V.P./Branch Manager
Lbs Financial Credit Union job in Long Beach, CA
Do you have proven experience leading a branch team in a credit union or bank environment? Are you an approachable leader and effective collaborator with the expertise to achieve goals and objectives?
We would like to welcome a Vice President, Branch Manager who will manage, plan, coordinate, and administer the day-to-day operations of a retail branch ensuring efficient, effective, and timely operations that enhances and exceeds the Member experience. This leader will empower branch associates, while maintaining a work environment that instills motivation, teamwork, and enterprising attitudes.
JOB REQUIREMENTS/RESPONSIBILITES
Leads by example and demonstrates a willingness to directly assist Members with their financial needs to ensure service quality initiatives are met.
Plan branch operations based upon analysis and review of historical and evolving trends.
Create a motivational atmosphere that leads by coaching, mentoring, training, counseling, monitoring and positive feedback/evaluations to associates, as well as fostering an environment which encourages team Members to progressively raise their level of Member service skills and knowledge of credit union products and service offerings to ensure they are prepared for future promotion opportunities within the Credit Union.
Ensure the Credit Union's strategic initiatives for community development and cultivating new Member relationships by proactively performing site visits and participating in marketing events whereby the Credit Union has the opportunity to exercise its ability to maximize the Member potential within its field of Membership.
Responsible for branch depository and loan operations ensuring maximum accuracy, efficiency, and effective workflow are maintained in order to provide superior quality and timely Member service experience.
Must be proficient with assessing risk of all financial transactions, new accounts, and consumer lending activities executed by branch personnel.
Must be proficient with the Credit Union's products and services, as well as other related program offerings with a willingness and ability to cross-sell such.
Analyze and determine staffing needs and make recommendations as warranted.
Recruit, hire, evaluate, and supervise staff assigned to the branch.
Facilitate staff and training meetings on a regular basis to achieve strategic branch and Credit Union goals and objectives.
Evaluate work performance of employees through regularly scheduled reviews, recommends promotions, salary increases and corrective action.
Maintains overall discipline for the office and recommends corrective and disciplinary action as warranted.
Implement and monitor all internal audits, security procedural controls to safeguard the funds and assets of LBS Financial Credit Union.
Remain up to date and complies with Credit Union policies, procedures, regulatory laws and regulations, and industry best practices.
Remain up to date on modern management principles, practices, and techniques.
Assure that the physical maintenance and appearance of the branch facilities are maintained with an emphasis on good housekeeping and safety.
EDUCATION/EXPERIENCE PREREQUISITES
College degree or equivalent work experience in the financial service industry preferred.
Minimum of three to five years of progressively responsible experience in management within a financial institution with mastery level knowledge of branch depository and loan operations; demonstrated knowledge in the methods and principles of financial services practices and standards including product offerings with an emphasis on exceeding our Members expectations in service.
Must have strong Member relationship building skills with the ability to effectively communicate both verbally and in writing.
Must have the ability to be productive, multitasked, results oriented, with good computer aptitude.
Thorough understanding of physical security, internal controls, and loss prevention standards and practices in a financial services environment.
Previous experience and ability to train developing Member Service and Financial Service representatives in sound practices of their related job duties and responsibilities.
Experience with writing and conducting employee performance evaluations and disciplinary actions, as well preparing employee skill assessments, performing skill observations and conducting employee coaching sessions.
BENEFITS & TOTAL REWARDS
Medical, Dental, and Vision
Paid Holidays, Sick Time, and PTO
Defined Benefit Pension Plan
Voluntary 401(k) and Roth(k)
Insurance: Life, AD&D, LTD
Travel Assist
Rewards and Recognition Program
Educational Reimbursement
Paid Volunteer hours
Loan discounts and free branch services
Discount entertainment: movie tickets, travel, car rentals, and much more
Plus, a variety of additional voluntary benefits
PAY RANGE
In accordance with California's Pay Transparency Act, the expected salary range for this position is between:
$65,520.00 - $92,243.00
Actual pay will be determined based on a candidate's specific qualifications, including their knowledge, skills, education and experience, internal equity consideration, as well as other job-related factors permitted by law.
Note: As part of our screening process, LBS Financial conducts background investigations on candidates who are extended an offer and who agree and authorize us to do so. This investigation will include:
Employment Verifications - Employment Dates & Job Titles
Credit Report
Criminal Records Search
Social Security Search
Governmental Registries Search
Additionally, candidates must be eligible to be bonded through a fidelity bond to cover employee loss and risk.
For additional information about our Credit Union and to apply for this opportunity, please visit our website at *********************** EOE
Monday - Friday 8:30 AM - 6:00 PM
Saturday 9:00 AM - 2:00 PM
Full-Time 40 Hours/Week
Auto-ApplyMember Care Representative I - Prime-Time - Bixby Knolls
Lbs Financial Credit Union job in Long Beach, CA
Do you excel at delivering exceptional customer service while working in a fast-paced team environment? Do you pay careful attention to detail to ensure your work is accurate?
We'd like to welcome a Member Care Representative I responsible for delivering an excellent Member experience to current and potential Members. They provide a high level of personal service by consistently delivering an extraordinary experience through our signature service, FACES (Friendly, Accurate, Courteous = Excellent Service).
The designation of the title Member Care Representative I has been established for an Employee who is entering into the financial services industry and one who is learning and developing in all of the basic job tasks of a teller.
REQUIREMENTS & RESPONSIBILITIES
The Member Care Representative I (MCR), is responsible for educating our Members on a variety of products and services the credit union offers. In addition to this, the MCR I will perform essential job functions as described within the MCR I Job Functions and Responsibilities in the attached job description.
You will be working with Members and your teammates to meet and exceed individual and Credit Union goals. The suitable candidate has a high level of ethics, good judgement, and common sense, while understanding the importance of following credit union policies and procedures. You must enjoy a fast-paced work environment and thrive on delivering quality customer service!
Occasional business travel to/from the corporate office and coverage for other branches may be required.
QUALIFICATIONS
Excellent listening and communication skills.
Demonstrated outstanding customer service skills.
Ability to work in a fast-paced team environment.
Previous experience providing product recommendations and referrals.
Ability to handle multiple priorities simultaneously with a calm, friendly demeanor.
Demonstrate detail orientation.
Proven ability to consistently report to work, on time, as scheduled.
Consistently demonstrates professional manner and attire.
Ability to learn new systems, policies and processes quickly.
Working knowledge of the Microsoft suite of office products.
Previous experience with cash handling and balancing a cash drawer - preferred but not required.
Previous Teller experience preferred but not required.
Requires a high school diploma or equivalent.
1 year of experience in customer service preferred.
BENEFITS & TOTAL REWARDS
Aflac Group Plans
Healthiest You Teladoc Services
Employee Assistance Program
PTO and Sick Time
401(k) and Roth(k)
Rewards and Recognition Program
Educational Reimbursement
Paid Volunteer hours
Loan discounts and free branch services
Nationwide Pet Insurance
Discount entertainment, movie tickets, travel, car rentals, and much more
PAY RANGE
In accordance with California's Pay Transparency Act, the expected salary range for this position is between:
$19.00 - $20.25
Actual pay will be determined based on a candidate's specific qualifications, including their knowledge, skills, education and experience, internal equity consideration, as well as other job-related factors permitted by law.
Note: As part of our screening process, LBS Financial conducts background investigations on candidates who are extended an offer and who agree and authorize us to do so. This investigation will include:
Employment Verifications - Employment Dates & Job Titles
Credit Report
Criminal Records Search
Social Security Search
Governmental Registries Search
Additionally, candidates must be eligible to be bonded through a fidelity bond to cover employee loss and risk.
For additional information about our Credit Union and to apply for this opportunity, please visit our website at *********************** EOE
Auto-ApplyTechnical Support Specialist II
San Diego, CA job
Job Description
What is the Pay Range?
2026 Pay Scale: 33.50-43.25 2025 Pay Scale: 32.50-42.00
Please note, at the time of offer, your pay rate will be determined from the pay scale of your start date. For example, if your start date is in 2025, your offer will be from the 2025 pay scale shown above.
Nurture talent, fuel growth and embrace the TEAL! SDCCU's compensation philosophy is focused on ensuring employees are paid fairly and equitably without regard to race, sex, age, national origin, color, religion, or mental or physical disability. It is also our intent that our compensation program helps to attract, retain, and recognize individual contributions.
Position Summary
The position of Technical Support Specialist II is established to provide second level PC and application support to both branches and administrative staff. In addition, the position is responsible for application installation and upgrades, remote PC management, VOIP handset configuration, and some network and server administration. This position works closely with the level 1 Help Desk staff as well as other IT departments for problem resolution. It is responsible for maintaining service level agreements set by the organization for IT problem resolution.
Minimum Qualifications (Education, Experience, Skills):
Associates degree or equivalent work experience.
A+, MCP, Network+, Security+, or equivalent certification required. A Bachelor's degree in Computer Science or a related discipline may be considered in lieu of the certifications.
3 years' experience in heterogeneous network environment.
Proven experience with Windows desktops and servers, Active Directory Administration, Exchange, MS Office, and Visio.
Prior experience with service desk ticketing systems required.
Professional and effective interaction, verbal and written communication skills.
Demonstrated ability to coordinate concurrent projects and tasks, self-organize and prioritize meeting deadlines.
Track record of applying critical thinking and effective problem-solving skills.
Zoom and MS Teams familiarity preferred.
Essential Duties and Responsibilities
Provide tier-two technical support to all departments and branch offices.
Troubleshoot computer hardware and software.
Setup and configure new PCs, printers, network hardware, etc.
Install and configure software applications utilizing endpoint management solution. (Experience with KACE a plus).
Active Directory administration, management and monitoring.
Assist with installation of network equipment at branches and remote locations.
Establish documentation of software installation and configuration.
Work with vendors to obtain quotes and make purchases as requested.
Routine inventory/license control.
Telecom duties including system administration tasks such as activating phones, setting up users and agents, configuring queues and extensions, and monitoring performance.
Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures.
Other Duties & Responsibilities
Perform special projects as assigned.
On Call duties as needed.
Routine travel.
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl.
The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
The noise level in the work environment is usually moderate.
Monday-Friday: 8:30am-5:30pm
Saturday: OFF
Sunday: OFF
Full Time - 40 hours a week
Retirement Plan Advisor (San Francisco area)
Sacramento, CA job
We're always looking for diverse, talented, service-oriented people to join our exceptional team.
Retirement Plan Advisor (San Francisco area)
The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.
Pay Range:
$77,260.00 - $115,890.00
Scheduled Weekly Hours:
40What You'll Be DoingPromotes 403(b)/457 Retirement Plans to the educational community by conducting workshops, promotions and events. Assists in developing strategies for expanding the credit union's footprint in the state of California through engagement in our retirement products. Developing relationships within our core potential Membership to attract and retain new contributors to the 403(b)/457(b) Retirement Plans leading to Membership growth and expansion. Develop and manage district and school relationships necessary to increase participation in proprietary products and services as well as reach established goals and objectives. Plans and coordinates business development activities to meet organizational goals and objectives as they relate to the Retirement Plans and Relationship Managements. Assists school employees in establishing retirement accounts in addition to analyzing Member's current retirement plans and investments in order to provide proper investment recommendations based on Member's financial position. This position is being hired as a telecommuter role temporarily, but will be FULLY ONSITE in San Francisco once an office location is ready. You must be available to work onsite in San Francisco in the near future. Please note: This position offers a base salary, plus a 15% premium for the San Francisco Bay area.
Provides World-Class Personal Service in every Member and non-Member interaction.
Promotes the credit union's retirement products and services to existing and potential Members through district and school visitations, promotional campaigns and marketing tools.
Meet with Superintendents, Chief Business Officers, Payroll Managers, Principals and other key contacts at districts and schools to plan, schedule, and conduct retirement planning workshops.
Plans, schedules, and conducts school district visits to increase 403(b)/457 Retirement Plan participation and awareness among school employees.
Actively seeks out new relationships with school districts in order to develop/increase awareness around our 403(b)/457 Retirement Plans and increase participation.
Trains SchoolsFirst FCU frontline team members relating to retirement products by holding frequent training classes and emphasizing the importance of creating awareness with Members.
Meets established goals for new 403(b)/457 Retirement Plans opened in addition to high service delivery goals.
Interview Members to determine and assess their current income, expenses, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
Analyze financial information obtained from Members to determine strategies for meeting Members financial objectives.
Recommend and implement financial planning strategies to help Members achieve their financial goals.
Monitor financial market trends and effectively communicate market knowledge to Members.
Prepare and interpret for Members information such as investment performance reports, financial document summaries, and income projections.
Review Member retirement plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
Contact Members periodically to determine if there have been changes in their financial status to keep Members on track and engaged.
Maintains an updated and faultless FINRA Form U4 by completing all necessary continuing education training in addition to annual Firm Element Training and annual recertification.
Required to attend in-person functions and/or presentations at school campuses, district offices or other off-site locations, after-hours events and weekend functions as necessary.
Additional Job Functions
Performs other duties as assigned
Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions
Qualifications
Bachelor's Degree or equivalent years of experience required
3-5 years of previous related experience required
FINRA SIE, Series 6 and 63 or Series 7 and 66 license required
California Insurance Life & Disability Licenses required
Valid California driver's license and insurance required
Series 65 preferred
CFP or other recognized designation preferred
Knowledge, Skills, and Abilities
Must have excellent Member service skills as well as the knowledge and understanding of sales.
In depth knowledge of investment products including mutual funds, variable and fixed annuities, IRA's, 403(b), 457 (deferred Compensation), STRS and PERS.
SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive HiringAt SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.
SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.
This organization participates in E-Verify.
Auto-ApplySenior Market Research Analyst - Surveys
Tustin, CA job
We're always looking for diverse, talented, service-oriented people to join our exceptional team.
Senior Market Research Analyst - Surveys
The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.
Pay Range:
$96,110.00 - $153,777.00
Scheduled Weekly Hours:
40What You'll Be DoingUnder general direction, this position provides the market research, analytical framework and resources for accurate and timely Member and market information in support of strategic and operational business decisions.
Responsible for developing SQL-based reports used for collecting, synthesizing and analyzing Member information to support survey engagement, marketing campaigns, measure current, and forecast future, market activity and Member trends; and evaluate and provide the results of key organizational performance indicators.
Assists in market and survey research, providing in-depth analyses and recommendations to achieve business targets. Focuses on gathering, analyzing, and interpreting Members trends through our Member surveys and feedback platforms as input to our marketing and product development strategies/plans for individual Members.
Gathers and presents results of survey feedback and marketing campaigns and identifies areas for improvement.
Performs analyses and prepares forecasts and recommendations in the areas of product preferences, market penetration, best practices and trends.
Researches market conditions to determine potential impact of a product. Identifies key drivers and insights into Member behavior, sentiment and brand loyalty.
Reviews and analyzes internal and external data sources, extracts relevant information, and prepares reports to key stakeholders along with additional insight and perspective on findings. Recommends the target audience and Member-related criteria necessary for marketing campaigns to enable the most positive business outcomes.
Manage, automate, and deliver reports, market competitiveness studies and methodologies to identify specific opportunities and risks tailored to World-Class Member Service.
Develops and delivers standard reports to a wide range of stakeholders and performs ad-hoc analyses as needed to support business goals.
Create, configure, and maintain a complex database as a source of accurate and up-to-date information for various business unit and organizational reports.
May assist with business unit projects as assigned by manager.
Additional Job Functions
Performs other duties as assigned
Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions
Qualifications
Bachelor's Degree or equivalent years of experience required
5-7 years of previous related experience required
Previous experience in a financial institution desired
Knowledge, Skills, and Abilities
Experience with survey platforms (Gallup, Medallia, Qualtrics, or similar) required.
Advanced knowledge and understanding of computer software and applications used to support report development including, but not limited to, SQL, Snowflake, Microsoft Office Suite, Microsoft Visual Studio Code (ETL), and data visualization platforms (e.g. PowerBI, Tableau). Advanced experience and understanding of T-SQL design and development, data sources and data feeds used to populate reports.
Knowledge and understanding of marketing campaigns and strategies.
Knowledge of research and market research techniques and applications.
Detail-oriented team player who is comfortable collaborating with stakeholders at a variety of levels throughout the organization.
Understanding of current data sources to identify and build additional sources in order to perform robust analyses.
Excellent communication and presentation skills.
Solid analytical skills.
SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive HiringAt SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.
SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.
This organization participates in E-Verify.
Auto-ApplySenior Consumer Loan Service Delivery Representative
Tustin, CA job
We're always looking for diverse, talented, service-oriented people to join our exceptional team.
Senior Consumer Loan Service Delivery Representative
The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.
Pay Range:
$26.62 - $38.60
Scheduled Weekly Hours:
40What You'll Be DoingProvides World Class Member service to Members via the phone or email. Provides detailed information and promotes credit union products and services to build relationships. Handles most complex situations in the consumer loan area. Serves as a lead to assist department Supervisors and Assistant Managers in achieving Consumer Loan Originations objectives. Serves as a subject matter expert focused on creating a great Member experience acting as trusted advisors for Consumer Loan Originations contact center teammembers and leadership, supporting the credit union with knowledge and guidance. Assist with onboarding new teammembers as they complete classroom training by assisting in the learning lab where teammembers are trained after returning from classroom training.
Serving the Membership over the telephone by answering and processing expert level Member transaction requests and providing product and service information, while supporting various consumer lending call queues.
Accurately present information and perform tasks associated with originating (applications), processing and funding of various consumer loan products offered by the Credit Union including requesting and gathering relevant documents from Members (registration, income, purchase orders, etc.), entering data to complete transaction and conveying approximate processing times.
Prepare loans for funding, ensuring all documents and funding terms are correct and forms (if applicable) are properly signed.
Has an expert knowledge of consumer lending products and services including all DMV transactions and ancillary insurance products to effectively refer Members to the appropriate area. Identify needs and make recommendations for Members requests. Makes exceptions within limits independently based on expertise and convey specific recommendations when decision is outside authority limits.
Possesses an expert level understanding of consumer lending servicing, identifying needs, researching escalated situations, making consultative recommendations, and processing Member requests.
Communicate all consumer loan decisions (approvals and denials) to Members, advise them of all requirements necessary for loan approvals. Take an active advisor role with denials to understand when a loan should be reconsidered for an approval and advocate with support. Provide expert financial advice to the Member based on the denial codes/comments in an effort to help the Member garner an approval in the future.
Handles expert level escalations (i.e. loan denial questions; intricate product questions, etc.) where Members are asking to escalate their situation to a higher level of authority. This includes working the escalation and/or advanced queues taking escalations from Members and teammembers. Works with minimal supervision, using advanced problem solving skills and sound judgment when advocating for Member. Will assist taking calls on the Supervisor/Assistant Manager escalation queue.
Assists Consumer Loan Originations with training of new teammembers and cross training of existing teammembers in area of specialty. Keeps up to date with policy/procedure updates and helps train team on higher lending skills (discussing/understanding loan decisions, escalated situations, how to be an advisor versus a product expert, etc.). May collaborate with Leaning & Development regarding training recommendations and other departments (operations, servicing, etc.) as service collaborators.
Serves as a lead in the department to teammembers by providing one on one feedback from observations/call monitoring, coaching, mentoring, efficiency/adherence, training on policies and procedures, new/enhanced services, relays observational feedback to Management along with suggestions on service improvements and actions they recommend to deliver a higher level of service.
Maintain professional and technical knowledge by completing ilearn activities; attending educational workshops, when available; reviewing professional publications; establishing personal networks; benchmarking world-class practices.
Additional Job Functions
Performs other duties as assigned
Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions
Qualifications
High School Diploma or GED required
5-7 years previous experience in a service/lending environment required
Knowledge, Skills, and Abilities
Demonstrated expert level proficiency with Consumer Loan systems and tools
Require deep knowledge and understanding of teammember workflows
Highly proficient communication and interpersonal skills
Proficient in relevant computer applications
Provides suggestions for streamlining department and credit union operations
Displays courtesy and sensitivity
Effective verbal and written communication skills
Complies with legal and regulatory guidelines
Alerts management to questionable practices
Asks questions to clarify and verify information
Summarizes transaction clearly and concisely
Uses correct terminology
Consistent demonstration of Leadership skills
Practices empowered decision making
SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring
At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.
SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.
This organization participates in E-Verify.
Auto-ApplyConsumer Lending Manager
Sacramento, CA job
TITLE: CONSUMER LENDING MANAGER
DEPARTMENT: CONSUMER LENDING
REPORTS TO: SR. VICE PRESIDENT
PAY SCALE: $85,000 to $95,000
Sacramento Credit Union is seeking candidates who thrive as leaders and excel at providing exceptional customer service for our Consumer Lending Manager position in our corporate office. The Consumer Lending Manager is responsible for managing the day-to-day function of the Consumer Lending department including loan underwriting, documentation management, payment processing, collateral control functions, loan portfolio reporting, administration of the loan workout programs and oversight of the credit unions loan origination systems. This position requires knowledge of credit union operations, regulations, credit and loan servicing fundamentals and the abilities to manage staff and provide management with loan portfolio performance and process measurement reporting in an accurate and timely manner.
RESPONSIBILITIES AND DUTIES:
*Oversees consumer loan production, for loans originated through branch offices, internet, Contact Center, and indirect loan partners.
*Oversees loan servicing processes, including loan corrections and modification requests, in accordance with the credit union's policy and procedures and all regulatory mandates.
Ensures loans are underwritten in accordance with the credit union's policy and procedures. Reviews loan decisions made by underwriting team for compliance with policies and procedures.
Supports the credit union's strategic plan and direction actively pursuing opportunities to streamline processes, improve member experience, and promote loan growth.
Manages indirect relationships, including CUDL relationship.
*Supports and develops credit union staff with education and direction regarding consumer loan guidelines and policies.
*Prepares and/or reviews selected reports and/or invoices related to lending and loan servicing (Credit Scoring distribution reports, delivery channel reports, dealer concentration and performance reports, paid off loan and lien release reports, payment exception reports, loan workout status reports, etc.).
Ensures Meridian Link Loans PQ loan origination system is maintained to meet the credit unions strategic plan and direction.
*Responsible for analyzing performance metrics and trends and uses this data to improve Consumer Lending efficiency.
*Stays updated on industry trends and embraces technology to enhance efficiency, boost employee productivity, and improve member satisfaction.
Maintains working relationships and communication with staff, management and executive management. Participates in meetings to review objectives and other activities.
*Evaluates employee performance, writes appraisals and performance plans, then reviews with the employee according to company policy.
Maintains effective communication and working relationships with all members and co-workers.
Performs other related duties and special projects as assigned.
MINIMUM QUALIFICATIONS:
Two or more years' experience supervising/managing a lending team in a financial institution and 2 or more years of loan underwriting experience.
Education or training relating to consumer lending and loan servicing laws and regulations.
Knowledge of credit union policies, procedures, laws and regulations.
Knowledge of underwriting, credit and consumer loan servicing
Knowledge of human resource policies, procedures, issues and regulations desired.
Knowledge of Meridian Link loan origination system desired.
Demonstrated ability to effectively manage people.
Demonstrated computer skills and ability to operate general office equipment.
Demonstrated member service skills.
Our excellent benefits package includes medical/dental/vision, Paid Time Off, paid holidays, life insurance/AD&D, short-term and long-term disability, 401(k) and more.
It is Sacramento Credit Union's policy to hire well-qualified people. An integral part of this policy is to provide equal employment opportunity for all persons and administer hiring, working conditions, benefits and privileges of employment, compensation, training, appointments for advancement, including layoffs and recalls for all employees, without discrimination because of veteran status or disability.
Auto-ApplySupervisor, Consumer Loan Originations
Riverside, CA job
We're always looking for diverse, talented, service-oriented people to join our exceptional team.
Supervisor, Consumer Loan Originations
The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.
Pay Range:
$68,675.00 - $103,013.00
Scheduled Weekly Hours:
40What You'll Be DoingAssists with the day-to-day supervision of the Consumer Loan Originations team ensuring Members receive prompt, accurate, efficient, and high-quality service. Oversees operational changes that are executed, resolves teammember escalations and Member concerns.
Proactively recommends measurable performance goals for their teams (primarily SDR I's, SDR II's) ensuring the delivery of high-quality service. Takes actionable steps by providing daily operational support, addressing questions, handling escalations and resolving problems promptly. Implements key performance indicators (KPI's) to track service quality aiming for continuous improvement and measurable success is daily operations.
Sets measurable objectives for identifying, leading, and conducting training sessions aiming for continuous improvement in process and service quality. Collaborate with management to ensure training activities align with performance goals and focus on career development. Utilize key performance indicators (KPI's) to measure the effectiveness of training initiatives with a focus on skill and career development.
Establishes and tracks measurable daily operational goals to assess the quality and productivity of their direct reports. Utilize key performance indicators (KPI's) to monitor and improve the performance of their teams ensuring consistent achievement of high-quality results including productivity and service. Assists with scheduling and allocating team resources to highest level of service and quality are achieved.
Sets measurable team development objectives for delivering the highest service level. Uses observations, call monitoring, coaching, and feedback to assess and enhance performance. Implements measurable plans to improve consultation, knowledge, and service skills, regularly evaluating progress for continuous improvement in team development.
Works directly with Assistant Manager and Department manager to execute key strategies to improve service, implement efficiencies and improve processes.
Researches and resolves Member complaints, arising from Voice of the Member, CFPB, and other areas. May suggest changes to systems and procedures to prevent future complaints.
The Management Team, comprising the Assistant Manager and Supervisor, rotates within the escalation queue, handling operational and service escalations from teammembers and Members, with further escalation to an Assistant Manager or the Manager when needed.
Completes necessary reporting and provides required updates such as annual reviews, performance discussions, and one on one discussions.
Provides consultative services to Members regarding credit union products and services and ensuring that teammembers are providing consultative services by assessing the Member's needs, addressing their concerns, and gaining agreement.
Identifies trends and enhancements related to the Consumer Lending process that could result in process or service efficiencies. Assists in researching, evaluating and implementing department and/or divisional projects that pertain to the scope of the department.
Maintain expert-level operational knowledge to serve as a subject matter expert and develop the knowledge of the team.
Processes Member transactions and provides product and service information over multiple contact channels offered.
Stays informed of changing trends within the Credit Union movement or department-specific industry and offering recommendations for change.
Ensures team is compliant with policies and procedures, audit standards, and remains current on and informed of Standard Operating Procedures (SOP).
Reviews and decisions loan applications within their limits, conducting interviews with applicants to gather information on their loan needs, earnings, and financial condition.
Additional Job Functions
Supervises teammembers directly, including selection, training, performance appraisal and work allocation. Responsible for scheduling staff.
Helps establish, communicate and achieve the credit union's goals and standards, ensuring these are fully communicated to and understood by all department staff.
Identifies areas to streamline department and credit union operations.
Complies with all government regulatory policies, internal policies and procedures, audit standards, remains current on and informed of Standard Operating Procedures (SOP) and apprises staff.
May act in the capacity of the Manager in his or her absence.
Performs other duties as assigned
Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions
Qualifications
High School Diploma or GED required
3-5 years of previous related experience required
1-2 years of previous supervisory experience preferred
Knowledge, Skills, and Abilities
Strong verbal and written communication skills High
SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring
At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.
SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.
This organization participates in E-Verify.
Auto-ApplyEntry Level Bank Teller
Poway, CA job
Job Description
2026 Pay Scale: $19.00-$21.25
2025 Pay Scale: $19.00-$20.75
Please note, at the time of offer, your pay rate will be determined from the pay scale of your start date. For example, if your start date is in 2025, your offer will be from the 2025 pay scale shown above.
Nurture talent, fuel growth and embrace the TEAL! SDCCU's compensation philosophy is focused on ensuring employees are paid fairly and equitably without regard to race, sex, age, national origin, color, religion, or mental or physical disability. It is also our intent that our compensation program helps to attract, retain, and recognize individual contributions.
Position Summary:
Responsible for transacting business efficiently and accurately on member accounts. Participates in the promotion of the Credit Union products and services to existing and potential members. Maintain quality service standards set by the organization.
Minimum Qualifications (Education, Experience, Skills)
High school diploma or equivalent.
1 year of customer service experience.
Willingness to train and to learn how to identify members' needs to effectively offer or refer credit union products and services.
Cash handling experience preferred.
Must possess effective human relations and communication skills.
Professional appearance and demeanor.
Essential Duties and Responsibilities
Process routine member account transactions including: deposits, withdrawals, loan payments, transfers, wires, Cashier Check purchases, loan and VISA advances, lobby drop and closing accounts.
Balance cash drawer daily, process direct deposit forms, process daily mail, provide dual control to balance the cash vault.
Identify and offer products and services to members to meet their financial needs and/or refer the member to an appropriate representative or partner. Participate in campaigns, contests, member outreach efforts, meetings and one on ones with management. Meet established performance goals as assigned.
Accurately record and track all member interactions, referrals and sales, following policy and procedure and maintaining integrity in all actions
Answer basic member inquiries pertaining to their account.
Conduct routine research on member accounts as necessary or requested.
Assists members by accepting and/or completing applicable forms.
Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures.
Other Duties & Responsibilities
May be required to work weekends and/or extended hours, to include offsite events.
Perform other duties as assigned.
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl.
The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
The noise level in the work environment is usually moderate.
Monday: 8:15am-5:30pm
Tuesday-Friday: 8:30am-5:30pm
Saturday: 8:30am-2:30pm (Rotating)
Sunday: OFF
Full Time - 40 hours a week
Senior Systems Administrator (Temporary)
Tustin, CA job
We're always looking for diverse, talented, service-oriented people to join our exceptional team.
Senior Systems Administrator (Temporary)
The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.
Pay Range:
$41.79 - $62.68
Scheduled Weekly Hours:
40*This is a 12-month temporary position with the potential to convert to an FTEWhat You'll Be DoingResponsible for effective administration, configuration, installation, provisioning, monitoring and troubleshooting to ensure availability, capacity and performance of infrastructure systems is achieved. Perform assigned duties as listed in RACI model(s) under general supervision from manager. Collaborate with peers and manager on operational tasks, system enhancements and project activities.
Provide assistance for support cases escalated by Systems Administrator.
Install and configure systems to support infrastructure and applications.
Maintain configuration standards and operating procedures.
Coordinate with vendors for technical support and upgrades.
Submit and fulfill service requests.
Respond to incidents and problems.
Perform daily system monitoring, verifying the integrity and availability of all hardware, server resources, systems and key processes, reviewing system and application logs, and verifying completion of scheduled jobs.
Conduct after-hours maintenance.
Perform ongoing performance tuning, hardware upgrades, and resource optimization as required.
Gather and analyze system log files.
Apply patches and upgrades on a regular basis.
Coordinate and collaborate with teammembers and service stakeholders.
Create, change, and delete user accounts per request.
Provide first tier support at administrator level to including investigation and troubleshooting.
Perform regular systems hardening to maintain security standards.
Monitor ITSM tickets and prioritize appropriately.
Support disaster recovery and business continuity solutions, failover and testing efforts.
This position will be part of a paid on call rotation supporting the production environment 24x7x365.
Additional Job Functions
Performs other duties as assigned
Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions
Qualifications
Bachelor's Degree or equivalent years of experience required
5-7 years of system administration experience required
Microsoft MCSA preferred
Red Hat Certified Engineer preferred
IBM Certified System Administrator-AIX preferred
VMware Certified Professional preferred
Cisco Data Center UC Support Specialist preferred
Knowledge, Skills, and Abilities
Intermediate knowledge with five to six years of experience with one of more of the following Applications:
▪ Microsoft Active Directory, Microsoft Exchange, Microsoft IIS, Microsoft SQL, Microsoft Skype for Business
▪ Credit Union specific applications
▪ General back office applications
▪ Commvault, EMC Avamar or IBM Tivoli Storage Manager
▪ Solarwinds, Splunk, Upguard or other monitoring tools
Intermediate knowledge with five to six years of experience with one of more of the following Operating Systems:
▪ Windows Server
▪ Red Hat Linux
▪ IBM AIX
▪ VMware vCenter and vSphere
Intermediate knowledge with five to six years of experience with one of more of the following Compute systems:
▪ Cisco UCS B and C Class
▪ HP G Servers
▪ HP Non-stop
▪ IBM P Series
▪ Nutanix
Intermediate knowledge with five to six years of experience with one of more of the following Storage systems:
▪ EMC vMax
▪ IBM SAN Volume Controller and XIV
▪ Network Appliance FAS
▪ Pure Storage
▪ Cisco MDS
Intermediate knowledge of operating system scripting and utilities.
Intermediate knowledge of SNMP and log monitoring tools.
Intermediate knowledge of TCP/IP and OSI Model.
Intermediate knowledge of firewalls, routers and switches.
Intermediate knowledge of storage protocols; iSCSI, Fiber Channel and NFS.
Intermediate knowledge of audit and security best practices (NIST, PCI, ISO).
Intermediate knowledge of Data Center standards including cabling, fire suppression, power and safety
SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive HiringAt SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.
SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.
This organization participates in E-Verify.
Auto-ApplyFinancial Service Representative I/Personal Banker
San Diego, CA job
Job Description
What is the Pay Range?
2026 Pay Scale: $23.25-$28.50
2025 Pay Scale: $22.50-$27.75
Please note, at the time of offer, your pay rate will be determined from the pay scale of your start date. For example, if your start date is in 2025, your offer will be from the 2025 pay scale shown above.
Nurture talent, fuel growth and embrace the TEAL! SDCCU's compensation philosophy is focused on ensuring employees are paid fairly and equitably without regard to race, sex, age, national origin, color, religion, or mental or physical disability. It is also our intent that our compensation program helps to attract, retain, and recognize individual contributions.
Position Summary:
The position of Financial Service Representative I is established to provide prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, and deepening member relationships by offering Credit Union products and services to meet members' needs and increase member satisfaction. Maintain quality service standards set by the organization.
Minimum Qualifications (Education, Experience, Skills)
High school diploma or equivalent.
One year of banking experience to include: knowledge of member interviewing techniques, ability to identify and offer/refer products and services to meet members' financial needs; or 2 years of relevant finance related experience; or 6 months of SDCCU member facing work experience may be considered.
Demonstrated ability and thorough knowledge of and a willingness to actively promote products and services.
General knowledge of Credit Union and/or financial institution loan policies and procedures preferred.
Demonstrated professional human relations, communication and organizational skills.
College level math and financial calculation skills.
Basic level computer skills, including MS Office applications (Word, Excel, Outlook)
Professional appearance and demeanor.
Essential Duties and Responsibilities
Interview members and potential members to determine their financial needs and aid in selecting appropriate products and services.
Identify and offer products and services to members to meet their financial needs and/or refer the member to an appropriate representative or partner. Participate in campaigns, contests, member outreach efforts, meetings and one on ones with management. Meet established performance goals as assigned.
Accurately record and track all member interactions, referrals and sales, following policy and procedure and maintaining integrity in all actions.
Provide an exceptional service experience consistent with Credit Union standards; resolve member complaints quickly and accurately; respond to member inquiries on the phone and in person.
Responsible for keeping abreast of current policies, procedures and new products; follow new procedures.
Prepare documentation for new accounts, loans and/or card issuance, ensuring adherence to legal requirements and Credit Union policies and procedures.
Ensure loan files are complete and accurate with appropriate and thorough comments, along with recommendations to aid in loan decision.
Relay loan decision to member along with loan terms and conditions providing financial counsel and alternatives, as needed.
Provide timely closing of loans through consistent follow-up of loan approvals.
Ensure operational integrity through consistent and timely audits of loan and new account files and documentation with all member interactions.
Ensure operational integrity through consistent and timely audits of loans, new account files and obtaining proper documentation with all member interactions.
Accurately record and track all member interactions, following policy and procedure and maintaining integrity in all actions.
Participate in business development activities including participating in orientations and offsites.
Contribute to the overall branch performance by providing guidance to co-workers as directed by management.
Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures.
Other Duties and Responsibilities
Act as an MSR or Receptionist as directed by management.
Support management in community development activities.
Maintain safe deposit boxes, as applicable.
May be required to work weekends and/or extended hours, to include offsite events.
Perform other duties as assigned.
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl.
The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
The noise level in the work environment is usually moderate.
Monday-Friday: 8:00am-5:30pm
Saturday/Sunday: OFF
Full Time - 40 hours a week
Business Continuity Specialist II
Tustin, CA job
We're always looking for diverse, talented, service-oriented people to join our exceptional team.
Business Continuity Specialist II
The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.
Pay Range:
$41.79 - $62.68
Scheduled Weekly Hours:
40What You'll Be DoingSupports the development, implementation, and maintenance of the Credit Union's organizational business continuity (BC) and disaster recovery (DR) management programs and plans by gathering, analyzing, and presenting data to mitigate the impact on business operations of potential adverse conditions due to natural or structural disasters, acts of terror/war, cyber-attacks, etc. Support risk assessments, Business Impact Analysis, and reporting. Work with business and IT technical staff to develop contingencies and test recovery plans.
Supports business continuity activities and disaster recovery planning in support of the business continuity program and organizational priorities.
Provides input into the development of business continuity program policies, standards, and guidelines.
Evaluates data and reports to provide input to risk assessments and reviews continuity controls.
Collects all data to support business units on the Business Impact Analysis and related enterprise risk assessments. Provides data and risk analysis and reporting support. Provides support for the resolution of enterprise recovery issues identified during testing and actual events.
Supports business units in the review, update, and maintenance of all organizational plans under the business continuity program. Assists business units with development of alternate procedures to ensure minimum service level objectives are met during a disruption.
Reviews business continuity training and awareness campaign materials for alignment of the Business Continuity Plan and organizational plans, policies and procedures.
Participates and supports all recovery drills and exercises involving business processes, dependent applications and workaround strategies that support their plans. Responsible for accurate documentation that meets regulatory standards.
Supports management and technical staff to ensure testing and documentation is complete and meets regulatory standards.
Collects data and provides recommendations on the status of institution-wide disaster recovery management programs, including maturity models, methodologies, sourcing strategies, plans, metrics, testing contingency capabilities, reporting, and scorecards for all components of the programs.
Supports the third-party disaster recovery testing and reporting.
Provides support for the resolution of enterprise recovery issues identified during testing and actual events.
Researches data and provides analytical support for business continuity, disaster recovery, and risk assessment reports for management and regulators.
Supports testing of various communication methods, such as emergency notification tool and call trees to ensure appropriate communications during unforeseen events.
Maintains business continuity automation tools.
Understands the Credit Union environment, business operations, products and services, and critical systems.
Understands regulatory requirements and standards including: NCUA Part 748, Part 749 and related appendices, FFIEC IT Examination, ISO 22301 and ISO 27001.
Assists in the response and recovery efforts, in the event of a crisis.
Additional Job Functions
Performs other duties as assigned
Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions
Qualifications
Bachelor's Degree in Information Technology, Information Systems, Business Management or equivalent work related experience required
1-3 years experience in business continuity planning, Emergency Preparedness, disaster recovery planning, testing or training, emergency management or incident response required
1-3 years experience in information technology, project management, business analysis, risk controls, governance or related discipline experience required
ITIL Foundations preferred
ABCP or in progress required
Certified Organizational Resilience Associate (CORA) or equivalent preferred
Knowledge, Skills, and Abilities
Strong verbal, written and presentation skills. Required
Proficient in MS Office Suite (Word, Excel, PowerPoint) Required
Experience with RSA Archer Preferred
SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring
At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.
SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.
This organization participates in E-Verify.
Auto-ApplyMail Room Specialist I
San Diego, CA job
Job Description
What is the Pay Range?
2026 Pay Scale: $19.00-$22.25
2025 Pay Scale: $19.00-$21.75
Please note, at the time of offer, your pay rate will be determined from the pay scale of your start date. For example, if your start date is in 2025, your offer will be from the 2025 pay scale shown above.
Nurture talent, fuel growth and embrace the TEAL! SDCCU's compensation philosophy is focused on ensuring employees are paid fairly and equitably without regard to race, sex, age, national origin, color, religion, or mental or physical disability. It is also our intent that our compensation program helps to attract, retain, and recognize individual contributions.
Position Summary:
The position of Mail Room Specialist is established to ensure the accurate and timely handling of all incoming and outgoing letters and packages. This position will maintain quality and service standards set by the credit union and ensure the smooth functioning of the mail room.
Minimum Qualifications (Education, Experience, Skills)
High School diploma or equivalent.
6 months of working knowledge of mail room equipment and compliance with postage regulations preferred.
Excellent attention to detail.
Ability to meet deadlines.
Ability to communicate with a variety of people in a professional manner.
Ability to work under pressure and flexible with assigned duties.
Moderate computer literacy.
Essential Duties and Responsibilities
Receive, sort, and distribute all incoming branch and departmental mail, including interoffice documents.
Assist with mailing outgoing packages. Ensure that packages are labeled properly.
Assist with daily pickup and delivery services as required.
Assure security of member data and employee data by monitoring external and internal pickups and deliveries for physical security.
Accurately apply postage using dynamic postage meter.
Maintain logs for tracking outgoing and incoming mail.
Monitor mail room activity; ensure that all machine supplies are fully stocked.
Maintain daily branch bin tracking logs and ensure all bags are received as noted.
Review and update any applicable changes to mail room procedures.
Other Duties and Responsibilities
Assist with Records Management tasks:
Receive and sort Credit Union data in paper and electronic format including, but not limited to records of transactions, correspondence and branch documentation.
Accurately validate and verify data, including but not limited to credit union invoices, loan and real estate files, member records, wires, and reports.
Retrieve member statement information from Document Archival System to fulfill SSA and AVS asset verification requests.
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl.
The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
The noise level in the work environment is usually moderate.
Monday-Friday: 8:00am - 5:00pm; Saturday/Sunday: OFF
Full Time - 40 hours a week
Project Manager
Concord, CA job
ABOUT THIS ROLE:
At Pacific Service Credit Union, we uphold trustworthy practices, deliver innovative solutions, and provide exceptional support to our internal teams. Every employee contributes to operational excellence, efficiency, and compliance, driving our success and member financial well-being.
The Project Manager is responsible for implementation, execution, control, and project management of enterprise-wide strategic projects, to accelerate the achievement of project deadlines and value creation. Implement innovative approaches and solutions within and across the enterprise to achieve desired business outcomes. Consults with various business and technical partners to deliver iterative business value and achieve business strategy and objectives.
ESSENTIAL JOB FUNCTIONS:
Create project plans and manages project execution.
Communicate project status and manages data collection for Project Management Office (PMO) reporting including capacity, task duration, milestone targets, and dependencies.
Create and manage project plans that meet critical business timelines.
Lead enterprise project initiatives with moderate to high scope and complexity.
Advise leaders across the enterprise to deliver value and achieve business strategies and objectives.
Shape projects to deliver business value with shorter iterations of project delivery.
Develop appropriate communication strategies and secures commitment for project decisions, guides project teams to communicate solution vision and priorities.
Anticipate risks and proactively plan mitigation and devises solutions to project risks.
Contribute solution options and support business partner decision making to minimize the amount of project investment divergence from target outcomes.
Partner with project teams to identify opportunities for creating reusable artifacts.
Lead project team with focus on prioritizing outcomes that align with business strategy and priorities.
Manage through ambiguity; Manage and resolve conflict issues and risks to remove barriers within the project team while continuing momentum on initiatives.
Work with business owners to assess vendor products and interfaces impacted by projects and make recommendations for cost effective, efficient improvements.
Provide partners and leaders with an accurate view of challenges to adoption; recognize, clarify, and prioritize concerns.
Provide guidance, feedback, and coaching to project team members.
Assist PMO with lunch and learns, training, and development opportunities to grow the maturity of project management skills within the organization.
Take and summarize meeting notes, assign and track action items, and follow up to ensure movement on project deliverables and tasks.
Advise and train on PMO standards, templates, ways of doing business, and provide feedback and insights to PMO to aid the culture of continuous improvement.
Offer coaching and assistance to help project team think through risks to timeline, budget, scope and create solutions in advance of impacts to project delivery.
Drive innovation and continuous improvement. Foster a culture of evolution by adapting to changes, optimizing processes, and contributing to the growth and success of the organization.
Demonstrate accountability in your work by taking ownership of responsibilities, setting clear goals, meeting deadlines, and delivering high-quality results. Act with integrity, follow through on commitments, and uphold professional standards.
Support and uphold company culture by aligning your work with the credit union's mission and values, contributing to a positive, high-performing environment. Serve as a role model for professionalism, collaboration, and the pursuit of excellence.
Maintain regular and reliable attendance, including punctuality, are essential to achieving organizational excellence.
COMPETENCIES:
The following competencies are essential for success in this role:
Collaboration: Establishes and maintains effective relationships, exhibits tact and consideration, displays positive outlook and pleasant manner, offers assistance and support to co-workers, works cooperatively in group situations, works actively to resolve conflicts
Effective Communication: Expresses ideas and information in a clear and concise manner; tailors message to fit the interests and needs of the audience; delivers information in a manner that is interesting and compelling to the listener; keeps others adequately informed
Execution: Turns strategy into action, aggressively pursues challenging goals and objectives; willing to put in requisite time and effort to accomplish objectives; takes a highly focused, goal driven approach toward work; implements plans efficiently and produces desired results within a specified timeframe
Job Knowledge: Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, requires minimal supervision, displays understanding of how job relates to others, uses resources effectively
Member/Customer Focus: Displays courtesy and sensitivity, manages difficult member/internal customer situations, meets commitments, responds promptly to member/internal customer needs, solicits feedback to improve service
Problem solving: Identifies and resolves problems in a timely manner, gathers and analyzes information skillfully, develops alternative solutions, resolves problems in early stages, works well in group solving situations
Quality of work: Demonstrates accuracy and thoroughness; critically reviews work processes to ensure quality; identifies and resolves problems that could impact quality; makes sure deliverables and services meet all requirements, expectations and deadlines; does not make the same mistakes twice
These competencies are essential to upholding our values and delivering exceptional service to our internal and external members.
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REQUIRED MINIMUM QUALIFICATIONS:
Education:
Bachelor's degree in Business Administration, Accounting, Management Information Systems or Computer Science, strongly preferred. Advanced Degree in Business Administration or other related area, preferred.
Project Management Professional (PMP) certification from the Project Management Institute (PMI) or another project management certification, preferred
Experience:
Minimum five (5) years of combined experience in project analysis, coordination, and management with a minimum of 3 years of experience directly managing projects.
Experience managing moderate complexity projects end-to-end is required, preferably in a financial institution.
Experience communicating with the executive leadership team.
Ability to work independently, with minimal supervision and ability to manage multiple efforts concurrently.
Knowledge of existing credit union products, services and overall operational guidelines. Knowledge of financial products and services, especially as it relates to various delivery channels, preferred.
Ability to work quickly and under tight delivery deadlines with focus on details.
Ability to establish and maintain positive and effective work relationships with management, coworkers, and business users. Demonstrated ability to produce high quality deliverables.
Excellent verbal and written communication skills, strong problem-solving and critical thinking skills, strong organizational and time management skills. Effective collaboration of tasks across the business and technical teams.
Supportive of all decisions, choices, goals and objectives as determined by PMO leadership and Executive leadership.
Proficiency in Microsoft Office products, especially MS Word, MS Visio, and MS Powerpoint. Proficiency with project management software tools like Monday.com, Asana, Smartsheets, etc.
Ability to use logical reasoning when making objective observations, examinations, evaluations, and recommendations.
Familiarity with common contractual language and contract negotiation
OTHER INFORMATION:
Hours Required: A work schedule of Monday through Friday, generally 8 a.m. to 5 p.m. Hours may fluctuate moderately to accommodate business needs. This position is eligible for the credit union's telecommute policy.
Travel Requirements: Less than 5% local travel time required.
Work Environment: This position is based in a climate-controlled office environment with ergonomic workstations in a two-story building with an elevator. Subject to standard background noise found in an office environment. Natural light from large windows, supplemented by artificial lighting to ensure a comfortable working atmosphere.
DISCLAIMER:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice.
Programmer/Analyst II
Lbs Financial Credit Union job in Westminster, CA
Are you a solution-oriented programmer with excellent analytical skills and a proven ability to read and understand programs written by other programmers?
We'd like to welcome a Programmer/Analyst II who is responsible for the development and maintenance of custom programs developed in-house using Intersystems Cache, Microsoft .Net, and scripting languages such as Python and PowerShell. Must have a working understanding of the Intersystems Cache programming language, or .Net programming and demonstrate the ability to read and understand programs written by other programmers. Will help maintain the custom program library on the Datasafe core system, and assist with the implementation of Datasafe Service Packs. Completes requests for custom programming, and requests for System Query Language (SQL) queries and reports. Works closely with the LBS Financial Management team and the SVP Information Systems on projects, as required.
JOB REQUIREMENTS & RESPONSIBILITES
Working under the direction of the SVP Information Systems, is responsible for the analysis, coding, testing, debugging, and deployment of in-house computer programs and scripts.
Monitors Datasafe system errors and corrects them and/or reports them to Fiserv.
Works with Credit Union staff in analysis and specification gathering for new programming projects.
Participates as a team member on LBS Financial project teams, as needed.
Ensures that in-house programs contain adequate comments.
Helps maintain in-house programming documentation.
Follows LBS Financial System Development Lifecycle requirements.
Adheres to programming security best practices.
Other duties as assigned
EDUCATION & EXPERIENCE PREREQUISITES:
Minimum four years programming experience, and/or minimum four (4) years' experience as a computer operator. College Degree preferred.
Minimum two years programming experience on the Corelation Keystone core system.
Must possess good mechanical and analytical ability.
Excellent written and verbal communication skills required.
At least two years' experience programming in Java or .Net, and MS SQL required. Experience with PowerShell, Python, HTML, and JavaScript a plus.
Flexible hours and work schedule a must.
BENEFITS & TOTAL REWARDS
Medical, Dental, and Vision
Paid Holidays, Sick Time, and PTO
Defined Benefit Pension Plan
Voluntary 401(k) and Roth(k)
Insurance: Life, AD&D, LTD
Travel Assist
Rewards and Recognition Program
Educational Reimbursement
Paid Volunteer hours
Loan discounts and free branch services
Discount entertainment: movie tickets, travel, car rentals, and much more
Plus, a variety of additional voluntary benefits
PAY RANGE
In accordance with California's Pay Transparency Act, the expected salary range for this position is between:
$29.78 - $40.81
Actual pay will be determined based on a candidate's specific qualifications, including their knowledge, skills, education and experience, internal equity consideration, as well as other job-related factors permitted by law.
Note: As part of our screening process, LBS Financial conducts background investigations on candidates who are extended an offer and who agree and authorize us to do so. This investigation will include:
Employment Verifications - Employment Dates & Job Titles
Credit Report
Criminal Records Search
Social Security Search
Governmental Registries Search
Additionally, candidates must be eligible to be bonded through a fidelity bond to cover employee loss and risk.
For additional information about our Credit Union and to apply for this opportunity, please visit our website at *********************** EOE
Monday-Friday 8:30 am - 5:30 pm
Full-Time 40 hours/Week
Auto-ApplyFinancial Accountant II
San Diego, CA job
Job Description
What is the Pay Range?
2026 Pay Scale: 79,100-102,350 2025 Pay Scale: 78,700-99,500
Please note, at the time of offer, your pay rate will be determined from the pay scale of your start date. For example, if your start date is in 2025, your offer will be from the 2025 pay scale shown above.
Nurture talent, fuel growth and embrace the TEAL! SDCCU's compensation philosophy is focused on ensuring employees are paid fairly and equitably without regard to race, sex, age, national origin, color, religion, or mental or physical disability. It is also our intent that our compensation program helps to attract, retain, and recognize individual contributions.
Position Summary
The Financial Accountant II position is responsible for assisting with month-end close, preparing regulatory and financial reporting schedules, lease accounting, fixed asset accounting, tax preparation and reporting, general ledger reconciliations, and special projects. Maintains quality service standards set by the organization. Monitors, adheres to and enforces internal controls.
Minimum Qualifications (Education, Experience, Skills):
Bachelor's degree in Accounting or related degree
Three years of full cycle accounting experience with a demonstrated knowledge of advanced accounting principles.
Advanced PC skills with emphasis in spreadsheet languages, such as Excel.
Experience with automated general ledger or ERP systems.
Effective oral and written communication skills.
Essential Duties and Responsibilities
Responsible for assigned month-end closing tasks for the Credit Union and wholly-owned CUSO(s).
Responsible for preparation of the weekly FRB 2900 Report, quarterly NCUA 5300 Report, and other regulatory surveys and reports.
Responsible for lease accounting entries and reconciliation of applicable general ledger accounts to sub-ledger systems.
Responsible for all fixed asset accounting and reporting in the Credit Union and LLCs and reconciliation of applicable general ledger accounts to sub-ledger systems.
Responsible for loan participation accounting and reporting in the Credit Union and reconciliation of applicable general ledger accounts to sub-ledger systems.
Responsible for the reconciliation of assigned general ledger accounts including researching and determining the proper accounting treatment for aging items.
Responsible for researching, gathering data and preparing various tax reporting schedules in accordance with state and federal regulations.
Preparation of sales & use tax schedules
Preparation of bad debt tax refund claims
Preparation of unsecured property tax schedules
Preparation of secured property tax schedules
Create, update and maintain assigned Accounting policies and procedures.
Responsible for accounts payable review to include proper application of GAAP, general ledger coding and authorizations.
Assist independent auditors, state auditors and supervisory committee during audits and reviews.
Open, close and update the general ledger system as requested.
Lead and participate on assigned departmental and interdepartmental projects.
Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures.
Other Duties & Responsibilities:
Cross-train with and backup other positions in the Accounting department.
Perform other duties as assigned.
Comply with all established safety and security guidelines set forth by the organization.
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl.
The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
The noise level in the work environment is usually moderate.
Monday-Friday: 8:00am/5:00pm
Full Time - 40 hours a week
S.V.P/Member Services
Lbs Financial Credit Union job in Westminster, CA
Are you ready to transform a growing member base from a customer roster into an engaged, thriving community?
We are seeking an experienced and strategic leader to join our team as the Senior Vice President of Member Services . This role is responsible for the administration and coordination of activities and departments which directly impact Member services. Oversees organizational service quality performance and establishes ongoing strategies to continuously improve service results through frontline delivery channels.
JOB REQUIREMENTS & RESPONSIBILITIES
This is an on-site position located in Westminster, CA.
The SVP will be instrumental in shaping and executing strategies that elevate member experiences while ensuring operational excellence, compliance, and efficiency. They'll oversee organizational service quality performance and establishes ongoing strategies to continuously improve service results through frontline delivery channels. Holds oversight for the Credit Union's retail branch operations, investment services, compliance, and call center operations.
Provide leadership, direction, and oversight of multiple departments impacting member service.
Develop and implement policies, procedures, and service standards to enhance operational effectiveness.
Drive innovation in electronic delivery channels, payment systems, and frontline operations.
Ensure compliance with all applicable federal and state regulations, including BSA/OFAC/AML/CIP.
Lead and mentor Vice Presidents and their teams, fostering high performance and employee engagement.
Collaborate with cross-functional teams (Marketing, Accounting, HR, etc.) to support organizational initiatives.
Represent the Credit Union in member service matters, including contracts, agreements, and complaint resolution.
Partner with Internal Audit and external auditors to ensure compliance and address findings.
Monitor industry trends, regulatory changes, and economic shifts to anticipate and recommend improvements.
Please see attached Job Description for full list of responsibilities
EDUCATION/EXPERIENCE PREREQUISITES
Minimum of 8 years' progressive experience inside a financial institution, preferably a Credit Union with a demonstrated ability in the member service area. These areas include Retail Operations, Investment Services, Compliance, and Information Central (call center).
Professional with a mastery level of understanding of Credit Union philosophy.
Understanding and ability to execute on strategic direction and initiatives of LBS Financial by managing through direct reports.
Advanced knowledge and understanding of applicable rules, state and federal regulations, and guidelines for Credit Unions.
Demonstrated ability in successfully staffing the member service organization.
Experience in communication techniques, exhibited by positive verbal and strong written skills, and teamwork attitude.
Proficient in Microsoft Office and Outlook.
Ability to manage multiple projects simultaneously.
Ability to work efficiently and collaboratively with all levels of employees.
BENEFITS & TOTAL REWARDS
Medical, Dental, and Vision
Paid Holidays, Sick Time, and PTO
Defined Benefit Pension Plan
Voluntary 401(k) and Roth(k)
Insurance: Life, AD&D, LTD
Travel Assist
Rewards and Recognition Program
Educational Reimbursement
Paid Volunteer hours
Loan discounts and free branch services
Discount entertainment: movie tickets, travel, car rentals, and much more
Plus, a variety of additional voluntary benefits
PAY RANGE
In accordance with California's Pay Transparency Act, the expected salary range for this position is between:
$191,390.00 - $240,258.00
Actual pay will be determined based on a candidate's specific qualifications, including their knowledge, skills, education and experience, internal equity consideration, as well as other job-related factors permitted by law.
Note: As part of our screening process, LBS Financial conducts background investigations on candidates who are extended an offer and who agree and authorize us to do so. This investigation will include:
Employment Verifications - Employment Dates & Job Titles
Credit Report
Criminal Records Search
Social Security Search
Governmental Registries Search
Additionally, candidates must be eligible to be bonded through a fidelity bond to cover employee loss and risk.
For additional information about our Credit Union and to apply for this opportunity, please visit our website at *********************** EOE
Auto-ApplyTelecom Network Engineer
Tustin, CA job
We're always looking for diverse, talented, service-oriented people to join our exceptional team.
Telecom Network Engineer
The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.
Pay Range:
$96,110.00 - $153,777.00
Scheduled Weekly Hours:
40What You'll Be DoingResponsible for effective design, administration, configuration, installation, provisioning, monitoring and troubleshooting to ensure availability, capacity and performance of Contact Center systems, is achieved. Perform assigned duties as listed in RACI model(s) and under general direction from manager. Collaborate with peers, architects, project managers, managers and business stakeholders on design, strategy and project activities.
Support SchoolsFirst's complex telecommunications infrastructure, with a focus on one or more key functional areas: Routing and Switching, Voice & Collaboration and Contact Center
Design, install and configure systems for the telecommunications infrastructure, using best practice principles
Design and implement highly available solutions, in order to minimize repair and recovery efforts from hardware or software failures
Perform tasks to ensure system availability and reliability, including daily monitoring, ongoing performance tuning and optimization, and OS and application patching
Document Standard Operating Procedures (SOPs) for current system administration, while developing innovative and automated approaches for those processes which can be improved
Troubleshoot, resolve and provide root cause analysis of complex system and user issues, independently or through coordination with 3rd party vendor support
Collaborate with team members, service stakeholders and vendors to fulfill service and enhancement requests
Manage vendor relationships by defining objectives, maintaining regular communication and establishing KPI's to assess vendor performance
Support ongoing improvements, including periodic failover and testing efforts, of disaster recovery and business continuity solutions
Forecast, recommend, and implement capacity planning
Provide after-hours maintenance and support as needed
Provide world-class end-user service and technical support
Obtain relevant certifications based on the Certification Path identified by management
Consistently strive to make improvements to our processes and technology
Participate in regularly scheduled huddles and meetings; report on individual metrics, analyze deviations, and discuss areas of improvement with the team as a whole
On call rotation supporting the production environment 24x7x365.
Additional Job Functions
Performs other duties as assigned
Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions
Qualifications
Bachelor's Degree with a technical major, such as engineering or computer science or equivalent years of experience required
5-7 years of contact center application and IP telephony experience required
GCX-GCP Genesys Cloud CX Certified Professional preferred
GCX-GCD Genesys Cloud CX Certified Developer preferred
GCX-ARC Genesys Cloud Architect Certification
GCP-GC Genesys Cloud Certified Professional
GCD-GC Genesys Cloud Certified Developer
Knowledge, Skills, and Abilities
Advanced knowledge of UC/CC applications with 4+ years of experience with applications such as: Genesys, Cisco Unified Contact Center Enterprise, Avaya, Five9, 8x8…
Advanced knowledge of IP telephony architecture with 3+ years of practical experience with SIP trunks, SBCs, Media Gateways, FXS/FXO, Codecs…
Advanced knowledge of UC/CC technologies (e.g. IVR, APIs, ACD, WFM/WFO, Omnichannel communications…)
Advanced knowledge of voip protocols (e.g., SIP/SDP, RTP/SRTP, WebRTC, MGCP…)
Intermediate knowledge of network communication as defined by TCP/IP and OSI models
Intermediate knowledge of POTS, DS1/T1, E1, DS3, OC3, FE, GigE and 10GigE.
Intermediate knowledge monitoring tools for SNMP, packet capturing and application log files
Intermediate knowledge of operating systems, servers and storage.
Intermediate knowledge of CoS and QoS designs, configurations and support.
Intermediate knowledge of audit and security best practices (CCPA, PII, PCI DSS, ISO).
Additional Knowledge, Skills, and Abilities
• Advanced knowledge of UCaaS/CCaaS, with 2+ years of practical experience with Genesys Cloud • Support ongoing designs, implementations and management of Genesys Cloud's Contact Center solution • Monitor, analyze and report on contact center performance using analytic tools for forecasting, metrics, and KPI's. • Support capacity planning, load testing and performance tuning, to ensure optimal performance of the contact center systems. • Manage cloud services vendor(s), monitoring ticket escalations, coordinating upgrades and holding them accountable to contractual SLA's and obligations. • Collaborate with cross-functional teams to ensure successful delivery of organizational projects, which require integration through Genesys Cloud APIs • Work closely with internal departments to understand their business requirements, in order to provide customized contact center solutions.
SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring
At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.
SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.
This organization participates in E-Verify.
Auto-ApplyCollections Representative
San Diego, CA job
Job Description
2026 Pay Scale: $25.75-$33.50
2025 Pay Scale: $25.25-$32.50
Please note, at the time of offer, your pay rate will be determined from the pay scale of your start date. For example, if your start date is in 2025, your offer will be from the 2025 pay scale shown above.
Nurture talent, fuel growth and embrace the TEAL! SDCCU's compensation philosophy is focused on ensuring employees are paid fairly and equitably without regard to race, sex, age, national origin, color, religion, or mental or physical disability. It is also our intent that our compensation program helps to attract, retain, and recognize individual contributions.
Position Summary:
The position of Collections Representative is established for the collection of payment of loans issued by the credit union which have become delinquent. Maintain quality service standards set by the organization.
Minimum Qualifications (Education, Experience, Skills)
High school diploma or equivalent.
Minimum two years Collections experience in a financial institution; collecting on secured and unsecured accounts preferred. If financial institution experience is outside of a Collections Department, may consider an internal SDCCU employee with a demonstrated high level of critical thinking, consistently meeting deadlines, delivering quality work and a willingness to train and learn high level Collections functions.
Working knowledge of bankruptcy and legal procedures, dealing with delinquency control, collection procedures and skip tracing experience preferred.
Understanding of repossession procedures preferred.
On-line collection system experience preferred.
Effective communication skills, written and oral.
Ability to work effectively under pressure.
Proficient PC skills to include Word & Excel.
Essential Duties and Responsibilities
Responsible for the collection of payments of delinquent loans.
Work daily queue efficiently and effectively to facilitate contact with members to determine the reason(s) for delinquencies and assist in the development of a plan to bring their account/loan current, i.e. workouts, extensions, payment plans, etc.
Review credit reports on members overall payment history to determine probable outcome of loans.
Expire and revoke credit cards and lines of credit when necessary.
Review, create and submit files on collateral that should be repossessed.
Research member accounts when notified by member that the delinquency is due to an error; correct or reconstruct accounts as necessary.
Post loan payments and give overrides to branch personnel to rectify account status.
Skip-trace members when necessary.
Contact members regarding accounts with overdrawn ATM activity, loan payments or deposits returned NSF.
Recommend members for financial counseling.
Prepare charge-off documentation to submit loans for charge-off to management.
Other Duties and Responsibilities
Perform other duties as assigned.
Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures.
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl.
The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
The noise level in the work environment is usually moderate.
Monday-Friday: 9:00am/6:00pm with a weekday off
Saturday: 8:30am/4:00pm
Sunday/another weekday: OFF
Full Time - 40 hours a week
Residential Loan Consultant
Sacramento, CA job
TITLE: RESIDENTIAL LOAN CONSULTANT DEPARTMENT: LENDING REPORTS TO: LENDING MANAGER PAY SCALE: BASE PLUS COMMISSION
We are seeking a candidate who enjoys being of service to customers and possesses excellent communication skills for a Residential Loan Consultant position. An individual who derives satisfaction and accomplishment from assisting clients with their real estate lending needs would be successful in this position.
RESPONSIBILITIES INCLUDE:
Meeting with clients in-person to discuss their mortgage loan needs and SCU's products
Originate real estate loans from real estate agents, builders, community lending agencies, and credit union members.
Maintains and continually develops strong relationships with existing real estate professionals as referral sources for new mortgage originations.
Assist members and non-members with the loan application process to ensure required documentation is complete.
Obtain documentation and enter a well-documented loan into loan operating system.
Provides quality member service/communication, including return telephone calls, promptly and provides status of loans in process with each member and realtor on a weekly basis.
Acts as liaison between applicant and loan processing staff.
Conform to SCU, Fannie Mae, FHLMC, FHA, VA and investor guidelines and policies regarding each loan request to maximize loan quality.
Recognize possible loan policy and underwriting guideline exceptions which should be reviewed with underwriter at loan inception.
Represent SCU with active participation in approved community outreach functions/ committees for the purposes of developing new business.
Adheres to SCU's Bank Secrecy Act and Money Laundering policies and procedures
Completes and achieves an acceptable score on SCU's annual product assessment
Maintains effective communication and working relationships with all real estate sales agents, community groups, members, and co-workers
MINIMUM QUALIFICATIONS:
Bachelor's Degree or equivalent related work experience desired.
Minimum two years successful residential loan origination sales experience desired.
Minimum four years retail lending and sales experience in mortgage, banking and/or credit union financial institution is preferred.
Must register with NMLS Registry and keep registration information current.
Demonstrated ability to develop strong consumer and business partner relationships.
Possess existing real estate professional or builder base that can be leveraged immediately for quality loan applications.
Possess solid mortgage product knowledge.
Possess strong communication and member service skills.
Demonstrated ability to effectively negotiate with potential members in an articulate and well-organized manner.
Ability to work beyond or outside usual business hours.
PC skills to include word processing spread sheets and contact management software
Must be able to meet clients in person as needed.
PHYSICAL DEMANDS:
Employees may experience the following physical demands for extended periods:
Stand for long periods, up to 50% of the time.
Sit for long periods, up to 50% of the time.
View computer screen for extended periods, up to 50% of the time.
Use of telephone, up to 40% of the time
Bending/stooping to lift up to 10 pounds occasionally, up to 5% of time.
WORK ENVIRONMENT:
Customarily and regularly works more than half the working time away from the credit union's place of business
Extensive travel to meet with members, potential members, real estate officers, subdivision sales officers, etc.
Access to a normal business office environment
Our excellent benefits package includes medical, dental, vision, life insurance/AD&D, short-term and long-term disability, 401(k) and more.
It is Sacramento Credit Union's policy to hire well-qualified people. An integral part of this policy is to provide equal employment opportunity for all persons and administer hiring, working conditions, benefits and privileges of employment, compensation, training, appointments for advancement, including layoffs and recalls for all employees, without discrimination because of veteran status or disability.
Auto-Apply