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Nefcu jobs - 22 jobs

  • Call Center Representative

    Sound Credit Union 3.9company rating

    Remote or Lynnwood, WA job

    Sound Credit Union is currently seeking a Call Center Representative to join our team! If you have a passion for helping others, possess a sense of curiosity, enjoy problem-solving, value building customer relationships, and are seeking a place that offers opportunities for professional development, then a position at Sound may be the perfect fit for you. We offer a unique Call Center Progression Model that is designed to provide you advancement in your role and an increase in your salary through on-the-job training and structured compensation increases. Your Compensation: Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered and provide room for growth over time. The target salary range for this position is $21.50 - $24.00 depending on previous experience and education. The full salary range is $21.50 - $26.50. Why Work with Us: We stand by our purpose to support our members, employees, and communities through all waves of life. We pride ourselves on fostering a workplace that celebrates diversity and inclusivity, ensuring that every voice is heard and valued. Learn more about our company culture on our career's page! Your Benefits: 100% employer paid premiums for medical, dental, vision, and disability for yourself and more than 70% for dependent's premiums. 401k match dollar for dollar up to 4% - plus an additional discretionary profit share. Three weeks Paid Time Off (PTO) accrued annually to start, with increases over tenure. Up to 40 hours of employer paid Work/Life Balance time, awarded annually. 10 employer paid Federal Holidays every year. Up to 3% annual salary equivalent annual bonus may be awarded when the Credit Union meets its goals, paid each November. Up to $50/month gym/lifestyle reimbursement. Up to $5,000/year Tuition Assistance Program. Incentives for multilingual speakers. Employee Assistance Program (EAP) and Virtual Behavioral & Mental Health Services. Free and/or discounted banking services and loans. Employee Charitable Matching Program. Free ORCA pass. What You'll Do: Responsibilities: As the first point of contact in our Call Center, you will assist our members over the phone with financial transactions, respond to inquiries, build relationships, and provide information on account status, balances, and loan details to deliver exceptional member service. Requirements: One year experience in customer service required, preferably in a Call Center environment. High School Diploma or equivalent required. In addition: Must be bondable. Employer sponsorship to secure or maintain employment authorization not available. Our Hours: To best serve our members, this position requires a schedule of Monday - Friday with shifts between 8:00AM - 6:00PM and rotating Saturdays 9:00AM -1:00PM, affording a day off during the week. In this role, you will work out of our Lynnwood call center. In your role you may have the ability to combine hybrid in-person and remote work once fully trained. About Sound Credit Union... Sound Credit Union was founded in 1940 and is one of Washington State's largest credit unions. We have 26full-service branches located throughout the Puget Sound region. We live by our Guiding Principles of Make a Connection, Be a Champion, and Doing the Right Thing for our members, employees, and community. Visit our website at:careers/ to apply. The Future is in Our Hands... Sound Credit Union is proud to be an Equal Opportunity employer that values and celebrates the unique perspectives and experiences each person brings to our team. We welcome talent from all walks of life and actively foster an inclusive workplace where every team member can thrive and belong. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, veteran status, disability, age or any other protected status. We believe our differences make us stronger and are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
    $21.5-24 hourly 3d ago
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  • Business Loan Officer

    Sound Credit Union 3.9company rating

    Remote or Lynnwood, WA job

    Sound Credit Union is currently seeking a Business Loan Officer to join our team! If you have a passion for working with branch employees and business owners to help generate business services and business loans, then this position at Sound might be the ideal opportunity for you. We offer a welcoming environment with opportunities for professional growth, a passion for community involvement and great benefits to support employee wellbeing. Your Compensation: Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered and provide room for growth over time. The target salary range for this position is $113,600 - $142,000, depending on previous experience and education. The full salary range is $113,600 - $170,400. In this role you will be eligible to receive additional compensation through incentives. Why Work with Us: We stand by our purpose to support our members, employees, and communities through all waves of life. We pride ourselves on fostering a workplace that celebrates diversity and inclusivity, ensuring that every voice is heard and valued. Learn more about our company culture on our career's page! Your Benefits: 100% employer paid premiums for medical, dental, vision, and disability for yourself and more than 70% for dependent's premiums. 401k match dollar for dollar up to 4% - plus an additional discretionary profit share. Three weeks Paid Time Off (PTO) accrued annually to start, with increases over tenure. Up to 40 hours of employer paid Work/Life Balance time, awarded annually. 10 employer paid Federal Holidays every year. Up to 3% annual salary equivalent annual bonus may be awarded when the Credit Union meets its goals, paid each November. Up to $50/month gym/lifestyle reimbursement. Up to $5,000/year Tuition Assistance Program. Incentives for multilingual speakers. Employee Assistance Program (EAP) and Virtual Behavioral & Mental Health Services. Free and/or discounted banking services and loans. Employee Charitable Matching Program. Free ORCA pass. What You'll Do: Responsibilities: Develop and implement strategies for connecting with business members to build relationships, generate leads through the branch network, and engage in community activities. Manage a portfolio of business accounts, performing ongoing monitoring and annual reviews. Help generate business services and business loans, with an emphasis on Commercial Real Estate (CRE), Commercial Lines of Credit (LOC), Asset Based Loans (ABL), Commercial Term Loans and Small Business Administration (SBA) 504 and 7(a) loans. Requirements: 5 years of experience in the business lending field required, preferably in a financial institution. Bachelor's degree in business administration or related field, or equivalent experience preferred. Must have valid driver's license, reliable transportation, proof of insurance, and a clean driving history. In addition: Must be bondable. Employer sponsorship to secure or maintain employment authorization is not available. Our Hours: A hybrid schedule Monday - Friday: 8:00AM - 5:00PM, with the occasional need for afterhours work. This position works 40+ hours per week as business needs dictate. In your role you will have the ability to combine in-person and remote work. About Sound Credit Union... Sound Credit Union was founded in 1940 and is one of Washington State's largest credit unions. We have 26full-service branches located throughout the Puget Sound region. We live by our Guiding Principles of Make a Connection, Be a Champion, and Doing the Right Thing for our members, employees, and community. Visit our website at:careers/ to apply. The Future is in Our Hands... Sound Credit Union is proud to be an Equal Opportunity employer that values and celebrates the unique perspectives and experiences each person brings to our team. We welcome talent from all walks of life and actively foster an inclusive workplace where every team member can thrive and belong. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, veteran status, disability, age or any other protected status. We believe our differences make us stronger and are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
    $40k-47k yearly est. 3d ago
  • Technical Product Manager - Core Banking

    Sound Credit Union 3.9company rating

    Remote or Tacoma, WA job

    Sound Credit Union is currently seeking a Technical Product Manager - Core Banking to join our team! If you have a passion for product management and implementation, then this position at Sound might be the ideal opportunity for you. We offer a welcoming environment with opportunities for professional growth, a passion for community involvement and great benefits to support employee wellbeing. Your Compensation: Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered and provide room for growth over time. The target salary range for this position is $91,200 - $114,000 depending on previous experience and education. The full salary range is $91,200 - $136,800. Why Work with Us: We stand by our purpose to support our members, employees, and communities through all waves of life. We pride ourselves on fostering a workplace that celebrates diversity and inclusivity, ensuring that every voice is heard and valued. Learn more about our company culture on our career's page! Your Benefits: 100% employer paid premiums for medical, dental, vision, and disability for yourself and more than 70% for dependent's premiums. 401k match dollar for dollar up to 4% - plus an additional discretionary profit share. Three weeks Paid Time Off (PTO) accrued annually to start, with increases over tenure. Up to 40 hours of employer paid Work/Life Balance time, awarded annually. 10 employer paid Federal Holidays every year. Up to 3% annual salary equivalent annual bonus may be awarded when the Credit Union meets its goals, paid each November. Up to $50/month gym/lifestyle reimbursement. Up to $5,000/year Tuition Assistance Program. Incentives for multilingual speakers. Employee Assistance Program (EAP) and Virtual Behavioral & Mental Health Services. Free and/or discounted banking services and loans. Employee Charitable Matching Program. Free ORCA pass. What You'll Do: Responsibilities: Management and development of products/channels to support both employee and member experience as they interact with Sound's products, services, and processes. Manage the full product development lifecycle and work closely with vendors, internal stakeholders, and technical teams to create product and feature roadmaps, delivery strategies, product support, and communications. Requirements: 2+ years' experience in product management experience required. 2+ years' experience in technical product implementation and management required. Previous Symitar experience preferred. High School Diploma or GED equivalent required. Bachelor's degree preferred, with an emphasis in Computer Science, or Information Technology; or equivalent combination of education and experience. In addition: Must be bondable. Employer sponsorship to secure or maintain employment authorization is not available. Our Hours: A hybrid schedule Monday - Friday: 8:00AM - 5:00PM This position works 40+ hours per week as business needs dictate. In your role you will have the ability to combine in-person and remote work. This role can be based out of our Tacoma or Lynnwood corporate offices. About Sound Credit Union... Sound Credit Union was founded in 1940 and is one of Washington State's largest credit unions. We have 26full-service branches located throughout the Puget Sound region. We live by our Guiding Principles of Make a Connection, Be a Champion, and Doing the Right Thing for our members, employees, and community. Visit our website at:careers/ to apply. The Future is in Our Hands... Sound Credit Union is proud to be an Equal Opportunity employer that values and celebrates the unique perspectives and experiences each person brings to our team. We welcome talent from all walks of life and actively foster an inclusive workplace where every team member can thrive and belong. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, veteran status, disability, age or any other protected status. We believe our differences make us stronger and are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
    $91.2k-136.8k yearly 3d ago
  • Business Intelligence Data Engineer

    Sound Credit Union 3.9company rating

    Remote or Tacoma, WA job

    Sound Credit Union is currently seeking a Business Intelligence Data Engineer to join our team! If you have a passion for advancing enterprise reporting infrastructure, then this position at Sound might be the ideal opportunity for you. We offer a welcoming environment with opportunities for professional growth, a passion for community involvement and great benefits to support employee wellbeing. Your Compensation: Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered and provide room for growth over time. The target salary range for this position is $79,934 - $99,918 depending on previous experience and education. The full salary range is $79,934 - $119,902. Why Work with Us: We stand by our purpose to support our members, employees, and communities through all waves of life. We pride ourselves on fostering a workplace that celebrates diversity and inclusivity, ensuring that every voice is heard and valued. Learn more about our company culture on our career's page! Your Benefits: 100% employer paid premiums for medical, dental, vision, and disability for yourself and more than 70% for dependent's premiums. 401k match dollar for dollar up to 4% - plus an additional discretionary profit share. Three weeks Paid Time Off (PTO) accrued annually to start, with increases over tenure. Up to 40 hours of employer paid Work/Life Balance time, awarded annually. 10 employer paid Federal Holidays every year. Up to 3% annual salary equivalent annual bonus may be awarded when the Credit Union meets its goals, paid each November. Up to $50/month gym/lifestyle reimbursement. Up to $5,000/year Tuition Assistance Program. Incentives for multilingual speakers. Employee Assistance Program (EAP) and Virtual Behavioral & Mental Health Services. Free and/or discounted banking services and loans. Employee Charitable Matching Program. Free ORCA pass. What You'll Do: Responsibilities: Act as a liaison between business units to define data requirements, reporting needs, and ensure report validation. Engage with business customers to gather requirements and deliver comprehensive data acquisition solutions. Support the setup and maintenance of data warehouses, master data validation, and the creation of critical metrics and dashboards. Requirements: 2+ years of experience in a financial or business analytic/data engineering position required. Knowledge of data mining, report building, data modeling, data validation, ETL methodologies (including API data acquisition), SQL and SQL management, SSIS and stored procedures, and programming technologies (SQL, PowerShell, Python, etc.) required. Equivalent combination of work experience and related education may be considered. High School Diploma or equivalent required. Bachelor's Degree preferred. In addition: Must be bondable. Employer sponsorship to secure or maintain employment authorization is not available. Our Hours: A primarily remote schedule Monday - Friday, 8AM - 5PM with the occasional need to come to Tacoma. This position works 40+ hours per week as business needs dictate. This position is eligible for full-time remote work. About Sound Credit Union... Sound Credit Union was founded in 1940 and is one of Washington State's largest credit unions. We have 26full-service branches located throughout the Puget Sound region. We live by our Guiding Principles of Make a Connection, Be a Champion, and Doing the Right Thing for our members, employees, and community. Visit our website at:careers/ to apply. The Future is in Our Hands... Sound Credit Union is proud to be an Equal Opportunity employer that values and celebrates the unique perspectives and experiences each person brings to our team. We welcome talent from all walks of life and actively foster an inclusive workplace where every team member can thrive and belong. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, veteran status, disability, age or any other protected status. We believe our differences make us stronger and are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
    $79.9k-119.9k yearly 3d ago
  • Marketing Specialist

    Technology Credit Union 3.8company rating

    Remote or San Jose, CA job

    The Marketing Specialist for Technology Credit Union (Tech CU) reports directly to the Director of Marketing and supports the execution of marketing campaigns, content creation, channel strategy, and performance analysis to drive brand awareness, member engagement, and lead generation with a creative, data-driven, and detail-oriented approach. Responsibilities Essential Duties: Assists in the development and execution of integrated marketing campaigns across digital, social, email, and traditional channels. Collaborates with cross-functional teams and agency partners to create compelling content, including email, newsletters, paid media, social media posts, and promotional materials. Monitors and reports on campaign performance using tools like Google Analytics, HubSpot, or similar platforms. Conducts market research and competitive analysis to identify trends, opportunities, and areas for improvement. Supports Search Engine Optimization/Search Engine Marketing (SEO/SEM) strategies and influences website content updates. Coordinates with external vendors and agencies to ensure marketing campaigns are on time and accurate. Oversees Member Satisfaction/Net Promoter Score survey program. Ensures all marketing materials are compliant and have legal approval. Partners with Data Management and Analytics team to analyze member behaviors and campaign performance. Maintains and updates the marketing calendar to ensure timely execution of campaigns. Leads, implements and measures various marketing workflows that drive brand awareness, membership growth and engagement by partnering with Data Management and Analytics team through test and learn processes. Collaborates and liaisons with lines of business partners to ensure product and promotion priorities align with marketing campaigns. Manages marketing requests via the internal ticket system. Assists the Marketing Director with additional support as needed. Other Duties: Performs other related duties as assigned or associated with the responsibility. Builds presentations for various levels of stakeholders across Tech CU to report out on campaign performance and gain buy in on marketing plans. Works with key stakeholders and agencies to complete monthly briefs, ensuring alignment with marketing and business goals. Work Schedule Full-time; typically 40+ hours/week Flexible within core business hours, M-F Occasional extended early morning or late evening hours, and weekends, typically with advance notice Workplace Essentials Supports Tech CU's Mission and Vision and consistently demonstrates Tech CU's Values (Accelerate, Collaborate, Innovate and Cultivate). Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans. Complies with Tech CU policies and procedures. Upholds employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace. Complies with requirements imposed by federal, state and local regulatory agencies. Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors. Qualifications Education: Bachelor's degree in Marketing or related field. Experience: 4+ years of relevant experience in the financial services industry with knowledge of and demonstrable results in consumer branding, advertising, acquisition, and marketing programs/campaigns. Web design (HTML) and/or project management software (such as JIRA) experience is a plus. Knowledge/Skills/Abilities: Good knowledge of current trends and financial products and services (mortgage, home equity line of credit, auto loan, credit card, checking/savings accounts, bill pay, online and mobile banking, etc.), pricing, credit union/bank compliance requirements, as well as the competitive landscape. Strong ability to think strategically and execute tactics with a bias toward action. Strong interpersonal skills with the ability to collaborate, facilitate constructive discussion and challenge opposing viewpoints when necessary. Great program development and project management skills. Strong organizational skills with the ability to multi-task. High professional working proficiency in both spoken and written US English, essential for formal written and digital communications, reports, and presentations. Meticulous attention to detail. Skilled, proactive business partner; able to communicate clearly, set appropriate expectations and build solid partnerships. Thrives on the challenge of managing competing deadlines for multiple projects-across several internal constituents and external vendors. Ability and willingness to pivot across multiple projects and initiatives involving different departments and contacts with ease. Strong visual sense with the ability to evaluate graphic layouts for style, impact, and brand alignment. Proficient in Microsoft Office. Strong work ethic, positive attitude, and self-starter. Believes in Tech CU's mission. Licensing/Certifications: None required. Travel: May be required to visit Tech CU locations outside of headquarters, typically with advance notice. Will be required to occasionally attend offsite meetings or events, typically with advance notice. Typical Working Conditions: Office environment with interaction with a variety of internal and external parties. May work remotely as determined by business need and individual performance. Equipment Used: Routinely uses standard office equipment, including computer, phone, copier and other devices. Physical Requirements: Speaking and listening to interact with internal and external parties in person or via phone Reading a computer screen and performing keyboarding tasks for up to 70% of the day Sitting at desk and/or conference table for extended periods of time Mobility to attend meetings within office building and offsite EQUAL EMPLOYMENT OPPORTUNITY Technology Credit Union is an Equal Opportunity Employer. All qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Pay and Benefits Position Grade: 105 Salary Range: minimum-$83,500, midpoint-$99,000, maximum-$114,500 Work Location: The salary range listed is based on working in San Jose, CA. If you work remotely, your salary will be adjusted based on your geographic location. Typical Starting Pay: Most new hires start between the minimum and midpoint of the range (adjusted for work location if applicable), based on experience and qualifications. Bonus Potential: Target 10% of base salary based on company and individual performance Tech CU is a pay-for-performance organization. We benchmark base pay to the 50th percentile of our market and offer incentive-based compensation tied to individual and company goals. Tech CU offers a comprehensive benefits package, including: Health Coverage: Medical, dental, and vision plans Income Protection: Life and disability insurance Retirement: 401(k) plan with company match Paid Holidays: 12 days annually Paid Time Off (PTO): Accrues at 7.08 hours per bi-weekly paycheck (approximately 23 days per year) Increases with length of service Voluntary Time Off (VTO): 8 hours annually for full-time employees to support charitable organizations Additional Benefits: Flexible Spending Accounts Employee-paid voluntary benefits Leaves of absence in compliance with state and federal regulations
    $83.5k-114.5k yearly Auto-Apply 45d ago
  • Processor (REMOTE)

    Member First Mortgage 3.8company rating

    Remote or Grand Rapids, MI job

    Job Description: Processor Fully Remote Member First Mortgage is seeking a Processor to join our growing Processing team. This is an excellent opportunity to join our award-winning team which has been recognized as Best and Brightest companies to work for in the nation! In this role you will be responsible for providing clerical support for all mortgage loan processing activities. Obtains and verifies necessary information and prepares documents for underwriting and closing review. Founded on the credit union philosophy of 'People Helping People', we have become the trusted full-service mortgage provider to over 200 credit unions across the U.S. This philosophy, along with our core values of honesty and integrity, make careers with Member First Mortgage dynamic and rewarding through our friendly and family-oriented culture that is dedicated to the growth and success of our employees. Benefits We Offer: Generous and competitive healthcare packages Employer paid short-term and long-term disability Employer paid Life Insurance 100% Employer paid Vision 401K Plan with match 20 days PTO - no waiting periods! Fun, laid back, and collaborative team environment. Responsibilities: Reviews new residential loan application files to verify that application data is complete and meets Company standards, including type and amount of mortgage, borrower assets, liabilities, and length of employment. Clarifies missing or questionable information and tracks development of information to ensure compliance with underwriting guidelines. Clears prior to funding conditions. Communicates status of loans to buyer, seller, realtor, credit union and title company. Resolves or refers requests and problems promptly and courteously. Calls or writes credit bureau and employer to verify accuracy of information. Orders and follows up on essential third-party items from vendors (i.e., appraisal, title, flood certificate, written verification of income/employment, payoffs, etc.). Records data on status of loans, including number of new applications and loans approved, canceled, or denied. Prepares monthly status report. Experience: One to three years of experience in mortgage loan processing. Education: (1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g. information technology certifications in lieu of a degree). Other Skills: Understanding of the mortgage loan processing functions, including FHA/VA and conventional lending. Knowledge of mortgage related requirements, procedures, and underwriting criteria. Ten key calculator, typewriter and keyboard skills. Good basic math skills. Well organized. Physical Requirements: While performing the duties of this job, the employee is regularly required to sit, stand, and walk. The employee must occasionally lift and/or move up to 10 pounds. The employee is frequently required to spend extended hours in front of a computer screen, use hands and fingers, and to speak in and listen carefully on the telephone. Work Environment: Schedule: Monday through Friday, 8:30am - 5pm EST. While performing the duties of this job, the employee regularly works in a remote and/or in office setting. If you are looking for a company that is dedicated to your success and is ethically motivated to provide exceptional member service, we encourage you to apply!
    $31k-39k yearly est. 13d ago
  • AVP, Market Development Manager

    Technology Credit Union 3.8company rating

    Remote or San Jose, CA job

    The AVP, Market Development Manager (AVP, MDM) develops and acquires business through outside sales activities within their assigned Territory and as needed in other territories. The incumbent promotes the overarching organizational objectives of exceeding goals, delivering stellar service, building brand awareness and growing Technology Credit Union (Tech CU) membership, deposits, and loans through, among other methods, outreach to Member Companies, mortgage brokers, community development agencies and business/civic leaders. The AVP, MDM is responsible for developing direct and indirect sales growth including but not limited to mortgage and auto lending. In addition, conducts sales presentations, enrolls new companies/community organizations as strategic partners, and establishes ongoing 12-month calendar of business development/relationship management events in their territory. Responsibilities Essential Duties Sales and Service Within the Territory of responsibility, Communicates the enterprise-wide message and builds Tech CU brand awareness within the target market, i.e. the tech ecosystem, community development agencies. Develops and implements a strategic plan to optimize the business opportunities for assigned Tech CU profit centers with a focus on achieving and exceeding all goals. Delivers Educational Workshops, using digital/virtual platforms and in person, to acquire business, raise awareness of Tech CU products/services, and its brand. Sells and processes, Tech CU's products & services in person and via Virtual Branch Collaborates with internal partners to optimize outreach efforts. Connects and develops relationships with key employers as well as business and civic leaders in the territory. Establishes and expands partnerships with mobility management organizations, benefits brokers, realtors, mortgage brokers, Certified Public Accountants (CPAs), etc. Develops, maintains, and expands relationships with existing and prospective Member Companies, and community organizations that allow optimal acquisition opportunity. Participates in community organizations and events aligned with Tech CU's organizational objectives. Utilizes social media channels to promote events and engage community and Tech CU membership. Maintains current industry, competitive and product knowledge. Develops and nurtures a network of referral sources and business contacts. Communicate sales results to own manager for inclusion in territory management reports. Works under general supervision from leadership. May offer periodic coaching to other less experienced staff. Schedule Full-time; 40+ hours/week Flexible within core business hours, M-F (or as directed by management) Occasional extended early morning or late evening hours, and weekends, typically with advance notice. Workplace Essentials Supports Tech CU's Mission and Vision and consistently demonstrates Tech CU's Values (Accelerate, Collaborate, Innovate, & Cultivate). Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans. Complies with Tech CU policies and procedures. Upholds employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace. Complies with requirements imposed by federal, state and local regulatory agencies. Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors. Qualifications Education: Bachelor's Degree in related business discipline or equivalent work experience. Experience: 7+ years of experience in related disciplines products, policies and procedures. 3+ years of outside sales or business development experience. Knowledge/Skills/Abilities: Strong leadership and sales acumen. Solid time and project management skills. Solid ability to self-manage priorities. Self-motivated and goal driven. Strong knowledge of financial products and services, the financial services industry and the competitive landscape. Proficient in Microsoft Office products Solid knowledge and fluency in utilizing digital/virtual platforms to meet with internal/external contacts. Strong knowledge and ability to facilitate workshops/seminars in-person and virtually Positive disposition. Solid team orientation. Strong commitment to make excellence a habit. Strong written, verbal and presentation skills. Highly adaptive and open to changes as the organization grows and its needs evolve. Licensing: Upon employment, must enroll and maintain registration with Nationwide Multistate Licensing System (NMLS) under Tech CU's company registration. Travel: Frequent travel by car within assigned territory to attend meetings/events or develop business. Holds a clear and valid driver license valid in assigned territory. Possesses current automobile insurance. Occasional travel to corporate headquarters in San Jose and/or other locations to attend offsite training, meetings or events, typically with advance notice. Infrequent overnight travel may be required, with advance notice. Typical Working Conditions: Outside sales, business development, and office environment with interaction with a variety of internal and external parties. May work remotely as determined by business need and individual performance. Equipment Used: Routinely uses standard office equipment, including computer, phone, copier and other devices. Physical Requirements: Walk/travel 60-80% of the time to develop business. While in the office (headquarters, branch or remote office) may sit 20-40% of the time. Keyboard and read computer screen for 75% of time during which one is seated. Ability to lift items up to 25 lbs. EQUAL EMPLOYMENT OPPORTUNITY Technology Credit Union is an Equal Opportunity Employer. All qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Pay and Benefits Position Grade: 106 Salary Range: minimum-$97,000, midpoint-$116,000, maximum-$135,000 Work Location: The salary range listed is based on working in San Jose, CA. If you work remotely, your salary will be adjusted based on your geographic location. Typical Starting Pay: Most new hires start between the minimum and midpoint of the range (adjusted for work location if applicable), based on experience and qualifications. Bonus Potential: Target 10% of base salary based on company and individual performance Tech CU is a pay-for-performance organization. We benchmark base pay to the 50th percentile of our market and offer incentive-based compensation tied to individual and company goals. Tech CU offers a comprehensive benefits package, including: Health Coverage: Medical, dental, and vision plans Income Protection: Life and disability insurance Retirement: 401(k) plan with company match Paid Holidays: 12 days annually Paid Time Off (PTO): Accrues at 7.08 hours per bi-weekly paycheck (approximately 23 days per year) Increases with length of service Voluntary Time Off (VTO): 8 hours annually for full-time employees to support charitable organizations Additional Benefits: Flexible Spending Accounts Employee-paid voluntary benefits Leaves of absence in compliance with state and federal regulations
    $97k-135k yearly Auto-Apply 60d+ ago
  • Azure Solution Architect

    Technology Credit Union 3.8company rating

    Remote or San Jose, CA job

    The Azure Solution Architect performs design work for large and complex software projects, and the interfaces between them. This position drives adherence to standards, processes, and policies and creates architecture designs and documentation for Technology Credit Union (Tech CU). Additionally, the incumbent performs application architecture, network topology, and infrastructure strategies to support business needs and ensure reliability. Collaborating with development and operations teams, they guide implementation of cloud-native solutions and DevOps practices. Responsibilities Essential Duties Application Architecture Designs and implements cloud-native applications using Azure services such as App Services, Azure Functions, Azure Kubernetes Service (AKS), and Logic Apps. Defines microservices architecture, API management strategies, and integration patterns. Ensures application scalability, performance, and security through best practices and design patterns. Collaborates with development teams to guide solution implementation and DevOps practices. Network Architecture Architects secure and scalable network topologies using Azure Virtual Networks, Subnets, Network Security Groups (NSGs), User Defined Routes (UDRs), and VPN Gateways. Designs hybrid connectivity solutions including ExpressRoute, Azure Firewall, and Private Endpoints. Implements network segmentation, traffic flow control, and secure access strategies. Optimizes network performance and reliability across distributed environments. Infrastructure Architecture Leads the design of infrastructure solutions using Azure IaaS and PaaS offerings. Defines compute, storage, and backup strategies using VMs, Azure Disks, Blob Storage, and Azure Site Recovery. Implement high availability and disaster recovery architectures. Ensure compliance with enterprise governance, cost management, and monitoring standards. Work Schedule Full-time; typically, 40+ hours/week Flexible within core business hours, M-F Occasional extended early morning or late evening hours, and weekends, typically with advance notice Workplace Essentials Supports Tech CU's Mission and Vision and consistently demonstrates Tech CU's Values (Accelerate, Collaborate, Innovate and Cultivate). Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans. Complies with Tech CU policies and procedures. Upholds employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace. Complies with requirements imposed by federal, state and local regulatory agencies. Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors. Qualifications Education: Bachelor's Degree in Computer Science or equivalent experience. Experience: 8+ years of experience in IT architecture, with 5+ years focused on Azure cloud solutions, including: Strong expertise in Azure services across compute, networking, storage, and security. Proven experience designing enterprise-scale solutions with high availability and performance. Hands-on experience with Infrastructure as Code (IaC) using ARM templates, Bicep, or Terraform. Familiarity with continuous integration/continuous delivery (CI/CD) pipelines and DevOps practices using Azure DevOps or GitHub Actions. Deep experience in .NET Framework, .NET CORE and MS SQL Server and principles of REST APIs and OPEN API Specification. Hands-on experience in front end technologies like Angular, React and other front-end frameworks. Hands-on experience in developing web forms, REST API & Server side code using C# in .net Stack. Strong expertise in solution architecture including web services, relational and non-relational databases, front-end and/or back-end technologies. Working experience with Azure DevOps, CI/CD, release pipelines, and builds preferred. Finance industry experience is a plus. Knowledge/Skills/Abilities: Excellent verbal and written communication skills. Excellent stakeholder management skills. Strong ability to create design overviews for systems, educate others on design of solution and standards, review code and provide constructive feedback on improvement, research and recommend changes in software development standards and processes. Strong knowledge of one of the cloud technology AWS/AZURE/GCP. Good working knowledge of application security, such as Multifactor Authentication (MFA), x509 Certificates, SSL, SAML, encryption, etc. Strong understanding of networking capabilities, including load balancers, web application firewalls, network access control lists (NACLs), security groups, routing, tracing, and DNS resolution for building proficient and secure solutions. Strong knowledge of open-source technologies such as Kubernetes Docker and Kafka. Solid ability to contribute to multiple project/demands simultaneously. Good ability to solve key technical issues while also designing and implementing solutions to move operations into the cloud. Highly motivated and passionate about the adoption of the cloud and mentoring other team members. Strong analytical and presentation skills. Highly adaptive and open to changes as the organization grows and its needs evolve. Licensing/Certifications: Microsoft Certified: Azure Solutions Architect Expert Microsoft Certified: Azure Network Engineer Associate The Open Group Architecture Framework (TOGAF) or other enterprise architecture frameworks Travel: May be required to occasionally attend offsite training, meetings or events, typically with advance notice. Overnight travel unlikely. Typical Working Conditions: Office environment with interaction with a variety of internal and external parties. May work remotely as determined by business need and individual performance. Equipment Used: Routinely uses standard office equipment, including computer, phone, copier and other devices. Physical Requirements: Ability to sit 70% of the day. Keyboard and read computer screen for 70% of time during which one is seated. EQUAL EMPLOYMENT OPPORTUNITY Technology Credit Union is an Equal Opportunity Employer. All qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Pay and Benefits Position Grade: 109 Salary Range: minimum-$154,000, midpoint-$188,000, maximum-$222,000 Work Location: The salary range listed is based on working in San Jose, CA. If you work remotely, your salary will be adjusted based on your geographic location. Typical Starting Pay: Most new hires start between the minimum and midpoint of the range (adjusted for work location if applicable), based on experience and qualifications. Bonus Potential: Target 20% of base salary based on company and individual performance Tech CU is a pay-for-performance organization. We benchmark base pay to the 50th percentile of our market and offer incentive-based compensation tied to individual and company goals. Tech CU offers a comprehensive benefits package, including: Health Coverage: Medical, dental, and vision plans Income Protection: Life and disability insurance Retirement: 401(k) plan with company match Paid Holidays: 12 days annually Paid Time Off (PTO): Accrues at 7.08 hours per bi-weekly paycheck (approximately 23 days per year) Increases with length of service Voluntary Time Off (VTO): 8 hours annually for full-time employees to support charitable organizations Additional Benefits: Flexible Spending Accounts Employee-paid voluntary benefits Leaves of absence in compliance with state and federal regulations
    $154k-222k yearly Auto-Apply 45d ago
  • Principal Process and Business Analyst

    Technology Credit Union 3.8company rating

    Remote or San Jose, CA job

    The Principal Process and Business Analyst plays a critical role in shaping Technology Credit Union's (Tech CU) enterprise approach to process optimization, knowledge management, business requirements, and user acceptance testing governance. This role serves as the functional owner for Tech CU's process catalog and knowledge management strategy, ensuring that Tech CU's people, processes, systems, and data are aligned to deliver efficient, member-centric services. The incumbent acts as a bridge between business stakeholders, technical teams, and vendors, and helps shape solutions that improve operational performance, enhance knowledge sharing, and create a culture of continuous learning and innovation. Responsibilities Essential Duties Enterprise Knowledge Management (KM) Maintains and enhances the enterprise process catalog in partnership with the lines of business and the enterprise risk management team. Participates in KM Strategy discussions, vendor evaluations, RFP processes, and contract negotiations including providing requirements and evaluation criteria. Designs, implements, and maintains a KM framework that captures, organizes, and makes business policies, procedures, job aids, FAQs, and best practices are centrally available, well-maintained, and consistently adopted. Partners with IT and vendor teams to integrate KM systems with chatbots, member self-service portals, and employee tools, ensuring a seamless experience across channels. Establishes governance for KM content lifecycle (creation, approval, versioning, archiving) and drives adoption across departments. Defines and tracks KM KPIs (usage, adoption, accuracy, and impact on member/employee efficiency). Business Analysis & Requirements Governance Contributes to the business requirements lifecycle, establishing enterprise standards for elicitation, documentation, traceability, and sign-off. Oversees requirements for assigned projects, ensuring alignment with enterprise goals, business owner needs, and agile project management frameworks. Serves as the enterprise liaison between business stakeholders, IT, and vendors, ensuring requirements translate into effective solutions. Governs and maintains Tech CU's repository of business requirements, UAT artifacts, and process documentation. User Acceptance Testing (UAT) Oversight Participates in defining Tech CU's UAT governance framework and measure its effectiveness, including test planning, script creation, execution oversight, defect triage, and sign-off. Owns the UAT for assigned projects. Process Optimization & Continuous Improvement Applies methodologies such as Lean, Six Sigma, and value stream mapping to identify inefficiencies, streamline workflows, and improve member and employee experiences. Program-manages company-wide process improvement opportunities and related efforts. Supports business units in defining process KPIs, measuring outcomes, and embedding continuous improvement practices into daily operations. Work Schedule Full-time; typically, 40+ hours/week Flexible within core business hours, Pacific Time, M-F Occasional extended early morning or late evening hours, and weekends, typically with advance notice Workplace Essentials Supports Tech CU's Mission and Vision and consistently demonstrates Tech CU's Values (Accelerate, Collaborate, Innovate and Cultivate). Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans. Complies with Tech CU policies and procedures. Upholds employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace. Complies with requirements imposed by federal, state and local agencies. Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors. Qualifications Education: B.S. Degree in Business, Project Management, MIS, Computer Science, or related area (or equivalent experience). Experience: 8+ years in business analysis, knowledge management, or process improvement roles. 5+ years designing and implementing knowledge management frameworks or platforms. 5+ years leading requirements management and UAT governance across complex projects. 3+ years applying process improvement methodologies, such as Lean, Six Sigma, DMAIC (Define, Measure, Analyze, Improve, Control), and value stream mapping. Familiarity with financial institution operations and systems is strongly preferred. Knowledge/Skills/Abilities: Advanced expertise in knowledge management frameworks and content governance models. Strong business analysis and process modeling skills; able to translate complex needs into actionable solutions. Advanced facilitation, communication, and presentation skills across all organizational levels. Strong proficiency with Business Analysis (BA) and UAT tools (JIRA, Confluence, ALM, SharePoint, KM platforms). Solid familiarity with change management methodologies, such as ADKAR (Awareness, Desire, Knowledge, Action, Reinforcement) and Kotter, to drive adoption. Strong analytical skills to measure process impact and knowledge usage. Comfortable managing vendors, platforms, and external consultants. Strong knowledge of SDLC (Software Development Life Cycle) and agile practices to align process and knowledge requirements with development cycles. Strong analytical skills to quantify process impacts and measure knowledge usage. Solid ability to coach and mentor colleagues on process improvement and knowledge management best practices. Licensing/Certifications: Lean Six Sigma certification (Green or Black Belt preferred). Knowledge Management or Process Excellence certifications (e.g., APQC, AIIM) a plus. CBAP, PMI-PBA, or ISTQB certification a plus. Travel: May be required to periodically attend offsite training, meetings or events, typically with advance notice. Typical Working Conditions: Office environment with interaction with a variety of internal and external parties. May work remotely as determined by business need and individual performance. Equipment Used: Routinely uses standard office equipment, including computer, phone, copier and other devices. Physical Requirements: Typical office environment with frequent sitting, walking and standing. Ability to sit ~85% of the day. Ability to keyboard and read computer screen for ~65% of the time during which one is seated. Ability to work 40 hours per week with some weeks requiring extra hours, including weekends and evenings, to complete projects (if required). EQUAL EMPLOYMENT OPPORTUNITY Technology Credit Union is an Equal Opportunity Employer. All qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Pay and Benefits Position Grade: 108 Salary Range: minimum-$132,000, midpoint-$160,000, maximum-$188,000 Work Location: The salary range listed is based on working in San Jose, CA. If you work remotely, your salary will be adjusted based on your geographic location. Typical Starting Pay: Most new hires start between the minimum and midpoint of the range (adjusted for work location if applicable), based on experience and qualifications. Bonus Potential: Target 15% of base salary based on company and individual performance Tech CU is a pay-for-performance organization. We benchmark base pay to the 50th percentile of our market and offer incentive-based compensation tied to individual and company goals. Tech CU offers a comprehensive benefits package, including: Health Coverage: Medical, dental, and vision plans Income Protection: Life and disability insurance Retirement: 401(k) plan with company match Paid Holidays: 12 days annually Paid Time Off (PTO): Accrues at 7.08 hours per bi-weekly paycheck (approximately 23 days per year) Increases with length of service Voluntary Time Off (VTO): 8 hours annually for full-time employees to support charitable organizations Additional Benefits: Flexible Spending Accounts Employee-paid voluntary benefits Leaves of absence in compliance with state and federal regulations
    $132k-188k yearly Auto-Apply 39d ago
  • Business Development Officer

    Navigator Credit Union 3.9company rating

    Remote or Gautier, MS job

    Apply Description Navigator Credit Union is looking for a full-time Business Development Officer for our Mississippi region. If you're a connector, a strategist, and a relationship-builder who thrives in the field and loves helping communities succeed-we'd love to meet you! We encourage all interested, qualified candidates that enjoy working in a fast paced environment to apply. We provide paid vacation after 90 days, paid holidays, 401k with a company match, medical, referral bonus, and several other benefits after 30 days employment for our team members including incentive opportunities. Navigator Credit Union is an Equal Opportunity Employer. Navigator does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. About the Role As a Business Development Officer, you'll lead Navigator Credit Union's efforts to build strategic partnerships and deepen our presence with key employers and community markets. You'll be responsible for growing our visibility, generating engaged new members, and driving adoption of products and services through employer and community partner channels. You'll work closely with branch leadership and cross-functional teams to execute strategic business development plans-delivering measurable growth while championing the credit union's mission of empowering financial well-being. REMOTE WORK ELIGIBILITY AND REQUIREMENTS: This position is eligible for remote work. The decision to allow for remote work is within the sole discretion of NCU, and may not be offered to all employees. Team members who receive approval for remote work will need to read “Policy 6140: Remote Access” and sign the “Employee Device Policy Acknowledgement Form”. Employees working remote are expected to work in an environment that is free from distractions. Employees are also expected to follow all company policies at home, just as if you were in the office, taking special care to lock their computer during times it's not being used. The employee will work with their manager to establish a schedule for in and out of office work. Employees are expected to be able to be available to come into the office at any time during a normal shift, if requested by their manager. In addition, webcams are expected to be uncovered at all times during the working day. Webcams are expected to be used any time an employee is in a meeting. The employee will also need to have internet speed of at least 100Mbps of download speed and 10Mbpd of upload speed of dedicated internet bandwidth. Key Responsibilities Strategic Growth & Partnerships Develop and execute business development strategies that drive new, engaged member growth in assigned community markets. Identify, establish, and nurture high-value relationships with local employers, community leaders, and organizations aligned with Navigator Credit Union's mission. Collaborate with the Business Development Manager and branch teams to activate business plans and ensure local market success. Relationship Management Lead regular engagement with key partners-providing updates, addressing needs, and demonstrating the value of the credit union relationship. Serve as the primary liaison for partner organizations, fielding requests, coordinating activities, and representing Navigator Credit Union with professionalism and care. Prepare and deliver strategic business reviews to SEG and community leaders, internal stakeholders, and the Navigator Credit Union management team. SEG/Community Engagement & Outreach Plan, promote, and execute financial education sessions, on-site events, and targeted campaigns that drive member acquisition and deepen partner engagement. Collaborate with marketing and product teams to tailor outreach strategies for specific segments, especially non-members. Represent Navigator Credit Union at events, industry conferences, and local business forums. Leadership & Internal Collaboration Communicate regularly with branches and internal teams-providing updates, sharing insights, and aligning on member experience goals (including NPS and loyalty). Oversee community business development budget and assess ROI of partner programs and outreach efforts. Operational Excellence Ensure technology, promotional tools, and engagement materials are current and aligned with partner needs. Leverage data to identify trends, uncover opportunities, and recommend strategic adjustments. Stay informed on financial services trends, community developments, and competitor activity. Qualifications & Experience Bachelor's degree preferred (or equivalent experience). 5+ years of business, sales, or relationship management experience Prior experience in financial services or business development strongly preferred. Strong presentation, communication, and stakeholder engagement skills. Proven ability to manage multiple initiatives, analyze results, and adapt strategies. High integrity, self-motivated, and solutions-oriented mindset. Tech-savvy with comfort in using CRM platforms, Microsoft Office, and digital tools. Ability to travel locally and work occasional evenings/weekends as needed. High school degree or GED required. Why Join Navigator Credit Union's Team Be part of a purpose-driven organization making a real difference in people's lives. Competitive compensation and performance-based bonuses. Comprehensive health and retirement benefits. Professional development, growth opportunities, and a collaborative team culture. A flexible, modern workplace where innovation and impact thrive. INTERPERSONAL SKILLS A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance. Able to use database, spreadsheet and word processing software suites to record and maintain records, with customer contact as necessary via form correspondence. · Able to learn and retain knowledge in depth for all debit card and ATM adjustment function; to follow Credit Card and ATM network regulations and comply with FRB Regulation E to limit potential liability for the Credit Union. · Able to multi task in a fast paced environment. · Must be a self-starter that is service focused for both internal and external members. · Ability to work both individually and as part of a team. · Above average communication skills both verbal and written and proven ability to work effectively with members to solve issues and advise. ADA Requirements PHYSICAL REQUIREMENTS Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 20 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including computer terminal and keyboard, microfiche reader, telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of travel by automobile (as driver and passenger), commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities. Must be capable of regular, reliable and timely attendance.
    $45k-74k yearly est. 2d ago
  • Investor Reconciliations & Reporting Specialist- HYBRID

    Member First Mortgage 3.8company rating

    Remote or Grand Rapids, MI job

    Member First Mortgage is seeking an Investor Reconciliations & Reporting Specialist to join our Accounting team! If you enjoy working with large data sets, have a strong understanding of mortgage servicing and investor reporting, and take pride in accuracy and compliance, this could be the opportunity for you. In this role, you will manage investor reporting and accounting activities for government-sponsored enterprises (GSEs) such as Fannie Mae, Freddie Mac, and Ginnie Mae, as well as credit unions and other private investors. You'll ensure compliance with investor guidelines, prepare accurate reports, reconcile accounts, and support remittance processes, while assisting with other accounting functions as needed. This is an excellent opportunity to join a collaborative team with opportunities for growth in a dynamic, fast-paced environment. Founded on the credit union philosophy of “People Helping People,” Member First Mortgage provides full-service mortgage solutions to over 200 credit unions nationwide. Our commitment to honesty, integrity, and exceptional member service ensures a supportive, collaborative, and rewarding workplace for our employees. Benefits We Offer Generous and competitive healthcare packages Employer-paid short-term and long-term disability Employer-paid life insurance 100% employer-paid vision coverage 401(k) with match 20 days PTO - no waiting period Fun, collaborative, team-focused environment Responsibilities Manage accounting and reporting for GSEs, credit unions, and other investors, ensuring compliance with all investor guidelines Submit daily remittances and process reporting edits accurately and on time Calculate and post daily servicing income Perform MOD audits for GSE and credit union portfolios Reconcile GSE and investor accounts monthly, researching and resolving discrepancies Process loan transfers and audits for GSE and credit union portfolios Manage subservicing origination billings, process invoices, and handle repurchase transactions Reconcile servicing accounts and process loan inactivations monthly Resolve investor-related issues promptly and professionally Prepare and maintain supporting documentation for audits and compliance reviews Assist with month-end and year-end closing activities Support other accounting areas as needed Perform additional duties as assigned Experience 1-3 years of experience in mortgage servicing, investor reporting, or accounting is required. Experience with GSEs (Fannie Mae, Freddie Mac, Ginnie Mae) or private investors is strongly preferred. Education Associate degree in Accounting, Finance, or a related field is required. Additional relevant certifications or training are a plus. Required Skills Strong knowledge of investor reporting requirements and GSE guidelines Proficiency in Microsoft Excel, including PivotTables, VLOOKUP, and formulas Experience working with large data sets Strong understanding of loan-level reporting, remittance processes, and reconciliation Excellent attention to detail, problem-solving skills, and organizational ability Strong communication and interpersonal skills Ability to manage multiple priorities and meet strict deadlines Adaptable, proactive, and motivated with a positive attitude and professional demeanor Ability to work collaboratively in a team environment Physical Requirements Ability to sit for extended periods, work at a computer, and handle light office tasks. Must be able to lift up to 10 pounds occasionally. Work Environment Hybrid office setting with opportunities for growth and collaboration. If you are looking for a company that is dedicated to your success and is ethically motivated to provide exceptional member service, we encourage you to apply!
    $53k-64k yearly est. 43d ago
  • IT Operations Manager

    Sound Credit Union 3.9company rating

    Remote or Tacoma, WA job

    Sound Credit Union is currently seeking an IT Operations Manager to join our team! If you have a strong background in IT infrastructure and leadership then this position at Sound might be the ideal opportunity for you. We offer a welcoming environment with opportunities for professional growth, a passion for community involvement and great benefits to support employee wellbeing. Your Compensation: Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered and provide room for growth over time. The target salary range for this position is $119,600 - $149,500, depending on previous experience and education. The full salary range is $119,600 - $179,400. Why Work with Us: We stand by our purpose to support our members, employees, and communities through all waves of life. We pride ourselves on fostering a workplace that celebrates diversity and inclusivity, ensuring that every voice is heard and valued. Learn more about our company culture on our career's page! Your Benefits: 100% employer paid premiums for medical, dental, vision, and disability for yourself and more than 70% for dependent's premiums. 401k match dollar for dollar up to 4% - plus an additional discretionary profit share. Four weeks Paid Time Off (PTO) accrued annually, with increases over tenure. Up to 40 hours of employer paid Work/Life Balance time, awarded annually. 10 employer paid Federal Holidays every year. Up to a 10% annual bonus when the Credit Union meets its goals, paid each November. Up to $50/month gym/lifestyle reimbursement. Up to $5,000/year Tuition Assistance Program. Incentives for multilingual speakers. Employee Assistance Program (EAP) and Virtual Behavioral & Mental Health Services. Free and/or discounted banking services and loans. Employee Charitable Matching Program. Free ORCA pass. What You'll Do: Responsibilities: Oversee the strategic planning, procurement, implementation, protocols, and management of enterprise-level Information Technology solutions. Manage team members within the IT Operations department. Requirements: 5+ years of infrastructure experience including networking, servers, virtualization, endpoint management and cloud implementation and enterprise applications required. 3+ years experience in a management role or demonstrated experience in a leadership position required. High School Diploma or equivalent required. A bachelor's degree in information technology, a similar field, or an equivalent combination of education and experience is required. In addition: Must be bondable. Employer sponsorship to secure or maintain employment authorization is not available. Our Hours: A hybrid schedule Monday - Friday, 8AM - 5PM. This position works 40+ hours per week as business needs dictate. In your role you will have the ability to combine in-person and remote work. About Sound Credit Union… Sound Credit Union was founded in 1940 and is one of Washington State's largest credit unions. We have 26 full-service branches located throughout the Puget Sound region. We live by our Guiding Principles of Make a Connection, Be a Champion, and Doing the Right Thing for our members, employees, and community. Visit our website at: ******************************** to apply. The Future is in Our Hands… Sound Credit Union is proud to be an Equal Opportunity employer that values and celebrates the unique perspectives and experiences each person brings to our team. We welcome talent from all walks of life and actively foster an inclusive workplace where every team member can thrive and belong. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, veteran status, disability, age or any other protected status. We believe our differences make us stronger and are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
    $119.6k-179.4k yearly 6d ago
  • Marketing Operations Director

    Technology Credit Union 3.8company rating

    Remote or San Jose, CA job

    The Director of Marketing Operations is responsible for the strategic oversight and operational excellence of all marketing initiatives. This role leads the marketing operations function, bridging the gap between strategy and day to day execution by focusing on the systems, data, and processes that enable the marketing team to maximize impact and efficiency. The incumbent serves as a strategic, data-driven leader by driving marketing operations initiatives, leveraging strong project management skills and deep expertise in marketing technology, processes, and workflows to ensure operational excellence and alignment with business objectives. Responsibilities Strategic planning and process improvement Implements a comprehensive marketing operations strategy that is aligned with the company's overall business objectives. Defines, analyzes, and optimizes project management processes and workflows to create scalable and consistent standards including marketing SLAs and best practices. Leads the annual marketing budget planning and management process, ensuring effective allocation and utilization of resources. Marketing technology (MarTech) management Oversees the evaluation, selection, and implementation of marketing technology tools and platforms (e.g., CRM, CDP, marketing automation and personalization). Manages the marketing software and tools, ensuring seamless integration between technologies for smooth data flow across platforms and teams. Develops and manages relationships with external agencies, contractors, and vendors to ensure quality and cost-effectiveness. Data and analytics Defines key marketing metrics and establishes a robust analytics framework to measure marketing performance and campaign effectiveness. Develops and maintains dashboards for real-time reporting that turn data insights into actionable marketing initiatives, presenting data-driven insights and optimization recommendations to leadership. Ensures data integrity and accuracy across all marketing systems and builds processes to support business needs and member journeys. Analyzes market trends, competitor activities, and customer insights to inform strategic decisions. Cross-functional collaboration and communications: Acts as a central liaison to ensure alignment and collaboration among the marketing department, Retail, Lending, Finance, IT, Commercial Banking, and other internal stakeholders. Leads change management for process improvements and new technology adoption across marketing and other functions. Establishes and enforces brand guidelines to ensure consistent messaging across all internal and external communication channels. Campaign Optimization Optimizes campaign workflows and content management across all touchpoints to maximize member engagement, improve ROI, and mitigate member opt outs and unsubscribes. Oversees member journeys across all touchpoints, architecting and streamlining member interactions and experiences with the brand. Work Schedule Full-time; typically 40+ hours/week Flexible within core business hours, Pacific Time, M-F Occasional extended early morning or late evening hours, and weekends, typically with advance notice Workplace Essentials Supports Tech CU's Mission and Vision and consistently demonstrates Tech CU's Values (Accelerate, Collaborate, Innovate and Cultivate). Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans. Complies with Tech CU policies and procedures. Upholds employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace. Complies with requirements imposed by federal, state and local agencies. Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors. Qualifications Education: Bachelor's degree in Marketing, Business Administration, or a related field; a Master's degree is a plus. Experience: 6+ years of experience in marketing, with 5+ years in marketing operations leadership role. Knowledge/Skills/Abilities: Strong knowledge of current trends and financial products and services (mortgage, home equity line of credit, auto loan, credit card, checking/savings accounts, bill pay, online and mobile banking, etc.), pricing, credit union/bank compliance requirements, as well as the competitive landscape. Proven track record of driving process improvement, managing marketing technology, and enabling effective strategy. Extremely analytical, strategic, and data-driven, with the ability to translate complex data into actionable recommendations. Deep expertise in marketing automation platforms, CRM systems, and analytics tools. Strong project management, organizational, and budget management skills. Exceptional written, visual, and verbal communication skills, including experience presenting to executive-level stakeholders. A resourceful, proactive, and collaborative mindset with the ability to manage multiple priorities and deadlines in a fast-paced environment. Proficient in Microsoft Office. Highly adaptive and open to changes as the organization grows and its needs evolve. Licensing/Certifications: None required. Travel: May be required to occasionally attend offsite training, meetings or events, typically with advance notice, occasional overnight travel may be required Typical Working Conditions: Office environment with interaction with a variety of internal and external parties. May work remotely as determined by business need and individual performance. Equipment Used: Routinely uses standard office equipment, including computer, phone, copier and other devices. Physical Requirements: This position requires: Speaking and listening to interact with internal and external parties in person or via phone. Reading a computer screen and performing keyboarding tasks for up to 70% of the day. Sitting at desk and/or conference table for extended periods of time. Mobility to attend meetings within office building and offsite. EQUAL EMPLOYMENT OPPORTUNITY Technology Credit Union is an Equal Opportunity Employer. All qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Pay and Benefits Position Grade: 108 Salary Range: minimum-$132,000, midpoint-$160,000, maximum-$188,000 Work Location: The salary range listed is based on working in San Jose, CA. If you work remotely, your salary will be adjusted based on your geographic location. Typical Starting Pay: Most new hires start between the minimum and midpoint of the range (adjusted for work location if applicable), based on experience and qualifications. Bonus Potential: Target 15% of base salary based on company and individual performance. Tech CU is a pay-for-performance organization. We benchmark base pay to the 50th percentile of our market and offer incentive-based compensation tied to individual and company goals. Tech CU offers a comprehensive benefits package, including: Health Coverage: Medical, dental, and vision plans Income Protection: Life and disability insurance Retirement: 401(k) plan with company match Paid Holidays: 12 days annually Paid Time Off (PTO): Accrues at 7.08 hours per bi-weekly paycheck (approximately 23 days per year) Increases with length of service Voluntary Time Off (VTO): 8 hours annually for full-time employees to support charitable organizations Additional Benefits: Flexible Spending Accounts Employee-paid voluntary benefits Leaves of absence in compliance with state and federal regulations
    $132k-188k yearly Auto-Apply 9d ago
  • Consumer Loan Underwriter

    Sound Credit Union 3.9company rating

    Remote or Tacoma, WA job

    Sound Credit Union is currently seeking a Consumer Loan Underwriter to join our team! If you excel in making accurate and timely decisions, ensuring compliance with lending policies and regulations, and enjoy collaborating with members and staff to create an exceptional lending experience, then this position at Sound might be the ideal opportunity for you. We offer a welcoming environment with opportunities for professional growth, a passion for community involvement and great benefits to support employee wellbeing. Your Compensation: Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered and provide room for growth over time. The target salary range for this position is $28.08 - $35.10 depending on previous experience and education. The full salary range is $28.08 - $42.12. Why Work with Us: We stand by our purpose to support our members, employees, and communities through all waves of life. We pride ourselves on fostering a workplace that celebrates diversity and inclusivity, ensuring that every voice is heard and valued. Learn more about our company culture on our career's page! Your Benefits: 100% employer paid premiums for medical, dental, vision, and disability for yourself and more than 70% for dependent's premiums. 401k match dollar for dollar up to 4% - plus an additional discretionary profit share. Three weeks Paid Time Off (PTO) accrued annually to start, with increases over tenure. Up to 40 hours of employer paid Work/Life Balance time, awarded annually. 10 employer paid Federal Holidays every year. Up to a 3% annual salary equivalent annual bonus may be awarded when the Credit Union meets its goals, paid each November. Up to $50/month gym/lifestyle reimbursement. Up to $5,000/year Tuition Assistance Program. Incentives for multilingual speakers. Employee Assistance Program (EAP) and Virtual Behavioral & Mental Health Services. Free and/or discounted banking services and loans. Employee Charitable Matching Program. Free ORCA pass. What You'll Do: Responsibilities: Accurately process and decide on consumer loan requests, evaluate financial status and risk, collaborate for compliance, and identify workflow improvements. Participate in underwriting, funding, and servicing of indirect loans, monitor credit trends, ensure member satisfaction, and apply analytical skills and regulatory knowledge. Requirements: Two years experience in a financial institution required. Consumer loan underwriting experience preferred. High School Diploma or equivalent required. In addition: Must be bondable. Employer sponsorship to secure or maintain employment authorization is not available. Our Hours: A hybrid schedule Monday - Friday: 9:00AM - 6:00PM with rotating Saturdays 9:00AM - 1:15PM, affording a day off during the week. In your role you will have the ability to combine in-person and remote work once fully trained. About Sound Credit Union… Sound Credit Union was founded in 1940 and is one of Washington State's largest credit unions. We have 26 full-service branches located throughout the Puget Sound region. We live by our Guiding Principles of Make a Connection, Be a Champion, and Doing the Right Thing for our members, employees, and community. Visit our website at: ******************************** to apply. The Future is in Our Hands… Sound Credit Union is proud to be an Equal Opportunity employer that values and celebrates the unique perspectives and experiences each person brings to our team. We welcome talent from all walks of life and actively foster an inclusive workplace where every team member can thrive and belong. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, veteran status, disability, age or any other protected status. We believe our differences make us stronger and are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
    $28.1-35.1 hourly 2d ago
  • Consumer Loan Servicing Processor

    Technology Credit Union 3.8company rating

    Remote or San Jose, CA job

    The Consumer Loan Servicing Processor is responsible for processing servicing requests related to consumer loans including, but not limited to, processing payoff checks and refunds, processing Uniform Commercial Code (UCC) filings and terminations on secured solar loans, processing subordination requests, performing loan adjustments, and managing the department mailboxes. The incumbent works directly with the AVP, Consumer Lending Servicing Manager, Supervisor, Solar Loan Servicing, and/or Lead, Consumer Lending Servicing to ensure proper cross-training on all other related consumer lending servicing aspects and functions. Responsibilities Essential Duties Processes UCC lien filings through third-party vendors on new secured solar loans; verifies UCC liens have been placed; and, follows-up on rejected and missing items. Processes UCC lien releases on loans that have been paid off in full. Receives and processes incoming subordination requests by reviewing documents received; prepares the subordination agreement; packages subordination files for review and signature; scans and packages fully executed subordination agreements for mailing. Manages the department's mailboxes; interprets emails based on needs and assigns to appropriate parties. Assists in completing internal service requests received within specified service level agreements. Keeps up-to-date on changes to department processes and/or procedures. Creates and/or updates department procedures specific to main job function. Maintains effective communication with the consumer loan originations team, strategic lending partners team, and front-line staff. Performs other duties as assigned. Work Schedule Full-time; typically 40 hours/week 8:00 am-5:00 pm, M-F (or as directed by management) Occasional overtime Flexibility to occasionally work early or late hours, and periodic weekend hours, typically with advance notice Workplace Essentials Supports Tech CU's Mission and Vision and consistently demonstrates Tech CU's Values (Accelerate, Collaborate, Innovate, & Cultivate). Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans. Complies with Tech CU policies and procedures. Upholds employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace. Complies with requirements imposed by federal, state and local regulatory agencies. Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors. Qualifications Education: High School Diploma or equivalent work experience. Experience: 1+ years' experience in related disciplines, including exposure to consumer lending policies and procedures in a financial institution. Knowledge/Skills/Abilities: Strong proficiency in PC applications including Microsoft Excel, Word, Outlook and PowerPoint. Strong ability to effectively communicate and collaborate with internal and external business partners. Demonstrated strong written and verbal communication skills. Solid ability to independently evaluate written communication to determine appropriate delegation to team members. Solid ability to participate, sustain performance and thrive on a high-energy team. Licensing/Certifications: Notary Public preferred. Travel: May be required to occasionally attend offsite training, meetings or events, typically with advance notice. Overnight travel unlikely. Typical Working Conditions: Office environment with member interaction via phone. Equipment Used: Routinely uses standard office equipment, including computer, phone, copier and other devices. Physical Requirements: This position requires: Speaking and listening to interact with vendors and members via phone or in person. Sitting for up to 85% of the day. Reading a computer screen and perform keyboarding tasks for up to 80% of the day. EQUAL EMPLOYMENT OPPORTUNITY Technology Credit Union is an Equal Opportunity Employer. All qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Pay and Benefits Position Grade: 102 Salary Range: minimum-$55,500, midpoint-$64,000, maximum-$72,500 Work Location: The salary range listed is based on working in San Jose, CA. If you work remotely, your salary will be adjusted based on your geographic location. Typical Starting Pay: Most new hires start between the minimum and midpoint of the range (adjusted for work location if applicable), based on experience and qualifications. Bonus Potential: Target 5% of base salary based on company and individual performance Tech CU is a pay-for-performance organization. We benchmark base pay to the 50th percentile of our market and offer incentive-based compensation tied to individual and company goals. Tech CU offers a comprehensive benefits package, including: Health Coverage: Medical, dental, and vision plans Income Protection: Life and disability insurance Retirement: 401(k) plan with company match Paid Holidays: 12 days annually Paid Time Off (PTO): Accrues at 5.54 hours per bi-weekly paycheck (approximately 18 days per year) Increases with length of service Voluntary Time Off (VTO): 8 hours annually for full-time employees to support charitable organizations Additional Benefits: Flexible Spending Accounts Employee-paid voluntary benefits Leaves of absence in compliance with state and federal regulations
    $55.5k-72.5k yearly Auto-Apply 40d ago
  • Processor (REMOTE)

    Member First Mortgage LLC 3.8company rating

    Remote or Grand Rapids, MI job

    Job Description: Processor Fully Remote Member First Mortgage is seeking a Processor to join our growing Processing team. This is an excellent opportunity to join our award-winning team which has been recognized as Best and Brightest companies to work for in the nation! In this role you will be responsible for providing clerical support for all mortgage loan processing activities. Obtains and verifies necessary information and prepares documents for underwriting and closing review. Founded on the credit union philosophy of 'People Helping People', we have become the trusted full-service mortgage provider to over 200 credit unions across the U.S. This philosophy, along with our core values of honesty and integrity, make careers with Member First Mortgage dynamic and rewarding through our friendly and family-oriented culture that is dedicated to the growth and success of our employees. Benefits We Offer: Generous and competitive healthcare packages Employer paid short-term and long-term disability Employer paid Life Insurance 100% Employer paid Vision 401K Plan with match 20 days PTO - no waiting periods! Fun, laid back, and collaborative team environment. Responsibilities: Reviews new residential loan application files to verify that application data is complete and meets Company standards, including type and amount of mortgage, borrower assets, liabilities, and length of employment. Clarifies missing or questionable information and tracks development of information to ensure compliance with underwriting guidelines. Clears prior to funding conditions. Communicates status of loans to buyer, seller, realtor, credit union and title company. Resolves or refers requests and problems promptly and courteously. Calls or writes credit bureau and employer to verify accuracy of information. Orders and follows up on essential third-party items from vendors (i.e., appraisal, title, flood certificate, written verification of income/employment, payoffs, etc.). Records data on status of loans, including number of new applications and loans approved, canceled, or denied. Prepares monthly status report. Experience: One to three years of experience in mortgage loan processing. Education: (1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g. information technology certifications in lieu of a degree). Other Skills: Understanding of the mortgage loan processing functions, including FHA/VA and conventional lending. Knowledge of mortgage related requirements, procedures, and underwriting criteria. Ten key calculator, typewriter and keyboard skills. Good basic math skills. Well organized. Physical Requirements: While performing the duties of this job, the employee is regularly required to sit, stand, and walk. The employee must occasionally lift and/or move up to 10 pounds. The employee is frequently required to spend extended hours in front of a computer screen, use hands and fingers, and to speak in and listen carefully on the telephone. Work Environment: Schedule: Monday through Friday, 8:30am - 5pm EST. While performing the duties of this job, the employee regularly works in a remote and/or in office setting. If you are looking for a company that is dedicated to your success and is ethically motivated to provide exceptional member service, we encourage you to apply! #hc216243
    $31k-39k yearly est. 15d ago
  • Digital Product Manager

    Sound Credit Union 3.9company rating

    Remote or Tacoma, WA job

    Sound Credit Union is currently seeking a Digital Product Manager to join our team! If you are an expert in technical product management and have a passion for internal customer service, then this position at Sound might be the ideal opportunity for you. We offer a welcoming environment with opportunities for professional growth, a passion for community involvement and great benefits to support employee wellbeing. Your Compensation: Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered and provide room for growth over time. The target salary range for this position is $88,000 - $110,000, depending on previous experience and education. The full salary range is $88,000 - $132,000. Why Work with Us: We stand by our purpose to support our members, employees, and communities through all waves of life. We pride ourselves on fostering a workplace that celebrates diversity and inclusivity, ensuring that every voice is heard and valued. Learn more about our company culture on our career's page! Your Benefits: 100% employer paid premiums for medical, dental, vision, and disability for yourself and more than 70% for dependent's premiums. 401k match dollar for dollar up to 4% - plus an additional discretionary profit share. Three weeks Paid Time Off (PTO) accrued annually to start, with increases over tenure. Up to 40 hours of employer paid Work/Life Balance time, awarded annually. 10 employer paid Federal Holidays every year. Up to 3% annual salary equivalent annual bonus may be awarded when the Credit Union meets its goals, paid each November. Up to $50/month gym/lifestyle reimbursement. Up to $5,000/year Tuition Assistance Program. Incentives for multilingual speakers. Employee Assistance Program (EAP) and Virtual Behavioral & Mental Health Services. Free and/or discounted banking services and loans. Employee Charitable Matching Program. Free ORCA pass. What You'll Do: Responsibilities: Management and development of digitally based products/channels to support our member's experience. Manage the full product lifecycle and work closely with vendors, internal stakeholders, and technical teams for product and feature roadmaps, delivery strategies, product support, and communications. Requirements: 3+ years' experience in product management experience required. 2+ years' experience in technical product implementation and management required. High School Diploma or GED equivalent required. Bachelor's degree preferred, with an emphasis in Computer Science, or Information Technology, or equivalent combination of education and experience. In addition: Must be bondable. Employer sponsorship to secure or maintain employment authorization is not available. Our Hours: A hybrid schedule Monday - Friday, 9AM - 5PM. Occasional afterhours work may be needed as business needs dictate. This position works 40+ hours per week as business needs dictate. In your role you will have the ability to combine in-person and remote work. About Sound Credit Union... Sound Credit Union was founded in 1940 and is one of Washington State's largest credit unions. We have 26full-service branches located throughout the Puget Sound region. We live by our Guiding Principles of Make a Connection, Be a Champion, and Doing the Right Thing for our members, employees, and community. Visit our website at:careers/ to apply. The Future is in Our Hands... Sound Credit Union is proud to be an Equal Opportunity employer that values and celebrates the unique perspectives and experiences each person brings to our team. We welcome talent from all walks of life and actively foster an inclusive workplace where every team member can thrive and belong. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, veteran status, disability, age or any other protected status. We believe our differences make us stronger and are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
    $88k-132k yearly 3d ago
  • Mortgage Consultant (REMOTE)

    Member First Mortgage LLC 3.8company rating

    Remote or Grand Rapids, MI job

    Job Description Mortgage Consultant Top of Form Job Details Remote Type: Fully Remote Position Type: Full Time Schedule: Monday-Friday, 9:00 AM-5:00 PM Description Member First Mortgage is seeking an experienced and highly motivated Mortgage Consultant to join our team! This fully remote position is ideal for a professional mortgage originator who thrives in a sales-driven environment, values strong relationships with credit unions and members, and is passionate about helping borrowers achieve homeownership. Mortgage Consultants are responsible for originating mortgage loans, managing their loan pipeline, and supporting credit unions with all mortgage origination needs. In this role, you will interview members, discuss loan options, guide borrowers through the mortgage process, and ensure a high level of service, professionalism, and compliance. This is an excellent opportunity for a self-motivated, detail-oriented professional with a proven sales record to grow within a collaborative and mission-driven organization. Founded on the credit union philosophy of “People Helping People,” Member First Mortgage provides full-service mortgage solutions to over 200 credit unions nationwide. We are committed to integrity, service excellence, and fostering a supportive, team-oriented culture. Compensation • Base salary: $30,000-$35,000 annually • Commission: 25 bps-30 bps Benefits We Offer • Generous and competitive healthcare packages • Employer-paid short-term and long-term disability • Employer-paid life insurance • 100% employer-paid vision coverage • 401(k) with match • 20 days PTO - no waiting period • Fully remote work environment • Fun, collaborative, team-focused culture Responsibilities • Assume responsibility for effective and professional completion of assigned loan origination functions, including interviewing members, taking applications, and processing preliminary loan documentation • Discuss loan alternatives, credit criteria, interest rates, and loan documentation in a clear, professional manner • Perform follow-up activities to achieve conditional loan approval within established timeframes • Advise members of loan approval or denial and counsel members whose loan requests were denied, explaining reasons and alternatives • Establish and maintain effective business relationships with members and credit unions • Answer questions, respond to requests, and resolve issues promptly and professionally • Inform members of company loan policies, products, and services • Counsel members regarding money management and financial matters as appropriate • Coordinate loan origination functions with related departments and provide support as needed • Keep management informed of pipeline activity and any significant issues • Stay current on mortgage lending trends, market conditions, and regulatory changes • Handle challenging situations confidently and professionally, including difficult conversations and time-sensitive decisions • Perform additional duties as assigned Experience • 3-5 years of mortgage origination experience required • Proven sales record with a demonstrated history of meeting or exceeding production goals • Prior credit union mortgage experience strongly preferred • Bilingual skills are a significant plus Education • Associate degree or equivalent combination of education, specialized training, or industry experience • Completion of specialized mortgage, lending, or financial services training is preferred Required Skills & Qualifications • Must possess a current and active NMLS license • Strong working knowledge of federal lending regulations, including FHA, VA, FNMA, and FHLMC guidelines • Solid understanding of creditworthiness and loan qualification standards • Knowledge of loan policies, mortgage products, processing, and underwriting guidelines • Familiarity with title reports, insurance, and appraisal processes • Excellent communication, public speaking, and interviewing skills • Strong analytical, financial, and problem-solving abilities • Proven ability to manage time effectively, prioritize tasks, and maintain attention to detail • Outgoing, motivated, professional, and well-spoken demeanor • Highly self-motivated while also working effectively within a team environment • Comfortable handling difficult situations and making tough decisions • Proficiency with mortgage-related computer applications and systems Physical Requirements Ability to sit, stand, and walk for extended periods. Must be able to lift up to 10 pounds occasionally. Frequent use of a computer, telephone, and standard office equipment is required. Work Environment Fully remote work environment with regular collaboration across departments during standard business hours. If you are looking for a company that is dedicated to your success and is ethically motivated to provide exceptional member service, we encourage you to apply! #hc213937
    $30k-35k yearly 2d ago
  • AVP, Market Development Manager

    Technology Credit Union 3.8company rating

    Remote or Meridian, ID job

    The AVP, Market Development Manager (AVP, MDM) develops and acquires business through outside sales activities within their assigned Territory and as needed in other territories. The incumbent promotes the overarching organizational objectives of exceeding goals, delivering stellar service, building brand awareness and growing Technology Credit Union (Tech CU) membership, deposits, and loans through, among other methods, outreach to Member Companies, mortgage brokers, community development agencies and business/civic leaders. The AVP, MDM is responsible for developing direct and indirect sales growth including but not limited to mortgage and auto lending. In addition, conducts sales presentations, enrolls new companies/community organizations as strategic partners, and establishes ongoing 12-month calendar of business development/relationship management events in their territory. Responsibilities Essential Duties Sales and Service Within the Territory of responsibility, Communicates the enterprise-wide message and builds Tech CU brand awareness within the target market, i.e. the tech ecosystem, community development agencies. Develops and implements a strategic plan to optimize the business opportunities for assigned Tech CU profit centers with a focus on achieving and exceeding all goals. Delivers Educational Workshops, using digital/virtual platforms and in person, to acquire business, raise awareness of Tech CU products/services, and its brand. Sells and processes, Tech CU's products & services in person and via Virtual Branch Collaborates with internal partners to optimize outreach efforts. Connects and develops relationships with key employers as well as business and civic leaders in the territory. Establishes and expands partnerships with mobility management organizations, benefits brokers, realtors, mortgage brokers, Certified Public Accountants (CPAs), etc. Develops, maintains, and expands relationships with existing and prospective Member Companies, and community organizations that allow optimal acquisition opportunity. Participates in community organizations and events aligned with Tech CU's organizational objectives. Utilizes social media channels to promote events and engage community and Tech CU membership. Maintains current industry, competitive and product knowledge. Develops and nurtures a network of referral sources and business contacts. Communicate sales results to own manager for inclusion in territory management reports. Works under general supervision from leadership. May offer periodic coaching to other less experienced staff. Schedule Full-time; 40+ hours/week Flexible within core business hours, M-F (or as directed by management) Occasional extended early morning or late evening hours, and weekends, typically with advance notice. Workplace Essentials Supports Tech CU's Mission and Vision and consistently demonstrates Tech CU's Values (Accelerate, Collaborate, Innovate, & Cultivate). Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans. Complies with Tech CU policies and procedures. Upholds employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace. Complies with requirements imposed by federal, state and local regulatory agencies. Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors. Qualifications Education: Bachelor's Degree in related business discipline or equivalent work experience. Experience: 7+ years of experience in related disciplines products, policies and procedures. 3+ years of outside sales or business development experience. Knowledge/Skills/Abilities: Strong leadership and sales acumen. Solid time and project management skills. Solid ability to self-manage priorities. Self-motivated and goal driven. Strong knowledge of financial products and services, the financial services industry and the competitive landscape. Proficient in Microsoft Office products Solid knowledge and fluency in utilizing digital/virtual platforms to meet with internal/external contacts. Strong knowledge and ability to facilitate workshops/seminars in-person and virtually Positive disposition. Solid team orientation. Strong commitment to make excellence a habit. Strong written, verbal and presentation skills. Highly adaptive and open to changes as the organization grows and its needs evolve. Licensing: Upon employment, must enroll and maintain registration with Nationwide Multistate Licensing System (NMLS) under Tech CU's company registration. Travel: Frequent travel by car within assigned territory to attend meetings/events or develop business. Holds a clear and valid driver license valid in assigned territory. Possesses current automobile insurance. Occasional travel to corporate headquarters in San Jose and/or other locations to attend offsite training, meetings or events, typically with advance notice. Infrequent overnight travel may be required, with advance notice. Typical Working Conditions: Outside sales, business development, and office environment with interaction with a variety of internal and external parties. May work remotely as determined by business need and individual performance. Equipment Used: Routinely uses standard office equipment, including computer, phone, copier and other devices. Physical Requirements: Walk/travel 60-80% of the time to develop business. While in the office (headquarters, branch or remote office) may sit 20-40% of the time. Keyboard and read computer screen for 75% of time during which one is seated. Ability to lift items up to 25 lbs. EQUAL EMPLOYMENT OPPORTUNITY Technology Credit Union is an Equal Opportunity Employer. All qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Pay and Benefits Position Grade: 106 Salary Range: minimum-$81,800, midpoint-$98,000, maximum-$114,000 Work Location: The salary range listed is based on working in Meridian, ID. If you work remotely, your salary will be adjusted based on your geographic location. Typical Starting Pay: Most new hires start between the minimum and midpoint of the range (adjusted for work location if applicable), based on experience and qualifications. Bonus Potential: Target 10% of base salary based on company and individual performance Tech CU is a pay-for-performance organization. We benchmark base pay to the 50th percentile of our market and offer incentive-based compensation tied to individual and company goals. Tech CU offers a comprehensive benefits package, including: Health Coverage: Medical, dental, and vision plans Income Protection: Life and disability insurance Retirement: 401(k) plan with company match Paid Holidays: 12 days annually Paid Time Off (PTO): Accrues at 7.08 hours per bi-weekly paycheck (approximately 23 days per year) Increases with length of service Voluntary Time Off (VTO): 8 hours annually for full-time employees to support charitable organizations Additional Benefits: Flexible Spending Accounts Employee-paid voluntary benefits Leaves of absence in compliance with state and federal regulations
    $81.8k-114k yearly Auto-Apply 33d ago
  • Mortgage Consultant (REMOTE)

    Member First Mortgage 3.8company rating

    Remote or Grand Rapids, MI job

    Member First Mortgage is seeking an experienced and highly motivated Mortgage Consultant to join our team! This fully remote position is ideal for a professional mortgage originator who thrives in a sales-driven environment, values strong relationships with credit unions and members, and is passionate about helping borrowers achieve homeownership. Mortgage Consultants are responsible for originating mortgage loans, managing their loan pipeline, and supporting credit unions with all mortgage origination needs. In this role, you will interview members, discuss loan options, guide borrowers through the mortgage process, and ensure a high level of service, professionalism, and compliance. This is an excellent opportunity for a self-motivated, detail-oriented professional with a proven sales record to grow within a collaborative and mission-driven organization. Founded on the credit union philosophy of “People Helping People,” Member First Mortgage provides full-service mortgage solutions to over 200 credit unions nationwide. We are committed to integrity, service excellence, and fostering a supportive, team-oriented culture. Compensation • Base salary: $30,000-$35,000 annually • Commission: 25 bps-30 bps Benefits We Offer • Generous and competitive healthcare packages • Employer-paid short-term and long-term disability • Employer-paid life insurance • 100% employer-paid vision coverage • 401(k) with match • 20 days PTO - no waiting period • Fully remote work environment • Fun, collaborative, team-focused culture Responsibilities • Assume responsibility for effective and professional completion of assigned loan origination functions, including interviewing members, taking applications, and processing preliminary loan documentation • Discuss loan alternatives, credit criteria, interest rates, and loan documentation in a clear, professional manner • Perform follow-up activities to achieve conditional loan approval within established timeframes • Advise members of loan approval or denial and counsel members whose loan requests were denied, explaining reasons and alternatives • Establish and maintain effective business relationships with members and credit unions • Answer questions, respond to requests, and resolve issues promptly and professionally • Inform members of company loan policies, products, and services • Counsel members regarding money management and financial matters as appropriate • Coordinate loan origination functions with related departments and provide support as needed • Keep management informed of pipeline activity and any significant issues • Stay current on mortgage lending trends, market conditions, and regulatory changes • Handle challenging situations confidently and professionally, including difficult conversations and time-sensitive decisions • Perform additional duties as assigned Experience • 3-5 years of mortgage origination experience required • Proven sales record with a demonstrated history of meeting or exceeding production goals • Prior credit union mortgage experience strongly preferred • Bilingual skills are a significant plus Education • Associate degree or equivalent combination of education, specialized training, or industry experience • Completion of specialized mortgage, lending, or financial services training is preferred Required Skills & Qualifications • Must possess a current and active NMLS license • Strong working knowledge of federal lending regulations, including FHA, VA, FNMA, and FHLMC guidelines • Solid understanding of creditworthiness and loan qualification standards • Knowledge of loan policies, mortgage products, processing, and underwriting guidelines • Familiarity with title reports, insurance, and appraisal processes • Excellent communication, public speaking, and interviewing skills • Strong analytical, financial, and problem-solving abilities • Proven ability to manage time effectively, prioritize tasks, and maintain attention to detail • Outgoing, motivated, professional, and well-spoken demeanor • Highly self-motivated while also working effectively within a team environment • Comfortable handling difficult situations and making tough decisions • Proficiency with mortgage-related computer applications and systems Physical Requirements Ability to sit, stand, and walk for extended periods. Must be able to lift up to 10 pounds occasionally. Frequent use of a computer, telephone, and standard office equipment is required. Work Environment Fully remote work environment with regular collaboration across departments during standard business hours. If you are looking for a company that is dedicated to your success and is ethically motivated to provide exceptional member service, we encourage you to apply!
    $30k-35k yearly 31d ago

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