Are you looking for a career that is exciting, challenging, rewarding and allows you to make a difference in your community?
At St. Mary's, we are more than just a financial institution: we are also a trustworthy member of the community we serve. As a not-for-profit organization, our purpose is not to take money from our members - but to actually provide a safe and secure place for them to keep and invest their assets. After all, our members are also the owners of the credit union!
Looking for development opportunity and career progression? Our growing Member Solutions Center is the place to be! We are looking for motivated, problem solvers to join our contact center team. As an Online Services Advisor at St. Mary's Credit Union, you will use your critical thinking and problem-solving skills to their fullest to help our neighbors meet their financial goals.
Why you'll love St. Mary's .
Great Benefits - medical, dental, vision and more!
Weekly Pay
Employee Discounts
Active in our communities through multiple volunteer opportunities.
Opportunity to work from home 1 - 2 days per week
Why you'll love the Member Solutions Center
Team atmosphere - Everyone's working towards the same goal.
New learning opportunities every day.
Leadership that cares about you, not just the job you do.
Feel good about the work you do.
Fast paced environment - Your days will fly by.
Summary
Under the direction of the Online Services Supervisor, the Online Services Advisor is responsible for completing various activities such as enrollments, troubleshooting, research, and day-to-day support of all Digital Banking products including, but not limited to consumer or business online banking, mobile banking, online account opening, mobile deposit, online bill pay, Zelle, and ATM/Debit cards. Provides a full range of professional, technical, and general support to customers and SMCU personnel via phone, email, and chat in conformance with established Credit Union policies and procedures.
Essential Job Functions
Be a Digital Banking expert at SMCU, including knowledge of processes, systems, policy, and procedures.
Supports consumer and business online and mobile banking, bill pay, person- to-person payments, business ACH and wires, and eStatements, as well as participates in the implementation of emerging technologies.
Maintains ownership of delivering a consistent and exceptional member service experience to visitors and members via live chat, SMS's, email, and other digital applications. Resolve customer complaints and issues promptly and communicate all customer service-related issues/problems to management.
Processes Digital Banking reports and performs manual clean-up of data (inactive profiles, eStatement changes, removing closed accounts from Bill Pay, Zelle, etc.)
Support pipeline of new deposit account applications submitted via online/mobile account opening system adhering to member identification processes. Adopts responsibility for establishing new accounts and product/service fulfillment.
Responsible for working with the Security & Fraud staff to identify, investigate, perform member outreach or suspend any electronic payment transactions identified.
Processes sales and service calls transferred by other Member Solutions Center representatives.
Maintains effective knowledge of all SMCU products and services in order to grasp opportunities to upsell products/services when they arise to meet member needs and expand their overall relationship with SMCU.
Meet or exceed individual and team qualitative and quantitative goals.
Attend/complete ongoing training to improve knowledge and performance level.
Understand and adhere to SMCUs risk and regulatory standards, policies and controls and keeps current of regulatory, compliance and industry developments. Identify risk-related issues needing escalation to management.
Ensure the security and confidentiality of all account and related information and for ensuring that completed work complies with all applicable laws and regulations.
Other Duties
Attend staff, departmental, and other required meetings and trainings.
Travel to client or prospect locations, conferences, or other professional development and networking events.
Provides service to our membership communities by actively volunteering time to local civic and charitable organizations.
Other duties as assigned.
Qualifications, Experience, and Education
High School diploma or GED plus specialized coursework in retail services.Minimum of two years' previous loan, banking, or financial services experience in a customer support role is required.
Ability to utilize various types of office equipment, including computer terminals, and navigate multiple computer applications
Strong written and verbal communication skills in a fast-paced environment, impeccable attention to detail, strong organizational skills, and the ability to handle confidential and sensitive information are required
Must show ability to perform detailed functions quickly and accurately with customer focus and adaptability to different personality types with high energy; proven ability to effectively multitask in a fast-paced environment.
Bilingual and fluent in English and Spanish or Portuguese is preferred (written and verbal).
Computer and Equipment Skills
Foundational skills in various desktop and mobile application platforms and operating systems, including Microsoft Windows, Apple Safari, Android, iOS, and Chrome.
Use of Outlook email and calendaring.
Strong skills with Microsoft applications which may include Outlook, Word, Excel, PowerPoint, Access and/or other web-based applications. May produce complex documents, perform analysis, and maintain databases.
Proficient in collaboration platforms such as Microsoft Teams, Cisco Webex, and ZoomAbility to navigate at an advanced level within web-based applications.
Competencies
The competencies of adaptability, accountability, improvement and innovation, collaboration, communication, job knowledge, customer (internal and external) service, organizational awareness, and self-development are the knowledge, skills and abilities required for the position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work Environment
Usual office working conditions with absence of most disagreeable conditions and with occasional exposure to noise.
Physical Demands
While performing the duties of this position, the individual is required to use hands, handle and feel objects, tools or controls; reach with hands and arms; talk and hear. The individual frequently is required to stand, walk and sit. The individual is occasionally required to stoop, kneel, crouch or lift up to fifteen pounds. Specific vision abilities required include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. We are proud to be an EEO/AA employer M/F/D/V
$41k-50k yearly est. Auto-Apply 41d ago
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Executive Assistant
Workers Credit Union 3.8
Littleton, MA job
Job Title: Executive Assistant
Department: Executive Department
Department Location: Littleton, MA
Reports to: Chief of Staff
Career Stream: Individual Contributor
Classification: Hybrid
FUNCTION:
The Executive Assistant (EA) provides high-level administrative and operational support to the Chief of Staff, the broader C-suite, and other senior leaders ensuring seamless communication, operational efficiency, and proactive support across the executive leadership team. This dynamic role requires a proactive, detail-oriented individual with exceptional organizational, problem-solving, and communication skills. The EA will manage complex calendars, coordinate meetings and travel, support board-related activities, and contribute to the planning of small-scale events. As a strategic and trusted partner, the EA must anticipate needs, think critically, and operate with a high level of professionalism, discretion, and confidentiality in a fast-paced, high-impact environment.
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
Administrative Support:
Manage and prioritize calendars for the CEO, Chief of Staff, and other C-suite executives, including scheduling meetings and resolving conflicts.
Draft, proofread, and edit emails, reports, presentations, and other communications on behalf of executive leadership.
Coordinate domestic travel arrangements, including flights, accommodations, and itineraries for the executive team.
Monitor and organize executive email inboxes, draft responses, and ensure timely follow-up.
Prepare briefing materials and meeting documents for executive engagements.
Reconcile and submit expense reports for the CEO, Chief of Staff, and other C-suite members.
Support cross-functional communication and alignment between executive leadership and internal stakeholders.
Contribute to department and organizational initiatives as needed, demonstrating flexibility and a solutions-oriented mindset.
Board Liaison Support
Assist in coordinating logistics for Board and Committee meetings, including scheduling, agenda preparation, and meeting space arrangements.
Support the development and distribution of Board materials, including presentations and reports.
Serve as a point of contact for Board members regarding scheduling and communications.
Liaise with external consultants supporting Board development and effectiveness.
Maintain a high level of professionalism and confidentiality in all interactions with Board members and external stakeholders.
Meeting and Event Coordination and Support
Plan and coordinate small-scale meetings and events, such as board meetings, meetings with consultants/vendors, and team gatherings.
Manage virtual and in-person meeting logistics, including scheduling, developing agendas, capturing meeting minutes, tracking attendance, reserving meeting spaces, A/V setup, catering, and guest access.
Document detailed meeting minutes for substance and dissemination, accurately capturing decisions and actions.
Coordinate with vendors, suppliers, and other stakeholders to ensure successful event execution.
Office Management
Oversee office supplies and equipment, ensuring a well-stocked and functional workspace.
Maintain filing systems (digital and physical) for executive documents, contracts, and confidential materials.
Assist with onboarding new employees and maintaining office policies and procedures.
Serve as a point of contact for internal and external visitors to the executive suite, ensuring a welcoming and secure experience.
Support other administrative tasks as needed to ensure the smooth operation of the office.
Qualifications:
Proven experience as an Executive Assistant, Administrative Assistant, or similar role.
Demonstrated experience coordinating high-level meetings and events, both virtual and in-person.
Excellent organizational and time-management skills.
Strong written and verbal communication skills.
Proficiency in Microsoft Office Suite (Teams, Word, Excel, PowerPoint, Outlook).
Ability to handle sensitive information with discretion and confidentiality.
Capacity to work independently, anticipate needs, and solve problems proactively.
Preferred Attributes
High emotional intelligence and interpersonal skills.
Ability to synthesize complex information and communicate clearly.
Professional demeanor with tact and diplomacy.
Experience supporting board-level activities is a plus.
Comfort working across multiple executives and adapting to different working styles.
About Workers Credit Union: Since 1914, Workers Credit Union has existed to
Improve the Daily Lives of our Members
. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
Benefits:
Comprehensive medical, dental and vision plans
Basic life and AD&D insurance, short-term disability and long-term disability
15+ days of paid time off (PTO) per year
Up to 16 hours of volunteer time off (VTO) per year
11+ paid holidays
401(k) that includes a Safe Harbor Match of up to 4%.
Tuition Reimbursement Program
Mental health resources including an Employee Assistance Program (EAP)
Individualized learning and development programs
EEO Statement:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
$45k-53k yearly est. 5d ago
IT Solutions Specialist
Workers Federal Credit Union 3.8
Remote or Littleton, MA job
Job Title: IT Solutions Specialist
Department: Information Technology
Department Location: Littleton, MA
Reports To: Director, Digital Workspace
Career Stream: Individual Contributor
Classification: Hybrid/On-site with local travel
Exemption: Non-Exempt
Pay Grade: 9
Pay Grade Range: $26.98 - $33.72
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
FUNCTION:
The IT Solutions Specialist role is responsible for delivering first-line technical support to end-users across the organization. This position focuses on resolving routine IT issues, escalating complex problems appropriately, and ensuring a consistently high level of customer service.
As part of the Digital Workspace team, the IT Solutions Specialist plays a hybrid role that combines frontline support with platform stewardship. This includes supporting users, managing enterprise platforms, and contributing to strategic IT initiatives that enable secure, scalable, and modern workplace experiences.
This role also includes onsite support at branch locations throughout Central Massachusetts, requiring weekly local travel to ensure consistent IT service delivery and effective stakeholder engagement.
ESSENTIAL JOB DUTIES:
End-User & Device Support
Provide Tier 1-3 support for desktops, laptops, mobile devices, printers, and peripherals.
Troubleshoot OS, application, and network connectivity issues across Windows, iOS, Android environments.
Support onboarding/offboarding processes, device provisioning, and user access management.
Deliver onsite support to branch offices across Central MA as needed.
Maintain accurate documentation of support requests, resolutions, and SOPs.
Platform & Systems Administration
Manage and optimize Microsoft 365 services (SharePoint, Teams, Exchange Online, OneDrive).
Administer Entra ID, Trad Active Directory, GPO, Conditional Access, DLP, and Microsoft Purview policies.
Support Sentinel integration and incident response workflows.
Lead patching and vulnerability management across endpoints and infrastructure.
Networking & Infrastructure
Administer Cisco Meraki or similar networking platforms.
Monitor performance, implement upgrades, and ensure secure connectivity.
Project & Process Leadership:
Drive cross-functional IT projects from planning to execution.
Coordinate release cycles, change management, and stakeholder communications.
Support Jira workflows, automation, and integrations; assist with Confluence and Atlassian tools.
Governance & Vendor Management:
Ensure compliance with IT policies, procedures, and audit requirements.
Own relationships with key vendors and service providers.
Manage contracts, renewals, and performance metrics.
Qualifications:
Bachelor's degree in Information Technology or related field (or equivalent experience).
3+ years of experience in IT support, systems administration, or digital workspace roles.
Strong expertise in Microsoft 365, Entra ID, and cloud security frameworks.
Experience with Cisco Meraki or similar networking technologies.
Familiarity with Microsoft Administration, Power Platform, Purview, Jira, and Confluence.
Excellent problem-solving, communication, and project coordination skills.
Certifications such as CompTIA A+, Microsoft Certified: Modern Desktop Administrator, Security+, or ITIL are a plus.
Valid driver's license and ability to travel locally to branch sites as needed.
WORK ENVIRONMENT:
Hybrid Work Environment: This position offers a hybrid work environment, combining remote work with regular on-site days at the Littleton Headquarters. This work environment is subject to change based on business needs.
Professional office environment.
Regular use of computers, phones, and standard office equipment.
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
This is a largely sedentary role.
While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms.
This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, and fax machines.
Ability to travel to other work locations as required.
About Workers Credit Union: Since 1914, Workers Credit Union has existed to
Improve the Daily Lives of our Members
. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
Benefits:
Comprehensive medical, dental and vision plans
Basic life and AD&D insurance, short-term disability and long-term disability
15+ days of paid time off (PTO) per year
Up to 16 hours of volunteer time off (VTO) per year
11+ paid holidays
401(k) that includes a Safe Harbor Match of up to 4%.
Tuition Reimbursement Program
Mental health resources including an Employee Assistance Program (EAP)
Individualized learning and development programs
EEO Statement:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
$120k-145k yearly est. Auto-Apply 56d ago
Mortgage Underwriter
Workers Credit Union 3.8
Remote or Littleton, MA job
Job Title: Mortgage Underwriter Department: Mortgage Lending Department Location: Littleton, MA Reports to: Mortgage Underwriting Manager Career Stream: Individual Contributor Classification: Hybrid Onsite Frequency: On-site at HQ more than 10 days per month with assigned workspace
Pay Grade: 11
FLSA Status: Exempt
Pay Grade Range: ($72,072.62 - $90,090.83 - $108,109.04)
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
FUNCTION: Responsible for underwriting first mortgages and home equity loan applications. Ensures all files are complete and compliant with Workers Credit Union policies, investor requirements, mortgage insurance standards, and applicable government loan regulations.
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
* Underwrites first mortgage loans in compliance with all secondary market requirements, private mortgage insurance requirements, regulatory requirements and Workers Credit Union policies.
* Underwrites home equity loans in accordance with private mortgage insurance requirements, regulatory requirements and Workers Credit Union policies.
* Evaluates borrower creditworthiness and collateral to determine loan eligibility and assess overall risk to the credit union.
* Exercises sound judgment in approving, suspending, or denying loan applications based on a comprehensive risk analysis.
* Uses analytic tools (i.e. Collateral Underwriter, fraud prevention, etc.) in the risk assessment of the loan to determine requirements to meet legal and investor requirements.
* Ensures underwriting decisions align with the credit union's risk appetite, lending policies, and regulatory requirements.
* Remains current on investor and mortgage insurance guidelines.
* Prepares commitment letter for home equity and first mortgage loans.
* Clears loans for closing by ensuring pre-closing conditions have been satisfied.
* Reviews and decisions subordination requests according to loan policy.
* Provides the origination staff with support for the review of preapprovals.
* Uses knowledge of investor and mortgage insurance guidelines along with loan policy to not only approve loans as submitted but to restructure loans as required to obtain an approval.
* Tracks key milestones such as contingencies, closing dates, and rate lock expirations; communicate proactively with all applicable teams.
* Collaborates with internal stakeholders to resolve complex loan issues and ensure timely decision-making.
* Prepares and issue revised Loan Estimates in compliance with TRID for any changes in circumstance.
* Maintains confidentiality of all data.
* Upholds the Workers Credit Union "Workers Way" culture through daily interactions and behaviors.
* Performs other duties as assigned to support departmental and organizational goals.
Other Duties:
* May be asked to provide coverage in other WCU branches or departments.
* Adhere to all WCU policies and procedures which include security compliance and following guidelines intended to limit risk exposure to fraud and losses.
* Participates in department and/or organizational projects as directed.
* Performs other tasks or functions as required, requested, necessary or prudent.
* Maintains confidentiality of all member and credit union information and data.
* Regularly demonstrates behaviors as defined by the credit union's Fundamentals, which are part of the Workers Way culture program.
Education
* High School Diploma or Equivalent Required.
Experience:
* 2-5 years of experience in secondary mortgage underwriting. Knowledgeable in real estate lending guidelines and regulations including secondary market. Skilled in evaluating borrower credit, collateral, and capacity in accordance with investor and regulatory guidelines. Proficient in using loan origination systems (LOS) and automated underwriting systems (AUS). Known for sound judgment, attention to detail, efficiency in pipeline management, and effective communication with Originators, Processors, and Closers to ensure timely and accurate closings.
* Additional Qualifications for Senior Mortgage Processor:
* 5-8 years of experience in secondary mortgage underwriting, including complex loan types such as jumbo, construction, non-conforming and portfolio products. Demonstrated ability to assess risk, make high-level credit decisions, and mentor junior underwriters. Experienced in leading underwriting process improvements and maintaining high-quality standards in a fast-paced environment. Recognized for attention to detail, leadership, and commitment to confidentiality and organizational values.
Knowledge/Skills/Abilities/Competencies:
A successful Underwriter demonstrates deep knowledge of mortgage products, investor guidelines, and regulatory requirements (including TRID, RESPA, and HMDA). Proficient in loan origination systems (LOS), AUS platforms, and document management tools. Strong analytical and decision-making skills are essential for assessing credit risk and ensuring sound underwriting decisions. Must be detail-oriented, organized, and capable of managing multiple priorities. The role requires confidentiality, adaptability, and collaboration with internal teams to ensure efficient, compliant, and risk-aligned loan underwriting.
Work Environment:
* Hybrid Work Environment: This position offers a hybrid work environment, combining remote work with regular on-site days at the Littleton Headquarters. This work environment is subject to change based on business needs.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
* This is a largely sedentary role.
* While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms.
* This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines.
About Workers Credit Union: Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
Benefits:
* Comprehensive medical, dental and vision plans
* Basic life and AD&D insurance, short-term disability and long-term disability
* 15+ days of paid time off (PTO) per year
* Up to 16 hours of volunteer time off (VTO) per year
* 11+ paid holidays
* 401(k) that includes a Safe Harbor Match of up to 4%.
* Tuition Reimbursement Program
* Mental health resources including an Employee Assistance Program (EAP)
* Individualized learning and development programs
EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
$72.1k-90.1k yearly 17d ago
PT UNIVERSAL AGENT FLOAT
Freedom Credit Union 4.2
Greenfield Town, MA job
This position is the Member Ambassador for the financial institution with the overall purpose of providing quality and efficiency to members who prefer face-to-face interaction. This position will have a thorough understanding of the member's transaction requirements and be able to effectively communicate all available options to them. They will educate members about our sales and service delivery options and refer the appropriate products and services matching the member's needs. This position will also refer members to the appropriate source or channel to address their need. They will also be responsible for the processing of regular transactions, such as receiving and paying out money, and keeping records of money and negotiable instruments involved in financial transactions in an efficient, friendly and accurate manner. Provides personalized banking services to financial institution members by performing the following duties
Essential Functions/Position Responsibilities:
· Conduct all member account functions, including teller transactions, processing request for new accounts and services, providing counseling and cross selling appropriate products or services to benefit the member and achieve established sales goals, interview members and process applications for all types of credit cards and consumer loans. Review all documentation for completeness and accuracy according to the organizations compliance guidelines. Ensures that the teller cashbox balances on a daily basis. Researches and resolves cashbox errors as necessary.
· Assist with wide variety of member services including; regular account maintenance, Safe Deposit Box maintenance, assist members with account inquiries and reconciliation, manages outgoing wires, ACH transactions and disputes, solve fraud issues, serve as notary public, close accounts, etc.
· Troubleshoot and resolve member and internal inquiries in a timely, professional and accurate manner. Informs and advises member of status or enhancements to current account productivity and suggest resolution on account disputes and other account activity.
· Answer and route telephone calls, take messages, provide information and directs calls to appropriate staff as necessary.
· Contribute to overall success of branch in working towards branch deposit and member goals. Adhere to all service standards set by the credit union.
· Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Requirements
Experience
A minimum of 6 months to one-year previous financial institution experience required including time spent in preparatory position. Bilingual highly preferred.
Education/Certifications/Licenses
A high school degree or GED is required.
Interpersonal Skills
A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with members, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance.
Travel
Float positions require the ability to travel to other branches as scheduling needs require.
Salary Description Market Value $23.83
$32k-39k yearly est. 51d ago
Credit Card Portfolio Administrator
Freedom Credit Union 4.2
Springfield, MA job
Accountable for the configuration, maintenance, and operation of the credit union's credit card program including overseeing the underwriting of card applications, managing the card system (PSCU), online application interface program, the enterprise wide rewards program and integration with core systems, such as Insight, VISA and PSCU. Recommends and researches enhancements to the systems key components including coordinating program upgrades and periodic system enhancements. Insures that the card program and rewards program are monitored and managed to meet organizational needs and financial projections.
Essential Functions/Position Responsibilities:
Manages all aspects of the in-house credit card program and enterprise wide rewards program, including rate and reward recommendations, fraud oversight, collections oversight, compliance oversight and working with marketing on program collateral and promotion materials.
Performs scheduled third party system upgrades. Performs routine system monitoring to ensure service standards are maintained. Adheres to IT policy standards for use, operations and data for all credit card systems and third party interfaces with the core operating system - Insight.
Assists the company and staff personnel with credit card programs and systems. Responds to member and staff personnel request for technical assistance by phone and in person resulting in quality service for the member.
Modifies software as needed and works with tech support vendors and IT staff on software installations. Diagnoses hardware, software, and operator problems, takes remedial actions and recommends changes for all credit card interface systems.
Develops, recommends, and implements new card and reward features, enhancements and updates for member service delivery channels: website, home banking, mobile, card systems and telephone banking including future enhancements to member facing systems.
Maintain system upgrade records for audit and compliance reviews.
Works with Training Officer to train staff accordingly on the credit card program and rewards programs. Works with other departments to make sure procedures and documentation is accurate.
Underwrites card applications that are outside the scope of the auto decisioning model, prepares reports for upper management on program profitability, risk profile, rewards program usage and member engagement.
Special Projects may be required and other duties assigned.
Requirements
Experience
Five to ten years of similar or related experience, including time spent in preparatory positions.
Typically requires 10+ years' experience in Deposit/Loan Operations and Core System experience (COCC experience preferred) and 5 years' experience with Card Systems required.
Education/Certifications/Licenses
A college degree preferred but experience may substitute.
Interpersonal Skills
A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with members, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance.
Other Skills
Will be required to work outside of scheduled hours to respond to technology issues.
Competencies:
Member / Stakeholder Focus: Builds and maintains effective relationships with credit staff, lenders and members. Identifies member/stakeholder's needs and expectations. Listens carefully in order to see issue from their point of view. Offers practical solutions or recommendations focused on achieving the member/stakeholder's expectations.
Adaptability: Learns and adapts quickly in new situations. Possesses a flexible style, the ability to change and adapt to fit circumstances. Adjusts with ease, resulting in successful performance.
Personal Accountability: Accepts responsibility for own actions, including failure. Embraces experiences as learning opportunities and does not blame others.
Collaboration: Values others and different perspectives. Actively seeks and enlists participation of other departments, functional areas and individuals in order to achieve goals. Promotes the common good, extends self beyond personal self-interest; engages in appreciative inquiry and a spirit of caring, not finger-pointing or blaming.
Effective Communication: Puts others at ease by listening. Allows adequate time for interactions, gives undivided attention to speaker, demonstrates non-verbal cues that show interest, keeps an open mind and concentrates on the speaker's message. Responds with information or questions, as appropriate. Remains calm, focused and polite, even during stressful conversations.
Professionalism: Consistently conducts self in a manner that is business appropriate. Manner of speech, attire and interaction with others conveys competency, confidence, credibility, respect and efficiency to others. Is polite, courteous, tactful, responsible, and well-groomed. Establishes and maintains professional boundaries in all work related relationships.
Problem Solving: Gathers and analyzes information, identifies goals, explores and selects solutions, implements an action plan and evaluates results to ensure identified goals have been achieved.
Process & Time Management: Uses the necessary or established steps to ensure successful execution of tasks. Allocates time efficiently to the most important task. Completes work in a timely manner and looks for opportunities to improve existing processes, procedures and systems.
Physical Demands:
Ability to sit and/or stand for long periods of time; reach with hands and arms.
Sustains repetitive motions while using computer keyboard. Close vision for the computer screen is also required.
Bends, stoops, kneels, pushes and pulls while filing or moving supplies.
Occasionally lift and/or move up to 30 lbs.
Salary Description Market Value $65696
$30k-36k yearly est. 20d ago
Business Intelligence Analyst
Workers Federal Credit Union 3.8
Remote or Littleton, MA job
Job Title: Business Intelligence Analyst
Department: Information Technology
Department Location: Littleton, MA
Reports To: Director, Data Analytics
Career Stream: Individual Contributor
Classification: Hybrid/On-site with local travel (Must be able to travel locally on site to be considered)
Exemption: Exempt
Pay Grade: 11
Pay Grade Range: $72,072.62 - $90,090.89
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
FUNCTION:
The Business Intelligence Analyst plays a critical role in enabling data-driven decision-making across the organization. This role is responsible for designing, developing, and delivering actionable insights through modern analytics platforms, primarily Power BI. The analyst partners closely with business leaders to understand strategic objectives, translate them into analytical solutions, and foster a culture of data-informed decision-making.
This position supports Workers Credit Union's transformation toward a federated, proactive analytics model by delivering high-impact visualizations, ensuring data integrity, and contributing to the development of scalable, self-service analytics capabilities.
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
Insight Development & Visualization:
Collaborate with business stakeholders to understand strategic goals and translate them into analytical requirements.
Design and build intuitive, interactive dashboards and reports using Power BI.
Identify trends, patterns, and opportunities that drive business performance and strategic alignment.
Promote and track meaningful KPIs across departments.
Stakeholder Engagement & Enablement
Serve as a trusted analytics partner to business units, helping them interpret data and apply insights across a portfolio managed by the Analyst.
Support the development of self-service analytics capabilities and data literacy across the organization.
Provide consultative guidance on data usage, visualization best practices, and performance measurement.
Data Quality & Governance
Ensure accuracy, consistency, and reliability of data used in reporting and analysis.
Collaborate with data engineering and governance teams to resolve data quality issues and improve data pipelines.
Maintain documentation and metadata for reports, dashboards, and data sources.
Project Execution & Continuous Improvement
Lead or support analytics projects from requirements gathering through deployment and support.
Continuously improve reporting assets based on user feedback and evolving business needs.
Contribute to the development of analytics standards and governance frameworks.
Innovation & AI Enablement
Workers Credit Union is actively investing in AI and Generative AI to transform how data is used across the organization. The Business Intelligence Analyst will contribute to this effort by:
Exploring opportunities to integrate GenAI into reporting and dashboarding workflows, using tools such as CoPilot & Azure OpenAI.
Partnering with data engineering and business teams to identify use cases for AI-driven insights.
Supporting the development of scalable, AI-enhanced analytics solutions that improve decision-making and member experience
Other Duties:
Performs additional duties or responsibilities as required, requested, or deemed appropriate.
May be asked to provide coverage in other WCU departments, functions, or business units as needed.
Complies with all WCU policies and procedures.
Contributes to departmental and organizational projects and initiatives as assigned.
Maintains the confidentiality of all member and credit union information at all times.
Education
Bachelor's degree in Data Analytics, Information Systems, Business Intelligence, or related field.
Experience
3+ years of experience in analytics, business intelligence, or data visualization.
Proven experience with Power BI (Tableau experience a plus).
Experience working directly with business stakeholders to deliver insights.
Skills & Competencies
Strong analytical thinking and problem-solving skills.
Strong Business Acumen, Establishing Business Requirement Definitions, working with cross-functional stakeholders.
Excellent communication and storytelling abilities using data.
Proficiency in data modeling, DAX, SQL, and visualization design.
Familiarity with data governance, MDM, and data dictionaries.
Ability to work independently and collaboratively in a hybrid environment.
Work Environment:
This job operates in a professional office environment
Hybrid Work Environment: This position offers a hybrid work environment, combining remote work with regular on-site days at the Littleton Headquarters. This work environment is subject to change based on business needs.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
This is a largely sedentary role.
While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms.
This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines.
Ability to travel to other work locations as required.
About Workers Credit Union: Since 1914, Workers Credit Union has existed to
Improve the Daily Lives of our Members
. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
Benefits:
Comprehensive medical, dental and vision plans
Basic life and AD&D insurance, short-term disability and long-term disability
15+ days of paid time off (PTO) per year
Up to 16 hours of volunteer time off (VTO) per year
11+ paid holidays
401(k) that includes a Safe Harbor Match of up to 4%.
Tuition Reimbursement Program
Mental health resources including an Employee Assistance Program (EAP)
Individualized learning and development programs
EEO Statement:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
$72.1k-90.1k yearly Auto-Apply 51d ago
Financial Advisor
Workers Credit Union 3.8
Littleton, MA job
Job Title: Financial Advisor Department: Workers Investments & Planning Solutions (IPS) Department Location: Lunenburg, MA. Reports to: VP, IPS Program Manager Career Stream: Individual Contributor Classification: Hybrid Pay Grade: 8 FLSA Status: Exempt Pay Grade Range: (Min - Mid) $60,000 to $200,000+
This is a sales commission-based position consisting of a tiered grid with a monthly draw that has levels of being forgivable and non-forgivable.
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, sales production, and will be detailed at the time of offer.
About Workers Credit Union: Since 1914, Workers Federal Credit Union (WCU) has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
FUNCTION: We're seeking a passionate and experienced Financial Advisor to join our Workers Investments & Planning Solutions team. Our program is built on trust, collaboration, and long-term relationships. This role focuses on building strong client relationships by leading them through an individually tailored financial planning process. Our process includes establishing specific financial goals, assessing current situations, creating investment strategies, implementing solutions by recommending appropriate financial products, and continuing to monitor and adjust plans as necessary to stay aligned with your clients' goals.
As a Financial Advisor, you will sell investment and insurance products, available through our Broker Dealer, LPL Financial (LPL), to individuals and small businesses. WCU partners LPL, a leading wealth management firm for independent advisors and financial institutions across the U.S., to offer a complete menu of financial products and services to credit union members. This employment opportunity at WCU would allow you to join the Workers Investments & Planning Solutions Program as a Financial Advisor associated with LPL.
This position is based out of our Lunenburg MA office, however there is flexibility to allow for a hybrid schedule, working remotely as agreed upon. Travel between branches and surrounding communities to meet with assigned clients, members, and credit union employees is standard.
We are a trusted financial partner offering a supportive environment where advisors can develop their practice while making a meaningful impact on the financial wellness of our members.
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
Key Responsibilities:
* Develop and manage personalized financial plans for members
* Provide guidance on investments, insurance, and retirement accounts
* Advise on strategies that take into consideration wealth accumulation and growth, preservation and protection of assets, and income replacement and asset distribution
* Collaborate with internal teams to deliver holistic financial solutions
* Educate clients on financial wellness and planning strategies
* Participate in your ongoing coaching and professional development
What We Offer:
* Competitive compensation payout agreement that is based on 100% of your production
* Program paid standard overhead, such as licensing & registration, technology, CE, E&O insurance, and other typical pre-approved expenses
* Time off and continuing education support
* Access to advanced financial planning tools and technology
* A collaborative, member-first, value-driven culture
* Access to LPL's proprietary technology and a suite of customized services
* An open architecture platform with access to thousands of investment products from leading third-party product sponsors
* Resources and expertise across LPL to help you create client solutions
* The freedom to create solutions specific to your client's goals
* And a whole lot more
Why Join Us?
* Trusted institution with deep community roots
* Assigned "book of business" of existing clients with recurring revenue to get started
* Multiple branches with a large deposit base within an assigned territory
* Warm member referrals from engaged credit union staff
* Autonomy with robust back-office Financial Assistant support
* The ability to grow your business with LPL's combination of tools, technology, and support
* The benefit of LPL's experience helping financial advisors grow and maximize their business
* Opportunity to make a real difference
Qualifications:
* FINRA Series 7 and 66 licenses (or Series 6, 63 and 65)
* MA Life, Accident, & Health Insurance license
* 2+ years of financial advising experience
* Satisfactory U5 and compliance record
* Solid knowledge of financial products and planning strategies
* Strong interpersonal and communication skills
* Commitment to ethical standards and fiduciary responsibility
* Passion for helping others achieve financial success
Benefits:
* Comprehensive medical, dental and vision plans
* Basic life and AD&D insurance, short-term disability and long-term disability
* 401(k) that includes a Safe Harbor Match of up to 4%.
* Tuition Reimbursement Program
* Mental health resources including an Employee Assistance Program (EAP)
* Individualized learning and development programs
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Workers Credit Union and Workers Investments & Planning Solutions are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Workers Investments & Planning Solutions are employees of LPL. The services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Workers Federal Credit Union or Workers Investments & Planning Solutions. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
EEO Statement:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Apply today and become part of a team that puts people first.
$60k-200k yearly 15d ago
Information Technology Officer (ITO)
Freedom Credit Union 4.2
Springfield, MA job
To establish, implement, manage, maintain and secure the credit union's information technology infrastructure, including all phases of systems design, applications systems software, hardware, programming, installation, networking, and mainframe operations. Responsible for strategic and technology planning for the credit union. Reviews and evaluates project feasibility studies based on management's requirements and priorities. Ensures all IT systems operate efficiently, securely and in compliance with regulatory standards. The ITO provides technical support to staff, manages the IT staff, oversees vendor relationships, and collaborates with leadership across departments to lead technology initiatives that enhance member service, cybersecurity and operational efficiency.
Essential Functions/Position Responsibilities:
Implement and coordinate new technologies and computer platforms to meet business needs. Participate in technical projects such as writing equipment specifications or developing computer programs for specified applications. Oversee and/or handle special projects as the business dictates.
Oversee staff of the Information Systems department, including hiring, scheduling, coaching, training & development and conducting and approving performance appraisals. Provide guidance and support to non-technical staff.
Consult with all levels of management to determine information requirements to establish boundaries and priorities of new projects and to discuss system capacity and equipment acquisitions. Research and recommend strategies that support the strategic business plan and work with various department managers to implement tactical plans to support the strategic direction.
Manage relationships with IT vendors, service providers and consultants, monitor service level agreements and manage the credit union's technology budget.
Maintain IT Equipment inventory, Zoho ManageEngine Service Desk; IT Equipment Deployment and Depreciation Management; Telecommunications; Wi-Fi and Freedom website domain registrations.
Manage and maintain records for Internet Firewall configurations, remote access activity, change control management for system access across all systems and third parties.
Establish, adhere to and enforce system security policies and standards Maintain an awareness of all laws, regulations, developments and trends that may affect Information Technology.
Administer networks, including related security environment and controls. Maintain system performance records and coordinate system upgrades, patches and vendor support activities.
Manage firewalls, anti-virus, encryption and intrusion detection prevention systems.
Co-chair annual Disaster Recovery and Business Continuity planning. Periodically test the emergency restoration plan for the company and other applications as deemed appropriate.
In coordination with the AVP/Information Security Officer (IS O), conduct an independent 3rd party IT/Information Security Audit annually - to include External and Internal PEN testing.
Provide IT report to the board monthly to include patch management status; system uptime status; IT project status, and miscellaneous IT updates.
Develop, maintain all information technology policies, procedures and user manuals.
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Requirements
Experience
A minimum of ten years of experience is required, including time spent in preparatory positions.
Education/Certifications/Licenses
Bachelor's degree in Information Technology, Computer Science or related field.
Relevant certifications (e.g. CISSP, CISM, CISA) strongly preferred.
Project management experience and certifications strongly preferred.
Interpersonal Skills
This position requires a significant level of expertise, credibility, influence and trust. Proficiency in developing and delivering material presentations on complex topics can be important to fulfilling the responsibilities of the position.
Other Skills
Proficient in Windows Server, Active Directory, Microsoft Office, and network management.
Will be required to work outside of scheduled hours to respond to pertinent position issues.
Salary Description Market Value $142298
$80k-106k yearly est. 20d ago
SR UNIVERSAL AGENT
Freedom Credit Union 4.2
West Springfield Town, MA job
This position is the Member Ambassador for the financial institution with the overall purpose of providing quality and efficiency to members who prefer face-to-face interaction. This position will have a thorough understanding of the member's transaction requirements and be able to effectively communicate all available options to them. They will educate members about our sales and service delivery options and refer the appropriate products and services matching the member's needs. This position will also refer members to the appropriate source or channel to address their need. They will also be responsible for the processing of regular transactions, such as receiving and paying out money, and keeping records of money and negotiable instruments involved in financial transactions in an efficient, friendly and accurate manner. Provides personalized banking services to financial institution members by performing the following duties
Essential Functions/Position Responsibilities:
· Conduct all member account functions, including teller transactions, processing request for new accounts and services, providing counseling and cross selling appropriate products or services to benefit the member and achieve established sales goals, interview members and process applications for all types of credit cards and consumer loans, assist in closing both consumer and home equity loans. Review all documentation for completeness and accuracy according to the organization's compliance guidelines. Ensures that the teller cashbox balances on a daily basis. Researches and resolves cashbox errors as necessary.
· Order the appropriate amounts and types of cash for the branch and maintain proper documentation of all currency received and disbursed.
· Maintain overall control and accountability for all vault reconcilement including ATM, coin machine, TCR and Main vault. Periodically audit branch vaults/safes as required by policy. Maintain documentation of audit for monthly reporting to senior management.
· Assist with wide variety of member services including; regular account maintenance, Safe Deposit Box maintenance, assist members with account inquiries and reconciliation, manages outgoing wires, ACH transactions and disputes, solve fraud issues, serve as notary public, close accounts, etc.
· Troubleshoot and resolve member and internal inquiries in a timely, professional and accurate manner. Informs and advises member of status or enhancements to current account productivity and suggest resolution on account disputes and other account activity.
· Answer and route telephone calls, take messages, provide information and directs calls to appropriate staff as necessary.
· Contribute to overall success of branch in working towards branch deposit and member goals. Adhere to all service standards set by the credit union.
· Open and close the building in accordance with set hours and tests security equipment monthly.
· Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Requirements
Experience
A minimum of 1 - 2 years previous financial institution experience required. Bilingual highly preferred.
Education/Certifications/Licenses
A high school degree or GED is required.
Interpersonal Skills
A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with members, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance.
Salary Description Market Value $26.80
$49k-60k yearly est. 20d ago
Mortgage Closer
Workers Credit Union 3.8
Littleton, MA job
Job Title: Mortgage Closer Department: Mortgage Lending Department Location: Littleton, MA Reports to: Senior Director, Mortgage Production Career Stream: Individual Contributor Classification: Hybrid Onsite Frequency: On-site at HQ more than 10 days per month with assigned workspace
Pay Grade: 8
FLSA Status: Non-Exempt
Pay Grade Range: ($23.84 - $29.80 - $35.76)
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
FUNCTION: Ensures a seamless and compliant closing process by performing thorough pre-funding audits and preparing all required closing documents with precision. This role collaborates closely with cross-functional teams to swiftly resolve any issues that could impact the closing timeline, thereby ensuring timely and efficient fundings. Additionally, the Closer maintains detailed records to meet audit standards and drive continuous process improvements.
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
* Conduct a comprehensive pre-funding audit of mortgage and home equity files to ensure data accuracy, complete documentation, and compliance with investor, regulatory, and credit union policies.
* Collaborate with the Closing Agent, Attorney, or branch to schedule closings, confirming that all necessary pre-closing documents (e.g., insurance binder, title commitment, funds-to-close) are in place, and update the loan software and posting journal with the closing date.
* Generate the pre-Closing Disclosure and ensure it is delivered to the member via mail or electronically to meet regulatory requirements in order to close timely.
* Inform the closing attorney that the first mortgage is cleared to close and request essential documents, including the closing date, title report, payoff, and tax information.
* Prepare and deliver the closing documents to the appropriate Closing Agent, Attorney, or branch.
* Order the LQCC report as needed, obtain member feedback when credit report changes occur, and perform a verbal employment verification prior to loan closing.
* Execute the investor quality control check by validating loan data against underwriting data and addressing any errors.
* Collaborate with underwriting, processing and origination teams to resolve escalated issues and ensure timely closings.
* Submit the Uniform Closing Dataset (UCD) to the investor as mandated, reviewing and resolving any feedback-related errors.
* Support post-closing quality control by identifying and addressing documentation or compliance issues that arise after funding.
* Demonstrate behaviors in line with the Credit Union's Fundamentals as part of the Workers Way culture program.
* Assume additional responsibilities as required.
Other Duties:
* May be asked to provide coverage in other WCU branches or departments.
* Adhere to all WCU policies and procedures which include security compliance and following guidelines intended to limit risk exposure to fraud and losses.
* Participates in department and/or organizational projects as directed.
* Performs other tasks or functions as required, requested, necessary or prudent.
* Maintains confidentiality of all member and credit union information and data.
* Regularly demonstrates behaviors as defined by the credit union's Fundamentals, which are part of the Workers Way culture program.
Education
* High School Diploma or Equivalent Required.
Experience:
* A minimum of 2-4 years of experience in mortgage closing or related roles, with a strong understanding of closing procedures, loan documentation, and regulatory compliance. Skilled in preparing and reviewing closing documents, coordinating with attorneys and closing agents, and resolving issues that may impact funding timelines. Proficient in mortgage software systems and known for attention to detail, organizational skills, and effective communication are crucial to being successful in this role.
* Additional Qualifications for Senior Mortgage Closer:
* 4-7 years of experience in mortgage closing, including handling complex loan types such as construction, portfolio, and multi-disbursement loans. Demonstrated expertise in investor and regulatory closing guidelines, with experience mentoring junior closers and leading quality control efforts. Proven ability to manage high-volume pipelines, support post-closing issue resolution, and contribute to process improvements and team development.
Knowledge/Skills/Abilities/Competencies:
* A successful Mortgage Closer brings a strong working knowledge of closing procedures, loan documentation standards, and regulatory requirements such as TRID and RESPA. Proficiency in mortgage software systems and closing platforms is essential for ensuring accuracy and efficiency throughout the closing process. The role requires exceptional attention to detail, time management, and organizational skills to manage multiple closings and meet strict deadlines. Effective communication and collaboration are critical for coordinating with attorneys, title companies, and internal teams to resolve issues and deliver a seamless member experience.
* Senior-level closers are expected to demonstrate advanced understanding of investor and secondary market closing guidelines, contribute to quality control efforts, and support the implementation of procedural improvements. They should also be capable of interpreting regulatory changes, mentoring peers, and escalating trends or risks to management when appropriate.
Work Environment:
* This role is currently classified as a hybrid position. However, the classification is subject to change based on business needs.
Physical Demands:
* The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
* This is a largely sedentary role.
* While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms.
* This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines.
* Ability to travel to other work locations as required.
About Workers Credit Union: Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
Benefits:
* Comprehensive medical, dental and vision plans
* Basic life and AD&D insurance, short-term disability and long-term disability
* 15+ days of paid time off (PTO) per year
* Up to 16 hours of volunteer time off (VTO) per year
* 11+ paid holidays
* 401(k) that includes a Safe Harbor Match of up to 4%.
* Tuition Reimbursement Program
* Mental health resources including an Employee Assistance Program (EAP)
* Individualized learning and development programs
EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
$35.8 hourly 17d ago
Technical Project Manager, Full-Time, Hybrid, Marlborough, MA
Digital Federal Credit Union 4.6
Remote or Marlborough, MA job
Schedule Mon - Fri 8a-5p What You'll Do Summary/Objective: The Technical Project Manager leads teams within a matrix environment to successfully complete projects within the Technology organization. Serves as the primary liaison between project teams, business owners and sponsors for various systems and/or applications. The Technical Project Manager is responsible for the oversight of the entire project's life cycle. Apply project management and agile methodology skills to manage scope, plan work, coordinate resources and drive execution. Projects may be small to large; cross-functional in impact and are technical in nature. This position will collaborate with a team of PMs and Senior PMs to make continuous improvements to project processes.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position will focus on the management of enablement related projects such as data center migrations to public cloud (AWS), greenfield deployments in the DCU data centers, component lifecycle management, wireless and telephone infrastructure upgrades, monitoring & alerting for the IT infrastructure, workstation deployments, system / server upgrades, networking upgrades and transformations, disaster recovery exercises, remediation of major audit findings and other similar technically oriented projects.
* Manage projects with waterfall and agile methods when applicable
* Plan, estimate and execute technology-related projects
* Communicate and coordinate project deliverables across IS Infrastructure, IS Development teams and the project team to achieve milestones
* Develop detailed project deliverables including scope statements, schedule, resource plans and success criteria
* Schedule and conduct project planning with appropriate tech leads, third party contractors and business
* Manage day to day project activities to meet deliverables, manage risks and remove team blockers
* Coordinate project deliverables, identify required resources and review roles & responsibilities
* Coordinate project tasks such as equipment are ordered, received, and staged during the project execution
* Coordinate team resources across projects with other Project Managers
* Simultaneously manage multiple IT project plans. Establish clear goals, milestones and approach to execution
* Assist in building Portfolio View of initiatives business and IT initiatives across the Credit Union
* Use sound judgment in project communication and ensure that key stakeholders including the team, business and management are apprised of project activities in a timely manner
* Communicate progress, risks, expectations, timelines, milestones and other key project metrics to business and team members
* Contribute to the ongoing development and improvement of the Project Management Life Cycle and agile methodologies
* Lead the team to update support processes to capture new project enhancements, features or updated technologies
* Ensure project post implementation reviews are conducted
* Working knowledge and understanding of the ITIL (Information Technology Infrastructure Library) Framework
* Adhere to DCU's project management best practices, procedures and documentation standards
* Have a "Team Player" mentality
* Performs other job-related duties as assigned by Manager(s)
What You'll Need
Education and Experience Requirements:
* 4-year degree in Information Systems or equivalent work experience
* Minimum of 2 years direct Information Systems infrastructure experience, perhaps as a system engineer, network engineer, worked on a service desk team, or in IT Security, and may have been an Infrastructure team lead or infrastructure manager.
* 2 - 4 years experience with Information Systems project management experience
* 2 - 4 years experience in Financial Industry
* Excellent verbal and written communication skills.
* Strong knowledge of banking systems, technologies and their relationship to business functions, practices, and processes
* Analytical and Project Management skills with a focus in financial services applications
* Strong verbal/written communication skills
* PMI or other project management certification preferred
* Knowledge and practical applications of Agile methodology
* Business Process Management experience recommended
What We Do
DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,700 team members, we strive to make DCU a great place to work with an excellent work-life balance and a community that cares.
DCU is an equal-opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to ************** and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.
DCU is not currently offering Visa transfer/ sponsorship for this position.
Expected Pay Range
$100,100 - $113,900
$100.1k-113.9k yearly 14d ago
Senior Resolution Representative
Workers Credit Union 3.8
Littleton, MA job
Job Title: Senior Resolution Representative Department: Member Solutions Department Location: Littleton, MA Reports to: VP Member Solutions Career Stream: Individual Contributor Classification: Hybrid Onsite Frequency: Works on-site at HQ more than 10 days per month with assigned workspace
Pay Grade: 9
FLSA Status: Non-Exempt
Pay Grade Range: $26.98-$33.72
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
FUNCTION: Collects delinquent accounts to minimize the potential loss to the credit union.
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
* Performs collection activities on delinquent accounts greater than 30 days past due including minimum daily call requirements for outbound volume, answer ACD and direct inbound calls, emails, and written correspondence as necessary to resolve delinquent accounts with members.
* Process internal payment transfers
* Process payments over the phone and ensure proper credit to loan
* Review unapplied/ACH reject payments for proper processing
* Consults with members to assist in preventing delinquency by arranging payment plans. Review credit reports and other financial information to recommend a solution to resolve delinquency(ies) including modification, deferment, troubled debt restructure, and the like.
* Review and recommend accounts for charge off
* Gather asset value, vehicle condition, photos, and expenses on impounded vehicles and voluntary surrenders. If necessary, order a field audit. Review findings with AVP and/or VP of department
* Performs skip tracing when necessary (no communication, possible fraud, returned mail, disconnected phone numbers, no lien etc)
* Send Right to Cure / Demand notices (certified and regular mail) to borrower and coborrower(s). Check state where property is located to ensure our compliance with demand notice and related actions.
* Verify our lien has been placed, confirm not active duty (SCRA), update collateral value, and assess the loan to value before placing for repossession
* Assign approved delinquent accounts to a repossession agency. If out of state, contacts agent to get necessary paperwork such as fees and charges as well as bond insurance. Provide repossession agents with any necessary documentation, which would facilitate them locating the vehicle.
* Follow up on all accounts assigned for repossession with agent regarding the status and any updated information.
* Once a vehicle has been repossessed, send a Redemption Letter within allowed timeframe (certified and regular mail), review the condition report, determine if keys are needed (if not redeemed) and take appropriate action.
* Review, approve, process invoices, and determine if fee will be assessed to loan
* Work with member until unit is redeemed or prepped (keys and title) to be transported to auction.
* Prepares and files skip and damage claims with the credit union's insurance carrier, in a timely manner
* Updates collection notes with all collection actions and activity in a concise and timely manner
* Monitors and maintains Bankruptcy Accounts. Updates Bankruptcy report monthly. Files necessary paperwork with court to protect the Credit Union's interest in an asset and/or account. Work with our bankruptcy attorney.
* Adheres to established policies and procedures as well as state and federal regulations governing collection activities.
* In office requirements to mail time sensitive letters (demand and redemption letters) regular and certified mail. Also, document returned mail in the collection system. File requested titles on the tickler filing system.
* Act as a mentor for other Member Solutions staff, sharing acquired knowledge as needed.
* Maintains confidentiality of all data.
* Regularly demonstrates behaviors as defined by the credit union's Fundamentals, which are part of the Workers Way culture program.
* Performs additional duties as requested
Other Duties:
* Adhere to all WCU policies and procedures, which include security compliance and following guidelines intended to limit risk exposure to fraud and losses.
* Participates in department and/or organizational projects as directed.
* Performs other tasks or functions as required, requested, necessary or prudent from time to time.
* Maintains confidentiality of all member and credit union information and data.
* Regularly demonstrates behaviors as defined by the credit union's Fundamentals, which are part of the Workers Way culture program.
Education
* HS diploma or equivalent.
Experience
* Five years of collections experience
Knowledge/Skills/Abilities/Competencies
* Knowledge of Collection practices and law, bankruptcy law and court procedures; telephone collection skills; knowledge of COCC computer system and IBS collection package; computer skills.
* Bilingual proficiency preferred
Work Environment:
* This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines.
Physical Demands:
* Able to communicate orally with co-workers and members. Able to operate telephone, computer keyboard and
other office machines that require finger dexterity and repetitive motion. Visual acuity necessary to prepare/inspect documents. Occasional lifting up to 10 lbs., sedentary work, sitting most of the time.
About Workers Credit Union: Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
Benefits:
* Comprehensive medical, dental and vision plans
* Basic life and AD&D insurance, short-term disability and long-term disability
* 15+ days of paid time off (PTO) per year
* Up to 16 hours of volunteer time off (VTO) per year
* 11+ paid holidays
* 401(k) that includes a Safe Harbor Match of up to 4%.
* Tuition Reimbursement Program
* Mental health resources including an Employee Assistance Program (EAP)
* Individualized learning and development programs
EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
$41k-53k yearly est. 19d ago
Temporary Contract Specialist (4-6 Month Contract), Full-Time, Hybrid MA
Digital Federal Credit Union 4.6
Remote or Marlborough, MA job
Schedule Monday through Friday 8a-5p 4-6 Month Contract What You'll Do Summary/Objective: This role will prepare, negotiate, and manage commercial contracts between DCU and third-party vendors and partners. It will also ensure that all contracts comply with legal requirements, company policies, and industry standards. This role requires strong analytical skills, attention to detail, and the ability to work effectively with cross-functional teams.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Draft, review, and negotiate contracts, agreements, and other legal documents.
* Ensure compliance with legal, regulatory, and company policy requirements.
* Analyze contract terms and conditions (consider adding obligations, liabilities, etc if warranted) to identify and mitigate risks.
* Coordinate with internal stakeholders, including legal, finance, vendor management, and procurement teams, to ensure alignment on contract terms.
* Manage contract lifecycle, including amendments, renewals, and terminations.
* Maintain accurate and organized contract records and documentation.
* Provide guidance and training to team members on contract-related matters.
* Stay current with industry trends and legal developments related to contracts and contract law by participating in educational opportunities and reading professional publications.
* Administer contract administration-related processes.
* Identify and implement efficiencies in the contract lifecycle and administration processes.
* Prepare and communicate contract lifecycle reporting and analysis.
* Perform other job-related duties as assigned or requested.
What You'll Need
Qualifications and Experience Requirements:
* Bachelor's degree in business administration, Law, Finance, Supply Chain or a related field.
* 0-2 years of experience in contract management, procurement, or a related role involving drafting, reviewing, negotiating, and managing contracts.
* Strong understanding of and experience with contract law and industry-specific regulations (at the state and federal level)
* Excellent negotiation, analytical, and problem-solving skills.
* Detail-oriented and organized with strong time management skills and the ability to manage multiple contracts simultaneously.
* Proficiency in contract management software and Microsoft Office Suite.
* Strong verbal and written communication and interpersonal skills.
* Ability to work independently and as part of a team in managing internal client relationships and working with external, third-party vendors.
Preferred Qualifications:
* Professional certification in contract management (e.g., CPCM, CCCM, CFCM).
* Prior experience in financial institutions is preferred, especially experience in a contract specialist or contract analyst role.
* Familiarity with legal and regulatory aspects of financial institutions.
What We Do
DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,700 team members, we strive to make DCU a great place to work with an excellent work-life balance and a community that cares.
DCU is an equal-opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to ************** and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.
DCU is not currently offering Visa transfer/ sponsorship for this position.
Expected Pay Range
$30/hr
#INDHI
$30 hourly 26d ago
ASSISTANT HEAD TELLER
Freedom Credit Union 4.2
Springfield, MA job
Responsible for accurately processing financial transactions and being an effective source of information for our customers: in lobby, drive-thru window or by telephone. Provides friendly, professional, confidential and effective assistance to customers and company associates assuring a positive experience and minimizing wait time. Accountable for all cash on premises. Responsible for the training and supervision of tellers and coordination of their duties. Maintains prescribed records and summaries of transactions.
Essential Functions/Position Responsibilities:
· In the absence of the head teller, oversee training and supervise duties of tellers, coordinating their work flow and schedules. Ensure that all tellers handle themselves in a businesslike/professional manner in handling member needs.
· Operate a teller cashbox daily, performing all teller transaction functions. Balance own teller cashbox daily.
· In the absence of the head teller, report all shortages and overages to Branch Officer for review and maintain documentation of these outages. Assist in teller error research and resolution.
· In support of or in the absence of the head teller, order the appropriate amounts and types of cash for the credit union and supply tellers with daily cash, money orders, travelers checks, and other necessary supplies. Maintain proper documentation of all currency received and disbursed.
· Assist in maintaining overall control and accountability for all vault reconcilement including ATM, coin machine, TCR and Main vault. May assist in periodically auditing individual cash drawers of each teller as required by policy.
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Responsible for assisting branch staff in meeting sales and service goals set by management.
·
Ensure security policies and procedures for cash control and employee/member safety are followed. Open and close building in accordance with set hours and tests security equipment monthly.
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Requirements
Experience
1 - 2 years previous financial institution experience preferred. Bilingual highly preferred
Education/Certifications/Licenses
GED preferred.
Interpersonal Skills
Must have excellent interpersonal skills in both dealing with members and colleagues.
Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving and obtaining information, as well as advising or referring, which commonly require shorter discussions.
Salary Description Market Value $23.83
$31k-35k yearly est. 20d ago
Mortgage Risk Analyst I, Full-Time, Hybrid MA
Digital Federal Credit Union 4.6
Remote or Marlborough, MA job
Schedule Monday through Friday 8a-5p What You'll Do Summary/Objective: The Mortgage Risk Analyst I is responsible for performing regulatory compliance tests and analysis of mortgage loans and home equity loans/lines. Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Support the Mortgage Department to develop and maintain an optimized and efficient regulatory program for mortgage loans and home equity loans/lines. * Perform ad hoc quality assurance testing to ensure internal policies and procedures are adhered to within the mortgage lending process. * Track and report the results of testing, providing both technical and functional suggestions to enhance the member experience through the lending process and create efficiencies for mortgage lending personnel. * Work with the Mortgage Risk and Compliance Departments to revise and implement existing and future regulatory needs throughout the mortgage lending and servicing areas. * Work with Mortgage Department leadership on internal and external audit examinations, assisting in the resolution of any outstanding issues. * Responsible for maintaining a mortgage lending compliance program in various areas, such as Fair Lending, HMDA, and TRID. * Assist in the design and implementation of projects and activities to further the growth of mortgage lending at DCU. * Work with Mortgage Risk leadership to develop the Mortgage Department's annual compliance testing plan. * Develop Key Risk Indicators (KRIs) for early warning signs of compliance concerns. * Monitor various indicators of risk - KRIs, QC results, compliance testing results, complaints, risk assessment results, etc., to identify weaknesses and assist in remediating. * Review new products/services for potential compliance concerns; prepare risk assessments. * Maintain knowledge of, and adhere to, the Credit Union's internal compliance policies and procedures. * Provide innovative, detailed, and practical solutions to an extensive range of demanding and complicated problems. * Make recommendations for changes to procedures and documentation. * Create and maintain gap analysis detail reporting. * Manage large data sets, troubleshoot, and develop efficient processes for collecting and aggregating data. * Communicate effectively with team members and Mortgage Department leadership. * Identify issues and escalate as needed. * Perform other job-related duties as assigned. What You'll Need Education and Experience Requirements: * 5-7 years of leadership and related mortgage lending experience * BA/BS Degree * Knowledge of State and Federal compliance regulations * Knowledge of Secondary Market guidelines Additional Eligibility Requirements: *
Technical Skills (word, excel, outlook etc.) * Professional Written and Verbal Communication skills What We Do DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,700 team members, we strive to make DCU a great place to work with an excellent work-life balance and a community that cares. DCU is an equal-opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to ************** and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address. DCU is not currently offering Visa transfer/ sponsorship for this position. Expected Pay Range $30.00 - $33.70 #INDMI
$30-33.7 hourly 26d ago
PT Universal Agent Float
Freedom Credit Union 4.2
Greenfield Town, MA job
Part-time Description
This position is the Member Ambassador for the financial institution with the overall purpose of providing quality and efficiency to members who prefer face-to-face interaction. This position will have a thorough understanding of the member's transaction requirements and be able to effectively communicate all available options to them. They will educate members about our sales and service delivery options and refer the appropriate products and services matching the member's needs. This position will also refer members to the appropriate source or channel to address their need. They will also be responsible for the processing of regular transactions, such as receiving and paying out money, and keeping records of money and negotiable instruments involved in financial transactions in an efficient, friendly and accurate manner. Provides personalized banking services to financial institution members by performing the following duties
Essential Functions/Position Responsibilities:
· Conduct all member account functions, including teller transactions, processing request for new accounts and services, providing counseling and cross selling appropriate products or services to benefit the member and achieve established sales goals, interview members and process applications for all types of credit cards and consumer loans. Review all documentation for completeness and accuracy according to the organizations compliance guidelines. Ensures that the teller cashbox balances on a daily basis. Researches and resolves cashbox errors as necessary.
· Assist with wide variety of member services including; regular account maintenance, Safe Deposit Box maintenance, assist members with account inquiries and reconciliation, manages outgoing wires, ACH transactions and disputes, solve fraud issues, serve as notary public, close accounts, etc.
· Troubleshoot and resolve member and internal inquiries in a timely, professional and accurate manner. Informs and advises member of status or enhancements to current account productivity and suggest resolution on account disputes and other account activity.
· Answer and route telephone calls, take messages, provide information and directs calls to appropriate staff as necessary.
· Contribute to overall success of branch in working towards branch deposit and member goals. Adhere to all service standards set by the credit union.
· Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Requirements
Experience
A minimum of 6 months to one-year previous financial institution experience required including time spent in preparatory position. Bilingual highly preferred.
Education/Certifications/Licenses
A high school degree or GED is required.
Interpersonal Skills
A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with members, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance.
Travel
Float positions require the ability to travel to other branches as scheduling needs require.
Salary Description Market Value $23.83
$32k-39k yearly est. 60d+ ago
PT TELLER
Freedom Credit Union 4.2
Massachusetts job
Responsible for accurately processing financial transactions and being an effective source of information for our members: in lobby, drive-thru window or by telephone. Provides friendly, professional, confidential and effective assistance to members and credit union associates assuring a positive experience and minimizing wait time.
Essential Functions/Position Responsibilities:
· Demonstrate efficiency with financial transactions for checking, savings and borrowing members: receives funds, posts transactions and pays out funds as requested. Issue money orders or official checks, receive currency for coin and verify amounts, cash checks according to written procedures. Verbally confirm intended transactions with member to ensure needs are met and errors are minimal.
· Balance cash drawer daily to ensure accuracy in transactions and notify supervisor regarding any outages. Appropriately apply all policies.
· Research, troubleshoot and resolve member and internal inquiries regarding policies, practices and products.
· Address inquiries on accounts, record amounts and dates of payments and other significant information, check member calculations and validate checks, cash or electronic transactions.
· Assist other departments and branches with transactions as needed; provide support for the department and branch managers in fulfilling member requests.
· Create and maintain a clean, neat, pleasant work environment by maintaining a professional look (i.e. dress, posture, attitude, etc.), positive outlook and behavior toward members and co-workers.
· Contribute to overall success of branch in working towards branch deposit and member goals. Adhere to all service standards set by the credit union.
· Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Requirements
Experience
Six months to two years of similar or related experience, including time spent in preparatory positions. Bilingual highly preferred.
Education/Certifications/Licenses
A high school degree or GED is required.
Interpersonal Skills
A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with members, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature are a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance.
Salary Description Market Value $20.80
$29k-35k yearly est. 30d ago
Information Technology Officer (ITO)
Freedom Credit Union 4.2
Springfield, MA job
To establish, implement, manage, maintain and secure the credit union's information technology infrastructure, including all phases of systems design, applications systems software, hardware, programming, installation, networking, and mainframe operations. Responsible for strategic and technology planning for the credit union. Reviews and evaluates project feasibility studies based on management's requirements and priorities. Ensures all IT systems operate efficiently, securely and in compliance with regulatory standards. The ITO provides technical support to staff, manages the IT staff, oversees vendor relationships, and collaborates with leadership across departments to lead technology initiatives that enhance member service, cybersecurity and operational efficiency.
Essential Functions/Position Responsibilities:
* Implement and coordinate new technologies and computer platforms to meet business needs. Participate in technical projects such as writing equipment specifications or developing computer programs for specified applications. Oversee and/or handle special projects as the business dictates.
* Oversee staff of the Information Systems department, including hiring, scheduling, coaching, training & development and conducting and approving performance appraisals. Provide guidance and support to non-technical staff.
* Consult with all levels of management to determine information requirements to establish boundaries and priorities of new projects and to discuss system capacity and equipment acquisitions. Research and recommend strategies that support the strategic business plan and work with various department managers to implement tactical plans to support the strategic direction.
* Manage relationships with IT vendors, service providers and consultants, monitor service level agreements and manage the credit union's technology budget.
* Maintain IT Equipment inventory, Zoho ManageEngine Service Desk; IT Equipment Deployment and Depreciation Management; Telecommunications; Wi-Fi and Freedom website domain registrations.
* Manage and maintain records for Internet Firewall configurations, remote access activity, change control management for system access across all systems and third parties.
* Establish, adhere to and enforce system security policies and standards Maintain an awareness of all laws, regulations, developments and trends that may affect Information Technology.
* Administer networks, including related security environment and controls. Maintain system performance records and coordinate system upgrades, patches and vendor support activities.
* Manage firewalls, anti-virus, encryption and intrusion detection prevention systems.
* Co-chair annual Disaster Recovery and Business Continuity planning. Periodically test the emergency restoration plan for the company and other applications as deemed appropriate.
* In coordination with the AVP/Information Security Officer (IS O), conduct an independent 3rd party IT/Information Security Audit annually - to include External and Internal PEN testing.
* Provide IT report to the board monthly to include patch management status; system uptime status; IT project status, and miscellaneous IT updates.
* Develop, maintain all information technology policies, procedures and user manuals.
* Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Requirements
Experience
A minimum of ten years of experience is required, including time spent in preparatory positions.
Education/Certifications/Licenses
Bachelor's degree in Information Technology, Computer Science or related field.
Relevant certifications (e.g. CISSP, CISM, CISA) strongly preferred.
Project management experience and certifications strongly preferred.
Interpersonal Skills
This position requires a significant level of expertise, credibility, influence and trust. Proficiency in developing and delivering material presentations on complex topics can be important to fulfilling the responsibilities of the position.
Other Skills
Proficient in Windows Server, Active Directory, Microsoft Office, and network management.
Will be required to work outside of scheduled hours to respond to pertinent position issues.
$80k-106k yearly est. 40d ago
Online Services Advisor
St. Mary's Credit Union 3.8
St. Mary's Credit Union job in Marlborough, MA
Are you looking for a career that is exciting, challenging, rewarding and allows you to make a difference in your community?
At St. Mary's, we are more than just a financial institution: we are also a trustworthy member of the community we serve. As a not-for-profit organization, our purpose is not to take money from our members - but to actually provide a safe and secure place for them to keep and invest their assets. After all, our members are also the owners of the credit union!
Looking for development opportunity and career progression? Our growing Member Solutions Center is the place to be! We are looking for motivated, problem solvers to join our contact center team. As an Online Services Advisor at St. Mary's Credit Union, you will use your critical thinking and problem-solving skills to their fullest to help our neighbors meet their financial goals.
Why you'll love St. Mary's.
Great Benefits - medical, dental, vision and more!
Weekly Pay
Employee Discounts
Active in our communities through multiple volunteer opportunities.
Opportunity to work from home 1 - 2 days per week
Why you'll love the Member Solutions Center
Team atmosphere - Everyone's working towards the same goal.
New learning opportunities every day.
Leadership that cares about you, not just the job you do.
Feel good about the work you do.
Fast paced environment - Your days will fly by.
Summary
Under the direction of the Online Services Supervisor, the Online Services Advisor is responsible for completing various activities such as enrollments, troubleshooting, research, and day-to-day support of all Digital Banking products including, but not limited to consumer or business online banking, mobile banking, online account opening, mobile deposit, online bill pay, Zelle, and ATM/Debit cards. Provides a full range of professional, technical, and general support to customers and SMCU personnel via phone, email, and chat in conformance with established Credit Union policies and procedures.
Essential Job Functions
Be a Digital Banking expert at SMCU, including knowledge of processes, systems, policy, and procedures.
Supports consumer and business online and mobile banking, bill pay, person- to-person payments, business ACH and wires, and eStatements, as well as participates in the implementation of emerging technologies.
Maintains ownership of delivering a consistent and exceptional member service experience to visitors and members via live chat, SMS's, email, and other digital applications. Resolve customer complaints and issues promptly and communicate all customer service-related issues/problems to management.
Processes Digital Banking reports and performs manual clean-up of data (inactive profiles, eStatement changes, removing closed accounts from Bill Pay, Zelle, etc.)
Support pipeline of new deposit account applications submitted via online/mobile account opening system adhering to member identification processes. Adopts responsibility for establishing new accounts and product/service fulfillment.
Responsible for working with the Security & Fraud staff to identify, investigate, perform member outreach or suspend any electronic payment transactions identified.
Processes sales and service calls transferred by other Member Solutions Center representatives.
Maintains effective knowledge of all SMCU products and services in order to grasp opportunities to upsell products/services when they arise to meet member needs and expand their overall relationship with SMCU.
Meet or exceed individual and team qualitative and quantitative goals.
Attend/complete ongoing training to improve knowledge and performance level.
Understand and adhere to SMCUs risk and regulatory standards, policies and controls and keeps current of regulatory, compliance and industry developments. Identify risk-related issues needing escalation to management.
Ensure the security and confidentiality of all account and related information and for ensuring that completed work complies with all applicable laws and regulations.
Other Duties
Attend staff, departmental, and other required meetings and trainings.
Travel to client or prospect locations, conferences, or other professional development and networking events.
Provides service to our membership communities by actively volunteering time to local civic and charitable organizations.
Other duties as assigned.
Qualifications, Experience, and Education
High School diploma or GED plus specialized coursework in retail services.Minimum of two years' previous loan, banking, or financial services experience in a customer support role is required.
Ability to utilize various types of office equipment, including computer terminals, and navigate multiple computer applications
Strong written and verbal communication skills in a fast-paced environment, impeccable attention to detail, strong organizational skills, and the ability to handle confidential and sensitive information are required
Must show ability to perform detailed functions quickly and accurately with customer focus and adaptability to different personality types with high energy; proven ability to effectively multitask in a fast-paced environment.
Bilingual and fluent in English and Spanish or Portuguese is preferred (written and verbal).
Computer and Equipment Skills
Foundational skills in various desktop and mobile application platforms and operating systems, including Microsoft Windows, Apple Safari, Android, iOS, and Chrome.
Use of Outlook email and calendaring.
Strong skills with Microsoft applications which may include Outlook, Word, Excel, PowerPoint, Access and/or other web-based applications. May produce complex documents, perform analysis, and maintain databases.
Proficient in collaboration platforms such as Microsoft Teams, Cisco Webex, and ZoomAbility to navigate at an advanced level within web-based applications.
Competencies
The competencies of adaptability, accountability, improvement and innovation, collaboration, communication, job knowledge, customer (internal and external) service, organizational awareness, and self-development are the knowledge, skills and abilities required for the position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work Environment
Usual office working conditions with absence of most disagreeable conditions and with occasional exposure to noise.
Physical Demands
While performing the duties of this position, the individual is required to use hands, handle and feel objects, tools or controls; reach with hands and arms; talk and hear. The individual frequently is required to stand, walk and sit. The individual is occasionally required to stoop, kneel, crouch or lift up to fifteen pounds. Specific vision abilities required include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
We are proud to be an EEO/AA employer M/F/D/V
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St Mary's Credit Union may also be known as or be related to ST MARY'S CREDIT UNION INC, St Mary Credit Union, St Mary's Credit Union and St Marys Credit Union Inc.