Sacramento Credit Union jobs - 197 jobs

Job Description TITLE: CONTACT CENTER SUPERVISOR DEPARTMENT: CONTACT CENTER REPORTS TO: DEPARTMENT MANAGER PAY SCALE: $30.00 -$35.00 HOUR Sacramento Credit Union is seeking a dynamic and experienced leader to join our team as a Contact Center Supervisor at our main office in downtown Sacramento. We're looking for someone who thrives in a leadership role and is passionate about delivering outstanding member service while fostering a culture of accountability and excellence. As a key member of our leadership team, you will play a critical role in shaping the member experience by creating an environment that emphasizes proactive service, problem-solving, and continuous improvement. This position is ideal for a strategic thinker who can balance operational efficiency with a strong commitment to our mission of improving our members' financial well-being. You'll have the opportunity to influence team performance, drive engagement, and ensure that every interaction reflects our core values and service pledge. The ideal candidate brings a blend of leadership expertise, analytical acumen, and a deep understanding of credit union operations. You should be comfortable leveraging data to monitor performance, identify trends, and implement solutions that enhance service quality and operational consistency. If you are passionate about leading teams, inspiring excellence, and making a meaningful impact on member satisfaction, we invite you to explore this exciting opportunity. RESPONSIBILITIES AND DUTIES: Analyzes, plans, and oversees Contact Center operations. Monitors work conducted by staff for accuracy, efficiency and appropriate handling. Ensures adherence to procedures and guidelines. Ensures effective daily operation including opening and closing the phone queue. Completes one-on-one documented coaching as prescribed, weekly call monitoring and weekly documented coaching with staff to identify their strengths and opportunities. Maintains record of audits. Ensures service/operational challenges are resolved, including complicated issues, situations requiring overrides and optimizing accounts. Act as an escalation point for complex or sensitive member concerns. Provide real-time support to staff during escalated situations. Performs the duties of the Contact Center Manager in his/her absence Oversees work schedules for Contact Center Representatives and Monitor real-time phone queues and digital service channels to support service level goals. Functions as Contact Center Representative on an as-needed basis. Demonstrates strong initiative by proactively identifying service gaps, operational inefficiencies, and training needs, and implementing solutions to improve performance and member experience. Maintains a high level of motivation and personal accountability, consistently driving team engagement, productivity, and results in a fast-paced contact center environment. MINIMUM QUALIFICATIONS: High School Diploma or G.E.D. Experience in a financial institution or credit union in progressive member services positions. Knowledge of credit union products and services, policies, procedures, laws and regulations. Training in management and human resources is highly desirable. Ability to effectively supervise and develop assigned staff. Ability to perform ongoing coaching and maintain coaching logs. Demonstrated computer, 10 key and other office equipment skills. Demonstrated skills in organization and problem solving. Demonstrated inter-personal communication skills. PHYSICAL DEMANDS: Employees may experience the following physical demands for extended periods of time: Sits for long periods, up to 90% of time. View computer screen, up to 90% of the time. Walking throughout the department occasionally, up to 20% of time. Our excellent benefits package includes medical/dental/vision, Paid Time Off, Pay Sick Leave, Subsidized Parking, Paid Holidays, Life insurance/AD&D, Short-term and Long-term disability, 401(k) and more. It is Sacramento Credit Union's policy to hire well-qualified people. An integral part of this policy is to provide equal employment opportunity for all persons and administer hiring, working conditions, benefits and privileges of employment, compensation, training, appointments for advancement, including layoffs and recalls for all employees, without discrimination because of veteran status or disability. Powered by JazzHR V3b1y356lU

A credit union in California is seeking a Senior Vice President (SVP) of Sales & Marketing. This role is responsible for leading strategies that drive brand growth, revenue generation, and member engagement. The ideal candidate will have extensive experience in sales leadership within financial services, a proven track record of managing teams and initiatives, and strong skills in strategic thinking and execution. This position offers a competitive salary range of $188,932 - $283,398 annually. #J-18808-Ljbffr

TITLE: LEARNING PROFESSIONAL ISTATUS: EXEMPTREPORTS TO: MANAGER - ENTERPRISE DEVELOPMENTDEPARTMENT: LEADERSHIP AND ENTERPRISE DEVELOPMENTJOB CODE: 11552 PAY SCALE: $70,400.000 - $78,000.00 ANNUALLY GENERAL DESCRIPTION: The Learning Professional I plays a crucial role in designing and delivering various learning and development programs and initiatives. This includes but is not limited to New Hire Orientation, Role-Specific Enablement, Strategic Program Support, Career Coaching, and Career Pathing. They assume foundational responsibilities related to the design, development, and delivery of learning and development programs. TASKS, DUTIES, FUNCTIONS: Design, implement, facilitate, analyze, and update training courses and workshops to build capabilities, advance talent, and transform the organization. Deliver training sessions, workshops, and presentations to employees, ensuring effective communication and engagement. Conduct basic needs assessments to identify skill gaps and learning requirements within the organization. Assist in the administration of the Learning Management System, including user management, course assignments, and tracking employee progress. Coordinate logistics for training sessions, such as scheduling, room setup, and participant communication. Coordinate, evaluate, and maintain training programs, including associated completion data and reports. Collaborate with team members and stakeholders to gather information and ensure alignment of learning initiatives with organizational objectives. Utilize basic technologies and tools to enhance learning delivery, such as multimedia presentations and simple e-learning modules. Assist in maintaining and updating learning-related content on the organization's intranet or internal platforms. Provide basic support for career development initiatives, including resources and information for employees seeking career advancement. Contribute to the development and delivery of onboarding programs for new hires. Support the maintenance of the Leadership & Enterprise Development calendar, ensuring timely execution of training programs. Collect feedback from participants and assist in basic evaluations of training effectiveness. Engage in professional development opportunities to stay informed about learning and development trends and best practices. Curate content from reliable sources to enhance learning materials and programs. Make recommendations to the Sr. Learning Professionals and Leadership regarding opportunities for improvement in the training programs. Manage the general inbox and intranet to provide accessible information and resources. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Strong written and verbal skills and the ability to present information positively, professionally, logically, and concisely. The ability to facilitate effective training sessions and create job aids and complementary documents to engage, educate, coach, and motivate participants by example in all training activities. Foundational instructional design skills to assist with designing programs and classes, both instructor-led and on-demand. The ability to multi-task effectively and to work productively with short timelines. Strong team skills and the ability to work constructively and collaboratively with management, peers, and other departments. Ability to communicate with a wide variety of technical and non-technical audiences, internally and externally, through both written and verbal communication in technical and business terms as needed. Must possess sufficient manual dexterity to skillfully operate a personal computer and other standard office equipment, such as multi-purpose copier and telephone. Ability to work closely with peers and build strong partnerships with key stakeholders. Make sound decisions in the absence of detailed instructions. Must have the ability to work on own initiative. Must be able to work under tight deadlines. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All Employees EXTERNAL: Training Associations, community organizations and vendors. QUALIFICATIONS: EDUCATION: Minimum of a two-year college degree or completion of specialized certification or licensing. A bachelor's degree in a relevant field, such as Education, Training and Development, or a related discipline is preferred. Additional experience in lieu of a degree may be considered. EXPERIENCE: One to three years of similar or related experience in a learning function including facilitation, delivery, curriculum development, analyzing course and program feedback for improvement. PHYSICAL REQUIREMENTS: Combined sitting, standing, and moving throughout the day performing work-related functions. Vision in the normal range to accomplish tasks. Hearing within the normal range required. A device to enhance hearing will be provided if needed. Frequent travel may be required. LICENSES / CERTIFICATIONS: A valid California Driver's License is required. Association for Talent Development (ATD) certification, SHRM, or other relevant certifications are preferred. THIS JOB DESCRIPTION IN NO WAY STATES OR IMPLIES THAT THESE ARE THE ONLY DUTIES TO BE PERFORMED BY THIS EMPLOYEE. HE OR SHE WILL BE REQUIRED TO FOLLOW OTHER INSTRUCTIONS AND TO PERFORM OTHER DUTIES REQUESTED BY HIS OR HER SUPERVISOR THAT ARE WITHIN HIS / HER KNOWLEDGE, SKILL AND ABILITY AS WELL AS HIS / HER MENTAL AND PHYSICAL ABILITIES.

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

TITLE: CARD OPERATIONS TECHNICIAN II STATUS: NON-EXEMPT REPORT TO: SUPERVISOR - CARD OPERATIONS DEPARTMENT: CARD OPERATIONS PAY RANGE: $20.07 - 21.50 HOURLY GENERAL DESCRIPTION: The Card Operations Technician II supports the Credit Union's vision, mission, and strategic goals by delivering efficient, courteous, and accurate support for credit and debit card programs. The role involves resolving member inquiries, processing transactions and adjustments, collaborating with internal teams and external vendors, and contributing to the development and execution of card-related policies and procedures. This position requires technical acumen, strong communication skills, and a proactive mindset to ensure compliance, member satisfaction, and operational efficiency. TASKS, DUTIES, FUNCTIONS: Perform general accounting, posting, reconciliation and ledger maintenance on various accounts to ensure timely balancing within guidelines. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. Respond promptly and professionally to internal and external member inquiries concerning credit and debit card accounts, transactions, promotional campaigns, and services. Research and resolve issues such as card orders, balance transfers, stop payments, fee and payment reversals, ATM deposit adjustments, authorized user requests, and general ledger out-of-balance conditions. Manage daily settlements and post accurate transactions to member and general ledger accounts for both consumer and business cards. Facilitate check copy requests and returned check adjustments made through the Velera network. Proactively handle chargebacks and good faith adjustments with other financial institutions. Initiate payment requests to Accounts Payable for merchant credits related to closed accounts. Review and validate data change reports in alignment with internal security protocols. Educate members and staff on card features, decline codes, functionalities, benefits, and account management best practices. Collaborate across departments (e.g., Branch Support, Fraud, Member Services) and with vendors to resolve member issues and support operations. Assist in onboarding and training of new team members on tasks and system tools. Stay up to date on industry trends, regulations, and compliance related to card services. Participate in regulatory, compliance, and policy training; complete required online learning modules. Utilize systems such as Client Central, DataSafe, Verafin, LoansPQ, eSign+, CW3, and Microsoft Office Suite. Perform other duties as assigned. Alert management to high volume or suspicious activity within reconciliation accounts. Prepare and monitor correspondence to/from various financial institutions regarding outstanding reconciliation items. Maintain current procedure manuals for desk duty functions. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: Effective oral and written communication skills. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone. Hand-eye coordination required reading, posting, and settling numerous complex general ledger accounts. Makes sound decisions in the absence of detailed instructions. Plans and organizes with little or no assistance and requires minimum supervision. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: Accounting, Collections, Loan Servicing, Branch Staff, Records, Checking, Item Processing, IT, Account Services and Member Services. EXTERNAL: Members, Financial Institutions, vendors. QUALIFICATIONS: EDUCATION: Certifications in finance or a related field are a plus. EXPERIENCE: Two or more years' experience in financial institutions required, with emphasis on credit and/or debit card operations, banking, or customer service. KNOWLEDGE/SKILLS: Technical proficiency with card processing platforms and Microsoft Office applications Strong verbal and written communication skills with the ability to interact effectively with members, team members, vendors, and external institutions.Strong attention to detail, critical thinking, and problem-solving abilities. Proven ability to work both independently and collaboratively in a fast-paced environment. Ability to manage confidential information with professionalism. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. LICENSES/CERTIFICATIONS: None THIS JOB DESCRIPTION IN NO WAY STATES OR IMPLIES THAT THESE ARE THE ONLY DUTIES TO BE PERFORMED BY THIS EMPLOYEE. HE OR SHE WILL BE REQUIRED TO FOLLOW OTHER INSTRUCTIONS AND TO PERFORM OTHER DUTIES REQUESTED BY HIS OR HER SUPERVISOR THAT ARE WITHIN HIS / HER KNOWLEDGE, SKILL AND ABILITY AS WELL AS HIS / HER MENTAL AND PHYSICAL ABILITIES. REV. 05/16/2023

TITLE: IDENTITY AND ACCESS MANAGEMENT SPECIALIST STATUS: NON - EXEMPT DEPARTMENT: IT - SUPPORT REPORTS TO: SUP - HELP DESK SUPPORT PAY GRADE: 14H PAY SCALE: $28.93 - $31.00 HOURLY GENERAL DESCRIPTION: This position is primarily responsible for understanding the access and identity management functions of the credit union and data governance using best practices. Provides support by configuring, manipulating, and enforcing role-based access controls for all incoming, exiting and departing users to the Credit Union. Perform audits to maintain security policies outlined by corporate policies. Provides support to business areas regarding access management and permissions. The incumbent will be the key player in ensuring access is provided in a timely and accurate manner following the Credit Union policies and procedures. TASKS, DUTIES, FUNCTIONS: Onboarding and off boarding of all users by provisioning and deprovisioning access within all necessary applications. Provide operational support and act as a technical resource for the Active Directory infrastructure as well as various system, including incident, change, and problem management. Account lifecycle management, governance, and administration from inception to termination for all users. Managing access privileges of people both inside and outside the organization. Engage business leaders for approvals to update new roles and procedures using “least privileged” access methodology. Efficiently providing the right person, the right system access at the right time. Working with users to resolve issues conflicts with systems and services. Help users understand and apply identity security concepts, processes, and technologies. Interact with key client management to gather information, resolve problems and make recommendations for improvements. Help balance security needs and employee experience to craft seamless authentication and identity management experiences. Manage the day-to-day operations of IAM systems by monitoring system performance, configuration, maintenance and repair. Maintain best practices for implementing new technologies and decommissioning legacy systems.. Troubleshoot complex technical issues. Work to ensure audit tasks related to Identity Management are completed, with the participation of appropriate partners and in line with corporate policies. Communicate and/or prepare information for audit by extracting and presenting key metrics for reporting and analysis. Solve and manage the resolution of issues related to identities, systems, access, accounts, authentication, authorization, entitlements, and permissions. Create and populate additional fields within Active Directory and other systems. Modify and populate existing fields within Active Directory and other systems. Participate in project planning sessions. Perform user testing. A clear understanding of role-based access control and chooses the most appropriate option to maintain a "least privilege" level of access for all users. Deploying modern access management options, such as single sign-on (SSO), federated identities, multi-factor authentication (MFA) and privileged account management. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: Effective oral and written communication skills required to interpret, resolve, and document networking problems. Strong organizational and time management skills; ability to articulate system methodologies and concepts; communicate effectively in providing technical guidance and expertise to other staff Strong inter-personal skills and service focus. Must possess sufficient manual dexterity to skillfully operate applicable computer hardware, a variety of hand tools and standard office equipment. Occasionally required to change work hours including working on weekends to accomplish tasks. Occasionally required to work long hours to accomplish tasks. Participate in on-call rotation, and as such, work out of standard business hours will occasionally be required. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of staff and management EXTERNAL: Vendors QUALIFICATIONS: EDUCATION: Minimum two-year degree in Information Technology or Management Information Systems (MIS). Bachelor's degree in Information Technology and Management Information Systems (MIS) or related field preferred. Equivalent work experience may be considered in lieu of a degree. EXPERIENCE: One (1) or more years' experience with Systems Administration and Applications including Active Directory and AZURE AD. KNOWLEDGE/SKILLS: A strong understanding of user entitlement reviews, end to end provisioning processes and user lifecycle management. Knowledge of least privilege methodology, role- based access control, security regulations, support which includes ticket management, customer services, permissions and groups. Troubleshooting skills with networking and computer systems, can multitask, work in a fast- paced environment while providing excellent user experience. Prior experience with information security best practices is a plus. Advanced analytical problem-solving skills, including the ability to analyze datasets and present in a format that facilitates senior management decision making. Proven ability to work independently and in a multi-tasking environment. Strong communications skills & facilitation experience across all levels. Strong sense of ethics, integrity, and professionalism. Demonstrate Golden 1 core values. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. LICENSES/CERTIFICATIONS: None Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 12/28/2022

TITLE: INVESTIGATOR IISTATUS: NON-EXEMPTREPORTS TO: FRAUD PREVENTION AND RISK INVESTIGATIONS MANAGERDEPARTMENT: FRAUD PREVENTION AND RISK INVESTIGATIONSJOB CODE: 11452 PAY RANGE: $33.86 - $37.00 HOURLY GENERAL DESCRIPTION: The Investigator II is an experienced level position within the Fraud department. Responsible for detecting, reviewing, and reporting potential suspicious activities filtered by various AML systems. As an Investigator II, you will investigate external inquiries via law enforcement request, internal investigations for other groups (fraudulent instruments and inquiries), and other related transactional activity. Supports leadership and the investigations team in maintaining compliance with Golden 1 Credit Union's fraud prevention program. Assist with training and coaching of new and existing employees across various business lines and execute special investigations. TASKS, DUTIES, FUNCTIONS: Utilizes knowledge of credit union systems, processes, and contacts as resources for conducting investigations. Develops a plan of action and gathers, analyzes, and compiles evidence for multiple case assignments. Prepares case documentation and writes a complete final summary report of investigation. Investigate and respond to check fraud claims as received by members and/or other financial institutions. Investigate suspicious activity cases generated by the internal automated AML/BSA monitoring system or Unusual Activity Referrals reported by branch personnel and other lines of business. Review cases assigned for closure to ensure Verafin case has proper coding, and all steps are taken prior to closing account in DSUI. Assesses internal controls and procedures associated with assigned cases, identifying control breakdowns and makes recommendations to prevent future losses. Assists with determining new procedures to prevent, detect, and investigate fraudulent activity. Reviews fraud data to ensure accuracy for reporting and audit purposes. Assist with computer crime investigations and investigate breaches of information security policies as requested. Prepares recommendations as to whether a member's transactional activity is fraudulent and thereby requiring a BSA UAR referral. The recommendation will be based on an analytical assessment of internal and external data sources, internet, and other sources to provide the rationale for recommended courses of action. Reviews individuals' and entities' accounts reported in a police report utilizing different management systems to determine if other suspicious activity noted in the accounts should be reported. Prepares police report and/or BSA UAR referral if necessary. Performs red flag alert reviews on account activity for submitted fraud closures, determines if the previously reported fraudulent activity has continued or ceased. Files supplemental police report if additional suspicious activity is identified and works with BSA SAR Investigator on continued 90-day fraud referrals. Assist with auditing Investigator I BSA narratives prior to submitting to BSA department. Maintains current information on various systems as well as required files and documentation. Ensures records are complete and available for review and audit as needed. Complies with regulatory requirements, security, and applicable policies and identifies control and procedural issues. Serves as resource to branches/departments inquiries related to financial investigations questions to provide best information possible regarding fraud to better serve the members and the Credit Union's interest. Assists with the timely completion and investigation of assigned 314(b) requests. Completes annual BSA/AML/OFAC training requirements and keeps current with Money Laundering and Terrorist Financing trends. Provides support, guidance, and training of new staff and serves as the quality control reviewer for alerts, cases, and BSA UAR referrals. Assists in collecting documentation for examiners, auditors, law enforcement, and governmental agencies regarding fraudulent activity and BSA/AML monitoring records. Participates in moderate to complex project initiatives as the primary subject matter expert. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. Assists and identifies other investigative efforts within the department, including creating and working moderately complex cases. Understand CTR filing requirements and be able to answer basic questions. Assists with the training of new staff and acts as a resource for all team members regarding a variety of loss prevention and fraud scenarios. Assists in development and facilitation of fraud prevention and awareness for all branch and HQ staff as applicable. Maintain accurate tracking of work performed, which will be used in department performance measurements. Prepare police reports for all losses over the established thresholds or established behaviors outlined in department procedures. Work with law enforcement as required, providing updates or additional information as needed. Responds to law enforcement agencies and financial institutions requesting documentation and/or images to support investigations involving credit union losses. Perform other duties as assigned. Perform other duties as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Effective oral and written communication skills required to assist other staff, constructively follow-up on member inquiries, communicate clearly with management, and perform other related tasks. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All business units and departments as needed. EXTERNAL: Federal, state, and local law enforcement, vendors and business partners, and industry peers as needed. QUALIFICATIONS: EDUCATION: Bachelor's degree or combination of experience and education. EXPERIENCE: Minimum of 5-6 years of financial institution or law enforcement experience and Fraud, AML, or card fraud experience. KNOWLEDGE / SKILLS: Ability to effectively communicate with internal and external contacts. Knowledge of Credit Union products, services, policies & procedures. Operating knowledge of Visa regulations, AML/BSA, OFAC and Federal/State Regulations. Good organizational skills, including the ability to prioritize daily activities and multi-task to complete assignments. Strong attention to detail in working and investigating files with emphasis on deadlines. Effective oral and written communication skills. Basic Excel skills Knowledge to operate facsimile machine, ten key, microfiche, electronic banking equipment, basic PC knowledge of Windows environment, and office filing logic. Must be self-motivated and capable of working both independently as well as in a team environment. Must be aware of high-risk activities to ensure regulatory compliance with check fraud regulations and Reg. E, Customer Identification Program (CIP), Customer Due Diligence/Enhanced Due Diligence, 314(b) Information Sharing requests, OFAC, and all investigations pertaining to potential fraud schemes or cybercrime. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. LICENSES / CERTIFICATIONS: None required with a goal of attaining at least one of the following certifications or equivalent: Professional Certified Investigator (PCI), Certified Fraud Investigator (CFI), Certified Financial Crimes Investigator (CFCI), Certified Credit Union Compliance Expert (CUCE), Certified Fraud Examiner (CFE), Bank Secrecy Act Compliance Specialist (BSACS) as well as, or Certified Anti-Money Laundering Specialist (CAMS). REV. 1/24/2025

We're always looking for diverse, talented, service-oriented people to join our exceptional team. Teller (Member Service Representative I) The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity. Pay Range: $22.00 - $31.90 Scheduled Weekly Hours: 30What You'll Be DoingProvides World Class Member service by accurately completing transactions and providing account information to Members. Follows cash control guidelines to safeguard credit union and Member assets. Delivers World Class face-to-face service to Members requesting account assistance. Provides consultative services to Members regarding credit union products and services or refers Members to the appropriate teammember to assess the Member's needs, address their concerns and gain agreement. Processes Member transactions efficiently and accurately with personal care. Contributes to the departmental goals by processing high volume with a sense of urgency. All teammembers must comply with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions. Performs other related duties as assigned or requested. Additional Job Functions Performs other duties as assigned Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions Qualifications High School Diploma or GED required less than 1 year of previous related experience required SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on. SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information. This organization participates in E-Verify.

TITLE: LEASE ADMINISTRATORSTATUS: EXEMPTREPORTS TO: DIRECTOR - FACILITIES AND CORPORATE SERVICESDEPARTMENT: CORPORATE SERVICESJOB CODE: 11502 PAY SCALE: $85,100.00 - $93,000.00 ANNUALLY GENERAL DESCRIPTION: The Lease Administrator is responsible for managing the lease process for Golden 1's property portfolio. The Lease Administrator will handle the entire lease process, from negotiating terms to reporting lease payments. The positions will complete quarterly and annual property reports and prepare property recommendations on lease renewals to executive leadership. The Lease Administrator requires excellent organizational and communication skills, as well as the ability to manage multiple tasks and projects. TASKS, DUTIES, FUNCTIONS: Leads in identification, analysis and negotiation of real estate terms. Direct the flow of real estate transactions by coordinating with brokers, attorneys, landlords. Develop and execute all lease documents, including drafting and reviewing lease agreements and amendments ensuring compliance with legal requirements. Independent management of the real estate portfolio. Monitor and maintain current and accurate records of all lease documents, including rent, common area maintenance (CAMs) and landlord contact information. Develop and maintain lease abstracts and monthly reports of current leases, upcoming renewals, and expirations. Enter Abstracted documents in Database. Tracks payables and receivables associated with the leases in the portfolio through a monthly spreadsheet. Monitor for accuracy and appropriateness. Code and submit payable information to the Accounting Department for processing. Monitor lease expiration dates and coordinate renewal process with landlords. Perform comprehensive review of data to provide recommendations to Retail executives on property openings, renewals or closures. Understand terms of the lease including termination terms. Audit account monthly to ensure lease terms are adhered to in lease CAM and rent charges. Provide annual budget and forecasting for all rental and facilities expenses. Provide monthly budget variance report analysis. Prepare quarterly and annual property reports for Executive review, ensuring accuracy and on-time delivery. Prepares periodic ad hoc reports. Develop and maintain relationships with landlords and vendors. All other duties as assigned by Management. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Effective oral and written communication skills required to interpret, resolve, and document security and related issues, train, and perform other related tasks. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone. Ensures data integrity and accuracy by performing quality control review or work completed. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of staff and management, including Senior Management. EXTERNAL: Landlords, vendors, brokers, and lawyers. QUALIFICATIONS: EDUCATION: Bachelor's degree (BA/BS) required. EXPERIENCE: A minimum of 5 years of experience in lease administration. Experience in Property Management or Real Estate law preferred. KNOWLEDGE / SKILLS: Must be able to handle multiple projects, changing priorities and a continually heavy workload. Advanced oral and written communication skills. Strong organization and time management skills. Exceptional customer service orientation. Requires knowledge of financial terms and principles. Ability to calculate intermediate figures such as percentages, discounts, and/or common area maintenance. Conducts basic financial analysis. Strong attention to detail and ability to produce high-quality work with little to no errors. Advanced knowledge of Microsoft Tools. Ability to learn new and business specific software programs as needed. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Moderate travel by car and/or public conveyance. Minimal travel throughout the United States to increase knowledge and skills in security area by car or public conveyance. Minimal travel locally by car or public conveyance to resolve security issues and attend meetings. Occasionally long work hours may be required to accomplish tasks. LICENSES / CERTIFICATIONS: Certified Lease Administration (CLA) recommended. THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 01/01/2025

Full Stack Software Engineer Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4.5 billion company with a global reach of over 95,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! As a Full Stack Software Engineer at Stanford Federal Credit Union, your role is to collaboratively design, build, and maintain software applications, including web apps, native apps, server-side apps, and API adapters to third parties *This position is hybrid on site in Palo Alto, CA* Who YOU are: Bachelor's degree in computer science, Information Systems, or equivalent professional experience. 4+ years of full-stack development experience, with a strong portfolio of shipped applications. Hands-on experience building end-to-end solutions using front-end frameworks (React, Angular), back-end technologies (Node.js, .NET, Python), and databases (SQL, Oracle, MongoDB). Experience designing and consuming APIs, with a strong understanding of RESTful principles and security best practices. Advanced programming skills in languages such as Python, Perl, and SQL. Exceptional problem-solving abilities and the ability to work under pressure to resolve complex issues. Ability to work independently and prioritize tasks in a fast-paced, deadline-driven environment. Excellent communication and documentation skills and a passion for mentoring and team development. Strong plus: experience with financial services platforms such as Fiserv DNA, Q2, Temenos, etc. Prior experience in banking or credit union environments. Familiarity with project management software such as Jira to manage tasks, communicate effectively with the team, and keep track of project progress What YOU'LL do: Hands-On Development Develop, and maintain scalable full-stack applications using modern frameworks and technologies. Write clean, efficient, and well-tested code across front-end and back-end layers. Debug and resolve complex technical issues in production and development environments. Work closely with business stakeholders, product managers, and IT teams to understand organizational needs and provide technical solutions that align with business objectives. Implement and maintain automated test suites to ensure code reliability and enable seamless continuous integration of workflows. Follow development processes such as code reviews, approvals, and release management to support continuous deployment practices. Troubleshoot and resolve complex technical issues, providing timely solutions that minimize downtime and maintain system integrity. Build responsive digital banking web and mobile applications using modern frameworks (e.g., React, Node.js) and secure coding practices. Modernize legacy codebases by transitioning from older technologies (e.g., Perl) to modern languages and frameworks (e.g., Python). Create and maintain detailed technical documentation, including architecture diagrams and design rationale. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Quarterly incentives up to 10% of your salary (based on position) Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) Wellness Benefits up to $1,200 per year Paid Sick Time accrues at two weeks per year Paid Vacation Time accrues at three weeks per year Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities .

TITLE: BUSINESS CONTINUITY PROGRAM MANAGER STATUS: EXEMPT REPORT TO: MGR-IT-GOV RISK AND COMPLIANCE DEPARTMENT: IT - GRC PAY RANGE: $112,200.00 - $125,000.00 ANNUALLY GENERAL DESCRIPTION: The Business Continuity Program Manager is responsible for developing, implementing, and maintaining the credit union's Business Continuity and Disaster Recovery (BC/DR) program. This role ensures organizational resilience by preparing for, responding to, and recovering from disruptive events, safeguarding member services, and meeting regulatory requirements. This role serves as the subject matter expert for the overall management of business continuity across all internal departments and third-party relationships. TASKS, DUTIES, FUNCTIONS: Program Development & Governance Design and maintain the Business Continuity Management (BCM) framework aligned with industry standards (e.g., ISO 22301, FFIEC guidelines, NCUA regulations). Establish policies, standards, procedures, and governance for continuity planning across all business units and third-party relationships. Risk Assessment & Impact Analysis Conduct Business Impact Analysis (BIA) and risk assessments to identify critical processes and dependencies. Collaborate with internal and external stakeholders to prioritize recovery strategies and define Recovery Time Objectives (RTO) and Recovery Point Objectives (RPO). Develop action plans to mitigate risks identified through impact analysis, assessments, industry intelligence and best practices. Plan Development & Maintenance Develop and update business continuity and disaster recovery plans through collaboration with all departments and third parties inclusive of various disruption scenarios. Ensure integration with IT Disaster Recovery plans and cybersecurity incident response strategies. Maintain enterprise inventories of critical processes, applications, facilities and third-party relationships Testing & Training Coordinate regular BC/DR exercises, tabletop drills, and failover tests with internal departments and external partners. Lead post-exercise reviews, document successes, lessons learned and corrective actions for improving the program. Provide training and awareness programs for staff to ensure readiness and compliance. Regulatory Compliance & Reporting Ensure compliance with NCUA, FFIEC, and other applicable regulations. Prepare reports and documentation for audits, regulators, and senior leadership. Support internal and external audits, regulatory exams and risk assessments related to business continuity. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: 1. Effective oral and written communication skills required to interpret, resolve, and document business or technical. 2. Must possess sufficient manual dexterity to skillfully operate applicable computer hardware, a variety of hand tools and standard office equipment. 3. Must be able to prioritize work in a manner that maintains deliverable targets. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: 1. INTERNAL: All levels of staff and management. 2. EXTERNAL: Vendors, Regulators, Auditors QUALIFICATIONS: EDUCATION: Bachelor's degree in Business, Risk Management, Information Technology, or related field. EXPERIENCE: 7+ years in business continuity, disaster recovery, or risk management roles. Experience in financial services or credit union industry preferred. 3. KNOWLEDGE / SKILLS: Strong knowledge of BCM frameworks and regulatory requirements. Excellent communication, facilitation, and stakeholder engagement skills. Strong problem-solving and analytical skills. Ability to work effectively in a collaborative, agile, and fast-paced environment. Ability to lead and influence teams without direct authority or reporting relationships A proactive and self-motivated approach to work with a strong desire to improve processes and outcomes. PHYSICAL REQUIREMENTS: 1. Prolonged sitting throughout the workday to accomplish tasks. 2. Availability for emergencies and on call duty 24 hours a day, 7 days a week, as needed. 3. Occasional travel may be required. 4. Hearing within normal range. 5. Must possess sufficient manual dexterity to skillfully operate applicable computer hardware, a variety of hand tools and standard office equipment. 6. May work additional work hours to accomplish tasks. LICENSES / CERTIFICATIONS: CBCP (Certified Business Continuity Professional), MBCP (Master Business Continuity Professional), or similar preferred. THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 1/9/2026

JOB TITLE: Home Loan Processing SpecialistDEPARTMENT: Home Loan OperationsSTATUS: Non-ExemptJOB CODE: 1837 PAY RANGE: $20.00 - $24.00 Hourly GENERAL DESCRIPTION: Organize and execute processes related to equity loans. Effective pipeline management. Partner with the internal and external Home Loan Advisors to ensure accurate, efficient and timely loan processing. TASKS, DUTIES, FUNCTIONS: Coordinate and communicate information with Member, Home Loan Advisors and vendors for loan transactions. Coordinate the ordering of all title reports and follow up on appraisal orders. Review all documentation received for accuracy and determine if additional research or documentation is required. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including BSA, RESPA, TILA, TRID and AML laws appropriate to the position.. Review and calculate income, including tax returns and funds verification (assets) from documentation received in accordance with Golden 1's policies/procedures and update the LOS (Loan Origination System) accordingly. Prepare and process equity loans and lines in accordance with internal policies and procedures as well as regulations related to Equity Lending. Review and evaluate credit documentation for compliance with Golden 1's policies. Acquire and maintain knowledge of rules and regulations regarding equity lending. Complete Home Mortgage Disclosure Act (HMDA) information to include auditing information on closed out files to ensure accuracy. Maintain and respond to quality control issues. Perform functions in accordance with Golden 1's performance competency standards. Perform other tasks as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: Effective oral and written communication skills required to interact with members and vendor company staff on the telephone, to produce monthly reports, and to perform other clerical functions. Must possess sufficient manual dexterity to skillfully operate standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: Home Loan staff, Branch staff and various other staff at Corporate Headquarters. EXTERNAL: Title companies, appraisers, members, government agencies and various other vendors. QUALIFICATIONS: EDUCATION: Successful completion of High School curriculum is preferred. Additional work experience may be considered in lieu of a High School diploma. EXPERIENCE: Two years in a financial institution. Mortgage lending experience preferred. . KNOWLEDGE/SKILLS: Maintain knowledge of real estate industry and Golden 1's policies/procedures & guidelines. Strong oral and written communication skills Strong interpersonal skills Strong member relation skills Ability to manage high volume telephone contact Attend training provided through seminars, webinars and weekly coaching as compliance, policies/procedures, or work processes dictate. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Heavy telephone volume. Hearing within normal range. A device to enhance hearing will be provided if needed. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. LICENSES/CERTIFICATIONS: None Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 1/9/2026

TITLE: LEARNING DEVELOPMENT PROGRAM MANAGERSTATUS: EXEMPTREPORTS TO: MANAGER - LEADERSHIP AND DEVELOPMENT PROGRAM MANAGEMENT OFFICE (LED PMO) DEPARTMENT: LEADERSHIP AND ENTERPRISE DEVELOPMENTJOB CODE: 11545 PAY RANGE: $85,100.00 - $92,000.00 ANNUALLY GENERAL DESCRIPTION: The Learning Development Program Manager leads the design, development, and execution of our organization's learning and development initiatives. They play a key role in identifying training needs, creating engaging learning programs, and ensuring their effective delivery to enhance employee knowledge, skills, and performance. TASKS, DUTIES, FUNCTIONS: Conduct thorough needs assessments to identify gaps in knowledge, skills, and performance across the organization. Design and develop comprehensive learning programs that align with organizational goals and address identified needs. Apply instructional design principles to create engaging and effective learning materials, ensuring a variety of learning modalities are utilized. Develop and manage curriculum frameworks that guide the structure and content of learning programs. Create a variety of learning assets including interactive eLearning modules, videos, instructor-led courses, facilitator and participant materials, workshops, and job aids. Utilize learning management systems (LMS) and other educational technologies to facilitate program delivery, tracking, and evaluation. Manage all aspects of learning programs, including timelines, resources, and budgets, to ensure successful implementation. Collaborate with subject matter experts, instructors, and other stakeholders to ensure the effectiveness and relevance of learning programs. Analyze learning data and metrics to assess program effectiveness and make data-driven decisions for continuous improvement. Implement change management principles to facilitate the adoption of new learning initiatives within the organization. Develop and manage budgets associated with learning programs, ensuring cost-effectiveness and resource optimization. Commit to continuous improvement by incorporating feedback and adjusting learning programs based on results and changing organizational needs. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Strong written and verbal skills and the ability to present information positively, professionally, logically, and concisely. Must possess sufficient manual dexterity to skillfully operate a personal computer and other standard office equipment, such as multi-purpose copier and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All Levels of Staff EXTERNAL: Partner and maintain positive relationships with external vendors and peers in financial institutions. QUALIFICATIONS: EDUCATION: Bachelor's degree in Education, Instructional Design, Human Resources, or a related field. Master's degree is a plus. EXPERIENCE: A minimum of 5 years' experience as a Learning Program Manager or in a similar role. Strong understanding of instructional design principles and adult learning theory. Experience with learning management systems (LMS) and other educational technologies. KNOWLEDGE / SKILLS: Excellent project management skills with the ability to manage multiple projects simultaneously. Expertise in using Articulate products, such as RISE and Storyline, for course creation. Proficient with rapid and/or AI video development tools such as Vyond or Powtoons. Experience with virtual and in-person facilitation. Strong data analysis skills and the ability to use data to inform decision-making. Excellent communication and interpersonal skills. Ability to collaborate effectively with cross-functional teams. Knowledge of relevant laws and regulations pertaining to learning and development. Commitment to staying updated on industry trends and best practices in learning and development. PHYSICAL REQUIREMENTS: Combined sitting, standing, and moving throughout the day performing work-related functions. Vision in the normal range to accomplish tasks. Hearing within the normal range required. A device to enhance hearing will be provided if needed. LICENSES / CERTIFICATIONS: #LI-Hybrid THIS JOB DESCRIPTION IN NO WAY STATES OR IMPLIES THAT THESE ARE THE ONLY DUTIES TO BE PERFORMED BY THIS EMPLOYEE. HE OR SHE WILL BE REQUIRED TO FOLLOW OTHER INSTRUCTIONS AND TO PERFORM OTHER DUTIES REQUESTED BY HIS OR HER SUPERVISOR THAT ARE WITHIN HIS / HER KNOWLEDGE, SKILL AND ABILITY AS WELL AS HIS / HER MENTAL AND PHYSICAL ABILITIES. REV. 4/21/2025

TITLE: SR BUSINESS SYSTEMS ANALYST - DIGITALSTATUS: EXEMPTREPORTS TO: MANAGER - DIGITAL DELIVERYDEPARTMENT: IT - DIGITAL PLATFORM DELIVERYJOB CODE: 11624 PAY RANGE: $102,000.00 - $110,000.00 ANNUALLY GENERAL DESCRIPTION: The Senior Business Systems Analyst role is responsible for engaging with various business units to translate complex business needs into quality software solutions and assists in the design, development, and implementation of identified solutions following Agile Software development practices. This also includes the operational support for all managed enterprise-wide software solutions. In partnership with the software vendors and business units, the senior analyst will work to maximize opportunities to use technology to improve products, services, and/or business processes. An advanced understanding of the Credit Union's enterprise-wide software solutions is required. TASKS, DUTIES, FUNCTIONS: Oversees all aspects of the Software Development Lifecycle for enterprise-wide software solutions by reviewing, analyzing, and creating detailed documentation of business unit needs, including workflow, program functions, and steps required to implement technical business processes. Drives efficient and effective joint business/IT requirements and solution discussions in addition to stakeholder review meetings. Provide high-quality analytical system solutions for key stakeholders. Proactively identifies software functional gaps and opportunities of improvement. Collaborates with product owners to create product backlog by using Agile practices. Creates user stories with relevant acceptance criteria. Leads or participates with the implementation of complex projects as technical subject matter expert from beginning to completion. Delivery Focus: 10% Training and mentoring BSA I 70% Project Support 20% Department process improvement Participate in scrum events such as daily scrums, sprint planning, backlog refinement, sprint retrospective and reviews. Supports Agile practices and leads the improvement of service. Designs, creates, and documents process flows, technical requirements list, specifications, diagrams, scenarios, mockups, and/or models for the development team using Visio, MS Word, Excel, PDF, SharePoint, and other like tools. Provide Tier 3 application support to uphold day-to-day business line operations, including the resolution of all internal tickets to a timely and successful resolution for all Enterprise-wide managed software solutions. Operations Focus: 10% Training and mentoring BSA I and BSA II 20% Tickets and operational support requests 70% Manage and support software upgrades Troubleshoots issues, assists in triage, and assesses risk and serves as escalation points for incident management. Manage administrative functions such as, but not limited to customizations of intricate forms, fields, reports and create saved searches, dashboards, workflows, role-based access management and reporting support. Effectively work to resolve complex business line application requests or reported issues through effective listening skills, positive action, information gathering and/or ticket escalation. Keep application users regularly informed on progress and resolution for all application issues reported and in alignment with internal service level agreements using clear and proactive communication. Collaborate and coordinate with third-party service providers or other internal technical teams to address software needs-based solutions and production issues with implemented resolutions and consistent follow-up. Establish and maintain strong working relationships with business line, other internal technical teams, and third-party service providers needed to improve Enterprise-wide software solutions. Participate in on-call support for critical response to after hour application impairments or major outages as needed. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Advanced oral and written communication skills required to interact or complete technical analysis with Credit Union staff, management, or vendor partners. Strong adaption skills contributing to an environment that promotes and enables change to facilitate improved ways of working. Understanding of Agile based development practices. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, printer, facsimile machine, and telephone. Makes sound decisions in the absence of detailed instructions. Ability to multitask, work under pressure and tight deadlines; may be required to work extended hours to complete tasks or respond to system production issues. Proven ability to develop, document and maintain operational policies and procedures, including the designing and documenting detailed technical process flows, and the development of operational performance and quality metric standards and reports. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All Credit Union Staff EXTERNAL: Vendors, suppliers, government agencies, other industry associations and peers at other financial institutions. QUALIFICATIONS: EDUCATION: Minimum four-year degree in Information Technology, Project Management or Business Administration required, or 6 years of experience. Bachelor's degree in Business Administration, Accounting, Information Technology, Engineering, Management, or related field preferred with 4+ years of experience. Equivalent work experience may be considered in lieu of a 4-year degree. Agile certifications preferred. EXPERIENCE: Seven years or more experience in financial or health services, including technical business analysis, product development and process improvement. Experience working in an Agile environment or Azure eco system (DevOps) strongly desired. KNOWLEDGE / SKILLS: Knowledge of commonly used financial industry concepts, practices, and guidelines. Knowledge of existing Credit Union products, services, and overall operational guidelines, especially as it relates to various delivery channels. Excellent oral communication, presentation, and technical writing skills. Strong research, technical analysis, planning and organizational skills. Ability to use logical reasoning when interpreting facts. Experience with small to medium enterprise software systems, as well as the ability to learn new systems quickly. Ability to analyze and document technical business processes. Ability to make observations, examinations, evaluations, and recommendations. Ability to participate on projects and assist team members to implement system upgrades and enhancements. Strong PC skills. PHYSICAL REQUIREMENTS: Carry and respond to a cell phone 7 days a week. May need to diagnose problems from home, occasionally may need to travel to site to correct problem either by car or public conveyance. Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Ability to lift 20 lbs. as may be required. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Occasional travel may be required locally, statewide, and throughout the United States to attend seminars and vendor group meetings. Overnight travel and evening schedules included. Occasionally required to change work hours or work long hours including working on weekends to accomplish tasks. LICENSES / CERTIFICATIONS: None Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 10/01/2025

TITLE: OPERATIONS - COMMUNICATION AND CHANGE MGMNT SR ANALYST STATUS: EXEMPT REPORT TO: SRMGR - PORTFOLIO PLANNING AND EXECUTION DEPARTMENT: OPERATIONS PLANNING AND EXECUTION PAY RANGE: $83,900.00 - $95,000.00 ANNUALLY GENERAL DESCRIPTION: The Communication and Change Management Senior Analyst is responsible for effective communication and executing on change management strategies that support the successful adoption of new processes, systems, and technologies across the organization. This role partners with cross-functional teams to assess change impacts, develop communication, assist with training plans, and foster a culture of agility and continuous improvement. The Communication and Change Management Senior Analyst is a key contributor to enabling business transformation and ensuring alignment with Golden 1's strategic objectives. Overall, the role demands a collaborative partner to drive business outcomes and ensure alignment with internal and member needs. TASKS, DUTIES, FUNCTIONS: Execute change management strategies to support enterprise initiatives. Ensure effective communications methods are utilized to operationalize process, policy, regulatory and other types of business change. Conduct impact assessments to identify risks, stakeholder impacts, and readiness levels. Create and manage communication plans to ensure clear and consistent messaging throughout change efforts. Provide guidance and support to leaders and teams to build change capability and reduce resistance. Collaborate with project teams to integrate change management activities into overall project plans. Communicate training programs and materials to support employee adoption. Monitor and evaluate the effectiveness of change initiatives and adjust strategies as needed. Promote change readiness and a culture of continuous improvement across the organization. Partner with internal stakeholders to identify and address barriers to change and develop mitigation strategies. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Strong analytical and quantitative skills to interpret data and develop forecasts. Excellent communication skills to present findings and influence decision-making. Manual dexterity to operate standard office equipment including computers, copiers, and telephones. Ability to work independently and manage multiple priorities in a fast-paced environment. Proficiency in Microsoft Office ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of staff and management, including Senior Management. EXTERNAL: Members, vendors, suppliers, government agencies, credit union industry associations and peers at other financial institutions. QUALIFICATIONS: Bachelor's degree in business administration, Operations Management, or related field is required. Additional experience in lieu of degree may be considered. EXPERIENCE: Minimum of 5 or more years of experience in communication, change management, or operations analysis. Experience in a financial institution or service-oriented environment is preferred. KNOWLEDGE / SKILLS: Strong understanding of change management practices and effective communication optimization strategies. Excellent communication and interpersonal skills with the ability to influence at all levels. Ability to translate complex data into actionable insights. Strong collaboration and relationship-building skills across departments. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision and hearing within normal range. Ability to lift up to 20 lbs. as needed. Occasional movement throughout the department to interact with staff. May require extended hours or travel to support planning initiatives and attend meetings or training. LICENSES / CERTIFICATIONS: Project Management Professional (PMP) certification is a plus. THIS JOB DESCRIPTION IN NO WAY STATES OR IMPLIES THAT THESE ARE THE ONLY DUTIES TO BE PERFORMED BY THIS EMPLOYEE. HE OR SHE WILL BE REQUIRED TO FOLLOW OTHER INSTRUCTIONS AND TO PERFORM OTHER DUTIES REQUESTED BY HIS OR HER SUPERVISOR THAT ARE WITHIN HIS / HER KNOWLEDGE, SKILL AND ABILITY AS WELL AS HIS / HER MENTAL AND PHYSICAL ABILITIES.

TITLE: BUSINESS ACCOUNT AND LOAN SERVICING REPRESENTATIVESTATUS: NON-EXEMPTREPORTS TO: SUP - BUSINESS ACCOUNT AND LOAN SERVICINGDEPARTMENT: BUSINESS MEMBER SUPPORTJOB CODE: 11737 PAY RANGE: $25.02 - $26.50 HOURLY GENERAL DESCRIPTION: The role of a Business Account and Loan Servicing Representative requires a dynamic and driven individual with a strong commitment to service excellence. This individual excels in delivering outstanding service, employing effective call handling methods to ensure a positive and memorable member experience. As a Business Account and Loan Servicing Representative, they hold a vital position in strengthening the Business Member Support department. Their responsibilities are to be primary point of contact for business members, responding promptly to inquiries, resolving issues, and providing ongoing support and guidance. Additionally, collaborate with internal teams, including lending, treasury management, and other business partners, to deliver comprehensive solutions to business members. TASKS, DUTIES, FUNCTIONS: Meet and achieve established performance standards commensurate to grade level with phone efficiency and quality from the Business queue in a fast-paced environment. Resolve business member issues relating to online banking, business deposit products, business lending products and money movement services products. Maintain and effectively leverage a thorough knowledge of Golden 1 Credit Union business deposit and loan policy and procedures. Engage in conversations centered around business member's needs, specifically focusing on credit, deposit, and servings process needs of the member assist in growing their business. Initiates contact with new members within 2 days of their membership initiation and conducts a follow-up after 2 weeks. Modifying or setting up ACH forms for Commercial Real Estate (CRE), loans, and credit cards. Assist with all requests submitted through the Business Account and Loan Servicing Phone Queues, email boxes, and faxes. Demonstrates advanced Credit Union knowledge, ability to resolve issues, digital support, and escalations with minimum guidance. Foster a positive and engaging work environment. Inspire others through words and actions; ensure positive employee morale throughout Golden 1, by embracing our mission, vision, and core values. Effectively navigates software applications and simultaneously works on multiple screens while resolving member concerns. Maintain a thorough understanding of the state and federal laws and regulations related to credit union compliance that are appropriate to the position. Handles general inquiries and questions from members by demonstrating understanding of member needs, concerns and/or frustrations. Responding by demonstrating care, concern, and an appropriate sense of urgency. Perform multiple internal queues and maintain service levels and regulatory requirements. Proactively conduct a comprehensive needs assessment for our business members, aiming to identify tailored financial products and services that align with their unique requirements and contribute to their success. Deliver exceptional member service while actively listening, efficiently gathering information, understanding member concerns, and resolving issues effectively. Empathize, clear communication, and provide tailored solutions to ensure member satisfaction and loyalty. Educates members about our products to foster loyalty and retention. Identifies opportunities to assist members with Golden 1 product or service offerings and diligently documents interactions in the internal ticketing system. Perform routine tasks such as handling inquiries, resolving problems, and maintaining a high-quality customer experience within the bounds of work guidelines, policies, and regulations. Identify and implement process efficiencies and escalate procedural updates to Sr. and above for approval. Identify and resolve issues that arise outside of the normal course of business. Organize, prioritize, and perform multiple tasks simultaneously while being detailed oriented. Productively works to improve the standard way of doing things, anticipating issues to prevent problems before they occur. Perform general account maintenance, which may include payment corrections. Perform post funding services, such as payoff requests and prepayment penalty calculations. Process loan payoffs, demands, and requests for reconveyance. Field inbound calls and member inquires. Must be able to perform amortizations of Commercial Loans. Meet production deadlines daily while cognizant with quality and quantity in a fast- paced environment. Must demonstrate functional knowledge of all compliance courses annually and must review and pass all regulatory tests and courses pertaining to their job functions including internal credit union policies. Maintain effective communication with all Credit Union employees to ensure coordination and exchange of information for accomplishing Credit Union goals. Participates and contributes to a positive teamwork environment, which encourages team commitment to corporate, division, and departmental goals. Perform additional duties as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Effective oral and written communication skills required to interact with staff and members to perform follow-up on research requests, inquiries, and concerns. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment such as a personal computer, facsimile machine, and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: Regularly engage in verbal and written communication with various departments, including ACH departments, Wire Department, BMS department, Business Relationship Officer, Commercial Loan Reps, IT Help Desk, Deposit Account Servicing, Financial Advisors, Member Development Officers, Call Center (MSCC), Fraud Management, Learning and Development, and Digital Team. Internal discussions primarily revolve around research topics. EXTERNAL: Corresponds effectively and professionally in consultative conversations with Golden 1 business members and prospective business members via Business Online Platform, secured messaging, e-mail and telephone. QUALIFICATIONS: EDUCATION: Bachelor's degree or equivalent work or educational experience in servicing business and commercial loans preferred. EXPERIENCE: Minimum two years of experience with Business Account and Loan Products including Commercial Real Estate and Commercial and Industrial, Business Loan Servicing/Processing/Documentation and Business account servicing required. KNOWLEDGE / SKILLS: Excellent PC skills, with the ability to learn and train in new software. Excellent interpersonal skills with the ability to present a professional image to management, staff, and outside contacts. Solid understanding of Commercial Loan Products Familiarity of business products, services and compliance requirements required. Excellent organizational, time management and communication (verbal and written) skills. Shares knowledge freely to help others succeed. Fully participates in meetings, proactively bringing forward relevant information, ideas and potential solutions. Ability to work independently and as a team member, while using discretion in decision making and sound judgment in problem solving. Positively adapts to changes in Golden 1 and/or changes in own role and helps others to do the same. Ability to manage multiple tasks and demands, to work independently and as a team member, and to meet deadlines and effectively adjust to changing priorities. Reliable work attendance Full-time hours required, with additional hours as necessary including weekends. Basic knowledge of the following systems: Microsoft Office (Word, Excel and Outlook), eFunds, Verafin, Q2, DNA, OFAC, EnAct, ServiceNow, ECM, Fiserv, SpendTrack, Interaction Desktop, Quavo, Docusign, Datasafe, NitroPro, SharePoint PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within normal range. LICENSES / CERTIFICATIONS: None THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 3/20/2025

We're always looking for diverse, talented, service-oriented people to join our exceptional team. Telecom Network Engineer The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity. Pay Range: $96,110.00 - $153,777.00 Scheduled Weekly Hours: 40What You'll Be DoingResponsible for effective design, administration, configuration, installation, provisioning, monitoring and troubleshooting to ensure availability, capacity and performance of Contact Center systems, is achieved. Perform assigned duties as listed in RACI model(s) and under general direction from manager. Collaborate with peers, architects, project managers, managers and business stakeholders on design, strategy and project activities. Support SchoolsFirst's complex telecommunications infrastructure, with a focus on one or more key functional areas: Routing and Switching, Voice & Collaboration and Contact Center Design, install and configure systems for the telecommunications infrastructure, using best practice principles Design and implement highly available solutions, in order to minimize repair and recovery efforts from hardware or software failures Perform tasks to ensure system availability and reliability, including daily monitoring, ongoing performance tuning and optimization, and OS and application patching Document Standard Operating Procedures (SOPs) for current system administration, while developing innovative and automated approaches for those processes which can be improved Troubleshoot, resolve and provide root cause analysis of complex system and user issues, independently or through coordination with 3rd party vendor support Collaborate with team members, service stakeholders and vendors to fulfill service and enhancement requests Manage vendor relationships by defining objectives, maintaining regular communication and establishing KPI's to assess vendor performance Support ongoing improvements, including periodic failover and testing efforts, of disaster recovery and business continuity solutions Forecast, recommend, and implement capacity planning Provide after-hours maintenance and support as needed Provide world-class end-user service and technical support Obtain relevant certifications based on the Certification Path identified by management Consistently strive to make improvements to our processes and technology Participate in regularly scheduled huddles and meetings; report on individual metrics, analyze deviations, and discuss areas of improvement with the team as a whole On call rotation supporting the production environment 24x7x365. Additional Job Functions Performs other duties as assigned Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions Qualifications Bachelor's Degree with a technical major, such as engineering or computer science or equivalent years of experience required 5-7 years of contact center application and IP telephony experience required GCX-GCP Genesys Cloud CX Certified Professional preferred GCX-GCD Genesys Cloud CX Certified Developer preferred GCX-ARC Genesys Cloud Architect Certification GCP-GC Genesys Cloud Certified Professional GCD-GC Genesys Cloud Certified Developer Knowledge, Skills, and Abilities Advanced knowledge of UC/CC applications with 4+ years of experience with applications such as: Genesys, Cisco Unified Contact Center Enterprise, Avaya, Five9, 8x8… Advanced knowledge of IP telephony architecture with 3+ years of practical experience with SIP trunks, SBCs, Media Gateways, FXS/FXO, Codecs… Advanced knowledge of UC/CC technologies (e.g. IVR, APIs, ACD, WFM/WFO, Omnichannel communications…) Advanced knowledge of voip protocols (e.g., SIP/SDP, RTP/SRTP, WebRTC, MGCP…) Intermediate knowledge of network communication as defined by TCP/IP and OSI models Intermediate knowledge of POTS, DS1/T1, E1, DS3, OC3, FE, GigE and 10GigE. Intermediate knowledge monitoring tools for SNMP, packet capturing and application log files Intermediate knowledge of operating systems, servers and storage. Intermediate knowledge of CoS and QoS designs, configurations and support. Intermediate knowledge of audit and security best practices (CCPA, PII, PCI DSS, ISO). Additional Knowledge, Skills, and Abilities • Advanced knowledge of UCaaS/CCaaS, with 2+ years of practical experience with Genesys Cloud • Support ongoing designs, implementations and management of Genesys Cloud's Contact Center solution • Monitor, analyze and report on contact center performance using analytic tools for forecasting, metrics, and KPI's. • Support capacity planning, load testing and performance tuning, to ensure optimal performance of the contact center systems. • Manage cloud services vendor(s), monitoring ticket escalations, coordinating upgrades and holding them accountable to contractual SLA's and obligations. • Collaborate with cross-functional teams to ensure successful delivery of organizational projects, which require integration through Genesys Cloud APIs • Work closely with internal departments to understand their business requirements, in order to provide customized contact center solutions. SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on. SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information. This organization participates in E-Verify.

JOB TITLE: Consumer Credit Analyst IIIDEPARTMENT: Consumer Direct Lending Ops STATUS: Non-Exempt GENERAL DESCRIPTION: Consumer Credit Analyst III is responsible for performing risk analysis for complex secured and unsecured consumer loans. The Credit Analyst reviews, analyzes, and evaluates consumer loan applications and based on their judgment approve, modify or deny consistent with credit union guidelines. Consumer Credit Analyst III must clearly document and communicate the reasoning for their decision. Maintain and strengthen relationships with members, and internal/ external originators. A Credit Analyst III will mentor less senior analysts and be prepared to assist in more complex credit decisions or approve transactions outside of other's lending authority. Maintain a thorough understanding of the credit union's underwriting standards, risk philosophy, credit culture and market conditions. Exhibits good leadership ability. TASKS, DUTIES, FUNCTIONS: Review, analyze, and evaluate loan applications based on established credit union policies and apply knowledge of underwriting procedures and risk mitigation techniques to approve, counter, or deny consumer loan applications by: Review and ensure the transaction is accurate, complete and compliant. Analyze credit history to determine propensity for repayment. Analyze income and financial statements to determine ability to repay. Evaluate required documentation for accuracy and truthfulness. Apply fraud detection and prevention techniques. Utilize the credit reports to calculate key lending ratios to determine capacity, credit utilization, and Loan to Value. Ensure application request are in line with credit union guidelines, identify mitigating factors and render judgmental decisions within their designated loan authority. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance- including bank secrecy, anti-money laundering, Fair Lending and Truth in lending laws appropriate to the position. Responsible for receiving and initiating escalated phone inquiries and must communicate and interact with originator and external business partners to provide information or reasoning regarding loan decision. Effectively address and resolve all complaints or issues raised by members, internal staff and business partners. Gather information, perform analysis, and prepare reports as directed by management. Assist with training originators regarding lending policies, process or procedures, administering lending promotional campaigns. Make recommendations and assist with updating product, policy and procedure materials pertaining to consumer lending. Assist in the preparation of training and/or lending presentations. Train personnel on lending policies and procedures. Provide work direction, feedback and training to less experienced staff. Mentor others in credit decision making and department procedures and policies. Perform upgrade validations pertaining to lending systems. Understand the use of the automated loan origination system and recommend efficiency improvements. May act as a team lead and provide performance feedback to less senior consumer credit analysts. May act as a backup in absence of Supervisor. Perform other Lending duties as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: Effective oral and written communication skills required to interact with staff, and members to perform constructive follow up on member loan requests, inquiries, and concerns. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone. Ability to work required hours which may include weekend shifts and work hours after 6:00 p.m. Some travel may be required. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: Management group and all levels of staff. EXTERNAL: Members and external originators. QUALIFICATIONS: EDUCATION: Successful completion of High School curriculum is required. Associates degree is preferred. EXPERIENCE: : Minimum 7 year in consumer lending, in a judgmental lending environment where LOS is used as a guide to make decisions and 4 years of experience reviewing, analyzing, evaluating loan applications and rending judgmental decisions. KNOWLEDGE/SKILLS: Strong analytical, organizational skills and attention to detail. Ability to calculate figures and amounts. Ability to use logical reasoning when interpreting facts and make objective observations, examinations, evaluations and recommendations. Remain knowledgeable on key trends in the financial services industry that impact loan quality and underwriting. Solid interpersonal, oral and written communication skills to build and maintain professional relationships with originator and members. Good leadership abilities. Extensive knowledge of consumer loan underwriting, credit analysis and reporting. Possess a high degree of integrity to use judgment to make appropriate and fair lending decisions on behalf of the credit union. Comprehensive understanding of both branch and indirect credit union lending policies. Ability to sell and promote product lines, and back up lending decisions in a way that enhance originator relationships. Time and queue management skills to effectively prioritize multiple objectives. Intricate understanding of regional lending market conditions and collateral values. Understand the use of the automated loan origination system. Operate on standard Microsoft programs and other computer operations. Stay up to date on changes within the department, organization, industry and current market conditions. Must work well in a fast paced and flexible production-oriented department. Analytical skills to include reviewing and understanding complex paystub and personal and corporate tax return documents. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Must be flexible with scheduling, including evenings, weekends, and holidays. LICENSES/CERTIFICATIONS: None Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 1/9/2026

TITLE: LOSS MITIGATION SPECIALIST STATUS: NON-EXEMPT DEPARTMENT: MEMBER CARE REPORTS TO: SUP - MEMBER CARE PAY RANGE: $25.40 - $29.00 HOURLY GENERAL DESCRIPTION: This position is responsible for reducing risk to Golden 1 by minimizing financial losses associated with member accounts including Visa credit cards, line of credit, secured loans, signature loans, real estate loans, and home quality lines of credit. The position will provide workout assistance to members who are presently in default or imminent danger of going into default by providing member outreach, financial counseling, offering loan forbearance, repayment plans, deferrals, and/or modifications. The position is further responsible for complying with credit union Board policies and guidelines, NCUA, state and federal regulations. TASKS, DUTIES, FUNCTIONS: 1. Communicate with members to determine the reason for default and request additional pertinent information as needed. 2. Analyze member financial documentation to determine the most effective workout option. 3. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance, including bank secrecy act/anti-money laundering laws appropriate to the position. 4. Coordinate payment arrangements with members and follow up in a timely manner on such arrangements, properly documenting accounts as contact with each member is made. 5. Promote loan workout solutions to support Golden 1's membership and contribute to a reduction of overall delinquencies by negotiating solutions that are mutually beneficial to the client and Company. 6. Prepare necessary analysis and documentation to complete loan modification agreements, repayment plans, forbearance plans, and other workout options. Identify and submit qualifying workout cases to manager for approval. 7. Collaborate with others as appropriate to assist with the efficient, effective, and timely completion of Member Care projects. 8. Possess a high level of knowledge in all Member Care Department specialty areas such as negative shares, repossessions, suits, foreclosures, and bankruptcies. 9. Ability to thoroughly review and document account summaries on all actions taken, such as telephone conversations, alternative financial arrangements, and letters mailed to assess the need for escalated Member Care efforts. 10. Maintain positive relations with all members, credit union departments, and branches discussing sensitive personal financial circumstances in a tactful manner. 11. Update relevant systems with member communication, notes, and action items. 12. Process and update workout tracking reports on a daily basis. 13. Process vendor invoices. 14. Assist manager and/or supervisor with other duties as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTIIZED IN THE PERFORMANCE OF THESE TASKS: 1. Effective oral and written communications skills required to perform day to day functions. 2. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including a typewriter, adding machine, personal computer, facsimile machine, and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: 1. INTERNAL: All staff levels, including Manager Real Estate Loss Mitigation, Collections, Consumer Loan Servicing, Real Estate, Equity, Accounting, Finance, Internal Audit, Credit Risk Management, and IT. 2. EXTERNAL: Members, vendors, and peers in financial institutions. QUALIFICATIONS: 1. EDUCATION: Associates Degree in related field or equivalent work experience. 2. EXPERIENCE: Minimum three (3) years' experience in default management or loss mitigation or related field (i.e., underwriting, credit etc.) with banks, savings and loans, credit unions or other finance companies. 3. KNOWLEDGE/SKILLS: Thorough knowledge of collection procedures, and related laws and regulations. Must be a strong team player. Written and oral communications skills are critical to communicate effectively with members, vendors, and peers. Successful candidates must be detail oriented, well organized and motivated to complete daily work in a timely manner. Successful candidate must also exhibit a working knowledge of Microsoft Office, including Excel, Work and Outlook. PHYSICAL REQUIREMENTS: 1. When in the office, prolonged sitting throughout the workday to accomplish tasks. 2. Corrected vision in the normal range to read loan documents submitted by members. 3. Corrected hearing in the normal range. A telephone device will be provided if needed. 4. Long work hours may be required to accomplish tasks, including nights and weekends. LICENSES/CERTIFICATIONS: None. THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 1/24/2024