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United Heritage Credit Union jobs - 72 jobs

  • Mortgage Loan Originator

    United Heritage Credit Union 3.9company rating

    United Heritage Credit Union job in Austin, TX or remote

    will be fully remote within the Austin, TX metro area. . We are looking for a Mortgage Loan Originator to work exclusively with us as our Texas Mortgage Lending (TML) partner. You will be highly skilled in outside mortgage sales and have a passion for delivering the highest level of member service with a desire to be extremely successful in a competitive sales environment. This is a commissioned outside sales position responsible for loan production, while satisfying borrower's mortgage financial needs, and meeting individual, department and organization goals. The majority of your time will be spent in the field meeting with potential clients, referral sources, realtors and business prospects at their homes and places of employment, or in other settings outside of the office environment, with the purpose of generating loans within their market area. What You Will Do Each Day Make sales calls and develop relationships within the community to attract new mortgage applications, specifically with real estate agents, builders and title companies. Counsel borrower on Credit Union loan programs and pricing through knowledge of key lending concepts in order to provide guidance on the best loan product to meet their individual needs. Negotiate terms and conditions as permitted by policy to ensure customer satisfaction and receive borrower commitment. Secure accurate and complete loan applications and gather all necessary documentation in order to process mortgage loans and verify that the agreed upon terms meet the terms of qualification. Discuss rate options with borrower and lock loans in accordance with rate lock pricing and policies. Respond to borrower inquiries in a timely manner. Ensure that we deliver on our commitments by keeping borrower updated on the process from application through settlement. Communicate with buyer and seller realtors throughout the loan process to develop strategic relationships with realtor contacts. Communicate with Operations personnel to ensure satisfaction of required documentation to ensure timely loan closing. Maintain working knowledge of all loan products and pricing. Provide clear expectations to set a sense of urgency with the borrower and all parties involved in the loan transaction. Maintain in-depth knowledge of programs, policies and procedures as well as pertinent regulations and compliance issues. Maintain a clean pipeline of committed borrowers. Additional duties as assigned. What Skills and Knowledge You Need: Excellent sales and service skills in a direct to consumer sales environment. Strong work ethic. Aptitude for learning. Working knowledge of mortgage loan underwriting concepts, techniques, terminology, loan products and regulatory guidelines. Ability to build and develop a network of referral sources (realtors, title companies, industry professionals). Demonstration of effective sales techniques, referral generation and pipeline production. Strong analytical skills and ability to make lending decisions and translate guidelines. Strong organizational and time management skills. Ability to manage multiple priorities and meet deadlines in a fast-paced environment. Strong written and verbal communication skills. Ability to work independently and as a team. Excellent negotiating and problem-solving skills. Proficient in Microsoft Office products (Word, Excel, Outlook). General knowledge of income/asset documentation and calculations. Must be able to handle borrowers and third-party vendors in a professional manner. Encompass or similar LOS experience preferred. Bilingual (English/Spanish) highly desired. Education and Experience: Accredited Bachelor's degree or some college coursework in Business Administration, Finance, Real Estate, or other related field is preferred. Minimum of 3 years of real estate lending experience. A knowledge of Conventional (Fannie Mae, Freddie Mac), Government (FHA, VA), and Texas Home Equity lending or an equivalent combination of experience and training which provides the required knowledge, skills and abilities. Outside Sales and Marketing experience in Real Estate industry preferred. Licenses: Must have the ability to obtain a NMLS license with in the first 30 days of employment. Must not be on an agency watch list or banned list to include but not limited to HUD, FNMA, FHMC or NCUA. Demonstrated ability to be self-motivated, solution-focused, customer service driven, with high level of ownership and accountability. About United Heritage Credit Union: The Credit Union was established in 1957 as an Austin-based credit union, and over 65 years later we continue to serve communities in Central Texas, Austin and Tyler communities, as well as those that live in the rest of Texas through TXCC membership. Through innovative technology, exemplary service standards and competitive products, United Heritage continues to be a strong force in the credit union industry. UHCU has over $1.6 billion in assets, more than 78,000 members, 10 branch locations, and approximately 260 employees. We are a full-service financial institution whose vision is "To be your primary financial institution." Being part of our credit union means being part of our community. UHCU Offers: Competitive Benefits Package 401(k) options (Pre-Tax and/or Roth) Generous paid time off (PTO) Education Reimbursement Program Opportunity to Advance! Important Note: We take hiring very seriously. Interviewing at UHCU may include phone interviews, as well as 1st & 2nd round interviews. We are unable to follow-up with each and every applicant, but we do our best to run a thorough process for candidates whom we identify as a potential fit. We will be sure to contact you if that is the case!
    $37k-48k yearly est. 17d ago
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  • Facilities Maintenance Technician

    United Heritage Credit Union 3.9company rating

    United Heritage Credit Union job in Austin, TX

    Under the direction of the Facilities Manager, the Facilities Maintenance Technician is responsible for performing highly diversified duties to install, troubleshoot, repair and maintain facilities and their respective assets for all United Heritage Credit Union locations according to safety and operational guidelines in accordance with National, State, Local, and United Heritage standards. This includes, but is not limited to, servicing and/or coordinating service for equipment, responding to facility maintenance requests through an internal ticketing request system and performing scheduled preventative maintenance on assets. As a Facilities Maintenance Technician with UHCU you will: Be responsible for responding to maintenance facility tickets submitted to through the internal ticketing system including updating tickets with comments and progress updates, time to completion, cost, and any other pertinent information as work is performed. Oversee the maintenance of equipment utilized in branch operations. Serve as first responder to requests for maintenance, resolve issues when possible and coordinate the scheduling of repairs with the Facilities Manager and Branch Operations Department as deemed necessary. Respond to requests for building and grounds maintenance, office relocations, and communicating maintenance issues and their resolutions. Resolve maintenance and technical issues when appropriate and coordinate scheduling of repairs with appropriate management authority. Responsible for monitoring and maintaining branch security equipment to include but not limited to alarm panels and motion & door sensors. Responsible for identifying, reporting and resolving safety issues at all UHCU facilities. Comply with safety regulations, wear appropriate Personal Protective Equipment (PPE), maintain clean and orderly work areas, and report and record issues to management and within the Work Order management system. Perform minor electrical repairs such as replacing fixtures and switches. Assess electrical issues such as power outages and tripped circuit breakers, and conduct initial diagnostics to determine corrective actions. Perform regular preventive maintenance and respond to maintenance requests on machines, equipment and facilities to ensure that systems are functionally operational. Responsible for providing a high level of customer service to maintenance requestors. The Facilities Maintenance Technician is expected to maintain professional relationships with vendors, delivering a professional image of the Credit Union and working cooperatively with others within the organization. Respond to emergency conditions related to building / branch issues including but not limited to plumbing, building access, water and/or inclement weather damage, and power or equipment outages. Assist with UHCU event setup, breakdown, and deliveries. Professionally represent UHCU in our community. Travel between multiple locations is required and work after hours may be needed in order to complete routine maintenance and emergency maintenance. Support the operations of United Heritage Plaza headquarters. Maintain general knowledge of key operating systems, including but not limited to Security, BMS (building management system), Fire systems, water, electrical, elevators, generator, lighting, and building access. Responsible for safely operating and maintaining UHCU company vehicle(s) as defined and directed by the Facilities Development Manager and adhering to the UHCU Vehicle Policy. Perform repairs to drywall and painting as required. Complete other duties and projects as assigned. Education and Experience High school diploma or GED required. Trade school/technical training or equivalent combination of education and experience required. Minimum three years facilities / technical maintenance experience. Experience with banking equipment preferred. Must have a valid driver's license and excellent driving record that will allow car insurance coverage at a "normal" risk rate for provided company vehicle. Driving record will be researched. Additional Qualifications Ability to communicate and collaborate effectively in a professional manner with members, co-workers, vendors, general public, and people with various professional backgrounds. Ability to remain calm, patient, objective, and professional when presented with complex or uncertain situations. Strong mechanical aptitude. Ability to perform tasks including, but not limited to, carpentry, plumbing, electrical, drywall, and painting. Must be familiar with and use hand and power tools common to the skills listed and know safety standards specific to the use of hand and power tools. Ability to lift up to 60 lbs. Must be able to work evenings and Saturdays as required for on-call support. About United Heritage Credit Union: The Credit Union was established in 1957 as an Austin-based credit union, and over 65 years later we continue to serve communities in Central Texas, Austin and Tyler communities, as well as those that live in the rest of Texas through TXCC membership. Through innovative technology, exemplary service standards and competitive products, United Heritage continues to be a strong force in the credit union industry. UHCU has over $1.6 billion in assets, more than 78,000 members, 10 branch locations, and approximately 270 employees. We are a full-service financial institution whose vision is "To be your primary financial institution." Being part of our credit union means being part of our community. UHCU Offers: Competitive Benefits Package 401(k) options (Pre-Tax and/or Roth) Generous paid time off (PTO) Education Reimbursement Program Important Note: We take hiring very seriously. Interviewing at UHCU may include phone interviews, as well as 1st & 2nd round interviews. We are unable to follow-up with each and every applicant, but we do our best to run a thorough process for candidates whom we identify as a potential fit. We will be sure to contact you if that is the case!
    $34k-41k yearly est. 1d ago
  • Call Center Rep - Spanish Bilingual Preferred

    A+ Federal Credit Union 4.3company rating

    Harker Heights, TX job

    Job Type: Full-Time Exemption Type: Non-Exempt Wage Amount: $19.50 hourly minimum Join a wonderful team and work for an growing organization with a one-team spirit and where every voice matters! All Contact Center Consultants are eligible for incentives of up to $400 per month. The incentives will be payable so long as the Contact Center Consultant is employed by A+ Federal Credit Union in the Contact Center on the payment dates referenced above. The incentives are subject to required and authorized taxes, withholdings and deductions. (Work from home eligibility after 90 days, upon manager approval.) Are you ready for something new? Our Contact Center Consultants are the first responders for the Credit Union and work together in a One-Team Many-Voices environment. Through communication, training, and continued learning/development, you will be able to assist members with questions associated with many areas of the organization. Many of our consultants move on to become supervisors and/or work in other areas of our credit union. Its a wonderful place to build a solid understanding of our organization and to serve our membership! Join our team of professionals who are ready to assist, guide, and educate members to enhance their overall financial well-being. This is a great way to start your financial services career! Wage Amount $19.00/hr +$1.00/hr Call Volume Premium + Potential $2,400 Annual Incentive Bonus + Potential 4% Annual Company Bonus Apply today to be the voice of A+ Federal Credit Union! Essential Functions for Level I * Answer all incoming calls within the established ring time goal * Ensure proper identification of members using Security PINs or approved security questions prior to releasing information or conducting transactions * Staying apprised of any phone, check or debit card scams to identify potential loss or fraud on every call * Use pleasant, professional voice, and good listening skills to enhance service * Assist members with loan inquires, which may include, payoff request, rate information, processing payments, establishing automatic transfers and payment history details * Educate/advise members on questions relating to accounts, rate information, product or service requests, and/or error resolutions after completing any necessary research * Promote and maintain quality internal service at all times in order to cultivate relationships with departments and branches to develop a team atmosphere within the Credit Union * Attain and maintain knowledge of all credit union products and services * Inform existing and prospective members of current promotions and new or updated products/services * Utilize online account opening system to open various types of accounts for members, offering products/services in order to increase services per retail household * Answer questions regarding cleared items, direct deposits, and various types of transactions on accounts * Place applicable types of stop payments following appropriate procedures * Be knowledgeable of regulation requirements as applicable to debit card holds, pending transaction processes, opting members in and out. Ability to explain requirements to the members * Assist members with trouble shooting and resolving issues by accessing members online activity and resetting or unlocking logins * Prepare and submit all wire transfer requests following appropriate procedures * Use DocuSign system to securely send appropriate requested documents to members for completion * Use internal software to review and create copies of cleared items as requested * Handle adjustments to credit union Member Rewards program * Answer inquiries regarding funds availability/check holds and releasing holds within approved limits * Handle debit card requests for ordering, blocking, and travel notifications * Make fee reversal decisions within approved limits * Expected to reach and maintain a minimum of 75% success in established sales goal referrals and 80% success in quality assurance monitoring * Complete required assignments for Level I * Perform other duties as required or assigned Miscellaneous * Schedule and conduct monthly individual dialogs with Manager * Assist with department projects, as assigned * Participate in outside credit union sponsored activities and community/education events to increase credit union awareness * Perform other duties as required or assigned. * For more information about our hiring process and benefits, click the following link:
    $19.5 hourly 15d ago
  • Client Relationship Manager

    Security Service Federal Credit Union 4.6company rating

    San Antonio, TX job

    Provides administrative support to include answering multi-line phone system, maintaining department records and credit union corporate records for various audits, investor application packages, and annual investor re-certifications and assists with vendor due diligence activities. Composes correspondence to internal and external recipients, oversees incoming mail distribution, and supports outgoing courier needs. Prepares various production reports and graphs for board presentations, department meetings, and standard departmental month end reports. Arranges appointments, schedules meetings, and maintains departmental calendars. Assists in updating procedural manuals and business continuity planning materials. Manages all incoming invoices, verifies their accuracy and budget limitations, and ensures prompt and timely payment. Orders supplies, subscriptions and maintains office equipment. Completes any other job related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization's Values. High school diploma or equivalent. Minimum of three (3) years of administrative experience preferably in a financial institution. Strong understanding of financial / lending terminology. Excellent written/verbal business communication skills, advanced knowledge of grammar with a strong attention to detail. Advanced knowledge of Microsoft Office software (Word, Excel, PowerPoint, Outlook, and Access).
    $67k-80k yearly est. 25d ago
  • Insurance Sales Producer

    Security Service Federal Credit Union 4.6company rating

    San Antonio, TX job

    Responsible for prospecting, quoting, and selling Personal Lines insurance products to SSFCU members and non-members by interacting professionally and communicating in a positive manner at all times while exceeding expectations. Must meet and/or exceed individual sales goals established by leadership on a consistent basis. Must meets call volume standards, timeliness, and adherence metrics. Every day job functions must be met with quality and integrity at all levels. Manage multiple inbound and outbound lead opportunities on a regular basis and holds themselves accountable for timely interaction with members without close supervision. Prequalifies prospects for insurability and quality of risks. Recommends coverages, completes and submits applications and related documentation to appropriate markets. Executes follow-up as appropriate. Prepare insurance proposals from multiple carriers using an automated rating system and interacts with members in answering questions while ensuring appropriate coverage is offered so the insured's needs are adequately protected. Develop relationships with members by reviewing missed opportunities on unsold leads to completing the sales process with accuracy. Completes any other job related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization's Values.
    $38k-43k yearly est. 12h ago
  • Assistant Branch Manager II

    A+ Federal Credit Union 4.3company rating

    Pflugerville, TX job

    Job Type: Full-Time Exemption Type: Exempt Wage Amount: $59,423 annual minimum Great opportunity to be an Assistant Branch Manager at A+ FCU! A+FCU is growing and we are looking for the right candidate to assist with the operation of our San Marcos Branch. Your primary role is to be responsible for the operational and administrative functions of the branch, including day to day supervision of staff and member resolution. In addition you will monitor and ensure compliance with regulatory standards and maintain a strong working knowledge of all services and operations of the credit union. Essential Functions Employee Management Assist the Branch Manager in the supervision of the branch employees by overseeing the daily operations of the branch, completing observations, coaching employees and providing input on hiring, terminations and evaluations. Implement/monitor branch schedule for maximum productivity, service and overtime control. Assist Branch Manager in meeting/exceeding established branch goals. Direct workflow assignments for Member Services Officers I, II, or III. Update timekeeping and payroll. Branch Support Perform Safe Deposit Box functions as needed (if applicable). Assist members with account/product inquiries as needed. Conduct branch sales or training meetings as needed. Consistently meet/exceed individual goals established for the achievement of increasing retail services per household. Resolve problems, assist with complex transactions presented by members or staff. Provide Notary Public services and Medallion Signature Guarantees as needed. Maintain ongoing working knowledge of policies/procedures. Vault responsibilities as needed. Oversee balancing, processing and transmission of cash letter (Branch Capture). Provide ATM Operations assistance in balancing and troubleshooting (if applicable). Administer supervisory overrides/check approvals. Oversee branch opening/closing duties. Miscellaneous Duties Ensure branch regulatory compliance. Evaluate/report any maintenance or equipment needs. Participate in Community Education and Business Development events. Assist at other locations as needed. Travel to training/meetings/other branches as required. For more information visit our Careers Page at: ***************************** Job Requirements Education and Experience High school diploma or G.E.D equivalent required Bachelor s Degree in business related field preferred Four years of financial institution experience required Two years of supervisory experience required Knowledge in teller/vault, new accounts, Safe Deposit Box and product knowledge Knowledge of Financial Institution Policies/Procedures and Products/Services (Credit Union preferred) Microsoft Office product knowledge Must obtain Notary Public & Signature Guarantee certification within first six months Physical Functions Must have the ability/stamina to work at least 40 hours a week Will frequently reach, feel, bend, stoop, carry, finely manipulate and key in data Must be able to communicate heavily through telephone, e-mail and in-person
    $59.4k yearly 12d ago
  • Teller/Banker (SW Military)

    Security Service Federal Credit Union 4.6company rating

    San Antonio, TX job

    As a Teller/Banker, you will often deliver the very first impression of the credit union to our members (credit union lingo for customers). You will become an expert and champion of Security Service products and services to help our members reach their financial goals. You will build and nurture long-lasting relationships by promoting our checking and savings accounts, loans, credit cards, and insurance services, to name a few. You will only offer products and services that meet our member's needs and contribute to their financial success. You will be a team player and support the credit union in becoming America's Best by meeting sales goals, proactively identifying cross-sell opportunities, and educating members on digital services available to them. You will provide "universal" service and will be cross-trained in both teller and banker functions to better serve our members. This means additional learning and growth opportunities for you! Completes any other job-related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization's Values.
    $36k-41k yearly est. 12h ago
  • Indirect Loan Processing Supervisor

    A+ Federal Credit Union 4.3company rating

    Austin, TX job

    Job Type: Full-Time- Remote Exemption Type: Exempt Wage Amount: $59,423 yearly Minimum Primary Functions The primary purpose of this position is the operational oversight of A+ Federal Credit Unions indirect loan processing department. As part of the lending leadership team, this role will be responsible for ongoing process improvements, supporting indirect program management, and fostering a success-driven team environment. The Indirect Loan Processing Supervisor will also lead departmental projects, maintain operational procedures, serve as a point of contact for dealerships and third-party partners, and collaborate with stakeholders across the credit union to drive indirect program success. Employee Management * Supervise the daily operations of the Indirect Processing team, including scheduling, hiring, training, coaching, time keeping, and payroll. * Update team timecards and monitor accrued leave as needed. * Provide support and development dialogues for the Indirect Processing team. * Schedule and coordinate team huddles, department dialogs and individual dialogs with staff. * Maintain ongoing team training and career development plans including product knowledge, departmental cross-training, and applicable regulatory compliance. * Complete employee performance observations and evaluations, including promotion recommendations or corrective actions, as needed. Departmental Support * Monitor and manage the indirect processing queues and service level agreements with members, dealerships, and other indirect partners. * Collaborate with consumer lending leadership to develop cross-training plans, metrics, productivity expectations, service level standards, tracking/reporting and production scorecards for the Indirect Processing team. * Manage the monthly dealer reserve process, including reports, balancing and dealer notifications. * Foster a positive environment of communication and feedback with internal departments, dealers and other indirect partners. * Resolve disputes and escalations from members and dealers, and any other service-related issues. * Assist Collections and lending leadership with collections, repossessions, and buyback situations for indirect loans. * Complete overrides and approvals as needed, within established policies and procedures. * Support the Indirect Processing team with processing, funding, and resolving funding issues as needed. Program/Project Support * Assist consumer lending leadership with managing indirect programs and partnerships, monitoring product origination and portfolio performance, and developing data-driven strategies to meet established goals. * Support department and business unit projects, create project plans and change requests, lead project meetings, and manage communication with stakeholders and project team members. * Access and utilize available data to build/maintain production reports for Indirect Processing team activities, product or vendor performance. Miscellaneous * Participate in departmental planning and budgeting for staffing and future initiatives. * Assist with loan applications for A+FCU employees as needed. * Collaborate, create and update department related procedures. * Assist with system administration duties, including adding and removing employees from third party websites and systems. * Schedule and conduct individual dialogs with direct manager monthly. * Participate in outside credit union sponsored activities and community/education events to increase credit union awareness. * Perform other duties as required or assigned. Education and Experience * High school diploma or GED equivalent required. * Bachelors degree preferred. * Three years consumer lending experience required, including vehicle loan processing. * One year supervisory experience required. * Experience with solar and/or merchant loan processing preferred. Knowledge, Skills & Abilities * Advanced knowledge of consumer vehicle loan products, programs, policies/procedures, and fraud prevention. * Advanced knowledge of indirect processing, funding, documents, titling, and workflows for dealership purchases and refinance aggregators. * Strong working knowledge of consumer underwriting concepts such as credit scores, loan to value, and other underwriting ratios. * Demonstrated team leadership and/or coaching abilities. * Excellent verbal and written communication skills. * Intermediate math/accounting skills, analytical and data entry skills. * Strong organizational skills and attention to detail. * Problem solving skills, including dealing with potential conflict. * Ability to work independently and as part of a team, with flexibility to adapt to change. * Intermediate MS Office suite experience. Physical Functions * Must have the ability/stamina to work at least 40 hours a week * Will frequently reach, feel, bend, stoop, carry, finely manipulate and key in data * Must be able to communicate continuously through telephone, e-mail and in-person communications * Must be able to engage in problem-solving skills to help identify and solve potential issues in the field Types of Decisions Made Independently * Procedures/actions that are outside of this roles approval limits. * Situations outside A+FCUs policies and procedures.
    $59.4k yearly 60d+ ago
  • Mortgage Servicer III

    A+ Federal Credit Union 4.3company rating

    Austin, TX job

    Job Type: Full-Time- Remote Exemption Type: Non-Exempt Wage Amount: $25.39 hourly Minimum Primary Functions The primary purpose of this position will be to provide exceptional service to internal and external members and to assist with maintaining the daily operations of the Mortgage Servicing team. Under general supervision and in accordance with established policies and procedures, this role will be responsible for ensuring that all serviced mortgage loans comply with legal requirements, lending regulations, internal policies and procedures and adhere to all servicing requirements. Team Leadership and Development * Support the daily operations of the Mortgage Servicing team, including scheduling, training, performance coaching, and providing recommendations for promotions or terminations to the supervisor. * Serve as a Subject Matter Expert (SME) for all mortgage loan servicing functions, offering guidance and developmental support to team members. * Conduct and document coaching sessions in collaboration with the mortgage servicing leadership to promote continuous performance improvement. * Partner with mortgage servicing leadership to deliver training on servicing functions, quality control standards, product knowledge, lending guidelines, and regulatory compliance. Operational Support * Respond to inbound member and third-party calls regarding mortgage loan servicing inquiries, resolving complex member issues and escalations promptly and professionally with adherence to policy. * Perform overrides and approvals within established guidelines, ensuring compliance with internal policies and procedures. * Process and distribute all incoming mail from branches and external sources, ensuring timely handling and routing. * Execute servicing functions including tax and insurance maintenance, payoff requests, lien releases, payment processing, account updates, and issue resolution. * Manage internal posting of member payments and escrow account transactions with accuracy and efficiency. * Assist in organizing internal and external member inquiries regarding mortgage servicing with a goal of streamlining request channels and enhancing the tracking/monitoring of service volumes and performance metrics. * Assist in the development and maintenance of servicing procedures for multiple GSEs/investors, including FHLB, FNMA, FHLMC, GNMA, and FHA/VA/USDA programs. * Collaborate with the mortgage servicing leadership team and Mortgage Quality Control Analyst to establish and implement quality control standards, policies, and procedures that meet internal and investor requirements. * Provide assistance to the Collections team in servicing delinquent mortgage loans, including loan modifications, foreclosures, repossessions, Real Estate Owned (REO) properties, and asset disposition. * Partner with cross-functional teams to enhance the overall member experience. Project & Process Improvement Support * Identify process improvement needs for Mortgage Servicing to streamline, automate, and enhance servicing workflows with a strong focus on improving member experience and operational efficiency. * Participate in process improvement efforts focused on mortgage servicing with cross-functional teams throughout the organization. * Collaborate with mortgage product owners and cross-organizational business units to execute strategies around GSE/investor programs, product and system enhancements, and digital mortgage servicing functionality. Miscellaneous * Assist with servicing functions for A+FCU employee loans. * Assist with system administration duties, including adding and removing employees from third party websites and systems. * Assist with funding as needed. * Schedule and conduct individual dialogs with direct manager monthly. * Participate in outside credit union sponsored activities and community/education events to increase credit union awareness. * Attend all meetings and complete training classes as required. * Maintain member confidentiality. * Perform other duties as required or assigned. Education and Experience * High school diploma or GED equivalent required. * Bachelors degree preferred. * Three years mortgage servicing experience required. * Three years home equity servicing experience preferred. * One year supervisory experience preferred. Knowledge, Skills & Abilities * Strong knowledge of mortgage servicing, sub-servicing, escrow processing, taxes, and insurance. * Strong knowledge of federal and state regulations including ECOA, Truth in Lending, FDCPA, SCRA, FCRA, RESPA, Fair Housing, HMDA, and Texas home equity laws. * Working knowledge of secondary market, FHA/VA, FNMA, Freddie Mac, FHLB, and other GSE/investor products. * Advanced knowledge of lending systems such as MeridianLink, Symitar/Quest, Q2, and DocuSign. * Working knowledge of operational, internal and security controls applicable to mortgage servicing. * Demonstrated team leadership and coaching abilities. * Excellent written and verbal communication skills. * Intermediate math/accounting skills, analytical and data entry skills. * Strong organizational skills and attention to detail. * Problem solving skills, including resolving escalations. * Ability to work independently and as part of a team, with flexibility to adapt to change. * Intermediate MS Office suite experience. Certifications/Registrations This position requires registration as a Mortgage Loan Originator (MLO) with the Nationwide Mortgage Licensing System (NMLS) and Registry on an annual basis in addition to maintaining updates as needed. Initial registration is required immediately upon hiring into this position. Failure to register or maintain a current registry, or any criminal activity that would bar continued participation as an MLO may result in disciplinary action, up to and including termination of employment. Physical Functions * Must have the ability/stamina to work at least 40 hours a week. * Will frequently reach, feel, bend, stoop, carry, finely manipulate, and key in data. * Must be able to engage in problem-solving skills to help identify and solve potential issues in the field. * Must be able to communicate heavily through telephone, e-mail and in-person communications. Types of Decisions Requiring Supervisory Approval * Situations outside of approval limits. * Situations outside of A+FCU policies and procedures.
    $25.4 hourly 60d+ ago
  • Social Media Manager

    Security Service Federal Credit Union 4.6company rating

    San Antonio, TX job

    The social media manager is a passionate brand champion that fosters engagement, real-time member interactions and user-friendly memorable content that changes the game in social media. This role will oversee the Security Service brand efforts across our social media channels, develop social media strategies, define KPIs, define channel strategy recommendations, recommend tracking and analytics solutions, weigh in on the optimization of creative executions and create roadmaps that capitalize on all our social media acquisitions efforts both paid and organic. A real champion of lowering CPA, this person will be responsible for developing Go to Market Sales Spikes campaigns for revenue gains, while driving long term audience growth and sustainable brand love. The ideal candidate thrives in fast paced environments and is ready to take charge in all things social media and will lead important decisions like: • Social Media Channel strategy and Presence (Facebook, Instagram, X/Twitter, TikTok, YouTube, Vimeo, etc.). • Define Audience, Targets and Segmentation strategies by channel. • Manage all the posting and interactions across all Social Media channels (responses, listening, reporting and posting). • Advice on best-in-class tactics that strengthen Security Service as a loved and high recall brand • Define Engagement and Acquisitions Goals and Benchmarks. • Provide insight into Content Themes, Product Stories and Messaging Streams. • Develop the posting and sharing calendars and cadence. • Provide analysis of performance reports and metrics for all the Security Service social media channels. • Provide real time strategy adjustments for optimizing engagement and CPA's. • Inform the optimization of creative as needed. • Provide social media trends and competitive landscape observations that can be leveraged by the brand team creating the content. • Provide the creative brand team with a deep understanding of consumer needs and insights that can help drive social media tactics to position us as the best credit union in America.
    $50k-59k yearly est. 12h ago
  • AR Operations Analyst

    Security Service Federal Credit Union 4.6company rating

    San Antonio, TX job

    As part of the Operations Team, The AR Operations Analyst will track historical trends, re-evaluate strategy, create performance reporting, and develop best business practices and areas of adjustment to maximize collection efforts. Provide real-time monitoring via available tools (Genesys WEM, Emite, etc. ) and workforce management techniques to make intra-day adjustments in an effort to maximize resource efficiency and achieve service level goals / business objectives. Perform continual analysis of current performance (noting recent historical trends) and conduct real-time re-forecasting to make necessary adjustments in staffing plans and coordinate with interdepartmental teams to achieve service level goals / business objectives for a multi-site operation. Maintain constant communication with leadership teams to coordinate needed staffing adjustments based on current and forecasted results. Generates and evaluates staffing schedules and ensures data updates into scheduling system. Provide daily/intra-day performance reports to leadership team. Other related duties as assigned. Works closely with the Asset Recovery leadership team to accomplish SSFCU objectives. Ensures agent productivity by handling call volume, staffing, and scheduling adherence for the Asset Recovery Call Center locations. Monitors closely with the lines of business and the rest of the strategy team to meet service level objectives. Responsible for the day-to-day administration and monitoring associated with technology applications, a predictive dialer system, and assists in the planning, implementation, maintenance, and monitoring of all dialer systems. Responsible for campaign maintenance, the upkeep, and changes to the dialer systems, and coordinating changes with Asset Recovery Collections Manager, Senior Management, and ET. Ensures that all workforce management tools, and other operational processes are maintained and productive. Able to troubleshoot system related issues, understanding all business rules and configurations. Researches, identifies, and escalates ideas and proposals for more effective calling missions. Prepares and distributes various reports and reports successes or failures. Defines and reports on metrics to measure performance activities, addressing, and correcting deficiencies where necessary.
    $39k-44k yearly est. 12h ago
  • Commercial Portfolio Manager II

    Security Service Federal Credit Union 4.6company rating

    San Antonio, TX job

    Under limited supervision will manage and service a portfolio of assigned commercial loans ensuring overall portfolio performance and asset quality remains strong including timely covenant testing and completion of periodic annual reviews. The portfolio manager will ensure early identification of risk in the credit through review of gathered documentation. Analyzes financial statements, industry risks, collateral, credit structure for possible deterioration in the overall credit risk profile of the borrower. The Portfolio Manager II will be expected to review loan documents comparing them to the approved CAM to ensure loan documents are executed in accordance with the CAM and loan policy. A Portfolio Manager II, under supervision of a Portfolio Manager III or Supervisor will make appropriate recommendation for an upgrade or downgrade to ensure timely risk rating of the credit. Prepare CAR/Watch Reports for credits that are risk rated Pass Watch, participate in CAR/Watch meeting(s). Tests covenants of assigned credits to ensure adherence with financial covenants requirements included in the loan documents. A Portfolio Manager II, under limited supervision of a Portfolio Manager III or Supervisor, will review and make recommendation for resolution of covenant violations or needed modifications/forbearance including oversite and review of necessary documentation. The Portfolio Manager II is expected to manage assigned commercial loan portfolio exceptions through customer contact to ensure delivery of financial statements, tax returns and other required financial information under the loan agreement and ongoing servicing of the credit. Review and ensure documents are uploaded to the document repository and ensure ticklers are appropriately maintained. Responsible, as directed for monitoring and collection of delinquent loans in accordance with state and federal laws and regulations. Coordinates through closing or with legal counsel the preparation legal notifications to borrower including notification of events of default, forbearance agreements, modifications etc. Completes any other job-related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization's Values.
    $41k-47k yearly est. 12h ago
  • Card Dispute Specialist

    A+ Federal Credit Union 4.3company rating

    Austin, TX job

    Card Services Specialist Job Type: Full-Time- Remote Exemption Type: Non-Exempt Wage Amount: $28.57 hourly minimum Primary Functions The primary purpose of this position is to provide exceptional service to internal and external members and to oversee the accurate and efficient maintenance and processing of Card Services functions. Responsibilities include confidently handling complex card disputes and account inquiries, managing escalated dispute inquiries, and maintaining the card processor relationship. A strong working knowledge of all Credit Union Products and Services is essential. 1. Employee Support * Assist with day-to-day support, training, and coaching of Card Services Administrators (I & II). * Provide input to Card Services leadership on employee performance. 2. Card Services * Perform all duties and responsibilities of a Card Services Administrator II. * Administer Visa debit card programs by performing daily fraud monitoring and making recommendations to minimize fraud. * Support and nurture relationships with A+FCU retail and call center leadership teams, assisting with escalated dispute-related member concerns and ensuring high-quality service delivery. * Oversee and manage the relationship with the Visa risk advisor. * Review daily Visa exception file and work with management and vendors to ensure resolution. * Investigate and resolve complex member-facing card service issues with professionalism and efficiency. * Review and analyze cardholder dispute escalations and approve resolutions. * Analyze dispute and fraud-related service operations to identify inefficiencies and implement process improvements. * Collaborate with internal teams and external vendors to implement software updates and optimize dispute/fraud-related technologies. * Ensure compliance with Visa regulations, federal and state financial regulations, and internal credit union policies. * Develop and refine policies, procedures, and training materials for the Card Services team. * Support the Digital Services team regarding card-related member communications. 3. Quality Control * Develop, implement, and maintain quality control programs aligned with regulatory compliance. * Administer the Card Services quality control program and report results monthly to leadership. * Conduct dispute audits and report findings to Card Services leadership. * Review and manage member feedback to identify enhancements and recommend improvements. 4. Miscellaneous * Accurately prepare monthly reports, as assigned. * Maintain member confidentiality. * Schedule and conduct monthly individual dialogs with manager. * Manage or assist with departmental projects, as assigned. * Meet or exceed established departmental goals. * Perform other duties as required or assigned. Education and Experience * High school diploma or G.E.D. equivalent required. * Two years of card services-related experience required (card issuance program experience highly preferred). * One year of experience with Visas dispute and fraud systems (e.g., Visa DAS, VROL, Cardinal Commerce, RSM) preferred. * One year of call center experience required (including handling escalations and supporting frontline staff). Visa Certifications Required * Intermediate Dispute Resolution Certification (Must be obtained within one year of employment if not already held) * Advanced Dispute Resolution Certification (Must be obtained within two years of employment if not already held) Knowledge, Skills & Abilities * Experience in Visa debit card operations, including transaction processing, fraud detection, chargebacks, and regulatory compliance. * Knowledge of Reg E and Reg Z and their applications. * Proven ability to resolve member-facing issues in a financial services setting. * Proficient with Microsoft Office and general computer systems. * Strong analytical, research, and troubleshooting skills. * Excellent verbal and written communication skills. * Ability to collaborate with internal teams and external vendors. * Dependable with multitasking and time management skills. * Strong decision-making and project management abilities. * Advanced knowledge of A+FCU policies and procedures. * Advanced math/accounting skills, light typing, and 10-key input by sight. Desirable Traits * Professional appearance. * Courteous and professional approach with the public. * Strong decision-making capabilities. * Versatile in all aspects of the Credit Union. Physical Functions * Ability to work at least 40 hours per week. * Frequent reaching, bending, stooping, carrying, and data entry. * Heavy communication via telephone, email, and in-person. * Strong problem-solving skills for field-related issues. Decision-Making Authority * Independent Decisions: Determining provisional credit for disputes, proper correspondence, and final credit within employee limits. * Supervisory Approval Required: Final dispute credit outside of employee limits and situations outside A+FCU policies and procedures.
    $28.6 hourly 7d ago
  • VP - Commercial Loan Officer

    Amplify Credit Union 4.1company rating

    Austin, TX job

    Life at Amplify As a growing, tech-focused credit union, Amplify Credit Union delivers value to our members through our products and impact to our community through our profits. That unique intersection is one reason we've been named a Top Workplace by the Austin American-Statesman six years in a row . We're also proud to say that we're the only full-service financial institution that doesn't have deposit fees of any kind. We're looking for teammates who are inspired by our mission and ready to grow their careers. As they do, our employees can expect Amplify to uphold our commitments to culture, community, inclusion, and more. Position Summary Establishes relationships with businesses in Amplify's service area for the purpose of making commercial loans. Originates member business loans while consistently offering outstanding member service. RESPONSIBILITIES include the following. Other duties as assigned. Calls on existing and potential business members to develop new business and increase or retain existing business Participates in business development activities that promote the increase of commercial loans and deposits for the Credit Union Meets or exceeds individual loan goals and objectives as established by VP of Commercial Lending Maintains and develops a pipeline of prospective clients and commercial loan/line requests Manages relationships to achieve production goals and enhance service experience through member contact, association and community participation Manages a portfolio of relationships to ensure product alignment, cross-sell opportunities, and maintain the safety and soundness of the portfolio. Maintains relationships with third-party vendors on existing and/or new products and services for the business services area Accurately processes commercial loan requests in a timely manner, communicating regularly with the client Reviews commercial loans for compliance and utilizes the risk analysis process to monitor and evaluate loans being submitted for review and/or approval Supports periodic credit reviews of member commercial loans to assess the overall financial condition and member's ability to re-pay the loan Maintains up-to-date credit files including current financial information deemed necessary and in accordance with the loan agreement Originates a wide variety of commercial loans and lines of credit with the purpose of growing Amplify's commercial loan portfolio, while emphasizing prudent lending practices, loan quality, and member service Interviews applicants to determine whether a loan may be an acceptable risk by gathering information about their business and its needs, challenges, trends, plans, and financials Analyzes applicant financial status, credit, and collateral to determine feasibility of granting loan and submits application to credit analyst for verification and recommendation Follows current loan guidelines and policies to ensure complete compliance with NCUA and Texas regulations. Offers financial advice and counsel to business customers and prospective members Performs post-closing activity including scheduled and unscheduled site visits and collateral inspections Assists and advises Account Resolutions with collection of business loans Studies and understands the national, regional and local economy along with industry performance in order to have a clear understanding of financial situations relating to new or existing businesses Actively promotes Amplify's products and services by cross-selling to existing and prospective clients Maintains ongoing communication with the VP of Commercial Lending, informing him/her of all pertinent problems, irregularities, new developments, changes, and other important information within area of responsibility; attends meetings as scheduled and as directed Upholds credit union policies and procedures and champions organizational culture both internally and externally Supervisory Responsibilities This job has no supervisory responsibilities. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience Bachelor's degree from four-year college or university; five years related experience and/or training; or equivalent combination of education and experience. Formal credit training preferred. Minimum of three years credit union or other financial industry experience. Extensive knowledge and proven track record of commercial lending. A minimum of two year's experience with SBA 7(a) and 504 programs. Certificates, Licenses, Registrations Must be bondable. Software and Equipment Requirements To perform this job successfully, an individual should have knowledge and be efficient with the use of a personal computer, Microsoft Office products (Excel, Word, and PowerPoint), Credit Bureau Systems and financial calculators. Must have reliable internet access of 50MBPS which is the minimum speed required to connect to several of our systems and platforms. Other Qualifications Working knowledge of all Federal, state, and NCUA regulations and guidelines pertaining to loan operations Excellent verbal and written communication skills required Basic knowledge of business law and consumer credit laws and regulations Excellent judgment skills to make quick decisions within or outside written policy and procedures. What We Offer To build a better bank, you must build a better team. That's why we're committed to offering the best benefits to our team members. We want your time at Amplify to be a jumping-off point for personal and professional success, and this means offering benefits - including paid volunteer hours and development programs - that will engage your role in our community. Medical, Dental, and 401(k) programs for team members. Customized volunteer opportunities with our signature partners (Saint Louise House). Additional paid time off for volunteer-related activities. Undergraduate and graduate tuition benefits for eligible full-time and part-time team members. Starting Pay & Benefits This role offers a pay range of $110,000-130,000 plus a monthly incentive plan. It also entails the benefits available to all Amplify employees, including a 401(k) with a company match of 100% on the first 5% you contribute. Location This remote role is available to candidates living in the state of Texas. Team Member Testimonials Read about some of your potential coworkers and why they enjoy working at Amplify. Or check us out on Comparably. Amplify is an Equal Employment Opportunity Employer, seeking people from all backgrounds, life experiences, and world views. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
    $47k-56k yearly est. 5d ago
  • Facilities Maintenance Technician

    United Heritage Credit Union 3.9company rating

    United Heritage Credit Union job in Austin, TX

    Job Description Under the direction of the Facilities Manager, the Facilities Maintenance Technician is responsible for performing highly diversified duties to install, troubleshoot, repair and maintain facilities and their respective assets for all United Heritage Credit Union locations according to safety and operational guidelines in accordance with National, State, Local, and United Heritage standards. This includes, but is not limited to, servicing and/or coordinating service for equipment, responding to facility maintenance requests through an internal ticketing request system and performing scheduled preventative maintenance on assets. As a Facilities Maintenance Technician with UHCU you will: Be responsible for responding to maintenance facility tickets submitted to through the internal ticketing system including updating tickets with comments and progress updates, time to completion, cost, and any other pertinent information as work is performed. Oversee the maintenance of equipment utilized in branch operations. Serve as first responder to requests for maintenance, resolve issues when possible and coordinate the scheduling of repairs with the Facilities Manager and Branch Operations Department as deemed necessary. Respond to requests for building and grounds maintenance, office relocations, and communicating maintenance issues and their resolutions. Resolve maintenance and technical issues when appropriate and coordinate scheduling of repairs with appropriate management authority. Responsible for monitoring and maintaining branch security equipment to include but not limited to alarm panels and motion & door sensors. Responsible for identifying, reporting and resolving safety issues at all UHCU facilities. Comply with safety regulations, wear appropriate Personal Protective Equipment (PPE), maintain clean and orderly work areas, and report and record issues to management and within the Work Order management system. Perform minor electrical repairs such as replacing fixtures and switches. Assess electrical issues such as power outages and tripped circuit breakers, and conduct initial diagnostics to determine corrective actions. Perform regular preventive maintenance and respond to maintenance requests on machines, equipment and facilities to ensure that systems are functionally operational. Responsible for providing a high level of customer service to maintenance requestors. The Facilities Maintenance Technician is expected to maintain professional relationships with vendors, delivering a professional image of the Credit Union and working cooperatively with others within the organization. Respond to emergency conditions related to building / branch issues including but not limited to plumbing, building access, water and/or inclement weather damage, and power or equipment outages. Assist with UHCU event setup, breakdown, and deliveries. Professionally represent UHCU in our community. Travel between multiple locations is required and work after hours may be needed in order to complete routine maintenance and emergency maintenance. Support the operations of United Heritage Plaza headquarters. Maintain general knowledge of key operating systems, including but not limited to Security, BMS (building management system), Fire systems, water, electrical, elevators, generator, lighting, and building access. Responsible for safely operating and maintaining UHCU company vehicle(s) as defined and directed by the Facilities Development Manager and adhering to the UHCU Vehicle Policy. Perform repairs to drywall and painting as required. Complete other duties and projects as assigned. Education and Experience High school diploma or GED required. Trade school/technical training or equivalent combination of education and experience required. Minimum three years facilities / technical maintenance experience. Experience with banking equipment preferred. Must have a valid driver's license and excellent driving record that will allow car insurance coverage at a "normal" risk rate for provided company vehicle. Driving record will be researched. Additional Qualifications Ability to communicate and collaborate effectively in a professional manner with members, co-workers, vendors, general public, and people with various professional backgrounds. Ability to remain calm, patient, objective, and professional when presented with complex or uncertain situations. Strong mechanical aptitude. Ability to perform tasks including, but not limited to, carpentry, plumbing, electrical, drywall, and painting. Must be familiar with and use hand and power tools common to the skills listed and know safety standards specific to the use of hand and power tools. Ability to lift up to 60 lbs. Must be able to work evenings and Saturdays as required for on-call support. About United Heritage Credit Union: The Credit Union was established in 1957 as an Austin-based credit union, and over 65 years later we continue to serve communities in Central Texas, Austin and Tyler communities, as well as those that live in the rest of Texas through TXCC membership. Through innovative technology, exemplary service standards and competitive products, United Heritage continues to be a strong force in the credit union industry. UHCU has over $1.6 billion in assets, more than 78,000 members, 10 branch locations, and approximately 270 employees. We are a full-service financial institution whose vision is "To be your primary financial institution." Being part of our credit union means being part of our community. UHCU Offers: Competitive Benefits Package 401(k) options (Pre-Tax and/or Roth) Generous paid time off (PTO) Education Reimbursement Program Important Note: We take hiring very seriously. Interviewing at UHCU may include phone interviews, as well as 1st & 2nd round interviews. We are unable to follow-up with each and every applicant, but we do our best to run a thorough process for candidates whom we identify as a potential fit. We will be sure to contact you if that is the case!
    $34k-41k yearly est. 13d ago
  • Financial Services Consultant III (Supervisor)

    A+ Federal Credit Union 4.3company rating

    Hutto, TX job

    Member Services Officer III (Supervisor) Job Type: Full-Time Exemption Type: Non-Exempt Wage Amount: $23 hourly minimum General Summary Primary Functions The primary purpose of the Financial Services Consultant III is to create an enjoyable, memorable, and impactful experience through the delivery of exceptional member service while building strong, long-term financial relationships and striving to positively impact members with each interaction. In accordance with established policies and procedures, the Financial Services Consultant III will engage in consultative conversations with members, identify their financial needs, and recommend valuable solutions to improve their financial well-being and quality of life. As a branch leader, their knowledge and skillsets will be utilized to assist (team) members with more complex member services and problem resolution. The Financial Services Consultant III will uphold the Credit Unions member consultation and service-level expectations, coaching team members to advance their skillsets and improve overall employee engagement. Member Consultation * Engage in meaningful consultative conversations, uncovering members needs and recommend products and services to improve their financial lives. * Embody sincere empathy and display a deep passion for helping members achieve their financial goals. * Assist members and prospective members with opening/closing deposit products and services. * Recommend lending products/services and assist members with loan applications through video lending or refer to a branch lender. * Identify and refer investment opportunities to A+ Wealth Management. * Assist with the opening and servicing of fiduciary accounts, including POAs, Trusts, Estates, and IRAs/HSAs. * Open, close, and service Business Memberships, including sole proprietorships and associations. Financial Transactions * Process financial transactions and service requests. * Operate, maintain, and balance a cash drawer (as assigned). * Assist members with disputes and fraudulent transactions. * Perform updates to members accounts (including but not limited to ownership changes, adding/removing beneficiaries, changes of address, etc.) * Assist members with safe deposit box assistance, including entry, opening, and closing of safe deposit boxes (where applicable). * Provide Notary Public services. Branch Leadership and Support * Meet or exceed goals to support branch growth and the overall member experience. * Provide team member coaching to enhance member service skillsets, member consultation proficiency, and operational/compliance knowledge. * Serve as an expert for the branch team on A+FCU products and services. * Facilitate and/or attend branch meetings and trainings. * Perform branch vault responsibilities (balancing, buy/sells, and cash recycler management). * Perform balancing and loading of ATMs (where applicable). * Perform or oversee daily branch tasks (including but not limited to opening/closing duties, preparing outgoing currency shipment, etc.) * Assist management with the completion of branch reports. * Perform monthly, quarterly, and annual branch audits (as assigned). * Monitor branch cash levels, place orders/shipments as needed. * Perform supervisor overrides and check approvals. * Responsible for opening/closing the branch; uphold adherence to opening/closing safety procedures. * Assist other branch locations as needed. * Maintain a strong knowledge of credit union products/services and policies/procedures. * All other duties as assigned. Community and Business Development * Volunteer to participate in business development and community events. * Represent the A+FCU brand and mission within the communities we serve; uphold and coach to A+FCU professionalism, outreach, and Business Development standards * Deepen relationships at community/business development events by recommending A+FCU products and services. Compliance * Adhere to all A+FCU policies and procedures. * Maintain strict adherence and compliance to all laws, rules, regulations, and internal controls. * Complete required regulatory training as assigned. Education and Experience * High school diploma or G.E.D. equivalent required. * Three years financial institution experience required. * One year supervisor experience required. Knowledge, Skills & Abilities * Strong interpersonal skills, including the ability to demonstrate empathy, compassion, and understanding of others. * Excellent communication skills (both written and verbal), that reflect a professional, positive business approach. * Strong knowledge of bank/credit union policies and procedures. * Strong attention to detail and ability to follow-through on assigned tasks. * Ability to work independently and as part of a team, with the flexibility to adapt to change. * Strong time management and organizational skills. * Basic knowledge of math/computer skills. * Microsoft Office Suite product knowledge preferred. * Must have the ability to travel between branch locations (as assigned): * Floater branch at least 25% of the time. * Non-Floater branch at least 5% of the time Physical Requirements * Must be able to stand for long periods of time. * Full-time team members must have the ability/stamina to work at least 40 hours per week. * Will frequently reach, lift, bend, carry, and finely manipulate/key-in data. * Must be able to engage in problem-solving skills to help identify and resolve member issues. * Must be able to communicate extensively through in-person, e-mail, written, and telephone communications. Decision-Making Capabilities * Types of Decisions requiring supervisory approval: Exceptions outside of role limits, legal questions, and situations outside A+FCU policies and procedures.
    $23 hourly 3d ago
  • Branch Manager II

    Velocity Credit Union 3.4company rating

    Austin, TX job

    Branch Manager We are looking for dynamic, extraordinary people with a passion to provide outstanding service and financial solutions to our members. If you enjoy working in the service industry, offering problem-solving solutions while building relationships that create long-lasting connections, this may be the job for you! At Velocity, we are committed to upholding our mission of providing our community personalized service and unique value as their local banking alternative. We take pride in our work culture, exemplify our core values daily, and stand by the credit union philosophy of People Helping People to continue to drive our vision of making a positive impact on our members and their financial goals. Your experience includes: * Minimum of 3 years supervisory experience and 5 years of experience in a financial institution-related field. * Notary Public certification preferred. * Excellent communication skills and proficiency in using common office applications and office equipment. * Passion for providing outstanding customer service and a positive attitude. * Experience in controlling negotiable instruments. * Ability to work in a fast-paced environment with high attention to detail. * Effective time management skills, including the ability to prioritize responsibilities and organize work tasks. * Ownership of the customer experience through issue resolution. * Adaptable to a productive team environment where knowledge is shared and feedback and coaching are welcomed. * Flexibility to work branch hours, including Saturdays. What you will do: As our members' first point of contact, you will be the pleasant, professional, and friendly face of Velocity, providing exceptional service, conducting financial transactions, and educating our members about services that will enhance their financial well-being. The Branch Manager further assists all branch staff in achieving Velocity Credit Union's Mission: to provide our members a personalized service and unique value as their local banking alternative. This will be accomplished through the Branch Manager's efforts to develop a highly effective team by working with each employee to guide them to their highest potential through coaching and leadership. Independently, the Branch Manager will also be member-facing, to assist any member in identifying their financial needs and provide the best possible services from Velocity. In addition to all member-facing tasks, this role will also be responsible for daily oversight of branch operations, including day-to-day activities in partnership with the Assistant Branch Manager. Tasks for this may include training new employees, planning schedules for the team, coordinating and directing coaching meetings, attending regular Member Services team meetings, completing operations reporting, conducting cash and work audits on a monthly basis, and regularly working with other departments to complete any necessary department or company-required tasks. Why you should choose Velocity: This position offers competitive pay, great benefits including medical/dental/vision, 401(k) with matching, flexible spending accounts, a fun working environment and culture, generous paid time off, company-paid life insurance and disability, referral bonuses, paid holidays, discounted gym membership, tuition reimbursement, training and ongoing coaching, opportunities for career growth, employee reward and recognition system, employee and family events, and more! Velocity provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, genetics, sexual orientation, national origin, age, disability, or status as a covered veteran in accordance with applicable federal, state, and local laws.
    $44k-55k yearly est. 40d ago
  • Bilingual Universal Banker II

    Velocity Credit Union 3.4company rating

    Austin, TX job

    Universal Banker II Were looking for dynamic, extraordinary people with a passion to provide outstanding service and financial solutions to our members. If you enjoy working in the service industry, offering problem-solving solutions while building relationships that create long-lasting connections, this may be the job for you! At Velocity, were committed to upholding our mission of providing our community personalized service and unique value as their local banking alternative. We take pride in our work culture, exemplify our core values daily, and stand by the credit union philosophy of People Helping People to continue to drive our vision of making a positive impact on our members and their financial goals. You possess: * Minimum 1 year of financial institution experience supporting customers in person or over the phone. * Excellent verbal, written, and listening skills and proficiency in using common office applications and office equipment. * Passion for providing outstanding customer service and a positive attitude. * Effective time management skills include the ability to prioritize multiple responsibilities and organize work tasks. * Experience in controlling negotiable instruments. * Ability to work in a fast-paced environment with high attention to detail. * Ownership of the customer experience through issue resolution. * Adaptable to a productive team environment where knowledge is shared and feedback and coaching are welcomed. * Flexibility to work branch hours, including Saturdays. Your position summary: As our members' first point of contact, you'll be the pleasant, professional, and friendly face of Velocity, providing exceptional service, resolving financial matters, and educating our members about products and services that will enhance their financial well-being. What's in it for you? This position offers competitive pay, great benefits including medical/dental/vision, 401(k) with matching, flexible spending accounts, a fun working environment and culture, generous paid time off, company-paid life insurance and disability, referral bonuses, paid holidays, discounted gym membership, tuition reimbursement, training and ongoing coaching, opportunities for career growth, employee reward and recognition system, employee and family events, and more! Velocity provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, genetics, sexual orientation, national origin, age disability, or status as a covered veteran in accordance with applicable federal, state and local laws.
    $34k-42k yearly est. 40d ago
  • Client Relationship Manager

    Security Service Federal Credit Union 4.6company rating

    San Antonio, TX job

    Provides administrative support to include answering multi-line phone system, maintaining department records and credit union corporate records for various audits, investor application packages, and annual investor re-certifications and assists with vendor due diligence activities. Composes correspondence to internal and external recipients, oversees incoming mail distribution, and supports outgoing courier needs. Prepares various production reports and graphs for board presentations, department meetings, and standard departmental month end reports. Arranges appointments, schedules meetings, and maintains departmental calendars. Assists in updating procedural manuals and business continuity planning materials. Manages all incoming invoices, verifies their accuracy and budget limitations, and ensures prompt and timely payment. Orders supplies, subscriptions and maintains office equipment. Completes any other job related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization's Values.
    $67k-80k yearly est. 12h ago
  • Mortgage Loan Originator

    Velocity Credit Union 3.4company rating

    Austin, TX job

    Do you enjoy assisting consumers with their mortgage needs? Velocity is hiring a Mortgage Loan Originator! We are looking for passionate people who enjoy helping others make their dreams become a reality. We are looking for dynamic, extraordinary, self-motivated people with a passion to provide outstanding service and financial solutions to our members. If you enjoy working in the service industry, consistently delivering outstanding service, and offering problem-solving solutions while building relationships that create long-lasting connections, this may be the job for you! At Velocity, we are committed to upholding our mission of providing our community personalized service and unique value as their local banking alternative. We take pride in our work culture, exemplify our core values daily, and stand by the credit union philosophy of People Helping People to continue to drive our vision of making a positive impact on our members and their financial goals. Your experience includes: * Must be eligible for NMLS Registration. * At least two years of residential lending sales experience which includes consistently meeting established sales/production goals. * Bachelor's degree or equivalent in a related field required. * Good analytical skills necessary to evaluate credit requests and determine trends in a given marketplace. * Existing knowledge in regulatory, policy, and compliance issues pertaining to the mortgage industry. * Strong interpersonal and communication (verbal/written) skills and the ability to work in a diverse community. * Passion for providing outstanding service and a positive attitude. * Ability to work in a fast-paced environment with high attention to detail. * Ownership of the customer experience through issue resolution. * Adaptable to a productive team environment where knowledge is shared, and feedback and coaching are welcomed. * Effective time management and flexibility to work department hours. What you will do: As a Mortgage Loan Originator in our Mortgage department, you will assist members, in person or via telephone conversation, with researching mortgage loans and navigate the application, approval and closing process. You will determine loan qualifications, recommend residential loan options to members, and explain their terms, and ensure a smooth flow through the mortgage process. You will also work closely with other Velocity departments and their approved contractors to ensure deadlines are met and regularly collaborate in order to provide the best possible service to our members. Why you should choose Velocity: This position offers competitive pay, great benefits including medical/dental/vision, 401(k) with matching, flexible spending accounts, a fun working environment and culture, generous paid time off, company-paid life insurance and disability, referral bonuses, paid holidays, discounted gym membership, tuition reimbursement, training and ongoing coaching, opportunities for career growth, employee reward and recognition system, employee, and family events, and more!
    $36k-46k yearly est. 40d ago

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