SF Fire Credit Union jobs

Where it all began… In 1951 SF Fire Credit Union first opened its doors from a modest 10′ × 15′ office space in 17 Engine. It was from those humble beginnings-where everyone pitched in to help one another in their community-that the organization forged its way of business forever. Today, the San Francisco-based credit union has grown to $1.7B in assets and a membership that extends from the regional firefighters we trace our roots back to throughout our many neighbors in San Francisco, San Mateo and Marin Counties. Our members benefit from the ideas and principles that have shaped us: Shared trust, continuous innovation of products and services, competitive rates, and excellent member service. These qualities foster a true sense of member-ownership and strengthen the credit union's bond with the people for whom this credit union was created. What we stand for… There are a few things we look for those we hire at SF Fire Credit Union, regardless of role or team. First, do they align with our values? Be Personal - Walk the Member/Employee Path Be a Leader - Empower, Collaborate, Own Be Outside the Box - Innovate, Educate, Engage Be Real - Integrity and Transparency Matter Be the Connection - Serve our Community Second, will they thrive in a culture like ours, where we default to trust, embrace feedback, and desire to innovate? Finally, do they share our vision to help empower members to accomplish their dreams and build lasting financial security in whatever way is most relevant to their role? What it feels like… Most days it feels more like going to work with a big family. Whether it's a pot luck lunch, baking birthday cakes for colleagues in the kitchen, or after-hours get together, we're here to do a great job and have a good time while doing it! We value a good sense of humor, are motivated by a higher purpose, and always bring an “in-this-together” attitude. While we're driven to do great work, we also value real work/life balance. Is This the Career for You? In this role, you will assist the VP, Controller, in directing the accounting operations and controls for the Credit Union. As a team member you will be responsible for meeting the department's deadlines and a multitude of accounting activities including general ledger preparation and financial reporting. You will also assist in successfully completing and meeting regulatory and tax reporting and filing requirements, and internal and external audit activities. What You'll Be Doing Manage Accounting staff in daily operations, including coaching/mentoring and career development Manage financial reporting: preparing accurate and timely monthly, quarterly, and annual financial statements Oversee accounting operations: manage the daily activities of accounting functions, such as the general ledger, accounts payable Manage month-end and year-end close to ensure timely and accurate closing of the financial books Perform financial analysis: analyze financial data to provide insights to senior management for use in decision-making and business planning Serve as a liaison to both internal and external auditors, preparing all necessary schedules, documents, and other information requested for financial reviews Develop and enforce internal controls: assist the controller to establish, maintain and enforce accounting policies and procedures Ensure the reconciliation of the Balance Sheet GL accounts are carried out effectively and in a timely manner and supporting workpapers are concise and effective Ensure department written operating policies and procedures are current and accurate, and followed as prescribed Ensure compliance with GAAP Research new accounting developments from authoritative bodies (FASB, AICPA, NCUA), evaluate accounting transactions and new accounting pronouncements, and application of the changes impacting the Credit Union Research and resolve system related issues through working with internal departments including operations and IT, and vendors, as needed Perform other duties assigned Serve as a backup to other accounting department staff What We Look For In You At least 5+ years of progressively responsible experience in accounting Bachelor's Degree in Accounting CPA license Previous Credit Union experience or Financial Institution environment preferred Experience with core banking systems in relation to general ledger posting preferred Strong knowledge of generally accepted accounting principles (GAAP) Strong verbal and written communication skills Demonstrated leadership, organizational and time-management skills Demonstrated strong analytical and problem-solving skills Demonstrated strong attention to detail and accuracy Demonstrated managerial and supervisory experience Professional attitude and demeanor and the ability to exercise good judgment High proficiency with financial software as well as Excel skills Required Competencies: Customer Focus - Is dedicated to meeting the expectations of internal and external customers Approachability - Is easy to approach and talk to; Spends extra effort to put others at ease Peer Relationships - Is seen as a team player and is cooperative Decision Quality - Makes good decisions based upon a mixture of analysis, experience and judgment Problem Solving - Uses rigorous logic to solve difficult problems with effective solutions Drive For Results - Steadfastly pushes self and others for results Interpersonal Savvy - Relates well to all kinds of people; builds constructive and effective relationships Integrity and Trust - Is widely trusted; is seen as a direct truthful individual Listening - Practices attentive and active listening; Has the patience to hear people out Action Oriented - Full of energy for things he/she sees as challenging, not fearful of acting Personal Learning - Seeks feedback; Displays a high level of curiosity and translates it into new approaches to problem solving Creativity - Challenges conventional practices in a constructive manner Note: This job description is non-contractual, or an exhaustive list and it may be added to or changed to from time to time. Salary This compensation range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At SFFCU, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range for the San Francisco Market is an annual salary of $118,000 to $178,000. OUR BENEFITS We have a competitive compensation and benefits package, but the true reward of working for SF Fire Credit Union goes beyond what you'll see on a pay-stub. We genuinely care our employees and we strive to invest in their professional and personal growth. We're a relatively small organization at about 200 employees, so you can see the impact of your efforts and the value your contributions bring to our members and fellow employees. 401(k) and Employer Match Health, Vision, Dental and Life Insurance Annual Incentive/Bonus Program Tuition Reimbursement Program 11 Paid Holidays + Competitive PTO package Home & Consumer Loan Program (Discounted Rates) Professional development and training programs On-demand personal coaching resource Wellness Program (Discounted Gym Membership) “Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.”

If you're looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the IT department offers a hybrid work schedule, so you'll be able to work from home for part of the week! If you're looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From competitive bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the IT department offers a hybrid work schedule, so you'll be able to work from home for part of the week! We're looking for a CRM Support Specialist to join our ranks. Are you a proactive problem solver with exceptional customer service skills with a background in CRM systems, specifically Redtail? Ours is a fast-paced, on-your-toes environment, and a positive, can-do attitude is a must. Key Responsibilities Providing white-glove, first-level support to our CRM users with a focus on Redtail, particularly Commonwealth advisors and their staff Prioritizing and processing help requests to identify and resolve support issues Accurately and effectively troubleshoot and solve technical problems in a fast-paced environment Core Strengths and Skills Familiarity and knowledge of the Redtail CRM System Strong customer service mindset and communication skills ensure the customer experience is paramount Patience and capability to walk users through best practices Experience with Microsoft Office365 functionality and troubleshooting Knowledge of Active Directory, Azure/Entra, and on-prem domain environments Experience in providing mobile device support (iOS, Android) Additional Skills and Knowledge 3+ years working in a technical support role CompTIA A+, Microsoft MD-100, or equivalent technical certification preferred Experience in a tech services or similar help desk onsite role a plus Please note: This is a full-time opportunity, working 8:00 a.m. to 5:00 p.m. PST with a 60-minute lunch break. Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Picture Yourself Here At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That's why we invest in you-we encourage employee growth both in your career and education; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What's not to love? We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you. About Commonwealth Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. Founded in 1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California; and Blue Ash, Ohio. Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure, which has earned us 43 Best Place to Work awards. The Fine Print We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf. Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds. Min USD $65,900.00/Yr. Max USD $79,100.00/Yr.

Title: Commercial Data Analyst Hiring salary range: $72,092.00 - $97,705.00 annual Fremont Bank founded in 1964, is one of the oldest independently owned banks in the Bay Area and is one of the top rated mid-tier banks in the nation. Voted a Top Workplace for 2024 and for the past fourteen consecutive years, Fremont Bank has an immediate opening for a Commercial Data Analyst in Livermore, CA. Position Overview The Commercial Data Analyst will be responsible for collecting, analyzing, and interpreting data to help drive decision-making that supports strategic objectives in Commercial Lending. This role demands a detail-oriented professional who thrives on turning complex data sets into insights that inspire operational improvements. The ideal candidate will have strong analytical skills, a keen eye for detail, and the ability to work with large datasets to uncover trends, patterns, and insights. This position reports to the Director of Commercial Optimization. Role and Responsibilities * Data Collection and Preparation: Gather, clean, and organize large sets of data from various internal and external sources. Ensure data is accurate, complete, and ready for analysis. * Data Analysis and Reporting: Analyze complex datasets to identify trends, correlations, and insights. Generate regular and ad-hoc reports for various departments, ensuring clarity and actionable insights. * Data Visualization: Create clear, concise, and visually engaging dashboards and reports using data visualization tools (e.g., Tableau, Power BI) to make data insights easily accessible and understandable. * Data Interpretation: Provide recommendations and insights based on data findings to support business strategies and decision-making. Present data findings in a way that is understandable for both technical and non-technical stakeholders. * Collaboration with Teams: Work closely with business leaders, product teams, marketing, finance, and other departments to understand data needs and provide analytical support to optimize business processes. * Process Improvement: Identify opportunities for process improvements through data analysis and recommend strategies for increasing operational efficiency, reducing costs, and improving performance. * Data Integrity and Quality: Ensure the consistency, accuracy, and reliability of data through regular data validation and quality checks. * Continuous Learning: Stay up-to-date with the latest data analysis techniques, tools, and industry best practices. Continuously seek to improve your skill set and contribute to the development of best practices within the organization. Minimum Qualifications * Bachelor's degree in Mathematics, Statistics, Computer Science, Economics, or equivalent work experience. Experience with nCino or SalesForce is a plus * At least 3 years of experience in a data analysis role, with specific experience in commercial lending or financial services environments. * Proficient in SQL, Python, and data visualization tools like Tableau or Power BI. * Demonstrated experience in using statistical and data mining techniques to solve complex business problems. * Excellent communication and interpersonal skills, with the ability to explain complex concepts to non-technical audiences. Knowledge of loan origination systems (nCino or SalesForce preferred) * Detail-oriented, with a commitment to ensuring data accuracy and integrity. * Strong analytical thinking and critical problem-solving skills. * Ability to work independently and manage multiple tasks effectively. * A collaborative mindset, comfortable working with cross-functional teams. * A proactive, results-driven approach to work * Exceptional verbal and written communication skills * Proficient in Microsoft Office applications * Commercial banking or commercial loan operations experience is a plus

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned. This Retirement Plan Advisor will work with participants in the San Francisco Bay Area and must reside and be able to travel within this territory. This is not a fully remote position. 50% of the time will be in person with clients in the San Francisco Bay Area. What you will do Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner Manage meeting schedule, including travel booking Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance Achieve plan level and individual goals to help achieve service level agreements and business results Participate in client meetings, sales finals, or other external meetings as needed Work collaboratively across internal service and management teams to improve effectiveness What you will bring Bachelor's degree or equivalent work experience in lieu of a degree 3 - 5 years relevant financial services experience Strong presentation skills required Proficiency in MS Word, Excel, PowerPoint, and Teams required Strategic thinker who can work independently required Strong relationship building and territory management skills required FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred FINRA fingerprinting required upon hire What will set you apart Working knowledge of Salesforce preferred Working knowledge of building blocks for successful retirement planning preferred Basic understanding of defined contribution plans preferred Practical experience providing high-level, consultative client interactions preferred #LI-BSG #PJRPA ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $84,900.00 - $119,925.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 12-22-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Must reside within territory

Title: Operations Supervisor Hiring salary range: $28.53 - $37.07 per hour Fremont Bank founded in 1964, is one of the oldest independently owned banks in the Bay Area and is one of the top-rated mid-tier banks in the nation. Voted a Top Workplace for 2024 and for the past fifteen consecutive years, Fremont Bank has an immediate opening for an Operations Supervisor in Fremont, CA. Position Overview The Operations Supervisor is responsible for assisting the Branch Management Team with overseeing all aspects and functions of the teller line, to include training associates in customer service, banking procedures and provides direction and guidance to the Teller Staff. The Operations Supervisor will assist in completing reports, certifications and audits and is responsible for accurately and efficiently processing and recording routine and complex transactions for Bank customers. This position is responsible for recognizing and pursuing cross-sales referral opportunities and must be willing to perform telemarketing calls and conduct outside sales when needed. The Operations Supervisor must have knowledge of sales, customer service and cash handling. This position must adhere to internal controls, policies and procedures and follow safety and security procedures. The Operations Supervisor will be responsible for opening new accounts when needed. The Associate must be a self-starter and efficient in time management. The Operations supervisor must dress in professional attire and must be flexible in scheduling and available/willing to work weekends. Role and Responsibilities * Perform all teller transactions. * Ensure client satisfaction by practicing, following, and implementing Fremont Bank service standards. * Explain bank policies and procedures. * Explain, promote, sell and or refer Fremont Bank products and services to current and prospective clients. * Meet assigned sales and referral objectives. * Conduct telemarketing and follow-up sales duties when assigned by management. * Understand and be able to accurately communicate deposit products. * Follow bank policies and procedures. * Reconcile cash and all other transactions each day. * Responsible for compliance with applicable Federal Banking Regulations. * Accountable for performing all operational duties with accuracy, attention to detail and proper cash handing habits. * Stay informed of job-related issues, bank promotions, changes in products, services, policies, or procedures; actively participate in bank related training classes. * Accountable for staying current on business-related activities in other areas of the Bank. * Maintain a flexible schedule, including working weekends. * Perform other duties and projects as assigned. * Assist Branch Management Team with direct oversight of the tellers and their processes; provide training, guidance, and transaction approvals within assigned limits. * Assist clients with problems or issues, escalating to the next level within branch when needed. * Assists Branch Manager and Operations Managers with other duties and assignments as requested. * Keep up to date on all applicable regulatory topics. * Maintain a neat and organized work area, following GLBA and privacy regulations. * Review and Quality Control of various operations reports, certifications, and New Accounts processes. * Ability to open and close a Branch with knowledge of all related processes and procedures required. * Lead and supervise in the absence of the Operations Manager and/or Branch Manager. * Other duties as assigned. Minimum Qualifications * 3 years of banking experience or equivalent preferred. * Successfully pass the Regulation CC Exam, Operational Knowledge Exam and obtain Signing Authority. * Previous cash handling experience. * Sales and customer service experience in a customer-faced environment. * Willingness to perform telemarketing duties as assigned. * Excellent verbal and written communication skills. * A professional appearance is required. * Experience working in a Windows-based computer environment, working knowledge of Microsoft Office. * Excellent customer service and follow-up skills. * Ability multi-task and utilize various computer applications at the same time to verify customer information. * High School Diploma or GED required. * College degree preferred.

Job Description Who Are We?With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a (Job Title) for our (Location) Branch in San Francisco.The PositionThe Business Development Representative (BDR) plays a key role in supporting the growth of the credit union by identifying, developing, and maintaining relationships with prospective and current members, select employer groups (SEGs), and community organizations to grow membership and enhance the Credit Union's brand presence. This role involves outreach, event coordination, strategic partnerships, and the promotion of financial products and services to meet business growth goals.Key Responsibilities and Functions: Develop and maintain relationships with SEGs, community groups, and local businesses. Conduct regular onsite visits, financial wellness seminars, and promotional events to attract new members and deepen existing relationships. Identify opportunities for growth in new and existing markets. Collaborate with the marketing team to develop targeted campaigns and materials. Represent the credit union at community events, trade shows, chamber meetings, and financial education sessions. Promote and cross-sell credit union products and services (e.g., checking accounts, loans, credit cards) to meet business development goals. Monitor membership growth and SEG penetration, preparing regular reports for leadership. Coordinate with branch managers, loan officers, and marketing personnel to ensure alignment of outreach efforts and product promotions. Maintain accurate attendee feedback records from business development activities, including member interactions and proposal outcomes. Who Are You?Knowledge, Skills and Abilities · Requires a minimum of 1 year of experience in a financial institution.· Requires a thorough knowledge of credit union products and services. · Ability to work collaboratively with a diverse range of partners and adaptation to change during events. · Familiarity with CRM software (e.g., Salesforce, HubSpot) is a plus. · Detail-orientated, organized, self-driven with the ambition to have results with the ability to prioritize, analyze, and execute autonomously. · Proficient in Microsoft Office Suite including, (Word, Excel, PowerPoint) · Complies with appropriate legal, regulatory, internal control and quality standard requirements of the Credit Union including the Bank Secrecy Act.· Ability to work in a fast-paced, deadline-driven environment.· An inner passion for self-growth, while growing with the community of San Francisco. · Critical thinking and strong problem-solving skills Why Join Us?The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement.SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law.Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1: Position Summary Supports all clerical functions (typing, filing, faxing, copying, mass mailings, phone and mail) to ensure that daily Benefit Trust Services Department Operations needs are achieved in a timely and accurate manner. Section 2: Job Functions, Essential Duties and Responsibilities Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Assist with other tasks and projects as assigned Learn functions of all aspects of Support Staff Team to fully support the team and to help maintain excellent customer service Provide clerical assistance necessary to ensure the office meets all service standards including filing, copying, mailings necessary reporting, assisting with opening mail, etc. (Including handling COBRA and HIPAA protected information.) Assist administrator with data entry such as contribution and enrollment processes as needed. Prepare and make all deposits via the necessary process (electronic, paper, etc.) for each Trust. Utilize Benefit Trust Services department Electronic and Paper filing procedures when completing any clerical task including scanning of necessary reports and documents. Provide back up to office receptionist (office duties) as needed. Deliver daily outgoing mail to mailbox. Pick-up incoming mail daily from mailbox. Provide clerical back up support for Benefit Trust Services team members Assist in mass mail projects Miscellaneous errands (post office, bank, etc.) Meet all quality, productivity, and turnaround goals Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Learn functions of Benefit Trust Services administration Obtain a basic knowledge of prevailing wage fringe benefit guidelines, COBRA and HIPPA rules and regulations Effective oral and written communication skills Organization and prioritization skills Software Skills: MS Office (Word, Excel, Outlook), TMS, VHCS, COBRA Solutions Etc. Online portals for Insurance Carriers Bank Deposit Machines (WF CEO, CB&T, Union Bank etc) Detail orientation Ability to work independently Effective Interpersonal skills Demonstrates initiative Good judgment 1 - 2 years office experience We are proud to be an Equal Opportunity Employer The national average salary range for this role is $20-$22 per hour in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits . Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Who Are We?With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1. 3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Senior Loan Processor for our Golden Gate Branch in San Francisco. The PositionThe Senior Real Estate Loan Processor is responsible for delivering an exceptional member experience while processing conventional and non-conventional mortgage loans and lines of credit. This includes all major functions during the loan process including file preparation for underwriting submission, document preparation, tracking and scanning. The position requires data input into the loan origination system from loan origination through final loan approval. The Senior Real Estate Loan Processor communicates on loan status to members, vendors, and any parties involved with the transaction. The Senior Real Estate Loan Processor must be registered and NMLS compliant. Essential Functions and Responsibilities · Prepares the data and supporting documents to support an underwriter's loan decision on real estate files on the Loan Origination System from application through final loan approval. · Ensures timely ordering and accuracy of all loan documents and data input from such data sources as credit reports, flood certificates, preliminary title reports, homeowners' insurance, income documentation, and appraisal reports. · Seeks out outstanding conditions and sets proper expectations for those conditions to ensure timely loan closing. · Identifies and escalates potential problems or delays to underwriters and/or managers. · Communicates clearly and concisely with loan originators, underwriters, and closers. · Performs other duties as assigned Who Are You?Requirements, Skills, and Abilities· Requires an associate's degree (AA) with a minimum of four (4) years' mortgage lending experience and customer service. · Current knowledge of Federal and State laws and regulations to ensure compliance with FHLMC, FNMA, correspondent lenders, and regulators. · Strong verbal and written communication skills with demonstrated ability to communicate professionally. · In depth knowledge of lending compliance, credit risk analysis, and pricing. · Ability to work on own, and in a team environment. · ICE/Encompass knowledge preferred. · Demonstrated analytical and critical thinking skills with the ability to complete multiple competing tasks at the same time, while meeting established expectations. · Strong computer skills, including Windows, Word, Excel, Outlook, Microsoft Office Suite. · Must possess strong problem-solving skills and ability to identify and resolve problems and issues and also identify opportunities that can enable members to secure their financial vision. Why You'll Love It HereYou'll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions. No two days will be the same-and that's exactly how you like it. The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement. SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Job Description Who Are We?With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Senior Director, Stategic Initiatives for our Golden Gate Branch in San Francisco.The PositionThe Senior Director of Strategic Initiatives is a pivotal leadership role responsible for advancing the Credit Union's strategic priorities, driving enterprise-wide projects, and ensuring measurable impact across the organization. This role serves as a trusted advisor to the CEO and senior leadership, translating vision into actionable initiatives that improve member experiences, enhance operational efficiency, and strengthen community engagement. The Director champions cross-functional collaboration provides analytical insights to inform decision-making, and ensures that the Credit Union remains agile and forward-looking in a rapidly evolving financial services landscape.Strategic Planning & Execution Partner with the CEO, Chief of Staff, SVP Head of Community Affairs and Government Affairs, executive leadership, and department heads to define, prioritize, and implement high-impact strategic initiatives. Develop and maintain frameworks, dashboards, and key performance indicators (KPIs) to track progress and demonstrate measurable outcomes. Ensure alignment of all strategic initiatives with the Credit Union's mission, vision, and long-term goals, integrating them into operational plans and annual budgets. Identify opportunities to optimize processes, improve efficiencies, and mitigate risks associated with strategic initiatives. Program & Project Leadership Lead enterprise-level initiatives from conception through execution, ensuring clear goals, scope, timelines, and accountability across cross-functional teams. Implement project management best practices, including risk management, issue resolution, and resource allocation, to ensure timely delivery. Act as a bridge between departments, promoting collaboration and alignment on strategic priorities. Monitor and evaluate initiative performance, adjusting strategies as needed to achieve desired outcomes. Research, Analysis & Innovation Conduct comprehensive market research, competitor benchmarking, and member insights analysis to inform strategic decisions. Monitor trends in financial services, regulatory changes, technology adoption, and emerging business opportunities to recommend innovative solutions. Translate data and analytics into actionable recommendations that drive growth, enhance member experiences, and maintain competitive advantage. Stakeholder Engagement & Communication Cultivate strong relationships with internal teams, executive leadership, and external partners to advance strategic objectives. Prepare executive-level presentations, reports, and updates for the Board of Directors, senior leadership, and other stakeholders. Serve as a change champion, fostering organizational adoption of new processes, tools, and strategic initiatives. Leadership & Organizational Development Mentor, coach, and guide project teams to build capability, foster innovation, and promote accountability. Identify gaps in organizational capacity and develop training, tools, and processes to strengthen strategic execution. Promote a culture of collaboration, innovation, and results-driven performance across the Credit Union. Who Are You? Bachelor's degree in Business Administration, Finance, Strategy, or related field; Master's degree preferred. 7+ years of progressive experience in strategic planning, enterprise project management, business development, or consulting. Experience in the financial services or credit union industry strongly preferred. Demonstrated success leading enterprise-wide projects and cross-functional teams. Exceptional analytical, problem-solving, and strategic thinking skills. Excellent written and verbal communication skills, including experience presenting to executives and boards. Ability to manage multiple priorities in a fast-paced, dynamic environment. Proficiency in project management methodologies and tools (e.g., Agile, Lean, MS Project, or similar). Core Competencies: Strategic & Innovative Thinking Business & Financial Acumen Collaboration & Influence Project & Change Management Member-Centric Focus Results Orientation Why You'll Love It HereYou'll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions. No two days will be the same-and that's exactly how you like it.The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement.SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law.Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

About Us American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments. Privately controlled and independent, we focus solely on investment management. But there's an unexpected side to us, too. We direct over 40% of our profits every year-more than $2 billion since 2000-to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute's breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer's. So, the better we do for our clients, the more we can do for everyone. All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you're excited to learn more about us, we can't wait to learn more about you. Role Summary The Intermediary Sales desk partners to drive sales within the following sales teams: National Accounts, Financial Advisor, Broker/Dealer and Defined Contribution/Investment Only. The financial advisor internal wholesaler is focused on building relationships with wire house and independent advisors. The primary responsibility of the Internal Wholesaler -Financial Advisor is to partner with external wholesaler(s) in a geographical sales territory to generate sales for American Century Investments. This individual is responsible for partnering with their external wholesaler(s) to develop new relationships with financial advisors and manage existing relationships to increase sales of American Century Investments' products. This is accomplished by providing financial insight, product information and value-added sales tools using a consultative sales process. This role provides wholesaling support, primarily by phone, and responds to client requests as needed. Limited travel to the territory is expected. This may involve specific territory management of remote areas and/or responsibilities in support of the department's sales efforts. This hybrid position will be based out of our Los Angeles, CA office. This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without visa sponsorship, now or in the future. How You Will Make an Impact Drive Revenue Growth: By proactively reaching out via email and outbound calls to complement external sales efforts and generate new opportunities. Consultative Sales Approach: Use a consultative client first approach, delivering solutions, not products, to meet needs and get results. Entrepreneurial Mindset: Have a self-starter business-owner mentality to showcase and differentiate our products, to grow our client base and enhance our wallet share. Client Engagement: Establish and build strong relationships with financial advisors and licensed professionals through tailored content to communicate effectively, utilizing leadership pieces, practice management resources, and market insights to strengthen client connections. Portfolio Consulting: Utilize analytical tools to recommend products and strategies that optimize client portfolios. Data-Driven Prospecting: Leverage data to identify and prioritize prospects, monitor progress toward sales objectives, and refine outreach efforts. Territory Management: Execute daily activities guided by firm ranking systems and service models to address complex territory needs effectively. Operational Excellence: Ensure a superior client experience through research, administrative support, and accurate documentation of all interactions in the CRM system. Continuous Development: Participate in a robust training program focused on business strategy, consulting, leadership, investment communication, technical skills, and product knowledge. Travel: Attend client meetings, events, and industry conferences within the assigned territory as needed. What You Bring to the Team (Required) Bachelor's degree in a related field or an equivalent combination of education and work experience. Two to three years financial industry experience preferred. Sales experience preferred. Demonstrated knowledge of the financial intermediary marketplace. Knowledge of American Century procedural and operational policies preferred. Completion of Series 7 and 63 required within 3 months of employment date. Demonstrated interpersonal, investment analysis, written and verbal communication skills required. Working knowledge of Microsoft Office, Morningstar, Morningstar Direct, Outlook and Salesforce CRM software preferred. Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven. The above statements are not intended to be a complete list of all responsibilities, duties, and skills required. What We Offer Competitive compensation package with bonus plan Generous PTO and competitive benefits 401k with 5% company match plus annual performance-based discretionary contribution Tuition reimbursement, formal mentorship program, live and online learning Learn more about our benefits and perks. For New York and California based candidates, the salary range for this role is $60,000.00 - $70,000.00. Actual offers are based on various factors including but not limited to a candidate's location, skills, experience, and relevant education and/or training. This position is eligible for cash incentive providing the potential to earn more. Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role. American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions. We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to HR-Talent_*******************************. All requests for accommodation will be addressed as confidentially as practicable. American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases. #LI-Hybrid American Century Proprietary Holdings, Inc. All rights reserved.

Our Firm American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments. Privately controlled and independent, we focus solely on investment management. But there's an unexpected side to us, too. We direct over 40% of our profits every year-more than $2 billion since 2000-to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute's breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer's. So, the better we do for our clients, the more we can do for everyone. All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you're excited to learn more about us, we can't wait to learn more about you. For more information, please visit americancentury.com. Are you seeking an opportunity to gain outstanding experience with a reputable firm in LA? As an intern on the Avantis team you will be brought on to our team to learn about American Century Investments, Avantis and the financial services industry through an initial formal training program and continual training and coaching throughout the program. Interns will then apply that knowledge to meaningful opportunities and projects. In this internship, you will... * Work with the Avantis portfolio management and marketing teams analyzing ways to present our data to clients/prospects in a compelling way. Here are some attributes that we are looking for in our next intern: * Model the American Century Investments Winning Behaviors - Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitive Drive * Passion for gaining experience within the finance industry and an aim to learn. * Oral and written communication skills, including group presentation and training skills, to work in groups, to develop code and queries, including python, VBA, SQL, etc., full knowledge of the office suite of tools. Here's Why You Should Choose ACI: * Our interns receive competitive pay! As well as 401k eligibility for contributions * We offer a Mentor Program: a designated mentor will be assigned to you during your time with us to provide career coaching and mentorship * Access to Business Resource Groups that you can ally and participate with (Accelerate, Charlie Mike, Enable, Emerging Professionals, Pride, Mosaic) * Casual dress code - you can be comfortable and express your unique self * A robust social and philanthropic calendar of events hosted just for interns! Internship Structure: * 10 Week Program * 40 hours a week, between 8am-5pm * Location: Los Angeles, CA For New York and California based candidates, the salary range for this role is $30/hour. Actual offers are based on various factors including but not limited to a candidate's location, skills, experience, and relevant education and/or training. This position is eligible for cash incentive providing the potential to earn more. Additional Requirements: Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role. American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions. American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases. American Century Proprietary Holdings, Inc. All rights reserved.

Job Title: Exception Item Processor Hiring Salary Range: $23.10 to $30.55 per hour Fremont Bank - one of the Bay Area's most respected and long-standing financial institutions - is seeking a strategic, hands-on professional to join and help advance our Account Services team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we'd love to connect. Why Fremont Bank? Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships - with our clients, our associates, and our communities. We offer: * A people-first culture grounded in inclusion and excellence * Deep community involvement and local reinvestment * A mission-driven workplace where values and performance go hand in hand The Fremont Bank Way * Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service * No-Compromise Approach - we help clients get to "yes" * Core Values: o Go above and beyond for clients o Foster a supportive and empowering environment for associates o Deeply invest in the well-being of our local community Position Overview The position of Exception Item Processor is established to perform daily duties related to Retail Banking Exception Items and Account Services related transactions. The Exception Item Processor is responsible for reviewing and handling in-clearings, Collection Items, Fed Files, Chargebacks, in-clearing Fraud Check Verification, Verification of Deposits, Foreign Currency Orders, Fee Refunds and other duties as assigned. Role and Responsibilities * Process exception reports, including NSF and Non-Post, making decisions based on known criteria to pay or return items * Receive and verify in-clearings work from FED, verifying file totals match to process totals * Research and resolve account discrepancies, responding to branch and staff inquiries via telephone or email * Research, process and balance RDI's, making decisions to charge back or re-clear items. * Notify the Bank of first deposit of large dollar items being returned and handle incoming notifications utilizing the Notification software * Knowledge of regulations and policies to comply with specific processing guidelines * Safe Deposit Box transaction maintenance and emails * Process Block Entry transactions * Produce daily and monthly reports and ensure GL accounts are balanced * A team player who works well with others to accomplish department goals * Exceptional organization skills and attention to detail * Ability to work independently or as part of a team, problem-solve and utilize resources * Serves as a back-up for other various desks in Account Services Minimum Qualifications * 2-3 years of banking experience or equivalent * Knowledge of Accounting and/or Bookkeeping procedures * Proficiency in Microsoft Word, Excel and Outlook * Strong organizational and communication skills and the ability to set priorities; multi-tasker * Knowledge of Bank Software programs including Director and Navigator * Possesses good verbal, handwritten and e-mail communication skills * High School Diploma What Makes Fremont Bank Associates Thrive? * Team Players who go above and beyond to support their colleagues * Action-Oriented professionals who challenge the status quo and seek improvement * Purpose-Driven individuals who understand and champion the bank's community impact Benefits Snapshot Health & Wellness * Medical, dental, and vision insurance * Flexible Spending Accounts (FSA, Dependent Care, Health Savings) Financial & Retirement * Employee Stock Ownership Plan (ESOP) * 401(k) with employer match * Performance-based bonuses or incentives Work-Life & Perks * Paid holidays, vacation, sick time, and parental leave * Free personal checking and savings accounts * Home loan rate discounts * Tuition reimbursement and professional development resources * On-site gym and discounted health club memberships * Employee Assistance Program (EAP) Equal Opportunity Employer Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification. Salary Range The hiring salary range for this position is $23.10 to $30.55 per hour, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy. Employee Stock Ownership Plan (ESOP) The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank. Note to Search Firms: Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.

Job Title: Sr. Fraud Investigative Analyst Hiring Salary Range: $78,000.00 to $99,500.00 annually Fremont Bank - one of the Bay Area's most respected and long-standing financial institutions - is seeking a strategic, hands-on professional to join and help advance our EFT Services team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we'd love to connect. Why Fremont Bank? Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships - with our clients, our associates, and our communities. We offer: * A people-first culture grounded in inclusion and excellence * Deep community involvement and local reinvestment * A mission-driven workplace where values and performance go hand in hand The Fremont Bank Way * Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service * No-Compromise Approach - we help clients get to "yes" * Core Values: o Go above and beyond for clients o Foster a supportive and empowering environment for associates o Deeply invest in the well-being of our local community Position Overview The Sr. Fraud Investigative Analyst conducts meticulous investigation of various potentially fraudulent transactions and develops rules to assist with early fraud detection and prevention. The Sr. Fraud Investigative Analyst is responsible for evaluating the circumstances of suspected or confirmed fraud cases and handling them according to established procedures. Develops procedures to enhance fraud detection efforts; assists in calibration of fraud detection software and training of other investigative analysts. Role and Responsibilities * Conduct ongoing analysis of existing fraud alerts related to deposit accounts. (Wires, ACH, Checks, Online Account Takeovers, New Accounts and claims: Reg E and Check, etc.) * Works with Vendor and recommends enhancements to improve fraud detection and reduce false positives * Analyzes and makes recommendations to implement new alerts * Contact clients via phone and/or email to validate transaction activity * Performs transactional and activity-based fraud analysis utilizing various tools and reports to identify potential fraudulent activities on deposit accounts * Draft assessment summaries and other written investigative/intelligence products to support decisions and recommendations * Assist business partners in identifying control deficiencies that resulted in a loss or exposure identified during an investigation * Develop procedures and provide training for new team members * Escalate cases for further investigation and potential recovery to Security * Reviews high risk transactions for potentially fraudulent activity * Manage Reg E Dispute Intake and maintain accurate records in Centrix Dispute Tracking System. * Execute chargeback process and ensure adherence to charge rights * Apply Reg E rules and issue Provisional Credit when appropriate * Prepare and send communication letters to clients regarding disputes * Submit transaction block rules and merchant block rules to prevent fraudulent activity * Analyze fraud patterns using Patterns * Complete other duties as assigned. Required Skills * Working knowledge of research methodology of fraud and financial crime activities * Knowledge of fraud detection, prevention, authentication strategies and techniques * Detailed oriented and the ability to work independently * Strong interpersonal, analytical and problem-solving skills * Experience working in a fast-paced production-based environment and managing an assigned work queue * Ability to effectively communicate with clients to resolve risk and fraud issues * Solid knowledge of state and federal bank compliance procedures and card brand operating guidelines as they relate to fraud investigation and analyses * Ability to interpret complex documents such as federal regulations and operating guidelines * Ability to write procedure updates or implement new procedures * Proficient with Microsoft Word, Excel, PowerPoint, Outlook and Internet Explorer * Excellent communicator with strong written and verbal communication skills * Willingness to be flexible Preferred Skills * Knowledge of Verafin, Fiserv banking software, MasterCard connect and DTS * Knowledge of the Check clearing and adjustment rules * Knowledge of NACHA Rules and Regulations * Knowledge of Wire related regulations and guidelines * Knowledge of MasterCard rules and regulations Qualifications and Education Requirements * 4 years of risk management/fraud experience in financial industry or * 4-year degree and 3 years of related banking experience What Makes Fremont Bank Associates Thrive? * Team Players who go above and beyond to support their colleagues * Action-Oriented professionals who challenge the status quo and seek improvement * Purpose-Driven individuals who understand and champion the bank's community impact Benefits Snapshot Health & Wellness * Medical, dental, and vision insurance * Flexible Spending Accounts (FSA, Dependent Care, Health Savings) Financial & Retirement * Employee Stock Ownership Plan (ESOP) * 401(k) with employer match * Performance-based bonuses or incentives Work-Life & Perks * Paid holidays, vacation, sick time, and parental leave * Free personal checking and savings accounts * Home loan rate discounts * Tuition reimbursement and professional development resources * On-site gym and discounted health club memberships * Employee Assistance Program (EAP) Equal Opportunity Employer Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification. Salary Range The hiring salary range for this position is $78,000.00 to $99,500.00 annually, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy. Employee Stock Ownership Plan (ESOP) The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank. Note to Search Firms: Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.

WHO WE ARE: Empower Brands was founded in 2022 as a product of the integration of Lynx Franchising and Outdoor Living Brands. Empower encompasses ten industry-leading brands across commercial and residential services: JAN-PRO, FRSTeam, Archadeck Outdoor Living, Outdoor Lighting Perspectives (OLP), Conserva Irrigation, Koala Insulation, Wallaby Windows, Superior Fence and Rail, Bumble Roofing and Canopy Lawn Care. Empower is dedicated to providing its customers with the highest quality products and services in the commercial and home services industry while simultaneously delivering its franchise owners committed personal support, tools and empowerment to pursue their own success. Empower Brands is a portfolio company of MidOcean Partners, a leading private equity firm with an excellent track record investing in successful, growth-focused franchise businesses. For more about Empower Brands, visit the company's new website at EmpowerFranchising.com. The Project Manager will be responsible for visual inspection of all contents projects and working with parties to secure the job. The Project Manager will be the primary point of contact for assigned clients as well as overseeing projects of Project Coordinators. The position will be responsible for ensuring projects deadlines are met, coordinating the logistics of field staff and handling service concerns of assigned clients and those escalated from project coordinators. Essential Duties and Responsibilities: Meet with the customer and define the scope to include size, specifics (number of rooms, appliances), estimated schedule and needed subcontractors (piano, large items, etc.). Interface with the customer and adjuster and secure the job by executing contract with customer. Visually inspect new jobs and document the contents with photos and video. Take digital photos and upload, appropriately described and labeled, in real time; obtain missing required data from homeowner and insurance/mortgage information not obtained on initial call. Serve as point of contact for all parties involved to include adjuster, customer, production team, field team and sales. Develop first draft of estimate for each claim assigned, including required sketch and scope of work within 12 hours. Estimate to include: Emergency services On-site contents and structure cleaning (Xactimate estimate already prepared by DR Estimator) Phase I - Inventory and Pack Out (Including labor, packing materials, storage, and truck rental) Pack Out on site (Including labor and packing materials) Loss Inventory (Including disposal fees) Phase II - Contents Restoration (Pricing furniture and box cleaning) Move to temporary residence or partial move back. On-going storage Post Construction Cleaning Phase III - Pack Back (Including labor, packing materials, and truck rental) Contact and coordinate with appropriate subcontractors to ensure the project gets completed to the FRSTeam quality and financial standard. Collect the established deductible or deposit amount at the time of the first visit. Responsible for communicating with the Production Manager to arrange an Emergency order if needed. Responsible for meeting the Field Manager and/or service crew at the job site to introduce them to the Customer and ensuring that Customer knows how to contact the office from this point on. Monitor and update jobs daily, ensuring efficient flow through the claims process requirements and production times and accurate documentation of progress/issues Manage customer service issues and complaints, documenting actions and resolution Audit final documents for accuracy and profitability. Provide constant communication with the customer, and adjuster, to update the progress of the job. Maintain an on-going establishment of working relationships with adjusters and agents that you meet while performing job responsibilities. Enter those contacts into Chronicle on a regular basis. Oversee projects assigned to Project Coordinators. Other duties as assigned. Minimum Qualifications (Knowledge, Skills, And Abilities): Minimum education High School graduate or equivalent Five (5) years experienced in restoration or related experience; Experience with writing estimates in Xactimate strongly preferred; Outstanding written and verbal communication skills and a consistently courteous and professional tone of voice at all times. Ability to remain calm and professional during tense or stressful situations; Excellent organizational skills and strong attention to detail; Self-motivated and goal oriented; Ability to multitask; Capability to work in a fast-paced, team oriented office environment; Proficient in Microsoft Office, specifically Excel, Word and PowerPoint. Ability to successfully complete a background check and MVR, subject to applicable laws; Clean driving record PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate. Note: This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship. Empower Brands is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Empower Brands makes hiring decisions based solely on qualifications, merit, and business needs at the time.

Title: Senior Teller Hiring salary range: $21.88 - $27.26 per hour Fremont Bank - one of the Bay Area's most respected and long-standing financial institutions - is seeking a strategic, hands-on professional to join and help advance our Retail Banking team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we'd love to connect. Why Fremont Bank? Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships - with our clients, our associates, and our communities. We offer: * A people-first culture grounded in inclusion and excellence * Deep community involvement and local reinvestment * A mission-driven workplace where values and performance go hand in hand The Fremont Bank Way * Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service * No-Compromise Approach - we help clients get to "yes" * Core Values: o Go above and beyond for clients o Foster a supportive and empowering environment for associates o Deeply invest in the well-being of our local community Position Overview This is a 30 hour per week position. Under the direction of branch management, the Senior Teller will perform a variety of duties related to all phases of cash handling, customer service, product knowledge, sales and telemarketing. The Senior Teller will ensure client satisfaction by practicing, following, and implementing Fremont Bank's customer service standards. Role and Responsibilities * Sell and/or refer Fremont Bank products and services to current and prospective clients * Ensure client satisfaction by practicing, following, and implementing Fremont Bank service standards * Explain bank policies and procedures * Explain, promote, sell and or refer Fremont Bank products and services to current and prospective clients * Meet assigned monthly sales and referral goals * Conduct telemarketing and follow-up sales duties when assigned by management * Understand and be able to accurately communicate deposit products * Follow bank policies and procedures as directed by management * Reconcile cash and all other transactions each day * Responsible for compliance with applicable Federal Regulations * Accountable for performing all operational duties with accuracy, attention to detail and proper cash handing habits * Stay informed of job related issues, bank promotions, changes in products, services, policies or procedures; actively participate in industry related seminars and training classes * Accountable for staying current on business-related activities in other areas of the Bank * Maintain a flexible schedule * Perform other duties and projects as assigned Minimum Qualifications * Minimum of 1 year of banking experience * Previous cash handling experience * Sales and customer service experience in a customer facing environment * Willingness to performing telemarketing duties as assigned * Excellent verbal and written communication skills * A professional appearance is required * Experience working in a Windows-based computer environment, working knowledge of Microsoft Office * High School Diploma or GED required * Some college is preferred What Makes Fremont Bank Associates Thrive? * Team Players who go above and beyond to support their colleagues * Action-Oriented professionals who challenge the status quo and seek improvement * Purpose-Driven individuals who understand and champion the bank's community impact Benefits Snapshot Health & Wellness * Medical, dental, and vision insurance * Flexible Spending Accounts (FSA, Dependent Care, Health Savings) Financial & Retirement * Employee Stock Ownership Plan (ESOP) * 401(k) with employer match * Performance-based bonuses or incentives Work-Life & Perks * Paid holidays, vacation, sick time, and parental leave * Free personal checking and savings accounts * Home loan rate discounts * Tuition reimbursement and professional development resources * On-site gym and discounted health club memberships * Employee Assistance Program (EAP) Equal Opportunity Employer Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification. Salary Range The hiring salary range for this position is $21.88 - $27.26 per hour, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy. Employee Stock Ownership Plan (ESOP) The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank. Note to Search Firms: Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.

Job Description Who Are We?With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a (Job Title) for our (Location) Branch in San Francisco.The PositionA Financial Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch members and prospective member base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail member base designed to meet the individualized needs of each member. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned Branches. This is a commission-based position.TASKS, DUTIES, FUNCTIONS:• Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate.• Providing comprehensive, needs- based financial solutions to clients by offering a range of investment/insurance solutions• Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives.• Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements• Delivering a high-quality service experience during each interaction• Building strong relationships with retail branch staff, supporting and motivating their referral efforts. Developing a complete understanding of the core institution's products to support cross-selling opportunities and to generate referrals back to the institution where appropriate• Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services.• Ensures that processes are completed in accordance with established policies and procedures and related state, federal and legal requirements PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK:Effective oral and written communication skills required to interact with credit union staff, management, and all member channels. 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:1. INTERNAL: All levels of staff and management.2. EXTERNAL: Members, external partners as well as professional and community organizations and others, as needed.Who Are You? QUALIFICATIONS: High school diploma or equivalent (Bachelor's Degree Preferred) Minimum of three (3) years investment sales experience (preferably in a financial institution) Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer Demonstrated ability to sell products and services to investment clients, evidence of strong sales results Broad knowledge of characteristics and needs of clients and partners within the financial institution- based investment market space Excellent knowledge of investment/insurance products and financial planning LICENSES/CERTIFICATIONS: Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration, Active Series 65 or 66 Registration with state insurance must be acquired within the first six months of hire ***REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, San Francisco Federal Credit Union. Why Join Us?The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement.SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law.Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Where it all began… In 1951 SF Fire Credit Union first opened its doors from a modest 10′ × 15′ office space in 17 Engine. It was from those humble beginnings-where everyone pitched in to help one another in their community-that the organization forged its way of business forever. Today, the San Francisco-based credit union has grown to $1.7B in assets and a membership that extends from the regional firefighters we trace our roots back to throughout our many neighbors in San Francisco, San Mateo and Marin Counties. Our members benefit from the ideas and principles that have shaped us: Shared trust, continuous innovation of products and services, competitive rates, and excellent member service. These qualities foster a true sense of member-ownership and strengthen the credit union's bond with the people for whom this credit union was created. What we stand for… There are a few things we look for those we hire at SF Fire Credit Union, regardless of role or team. First, do they align with our values? Be Personal - Walk the Member/Employee Path Be a Leader - Empower, Collaborate, Own Be Outside the Box - Innovate, Educate, Engage Be Real - Integrity and Transparency Matter Be the Connection - Serve our Community Second, will they thrive in a culture like ours, where we default to trust, embrace feedback, and desire to innovate? Finally, do they share our vision to help empower members to accomplish their dreams and build lasting financial security in whatever way is most relevant to their role? What it feels like… Most days it feels more like going to work with a big family. Whether it's a potluck lunch, baking birthday cakes for colleagues in the kitchen, or after-hours get together, we're here to do a great job and have a good time while doing it! We value a good sense of humor, are motivated by a higher purpose, and always bring an “in-this-together” attitude. While we're driven to do great work, we also value real work/life balance. Is This the Career for You? Within Treasury and broader Finance organization, the Director, ALM is responsible for analyzing, modeling, and reporting related to interest rate risk and the overall asset liability management function for the institution. The person will also assist in managing the investment portfolio. Furthermore, this role interacts with all the various business lines to understand and forecast revenues. What You Get To Do: Model and evaluate scenarios to guide earnings, capital, liquidity, and interest rate risk strategies Develop strategies that optimize the balance sheet to meet the credit union's long-term objectives Evaluate the accuracy of model output, analyze results, and develop informative, accurate, and insightful reporting for various management committees and the Board of Directors Own, manage, and continuously improve the ALM model by refining assumptions and designing large customer behavior data studies to inform model development Participates in management of liquidity risk, interest rate risk, investments, and funding of the balance sheet Support capital market activities. Assists with regulatory compliance, which includes capital and liquidity stress testing, responsible for developing and monitoring capital and liquidity metrics Plans and executes asset and liability management and related hedging strategies Interprets financial data relative to current financial developments/trends Assists in the management of the fixed income investment portfolio, including due diligence, analysis, documentation, safekeeping, and pledging Performs other duties and functions as needed, and interacts with various levels within the organization What We Look For In You 8+ years of progressive experience working in Asset Liability Management at a financial institution 5+ years of experience in quantitative modeling 5+ years of experience with programing languages 3+ years of experience working with QRM, Empyrean, or equivalent Bachelor's degree in quantitative field, MBA or CFA preferred Analytical mindset with a high degree of technical acumen Solid understanding of accounting, valuation analysis, and bank regulation Extensive knowledge and experience with financial instruments, balance sheet optimization, FTP, and liquidity modeling Subject matter expert (SME) in QRM, Empyrean, ZMdesk, or equivalent. Empyrean highly preferred. Strong knowledge of econometric modeling related to IRR, fixed income, prepayments, and deposits with preference for experience with SAS or R Highly proficient with SQL, VBA, or Python and relational databases Extensive experience building data visualization tools Self-starter with ability to work independently on multiple workstreams Strong project management skills Excellent verbal and written communication skills Required Competencies: Customer Focus - Is dedicated to meeting the expectations of internal and external customers Approachability - Is easy to approach and talk to; Spends extra effort to put others at ease Peer Relationships - Is seen as a team player and is cooperative Decision Quality - Makes good decisions based upon a mixture of analysis, experience and judgment Problem Solving - Uses rigorous logic to solve difficult problems with effective solutions Drive For Results - Steadfastly pushes self and others for results Interpersonal Savvy - Relates well to all kinds of people; builds constructive and effective relationships Integrity and Trust - Is widely trusted; is seen as a direct truthful individual Listening - Practices attentive and active listening; Has the patience to hear people out Action Oriented - Full of energy for things he/she sees as challenging, not fearful of acting Personal Learning - Seeks feedback; Displays a high level of curiosity and translates it into new approaches to problem solving Creativity - Challenges conventional practices in a constructive manner Note: This job description is non-contractual, or an exhaustive list and it may be added to or changed to from time to time Salary This compensation range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At SFFCU, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range for the San Francisco Market is an annual salary of $118,000 to $180,000. OUR BENEFITS We have a competitive compensation and benefits package, but the true reward of working for SF Fire Credit Union goes beyond what you'll see on a pay-stub. We genuinely care our employees and we strive to invest in their professional and personal growth. We're a relatively small organization at about 200 employees, so you can see the impact of your efforts and the value your contributions bring to our members and fellow employees. 401(k) and Employer Match Health, Vision, Dental and Life Insurance Annual Incentive/Bonus Program Tuition Reimbursement Program 11 Paid Holidays + Competitive PTO package Home & Consumer Loan Program (Discounted Rates) Professional development and training programs On-demand personal coaching resource Wellness Program (Discounted Gym Membership) “Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.”

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned. This Retirement Plan Advisor will work with participants in the San Francisco Bay Area and must reside and be able to travel within this territory. This is not a fully remote position. 50% of the time will be in person with clients in the San Francisco Bay Area. What you will do Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner Manage meeting schedule, including travel booking Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance Achieve plan level and individual goals to help achieve service level agreements and business results Participate in client meetings, sales finals, or other external meetings as needed Work collaboratively across internal service and management teams to improve effectiveness What you will bring Bachelor's degree or equivalent work experience in lieu of a degree 3 - 5 years relevant financial services experience Strong presentation skills required Proficiency in MS Word, Excel, PowerPoint, and Teams required Strategic thinker who can work independently required Strong relationship building and territory management skills required FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred FINRA fingerprinting required upon hire What will set you apart Working knowledge of Salesforce preferred Working knowledge of building blocks for successful retirement planning preferred Basic understanding of defined contribution plans preferred Practical experience providing high-level, consultative client interactions preferred #LI-BSG #PJRPA ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $84,900.00 - $119,925.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 12-22-2025 Want the latest money news and views shaping how we live, work and play? 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Who Are We?With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1. 3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Loan Processor Specialist for our Golden Gate Branch in San Francisco. The PositionThe Loan Processor plays a critical role in supporting the San Francisco Federal Credit Union's (SFFedCU) consumer lending operations through the accurate and timely processing of loan applications. This position is responsible for reviewing, verifying, and funding loans across multiple channels, while ensuring compliance with regulatory standards and internal controls. With a strong technical focus, the role involves working across digital lending platforms, managing loan queues, reconciling disbursements, and resolving complex processing issues. The Loan Processor also assists in the implementation of new home-lending solution products and supports merchant relationship workflows. By leveraging system tools and data analysis, the role identifies process inefficiencies and contributes to continuous improvement efforts. Additionally, the position supports cross-selling initiatives and helps deliver a seamless, high-quality member experience through multiple service channels. Essential Functions and Responsibilities• Review, verify, and process consumer loan applications across multiple channels, ensuring accuracy, compliance, and timely funding. • Monitor and manage digital lending workflows, queues, and servicing inboxes to maintain service level agreements (SLAs) and production timelines. • Utilizes professional communication in providing phone/email support (including escalations) for incoming calls and engagement in interviewing applicants for specific loan information. • Collaborate with team members to review loan requirements, resolve issues affecting approval, and ensure timely release of funded loans. • Maintain indirect lending SLA turnaround times and support high service levels with merchant partners and auto dealers. • Maintain strong relationships with Home Lending Solutions merchants and support the GoGreen Lending program. • Serve as a liaison between members and affiliated merchants to enhance service delivery and satisfaction. • Partner with members to assess financial conditions and offer creative, tailored lending solutions. • Actively participates in cross-selling financial products and effectively communicates the benefits and features of each cross-sold product with members. • Uphold compliance with internal policies, privacy procedures, and regulatory standards to protect member information. • Participate in continuous improvement efforts, business development activities, and special projects as assigned. • Partner with members to evaluate financial needs and offer tailored lending solutions; onboard new members and identify financial goals. • Take the initiative in identifying and implementing process improvements to enhance efficiency and service quality. • Ensure compliance with internal policies, privacy procedures, and member confidentiality standards. • Engage in business development through participation in CommunityShare events. • Participate in regular performance dialogues and commit to continuous self-improvement. • Perform other duties and special projects as assigned. Who Are You? • Requires a high school diploma or equivalent. • Minimum of two (2) years' experience in a fast-paced lending environment boarding and servicing various Consumer Loans. • Knowledge of MerdianLink, LoanStar, and Corelation platforms preferred, but not required. • Strong verbal and written communication skills with demonstrated ability to communicate professionally at all levels. • Excellent interpersonal skills; ability to engage authentically and professionally at all levels. • Self-motivated; able to work efficiently without sustained direct supervision. • Proven ability to manage time effectively and prioritize competing workload elements. • Proficiency in MS Office: Word, Excel, OneNote and Outlook. • Ability to provide prompt and professional service. • Must have strong organizational skills and ability to process and follow specific instructions and directives. • Must possess excellent decision-making skills, be proactive, and have the ability to work in an environment of flexible and changing work policies/procedures Why You'll Love It HereYou'll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions. No two days will be the same-and that's exactly how you like it. The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement. SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.