various systems and/or applications. The Technical Project Manager is responsible for the oversight of the entire project's life cycle. Apply project management and agile methodology skills to manage scope, plan work, coordinate resources and drive execution. Projects may be small to large; cross-functional in impact and are technical in nature. This position will collaborate with a team of PMs and Senior PMs to make continuous improvements to project processes.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position will focus on the management of enablement related projects such as data center migrations to public cloud (AWS), greenfield deployments in the DCU data centers, component lifecycle management, wireless and telephone infrastructure upgrades, monitoring & alerting for the IT infrastructure, workstation deployments, system / server upgrades, networking upgrades and transformations, disaster recovery exercises, remediation of major audit findings and other similar technically oriented projects.
* Manage projects with waterfall and agile methods when applicable
* Plan, estimate and execute technology-related projects
* Communicate and coordinate project deliverables across IS Infrastructure, IS Development teams and the project team to achieve milestones
* Develop detailed project deliverables including scope statements, schedule, resource plans and success criteria
* Schedule and conduct project planning with appropriate tech leads, third party contractors and business
* Manage day to day project activities to meet deliverables, manage risks and remove team blockers
* Coordinate project deliverables, identify required resources and review roles & responsibilities
* Coordinate project tasks such as equipment are ordered, received, and staged during the project execution
* Coordinate team resources across projects with other Project Managers
* Simultaneously manage multiple IT project plans. Establish clear goals, milestones and approach to execution
* Assist in building Portfolio View of initiatives business and IT initiatives across the Credit Union
* Use sound judgment in project communication and ensure that key stakeholders including the team, business and management are apprised of project activities in a timely manner
* Communicate progress, risks, expectations, timelines, milestones and other key project metrics to business and team members
* Contribute to the ongoing development and improvement of the Project Management Life Cycle and agile methodologies
* Lead the team to update support processes to capture new project enhancements, features or updated technologies
* Ensure project post implementation reviews are conducted
* Working knowledge and understanding of the ITIL (Information Technology Infrastructure Library) Framework
* Adhere to DCU's project management best practices, procedures and documentation standards
* Have a "Team Player" mentality
* Performs other job-related duties as assigned by Manager(s)
What You'll Need
Education and Experience Requirements:
* 4-year degree in Information Systems or equivalent work experience
* Minimum of 2 years direct Information Systems infrastructure experience, perhaps as a system engineer, network engineer, worked on a service desk team, or in IT Security, and may have been an Infrastructure team lead or infrastructure manager.
* 2 - 4 years experience with Information Systems project management experience
* 2 - 4 years experience in Financial Industry
* Excellent verbal and written communication skills.
* Strong knowledge of banking systems, technologies and their relationship to business functions, practices, and processes
* Analytical and Project Management skills with a focus in financial services applications
* Strong verbal/written communication skills
* PMI or other project management certification preferred
* Knowledge and practical applications of Agile methodology
* Business Process Management experience recommended
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
$100,100 - $113,900
$100.1k-113.9k yearly 32d ago
Information Center Loan Specialist I, Remote (MA, NH, GA only), Full Time
Digital Federal Credit Union 4.6
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
Collections Assistant Manager, Full-Time, Hybrid MA
Digital Federal Credit Union 4.6
Remote or Massachusetts job
Schedule Mon - Fri: 8 AM - 5 PM (40 Hours) What You'll Do Summary/Objective: To provide support to the Collections Manager and/or Director of Collections and to direct the department's ongoing effort to achieve the lowest possible delinquency and charge off ratios. Manages and coordinates the daily activities of team leaders and staff to ensure adherence to the credit union's policies, procedures and regulatory guidelines. Regularly evaluates collection operations and processes and presents recommendations to make the department more efficient through the use of technology or redistribution of duties.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Direct daily activities of the Collections Department staff to ensure proper and timely response and handling to all member accounts in non-performing status.
* Recommend loan workout options to Consumer Loan and Mortgage departments
* Identifies, analyzes, and measures portfolio trends, providing regular updates to management.
* Coordinates and monitors performance of all collections vendors
* Participate in monthly meetings with the Consumer Loan Department to review trends in underwriting and collection activity.
* Work with the Collections Manager and/or Director of Collections to develop an effective department incentive program. Monitor the program and recommend changes when necessary.
* Review repossessions and remarketing of repossessed collateral, in order to make informed decisions and recommendations for the disposal while limiting the credit union's exposure.
* Conduct periodic analysis for mortgage loan to values on delinquent accounts.
* Manage investor/PMI mortgages in default in order to ensure compliance with policies and regulations.
* Provide leadership, support, guidance, training and supervision to staff
* Participates in all collections related audits and respond to internal audits
* Manage escalations from members and provide timely resolutions and/or additional information
* Utilize the Collection Package, XP and LoanServ to obtain necessary data and statistics to create reports and/or charts for Collections. Analyze Collections statistical data
* Monitor daily department service level and make adjustments as necessary
* Keep informed of industry trends for collection practice by reading industry articles
* Manage projects related to department's and organizations strategic, financial, efficiency and operational goals
* Fosters a team and call center culture that specializes in people and performance management, coaching and development, and employee engagement to the extent that performance and results are considered best in results, effectiveness, cost efficiency, compliance, and member
* Meets with Team Leaders and Quality Assurance specialist to discuss call monitoring results and implement department trainings and recommend changes to training
* Conduct brainstorming sessions to encourage efficiency, process innovation ideas in reducing delinquency and charge-off ratios.
* Participate in and/or facilitate team project and focus groups as assigned by the Dept. Manager
* Perform other job-related duties as assigned by Managers(s).
What You'll Need
Education and Experience Requirements:
* Bachelor's degree in business-related field or equivalent experience required
* Minimum of 5 years progressive management experience in consumer collection and/or lending
* Previous management experience in a call center and/or financial institution preferred
* Strong analytical skills, ability to think strategically and influence business decisions
* Excellent communication skills and utilization of computer applications
* Knowledge of the Fair Debt Collection Act, Fair Credit Reporting Act and other applicable collection laws
Additional Eligibility Requirements:
* Previous experience in a call center and/or financial institution preferred
* Knowledge of the Fair Debt Collection Act, Fair Credit Reporting Act and other applicable collection laws
* Ability to handle multiple priorities.
*
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.
Excepted Pay Range
$78,900 - $88,800
#INDHI
$78.9k-88.8k yearly 60d+ ago
Financial Advisor
Workers Credit Union 3.8
Littleton, MA job
Job Title: Financial Advisor Department: Workers Investments & Planning Solutions (IPS) Department Location: Lunenburg, MA. Reports to: VP, IPS Program Manager Career Stream: Individual Contributor Classification: Hybrid Pay Grade: 8 FLSA Status: Exempt Pay Grade Range: $60,000 to $200,000+
This is a sales commission-based position consisting of a tiered grid with a monthly draw that has levels of being forgivable and non-forgivable.
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, sales production, and will be detailed at the time of offer.
About Workers Credit Union: Since 1914, Workers Federal Credit Union (WCU) has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
FUNCTION: We're seeking a passionate and experienced Financial Advisor to join our Workers Investments & Planning Solutions team. Our program is built on trust, collaboration, and long-term relationships. This role focuses on building strong client relationships by leading them through an individually tailored financial planning process. Our process includes establishing specific financial goals, assessing current situations, creating investment strategies, implementing solutions by recommending appropriate financial products, and continuing to monitor and adjust plans as necessary to stay aligned with your clients' goals.
As a Financial Advisor, you will sell investment and insurance products, available through our Broker Dealer, LPL Financial (LPL), to individuals and small businesses. WCU partners LPL, a leading wealth management firm for independent advisors and financial institutions across the U.S., to offer a complete menu of financial products and services to credit union members. This employment opportunity at WCU would allow you to join the Workers Investments & Planning Solutions Program as a Financial Advisor associated with LPL.
This position is based out of our Lunenburg MA office, however there is flexibility to allow for a hybrid schedule, working remotely as agreed upon. Travel between branches and surrounding communities to meet with assigned clients, members, and credit union employees is standard.
We are a trusted financial partner offering a supportive environment where advisors can develop their practice while making a meaningful impact on the financial wellness of our members.
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
Key Responsibilities:
* Develop and manage personalized financial plans for members
* Provide guidance on investments, insurance, and retirement accounts
* Advise on strategies that take into consideration wealth accumulation and growth, preservation and protection of assets, and income replacement and asset distribution
* Collaborate with internal teams to deliver holistic financial solutions
* Educate clients on financial wellness and planning strategies
* Participate in your ongoing coaching and professional development
What We Offer:
* Competitive compensation payout agreement that is based on 100% of your production
* Program paid standard overhead, such as licensing & registration, technology, CE, E&O insurance, and other typical pre-approved expenses
* Time off and continuing education support
* Access to advanced financial planning tools and technology
* A collaborative, member-first, value-driven culture
* Access to LPL's proprietary technology and a suite of customized services
* An open architecture platform with access to thousands of investment products from leading third-party product sponsors
* Resources and expertise across LPL to help you create client solutions
* The freedom to create solutions specific to your client's goals
* And a whole lot more
Why Join Us?
* Trusted institution with deep community roots
* Assigned "book of business" of existing clients with recurring revenue to get started
* Multiple branches with a large deposit base within an assigned territory
* Warm member referrals from engaged credit union staff
* Autonomy with robust back-office Financial Assistant support
* The ability to grow your business with LPL's combination of tools, technology, and support
* The benefit of LPL's experience helping financial advisors grow and maximize their business
* Opportunity to make a real difference
Qualifications:
* FINRA Series 7 and 66 licenses (or Series 6, 63 and 65)
* MA Life, Accident, & Health Insurance license
* 2+ years of financial advising experience
* Satisfactory U5 and compliance record
* Solid knowledge of financial products and planning strategies
* Strong interpersonal and communication skills
* Commitment to ethical standards and fiduciary responsibility
* Passion for helping others achieve financial success
Benefits:
* Comprehensive medical, dental and vision plans
* Basic life and AD&D insurance, short-term disability and long-term disability
* 401(k) that includes a Safe Harbor Match of up to 4%.
* Tuition Reimbursement Program
* Mental health resources including an Employee Assistance Program (EAP)
* Individualized learning and development programs
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Workers Credit Union and Workers Investments & Planning Solutions are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Workers Investments & Planning Solutions are employees of LPL. The services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Workers Federal Credit Union or Workers Investments & Planning Solutions. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
EEO Statement:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Apply today and become part of a team that puts people first.
$60k-200k yearly 33d ago
Senior Mortgage Underwriter
Workers Credit Union 3.8
Remote or Littleton, MA job
Job Title: Senior Mortgage Underwriter Department: Mortgage Lending Department Location: Littleton, MA Reports to: Mortgage Underwriting Manager Career Stream: Individual Contributor Classification: Hybrid Onsite Frequency: On-site at HQ more than 10 days per month with assigned workspace
Pay Grade: 12
FLSA Status: Exempt
Pay Grade Range: $83,448.89 - $104,311.22
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
FUNCTION: Responsible for underwriting first mortgages and home equity loan applications. Ensures all files are complete and compliant with Workers Credit Union policies, investor requirements, mortgage insurance standards, and applicable government loan regulations.
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
* Underwrites first mortgage loans in compliance with all secondary market requirements, private mortgage insurance requirements, regulatory requirements and Workers Credit Union policies.
* Underwrites home equity loans in accordance with private mortgage insurance requirements, regulatory requirements and Workers Credit Union policies.
* Evaluates borrower creditworthiness and collateral to determine loan eligibility and assess overall risk to the credit union.
* Exercises sound judgment in approving, suspending, or denying loan applications based on a comprehensive risk analysis.
* Uses analytic tools (i.e. Collateral Underwriter, fraud prevention, etc.) in the risk assessment of the loan to determine requirements to meet legal and investor requirements.
* Ensures underwriting decisions align with the credit union's risk appetite, lending policies, and regulatory requirements.
* Remains current on investor and mortgage insurance guidelines.
* Prepares commitment letter for home equity and first mortgage loans.
* Clears loans for closing by ensuring pre-closing conditions have been satisfied.
* Reviews and decisions subordination requests according to loan policy.
* Provides the origination staff with support for the review of preapprovals.
* Uses knowledge of investor and mortgage insurance guidelines along with loan policy to not only approve loans as submitted but to restructure loans as required to obtain an approval.
* Tracks key milestones such as contingencies, closing dates, and rate lock expirations; communicate proactively with all applicable teams.
* Collaborates with internal stakeholders to resolve complex loan issues and ensure timely decision-making.
* Prepares and issue revised Loan Estimates in compliance with TRID for any changes in circumstance.
* Maintains confidentiality of all data.
* Upholds the Workers Credit Union "Workers Way" culture through daily interactions and behaviors.
* Performs other duties as assigned to support departmental and organizational goals.
* Additional Responsibilities for Senior Mortgage Underwriter:
* Serves as a subject matter expert and resource for junior underwriters, providing guidance on complex loan scenarios, regulatory compliance, and internal procedures.
* Serves as a key decision-maker in loan policy exceptions, providing rationale and risk mitigation strategies.
* Supports the training and onboarding of new team members and temporary staff in collaboration with underwriting leadership.
* Takes ownership of high-volume or high-complexity pipelines including high-balance, non-conforming, or exception-based loans.
* Leads or participate in departmental initiatives aimed at improving underwriting efficiency, compliance, and member experience.
* Supports the implementation of policy updates, system enhancements, and procedural changes in coordination with mortgage underwriting leadership
Other Duties:
* May be asked to provide coverage in other WCU branches or departments.
* Adhere to all WCU policies and procedures which include security compliance and following guidelines intended to limit risk exposure to fraud and losses.
* Participates in department and/or organizational projects as directed.
* Performs other tasks or functions as required, requested, necessary or prudent.
* Maintains confidentiality of all member and credit union information and data.
* Regularly demonstrates behaviors as defined by the credit union's Fundamentals, which are part of the Workers Way culture program.
Education
* High School Diploma or Equivalent Required.
Experience:
* 2-5 years of experience in secondary mortgage underwriting. Knowledgeable in real estate lending guidelines and regulations including secondary market. Skilled in evaluating borrower credit, collateral, and capacity in accordance with investor and regulatory guidelines. Proficient in using loan origination systems (LOS) and automated underwriting systems (AUS). Known for sound judgment, attention to detail, efficiency in pipeline management, and effective communication with Originators, Processors, and Closers to ensure timely and accurate closings.
* Additional Qualifications for Senior Mortgage Processor:
* 5-8 years of experience in secondary mortgage underwriting, including complex loan types such as jumbo, construction, non-conforming and portfolio products. Demonstrated ability to assess risk, make high-level credit decisions, and mentor junior underwriters. Experienced in leading underwriting process improvements and maintaining high-quality standards in a fast-paced environment. Recognized for attention to detail, leadership, and commitment to confidentiality and organizational values.
Knowledge/Skills/Abilities/Competencies:
A successful Underwriter demonstrates deep knowledge of mortgage products, investor guidelines, and regulatory requirements (including TRID, RESPA, and HMDA). Proficient in loan origination systems (LOS), AUS platforms, and document management tools. Strong analytical and decision-making skills are essential for assessing credit risk and ensuring sound underwriting decisions. Must be detail-oriented, organized, and capable of managing multiple priorities. The role requires confidentiality, adaptability, and collaboration with internal teams to ensure efficient, compliant, and risk-aligned loan underwriting.
Work Environment:
* Hybrid Work Environment: This position offers a hybrid work environment, combining remote work with regular on-site days at the Littleton Headquarters. This work environment is subject to change based on business needs.
Physical Demands:
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.
* This is a largely sedentary role.
* While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms.
* This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines.
About Workers Credit Union: Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
Benefits:
* Comprehensive medical, dental and vision plans
* Basic life and AD&D insurance, short-term disability and long-term disability
* 15+ days of paid time off (PTO) per year
* Up to 16 hours of volunteer time off (VTO) per year
* 11+ paid holidays
* 401(k) that includes a Safe Harbor Match of up to 4%.
* Tuition Reimbursement Program
* Mental health resources including an Employee Assistance Program (EAP)
* Individualized learning and development programs
EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
$83.4k-104.3k yearly 35d ago
Branch Member Service Representative II
Workers Federal Credit Union 3.8
Athol, MA job
Job Title: Branch Member Service Representative II
Department: Athol Branch
Department Location: Athol, MA
Reports to: Branch Manager
Career Stream: Individual Contributor
Classification: On-site
Pay Grade: 7
FLSA Status: Non-Exempt
Pay Grade Range: $21.88 - $27.35
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
Location:
Athol, MA
(On-site)
This position will be based out of our Athol Branch and floating to other close-by branches as needed.
Athol Branch Hours: Monday: Off; Tuesday - Wednesday: 8:00AM - 5:15PM; Thursday 8:00AM - 6:15PM; Friday: 8:00 AM - 5:15PM; Saturday: 8:00 AM - 1:15 PM.
Candidates will be required to work a flexible schedule based on branch operational needs.
Position Summary:
Are you passionate about helping others and delivering exceptional customer service? As a Branch Member Service Representative II (BMSRII), you'll be at the forefront of our commitment to our members. Your role will involve building lasting relationships, accurately processing financial transactions, educating members on our products and services, and making referrals that help them achieve their financial goals.
Key Responsibilities:
Open and service all types of WCU deposit and loan accounts.
Accurately process all teller transactions such as deposits, withdrawals, loan payments and check cashing, etc. as well as assist with end of day balancing.
Drive sales through service by developing a positive member experience and focusing on solutions that meet members' needs
Identify and refer members to internal business partners for small business, investments, mortgages, consumer, and insurance services.
Participate in all sales activities to achieve branch goals in product sales, loan and deposit growth, and referrals.
Provide exceptional member service by addressing and resolving inquiries, issues, and complaints promptly.
Lobby lead to ensure a positive member experience.
Qualifications:
High School diploma or equivalent required.
Minimum of one year of branch banking experience.
About Workers Credit Union: Since 1914, Workers Credit Union has existed to
Improve the Daily Lives of our Members
. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
Benefits:
Comprehensive medical, dental and vision plans
Basic life and AD&D insurance, short-term disability and long-term disability
15+ days of paid time off (PTO) per year
Up to 16 hours of volunteer time off (VTO) per year
11+ paid holidays
401(k) that includes a Safe Harbor Match of up to 4%.
Tuition Reimbursement Program
Mental health resources including an Employee Assistance Program (EAP)
Individualized learning and development programs
EEO Statement:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Zippia gives an in-depth look into the details of IC Federal Credit Union, including salaries, political affiliations, employee data, and more, in order to inform job seekers about IC Federal Credit Union. The employee data is based on information from people who have self-reported their past or current employments at IC Federal Credit Union. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by IC Federal Credit Union. The data presented on this page does not represent the view of IC Federal Credit Union and its employees or that of Zippia.
IC Federal Credit Union may also be known as or be related to I-C Federal Credit Union, IC Federal Credit Union and Ic Federal Credit Union.