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Premier America Credit Union jobs in Los Angeles, CA - 57 jobs

  • Accounting Specialist III - Temporary 90-day Assignment Onsite

    Premier America Credit Union 3.3company rating

    Premier America Credit Union job in Los Angeles, CA

    Job DescriptionDescription: Job Title: Temporary Accounting Generalist III - 90-day assignment At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: Premier America Credit Union is seeking an Temporary Accounting Generalist III will, under supervision, provide support to comply with the policies and procedures of the Credit Union in maintaining all Accounting processes. What You Will Do: Assists other departments and answers accounting and financial questions by researching and interpreting data. Assists with compiling supporting documentation for internal and external audits. Support automation projects through training, problem resolution, and testing Involved in cross-training team members for coverage purposes, as appropriate Support Accounting Manager by reviewing daily work as assigned Attend seminars and professional conferences. Maintain and apply proficient knowledge of all applicable regulations. Regulations include but are not limited to Regulation CC, Regulation J, Regulation E, Regulation D, and Bank Secrecy Act. Ability to work autonomously in a hybrid environment, balancing remote and on-site responsibilities effectively. Assumes responsibility for establishing and maintaining effective communication and coordination with Premier America Team Members. Assists in the preparation of financial statements by gathering and analyzing information from the general ledger system, core system and departments. May assist with recurring regulatory schedules needed for 1099-Misc, FR2900, 5300, 571-L. Timely and accurate input, verification, processing and tracking of incoming and outgoing payments in compliance with financial policies and procedures. Assume responsibility for two (2) or more of the following major functions: Provide support to the primary daily processes and regulatory requirements of Accounting Services; Wire Transfers, Corporate checks, Accounts Payable, General Ledger Accounting. Reconciles more complex general ledger accounts daily and monthly, identifying and resolving discrepancies promptly and prepares necessary clearing general ledger entries. Completes assigned monthly-end close workbooks and journal vouchers. Requirements: What We Are Looking For: Minimum of seven (7) years of work experience, of which at least five (5) years is related to Accounting. High school diploma required, Accounting or Finance college level courses or equivalent preferred. Strong verbal and written communication skills Basic Accounting concepts of debits and credits. Familiarity with all transaction processing, check operations and fun transfers. PC skills: proficient in MS Office suite - advanced Excel skills. Proficient with 10-key calculator Ability to prioritize effectively, working in a fast-paced environment. Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. Equal Opportunity Employer - Veterans / Disabled Drug-free Workplace Pay Grade Info: To provide greater transparency for candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $40 hourly Perks Important to You: Our Team Members enjoy the following rewards and benefits: Competitive pay Subsidized health care including medical, dental and vision. FSA and HSA Company-Paid Life and A&D insurance Discounts on loans (must be a member) Paid Vacation, Holiday, and Sick time. 401k Retirement Saving Plan with a 6% safe harbor employer match. Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation's largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a personal stake in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during challenging times, credit unions have always made a meaningful difference in the lives of members.
    $40 hourly 12d ago
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  • Business Intelligence Financial Analyst - on-prem daily

    Premier America Credit Union 3.3company rating

    Premier America Credit Union job in Los Angeles, CA

    Full-time Description Job Title: Business Intelligence Financial Analyst At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: The Business Intelligence (BI) Financial Analyst will play a pivotal part in supporting Premier America's efforts to modernize its data infrastructure and empower teams with real-time insights. This role will help establish a unified single source of truth through enterprise dashboards, unified reporting, and advanced analytics. By enabling automation, elevating data quality, and providing access to meaningful metrics, this role helps the organization transition to proactive, predictive insights-driving improved member engagement and increased operational efficiency. What You Will Do: Design, develop, and maintain dashboards and visualizations that support enterprise and departmental KPIs, providing a clear view of performance, member behavior, and operational effectiveness. Collaborate with cross-functional teams to define and document business requirements, data sources, and metric definitions, ensuring alignment with governance standards. Translate business needs into technical BI requirements and ensure alignment with data governance and accuracy standards. SQL and BI tools - Tableau and Power BI - to analyze structured and semi-structured data from systems like Symitar, Salesforce, Medallia, Velera, and others. Validate data quality and integrate clean, reliable data into the Enterprise Data Warehouse and reporting ecosystem. Design and develop predictive models and early warning indicators in collaboration with stakeholders. Enables access and understanding of data usage by training stakeholders, enabling data literacy, and embedding dashboards into daily decision-making processes Analyze trends and provide insight that supports growth in Markets of Opportunity, enhances fraud mitigation, drives member retention, and informs product and engagement strategies. Contribute to the enterprise-wide implementation of reporting platforms and support the retirement of legacy systems. Develops integrated reporting layer that reduces manual workload and creates a unified source of truth. Partner with the Finance Team to ensure that reliable, properly formatted data extracts can be pulled from the data warehouse for the purpose of feeding into financial modeling software and to ensure that necessary data enhancements are made to include additional data when necessary to improve the accuracy and reliability of financial modeling results. Requirements What We Are Looking For: 3+ years of experience in BI development, data analysis, or enterprise reporting, ideally in a credit union or financial services setting. Bachelor's degree in Business Analytics, Information Systems, Finance, or a related field. Strong proficiency in SQL and data visualization tools, with a track record of delivering meaningful, intuitive dashboards. Familiarity with credit union operations, especially related to digital banking, deposits, payments, fraud. Experience with Jack Henry's Symitar, Lumin Digital, Tableau, Salesforce, and Salesforce Marketing Cloud is a plus. Familiarity with Agile methodologies and experience working within Agile teams. Excellent communication and interpersonal skills, capable of working with both technical and non-technical stakeholders. Strong problem-solving abilities and attention to detail. Ability to manage multiple tasks and projects in a fast-paced environment. Detail-oriented and self-motivated, with a passion for solving business problems through data. Familiarity with data governance principles and data quality standards. Experience working with data warehouses, data lakehouses, or cloud analytics platforms is a plus. Excel proficiency and familiarity with financial statements and financial modeling software (i.e. Interest Rate Risk modeling software). Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. Equal Opportunity Employer - Veterans / Disabled Drug-free Workplace Pay Grade Info: To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $65k-$81K Perks Important to You: Our Team Members enjoy the following rewards and benefits: Competitive pay Subsidized health care including medical, dental and vision FSA and HSA Company-Paid Life and A&D insurance Discounts on loans (must be a member) Paid Vacation, Holiday, and Sick time 401k Retirement Saving Plan with a 6% safe harbor employer match Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation's largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.
    $65k-81k yearly 60d+ ago
  • Business Development Coordinator (B2B)

    Orange County's Credit Union 4.3company rating

    Santa Ana, CA job

    Business Development Coordinator; help us grow the Orange County's Federal Credit Union community-one relationship at a time. At Orange County's Federal Credit Union (OCFCU), we don't just offer banking services, we create meaningful relationships that empower our members and enrich our community. With over 85 years of trust, $2.5+ billion in assets, and over 140,000 members, we've built a reputation for excellence-and we're just getting started! Our commitment to people, performance, and purpose has earned us the #1 spot in the Orange County Register's 2025 and 2024. Are you a relationship-builder who loves connecting with people? We're looking for a high-energy, experienced, and passionate Business Development Coordinator who enjoys being on the phone, presenting to business leaders, and asking for partnerships. In this role you'll help to identify opportunities, generate new leads and set on-site meetings. This position plays a critical role in the strategic plan and growth strategy by net-working with businesses that are within a 5-10-mile radius of each of our 11 branches. You'll develop productive relationships with key decision makers and set meetings where Orange County's Federal Credit Union can market financial services and products to employees of the employer groups. As our Business Development Coordinator, you will: Champion the Credit Union difference by serving as a liaison between OCFCU and local businesses. Build and expand partnerships-identifying new relationships and nurturing existing ones to ultimately increase memberships. Securing meetings with top level decision makers. Plan, schedule, and support onsite visits with companies and organizations to promote OCFCU offerings and present the value of credit union collaboration. Support the Director of Corporate Business Development with performance tracking, event planning, budget monitoring, and partner relationship management. Partner closely with branch leaders and employees-sharing insights, supporting cross-functional initiatives, and contributing to membership and financial growth goals. You'll thrive in this role if you: Excel at opening doors with new business partners. We'll provide the compelling reasons for them to partner with OCFCU! Enjoy relationship-building and representing an organization with pride and professionalism. Are energized by community engagement, on-site meetings with business decision makers, and connecting with diverse audiences. Bring a mix of creativity, organization, and strategic thinking. Excel at communication, marketing, and collaboration across teams, departments, and partner organizations. Such as public speaking in front of both small and large groups, creating dynamic PowerPoint presentations, and leveraging social media. Requirements: Two plus years of experience in business development, sales, or related experience. Experience conducting outbound sales calls to business decision makers. These calls will be made by leveraging all communication channels; phone calls, emails, LinkedIn messages, video conferencing, in-person visits, etc. Proficient in Microsoft Software Applications (Word, PowerPoint, Excel) and CRM systems. Strong presentation and public speaking skills with the ability to connect with current and potential members. Strong time management, organizational, and prioritization skills with the ability to balance multiple priorities simultaneously and pivot with the needs of the business. Reliable transportation to travel a 5-10-mile radius of each of our 11 branches and occasionally further for special events. Flexible working availability. Majority of the shifts will be Monday - Friday, traditional office hours with occasional evenings and weekends. This position is currently hybrid-eligible, with the expectation of three days pre-assigned on-site attendance. This role requires California residency and living within a 50-mile commute of our headquarters in Santa Ana. What do we offer? The targeted hourly rate range is $26.00 - 33.00. Final offer will be determined based on experience, education, training/certifications and specialized skills. Anthem HMO/PPO, Delta Dental, and Unum options - from day one! 401(k) with up to 6% employer matching dollar for dollar! Annual discretionary bonus & performance merit increases Educational grants up to $1,000 13 vacation days/year (increases with tenure) 7 sick days/year PLUS paid holidays Orange County's Federal Credit Union is an Equal Opportunity Employer. Pre-employment screenings, including background and credit checks, are required.
    $26-33 hourly Auto-Apply 5d ago
  • Personal Financial Advocate - Ventura County, California

    Kinecta Financial Management Co 4.0company rating

    Manhattan Beach, CA job

    Under general supervision of the Mgr. Retail Service or Mgr. Asst Retail Services, perform duties related to member services and sales production; the development of Select Employer Groups and business expansion; acts as a financial advocate to members; and performs related work as assigned. This position will also fulfill member's needs, complete standard teller transactions accurately and provide information on all products and services to members in a timely, courteous, and efficient manner. MINIMUM QUALIFICATIONS: Knowledge, Skills, and Abilities: • Knowledge of features and benefits of Credit Union or Banking products and services in order to solicit, explain, and discuss with members. This information may be acquired through on-the-job and formal training programs. • Strong communication skills (written and orally) • Basic computer skills needed for accurate data entry of member and loan account information, and to create and revise general correspondence. • Effective interpersonal skills. • Strong cash handling/customer/member service skills. • Ability to analyze member's financial needs and provide related information and/or data to demonstrate product and service benefits. • Ability to listen, observe and interpret people and situations. • Ability to analyze and solve problems. • Ability to interact with staff, members and others encountered in the course of work. • Ability to learn and apply new information or skills. • Ability to perform highly detailed work on multiple, concurrent tasks. • Ability to use math and apply mathematical reasoning and abstract statistical concepts. Education, Training and Experience: Potential candidates for this position must meet the following requirements: • A minimum of two years of credit union or banking experience preferably at a financial institution. • 1-2-year experience in customer service and cash handling; or equivalent combination of education and experience. • One year of relevant professional-level work experience may be substituted for one year of required education. If You: Are looking to join an organization that offers: • Competitive Salary Structures • Generous Incentive Plan • Excellent Career Development Opportunity • Medical, Dental, and Vision Insurance • Flexible Spending Account / Health Savings Account • Education Reimbursement / Student Loan Repayment • Generous Paid Time Off program • Company Matching 401k • Generous Employee Discounts on Credit Union Services / Referral Bonus Programs • Rewarding Community / Volunteer programs • Employee Assistance Programs - EAP • Total Wellness Programs • Rideshare Programs • Onsite Employee Gym & Cantina at Headquarters Then this is the position for you! Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
    $42k-49k yearly est. Auto-Apply 7d ago
  • Assistant Branch Manager - Thousand Oaks

    Premier America Credit Union 3.3company rating

    Premier America Credit Union job in Thousand Oaks, CA

    Job DescriptionDescription: Job Title: Assistant Branch Manager At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: We are seeking a dynamic Assistant Branch Manager who is an experienced leader with the direction and administration of branch operations. The right candidate will have a sense of urgency, the ability to improve operational efficiency through thoughtful process improvement, and a strong commitment to delivering best in class service. About You: Leadership: You build trust and demonstrate integrity with noticeable congruence between words and actions. You are able to organize and influence others to believe in a vision, while creating a sense of direction. Teamwork: Your leadership style emphasizes the importance of teamwork, while encouraging individuals to learn and grow. You have been recognized for your excellent interpersonal skills and your ability to effectively communicate, build rapport and relate to others. Coach: You guide and motivate the Branch staff to promote a culture focused on protecting our member's assets while delivering best in class service. Judgement: You make exact decisions about business policies, managing risks and ensuring operations are conducted in accordance with internal policies, procedures and legal/regulatory requirements. What You Will Do: The core responsibility is the effective and efficient management of branch operations in accordance with established Credit Union policies, legal and regulatory requirements, and audit standards. Must ensure branch security while conducting opening and closing procedures in accordance with set hours. May be assigned to test security equipment. Expected to ensure branch transactions are balanced at the end of each business day by printing reports and completing all checklist for verification. Will be responsible to complete month end certification of all cash items and negotiable instruments. Acts as a champion to promote branch business development and seek to increase membership. Will actively cross sell the Credit Union's products and services. Responsible for assisting with implementing changes to established policy and procedures within the branch. Will establish and maintain effective and professional business relations with internal and external stakeholders. Provide guidance and supervision for all branch personnel. Will assist with orientation of new team members and provide training support to ensure all direct reports are well trained in all aspects of their respective positions. Ensure that the branch has sufficient staffing levels by scheduling team members accordingly. Ensure that member requests and questions are promptly and courteously resolved in an appropriate timeframe. Acts as Branch Manager when necessary. Requirements: What We Are Looking For: High school diploma or equivalent Three (3) to five (5) years of related operations experience required Thorough knowledge of Credit Union products, services, and policies Understanding of Teller and Financial Service Representative functions Excellent written and verbal communication skills Excellent leadership and training skills Ability to prioritize effectively, working in a fast-paced environment Strong oral and written communication skills PC Skills: Word, Excel, Microsoft office Availability to work the Credit Union's core business hour Key words: banking, credit union, assistant manager, management, supervisory, leader, leadership, branch operations Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. EOE/Drug-free workplace Pay Grade Info: To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $32.43 - $40.54/ hour Perks Important to You: Our Team Members enjoy the following rewards and benefits: Competitive pay Subsidized health care including medical, dental and vision FSA and HSA Company-Paid Life and A&D insurance Discounts on loans (must be a member) Paid Vacation, Holiday, and Sick time 401k Retirement Saving Plan with a 6% safe harbor employer match Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation's largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.
    $32.4-40.5 hourly 24d ago
  • Personal Banker III

    Premier America Credit Union 3.3company rating

    Premier America Credit Union job in Los Angeles, CA

    Job DescriptionDescription: At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: We are seeking a dynamic Personal Banker III, who is an experienced advisor in establishing, developing and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial relationships with members to help attain department goals. What You Will Do: Responsible for establishing, developing and retaining deep financial relationships with members, to help meet and exceed member and credit union goals. This role requires a strong ability to professionally and effectively communicate with prospective and current members on a broad range of situations. The Personal Banker 3 must be flexible and be willing/able to migrate between the teller line and platform seamlessly, working as part of a team to maximize revenue growth and to meet or exceed personal and Branch sales and service goals. Responsible for identifying member needs and cross-selling appropriate products and services, while meeting sales goals and service standard expectations. Performs a full range of senior teller, operational, and account management transactions accurately and efficiently. Balances daily transactions and verify that cash totals are correct. Open all variety of deposit accounts, resolve member issues, manage account maintenance, and update member information as required. Assists members with Safe Deposit access/open Safe Deposit boxes for members, where applicable. Requirements: What We Are Looking For: High School degree or equivalent A minimum of two (2) years of banking experience Track record of outstanding member service. Demonstrated track record of success meeting and/or exceeding established goals. Lending experience. Strong “People” skills, comfortable multi-tasking, ability to work independently AND as a member of a team, capable in a relationship focused sales environment. Pay Range Info: To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $23 -$29 / per hour plus incentives (guaranteed at $500/month for first 90 days). Key words: banking, credit union, personal banker, financial service specialist Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. EOE/Drug-free workplace Perks Important to You: Our Team Members enjoy the following rewards and benefits: Competitive pay Subsidized health care including medical, dental and vision FSA and HSA Company-Paid Life and A&D insurance Discounts on loans (must be a member) Paid Vacation, Holiday, and Sick time 401k Retirement Saving Plan with a 6% safe harbor employer match Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation's largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.
    $23-29 hourly 5d ago
  • Call Center Representative - Banking Services

    Orange County's Credit Union 4.3company rating

    Santa Ana, CA job

    Must be willing and able to commute to Santa Ana, CA. Working remotely may be granted after six months of successful performance. Must be available to work shifts ranging between 7:45am - 7:15pm, Monday - Friday, and two Saturdays per month 8:30am - 2:30pm. At Orange County's Federal Credit Union, we don't just offer banking services, we create meaningful relationships that empower our members and enrich our community. With o ver 85 years of trust, $2.5+ billion in assets, and 140,000+ members , we've built a reputation for excellence-and we're just getting started. Our commitment to people, performance, and purpose has earned us the #1 spot in the Orange County Register's 2025 and 2024 Best Credit Union list, and the voices of our employees have earned us the Peter Barron Stark Award for Workplace Satisfaction . When you join us, you're not just taking the next step in your career; you're joining a team that loves where they work. The successful Call Center Representative has an exuberant demeanor and provides members with general information regarding their accounts, credit union policies, and services through extraordinary Member experiences. By comprehending Member preferences and providing 'trusted advisor' service, you'll match products and services that meet members' financial needs, while building and deepening relationships. ESSENTIAL FUNCTIONS: Relates favorably with members and colleagues in all encounters, conveying information and communicating with mutual respect, resulting in new account relationships and referrals. Cross-sells additional products and services that meet the member's needs and resolve escalated member issues. Assists in areas of Credit Cards, fiduciary accounts such as trust accounts, and more intricate products and services. Meets/exceeds your goals, including enhanced Member Survey Scores, Productivity, and Quality Assurance Scores on randomly selected and monitored calls. Assists and contributes to achieving individual, branch, and credit union goals and the organization's strategic plan. Availability for opening and closing shifts Monday - Friday ranging between 7:30am - 7:15pm, and two Saturdays per month 8:30am - 2:30pm. QUALIFICATIONS: At least one (1) year of experience in a call center and banking environment, which includes knowledge of sales and service preferred. Possess the aptitude to exercise self-awareness, self-regulation, motivation, inspiration, empathy, and be service-oriented, utilizing influence in a positive manner Must be effective in written and oral communication, including the ability to speak and hear to give and receive instructions and information to others in person and over the telephone Computer knowledge and experience normally expected in professional environments, including Microsoft programs, Outlook scheduling, and the knowledge of how to navigate effectively on the internet Accurately performs mathematical calculations. Final offers are based on qualifications, internal equity, and the level of position offered. Below are OCFCU's Call Center job levels with their corresponding hourly pay ranges: Call Center Rep. I: $19.00 - $20.00 (Requires recent call center experience in any industry) Call Center Rep. II: $20.50 - $21.00 (Requires recent banking experience) Call Center Rep. III: $22.00 - $22.50 (Requires call center banking AND consumer lending experience) Generous benefits include: Anthem & Delta Care USA Dental - From day one of employment! Life insurance at no cost to associates. 401(k) - OCCU contributes up to 6% of gross earnings (dollar for dollar). Vacation hours - 13 days per year, rolls over year-to-year and increases with tenure. Sick hours - 7 days per year Paid Holidays Annual performance merit increases Professional and personal development programs, including educational grants up to $1k per year and step progression opportunities. Annual discretionary bonus Professional, welcoming, and collaborative work environment focused on achieving goals, recognizing successes, and excelling at member service. We perform thorough background and credit check. EOE
    $36k-43k yearly est. Auto-Apply 13d ago
  • Mortgage Loan Officer - Chatsworth

    Premier America Credit Union 3.3company rating

    Premier America Credit Union job in Los Angeles, CA

    Full-time Description Job Title: MORTGAGE LOAN OFFICER At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: We are seeking a dynamic Mortgage Loan Officer who will be responsible for promoting products and services while developing and maintaining a quality referral network of business and personal relationships in the greater Houston metropolitan area. The right candidate will have a sense of urgency, excellent time management skills, the ability to improve operational efficiency through thoughtful process improvement, and a strong commitment to delivering best in class service. About You : Customer Service: You will provide support to the primary daily processes and regulatory requirements of the residential lending department. Teamwork: Your ability to encourage and exchange creative ideas, to provide practical solutions to problems, will be used to promote innovation. Communication: Your effective communication style will be used to transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Initiative: Your high level of initiative and personal responsibility will enable you to manage multiple priorities simultaneously in an effective and professional manner. What You Will Do: The core responsibility is to increase residential mortgage loan production by soliciting members or non-members as you meet the department's new loan application and funding goals. Must offer retail mortgage loan products and cross-sell financial products and services, as needed by the member including depository accounts to existing or potential members. Expected to continuously seek out opportunities through outside sales activities to increase loan growth and revenue. Assist in the qualification of applicants for appropriate mortgage loan products based on underwriting guidelines. Will obtain pertinent information to process loan applications and ensure data and documents are accurately entered into the loan origination system (LOS). Work closely with loan processors and the loan department to ensure a complete and quality loan package. Responsible for educating applicants of available products and other loan alternatives while cross selling products and financial services appropriately to meet our member's needs. Will negotiate loan terms while providing the necessary disclosures in accordance with Reg Z and RESPA. Will communicate loan conditions and status directly to applicant and associated Real Estate agents. Complete timely follow-up on all leads and pending loan applications to ensure expected turnaround time, meeting established department service level agreements (SLAs). Provide the highest level of service by promptly responding to member needs in a professional, friendly, and respectful manner. Develop business relationships with key organizations and network groups. Support department business development goals through effective calling efforts on prospects. Monitor market conditions while making recommendations for new products and services. Conduct Real Estate training and home buying seminars. Some travel may be required. Requirements What We Are Looking For: Bachelor's degree in business or related field or related experience Three years of progressive experience in a related position Understanding of related legal and regulatory requirements Maintain a valid driver's license, current auto insurance and NMLS registration Strong organizational and time management skills Ability to prioritize effectively, working in a fast-paced environment Strong oral and written communication skills, including ease in presenting information to a group Bi-Lingual (Spanish speaking) preferred PC Skills: Word, Excel, Microsoft office Key words: banking, credit union, mortgage loan officer, mortgage loan originator, mortgage loan consultant Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. Equal Opportunity Employer - Veteran / Disabled Drug-free workplace Pay Grade Info: To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $31- $38 hourly Perks Important to You: Our Team Members enjoy the following rewards and benefits: · Competitive pay, (base, commissions, and incentives) · Subsidized health care including medical, dental and vision · FSA and HSA · Company-Paid Life and A&D insurance · Discounts on loans (must be a member) · Paid Vacation, Holiday, and Sick time · 401k Retirement Saving Plan with a 6% safe harbor employer match · Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation's largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.
    $31-38 hourly 60d+ ago
  • Facilities & Security Manager

    Orange County's Credit Union 4.3company rating

    Santa Ana, CA job

    Exciting Opportunity at Orange County's Federal Credit Union Facilities and Security Manager CREDIT UNION'S PURPOSE : Simple Banking. For People, Not Profit. CREDIT UNION'S CORE VALUES : Integrity, Service Excellence, Growth & Development, High Performance, Mutual Respect, Community, and Fun Workplace Excellence. Through our associates' opinions and voices, Orange County's Federal Credit Union is a proud recipient of the Peter Barron Stark Best of the Best Award for highest associate satisfaction in the workplace! As a leading financial service provider with over 80 years of experience serving 123,000+ members, Orange County's Federal Credit Union is currently $2+ billion in assets & growing. Generous benefits include: Anthem HMO/PPO, Delta Dental, Unum options - from day one Life insurance at no cost to employees. 401(k) - We match up to 6% of the employee's contribution (dollar for dollar) Vacation hours - 18 days per year and rolls over year to year, and increases with tenure Sick hours - 7 days per year and paid holidays Annual performance merit increases Professional and personal development programs, including educational grants up to $1k per year, and step progression opportunities Annual discretionary bonus Professional, friendly work environment focused on achieving goals, recognizing successes, and excelling at member service. POSITION SUMMARY: Under minimal direction, the Facilities & Security Manager oversees the maintenance, security, and operational readiness of Orange County's Federal Credit Union's facilities portfolio. The role ensures a safe, functional, compliant, and member-ready environment across all sites, enabling associates to provide excellent service to Members. This leader manages a team of Facilities Coordinators and Facilities Associates, oversees vendor relationships, ensures building systems operate reliably, and maintains physical security standards consistent with credit union regulatory and safety requirements. The Manager also partners closely with Real Estate, Information Security, Business Continuity, PMO, and branch leadership to support lease administration, new site construction, branch remodels, relocations, and strategic growth initiatives. ESSENTIAL FUNCTIONS: Manages the maintenance, repair, and ongoing operations of the owned headquarters and all leased branch locations. Conducts routine facility inspections; identifies and resolves issues proactively. Overseas preventative maintenance programs for HVAC, electrical, plumbing, roofing, elevators, lighting, alarms, security cameras and other building systems. Provides leadership and direction to the staff in the day-to-day operations of the department to ensure goals and objectives are met. Evaluates proposals and bids for various design and contract and service vendors in accordance with Credit Union policies, verifying their qualifications, capabilities, and reputation. Responsible for the source selection, bidding, follow-up, receiving, inspection, analysis, disbursement, and inventory control of all operations conducted as they relate to purchasing, receiving, warehousing, and distributing products and services for the credit union. Oversee all physical security systems including alarms, access control, badge systems, surveillance cameras, intrusion detection, and branch security protocols. Assists in the maintenance of enterprise-wide security system that partners with outside vendors and internal IT teams to meet organization, law enforcement, and Associate requirements. Coordinates with Information Security and Fraud teams on incident response, camera footage retrieval, and physical access reviews. Assists in the development of the annual budget and strategic plan. Assists in the development of the multi-year facility lifecycle plans, identifying major system replacements and long-term facility needs. Monitors all lease renewals, expirations, critical dates, and notice timelines. Assists with lease negotiations, landlord coordination, site evaluations, and tenant improvement projects. Ensures facilities' Associates are adequately trained to perform their responsibilities and adhere to facilities and building services policies and procedures. Selects, hires, develops, motivates and coaches associates to achieve credit union and Department goals and objectives; includes cross training of associates. Evaluates work performance of associates through timely and regularly scheduled reviews; recommends promotions, salary adjustments and conducts corrective actions, including terminations, as needed; and effectively handles other associate related issues. Develops and maintains Associate safety programs including ergonomic evaluations and employee safety committees. Participate in Disaster Recovery planning. Oversee the management of emergency supplies, and CPR training coordination. Keeps the AVP Facilities and Security informed of facility activities and brings solutions to significant problems. In lieu of the AVP Facilities and Security, participates in functional committees, including the Security Committee. LEADERSHIP: Undertakes continuous self-development of both functional and leadership skills. Focus and evidence of development in the following: Thinks strategically Execute for results Leads talent Develops personal proficiencies Fosters a shared equity of power Is self-regulating and has strong impulse control Exercises emotional intelligence Facilitates, not controls Inspires commitment Exhibits business financial acumen QUALIFICATIONS: Experience / Training / Education: College degree in facility management or related field, industry certifications, or equivalent work experience Five to eight years of relevant work experience, preferably in purchasing or logistics management, facilities management, and physical security ideally in a financial institution. Knowledge / Skills / Abilities: Knowledge of HVAC, Electrical, Plumbing, and Building Systems. Knowledge of physical security systems (alarms, access control, surveillance, badge systems). Understanding of California building codes, ADA requirements, and basic permitting. Must possess the ability to exercise self-awareness, self-regulation, motivation and inspiration, empathy, and be service-oriented, utilizing influence in a positive manner. Knowledge of software that is used to create and maintain reports, logs, space & asset planning, and web research. Effective communication skills both verbally and in writing and excellent telephone manner. Ability to interface with others in a positive and professional manner. Demonstrates ability to work independently and be self-directed when necessary as well as the ability to work and accomplish goals in a team environment. This position is currently hybrid-eligible, with the expectation of three days pre-assigned on-site attendance. This role requires California residency and living within a 50-mile commute of our headquarters in Santa Ana. The targeted annual salary range is $95,100.00 to $119,000.00. Final offer will be determined based on experience, education, training/certifications and specialized skills. We perform thorough background checks and credit checks. EOE
    $95.1k-119k yearly Auto-Apply 22d ago
  • Senior Automation Developer

    Orange County's Credit Union 4.3company rating

    Santa Ana, CA job

    Exciting Opportunity at Orange County's Federal Credit Union Senior Automation Developer CREDIT UNION'S PURPOSE : Simple Banking. For People, Not Profit. CREDIT UNION'S CORE VALUES : Integrity, Service Excellence, Growth & Development, High Performance, Mutual Respect, Community, and Fun Workplace Excellence. Through our associates' opinions and voices, Orange County's Federal Credit Union is a proud recipient of the Peter Barron Stark Best of the Best Award for highest associate satisfaction in the workplace! As a leading financial service provider with over 80 years of experience serving 123,000+ members, Orange County's Federal Credit Union is currently $2+ billion in assets & growing. Generous benefits include: Anthem HMO/PPO, Delta Dental, Unum options - from day one Life insurance at no cost to employees. 401(k) - We match up to 6% of the employee's contribution (dollar for dollar) Vacation hours - 13 days per year and rolls over year to year, and increases with tenure Sick hours - 7 days per year and paid holidays Annual performance merit increases Professional and personal development programs, including educational grants up to $1k per year, and step progression opportunities Annual discretionary bonus Professional, friendly work environment focused on achieving goals, recognizing successes, and excelling at member service. POSITION SUMMARY: Under limited direction, the Senior Automation Developer will design and build modern automations across multiple platforms, connect on-prem systems with cloud services, and start to embed AI/agentic capabilities into how we work. This role will be responsible for taking manual, error-prone processes and turning them into secure, resilient, and observable automations using a mix of tools: RPA, low-code/no-code automation, iPaaS, APIs, and cloud functions (e.g., AWS Lambda, Azure Functions, GCP Cloud Functions). Experience integrating LLM / AI agents into workflows is a major plus. This role is hands-on, but also highly collaborative and will partner with business stakeholders, architects, security, and data teams to prioritize opportunities, implement solutions, and establish automation standards and best practices. ESSENTIAL FUNCTIONS: Automation Design & Development Works with business stakeholders to identify, qualify, and prioritize automation opportunities across the organization. Designs and implements end-to-end workflows using multiple automation platforms (e.g., Microsoft Power Automate / Power Platform, UiPath, Automation Anywhere, n8n, Make/Zapier, ServiceNow, or similar). Builds and deploys cloud-based automations using services such as AWS Lambda, Azure Functions, GCP Cloud Functions, event buses, and queues. Develops integrations using REST/JSON APIs, webhooks, and message queues to connect core systems (e.g., core banking, digital banking, LOS, CRM, HR, and other SaaS platforms). Implements robust error handling, retries, logging, and monitoring to ensure automations are reliable and supportable in production. AI & Intelligent Automation Experiments with and, where appropriate, implements AI-powered automations (e.g., LLM-based agents that classify requests, summarize data, draft responses, or orchestrate next steps). Integrates AI/LLM services (e.g., Azure OpenAI, OpenAI, AWS Bedrock, or similar) into existing workflows to improve accuracy, speed, or member/employee experience. Help define guardrails and patterns for the safe and compliant use of AI within automation workflows (prompt design, redaction, input/output validation). Engineering Excellence & Governance Owns the full automation lifecycle: discovery, design, development, testing, deployment, documentation, and support. Maintains source control, branching, and deployment pipelines (e.g., Git, Azure DevOps, GitHub Actions, or similar) for automation assets and related code. Defines and upholds standards, reusable components, and best practices for automation design, naming, security, and observability. Partners closely with Information Security, Risk, and Compliance to ensure automations meet security, privacy, audit, and regulatory requirements. Works with operations and help desk teams to transition automations into steady-state support, including runbooks, alerts, and SLAs. Collaboration & Stakeholder Management Translates business problems into clear technical requirements and solution designs that balance speed, maintainability, and risk. Facilitate workshops and process walkthroughs to map current-state workflows and design future-state automations. Communicates progress, risks, and outcomes clearly to technical and non-technical audiences, including leadership. Mentor's junior developers and power users; it helps build an automation-minded culture across the organization. QUALIFICATIONS: Experience / Training / Education: 5+ years of hands-on experience in automation / integration development (RPA, low-code, or iPaaS), including designing and deploying production workflows. Bachelor's degree in Computer Science, Information Systems, Engineering, or equivalent practical experience. Professional experience with at least two of the following categories of tools: RPA platforms (e.g., UiPath, Automation Anywhere, Blue Prism, Power Automate Desktop) Low-code / workflow automation (e.g., Power Automate, ServiceNow, Salesforce Flow, Nintex) iPaaS / orchestration (e.g., MuleSoft, Boomi, n8n, Make, Zapier) Strong experience building cloud-native integrations and automations using: Cloud functions (AWS Lambda, Azure Functions, or GCP Cloud Functions) REST APIs, OAuth2/OIDC, webhooks, and JSON Basic cloud services (e.g., storage, queues, event buses, secrets management). Experience working with relational databases and SQL for querying and transforming data. Experience using Git or similar version control and comfort working in a CI/CD environment. Experience integrating LLM / AI services (e.g., Azure OpenAI, OpenAI, AWS Bedrock, Gemini, etc.) into applications or automations preferred. Prior work in financial services, banking, or highly regulated environments, with exposure to audit, risk, and compliance requirements preferred. Hands-on experience with monitoring and observability tools preferred (e.g., Dynatrace, AppInsights, CloudWatch/Cloud Logging, custom dashboards). Exposure to process mining / task mining tools and techniques to identify automation candidates and measure impact preferred. Experience establishing or contributing to a Center of Excellence (CoE) for automation/intelligent automation preferred. Certifications in relevant platforms (e.g., UiPath, Power Platform, AWS/Azure/GCP, ServiceNow) are a plus. Knowledge / Skills / Abilities: Solid programming/scripting capability in at least one language (e.g., Python, JavaScript/TypeScript, C#, or Java). Demonstrated ability to analyze processes, design future-state workflows, and document solutions clearly. Familiarity with secure coding and automation practices, including credentials management, privilege, and data protection. Systems thinking sees across applications, data, and teams; designs automations that work in the real world, not just in isolation. Bias for action: comfortable iterating and delivering value quickly while managing risk appropriately. Communication: can explain complex technical concepts in plain language and build trust with stakeholders. Ownership & accountability treats automations as products, not projects-cares about reliability, usability, and long-term maintainability. Continuous learning: stays current on new automation platforms, cloud patterns, and AI capabilities and knows when (and when not) to apply them. Ability to speak and hear to give and receive instructions and information to others in person and over the telephone. Other language skills are helpful. Ability to accurately perform mathematical calculations. Ability to create and maintain accurate reliable records. Requires good memory, knowledge retention skills and ability to multi-task, prioritize projects and duties effectively. Requires excellent follow-through skills, member relations skills, and sound business judgment. Ability to interface with others in a positive and professional manner. Goal-oriented with a desire to work in a fast-paced and result-driven environment. Demonstrates ability to work independently and be self-directed when necessary as well as the ability to work and accomplish goals in a team environment. This position is currently hybrid-eligible, with the expectation of three days pre-assigned on-site attendance. This role requires California residency and living within a 50-mile commute of our headquarters in Santa Ana. The targeted hourly range is $41.00 per hour to $51.00 per hour. Final offer will be determined based on experience, education, training/certifications and specialized skills. We perform thorough background checks and credit checks. EOE
    $41-51 hourly Auto-Apply 14d ago
  • Staff Accountant

    Orange County's Federal Credit Union 4.3company rating

    Santa Ana, CA job

    Job DescriptionJoin Our Team as a Staff AccountantAfter completing four months of successful performance, employees become eligible for a hybrid schedule, which requires in-office attendance three days per week at our Santa Ana, CA headquarters. At Orange County's Federal Credit Union, we don't just offer banking services, we create meaningful relationships that empower our members and enrich our community. With over 85 years of trust, $2.5+ billion in assets, and 140,000+ members, we've built a reputation for excellence-and we're just getting started. Our commitment to people, performance, and purpose has earned us the #1 spot in the Orange County Register's 2025 and 2024 Best Credit Union list, and the voices of our employees have earned us the Peter Barron Stark Award for Workplace Satisfaction. When you join us, you're not just taking the next step in your career; you're joining a team that loves where they work. Are you a detail-oriented accounting professional who thrives on accuracy, collaboration, and continuous improvement? If you're looking to grow your career in a stable, purpose-driven environment, this Staff Accountant role offers meaningful work, professional development, and the opportunity to contribute to the financial integrity of a credit union serving its members and community. What You'll Do As a Staff Accountant, you'll perform a variety of core accounting functions while supporting monthly, quarterly, and annual financial close processes. Working under general supervision, you'll ensure accuracy, compliance, and timeliness across accounting operations in accordance with GAAP and NCUA regulations. Key responsibilities include: Perform high-volume, complex daily, weekly, and monthly general ledger reconciliations, including bank, loan, deposit, and suspense accounts, with timely resolution of outstanding items Support month-end and year-end close processes, including accounting accruals Assist with internal and external audits, preparing documentation and supporting GAAP compliance Support preparation of NCUA 5300 Call Report schedules Conduct general ledger account analysis and variance analysis as requested Post and reconcile purchase loan participation remittances from third-party servicers Prepare and process wire transfers for credit union operations Assist in maintaining and improving accounting procedures, identifying opportunities for process enhancements and cost efficiencies Communicate effectively with internal departments and branches to respond to accounting inquiries Support the Accounting Manager and Controller and assist with special projects as assigned What We're Looking For Degree in accounting, finance, or a related field. Three to five years of relevant experience in accounting, preferably in a financial institution, ideally a credit union, which would provide a thorough knowledge of financial institution accounting processes. Solid foundation in accounting principles and GAAP Experience with reconciliations and general ledger accounting Strong attention to detail and ability to manage multiple deadlines Clear, professional communication skills A collaborative mindset and commitment to accuracy and continuous improvement Available Monday - Friday 7:30am - 4:30pm Why You'll Love Working Here: Final offers based on qualifications, experience, and internal equity. The hourly pay range for the Staff Accountant role is $26.75 - 31.00. Comprehensive Benefits: Anthem HMO/PPO, Delta Dental, and Unum options - from day one! 401(k) with up to 6% employer contribution! Annual discretionary bonus & performance merit increases Educational grants up to $1,000 13 vacation days/year (increases with tenure) 7 sick days/year + paid holidays Orange County's Federal Credit Union is an Equal Opportunity Employer. Pre-employment screenings, including background and credit checks, are required.
    $26.8-31 hourly 24d ago
  • Teller - Anaheim

    Orange County's Credit Union 4.3company rating

    Anaheim, CA job

    At Orange County's Federal Credit Union , we don't just offer banking services, we create meaningful relationships that empower our members and enrich our community. With over 85 years of trust, $2.5+ billion in assets, and 140,000+ members, we've built a reputation for excellence-and we're just getting started. Our commitment to people, performance, and purpose has earned us the #1 spot in the Orange County Register's 2024 Best Credit Union list, and the voices of our employees have earned us the Peter Barron Stark Award for Workplace Satisfaction . When you join us, you're not just taking the next step in your career; you're joining a team that loves where they work. Why Work With Us? Make a Difference: If you're passionate about serving people, this role offers a unique opportunity to positively impact your community. Grow With Us: We provide a clear path for career advancement, supported by professional and personal development programs. Be Valued: From day one, you'll receive generous benefits, including top-tier health insurance, a robust 401(k) plan, and paid holidays. Your Role: As a Member Service Representative, you'll be the face of our credit union, providing a range of services that go beyond basic transactions. Handle teller transactions and eventually learn to open new accounts with accuracy and a friendly demeanor. Cross-sell products and services, helping members discover solutions that meet their financial needs. Resolve any issues with a consultative approach that builds trust and long-term relationships. What We're Looking For: Experience: Within a banking or credit union environment, recent Teller experience experience is preferred. Sales & Communication Skills: Proven ability to cross-sell and refer products and services effectively. Ability to write and speak in an approachable yet professional manner. Technology: Ability to understand and use various systems and software. Availability: Must be available Monday through Saturday, with schedules varying between 8:30 AM and 6:30 PM on weekdays and 8:30 AM to 2:30 PM on Saturdays. Integrity: Willingness to undergo thorough background and credit checks. Compensation: We value your experience and skills, and our competitive hourly rates reflect that. Final offers are based on qualifications, internal equity, and the level of position offered. Below are OCFCU's branch job levels with their corresponding hourly pay: Member Service Rep. I: $20.00 (requires minimum two years of customer service and cash handling experience) Member Service Rep. II: $20.50 (requires minimum six-months recent Teller experience) Member Service Rep. III: $21.00 (requires minimum one year recent Teller experience and six-months of New Accounts experience) Member Service Rep. IV: $22.00 - $24.00 (requires minimum two years within the credit union/banking industry, including one year recent universal banker experience. The universal banker will have expertise in the following; teller transactions, opening all types of accounts, AND experience with consumer loans and other complex banking services) Perks & Benefits: Health Coverage: Comprehensive benefits, including Anthem, Delta Dental, and VSP, effective from your first day. Financial Security: Life insurance at no cost and a 401(k) plan with a 6% employer match, dollar for dollar. Work-Life Balance: 13 days of vacation and seven (7) sick days annually plus paid holidays. Recognition & Growth: Annual merit increases, discretionary bonuses, and educational grants up to $1,000 per year. We perform thorough background checks and credit checks. EOE.
    $32k-39k yearly est. Auto-Apply 14d ago
  • Marketing Data Analyst

    Orange County's Credit Union 4.3company rating

    Santa Ana, CA job

    Exciting Opportunity at Orange County's Federal Credit Union Local So. CA. applicants preferred (Orange County) The targeted hourly rate range is $26.74 per hour to $33.42 per hour. Final offer will be determined based on experience, education, training/certifications and specialized skills. CREDIT UNION'S PURPOSE : Simple Banking. For People, Not Profit. CREDIT UNION'S CORE VALUES : Integrity, Service Excellence, Growth & Development, High Performance, Mutual Respect, Community, and Fun Workplace Excellence. Through our associates' opinions and voices, Orange County's Federal Credit Union is a proud recipient of the Peter Barron Stark Best of the Best Award for highest associate satisfaction in the workplace! As a leading financial service provider with over 80 years of experience serving 123,000+ members, Orange County's Federal Credit Union is currently $2+ billion in assets & growing. Generous benefits include: Anthem Vivity HMO & Delta Care USA Dental - Orange County's Federal Credit Union (OCFCU) covers 100% of the associates' monthly premium Life insurance at no cost to employees. 401(k) - OCCU automatically contributes 3% of the employee's earnings PLUS matches up to 5% of the employee's contribution (dollar for dollar) Vacation hours - 13 days per year and rolls over year to year, and increases with tenure Sick hours - 7 days per year and rolls over year to year Paid Holidays - 11 days per year plus 3 partial days Annual performance merit increases Professional and personal development programs, including educational grants up to $2k per year, and step progression opportunities Annual discretionary bonus Professional, friendly work environment focused on achieving goals, recognizing successes, and excelling at member service. POSITION SUMMARY: Under general direction and supervision, this role bridges business strategy and data, delivering insights that drive member acquisition, retention, engagement, and growth. The ideal candidate is detail-oriented, collaborative, and skilled in turning complex data into actionable business recommendations. ESSENTIAL FUNCTIONS: Partner with Marketing, Product, and Analytics teams to align business strategy with actionable data insights. Analyze member behavior, product performance, and digital channel effectiveness to identify growth opportunities. Build segmentation models, predictive analytics, and attribution frameworks to measure ROI and member lifetime value (LTV). Deliver clear reporting and dashboards using SQL Server, Power BI, Excel, and Looker. Leverage familiarity with Microsoft Azure services to support data analysis and reporting. Conduct market and competitive research, focusing on financial services and Fintech trends. Provide insights to support digital product launches, campaign measurement, and member engagement strategies. Collaborate with IT, Data Engineering, and Compliance teams to ensure data integrity, governance, and regulatory compliance. Present actionable insights and recommendations to executives and business stakeholder. QUALIFICATIONS - Education & Experience: Bachelor's degree in business Analytics, Statistics, Economics, Computer Science, or related field. 3+ years of analytics or business analyst experience in financial services, banking, credit unions, or Fintech. Strong hands-on experience with SQL Server, Power BI, Excel, and Looker. Familiarity with Microsoft Azure services. Experience with Tableau and Python a plus. Familiarity with compliance and regulatory requirements (e.g., Reg Z, UDAAP, GLBA, data privacy standards). Experience working in an Agile or fast-paced tech environment . Experience with Google Analytics and Google Tag Manager (GTM) a strong plus. Skills & Abilities Strong understanding of digital marketing analytics, funnel analysis, attribution models, and LTV. Ability to translate business requirements into actionable data insights. Excellent communication and presentation skills for both technical and non-technical stakeholders Organized, detail-oriented, and skilled at managing time-sensitive projects. We perform thorough background and credit check. EOE
    $26.7-33.4 hourly Auto-Apply 7d ago
  • Consumer Loan Specialist - Chatsworth

    Premier America Credit Union 3.3company rating

    Premier America Credit Union job in Los Angeles, CA

    Job DescriptionDescription: Job Title: Consumer Loan Specialist At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! What You Will Do: Responsible for the end-to-end processing of various Consumer Loan products, including direct and indirect vehicle loans, personal loans, credit cards, lines of credit, and share/certificate secured loans. Ensures timely and accurate funding by reviewing loan documents and underwriter stipulations in alignment with department SLAs. Process and fund consumer loans, including direct/indirect auto, personal, and secured loans. Review and validate required documentation and stipulations provided by underwriters. Coordinate with stakeholders such as dealerships and third-party partners (e.g., iLending) to obtain missing or additional information. Perform clerical and administrative duties such as file maintenance, discrepancy resolution, and loan report validation. Manage daily ACH postings and make necessary loan corrections based on report reviews. Reconcile and maintain department General Ledgers (GLs), track reporting data to ensure accuracy. Conduct quality control reviews for funded indirect loans and other completed reports. Monitor and process GAP refund check requests and maintain related tracking logs. Act as a backup processor for all Consumer Lending functions as needed. Provide support to Retail, Contact Center, and Loan Contact Center teams with loan inquiries and research. Assist in onboarding and training new hires and support branch/frontline team members. Collaborate with internal departments such as Accounting, Risk, Member Operations, and Consumer Lending for issue resolution and process improvements. Requirements: What We Are Looking For: One (3) to three (5) years of Consumer or Commercial Loan Processing experience or equivalent. High School graduate or equivalent. Thorough knowledge of Credit Union products, services, and policies. Basic Accounting, Microsoft Office, Word, Excel. â ¢ Knowledge of Consumer loan documents, DMV documents and Loan Origination system. Strong analytical, critical thinking and problem-solving skills including ability to research questions, analyze data, compile results, recommend solutions and effectively communicate information to a variety of levels. Strong attention to detail and organizational skills. Ability to successfully work independently and in a team environment. Excellent communication skills. Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. Equal Opportunity Employer - Veterans / Disabled Drug-free Workplace Pay Grade Info: To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $ 23-29/hourly Perks Important to You: Our Team Members enjoy the following rewards and benefits: · Competitive pay · Subsidized health care including medical, dental and vision · FSA and HSA · Company-Paid Life and A&D insurance · Discounts on loans (must be a member) · Paid Vacation, Holiday, and Sick time · 401k Retirement Saving Plan with a 6% safe harbor employer match · Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation's largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.
    $23-29 hourly 12d ago
  • Enterprise Architect

    Orange County's Credit Union 4.3company rating

    Santa Ana, CA job

    Exciting Opportunity at Orange County's Federal Credit Union Enterprise Architect CREDIT UNION'S PURPOSE : Simple Banking. For People, Not Profit. CREDIT UNION'S CORE VALUES : Integrity, Service Excellence, Growth & Development, High Performance, Mutual Respect, Community, and Fun Workplace Excellence. Through our associates' opinions and voices, Orange County's Federal Credit Union is a proud recipient of the Peter Barron Stark Best of the Best Award for highest associate satisfaction in the workplace! As a leading financial service provider with over 80 years of experience serving 123,000+ members, Orange County's Credit Union is currently $2+ billion in assets & growing. Generous benefits include: Anthem HMO/PPO, Delta Dental, Unum options - from day one Life insurance at no cost to employees. 401(k) - We match up to 6% of the employee's contribution (dollar for dollar) Vacation hours - 13 days per year and rolls over year to year, and increases with tenure Sick hours - 7 days per year and paid holidays Annual performance merit increases Professional and personal development programs, including educational grants up to $1k per year, and step progression opportunities Annual discretionary bonus Professional, friendly work environment focused on achieving goals, recognizing successes, and excelling at member service. POSITION SUMMARY: Under minimal direction, the Enterprise Architect is responsible for designing cloud-native solutions, deconstructing our legacy architecture, and defining clear, executable roadmaps to modernize OCFCU's technology platforms. This role will work across core banking (Symitar/Episys), digital banking (e.g., Lumin), lending & payments, data & analytics, and integration platforms to move OCFCU from tightly coupled legacy systems to modern, scalable, secure, and observable architectures. This includes leveraging cloud services, APIs, event-driven patterns, and AI/LLM capabilities where they make sense, and ensuring everything is properly documented and ready for handoff to Operations. This role will spend a significant portion of time embedded with teams reviewing designs, building reference implementations, prototyping, and helping teams ship better systems that can be operated reliably by OCFCU's Infrastructure and Operations teams. ESSENTIAL FUNCTIONS: 1. Enterprise & Solution Architecture (Hands-On) Designs target-state architecture for key OCFCU domains including: Core banking & surrounding ecosystem (Symitar, Jack Henry integrations, payments, statements, ancillary services). Digital banking channels (online, mobile, APIs, third-party fintech integrations). Lending, onboarding, and back-office platforms. Creates end-to-end solution designs: context diagrams, sequence/flow diagrams, APIs, data models, non-functional requirements (NFRs), and security patterns. Develop reference architecture for: Cloud-native services (e.g., Azure/AWS), APIs, and integration layers. Event-driven workflows (e.g., member activity, transactions, alerts, service). Builds and maintains a living architecture blueprint and application portfolio for OCFCU, including current state, target state, and interim milestones that align with the technology roadmap. 2. Legacy Decomposition & Modernization Deep-dives into OCFCU's existing legacy and vendor platforms: Symitar customizations, batch jobs, flat-file/EDI interfaces, on-prem services, and custom applications. Documents current-state architectures, dependencies, data flows, and technical debt in a form usable by engineers, operations, and leadership. Defines pragmatic modernization strategies, such as: Encapsulating legacy systems via APIs. Strangler patterns to incrementally replace monolithic functionality. Re-platforming or re-architecting high-risk/high-value components. Prioritizes modernization efforts in partnership with the CIO, VP-level leaders, and business/product owners based on member impact, operational risk, and business value . Works closely with delivery teams to execute modernization iteratively, favoring measurable wins over “big bang” cutovers. 3. Cloud-Native & AI/LLM Patterns for Financial Services Designs solutions that leverage cloud platforms (e.g., Azure/AWS) with a focus on: Security and regulatory compliance (NCUA, FFIEC, GLBA). Resiliency, performance, and cost optimization. Observability (logging, metrics, tracing, dashboards). Defines patterns for: Containerization and/or serverless workloads. API gateways, integration hubs, and secure connectivity to Symitar and other vendors. Messaging/event-driven architectures (e.g., for real-time alerts, fraud signals, member interactions). Establishes reference patterns for integrating AI/LLM capabilities into OCFCU workflows and member experiences, such as: Intelligent document processing (KYC, loan docs, servicing). AI-powered member support, agent assist, and knowledge retrieval. Analytics and decisioning enhancements (working with Data & Analytics teams). Partners with InfoSec and Risk to ensure AI use follows appropriate governance, privacy, and model/data protection practices. 4. Technical Leadership, Delivery Support & Handoff to Operations Embeds with OCFCU project teams and squads on critical initiatives as the lead architect, participating in design sessions, code/design reviews, and troubleshooting. Builds prototypes and reference implementations that: Demonstrate new patterns (e.g., new API gateway patterns, event bus usage, AI integration). De-risk complex integrations between core, digital banking, and external fintech partners. Provides hands-on guidance on API design, domain modeling (including domain-driven design where appropriate), data flows, and integration strategies around Symitar and other key platforms. Helps teams make thoughtful tradeoffs between the “ideal” architecture and practical delivery constraints, always ensuring a clear path toward the target state. Ensure solutions are fully prepared for handoff to Operations , including: Up-to-date architecture diagrams and system overviews. Runbooks, support models, and escalation paths. Defined SLOs/SLAs and capacity/performance expectations. Clear ownership boundaries between Application, Infrastructure, Security, and vendor teams. Collaborates closely with Infrastructure, Operations, and Service Desk teams to confirm monitoring, alerting, backup, and recovery procedures are in place before go-live. 5. Architecture Standards, Governance & Documentation Defines lightweight architecture principles and standards tailored to a credit union environment , focusing on member experience, security, resilience, and simplicity. Participates in or leads architecture/design reviews for major OCFCU initiatives, evaluating risk, reusability, and alignment with OCFCU's target architecture. Maintains clear, concise architectural documentation (diagrams, architecture decision records, standards) that engineers, operations, and auditors can rely on. Partners with InfoSec, Risk, and Compliance to ensure that architecture support OCFCU's obligations around data protection, business continuity, vendor management, and incident response. 6. Stakeholder Collaboration & Communication Translates complex technical topics into clear, non-technical language for OCFCU leadership, risk committees, and business partners-highlighting options, tradeoffs, and risks. Partners with leaders in Digital Banking, Core & Operations, Lending, Member Experience, and Data & Analytics to ensure architectures support their strategies and roadmaps. Contributes to OCFCU's multi-year technology roadmap, including: Core & digital modernization. Data & analytics platform evolution. Integration and automation capabilities. Mentors' senior engineers and technical leads in good architecture practices and patterns, helping to raise the architectural maturity across the organization. OTHER DUTIES: The preceding functions have been provided as examples of the types of work performed by associates assigned to this job classification. Credit Union Management reserves the right to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified associates can perform the essential functions of the job. Performs other work-related duties as assigned. This position is currently hybrid-eligible, with the expectation of three days pre-assigned on-site attendance. This role requires California residency and living within a 50-mile commute of our headquarters. May be a disaster recovery team member or take directives from a disaster team recovery member. QUALIFICATIONS: Experience / Training / Education: 8+ years of experience in software engineering and architecture roles, with substantial hands-on design and implementation work. Education: Computer Science degree preferred. Demonstrated experience designing and delivering cloud-native solutions on a major cloud platform (Azure and/or AWS), including: APIs and microservices. Containerization and/or serverless. Messaging/event-driven architectures. Observability and reliability patterns. Proven experience decomposing legacy or vendor-centric environments and delivering stepwise modernization in production (e.g., core banking, digital banking, or similar transactional systems). Practical exposure to AI/ML/LLM-enabled solutions, such as integrating cloud AI services, building AI-backed features, or partnering with data science/analytics teams. Experience producing operational documentation (runbooks, support models, monitoring/alerting requirements) that enables effective, stable handoffs to Operations. Experience in financial services preferred, particularly banking or credit unions, with familiarity around NCUA, FFIEC, GLBA, and vendor risk considerations. Experience with CI/CD and DevOps practices (Infrastructure as Code, automated testing, deployment pipelines), data platforms (data warehouse/lake, analytics, BI), and API management platforms and/or service meshes preferred. Prior participation in or ownership of enterprise architecture practices preferred (road mapping, standards, reference architecture) even without direct people management. Knowledge / Skills / Abilities: Solid understanding of modern integration patterns: REST/GraphQL APIs, batch/EDI, messaging/streaming, and iPaaS/integration platforms. Strong grasp of security-by-design and compliance expectations for financial institutions, including: Authentication/authorization, secrets management, encryption, and secure connectivity. Auditability and logging practices are suitable for regulatory examinations. Comfortable reading and reviewing code in at least one modern language (e.g., C#, Java, Python, or TypeScript/Node.js). Excellent communication and collaboration skills with the ability to work across technology, risk, and business teams. Familiarity with core banking and digital banking platforms preferred (e.g., Symitar, Jack Henry ecosystem, digital banking providers, lending platforms). Ability to speak and hear to give and receive instructions and information to others in person and over the telephone. Other language skills are helpful. Ability to accurately perform mathematical calculations. Ability to create and maintain accurate reliable records. Requires good memory, knowledge retention skills and ability to multi-task, prioritize projects and duties effectively. Requires excellent follow-through skills, member relations skills, and sound business judgment. Ability to interface with others in a positive and professional manner. Goal-oriented with a desire to work in a fast-paced and results-driven environment. Demonstrates ability to work independently and be self-directed when necessary as well as the ability to work and accomplish goals in a team environment. This position is currently hybrid-eligible, with the expectation of three days pre-assigned on-site attendance. This role requires California residency and living within a 50-mile commute of our headquarters in Santa Ana. The targeted annual salary range is $146,340.00 to $182,920.00. Final offer will be determined based on experience, education, training/certifications and specialized skills. We perform thorough background checks and credit checks. EOE
    $146.3k-182.9k yearly Auto-Apply 13d ago
  • Regulatory Compliance and BSA Supervisor

    Orange County's Credit Union 4.3company rating

    Santa Ana, CA job

    Exciting Opportunity at Orange County's Federal Credit Union Regulatory Compliance and BSA Supervisor CREDIT UNION'S PURPOSE : Simple Banking. For People, Not Profit. CREDIT UNION'S CORE VALUES : Integrity, Service Excellence, Growth & Development, High Performance, Mutual Respect, Community, and Fun Workplace Excellence. Through our associates' opinions and voices, Orange County's Federal Credit Union is a proud recipient of the Peter Barron Stark Best of the Best Award for highest associate satisfaction in the workplace! As a leading financial service provider with over 80 years of experience serving 123,000+ members, Orange County's Federal Credit Union is currently $2+ billion in assets & growing. Generous benefits include: Anthem HMO/PPO, Delta Dental, Unum options - from day one Life insurance at no cost to employees. 401(k) - We match up to 6% of the employee's contribution (dollar for dollar) Vacation hours - 13 days per year and rolls over year to year, and increases with tenure Sick hours - 7 days per year and paid holidays Annual performance merit increases Professional and personal development programs, including educational grants up to $1k per year, and step progression opportunities Annual discretionary bonus Professional, friendly work environment focused on achieving goals, recognizing successes, and excelling at member service. POSITION SUMMARY: Under general supervision, the Compliance and BSA Supervisor supports the development, implementation, and maintenance of the Credit Union's Compliance and Bank Secrecy Act (BSA)/Anti-Money Laundering (AML)/Office of Foreign Asset Control (OFAC) programs. This role ensures day-to-day compliance operations are executed effectively, supervises compliance and BSA staff, and assists in monitoring regulatory changes, conducting reviews, and preparing reports for management. This role additionally functions as a secondary support for fraud prevention operations. ESSENTIAL FUNCTIONS: Perform written performance evaluations of Compliance and BSA associates; evaluates work performance and regularly schedules reviews, recommend promotions, salary increases, and corrective action. Assist associates for growth potential through coaching, development planning, and training. Assists in key projects that drive internal and external process changes. Supervise daily operations of the Compliance and BSA/AML/OFAC programs. Serve as a working supervisor, performing all duties and tasks in a backup capacity. Relying on extensive experience and judgment to plan and accomplish goals; includes effective delegation to the associates. Assign duties and work schedules to ensure efficiency and proper coverage. Act as the escalation point of contact for Compliance and BSA issues, problems, and questions directly related to compliance and BSA. Assist members and staff with resolving difficult or complex issues with quick turnaround and accuracy. Perform routine service observations and provide feedback to staff members and update the department manager. Manage the department's presence in the intranet, On-Line Tools, and credit union website to ensure accuracy and relevance. Regularly communicate with front line associates and other departments about compliance and BSA procedures, changes or other kinds of relevant updates as this information allows them to serve the members better when they understand what they are and why. Monitor and review member transactions for suspicious activity and ensure timely filing of Suspicious Activity Reports (SARs). Assist in the development and maintenance of compliance policies, procedures, and risk assessments. Review disclosures, forms, marketing materials, and website content for regulatory compliance. Conduct internal compliance reviews and quality control; identify issues and recommend corrective actions. Maintain awareness of regulatory changes and assist in implementing necessary updates. Prepare and submit periodic reports to senior management and committees. Support vendor management activities related to compliance tools and services. Collaborate with auditors, examiners, and legal counsel during reviews and examinations. Promote a culture of compliance and risk awareness across the organization. Serve as secondary support for fraud prevention operations, which includes but is not limited to, reviewing reports, systems and correlating data to identify potentially fraudulent transactions, emerging threats and placing appropriate account restrictions or other to ensure the Credit Union's loss is minimized. Foster a collaborative and respectful team environment aligned with the Credit Union's values. Conducts special studies, collects a variety of data and information, analyzes and summarizes such information, makes recommendations and provides statistical reports. Acts as credit union liaison with members to respond and remedy issues (including contacting members to confirm the legitimacy of high-risk transactions); works cooperatively with other credit union departments to correct undesirable account conditions and assists in finding timely solutions to problems. Protects the confidentiality of all financial data relating to Credit Union operations and its members. ASSOCIATE EXPECTATIONS: Consistently practices the Service Philosophy of “Put People First” exercising the Connect, Discover, Deliver & Wow components in every encounter with internal and external members, creating extraordinary experiences. Exhibits the Leaders at All Levels concept of Leading Yourself, Leading Up, leading across Teams, and Leading the Team. Possesses strong knowledge of, and complies with, Regulations/Acts related to job functions, including but not limited to Bank Secrecy Act/Anti-Money Laundering/Countering the Financing of Terrorism/USA Patriot Act/Customer Identification Program/Office of Foreign Assets Control Policy, Regulations E, CC, GG, and V; the FCRA, FACT Act, NACHA and vendor Operating Rules. Specialization in credit union regulatory compliance and bank fraud prevention, detection, deterrence, and investigations. Strong understanding of financial transactions. Effectively conveys information. Communicate with immediate supervisor and the team keep others advised of progress and/or situations. Complies with all Orange County's Federal Credit Union policies, service standards, safety standards, procedural guidelines, and regulatory compliance, and completes all assigned training. LEADERSHIP: Undertakes continuous self-development of both functional and leadership skills. Focus and evidence of development in the following: Thinks strategically Execute for results Leads talent Develops personal proficiencies Fosters a shared equity of power Is self-regulating and has strong impulse control Exercises emotional intelligence Facilitates, not controls Inspires commitment Exhibits business financial acumen QUALIFICATIONS: Experience/ Training/ Education: College degree in business, management or finance; or equivalent preferred. More than five years' experience within Compliance, Risk Analysis and Risk Management tools required. Minimum three years of supervisory experience. BSA/OFAC/AML Certifications such as CAMS (Certified Anti-money Laundering Specialist) required. Strong knowledge of Verafin and Symitar Systems preferred. Knowledge/ Skills/ Abilities: Strong investigative and analytics skills. Knowledge of financial Institutions anti-fraud processes and experience. Knowledge of credit union applicable rules and regulations, policies, and procedures. Excellent communication/influence skills both verbally and in writing and excellent telephone manner, with strong presentation skills to be able to produce reports, conduct presentations and group facilitations. Must have personal computer skills and be proficient with Microsoft programs at an intermediate skill level. This position is currently hybrid-eligible, with the expectation of three days pre-assigned on-site attendance. This role requires California residency and living within a 50-mile commute of our headquarters in Santa Ana. The targeted annual salary range is $83,530.00 to $105,000.00. Final offer will be determined based on experience, education, training/certifications and specialized skills. We perform thorough background checks and credit checks. EOE
    $83.5k-105k yearly Auto-Apply 7d ago
  • Sr. Commercial Loan Underwriter

    Premier America Credit Union 3.3company rating

    Premier America Credit Union job in Los Angeles, CA

    Job DescriptionDescription: Job Title: Sr. Commercial Loan Underwriter At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: The Sr. Commercial Loan Underwriter position is responsible for supporting business lending underwriting programs offered by the Credit Union. The Sr. Underwriter reviews and recommends decisions for business loans, while keeping the overall well-being of the credit union in mind by reducing exposure and potential risk. The underwriter possesses overall business lending knowledge and is a senior position in the Commercial Lending department. What You Will Do: Analyze and underwrite C&I (Commercial and Industrial) loans as well as owner-occupied commercial real estate loans with emphasis on operating company's financials. Ability to determine appropriate financing needs of the applicant/borrower business and recommend appropriate loan products to facilitate the needs. Calculate and recommend appropriate financing amount based on borrowing business' financials. Able to determine appropriate loan structure on given loan requests to ensure proper collateral and accountable parties are secured to the loan. Also be able to make appropriate loan conditions for sound accountability to the loan from the borrower(s) and guarantor(s). Draft loan presentations for new credit proposals. Identify and close service gaps. Make recommendations for changes to improve underwriting quality, product design, and pricing and collection practices. Support annual review of all MBL's. Obtain necessary approvals and generate LOI. Perform assessment of proposed deal to ensure structure, collateral and borrower strength is within Credit Union guidelines. In-depth review and analysis of financial statement, tax returns and income stream cash flows, financial and repayment analysis with a focus on cash flow, liquidity, leverage, and debt service coverage to identify key risks. Review loan terms, borrower and collateral risk, generate risk rating and determine appropriate recommendation while complying with Credit Union board policy and departmental guidelines. Review new loan request to issue a Letter of Intents. Review and analyze appraisals, environmental, and other third-party reports to identify risk areas and recommend mitigating solutions. Review and underwrite Member Business Commercial Loans, including Real Estate, income producing properties. Interpret and analyze financial information from multiple sources, including reporting services, credit bureaus and other industry data sources to make informed underwriting decisions. Review and analyze information including leases and the corresponding risks, rent rolls and management experience to determine impact on credit underwriting. Assumes responsibility for supporting business lending underwriting programs offered by the Credit Union. Training junior commercial underwriters and other team members within the department. Make appropriate credit determinations on loan application prospects in the absence of Director of Commercial Lending or VP of Commercial Lending. Assist in the production of monthly and quarterly reports identifying key metrics such as loan performance, trends, risk ratings, etc. Requirements: What We Are Looking For: Minimum of five (5) years of experience in a related position with full knowledge of complex commercial and business loan underwriting and analysis. BA/BS Degree in Business, Accounting, Finance or other related discipline preferred. Demonstrated knowledge of NCUA Part 723, Member Business Loans. Broad knowledge of financial statement analysis, general accounting, cash fkows and mortgage interest calculations. Strong analytical, critical thinking and problem-solving skills; including ability to research questions, analyze data, compile results, recommend solutions and effectively communicate information to a variety of levels. Effective oral and written communication skills including in person, via phone and email; effectively communicate with all levels of staff, borrowers, vendors etc. Strong attention to detail and organizational skills. Ability to plan effectively and prioritize workflow with excellent follow-through skills. Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. Equal Opportunity Employer - Veterans / Disabled Drug-free Workplace Pay Grade Info: The base pay range for this position is: $53-$66/hourly. Perks Important to You: Our Team Members enjoy the following rewards and benefits: · Competitive pay · Subsidized health care including medical, dental and vision · FSA and HSA · Company-Paid Life and A&D insurance · Discounts on loans (must be a member) · Paid Vacation, Holiday, and Sick time · 401k Retirement Saving Plan with a 6% safe harbor employer match · Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation's largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.
    $44k-55k yearly est. 24d ago
  • Collections Assistant Manager

    Orange County's Credit Union 4.3company rating

    Santa Ana, CA job

    This is a 100% in-office role reporting to our headquarters in Santa Ana, CA. Are you a passionate leader who thrives in a dynamic, people-focused environment? Do you believe in coaching with heart, mentoring with purpose, and driving performance through empowerment? Apply today and help us build brighter financial futures - one member at a time. At Orange County's Federal Credit Union, we don't just offer banking services, we create meaningful relationships that empower our members and enrich our community. With over 85 years of trust, $2.5+ billion in assets, and 140,000+ members, we've built a reputation for excellence-and we're just getting started. Our commitment to people, performance, and purpose has earned us the #1 spot in the Orange County Register's 2025 and 2024 Best Credit Union list, and the voices of our employees have earned us the Peter Barron Stark Award for Workplace Satisfaction. When you join us, you're not just taking the next step in your career; you're joining a team that loves where they work. We're looking for a Collections Assistant Manager who brings energy, empathy, and excellence to every interaction. This is your opportunity to make a meaningful impact by supporting our members through life's financial challenges while leading a high-performing team to success. Lead with Purpose Partner with the Loan Servicing Manager to guide daily operations of the Collections Department. Coach, mentor, and inspire Supervisors, Team Leads, and Collectors to deliver exceptional service and results. Drive Operational Excellence Manage collections strategies to reduce delinquency, improve recovery, and retain members. Identify and implement process improvements that streamline workflows and elevate member outcomes. Support Our Members & Associates De-escalate complex member situations with empathy and professionalism. Ensure staff confidently explain hardship programs, repayment options, and debt protection products. Provide expert guidance on real estate loan loss mitigation, including forbearance and loan modifications. Strategic Planning & Reporting Assist in annual planning, goal setting, and departmental roadmap development. Prepare insightful reports for senior leadership and compliance reviews. Ensure Compliance & Manage Risk Stay current on FDCPA, TCPA, UDAAP, Bankruptcy laws, and more. Update policies and procedures to reflect regulatory changes. Support foreclosure proceedings and maintain business continuity practices. What You Bring: Three to five years relevant collection and recovery experience in a financial institution. Experience in customer relations, problem resolution and error correction. Two years of supervisory, employee performance management experience. Knowledge of the Fair Debt Collections Practices Act, Reg B and Reg Z, bankruptcy procedures, delinquency activities and financial counseling. Able to manage and execute multiple complex projects within required timelines and expectations. Why You'll Love Working Here: Final offers based on qualifications, experience, and internal equity. The range for the Collections Assistant Manager role is $81,000 - $90,000 annually . Comprehensive Benefits: Anthem HMO/PPO, Delta Dental, and Unum options - from day one! 401(k) with up to 6% employer contribution! Annual discretionary bonus & performance merit increases Educational grants up to $1,000 13 vacation days/year (increases with tenure) 7 sick days/year + paid holidays Orange County's Federal Credit Union is an Equal Opportunity Employer. Pre-employment screenings, including background and credit checks, are required.
    $81k-90k yearly Auto-Apply 3d ago
  • Personal Financial Advocate - Lakewood, CA (Part-Time)

    Kinecta Financial Management Co 4.0company rating

    Lakewood, CA job

    GENERAL
    $42k-49k yearly est. Auto-Apply 6d ago
  • Personal Banker II - Chatsworth

    Premier America Credit Union 3.3company rating

    Premier America Credit Union job in Los Angeles, CA

    Job DescriptionDescription: Job Title: Personal Banker II - Chatsworth At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: We are seeking a dynamic Personal Banker II, who is an experienced advisor in establishing, developing, and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial relationships with members to help attain department goals. What You Will Do: Responsible for establishing, developing, and retaining deep financial relationships with members, to help meet and exceed member and credit union goals. Performs Teller and referral functions, opens new accounts and loan applications to build relationships and drive growth and sales opportunities. Accurately count cash, checks, and package coins and currency. Balance daily transactions and verify that cash totals are correct. Promotes, educates, and refers on credit union financial products and services to members in the community based on their needs as determined from member interviews. Assumes responsibility for performing a broad variety of Teller transactions including deposits, withdrawals, transfers, and loan payments, sells cashier's checks with a high degree of accuracy in accordance with CU's policies and procedures, including robbery procedures. Requirements: What We Are Looking For: High School degree or equivalent Previous branch banking experience with platform experience required. Track record of outstanding member service Demonstrated success meeting and/or exceeding established sales goals Cash Handling experience and responsibilities required Strong customer service skills, comfortable multi-tasking, ability to work independently and as a member of a team. Proven capability in a relationship focused sales environment. A significant level of trust, credibility and diplomacy is required. Key words: banking, credit union, personal banker, financial service specialist Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. EOE Veteran / Disabled Drug-free Workplace Pay Range Info: The base pay range for this position is: $21.40 - $26.75 hourly plus referral incentives (guaranteed $500/month for the first three months) Perks Important to You: Our Team Members enjoy the following rewards and benefits: · Competitive pay · Subsidized health care including medical, dental and vision · FSA and HSA · Company-Paid Life and A&D insurance · Discounts on loans (must be a member) · Paid Vacation, Holiday, and Sick time · 401k Retirement Saving Plan with a 6% safe harbor employer match · Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation's largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.
    $21.4-26.8 hourly 31d ago

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