Whitefish Credit Union Association job in Kalispell, MT
Vice President / Controller
Organizational Relationships : Report to Chief Financial Officer
Supervisory Responsibilities: Accounting Manager
General Function: Manage and assume ownership over the credit union's general ledger and takes appropriate steps, including development and implementation of internal controls, to ensure the overall integrity of the data contained therein. Oversee accounts payable, account reconciliations, fixed assets, and daily cash management functions. Establish, maintain and oversee appropriate financial policies, procedures and internal controls.
Position Functions:
Responsible for ensuring all transactions are posted to the general ledger in accordance with the credit union's policies and procedures, Generally Accepted Accounting Principles, and regulatory guidance.
Assume overall responsibility for managing and maintaining the integrity of the general ledger and related subsidiary ledgers, including loans, shares, and fixed assets
Oversee, review, and approve the preparation of periodic general ledger reconciliations, analysis of financial accounts, and preparation of journal entries.
Manage monthly and annual general ledger closings, including the preparation and recording of monthly accruals.
Oversee and review branch and cost accounting practices.
Responsible for all financial forecasting and reporting.
Manages the accounts payable, fixed assets, and daily liquidity management functions; prepares daily cash position reports for the CFO.
Conducts periodic financial budget variance analyses to identify risks and opportunities within the credit union and prepares management reports summarizing findings and recommendations.
Oversee and direct the activities of the AP function, including vendor management responsibilities. Vendor management will include the central filing and management of all contracts, development and maintenance of consolidated reports of contracts terms and conditions, risk identification and measurement, risk mitigation, and ongoing due diligence.
Oversee the capital asset acquisition process in accordance with established policies and procedures. Develop periodic budget variance analysis of capital acquisitions vs. budget.
Participate in the development, preparation and execution of annual report.
Participate in the development, preparation and execution of annual budgets.
Participate in the Asset/Liability Management Committee.
Effectively communicate all relevant financial, accounting and vendor management related information to the CFO.
Implement policies and procedures for the accounting department, and ensure that policies and procedures reflect current regulations, and are communicated to and implemented by subordinates.
Effectively manage time, resources, and personnel, with working knowledge of principles and practices of supervision, shift scheduling, training and performance evaluation.
Review and approve staff timecards within prescribed timeline.
Ensure that all Accounting staff complies with the 5-consecutive-days out-of-office policy.
Participate in Whitefish Credit Union-sponsored and community-centered events.
Serve as organizational role model, both on and off Whitefish Credit Union facility premises.
Perform other duties as assigned.
Position Requirements:
Ability to communicate effectively verbally, in writing, and over the phone, with members, co-workers, external professionals, and senior management.
Excellent organizational, analytical, problem-solving, and negotiation skills.
Possess and display a high level of interpersonal skills, including the development and maintenance of professional relationships.
Proficient in Microsoft Office Suite or related software.
Advanced understanding of clerical procedures, office equipment and computer systems, including recordkeeping and filing.
Ability and willingness to go above and beyond expected work schedule to accomplish what is needed within assigned department(s) and the organization as a whole.
Ability and willingness to pursue and obtain additional professional training and/or certifications as needed.
Ability and willingness to travel to other credit union facilities.
Ability to lift up to 15 lbs., with or without accommodation.
Complete mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests.
Follow all Whitefish Credit Union, Montana and Federal information privacy laws and guidelines.
Protect Member and Whitefish Credit Union confidential information.
Required Education and Experience:
Bachelor's degree in accounting, finance or banking required.
3-5 years on-the-job experience in an accounting environment; financial industry preferred.
3-5 years of supervisory experience.
CPA designation preferred.
This job description is to be considered a general outline of the duties and responsibilities of this position and is subject to changes and revisions by management at any time. Responsibilities are listed as guidelines only and the job is not necessarily limited to these specifications.
$104k-137k yearly est. Auto-Apply 10d ago
Looking for a job?
Let Zippia find it for you.
Infrastructure Administrator
Whitefish Credit Union Association 2.7
Whitefish Credit Union Association job in Kalispell, MT
Infrastructure Administrator
Organizational Relationships: Reports to Infrastructure Manager
Supervisory Responsibilities: N/A
General Function: The Infrastructure Administrator position performs the creation and maintenance of the enterprise-wide network and computing systems. Also provides support to other peer staff and end users. The systems supported by an Infrastructure Administrator enables every department to perform their business and mission critical functions.
Position Functions:
Assist with managing enterprise systems through effective implementation, integration, security and maintenance of networks, servers, operating systems, services, applications, and databases.
Perform and manage backups, identify operational problems, and contribute to their resolution.
Support peer staff with technical assistance in response to customer service goals and call escalation procedures. This includes appropriate documentation of work performed and resolutions.
Investigate problems in systems, processes, and services.
Assist with the implementation of agreed upon remedies and preventative measures.
Implement system upgrades and patches; execute modifications to server and network infrastructure to improve efficiency, integration, interoperability, reliability, and performance.
Review system and network updates and identifies those that merit action.
Configure systems and networks to maximize hardware functionality.
Investigate and coordinate the resolution of potential and actual service problems.
Prepare and maintain operational documentation such as standard operating procedures.
Participate in infrastructure project development and planning.
Assist in activities related to SQL environment development, maintenance, and reporting.
Report to work on time and as scheduled.
Perform other duties as assigned.
Position Requirements:
Be comfortable following change management and documentation procedures.
Ability to work with constantly evolving technology and maintain knowledge, skills, and abilities to match.
Ability to earn industry certifications and/or perform continuing education to ensure proficiency in position.
Ability to implement, administer, and troubleshoot system infrastructure devices, including active directory, DHCP, DNS, current Microsoft Windows Server OS and virtual environments.
Ability to implement, administer, and troubleshoot network infrastructure devices, including switches, routers, and firewalls.
Ability and willingness to travel to all branch locations.
Ability to be periodically available on an on-call basis to ensure availability of WCU systems and work nights and weekends as needed, which may include holidays or non-standard business hours.
Ability to communicate effectively in person, in writing and over the phone with all internal and external stakeholders. Courtesy and tact are essential.
Ability and willingness to interact calmly and professionally with people from all backgrounds.
Ability to multi-task, prioritize and organize day-to-day responsibilities with attention to detail and timeliness.
Ability to follow oral and written instructions.
Ability to work with others in an effective manner, listen well, share work-related information and be tolerant of others' work styles.
Competent with Microsoft Office; ability and willingness to work with a variety of office equipment and software systems.
Ability to lift up to 75 lbs. to overhead positions with or without accommodation.
Complete mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests.
Follow all Whitefish Credit Union, Montana and Federal information privacy guidelines.
Adhere to all Whitefish Credit Union policies and procedures.
Protect Member and Whitefish Credit Union confidential information.
Required Education and Experience
Bachelor's degree in computer science, MIS, or a related subject, or 5+ years relevant experience in systems administration.
Currently have (or willing to obtain within the first 12 months), MCSA, Azure Administrator Associate or other certification(s) within the field of an equivalent level.
1-3 years of work experience managing Windows and Linux/Unix based server systems.
1-3 years of work experience with Virtualization or SAN systems.
This job description is to be considered a general outline of the duties and responsibilities of this position and is subject to changes and revisions by management at any time. Responsibilities are listed as guidelines only and the job is not necessarily limited to these specifications.
$56k-81k yearly est. Auto-Apply 11d ago
Loan Sales Specialist
Onemain Financial 3.9
Billings, MT job
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.
In the Role
Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options
Requirements:
High School Diploma or GED
Preferred:
Sales, Collections or Customer Service experience
Bilingual - Spanish
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
Up to 4% matching 401(k)
Employee Stock Purchase Plan (10% share discount)
Tuition reimbursement
Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date)
Paid sick leave as determined by state or local ordinance, prorated based on start date
Paid holidays (7 days per year, based on start date)
Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.
Key Word Tags
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
$36k-63k yearly est. Auto-Apply 4d ago
Journeyman Service Electrician
Yellowstone Local 3.9
Bozeman, MT job
Professional, Quality Electrical Work
If you're a licensed journeyman electrician who takes pride in problem-solving, enjoys working independently, and values high-quality craftsmanship, this is the opportunity you've been waiting for.
What's in it for You?
Pay: $35-$41 per hour, depending on experience
Schedule: Monday through Friday, 7:00 AM to 5:30 PM
Hours: Full-time, 40 hours per week, with occasional overtime
Benefits include:
Medical, dental, vision, and life insurance
Retirement plan with company match
Paid time off and paid holidays
Paid travel time
Company-provided transportation from the shop to job sites
Support for continuing education and licensing
Reliable, year-round work
Relocation assistance available for qualified candidates
Why You'll Love It Here
You'll be trusted to do the job right the first time, no micromanaging
Every day brings a new challenge, no two jobs are the same
You'll work alongside a team that values craftsmanship, professionalism, and integrity
We invest in our people and promote from within, your career can grow here
Our team is known for delivering quality work without cutting corners
Your New Role
As a Journeyman Service Electrician, you'll represent Total Electric of MT, LLC on the job, providing residential electrical services across the Bozeman, Belgrade, Big Sky or Livingston, Paradise Valley, Big Timber areas, depending on your location.
You'll be responsible for:
Troubleshooting and diagnosing electrical systems in residential settings
Performing repairs and installations including wiring, lighting, breaker panels, and control systems
Ensuring all work meets current electrical codes and safety standards
Communicating clearly with homeowners and providing professional service
Managing each job independently with pride and efficiency
Occasionally supporting light commercial projects when needed
Hiring Expectations: Apply today, complete a quick phone screening, and get ready for an interview with our team to discuss your goals and experience.
Active Journeyman Electrician license in Montana, or eligible through a reciprocal state with at least one year of licensure
2-6 years of hands-on journeyman-level electrical experience
High school diploma or equivalent
Strong troubleshooting and problem-solving skills
Excellent communication and customer service mindset
Ability to work independently with minimal supervision
Total Electric of MT, LLC is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, genetics, disability, age, or veteran status. #yellow
$35-41 hourly 60d+ ago
Investment Consultant
City National Bank 4.9
Remote or Helena, MT job
WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management.
WHAT WILL YOU DO?
* Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to CNR.
* Ensure that Independent Financial Advisors are kept abreast of firm and industry developments.
* Ensure that the transition from the sales process to portfolio management is smooth and accurate.
* Facilitate the new accounts and account transfer process.
* Handle Independent Financial Advisor and client communication.
* Prepare client presentations.
* Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications.
* Facilitate and conduct individual meetings and presentations in assigned territory.
* Generate new assets to the firm using a highly professional consultative sales approach.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree
* Minimum 5 years of financial experience preferably in Investment Management
* 2 years of experience in the High Net Worth or Ultra High Net Market markets
* 2 + years delivering formal client presentations
* FINRA Series 7 and 63 or 66 licenses
* Ability to travel 40-50% of the time
*Additional Qualifications*
* CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder)
* Highly competitive and goal-oriented
* A focus on sales and new business development
* Masters Degree preferred
* Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience.
* Experience in the High Net Worth or Ultra High Net Market markets
* Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues.
* Prior success in the HNW or UHNW market
* Excellent communication skills
* Self-motivated and self-disciplined
* Strategic thinker, able to assess and recommend a course of action
* Highest level of both personal and professional demeanor and ethical behavior
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-DN1
\#CA-DN1
$101.2k-172.4k yearly 5d ago
Teller - 20 hours - Butte
Wells Fargo 4.6
Butte-Silver Bow, MT job
**Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life (********************************************* means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
**About this role:**
Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
**In this role you will:**
+ Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
+ Complete operational activities while minimizing risks under established policies
+ Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
+ Receive direction from managers and exercises judgment within defined policies and procedures
+ Escalate questions and issues to more experienced roles
+ Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
+ Identify information and services to meet customers financial needs
**Required Qualifications:**
+ 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
+ Bilingual speaking and listening proficiency in Spanish/English **(remove if not needed)**
**Desired Qualifications:**
+ 6+ months of experience interacting with people, demonstrated through work, military, or education
+ Customer service focus with experience handling complex transactions across multiple systems
+ Ability to educate and connect customers to technology and share the value of mobile banking options
+ Ability to interact with integrity and professionalism with customers and team members
+ Experience working with others on a team to meet customer needs
+ Cash handling experience
+ Ability to follow policies, procedures, and regulations
+ Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
+ Well-organized, independent and able to prioritize in a fast-paced environment
+ Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
+ Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
+ Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
**Job Expectations:**
+ Ability to work a schedule that may include most Saturdays
+ This position is not eligible for Visa sponsorship
**Posting Location(s):**
3650 Harrison Ave
BUTTE, MT 59701
**Posting End Date:**
12 Jan 2026
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-504853
$30k-33k yearly est. 60d+ ago
Clinical Application Coordinator
Native American Development Corporation 3.6
Billings, MT job
Job DescriptionSalary: DOE
**Essential Functions: Implementation and support of multi-service software packages that automate the capture of clinical encounter information and its subsequent retrieval. Provides training to all HHS service areas on current software applications, new features and insures training is scheduled for new users. Responsible for orientation. Organizes and provides training in standardized reports and in the creation of custom templates for ad hoc reporting utilities. Acts as a resource in the best practices to view, review, extract the automated data. Works with various HHS departments and their staff in the refining and evaluation of existing health-related software modules and programs. Establishes effective interpersonal relationships with all levels of the service unit personnel. Analyzes and evaluates processes related to information flow. Coordinates with Information Technology staff and other application coordinators to implement integrated packages resolve conflicts provide secondary support on related software modules.
Duties: Competencies: Technical Competency involving Electronic Health Record systems. Planning and Evaluation of software implementation Problem Solving Template Creation RPMS/EHR Vista Imaging Communication
Minimum Job Qualifications: Degree: major study in an academic field related to the health sciences or allied health sciences or allied sciences appropriate to the work of the position. Experience performing specialist/integrator duties for implementation, training, and ongoing support for multi-service clinical software applications used in the healthcare industry working with application coordinators to implement a comprehensive, standardized, integrated health care information system to support clinical software packages customizing site parameters and addressing integration issues training end-users on current software applications. Must submit and pass drug screening and criminal background check.
***This is position is not eligible for remote work. We require onsite employment.***
$64k-99k yearly est. 7d ago
Manager - Business Growth Enablement
American Express 4.8
Helena, MT job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
American Express is a leading global payments, network, and travel company, backed by one of the world's most recognized brands. American Express is unique in the payments industry as an issuer of cards as well as a worldwide network that processes millions of merchant transactions daily. We offer the broadest array of charge, credit, prepaid and co brand cards for consumers, small businesses, midsize companies, large corporations and many of the biggest companies in the world. Global Commercial Services (GCS) is a core operating group of American Express and has delivered robust growth over the past decade. GCS partners with corporate clients to help them manage travel expenses and make purchases through proprietary payment solutions and expense management tools.
The **Global Corporate Payments B2B Expansion / Deal Advisory Manager** will be responsible for expansion sales across our large and most strategic customers in US markets within our Global Commercial Services (GCS) division.
**Overall responsibilities:**
+ Growing and entrenching business by expanding or cross selling the American Express B2B payment suite to existing GCG/LM clients.
+ Responsibilities will also include working closely with Global and Large (G&L) CLM teams to identify top B2B opportunities, enhance customer relationships to drive program growth, profitability and client satisfaction.
+ Role will be required to partner with key SMEs within American Express to ensure robust payment programs are achieved and implemented.
+ Ongoing program oversight to ensure sustainable supplier management will be a critical component of long term responsibility.
+ Strong relationship and program management skills will also be required to facilitate SME involvement in designing and implementing robust programs.
+ The candidate must have the ability to build relationships with key decision makers within existing payments programs to demonstrate the value drivers of American Express payment tools.
+ The candidate will work closely with our GMNS (MA, COE, CLM) partners to drive enablement success.
+ The candidate will be responsible for leading key discussions focused on integrating B2B tools with organization's ERP systems as well as conducting full P2P work stream discussions.
+ The candidate should have a good understanding of our clients technical environments, including ERP systems, procurement systems and P2P solutions
**Qualifications:**
+ Strong track record of identifying and closing complex B2B deals with proven results
+ Effective communication skills taking a consultative approach to service, sell, entrench and drive success
+ Strong interpersonal skills to partner with American Express SMES to consult with the client about best practices and other B2B solutions
+ Ability to build relationships and effectively communicate with Procurement, Finance and Treasury professionals
+ Strong interpersonal skills to identify and share best practices
+ Experienced at leading and executing on sales strategies, presentations and subsequent negotiations
+ Strong financial and analytical skills
+ Experienced in sourcing and qualifying leads and managing a pipeline of multiple accounts, researching and understanding customer needs, and planning strategically to close the sale through solutions selling
+ Proven as tenacious, focused and results-oriented
+ Must be able to work in a virtual environment
**Qualifications**
Salary Range: $103,750.00 to $174,750.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
**Job:** Sales
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 25020688
$103.8k-174.8k yearly 54d ago
Internal Auditor I
Opportunity Bank of Montana 4.2
Billings, MT job
Essential Functions & Key Areas of Responsibility Carry out the Bank's vision and mission. Execute the Internal Audit Department's mission. Effectively perform internal audit procedures on areas identified in the Bank's Internal Audit Risk Assessment. Assist the Internal Audit Department in communicating identified or potential risks and recommendations to Senior Management and the Audit Committee, including preparing formal internal audit reports.
Review and analyze new, proposed, or revised laws, regulations, policies, and procedures to interpret their meaning and determine their impact.
Adhere to internal audit workpaper standards and maintain accurate and current internal audit documentation.
Education and Experience Requirements
High school diploma or equivalent and 1 year relevant experience
Education and Experience Preferences
2 years experience in accounting/finance profession or regulatory environment specific to banking, bank examining, or auditing
$42k-49k yearly est. 7d ago
Mortgage Loan Processor I
Whitefish Credit Union Association 2.7
Whitefish Credit Union Association job in Kalispell, MT
Mortgage Loan Processor I
Organizational Relationships : Reports to Mortgage Loan Servicing Supervisor
Supervisory Responsibilities: N/A
General Function: Process early disclosures, re-disclosures, and closing disclosures for consumer real estate loans according to regulation and WCU policy. Assist Originators with member contact regarding their real estate application and any additional information needed to process the application. Scrub application & information in Mortgage Bot for accuracy and completeness. Offer clerical and customer service support to all members of mortgage lending departments.
Position Functions:
Assist Mortgage Lending Department staff on a daily basis and assist Member Business Lending Department as needed.
Process and disclose Loan Estimates, re-disclosures, closing disclosures, and loan closing documents.
Scrub real estate applications in mortgage lending software system to verify accuracy and completeness of application and supporting documents (tax returns, W2's, etc.)
Serve as liaison between Member and Originator for missing or incomplete information needed to process the real estate application.
Assist with processing of real estate restructures, including but not limited to document processing, obtaining and adding restructure information to member accounts as needed.
Prioritize loan pipeline at the beginning of each workday to determine most important and time-sensitive tasks and projects; check pipeline at the end of each workday, to determine which tasks need to be done as soon as possible on the following workday.
Work closely with Title Specialists to prepare closing disclosure and closing documents for review in order to ensure accuracy.
Address compliance alerts and coordinate with Quality Assurance team to prepare any documentation needed for correction.
Report to work on time and as scheduled.
Perform other duties as assigned.
Position Requirements:
Ability to communicate effectively in person, in writing and over the phone with all internal and external stakeholders. Courtesy and tact are essential.
Ability and willingness to interact calmly and professionally with people from all backgrounds.
Ability to multi-task, prioritize and organize day-to-day responsibilities with attention to detail and timeliness.
Ability to follow oral and written instructions.
Ability to work with others in an effective manner, listen well, share work-related information and be tolerant of others' work styles.
Competent with Microsoft Office; ability and willingness to work with a variety of office equipment and software systems.
Ability to lift up to 15 lbs., with or without accommodation.
Complete mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests.
Follow all Whitefish Credit Union, Montana and Federal information privacy guidelines.
Adhere to all Whitefish Credit Union policies and procedures.
Protect Member and Whitefish Credit Union confidential information.
Required Education and Experience:
High school diploma or equivalent.
1-2 years' professional experience with accounting or lending procedures preferred.
This job description is to be considered a general outline of the duties and responsibilities of this position and is subject to changes and revisions by management at any time. Responsibilities are listed as guidelines only and the job is not necessarily limited to these specifications.
$32k-39k yearly est. Auto-Apply 15d ago
Strategic Marketing Manager
Whitefish Credit Union Association 2.7
Whitefish Credit Union Association job in Kalispell, MT
Strategic Marketing Manager
Organizational Relationship: Reports to Senior Vice President of Marketing
Supervisory Responsibility: Marketing Analyst; Performance Marketing Specialist
General Function: The Strategic Marketing Manager serves as the execution and performance leader within the Marketing department. This role is responsible for leading end-to-end, data-driven marketing campaigns with a strong emphasis on performance, advertising effectiveness, targeting, and ROI.
The Strategic Marketing Manager translates organizational and marketing strategy into actionable campaigns, oversees marketing performance and optimization, owns the marketing website as a growth and service channel, and ensures campaigns are executed efficiently across teams, partners, and vendors. While this role manages assigned direct reports, it is intentionally hands-on and deeply involved in campaign execution, platform oversight, partner management, and cross-department collaboration.
Position Functions:
Campaign Strategy, Execution & Performance
Lead end-to-end campaign planning and execution, with primary ownership of targeting, channel strategy, media approach, and performance outcomes.
Partner closely with the Director of Brand Marketing to align creative execution with campaign strategy and performance goals.
Ensure campaigns are data-driven, well-targeted, and optimized throughout their lifecycle, particularly across digital and paid media channels.
Own in-flight optimization decisions for digital advertising and social media campaigns to improve performance and ROI.
Develop campaign briefs, timelines, and measurement plans to ensure clarity, accountability, and strong execution.
Performance Marketing & Advertising
Oversee paid and performance marketing efforts across digital and traditional channels, ensuring spend is aligned with strategy and business objectives.
Provide active oversight of media plans, channel selection, and budget pacing, recommending adjustments as needed.
Collaborate with internal team members and external partners to ensure advertising execution meets performance expectations.
Serve as the internal owner of advertising performance, ensuring results are monitored, understood, and acted upon.
Website Strategy & Ownership
Serve as the strategic and operational owner of the Whitefish Credit Union website as a marketing, sales, and service channel (excluding online banking and connected systems).
Own website strategy, structure, content priorities, and conversion optimization, with accountability for performance outcomes.
Lead the transition toward a balanced sales and service website experience, supporting both growth and member needs.
Partner with third-party vendors and internal teams to guide execution on the HubSpot platform.
Use data and insights to continuously improve site performance, user experience, and lead generation.
Data, Reporting & Decision Support
Partner closely with the Marketing Analyst to ensure strong attribution, reporting, and performance measurement across campaigns and channels.
Use data and insights to inform decisions, prioritize work, and recommend strategic adjustments.
Translate performance data into clear recommendations for the SVP of Marketing and other stakeholders.
Champion a culture of data-informed decision-making across the marketing function.
Team Leadership & Management
Effectively manage time, resources, and personnel, with working knowledge of principles and practices of supervision, shift scheduling, training and performance evaluation.
Review and approve staff timecards within prescribed timeline.
Ensure that all staff comply with the 5-consecutive-days out-of-office policy.
Balance delegation with hands-on involvement to ensure work moves forward efficiently.
Cross-Functional & Partner Collaboration
Serve as a primary marketing partner to internal departments, ensuring campaigns and initiatives are executed smoothly across teams.
Coordinate closely with Brand, Community Development, Marketing Operations, Lending, Branches, IT, and external vendors.
Act as a problem-solver and execution leader to keep projects moving and reduce friction across the organization.
Events & Other Duties
Assist with occasional branch visits to support campaign execution and alignment.
Participate in Whitefish Credit Union-sponsored and community-centered events.
Serve as organizational role model, both on and off Whitefish Credit Union facility premises.
Perform other duties as assigned.
Position Requirements:
Strong understanding of marketing strategy, performance marketing, and advertising principles.
Hands-on experience with marketing automation and CRM platforms, particularly HubSpot.
Strong working knowledge of paid media, targeting, segmentation, and performance optimization.
Ability to translate data into actionable insights and recommendations.
Ability to communicate effectively verbally, in writing, and over the phone, with members, co-workers, external professionals, and senior management.
Excellent organizational, analytical, problem-solving, and negotiation skills.
Possess and display a high level of interpersonal skills, including the development and maintenance of professional relationships.
Advanced understanding of clerical procedures, office equipment and computer systems, including recordkeeping and filing.
Ability and willingness to go above and beyond expected work schedule to accomplish what is needed within assigned department(s) and the organization as a whole.
Ability and willingness to pursue and obtain additional professional training and/or certifications as needed.
Ability and willingness to travel to other branches.
Ability to lift up to 25 lbs., with or without accommodation.
Complete mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests.
Follow all Whitefish Credit Union, Montana and Federal information privacy laws and guidelines.
Adhere to all Whitefish Credit Union policies and procedures.
Protect Member and Whitefish Credit Union confidential information.
Required Education and Experience
Bachelor's degree in marketing, communications, business, statistics, data analytics, or related field.
6-8 years of professional marketing experience, with demonstrated responsibility for campaign execution and performance.
Experience working with marketing automation platforms and data-driven marketing programs.
Financial services or regulated industry experience preferred.
Experience working cross-functionally and with external partners strongly preferred.
This job description is to be considered a general outline of the duties and responsibilities of this position and is subject to changes and revisions by management at any time. Responsibilities are listed as guidelines only and the job is not necessarily limited to these specifications.
$72k-92k yearly est. Auto-Apply 11d ago
CREDIT ANALYST
Stockman Bank of Montana 4.2
Bozeman, MT job
This position assists the Commercial Lender by spreading customer financial statements and analyzing them, identifying customer strengths/weaknesses. In addition they prepare financial forecasts with the assistance of bankers to assist in the assessment of the borrower's capacity. Finally they are responsible for providing support to the banker to assist them in soliciting, developing and maintaining profitable account relationships to increase Stockman Bank's market share in this business.
Education, Experience and Certification Requirements:
Note: Only minimum responsibilities are listed. Other responsibilities may be required as requested by management.
Basic Qualifications:
4-year college level course of study in Business Administration and/or financial institution or related field experience or equivalent training and/or experience.
Excellent customer service skills.
Strong communication and organizational skills.
Must be able to work independently and to prioritize multiple tasks.
Preferred Skills:
Attention to Detail- ability to notice and correct errors, document and follow up on important details and provide a high-quality -end-product.
Knowledge of financial statement and cash flow analysis, & basic working knowledge of GAAP.
Familiarity with legal contracts and the Uniform Commercial Code as related to lending and collateral perfection.
Professionalism - maintaining a professional attitude, image, and work ethic.
Understanding of and ability to work with lending software with proper training.
Team Playing - willingly collaborating and cooperating with others, developing effective working relationships
Ability to remain focused and on task and efficiently work unsupervised meeting all deadlines.
Written and verbal communication skills - ability to concisely and clearly present critical details.
Position Specific Responsibilities, Duties and Competencies
Analyze and Process:
Assist Lenders in analyzing existing and new customer credit requests.
Work with Lenders and Loan Processor to coordinate the request/receipt of business and personal financial statements.
Coordinate timely spreading of financial statements with Credit Analysis.
Analyze statements, identifying customer strengths/weaknesses and questions/concerns to be raised to the client.
Prepare financial forecasts/pro-forma statements in consultation with Lenders to assist in assessment of borrower capacity.
Prepare financial analysis documentation (i.e. Routine Administration Checklist, Loan Documentation Checklist, Spreads, etc.) in consultation with the Lenders/manager, as appropriate, for review and approval by Lenders.
Review file documentation for completeness and correctness, in accordance with Front End Guidance, Credit Policy, and Credit Process Procedures.
Manage annual credit review and file comments.
Working delinquent loan accounts by calling customers and follow-up with tickler list
Monitor existing credits for collateral review, interim statement review, loan covenant compliance, etc.
For full description, which includes physical mental demands please see attachment.
$46k-65k yearly est. Auto-Apply 42d ago
Contractor And Industrial Representative -Major Projects - West Region
3M 4.6
Helena, MT job
**Contractor And Industrial Representative -Major Projects -West Region** **Collaborate with Innovative 3Mers Around the World** Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers.
**This position provides an opportunity to transition from other private, public, government or military experience to a 3M career.**
**The Impact You'll Make in this Role**
As a C&I Major Projects Professional, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by:
+ The MPR is the project manager for their assigned regions.
+ Working with SalesForce their job is to provide a boundaryless project management approach. Working with SalesForce and the local C&I reps they will assist and track the dollar impact that their activities have on projects where their work impacts sales results.
+ The MPR must be proficient in the use of Salesforce tool.
+ The MPR has a role in both the specification of and the direct "hands on" project work at the job site.
+ The MPR also has a leadership role with key owner, specifier and end user accounts (engineering or contractors) based in their assigned regions.
+ The MPR directly assists the Regional Sales Manager in their role as the regional manager of projects.
+ The C&I sales reps are assigned their top twenty-five projects with the assistance of the Major Projects Reps and their Regional Managers. Regional project goals are shared by the Regional Sales Managers and the MPR's
+ The MPR also works with the C&I rep to coordinate distribution strategies and increase total line sales and advising on pricing strategies.
+ The MPR is a key proponent of the use of our Construction Services team which entail larger and more profitable sales for the division and the local C&I Rep.
**Company Vehicle**
This position requires driving a company vehicle, which will require pre-employment and ongoing review of motor vehicle history for candidates who are offered and hired for this position
**Your Skills and Expertise**
To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications:
+ Bachelor's degree or higher (completed and verified prior to start) from an accredited university.
+ Five (5) years of experience in the electrical industry calling on contractors, distributors, engineers, and large-scale projects in a private, public, government or military environment
+ Five (5) years of technical experience with medium voltage cable accessories
+ Current, valid Driver's License.
Additional qualifications that could help you succeed even further in this role include:
+ Master's degree in electrical engineering discipline from an accredited institution
+ Experience managing multiple projects simultaneously
+ Experience managing and leading highly technical training sessions
**Work location: Remote, field based (** West Region - WA, CO, MT, NV, UT, WY, CA, OR **)**
**Travel: May include up to** **50% domestic**
**Relocation Assistance: May be authorized**
**Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).**
**Supporting Your Well-being**
3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.
**Chat with Max**
For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting
assistant on 3M.com/careers.
Applicable to US Applicants Only:The expected compensation range for this position is $141,150 - $172,517, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: ****************************************************************
Good Faith Posting Date Range 11/10/2025 To 12/10/2025 Or until filled
All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.
Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M.
Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.
Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.
Pay & Benefits Overview: https://**********/3M/en\_US/careers-us/working-at-3m/benefits/
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
**Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.**
**3M Global Terms of Use and Privacy Statement**
Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here (************************************************************************************************* , select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
At 3M we apply science in collaborative ways to improve lives daily as our employees connect with customers all around the world. Learn more about 3M's creative solutions to global challenges at ********** or on Twitter @3M or @3MNews.
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
$30k-39k yearly est. 60d+ ago
Volunteer Manager
American Prairie Foundation 4.3
Lewistown, MT job
TITLE: Volunteer Manager
DIVISION: Conservation
REPORTS TO: VP of Public Access and Infrastructure
SUPERVISES: Volunteers
FLSA STATUS Exempt
GROUP: Core
HOURS: Full-Time, averaging 40 hours per week
BENEFITS:
Paid Vacation
Paid National Holidays
Paid Sick Days
Paid Volunteer Hours
401K with up to 3% employer match
Medical Insurance with optional
Flexible Savings or Health Savings Account &
Dependent Care Account
Short-term Disability Insurance
Voluntary Vision, Dental, Life, Critical Illness, & Accident Insurance
Reserve Lodging Perks
Corporate Discounts
Flexible Scheduling
JOB PURPOSE: The Volunteer Manager plays a pivotal role in spearheading the development of American Prairie's volunteer program. In 2025 the program contributed more than 3000 hours of volunteer time from over 60 individuals and we're excited to build on that momentum. This position involves cultivating relationships with current and prospective volunteers, managing recruitment and training, and ensuring smooth, meaningful volunteer experiences that advance our mission. The Volunteer Manager works closely with staff across the organization to understand volunteer needs, schedule and support activities, handle day-to-day program logistics, track participation, gather feedback, and maintain clear communication with volunteers and team members. The role is focused on practical coordination and reliable support to keep the volunteer program running effectively.
PRIMARY JOB DUTIES:
30% Volunteer Recruitment
Develop and execute strategies to recruit volunteers.
Create compelling volunteer position descriptions and promote them through various channels.
Collaborate with team members to identify volunteer needs for different projects and departments.
Interview volunteer candidates.
Match volunteers with appropriate opportunities based on availability, skills, and department needs.
30% Volunteer Engagement
Foster a sense of belonging and dedication among volunteers.
Provide orientation and training to new volunteers, ensuring they are well prepared for their new roles.
Organize recognition and appreciation programs to celebrate volunteer contributions.
Support volunteer success and accountability, addressing performance or conduct issues with fairness and consistency.
20% Program Development and Management
Continually assess and improve the volunteer program to align with organizational goals.
Develop, implement, and maintain policies and procedures, best practices and guidelines for volunteer programs.
Educate departments on best practices for working with volunteers.
Coordinate lodging, transportation, and other field needs for volunteers.
Coordinate with other organizations or businesses to offer volunteer opportunities
Collaborate with cross-functional teams to ensure volunteers are integrated into the organization's activities effectively.
Create and maintain volunteer schedules.
10% Relationship Building
Cultivate relationships with volunteers, donors, and community partners to support volunteer program growth.
Communicate regularly with volunteers to provide updates and gather feedback.
10% Data Management
Maintains records of volunteer hours and counts of contacts with the public.
Maintains files, records, applications, contributions and other data concerning volunteer programs.
QUALIFICATIONSRequired
3-5 years of experience in volunteer coordination, community engagement, or nonprofit program support.
Demonstrated experience in recruiting, onboarding, training, and supervising volunteers.
Understanding of best practices in volunteer engagement, retention, recognition, and risk management.
Familiarity with nonprofit operations and boundaries around volunteer roles.
Excellent verbal and written communication skills.
Detail orientated but flexible and able to adapt quickly to changing needs or conditions.
Collaborative, team orientated, and comfortable working across departments as well as independently.
Excellent organizational and project management skills able to juggle multiple programs and events.
Strong leadership skills with the ability to motivate and encourage others.
Solid problem-solving and conflict resolution skills.
Proficient with Google and Microsoft Office Suite or related software.
Travel up to 20% of the time annually.
Ability to work evenings, weekends, and overnights as needed.
Prolonged periods sitting at a desk and working on a computer.
Must be comfortable traveling by vehicle in remote areas in a variety of weather conditions year-round.
Must be able to lift up to 40 pounds at times.
Preferred
Bachelor's degree in a related field
3 years of supervisory experience.
Experience with Salesforce or a similar CRM platform and related integrations.
Familiarity with safety protocols for fieldwork or habitat restoration projects.
$28k-56k yearly est. Auto-Apply 50d ago
Mortgage Loan Underwriter Senior
City National Bank 4.9
Helena, MT job
WHAT IS THE OPPORTUNITY? The role of the Underwriter III is to evaluate the credit risk against company standards and to determine the borrower's ability to repay a residential mortgage. The Underwriter III analyzes and interprets the most complex financial and non-financial data decisioning the requests with the goal of achieving the optimal quality asset for the bank while satisfying the needs of borrower. The Underwriter III is also responsible for LLCs along with other complex borrower types. The Underwriter III works within established lending authorities and guidelines, with complex or unusual situations escalated to the next highest authority level for resolution. This includes mentoring and training of Underwriters I and II including second level reviews.
What you will do
* Reviews the loan package received to ensure completeness verifying that all supporting documents are included to make a credit decision per established policies
* Identifies issues and recommends appropriate resolution within policy service level agreements
* Analyzes and determines the financial capacity of the borrower's ability to repay:
* Performs credit analysis, financial statement analysis, cash flow analysis, liquidity qualification and payment calculation spreads
* Reviews for stability of residency and employment
* Verifies income per established policy
* Identifies any exceptions to current policies
* Documents a reasonable conclusion mitigating any identified risks supporting the request will be repaid
* Accurately sets and clears conditions
* Interacts with RLC and Processor throughout the life cycle of the loan, providing information, updates and assistance as required
* Updates System(s) with pertinent information and appropriate data as required
* Renders a decision within his/her lending authority. If deal is outside of lending authority, provides a recommended decision and submits for appropriate level signing authority
* Originates appropriate client letters; Commitment, Counter Offer, Declination
* Certifies and provides a final Workbook to the Processor
* Ensures compliance with bank and statutory/regulatory guidelines
* Client Satisfaction
* Promotes a team environment fostering a positive working environment
* Functions as a collaborator and innovator to drive continuous improvement
* Provides guidance and support to the RLC and Processor when required
* Utilizes systems and tools to ensure that the RLC's are updated on the status of loans
* Interacts and communicates daily with all levels as required to support business units, Processors, Funding/Doc Prep to ensure requirements are understood and met
* Provides timely, complete and accurate response to inquiries
* Handles all situations in a professional and ethical manner
* Takes the lead in resolving problems for his/her own loans; assisting Underwriters I and II with resolutions
* Supports and contributes to the quality and customer satisfaction goals of the bank
* Productivity
* Ensures all goals and service level agreements (SLAs) are met
* Tracks, logs and provides daily, weekly, monthly, quarterly reporting of production statistics as defined by management
* Consistently meets quality control and data integrity standards
* Effectively utilizes available systems, workflow and imaging tools
* Mentor and train Underwriters I and II
* 2nd level review of Underwriters I and IIs' work
* Performs other duties as assigned by Management, including participation in projects, process improvement initiatives, etc.
*Must-Have**
* Minimum 7 years of experience as an Underwriter in a financial services or mortgage banking environment required.
* Minimum 7 years of experience in jumbo and super jumbo underwriting to investor or organization's guidelines required
* Minimum 7 years of experience with state and federal lending regulations (i.e., Ability to Repay (ATR), RESPA, Reg B, Reg O, Reg Z, Fair Lending, etc.).
*Skills and Knowledge*
* Bachelor's degree in Business, Finance or Economics or related discipline with 10 or more years of experience in a mortgage banking environment required
* Familiar with FNMA/FHLMC guidelines
* Computer literate with experience using Microsoft applications with mortgage industry standard software, preferably InterLink E3 or NetOxygen/Gallagher.
* Superior ability to communicate effectively in both verbal and written form
* Strong time management skills to plan and organize a high daily loan volume
* Strong ability to be very detail oriented
* Must be a team player and work constructively with their fellow colleagues
* Specific knowledge and exposure to funding and loan documentation to resolve more complex situations such as occur with LLC's, irrevocable trusts, and Co-operatives
*Compensation*
Starting base salary: $41.83 - $66.81 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
**To be considered for this position you must meet at least these basic qualifications*
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our ****************************************************************************************************
ABOUT CITY NATIONAL
City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves.
*City National Bank does business in Miami and the state of Florida as CN Bank.
For more information about City National, visit *********************
*EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION*
City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. **************************************************************************************************
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via mailto:*************************) or leave a message at *************. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$41.8-66.8 hourly 60d+ ago
Branch Manager I
Whitefish Credit Union Association 2.7
Whitefish Credit Union Association job in Columbia Falls, MT
Branch Manager I
Organizational Relationships : Reports to VP/Branch Manager III or Chief Operations Officer
Supervisory Responsibilities: Direct management of branch operations staff; General oversight of all employees reporting to branch
General Function: Responsible for maintaining and overseeing integrity of assigned branch's operations practices. Develops new deposit and loan business; provides a superior level of member relations and promotes the sales and service culture through coaching, guidance, and staff motivation; achieves individual and branch sales goals through new business sales, referrals and retention of account relationships. Provides leadership, training and supervision; and knows how to delegate. Participates in community affairs in order to increase the Credit Union's visibility, and to enhance new and existing business opportunities.
Position Functions:
Effectively communicate relevant branch-related information to supervisor.
Develop forecasts, financial objectives, and business plans.
Meet goals and metrics.
Manage budget and allocate funds appropriately.
Determine proactive solutions to issues and problems within assigned branch.
Serve as organizational role model, both on and off Whitefish Credit Union facility premises.
Serve as primary liaison between assigned branch and all other branches.
Share knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities and needs.
Address member and employee satisfaction issues promptly.
Adhere to high ethical standards and comply with all regulations/applicable laws.
Stay abreast of competing markets and provide reports on market movement and penetration to supervisor.
Effectively manage time, resources, and personnel, with working knowledge of principles and practices of supervision, shift scheduling, training and performance evaluation.
Review and approve staff timecards within prescribed timeline.
Ensure that all staff complies with the 5-consecutive-days out-of-office policy.
Participate in Whitefish Credit Union-sponsored and community-centered events.
Serve as organizational role model, both on and off Whitefish Credit Union facility premises.
Perform other duties as assigned.
Position Requirements:
Valid Montana driver's license and good driving record, plus the ability to maintain insurability under Whitefish Credit Union's vehicle insurance policy.
Ability to communicate effectively verbally, in writing, and over the phone, with members, co-workers, external professionals, and senior management.
Excellent organizational, analytical, problem-solving, and negotiation skills.
Possess and display a high level of interpersonal skills, including the development and maintenance of professional relationships.
Proficient in Microsoft Office Suite or related software.
Advanced understanding of clerical procedures, office equipment and computer systems, including recordkeeping and filing.
Ability and willingness to go above and beyond expected work schedule to accomplish what is needed within assigned department(s) and the organization as a whole.
Ability and willingness to pursue and obtain additional professional training and/or certifications as needed.
Ability and willingness to travel to other branches.
Ability to lift up to 50 pounds, with or without accommodations.
Complete mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests.
Follow all Whitefish Credit Union, Montana and Federal information privacy laws and guidelines.
Protect Member and Whitefish Credit Union confidential information.
Required Education and Experience:
High school diploma or equivalent.
Associate or bachelor's degree in accounting, finance or banking preferred.
Comprehensive knowledge of branch processes and regulations required.
3-5 years professional experience in accounting, finance or banking required.
1-2 years supervisory experience in banking or credit union environment required.
This job description is to be considered a general outline of the duties and responsibilities of this position and is subject to changes and revisions by management at any time. Responsibilities are listed as guidelines only and the job is not necessarily limited to these specifications.
$43k-53k yearly est. Auto-Apply 11d ago
Mortgage Loan Originator I
Whitefish Credit Union Association 2.7
Whitefish Credit Union Association job in Missoula, MT
Mortgage Loan Originator I
Organizational Relationships : Reports to VP / Mortgage Loan Manager
Supervisory Responsibilities: N/A
General Function: Proactively solicits new residential mortgage business and cross sells additional credit union products. Identifies, develops and maintains a quality network of business relationships that serves as a recurring source of referrals for new mortgage lending opportunities. These networks may consist of Real Estate Agents, Builders, Title Companies, professional and personal contacts. Participates in business-related development opportunities and community efforts in order to help the credit union to achieve established goals.
Position Functions:
Conducts interviews with prospective borrowers in order to analyze financial and credit data, determine member financing objectives, advise members of product/pricing, and gather any additional required information.
Develops and maintains successful referral sources.
Actively participates in community functions and credit union-sponsored events to promote the credit union's objectives.
Provides complete loan applications to fulfillment center.
Ensures exceptional member service by overseeing the loan process from origination to closing and conducts ongoing communication with members.
Achieves production goals as established by Whitefish Credit Union.
Communicates ongoing loan activity with VP / Mortgage Loan Supervisor and management as requested for accurate analysis of loans in progress.
Effectively works as member of the lending team for the benefit of Whitefish Credit Union, in support of, and in cooperation with, other lenders and support staff.
Ensures successful completion of all assigned training activities.
Maintain current and thorough knowledge of lending programs, policies, procedures and regulatory requirements.
Manages a portfolio of mortgage loans, including delinquencies, renewals, refinances, modifications, and cross-sale opportunities.
Report to work on time and as scheduled.
Perform other duties as assigned.
Position Requirements:
Experience with mortgage loan origination system such as MortgageBot, Ellie Mae, or FICS preferred.
National Mortgage Licensing System requirements.
Ability to communicate effectively in person, in writing and over the phone with all internal and external stakeholders. Courtesy and tact are essential.
Ability and willingness to interact calmly and professionally with people from all backgrounds.
Ability to multi-task, prioritize and organize day-to-day responsibilities with attention to detail and timeliness.
Ability to follow oral and written instructions.
Ability to work with others in an effective manner, listen well, share work-related information and be tolerant of others' work styles.
Competent with Microsoft Office; ability and willingness to work with a variety of office equipment and software systems.
Ability to lift up to 15 lbs., with or without accommodation.
Complete mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests.
Follow all Whitefish Credit Union, Montana and Federal information privacy guidelines.
Adhere to all Whitefish Credit Union policies and procedures.
Protect Member and Whitefish Credit Union confidential information.
Required Education and Experience:
High school diploma required.
Associate or bachelor's degree in finance or banking preferred.
Three to five years of experience in real estate lending required.
This job description is to be considered a general outline of the duties and responsibilities of this position and is subject to changes and revisions by management at any time. Responsibilities are listed as guidelines only and the job is not necessarily limited to these specifications.
$36k-46k yearly est. Auto-Apply 11d ago
Clinical Application Coordinator
Native American Development Corporation 3.6
Billings, MT job
**Essential Functions: Implementation and support of multi-service software packages that automate the capture of clinical encounter information and its subsequent retrieval. Provides training to all HHS service areas on current software applications, new features and insures training is scheduled for new users. Responsible for orientation. Organizes and provides training in standardized reports and in the creation of custom templates for ad hoc reporting utilities. Acts as a resource in the best practices to view, review, extract the automated data. Works with various HHS departments and their staff in the refining and evaluation of existing health-related software modules and programs. Establishes effective interpersonal relationships with all levels of the service unit personnel. Analyzes and evaluates processes related to information flow. Coordinates with Information Technology staff and other application coordinators to implement integrated packages resolve conflicts provide secondary support on related software modules.
Duties: Competencies: • Technical Competency involving Electronic Health Record systems. • Planning and Evaluation of software implementation • Problem Solving • Template Creation • RPMS/EHR • Vista Imaging • Communication
Minimum Job Qualifications: • Degree: major study in an academic field related to the health sciences or allied health sciences or allied sciences appropriate to the work of the position. • Experience performing specialist/integrator duties for implementation, training, and ongoing support for multi-service clinical software applications used in the healthcare industry working with application coordinators to implement a comprehensive, standardized, integrated health care information system to support clinical software packages customizing site parameters and addressing integration issues training end-users on current software applications. Must submit and pass drug screening and criminal background check.
***This is position is not eligible for remote work. We require onsite employment.***
$64k-99k yearly est. 60d+ ago
Commercial Loan Processor
Whitefish Credit Union Association 2.7
Whitefish Credit Union Association job in Kalispell, MT
Commercial Loan Processor
Organizational Relationships : Reports to Commercial Loan Servicing Manager
Supervisory Responsibilities: N/A
General Function: Process disclosures and closing disclosures for commercial loans according to regulation and WCU policy. Assist Originators with member contact regarding their loan application and any additional information needed to process the application. Offer clerical and customer service support to commercial lending department in general.
Position Functions:
Follow all established Commercial Lending procedures as explained and trained by appropriate Member Business Lending personnel.
Maintain ongoing communication with supervisor, informing them of all pertinent problems, new developments, and other important information.
Perform all relevant tasks and projects as requested and required by supervisor and department need.
Answer all incoming telephone calls to Commercial Lending Department, and direct incoming telephone calls to appropriate personnel.
Set up new Commercial Loan files and print loan documents for signature.
Input new loan data to document preparation system from loan set-up sheets.
Book loans and have loan disbursement checks prepared.
Complete credit reports, flood certifications, and ordering of title insurance, appraisals and CMA for Commercial Loan Officers as needed.
Perform account maintenance on loan system.
Prepare extensions and modifications.
Notarize documents for Members and Commercial Loan Officers as needed.
Assist Loan Officers with all Commercial Loan-related issues.
Oversee and follow through on all required correspondence.
Maintain tracking of all financial files.
Assist in maintaining supplies inventory.
Maintain knowledge of all loan types, regulatory requirements, internal policies and procedures, and all Whitefish Credit Union products and services.
Report to work on time and as scheduled.
Perform other duties as assigned.
Position Requirements:
Possession of general math skills.
Proficiency in Microsoft Excel.
Ability to communicate effectively in person, in writing and over the phone with all internal and external stakeholders. Courtesy and tact are essential.
Ability and willingness to interact calmly and professionally with people from all backgrounds.
Ability to multi-task, prioritize and organize day-to-day responsibilities with attention to detail and timeliness.
Ability to follow oral and written instructions.
Ability to work with others in an effective manner, listen well, share work-related information and be tolerant of others' work styles.
Competent with Microsoft Office; ability and willingness to work with a variety of office equipment and software systems.
Ability to lift up to 15 lbs., with or without accommodation.
Complete mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests.
Follow all Whitefish Credit Union, Montana and Federal information privacy guidelines.
Adhere to all Whitefish Credit Union policies and procedures.
Protect Member and Whitefish Credit Union confidential information.
Required Education and Experience:
High school diploma or equivalent.
1-2 years of professional banking or credit union experience required.
1-2 years of professional experience within a lending environment preferred.
This job description is to be considered a general outline of the duties and responsibilities of this position and is subject to changes and revisions by management at any time. Responsibilities are listed as guidelines only and the job is not necessarily limited to these specifications.
$30k-36k yearly est. Auto-Apply 11d ago
Teller I
Whitefish Credit Union Association 2.7
Whitefish Credit Union Association job in Kalispell, MT
Teller I
Organizational Relationships : Reports to Head Teller or Branch Manager
Supervisory Responsibilities: None
General Function: Serve as first contact for all Members seeking withdrawal, deposit and payment services. Troubleshoot minor Member problems and concerns and oversee and balance cash drawer. Assist Management as needed.
Position Functions:
Create positive and proactive relationships with all Members.
Smile at all Members and call all Members by name when possible.
Serve the Member standing in front of you first; answer the phone second; work on side tasks/projects third.
Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines.
Follow check handling procedures in order to properly validate the negotiability of checks presented at the Teller window.
Enter Members' transactions into computers in order to record transactions and issue computer-generated receipts.
Verify Member's identity before providing information or performing transactions; update Member information as needed, such as address and phone number changes.
Talk to Members about, and answer questions about, loan balances, interest calculations and dividend rates.
Have, and maintain, a general understanding of Whitefish Credit Union's products, services and promotions.
Count currency, coins, and checks received, by hand or using currency-counting machine, in order to prepare them for further processing.
Identify and resolve transaction mistakes when debits and credits do not balance by following specified procedures
Receive and verify correct mortgage and loan payments, verifying payment dates, payment amounts due, late fees and correct account and / or loan.
Contact Members with questions as needed or assigned.
Resolve problems or discrepancies concerning Members' accounts.
Allow Members access to Safety Deposit Boxes, following specified procedures.
Assist Vault Teller by counting money from bank vault, to ensure cash balances stated by the Vault Teller are correct.
Order a supply of cash to meet daily needs, in accordance with procedural amounts.
Receive and count daily inventories of cash before entering drawer.
Obtain Canadian exchange rates and calculate accordingly.
Support all other departments as needed (I.E., processing EFT wires, delivering loan paperwork to the proper department, etc.).
Report to work on time and as scheduled.
Perform other duties as assigned.
Position Requirements:
Strong mathematical skills.
Ability to handle and process large monetary denominations.
Ability to communicate effectively in person, in writing and over the phone with all internal and external stakeholders. Courtesy and tact are essential.
Ability and willingness to interact calmly and professionally with people from all backgrounds.
Ability to multi-task, prioritize and organize day-to-day responsibilities with attention to detail and timeliness.
Ability to follow oral and written instructions.
Ability to work with others in an effective manner, listen well, share work-related information and be tolerant of others' work styles.
Competent with Microsoft Office; ability and willingness to work with a variety of office equipment and software systems.
Ability to stand for long periods of time.
Ability to lift up to 50 lbs., with or without accommodation.
Complete mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests.
Follow all Whitefish Credit Union, Montana and Federal information privacy guidelines.
Adhere to all Whitefish Credit Union policies and procedures.
Protect Member and Whitefish Credit Union confidential information.
Required Education and Experience:
High school diploma or equivalent.
6-12 months professional customer service experience preferred.
6-12 months professional banking or credit union experience preferred.
This job description is to be considered a general outline of the duties and responsibilities of this position and is subject to changes and revisions by management at any time. Responsibilities are listed as guidelines only and the job is not necessarily limited to these specifications.
Zippia gives an in-depth look into the details of Whitefish Credit Union, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Whitefish Credit Union. The employee data is based on information from people who have self-reported their past or current employments at Whitefish Credit Union. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Whitefish Credit Union. The data presented on this page does not represent the view of Whitefish Credit Union and its employees or that of Zippia.
Whitefish Credit Union may also be known as or be related to WHITEFISH CREDIT UNION ASSOCIATION, Whitefish Credit Union, Whitefish Credit Union Assn (inc) and Whitefish Credit Union Association.