Pacific City Bank jobs - 48 jobs

* Loan documentation, funding and boarding * Processing daily loan servicing requests * Ensuring documentation accuracy * Collaborating with internal teams * 3+ years of experience required * Bachelor's degree preferred but not required * Bilingual in English & Korean preferred * Strong communication and writing skills * Detail oriented and organized * Ability to multi-task and meet deadlines * Full time position Base hourly range: $28.00 - $35.00

The Relationship Manager ("RM") is responsible for managing and developing a portfolio of new and expanding existing productive and profitable relationship with clients with emphasis on business and industrial companies ranging from complex credits to deposit only relationships through external business development calls and referrals. The RM is ultimately responsible for all aspects of the client experience ranging from credit needs to customer service and operations. Ensures compliance with established Bank policies and procedures. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: GLBA (Gramm-Leach-Bliley Act), Regulation Z (Truth in Lending Act), Regulation DD (Truth in Savings Act) Regulation B (Equal Credit Opportunity Act), Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd Frank Act), Elder Abuse Laws, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to Financial Privacy Act (state and federal) and Community Reinvestment Act. REQUIRED DUTIES 1. Develops and manages a portfolio of private, business and/or industrial clients ranging from complex credits to deposit only relationships. Acts as lead negotiator with prospects & clients. 2. Grows revenue by successfully prospecting for new business and retaining and expanding existing client relationships via interest income, fee income and/or cash management revenue. 3. Identifies and sells appropriate bank products and services to those prospects and clients. 4. Builds strong relationships with referral sources, centers of influence, etc. 5. Analyzes the client's financial and operating strategies and recommends alternative or additional financial services to best meet the client's immediate and long-term personal and business needs. 6. Gathers financial information and analyzes potential customers' and customers' creditworthiness and financing requirements. 7. Structures credits jointly with Credit Officers and Department Managers. 8. Operates computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority. 9. Achieves sales and service goals by utilizing effective sales practices to sell bank products, implementing effective customer service techniques, referring customers to appropriate business partners, and resolving customer issues as they arise. 10. Responds to and anticipates clients' financial needs, solving problems and following through with exceptional service that provides a differentiated customer experience that supports our value proposition. 11. Proactively sources, acquires and expands high value customer relationship by maximizing sale and service opportunities. 12. Minimizes problem credits and/or delinquencies by maintaining high credit standards, good documentation procedures and timely collection efforts. 13. Meets with customers on a regular basis to enhance the trusted advisor relationship and become a trusted advisor ensure business needs are being met. 14. Responds to incoming emails and telephone calls in a professional manner to ensure that the client requests are met in a timely fashion. 15. Prepares and coordinates documents for client meetings and presentations. 16. Refers opportunities to segment partners where appropriate. 17. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. 18. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. 19. Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values. 20. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct. 21. Performs duties specific to the position and other functions as assigned. MINIMUM REQUIREMENTS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. * Bachelor's degree in Business, Finance, and Accounting or related major required from an accredited college or university; or 3+ years in sales or relationship management; Work related experience must consist of banking, financial services and/or client management. Knowledge of financial analysis, risk evaluation, loan documentation and commercial loan experience. * Strong knowledge of various phases of sales management, including planning, goal setting, project/time management and selling techniques. * Excellent business development and client relationship skills. * Detail orientated with exceptional sales and analytical skills. * Requires the ability to create and conduct presentations and prepare final proposals for qualified prospects as a final step in establishing financial relationships. * Excellent interpersonal, verbal and written communication skills. * Intermediate skills in computer terminal and personal computer operation, mainframe computer system, word processing, typing and spreadsheet software programs to meet the needs of the position. * Intermediate math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. * Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees. * Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. * Ability to work with no supervision while performing duties. * Current driver's license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities. Pay $59,000 - $104,000 per year. The salary reflects the full, reasonably expected salary range for this position. Salary is based on the candidate's current experience, education, skills, and abilities related to the position. Successful candidates may be eligible for bonus, stock, commissions, and incentives at the Company's sole discretion. We offer a comprehensive benefits package, which vary depending on the position ultimately offered. All employees are offered paid sick time off. Depending on the position offered, benefits packages may include vacation leave; paid holidays; medical, dental, vision, life and disability insurance packages for employees and dependents; various other voluntary benefit offers, and optional retirement accounts. We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law. The application window for this position is expected to close on January 27, 2026.

The Lead Auditor is responsible for helping the Internal Audit Department achieve its annual Audit Plan. For each audit engagement, the Lead Auditor is responsible for independently conducting audit engagement planning, assessing risks and controls, developing audit tests especially for complex new audit areas and documenting test results, carrying out audit field work and developing audit reports for presentation. The Lead Auditor should be able to identify control weaknesses and be able to communicate audit findings effectively to members of management in an objective manner. The Lead Auditor should have strong project management skills and complete assigned audits within audit timelines and budgets. The Lead Auditor should be able to direct and oversee the work of other assigned auditors in addition to providing them with necessary guidance and constructive feedback to assist them with their professional growth. Strong communication skills are key in effectively and efficiently carrying out the assigned responsibilities, applying objectivity in the audit approach and keeping Audit Management apprised of the ongoing status, foreseeable delays / challenges in meeting the approved timeline and budget, and potential issues arising during audit fieldwork. The Lead Auditor will help Internal Audit management with assigned administrative tasks and provide input in developing the annual audit plan as well as the strategic plan. The Lead Auditor should have a sound knowledge of all aspects of banking including lending, deposits and regulatory compliance. Experience in compliance, lending and operational auditing is preferred. The ideal candidate should be able to multi-task, as it is often required to work on more than one audit at a time to achieve completion of the annual Audit Plan. Ensures compliance with established Company policies and procedures. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Home Mortgage Disclosure Act, Real Estate Settlement Procedures Act, Fair Credit Reporting Act, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to Financial Privacy Act (state and federal) and Community Reinvestment Act. REQUIRED DUTIES 1. Accountable for the development and coordination of the Company's internal auditing activities. Ability to articulate complex concepts in a concise manner, both written and verbally. 2. Effectively interacts will all levels within the organization and exhibits confidence, poise and diplomacy when interacting with management. 3. Demonstrates excellent interpersonal communication skills when communicating with audit clients and management and strong writing and documentation skills. 4. Independently conducts planning, performs and documents process walkthroughs, assesses risks, and develops and executes risk-based audit to evaluate the control environment and achieve the defined audit objectives for assigned complex projects especially for areas where no previous audit has been performed. 5. Trains and supervises less experienced auditors working under their directions on assigned projects and provides them with timely and constructive feedback to assist them with their professional growth. 6. Drafts audit reports that adequately describe key risks, issues and contain recommendations that address root cause. 7. Possesses strong analytical and organizational skills and attention to detail 8. Ensures compliance with Sarbanes-Oxley, GAAP, FASB, FFIEC, other key laws, rules and regulations as well as Company policies. 9. Possesses knowledge of banking and lending operations, as well as various Compliance regulations 10. Ensures audits and related activities are completed with quality within the audit schedules and budgets, including performing issues follow-up and validation. 11. Ensures audit activities comply with Internal Audit Department standards and audit workpaper standards. 12. Assists the Audit Department in supervising, directing, training, mentoring and evaluating staff and in developing a strong team effort among staff members. 13. Assists Internal Audit management with assigned administrative tasks and provides input into Audit's methodology and strategic plan. 14. Thinks strategically and provides input in developing the annual audit plan. 15. Maintains effective and professional relationships with the audit clients; managers and staff of the Company's public accountants; representatives of federal and state regulatory agencies; and demonstrates ongoing professionalism. 16. Leads effective meetings with department management and develops strong, independent relationships with bank management. 17. Ability to travel within our Southern, Northern California, and national regions for audit assignments. 18. Processes, solves and answers complex transactions, problems or inquiries. 19. Interacts with Regulators and auditors. 20. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. 21. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. 22. Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values. 23. Performs the position safely, without endangering health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct. 24. Performs duties specific to the position and other functions as assigned. MINIMUM REQUIREMENTS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. * Bachelor's degree from a college or university preferred; and 10+ years of related experience in Company or financial institution internal auditing; or the equivalent combination of education and experience. Work-related experience should consist of an in-depth background in Audit and supervisory skills. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be applicable to the financial industry. * Knowledge of Company bank operations and regulations; auditing credit portfolios (mortgage and commercial) is a plus * Experience with SOX 404 testing and internal control evaluation. * Professional certification (CPA, CIA, CISA, CAMS, CRCM, or CFE) or advanced degree is required. * Ability to display a high level of confidentiality. * Excellent organizational and time management skills, with the ability to provide leadership and training for employees; demonstrated ability in organization and delegation skills. * Intermediate skills in computer terminal and personal computer operation; word processing and spreadsheet software programs. Proficiency in Microsoft Word, Excel and PowerPoint. * Intermediate typing skills to meet production needs of the position. * Intermediate math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. * Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to clients and staff. * Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. * Ability to work with no supervision while performing duties. Pay $125,400 - $177,200 per year. The salary reflects the full, reasonably expected salary range for this position. Salary is based on the candidate's current experience, education, skills, and abilities related to the position. Successful candidates may be eligible for bonus, stock, commissions, and incentives at the Company's sole discretion. We offer a comprehensive benefits package, which vary depending on the position ultimately offered. All employees are offered paid sick time off. Depending on the position offered, benefits packages may include vacation leave; paid holidays; medical, dental, vision, life and disability insurance packages for employees and dependents; various other voluntary benefit offers, and optional retirement accounts. We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law. The application window for this position is expected to close on April 13, 2026.

The Customer Service Associate I is responsible for receiving and paying out money, and keeps records of money and negotiable instruments involved in financial transactions by performing the following duties. Ensures compliance with established Bank policies and procedures. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: GLBA(Gramm-Leach-Briley Act) , Regulation Z (Truth in Lending Act), Regulation DD (Truth in Savings Act) Regulation B (Equal Credit Opportunity Act), Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd Frank Act), Elder Abuse Laws, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to Financial Privacy Act (state and federal) and Community Reinvestment Act. REQUIRED DUTIES 1. Receives checks and cash for deposit, verifies amount, and examines checks for endorsements. 2. Cashes checks and pays out money after verification of signatures and customer balances. 3. Enters customers' transactions into computer to record transactions, and issues computer generated receipts. 4. Place holds on accounts for uncollected funds. 5. May be responsible for ordering daily supply of cash and counting incoming cash. 6. Balances currency, coin, and checks in cash drawer at end of shift. 7. Attempts to resolve issues and problems with customer's accounts. 8. Removes deposits from, and counts and balances cash in, automated teller machines and night depository. 9. Performs specialized tasks such as preparing cashier's checks, personal money orders, and order bank cards and checks for customers. 10. Accepts loan payments. 11. Explains and promotes bank products and services to customers. 12. Record all transactions promptly, accurately and in compliance with bank procedures. 13. Promotes and cross-sells other establishment products and services as appropriate to customer requirements. 14. Generates new business to assist in meeting establishment profitability goals 15. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. 16. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. 17. Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values. 18. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct. 19. Performs duties specific to the position and other functions as assigned. MINIMUM REQUIREMENTS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. * High school diploma or equivalent; and a minimum of three to six months cash handling experience, or equivalent combination of work experience/education which may include accounting, balancing or customer service * Basic skills in computer terminal and personal computer operation, mainframe computer system, word processing, typing and spreadsheet software programs to meet the needs of the position. * Basic math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. * Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees. * Thorough understanding of management procedures; ability to plan department or Company activities (setting objectives, developing strategies, budgeting, and developing policies and procedures); initiative to organize various functions necessary to accomplish department or Company activities; effectively staff (selecting, training and developing employees); directing employees towards the desired objectives (delegating, motivating, resolving problems); controlling the function (developing performance standards, measuring results, taking corrective action and rewarding employees as appropriate). * Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. * Ability to work with no supervision while performing duties. Pay $34,320 - $43,600 per year. The salary reflects the full, reasonably expected salary range for this position. Salary is based on the candidate's current experience, education, skills, and abilities related to the position. Successful candidates may be eligible for bonus, stock, commissions, and incentives at the Company's sole discretion. We offer a comprehensive benefits package, which vary depending on the position ultimately offered. All employees are offered paid sick time off. Depending on the position offered, benefits packages may include vacation leave; paid holidays; medical, dental, vision, life and disability insurance packages for employees and dependents; various other voluntary benefit offers, and optional retirement accounts. We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law. The application window for this position is expected to close on February 27, 2026.

DNA Business Analyst Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4.5 billion company with a global reach of over 95,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! The DNA Business Analyst serves as a functional subject matter expert for the Fiserv DNA core banking platform. This role ensures that the system is configured, utilized, and optimized to support business objectives effectively and efficiently. The analyst will partner with business units to understand processes, recommend improvements, configure new products, and coordinate system upgrades. They will also triage reported issues, manage vendor interactions, and stay informed on feature updates to maximize system capabilities. Who YOU are: Proven experience with Fiserv DNA platform. Strong understanding of credit union operations and either Lending or Deposits processes. Ability to analyze workflows and recommend improvements. Excellent communication and facilitation skills. Familiarity with project coordination and testing methodologies. Knowledge of Microsoft Office and project management tools. DNA-specific training or Fiserv certifications. Bachelor's degree or equivalent experience/certifications. Minimum 5 years of experience in core banking systems, preferably Fiserv DNA. What YOU'LL do: Act as the functional expert for Fiserv DNA within assigned domain (Lending or Deposits). Configure and maintain DNA products and services to meet business needs. Analyze business processes and recommend optimizations for leveraging DNA functionality. Plan and coordinate DNA system release upgrades: develop schedules and communication plans, facilitate stakeholder meetings and testing, and oversee post-go-live validation. Triage incoming DNA-related incidents: determine if issues require technical intervention or user training; provide resolution or escalate as needed. Manage support tickets with Fiserv and monitor progress. Stay current on DNA feature updates and advise business units on adoption. Document workflows, configurations, and changes for transparency and compliance. Provide training and guidance to business users on DNA functionality. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Quarterly incentives up to 10% of your salary (based on position) Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) Wellness Benefits up to $1,200 per year Paid Sick Time accrues at two weeks per year Paid Vacation Time accrues at three weeks per year Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities .

Member Advisor Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4.5 billion company with a global reach of over 95,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! *This position is 100% onsite* Who you are: One to three years' experience in customer service or sales related field. High school diploma or general education degree (GED). Ability to cross-sell traditional and nontraditional products and services while maintaining existing member relationships and developing new member relationships. Strong customer service and interpersonal skills. Excellent communication skills, along with a demonstrated ability to meet set goals. Ability to accurately process various types of transactions for members. What you'll DO: Open various new deposit accounts, retirement accounts, consumer loans and credit cards. Process necessary information and educate the members as to products and services available to them. Exceed member service expectations as measured by NPX. Perform a wide variety of member transactions and requests to include account maintenance, research, balancing the branch assist members in understanding how to use ATM's, Online/Mobile Banking, Credit and Debit Cards, and performs outgoing wires, solve fraud issues, notary and closing accounts. Perform outbound calling to educate members on new product offerings, update on the status of an application and to onboard new members during their first 90 days after a new membership has been established. Explain membership eligibility requirements and participate in SFCU sponsored activities. Assist with the testing of new functionality upon request. Use every member contact as an opportunity to advise members about additional services or programs that might benefit them. Managing the vault, cash, and audit functions for the assigned branch. Perform traditional teller work as needed. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) Wellness Benefits up to $1,200 per year Paid Sick Time accrues at two weeks per year Paid Vacation Time accrues at three weeks per year Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities .

The Financial Services Representative is responsible for providing the bank's customers with personalized banking and new accounts services by performing the following duties. Ensures compliance with established Bank policies and procedures. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: GLBA(Gramm-Leach-Briley Act) , Regulation Z (Truth in Lending Act), Regulation DD (Truth in Savings Act) Regulation B (Equal Credit Opportunity Act), Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd Frank Act), Elder Abuse Laws, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to Financial Privacy Act (state and federal) and Community Reinvestment Act. REQUIRED DUTIES 1. Evaluates needs of potential customers and offers appropriate financial products and services. 2. Prepares and compiles new customer application and information to open new account. 3. Ensures completeness of documentation on new account set-up. 4. Informs and advises customers of status or enhancements to current account productivity, and suggests resolution on account disputes and other account activity. 5. Interviews customers to obtain information and explain available financial services such as savings and checking accounts, Individual Retirement Accounts, Certificates of Deposit, savings bonds, online banking, ATM and debit cards. 6. Presents funds received from customer to Customer Service Associate for deposit, and obtain receipt for customer. 7. Helps customer complete application for products or services. 8. Obtains credit records from credit reporting agency. 9. May be responsible for admitting customers to safe deposit vault and/or renting safe deposit boxes. 10. Accepts wire transfer requests. 11. Responds to customer inquiries and requests regarding account. 12. Promotes and cross-sells other establishment products and services as appropriate to customer requirements. 13. Provides deposit data to support marketing and sales promotion programs. 14. Generates new business to assist in meeting establishment profitability goals. 15. May be responsible for accepting loan payments. 16. Record all transactions promptly, accurately, and in compliance with bank procedures. 17. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. 18. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. 19. Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values. 20. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct. 21. Performs duties specific to the position and other functions as assigned. MINIMUM REQUIREMENTS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. • High school diploma or equivalent; and a minimum of one to three years new accounts experience, or equivalent combination of work experience/education which may include accounting, balancing or customer service; OR any equivalent combination of experience and/or education from which comparable knowledge, skills and abilities have been achieved. • Basic skills in computer terminal and personal computer operation, mainframe computer system, word processing, typing and spreadsheet software programs to meet the needs of the position. • Basic math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. • Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees. • Thorough understanding of management procedures; ability to plan department or Company activities (setting objectives, developing strategies, budgeting, and developing policies and procedures); initiative to organize various functions necessary to accomplish department or Company activities; effectively staff (selecting, training and developing employees); directing employees towards the desired objectives (delegating, motivating, resolving problems); controlling the function (developing performance standards, measuring results, taking corrective action and rewarding employees as appropriate). • Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. • Ability to work with no supervision while performing duties. Pay $35,000 - $54,000 per year. The salary reflects the full, reasonably expected salary range for this position. Salary is based on the candidate's current experience, education, skills, and abilities related to the position. Successful candidates may be eligible for bonus, stock, commissions, and incentives at the Company's sole discretion. We offer a comprehensive benefits package, which vary depending on the position ultimately offered. All employees are offered paid sick time off. Depending on the position offered, benefits packages may include vacation leave; paid holidays; medical, dental, vision, life and disability insurance packages for employees and dependents; various other voluntary benefit offers, and optional retirement accounts. We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law. The application window for this position is expected to close on December 5, 2025.

Member Care Team Manager Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4.5 billion company with a global reach of over 95,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! *Please note - this is not a remote position* Who YOU are: The Member Care Team Manager is responsible of recruiting, selecting, orienting, and training employees and developing personal growth opportunities for team members. Accomplishing staff results by communicating job expectations, planning, monitoring, mentoring, and evaluating job results. Overseeing the performance of all member service and QA evaluations. Running team meetings. Implementing process improvements. Responding to and resolving all escalated queries. Performs duties in compliance with regulatory requirements including, but not limited to, the Bank Secrecy Act. Abides by a strict and professional code of conduct world-class service while achieving daily, monthly, and annual sales and service objectives. Six to Eight years of experience in a related field with equal responsibilities is preferred. Minimum of 4 years of college education or equivalent experience. Formal training should be supplemented with continuing education and self-development programs. Ability to coach, motivate, and train staff in service and sales environment. Excellent communication skills in all mediums. Present a positive professional image. Work within precise, standardized guidelines with latitude to make decisions. Proficient in all standard desk-top software applications with strong skills in Excel. Demonstrated excellence in member service, de-escalation and problem resolution. Possess the creativity required to successfully complete assigned duties. Ability to handle daily routine with freedom to interpret or to act upon various situations. Serve as a backup for the Director, as assigned. What YOU'LL do: Responsible for hiring, supervising, training, motivating, and developing staff on an on-going basis. Responsible for the consistent monitoring of team members' quality and service standards through regular QA evaluations. Proactively monitors and upholds daily, weekly, and monthly service standards for member experience such as Average Speed of Answer, Service level and abandonment rate. Maintains regular contact with team members regarding individual performance and overall department achievement of service and quality standards to provide coaching as necessary and recognize team and individual accomplishments. Adheres to Credit Union policies, procedures while identifying and working to eliminate root causes of inefficiencies and formulating recommendations/feedback to management regarding operational policies and procedures Actively partners, collaborates, and communicates with other service departments to implement process and service improvements that will benefit the members and the team. Assist in maintaining forecasting data and creating monthly schedules for the management team and all other units to ensure all communication channels are fully staffed and reduce flow out calls. Responsible for collecting data for the regular reporting of agent productivity and department service levels. Assist in the development, implementation and management of all job metrics related to various agent responsibilities including chats, e-mail, in-bound calls, and fulfillment responsibilities. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Quarterly incentives up to 10% of your salary (based on position) Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) Wellness Benefits up to $1,200 per year Paid Sick Time accrues at two weeks per year Paid Vacation Time accrues at three weeks per year Paid Federal banking holidays (approximately 10 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities .

Senior Financial Reporting Analyst Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4.5 billion company with a global reach of over 95,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! * Please note - this position is hybrid on site in Palo Alto, CA* Who YOU are: A four-year degree (BS, BA, BSC, etc.) from an accredited College or University with a major or academic focus in the subject of accounting, finance, economics, mathematics, data science; or equivalent combination of education and experience. Five or more years related experience in a business intelligence, financial reporting, financial analyst, accounting analyst, public accounting, financial consulting, banking analyst, or otherwise relevant role. Utilize business information tools and other software solutions as appropriate, to develop reporting outputs for departments, ad-hoc analysis, trend analysis, etc. Proficiency or the ability to quickly become proficient with tools and systems used including Domo, SQL, Excel, and other reporting and data manipulation, and report visualization tools Ability to analyze data for reasonableness, to apply common sense understanding to carry out instructions; ability to deal with problems involving several concrete variables in dynamic or static situations. Ability to read, analyze, and interpret general business information, and to effectively present information in reporting outputs, and then respond to questions from groups of managers, clients, customers, and others. Experience with validating reporting relevance, accuracy, reliability, understandability, and comparability Experience providing financial information in a visibly clear and interesting manner, and that is useful to decision makers. Strong analytical, prioritization, and organization skills What you'll DO: Learn and utilize our slate of existing and new tools for deadline driven and ad hoc reporting Create new financial reports with various software e.g. Domo, PowerBI, SQL, Adobe, Excel, and other reporting software Create derivative and extract reporting from various vendors, data sources, canned system reports, and other outputs Work through a roadmap of official finance division reports Automate/improve current reports using efficiency tools available Implement and utilize new reporting software, including software for: deposits, loans, and policy limit reports, and credit union competition/comparison/trend analysis tool Work with the Controller and CFO on reporting consistency and formatting outputs across the division Document procedures and QC checklists for current and newly developed reports, including training/how-to's on new reports Work with the accounting, lending, and business intelligence teams to document and formalize a reporting matrix for the finance division Utilize software to improve efficiency e.g. utilize RPA, upload non-financial user fields/accounts into established databases, utilize reporting templates, batch jobs, saved queries, etc. Work with the accounting, lending, and business intelligence teams on report creation for management, ALCO, the Board, and other reports requested by Management Execute on reports assigned by the assigned deadlines, audits, requests, and other requirements Work with the Controller, CFO and CLO on advanced analysis e.g. CECL, capital at risk, ALM model validation, product level profitability, etc. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Quarterly incentives up to 10% of your salary (based on position) Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) Wellness Benefits up to $1,200 per year Paid Sick Time accrues at two weeks per year Paid Vacation Time accrues at three weeks per year Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities .

Responsibilities: * Plan, configure, secure, manage and troubleshoot network infrastructure (LAN/WAN) assets which include Fortinet firewalls, Arista and Cisco switches, routers, VPNs, Wi-Fi, and uninterruptible power supplies. Apply access controls, patch firmware, and respond to alerts. * Administer tools including network monitoring (ManageEngine), NPS, IDS, NAC, NetFlow. Measure network performance and fine tune to optimize reliability. * Adept at network and web protocols including TCP/IP, SFTP, SMTP, DNS, DHCP, IPsec, BGP and other routing protocols. Proficient with Windows Server and familiar with *nix operating systems. * Work with network service vendors (MPLS, SD-WAN), ISPs, VOIPs. Consult with network architect and execute device configuration backups, disaster recovery and business continuity plans * Adhere to and enforce Information Technology and Information Security policies and procedures. Create and maintain documentation of network diagrams, procedures, inventories, and audit reports for IT operations and compliance * Collaborate with IT personnel under the direction of the IT Infrastructure Manager. Provide technical support to end users as needed in coordination with other IT teams. Requirement and Skills: * Must live in the Los Angeles metropolitan area. This is not a remote work position. * Associate's or Bachelor's degree in a technology-related field is preferred. Alternatively, a minimum of five years of relevant work experience will be considered with two of these years at a level equivalent to a network administrator or engineer, level III. * CCNA or ACE-A certification required. CCNP or ACE-P certification strongly preferred. * Nutanix Certified Associate (NCA) and Nutanix Certified Professional (NCP) certifications strongly preferred. * Ability to lift computers and other equipment up to 50 lbs. * Experience in IT financial services sector is a plus. Base annual salary range: $100K - $110K

The SBA Senior Closing Officer is responsible for with all aspects of SBA Lending. Ensures compliance with established Bank policies and procedures. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: GLBA (Gramm-Leach-Bliley Act), Regulation Z (Truth in Lending Act), Regulation DD (Truth in Savings Act) Regulation B (Equal Credit Opportunity Act), Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd Frank Act), Elder Abuse Laws, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to Financial Privacy Act (state and federal) and Community Reinvestment Act. REQUIRED DUTIES 1. Prepares SBA application documents and submission to SBA. 2. Prepares SBA Authorization. 3. Collects and reviews documents required for closing. 4. May use discretion to require additional documentation for the loan, instructs credit officers on what additional information is needed to proceed. 5. Prepares Lender's Instructions. 6. Arranges the loan closing, including loan document execution. 7. Works closely with escrow, title, marketing and loan administration personnel to ensure timely and efficient loan closing. 8. Reviews final loan package and makes decision on final approval for loan funding. 9. Assists in operational duties of the division, including secondary market sales and payment of referral fees. 10. Receives and whenever possible assists with handling a variety of complex customer inquiries and service requests. 11. Provides integral support for the preparation of internal and external audits. 12. May delegate and/or oversee assignments to lower level department personnel. 13. May train new department staff. 14. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. 15. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. 16. Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values. 17. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct. 18. Performs duties specific to the position and other functions as assigned. MINIMUM REQUIREMENTS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. * High School Diploma and at least 7+ years of related experience and/or training. Work related experience must consist of SBA Lending. * Intermediate skills in computer terminal and personal computer operation, mainframe computer system, word processing, typing and spreadsheet software programs to meet the needs of the position. * Intermediate math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. * Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees. * Thorough understanding of management procedures; ability to plan department or Company activities (setting objectives, developing strategies, budgeting, and developing policies and procedures); initiative to organize various functions necessary to accomplish department or Company activities; effectively staff (selecting, training and developing employees); directing employees towards the desired objectives (delegating, motivating, resolving problems); controlling the function (developing performance standards, measuring results, taking corrective action and rewarding employees as appropriate). * Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. * Ability to work with no supervision while performing duties. Pay $71,000 - $103,000 per year. The salary reflects the full, reasonably expected salary range for this position. Salary is based on the candidate's current experience, education, skills, and abilities related to the position. Successful candidates may be eligible for bonus, stock, commissions, and incentives at the Company's sole discretion. We offer a comprehensive benefits package, which vary depending on the position ultimately offered. All employees are offered paid sick time off. Depending on the position offered, benefits packages may include vacation leave; paid holidays; medical, dental, vision, life and disability insurance packages for employees and dependents; various other voluntary benefit offers, and optional retirement accounts. We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law. The application window for this position is expected to close on March 27, 2026.

The BSA Analyst is responsible for assisting within the BSA Department and supporting the BSA Officer as directed. The individual follows the Company's BSA Policy to ensure conformity and adherence with all applicable state and federal laws, regulations, and policies and procedures. Additionally, this individual possesses growing level of knowledge in the area of the Bank Secrecy Act (BSA)/Anti-Money Laundering (AML)/Officer of Foreign Assets Control (OFAC), and supports the monitoring and reporting process according to internal procedures and schedules, as well as providing support to their supervisor on special projects and assignments. Ensures compliance with established Bank policies and procedures. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: GLBA(Gramm-Leach-Briley Act) , Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd Frank Act), Elder Abuse Laws, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program and Right to Financial Privacy Act (state and federal). REQUIRED DUTIES 1. Conduct customer relationship review as it relates to Currency Transaction Reports (CTR), Enhanced Due Diligence (EDD), Know Your Customer (KYC) and Suspicious Activity Report (SAR), and adhere to regulatory guidelines and the bank's practices. 2. Analyzing the information to reasonably ensure customers' BSA/USA PATRIOT Act/OFAC compliance. 3. Review assigned cases with banking relationships and products and detects possible suspicious activity; conduct any needed research; and file SAR as needed and document the research and analysis performed. 4. Correspond with business units and branches for clarification of the activities conducted; obtain supporting documentation; and update responses to the BSA system. 5. Perform the required KYC screening on new clients and higher risk customers defined by the bank's policy and procedures by documenting and corroborating the information obtained on the client as required by the banks' KYC Procedures utilizing a variety of independent research sources. Customers defined as high risk customer may include but not limited to Money Service Business (MSB), Trade Finance Service Customers, Politically Exposed Persons (PEP), Correspondent Banking Relationships, Non-Bank Financial Institutions (NBFI), Cash Intensive Business Customers, Non-Governmental Organizations (NGO), and Import Export Wholesale Businesses. 6. Maintain and manage list of accounts, and maintain required documentation. 7. Conduct OFAC search on the beneficiaries of monetary instruments purchased by the customers using cash and record the search results. 8. Stay abreast of compliance regulations as they apply to this position. Ensure activities are in compliance with the laws, rules, regulations, policies, and accepted practices. 9. Ensure compliance with all external reporting requirements to include regulatory governing entities. Maintain all records, reports and supporting documentation for BSA compliance. 10. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. 11. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. 12. Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values. 13. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct. 14. Performs duties specific to the position and other functions as assigned. MINIMUM REQUIREMENTS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. • Bachelor's degree in Accounting, Finance and/or Business Administration from an accredited university; or 1 plus years of related experience and/or training; or the equivalent combination of education and experience within the financial industry. • Working knowledge of suspicious activity typologies, trends and patterns • Working knowledge of various business line operations and expected activities • Basic skills in computer terminal and personal computer operation, mainframe computer system, word processing, typing and spreadsheet software programs to meet the needs of the position. • Basic math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. • Good verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees. • Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. • Ability to work with little supervisor while performing duties. Pay $40,000 - $58,000 per year. The salary reflects the full, reasonably expected salary range for this position. Salary is based on the candidate's current experience, education, skills, and abilities related to the position. Successful candidates may be eligible for bonus, stock, commissions, and incentives at the Company's sole discretion. We offer a comprehensive benefits package, which vary depending on the position ultimately offered. All employees are offered paid sick time off. Depending on the position offered, benefits packages may include vacation leave; paid holidays; medical, dental, vision, life and disability insurance packages for employees and dependents; various other voluntary benefit offers, and optional retirement accounts. We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law. The application window for this position is expected to close on January 27, 2026.

* Part-time or Full-time position * No prior experience required but preferred * Excellent verbal communication skills * Bilingual in English & Korean * Must be fluent in English Base hourly range: $18.00-$21.00

Director IT Strategy & Operations Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4.5 billion company with a global reach of over 95,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! We're seeking a versatile, execution‑oriented leader to run the operational heartbeat of the Office of the CIO at our credit union. This role blends strategic program leadership, legal/contract coordination, administrative excellence, vendor and budget rigor, and data-driven benchmarking to help the CIO and Technology leadership team operate with clarity, speed, and compliance. If you thrive at the intersection of strategy, governance, and execution, we want to meet you. Who YOU are: 7-12 years in technology operations, PMO, chief‑of‑staff/strategic ops, vendor management, or IT finance roles; experience in regulated financial services (credit unions/banks/fintech) strongly preferred. Demonstrated success coordinating legal reviews of technology/vendor agreements (you manage process/quality; hands‑on contract review/redlining experience; attorneys own the legal advice). Familiarity with third‑party risk artifacts (SOC 2, SLAs, DPAs, security exhibits) and regulatory context (e.g., GLBA/FFIEC ) in collaboration with InfoSec GRC. Proven success running executive rhythms (board materials, flash reports, OKRs) and leading cross‑functional initiatives to completion. Strong analytical and financial acumen (budget tracking, forecasts, renewal analysis). Exceptional program/project management , prioritization, and stakeholder communication skills; executive presence and discretion. Excellent stakeholder management and executive communication ; able to de‑conflict, influence, and drive accountability . Experience with credit union operations and regulators; basic familiarity with CCPA/CPRA coordination for technology/data is preferred. Working knowledge of best‑practice frameworks (e.g., COBIT , ITIL 4 ). Certifications a plus: PMP / PMI‑ACP , ITIL , COBIT , CISA/CTPRP , or similar. MBA, MIS, or related advanced degree What YOU'LL do: Own contract governance (playbook alignment, redlining low/medium-risk agreements) Lead special projects for the CIO, cross-functional initiatives (e.g., cost optimization, vendor consolidation, data/reporting improvements, process modernization) from scoping to delivery Drive IT strategic planning and best-practice alignment (e.g., COBIT/ITIL) Manage vendor renewals and budgeting and coordinate real estate leases As a senior escalation point , you'll resolve systemic issues and build trusted relationships across the organization. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Quarterly incentives up to 10% of your salary Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) Wellness Benefits up to $1,200 per year Paid Sick Time accrues at two weeks per year Paid Vacation Time accrues at three weeks per year Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities .

The Mortgage Loan Funder is responsible for the review and analysis of approved credit memorandum for commercial equipment lease department obligations, interpretation of terms, conditions, covenants and restrictions on approval, administration of documents, closing and funding of assigned contracts. Conduct preliminary review and analysis of approved loan structure and verification of the documents submitted by -origination source and determine their compliance with Bank's requirements. Performs all duties in accordance with the company's policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates. Ensures compliance with established Bank policies and procedures. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: GLBA (Gramm-Leach-Bliley Act), Regulation Z (Truth in Lending Act), Regulation DD (Truth in Savings Act) Regulation B (Equal Credit Opportunity Act), Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd Frank Act), Elder Abuse Laws, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to Financial Privacy Act (state and federal) and Community Reinvestment Act. REQUIRED DUTIES 1. Draws loan documents and engage escrow/title for closing coordination 2. Reviews all loan documents for correct signatures, notary information, title reports, escrow instructions, etc. and to maintain compliance with federal, state (wet and dry) and agency guidelines 3. Ensures underwriters have signed off on the file prior to doc and/or prior to fund 4. Provides information to necessary parties to resolve any outstanding issues prior to loan closings 5. Balances Closing Disclosure with closing agents 6. Verifies all fees are disclosed correctly and meets compliance guidelines 7. Deals proactively and professionally with all parties involved in the loan closing to avoid and/or resolve problems at closing 8. Gathers all necessary documents for closing from other parties: hazard insurance information, subordination agreements, payoffs, taxes, etc. in a timely fashion 9. Sign-offs all funding conditions prior to funding 10. Completes pre-closing checklist to ensure compliance with all regulatory and investor guidelines 11. Prepares funding figure and complete signatures necessary according to the authority matrix 12. Sets up wire for closing agent/title with funding department 13. Reviews and funds mortgage loan file in a timely fashion 14. Maintains data integrity of system data fields 15. Reviews Post Closing Disclosure 16. Assumes responsibility for various department functions in the absence of staff members or in overload situations. 17. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. 18. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. 19. Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values. 20. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct. 21. Performs duties specific to the position and other functions as assigned. MINIMUM REQUIREMENTS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. • High school diploma and at least two (2) years of related experience and/or training; or an equivalent combination of education and work related experience. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Work related experience should consist of a loan processing/funding background. • Knowledge of TRID guidelines along with title commitments, hazard, and flood insurance policies. • Knowledge of funding guidelines and procedures for wet and dry states. • Ability to prioritize work and meet funding deadlines. • Intermediate skills in computer terminal and personal computer operation, mainframe computer system, word processing, typing and spreadsheet software programs to meet the needs of the position. • Intermediate math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. • Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees. • Thorough understanding of management procedures; ability to plan department or Company activities (setting objectives, developing strategies, budgeting, and developing policies and procedures); initiative to organize various functions necessary to accomplish department or Company activities; effectively staff (selecting, training and developing employees); directing employees towards the desired objectives (delegating, motivating, resolving problems); controlling the function (developing performance standards, measuring results, taking corrective action and rewarding employees as appropriate). • Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. • Ability to work with no supervision while performing duties. Pay $44,000 - $63,000 per year. The salary reflects the full, reasonably expected salary range for this position. Salary is based on the candidate's current experience, education, skills, and abilities related to the position. Successful candidates may be eligible for bonus, stock, commissions, and incentives at the Company's sole discretion. We offer a comprehensive benefits package, which vary depending on the position ultimately offered. All employees are offered paid sick time off. Depending on the position offered, benefits packages may include vacation leave; paid holidays; medical, dental, vision, life and disability insurance packages for employees and dependents; various other voluntary benefit offers, and optional retirement accounts. We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law. The application window for this position is expected to close on January 31, 2026.

Responsibilities: * Comply with the Bank's established loan policies * Analyze cash flows and review financial convenant * Detail-oriented and be able to multi-task while meeting important deadlines * Communicate with clients either to requests or to provide information Requirements and Skills: * Bachelo'rs degree in Business, Accounting or related field * No prior banking experience required * Bilingual in English and Korean preferred * Solid understanding of lending products and practices * Full-time position Base hourly range: $25 - $26.44

Collections Representative Opportunity at Stanford Federal Credit Union!

The position of Credit Analyst is responsible for managing the Commercial, C&I, SBA, Real Estate Lending, Consumer and Commercial Equipment Leasing loan process and preparation of relationship global cash flow analysis and Management Reporting: Support Company's Lending units with Credit memorandums and financial analysis of new and exist lending relationships. Ensures compliance with established Bank policies and procedures. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: GLBA (Gramm-Leach-Bliley Act), Regulation Z (Truth in Lending Act), Regulation DD (Truth in Savings Act) Regulation B (Equal Credit Opportunity Act), Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd Frank Act), Elder Abuse Laws, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to Financial Privacy Act (state and federal) and Community Reinvestment Act. REQUIRED DUTIES 1. Identifies, collects, and analyzes credit analysis and global cash flow to assess credit risk. 2. Conducts site visits, meetings, and interviews with borrowers. 3. Prepares file approval memorandums summarizing results and validates Credit Risk Ratings in compliance with the Company's policy and procedures. 4. Monitors delinquencies, covenant compliance, etc. 5. Supports commercial lending in other credit matters as assigned. 6. Contacts borrowers to obtain additional supporting information. 7. Prepares spreadsheets and calculates appropriate rations and other financial information. 8. Provides direct support to Senior Credit Officers/Credit Manager to develop and analyze all relevant credit information in conjunction with account officers pertaining to more complex commercial and business loans. 9. Maintains knowledge of the Bank's underwriting and lending guidelines 10. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. 11. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. 12. Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values. 13. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct. 14. Performs duties specific to the position and other functions as assigned. MINIMUM REQUIREMENTS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. • Bachelor's degree highly preferred; High school diploma and/or 1+ plus years work experience and/or training in commercial or SBA lending - specifically, property cash flow analysis and appraisal valuation methods. . • Commercial real estate and/or SBA analysis/underwriting experience a plus • Strong problem solving, analytical and decision making skills. • Able to handle multiple transactions at once and work well in a team-oriented environment • Strong customer service skills, relationship development and management skills • Basic skills in computer terminal and personal computer operation; mainframe computer system; word processing and spreadsheet software programs. • Intermediate typing skills to meet production needs of the position. • Basic math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. • Good verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees. • Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. • Ability to work with no supervision while performing duties. Pay $45,800 - $65,000 per year. The salary reflects the full, reasonably expected salary range for this position. Salary is based on the candidate's current experience, education, skills, and abilities related to the position. Successful candidates may be eligible for bonus, stock, commissions, and incentives at the Company's sole discretion. We offer a comprehensive benefits package, which vary depending on the position ultimately offered. All employees are offered paid sick time off. Depending on the position offered, benefits packages may include vacation leave; paid holidays; medical, dental, vision, life and disability insurance packages for employees and dependents; various other voluntary benefit offers, and optional retirement accounts. We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law. The application window for this position is expected to close on December 29, 2025.

Senior Consumer Compliance Manager Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4.5 billion company with a global reach of over 95,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! The Senior Consumer Compliance Manager is responsible for the management of the Consumer Compliance Program with focus on Mortgage Compliance, Credit Card Compliance, Consumer Protection and UDAAP, Fair Lending, Disclosure Reviews, Advertising and Marketing Reviews, Disputes and Complaint Reviews. The position requires expertise with key federal and state laws and regulations from NCUA, CFPB, FRB, and others, such as Reg X, Reg Z, FCRA and Reg V, UDAAP, Reg E, Reg B, etc. It entails providing advice and guidance to business stakeholders, developing policies, interpreting regulations, regulatory research, assessing applicability to business practices, overseeing regulatory change management, collaborating in risk assessments, developing monitoring and oversight programs, developing training, performing review and challenge, and interacting with business unit stakeholders. The position works under the leadership of VP Risk and Compliance and oversees a team of compliance professionals. *Please note this position is hybrid on site in Palo Alto* Who YOU are: Solid understanding of credit union and financial services laws and regulations, such as those promulgated by banking regulators that include NCUA, CFPB, etc Strong ability in developing, implementing, and managing compliance programs such as consumer compliance, mortgage compliance, complaints, disputes, etc. Familiarity with Compliance Management Systems and the regulatory frameworks that apply to financial institutions. Skilled in performing second line review and challenge, BU compliance oversight, and support in remediation activities. Strong understanding of federal credit union regulations and how credit union regulations apply to banking products, services, and delivery channels. Experience in working with business units and addressing compliance requests. Proficient in the concepts of risk identification, assessment, and management. Bachelor's Degree and or formal industry certifications, plus eight to ten years' compliance experience. What YOU'LL do: Provide subject matter expertise regarding relevant laws and regulations to business units. Must be able to identify applicable compliance requirements, and articulate those requirements to the business unit's products, services, processes, and client types. Provide oversight, review and challenge, and monitoring of risk regulations and controls Maintain regulatory expertise related to mortgage loans and be able to provide guidance in developing processes and controls to ensure compliance with regulatory requirements. Review advertising material for compliance with regulatory requirements. Guide business with marketing campaigns to ensure UDAAP, Fair Lending, and Fair Banking expectations are met. Develop template disclosures and marketing guides. Perform quarterly review of HMDA data to ensure data quality. Use HMDA and other data to perform periodic fair lending analysis and work with the business to address any deviations from expected patterns. Periodically review complaints, underwriting exceptions, pricing exceptions, and loan denials to ensure there is adherence to fair lending standards. Review dispute escalations and complaints to ensure they are handled as per regulatory expectations and follow up activities are performed. Understand payment systems such as cards, Zelle, Bill Pay, etc., and be able to assist with compliance expectations. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Quarterly incentives up to 10% of your salary (based on position) Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) Wellness Benefits up to $1,200 per year Paid Sick Time accrues at two weeks per year Paid Vacation Time accrues at three weeks per year Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities .