Executive Assistant
Workers Credit Union job in Littleton, MA
Job Title: Executive Assistant
Department: Executive Department
Department Location: Littleton, MA
Reports to: Chief of Staff
Career Stream: Individual Contributor
Classification: Hybrid
FUNCTION:
The Executive Assistant (EA) provides high-level administrative and operational support to the Chief of Staff, the broader C-suite, and other senior leaders ensuring seamless communication, operational efficiency, and proactive support across the executive leadership team. This dynamic role requires a proactive, detail-oriented individual with exceptional organizational, problem-solving, and communication skills. The EA will manage complex calendars, coordinate meetings and travel, support board-related activities, and contribute to the planning of small-scale events. As a strategic and trusted partner, the EA must anticipate needs, think critically, and operate with a high level of professionalism, discretion, and confidentiality in a fast-paced, high-impact environment.
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
Administrative Support:
Manage and prioritize calendars for the CEO, Chief of Staff, and other C-suite executives, including scheduling meetings and resolving conflicts.
Draft, proofread, and edit emails, reports, presentations, and other communications on behalf of executive leadership.
Coordinate domestic travel arrangements, including flights, accommodations, and itineraries for the executive team.
Monitor and organize executive email inboxes, draft responses, and ensure timely follow-up.
Prepare briefing materials and meeting documents for executive engagements.
Reconcile and submit expense reports for the CEO, Chief of Staff, and other C-suite members.
Support cross-functional communication and alignment between executive leadership and internal stakeholders.
Contribute to department and organizational initiatives as needed, demonstrating flexibility and a solutions-oriented mindset.
Board Liaison Support
Assist in coordinating logistics for Board and Committee meetings, including scheduling, agenda preparation, and meeting space arrangements.
Support the development and distribution of Board materials, including presentations and reports.
Serve as a point of contact for Board members regarding scheduling and communications.
Liaise with external consultants supporting Board development and effectiveness.
Maintain a high level of professionalism and confidentiality in all interactions with Board members and external stakeholders.
Meeting and Event Coordination and Support
Plan and coordinate small-scale meetings and events, such as board meetings, meetings with consultants/vendors, and team gatherings.
Manage virtual and in-person meeting logistics, including scheduling, developing agendas, capturing meeting minutes, tracking attendance, reserving meeting spaces, A/V setup, catering, and guest access.
Document detailed meeting minutes for substance and dissemination, accurately capturing decisions and actions.
Coordinate with vendors, suppliers, and other stakeholders to ensure successful event execution.
Office Management
Oversee office supplies and equipment, ensuring a well-stocked and functional workspace.
Maintain filing systems (digital and physical) for executive documents, contracts, and confidential materials.
Assist with onboarding new employees and maintaining office policies and procedures.
Serve as a point of contact for internal and external visitors to the executive suite, ensuring a welcoming and secure experience.
Support other administrative tasks as needed to ensure the smooth operation of the office.
Qualifications:
Proven experience as an Executive Assistant, Administrative Assistant, or similar role.
Demonstrated experience coordinating high-level meetings and events, both virtual and in-person.
Excellent organizational and time-management skills.
Strong written and verbal communication skills.
Proficiency in Microsoft Office Suite (Teams, Word, Excel, PowerPoint, Outlook).
Ability to handle sensitive information with discretion and confidentiality.
Capacity to work independently, anticipate needs, and solve problems proactively.
Preferred Attributes
High emotional intelligence and interpersonal skills.
Ability to synthesize complex information and communicate clearly.
Professional demeanor with tact and diplomacy.
Experience supporting board-level activities is a plus.
Comfort working across multiple executives and adapting to different working styles.
About Workers Credit Union: Since 1914, Workers Credit Union has existed to
Improve the Daily Lives of our Members
. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
Benefits:
Comprehensive medical, dental and vision plans
Basic life and AD&D insurance, short-term disability and long-term disability
15+ days of paid time off (PTO) per year
Up to 16 hours of volunteer time off (VTO) per year
11+ paid holidays
401(k) that includes a Safe Harbor Match of up to 4%.
Tuition Reimbursement Program
Mental health resources including an Employee Assistance Program (EAP)
Individualized learning and development programs
EEO Statement:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Senior Resolution Representative
Workers Credit Union job in Littleton, MA
Job Title: Senior Resolution Representative Department: Member Solutions Department Location: Littleton, MA Reports to: VP Member Solutions Career Stream: Individual Contributor Classification: Hybrid Onsite Frequency: Works on-site at HQ more than 10 days per month with assigned workspace
Pay Grade: 9
FLSA Status: Non-Exempt
Pay Grade Range: $26.98-$33.72
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
FUNCTION: Collects delinquent accounts to minimize the potential loss to the credit union.
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
* Performs collection activities on delinquent accounts greater than 30 days past due including minimum daily call requirements for outbound volume, answer ACD and direct inbound calls, emails, and written correspondence as necessary to resolve delinquent accounts with members.
* Process internal payment transfers
* Process payments over the phone and ensure proper credit to loan
* Review unapplied/ACH reject payments for proper processing
* Consults with members to assist in preventing delinquency by arranging payment plans. Review credit reports and other financial information to recommend a solution to resolve delinquency(ies) including modification, deferment, troubled debt restructure, and the like.
* Review and recommend accounts for charge off
* Gather asset value, vehicle condition, photos, and expenses on impounded vehicles and voluntary surrenders. If necessary, order a field audit. Review findings with AVP and/or VP of department
* Performs skip tracing when necessary (no communication, possible fraud, returned mail, disconnected phone numbers, no lien etc)
* Send Right to Cure / Demand notices (certified and regular mail) to borrower and coborrower(s). Check state where property is located to ensure our compliance with demand notice and related actions.
* Verify our lien has been placed, confirm not active duty (SCRA), update collateral value, and assess the loan to value before placing for repossession
* Assign approved delinquent accounts to a repossession agency. If out of state, contacts agent to get necessary paperwork such as fees and charges as well as bond insurance. Provide repossession agents with any necessary documentation, which would facilitate them locating the vehicle.
* Follow up on all accounts assigned for repossession with agent regarding the status and any updated information.
* Once a vehicle has been repossessed, send a Redemption Letter within allowed timeframe (certified and regular mail), review the condition report, determine if keys are needed (if not redeemed) and take appropriate action.
* Review, approve, process invoices, and determine if fee will be assessed to loan
* Work with member until unit is redeemed or prepped (keys and title) to be transported to auction.
* Prepares and files skip and damage claims with the credit union's insurance carrier, in a timely manner
* Updates collection notes with all collection actions and activity in a concise and timely manner
* Monitors and maintains Bankruptcy Accounts. Updates Bankruptcy report monthly. Files necessary paperwork with court to protect the Credit Union's interest in an asset and/or account. Work with our bankruptcy attorney.
* Adheres to established policies and procedures as well as state and federal regulations governing collection activities.
* In office requirements to mail time sensitive letters (demand and redemption letters) regular and certified mail. Also, document returned mail in the collection system. File requested titles on the tickler filing system.
* Act as a mentor for other Member Solutions staff, sharing acquired knowledge as needed.
* Maintains confidentiality of all data.
* Regularly demonstrates behaviors as defined by the credit union's Fundamentals, which are part of the Workers Way culture program.
* Performs additional duties as requested
Other Duties:
* Adhere to all WCU policies and procedures, which include security compliance and following guidelines intended to limit risk exposure to fraud and losses.
* Participates in department and/or organizational projects as directed.
* Performs other tasks or functions as required, requested, necessary or prudent from time to time.
* Maintains confidentiality of all member and credit union information and data.
* Regularly demonstrates behaviors as defined by the credit union's Fundamentals, which are part of the Workers Way culture program.
Education
* HS diploma or equivalent.
Experience
* Five years of collections experience
Knowledge/Skills/Abilities/Competencies
* Knowledge of Collection practices and law, bankruptcy law and court procedures; telephone collection skills; knowledge of COCC computer system and IBS collection package; computer skills.
* Bilingual proficiency preferred
Work Environment:
* This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines.
Physical Demands:
* Able to communicate orally with co-workers and members. Able to operate telephone, computer keyboard and
other office machines that require finger dexterity and repetitive motion. Visual acuity necessary to prepare/inspect documents. Occasional lifting up to 10 lbs., sedentary work, sitting most of the time.
About Workers Credit Union: Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
Benefits:
* Comprehensive medical, dental and vision plans
* Basic life and AD&D insurance, short-term disability and long-term disability
* 15+ days of paid time off (PTO) per year
* Up to 16 hours of volunteer time off (VTO) per year
* 11+ paid holidays
* 401(k) that includes a Safe Harbor Match of up to 4%.
* Tuition Reimbursement Program
* Mental health resources including an Employee Assistance Program (EAP)
* Individualized learning and development programs
EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
IT Solutions Specialist
Workers Federal Credit Union job in Littleton, MA or remote
Job Title: IT Solutions Specialist
Department: Information Technology
Department Location: Littleton, MA
Reports To: Director, Digital Workspace
Career Stream: Individual Contributor
Classification: Hybrid/On-site with local travel
Exemption: Non-Exempt
Pay Grade: 9
Pay Grade Range: $26.98 - $33.72
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
FUNCTION:
The IT Solutions Specialist role is responsible for delivering first-line technical support to end-users across the organization. This position focuses on resolving routine IT issues, escalating complex problems appropriately, and ensuring a consistently high level of customer service.
As part of the Digital Workspace team, the IT Solutions Specialist plays a hybrid role that combines frontline support with platform stewardship. This includes supporting users, managing enterprise platforms, and contributing to strategic IT initiatives that enable secure, scalable, and modern workplace experiences.
This role also includes onsite support at branch locations throughout Central Massachusetts, requiring weekly local travel to ensure consistent IT service delivery and effective stakeholder engagement.
ESSENTIAL JOB DUTIES:
End-User & Device Support
Provide Tier 1-3 support for desktops, laptops, mobile devices, printers, and peripherals.
Troubleshoot OS, application, and network connectivity issues across Windows, iOS, Android environments.
Support onboarding/offboarding processes, device provisioning, and user access management.
Deliver onsite support to branch offices across Central MA as needed.
Maintain accurate documentation of support requests, resolutions, and SOPs.
Platform & Systems Administration
Manage and optimize Microsoft 365 services (SharePoint, Teams, Exchange Online, OneDrive).
Administer Entra ID, Trad Active Directory, GPO, Conditional Access, DLP, and Microsoft Purview policies.
Support Sentinel integration and incident response workflows.
Lead patching and vulnerability management across endpoints and infrastructure.
Networking & Infrastructure
Administer Cisco Meraki or similar networking platforms.
Monitor performance, implement upgrades, and ensure secure connectivity.
Project & Process Leadership:
Drive cross-functional IT projects from planning to execution.
Coordinate release cycles, change management, and stakeholder communications.
Support Jira workflows, automation, and integrations; assist with Confluence and Atlassian tools.
Governance & Vendor Management:
Ensure compliance with IT policies, procedures, and audit requirements.
Own relationships with key vendors and service providers.
Manage contracts, renewals, and performance metrics.
Qualifications:
Bachelor's degree in Information Technology or related field (or equivalent experience).
3+ years of experience in IT support, systems administration, or digital workspace roles.
Strong expertise in Microsoft 365, Entra ID, and cloud security frameworks.
Experience with Cisco Meraki or similar networking technologies.
Familiarity with Microsoft Administration, Power Platform, Purview, Jira, and Confluence.
Excellent problem-solving, communication, and project coordination skills.
Certifications such as CompTIA A+, Microsoft Certified: Modern Desktop Administrator, Security+, or ITIL are a plus.
Valid driver's license and ability to travel locally to branch sites as needed.
WORK ENVIRONMENT:
Hybrid Work Environment: This position offers a hybrid work environment, combining remote work with regular on-site days at the Littleton Headquarters. This work environment is subject to change based on business needs.
Professional office environment.
Regular use of computers, phones, and standard office equipment.
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
This is a largely sedentary role.
While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms.
This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, and fax machines.
Ability to travel to other work locations as required.
About Workers Credit Union: Since 1914, Workers Credit Union has existed to
Improve the Daily Lives of our Members
. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
Benefits:
Comprehensive medical, dental and vision plans
Basic life and AD&D insurance, short-term disability and long-term disability
15+ days of paid time off (PTO) per year
Up to 16 hours of volunteer time off (VTO) per year
11+ paid holidays
401(k) that includes a Safe Harbor Match of up to 4%.
Tuition Reimbursement Program
Mental health resources including an Employee Assistance Program (EAP)
Individualized learning and development programs
EEO Statement:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Auto-ApplySenior Mortgage Underwriter
Workers Credit Union job in Littleton, MA or remote
Job Title: Senior Mortgage Underwriter Department: Mortgage Lending Department Location: Littleton, MA Reports to: Mortgage Underwriting Manager Career Stream: Individual Contributor Classification: Hybrid Onsite Frequency: On-site at HQ more than 10 days per month with assigned workspace
Pay Grade: 12
FLSA Status: Exempt
Pay Grade Range: ($81,812.64 - $102,265.90 - $122,719.17)
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
FUNCTION: Responsible for underwriting first mortgages and home equity loan applications. Ensures all files are complete and compliant with Workers Credit Union policies, investor requirements, mortgage insurance standards, and applicable government loan regulations.
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
* Underwrites first mortgage loans in compliance with all secondary market requirements, private mortgage insurance requirements, regulatory requirements and Workers Credit Union policies.
* Underwrites home equity loans in accordance with private mortgage insurance requirements, regulatory requirements and Workers Credit Union policies.
* Evaluates borrower creditworthiness and collateral to determine loan eligibility and assess overall risk to the credit union.
* Exercises sound judgment in approving, suspending, or denying loan applications based on a comprehensive risk analysis.
* Uses analytic tools (i.e. Collateral Underwriter, fraud prevention, etc.) in the risk assessment of the loan to determine requirements to meet legal and investor requirements.
* Ensures underwriting decisions align with the credit union's risk appetite, lending policies, and regulatory requirements.
* Remains current on investor and mortgage insurance guidelines.
* Prepares commitment letter for home equity and first mortgage loans.
* Clears loans for closing by ensuring pre-closing conditions have been satisfied.
* Reviews and decisions subordination requests according to loan policy.
* Provides the origination staff with support for the review of preapprovals.
* Uses knowledge of investor and mortgage insurance guidelines along with loan policy to not only approve loans as submitted but to restructure loans as required to obtain an approval.
* Tracks key milestones such as contingencies, closing dates, and rate lock expirations; communicate proactively with all applicable teams.
* Collaborates with internal stakeholders to resolve complex loan issues and ensure timely decision-making.
* Prepares and issue revised Loan Estimates in compliance with TRID for any changes in circumstance.
* Maintains confidentiality of all data.
* Upholds the Workers Credit Union "Workers Way" culture through daily interactions and behaviors.
* Performs other duties as assigned to support departmental and organizational goals.
* Additional Responsibilities for Senior Mortgage Underwriter:
* Serves as a subject matter expert and resource for junior underwriters, providing guidance on complex loan scenarios, regulatory compliance, and internal procedures.
* Serves as a key decision-maker in loan policy exceptions, providing rationale and risk mitigation strategies.
* Supports the training and onboarding of new team members and temporary staff in collaboration with underwriting leadership.
* Takes ownership of high-volume or high-complexity pipelines including high-balance, non-conforming, or exception-based loans.
* Leads or participate in departmental initiatives aimed at improving underwriting efficiency, compliance, and member experience.
* Supports the implementation of policy updates, system enhancements, and procedural changes in coordination with mortgage underwriting leadership
Other Duties:
* May be asked to provide coverage in other WCU branches or departments.
* Adhere to all WCU policies and procedures which include security compliance and following guidelines intended to limit risk exposure to fraud and losses.
* Participates in department and/or organizational projects as directed.
* Performs other tasks or functions as required, requested, necessary or prudent.
* Maintains confidentiality of all member and credit union information and data.
* Regularly demonstrates behaviors as defined by the credit union's Fundamentals, which are part of the Workers Way culture program.
Education
* High School Diploma or Equivalent Required.
Experience:
* 2-5 years of experience in secondary mortgage underwriting. Knowledgeable in real estate lending guidelines and regulations including secondary market. Skilled in evaluating borrower credit, collateral, and capacity in accordance with investor and regulatory guidelines. Proficient in using loan origination systems (LOS) and automated underwriting systems (AUS). Known for sound judgment, attention to detail, efficiency in pipeline management, and effective communication with Originators, Processors, and Closers to ensure timely and accurate closings.
* Additional Qualifications for Senior Mortgage Processor:
* 5-8 years of experience in secondary mortgage underwriting, including complex loan types such as jumbo, construction, non-conforming and portfolio products. Demonstrated ability to assess risk, make high-level credit decisions, and mentor junior underwriters. Experienced in leading underwriting process improvements and maintaining high-quality standards in a fast-paced environment. Recognized for attention to detail, leadership, and commitment to confidentiality and organizational values.
Knowledge/Skills/Abilities/Competencies:
A successful Underwriter demonstrates deep knowledge of mortgage products, investor guidelines, and regulatory requirements (including TRID, RESPA, and HMDA). Proficient in loan origination systems (LOS), AUS platforms, and document management tools. Strong analytical and decision-making skills are essential for assessing credit risk and ensuring sound underwriting decisions. Must be detail-oriented, organized, and capable of managing multiple priorities. The role requires confidentiality, adaptability, and collaboration with internal teams to ensure efficient, compliant, and risk-aligned loan underwriting.
Work Environment:
* Hybrid Work Environment: This position offers a hybrid work environment, combining remote work with regular on-site days at the Littleton Headquarters. This work environment is subject to change based on business needs.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
* This is a largely sedentary role.
* While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms.
* This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines.
About Workers Credit Union: Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
Benefits:
* Comprehensive medical, dental and vision plans
* Basic life and AD&D insurance, short-term disability and long-term disability
* 15+ days of paid time off (PTO) per year
* Up to 16 hours of volunteer time off (VTO) per year
* 11+ paid holidays
* 401(k) that includes a Safe Harbor Match of up to 4%.
* Tuition Reimbursement Program
* Mental health resources including an Employee Assistance Program (EAP)
* Individualized learning and development programs
EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Procurement Professional Services Category Manager, Full-Time, Hybrid MA
Remote or Marlborough, MA job
Schedule Monday - Friday 8a-5p What You'll Do This position will support our Professional Services Category. The position will be responsible for developing and implementing category strategies, managing supplier relationships, and optimizing costs for all Professional Servies-related procurements. This role requires a strategic thinker with strong negotiation skills, deep market knowledge, and the ability to collaborate with cross-functional teams.
Essential Functions:
* Category Strategy Development:
* Develop and implement comprehensive category strategies for Professional Services, including consulting, legal, audit, financial services, HR-related services and lending services.
* Analyze market trends, supplier capabilities and organizational requirements to identify cost-saving opportunities and innovative solutions.
* Supplier Management:
* Build and maintain strong relationships with key suppliers and stakeholders.
* Conduct regular supplier performance reviews and negotiations to ensure the best value and service levels.
* Mange supplier risk and ensure compliance with company policies and industry procedures.
* Procurement Process Optimization:
* Lead the procurement process from end-to-end, including RFP/RFQ, bid evaluation, contract negotiation, and supplier selection.
* Identify and implement process improvements to enhance efficiency and effectiveness.
* Ensure accurate and timely documentation and reporting of procurement activities.
* Cost Management
* Develop and manage the Professional Services procurement budget.
* Monitor and report on cost-saving initiatives and financial performance against targets.
* Implement strategies to achieve cost reduction and value optimization.
* Cross-Functional Collaboration:
* Work closely with IT, finance, legal and other departments to ensure alignment of procurement activities with business objectives.
* Facilitate effective communication and collaboration across teams to support project goals and timelines.
* Market Intelligence:
* Stay abreast of market developments, emerging technologies, and industry best practices.
* Provide insights and recommendations based on market intelligence to inform strategic decision-making.
* Perform other job-related duties as assigned or requested.
* Complies with regulatory compliance and assigned training requirements.
What You'll Need
Qualifications and Experience Requirements:
* Bachelor's degree in business administration, Supply Chain Management, or a related field. Master's degree or relevant professional certification (e.g., CPM, CPSM) is a plus.
* Minimum of 5-7 years of experience in Professional Services procurement or a related field.
* Proven track record of developing and implementing category strategies and managing supplier relationships.
* Strong negotiation, analytical, and problem-solving skills.
* Excellent communication and interpersonal skills.
* Ability to work independently and as part of a team in a fast-paced, dynamic environment.
* Proficiency in procurement software and tools, as well as Microsoft Office Suite.
Preferred Qualifications:
* Experience in a Financial Institution, Credit Union specific, is a plus.
* Knowledge of IT hardware, software, and services procurement.
* Familiarity with legal and regulatory aspects of IT procurement.
What We Do
DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,700 team members, we strive to make DCU a great place to work with an excellent work-life balance and a community that cares.
DCU is an equal-opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to ************** and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.
DCU is not currently offering Visa transfer/ sponsorship for this position.
Excepted Pay Range
$100,100 - $113,900
#INDMI
Relationship Banker 1
Auburn, MA job
Base Compensation Range:
Base salary is one component of total compensation. Employees may also be eligible for an annual bonus and some roles may also be eligible for overtime pay. The above represents the expected base compensation range for this job requisition. Ultimately, in determining pay, we consider various factors including, but not limited to, skills and experience.
POSITION SUMMARY: Proactively assists retail customers in strengthening their financial relationship with the Bank through needs-based conversations, recommendations of Bank product and service offerings, referrals to partners and account openings. Maintains confidentiality of bank records and customer information. Adheres to bank policies, procedures, and regulatory requirements. Consistently provides outstanding service representing the branch and the Bank in a courteous, professional, and friendly manner.
Principal Responsibilities:
Delivers outstanding personalized, responsive, and accurate customer service. Educates and assists customers with digital banking services.
Processes transactions including, deposits, withdrawals, check cashing and loan payments.
Participates in daily branch operational tasks including, branch opening/closing and daily cash recycler balancing. Assists customers with access to safe deposit.
Opens basic consumer accounts and services for retail customers.
Listens and recognizes customers' financial needs to develop and deepen relationships.
Builds trust and delivers solutions by addressing and taking ownership of customer inquiries ensuring timely follow-up and meeting commitments.
Refers customers to other branch specialists and Bank partners such as the Investment Center, Business Lending, Business Services, and Mortgage Loan Officer as appropriate.
Attains individual sales goals and contributes to overall branch goals.
Proficient in accessing operational policies and procedures, as well as the core banking system.
Adheres to bank policies, procedures, and regulatory requirements. Maintains confidentiality of bank records and customer information.
Regular, reliable attendance is critical.
NOTE: This position description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.
REQUIRED SKILLS: Sound communication skills and customer service skills focused on relationship building. Strong attention to detail and ability to multi-task. Exhibits sound judgement and displays an enthusiastic spirit. Proficient in Microsoft Office Suite and banking software applications. Ability to learn and adapt to new information and technology platforms. Regular, reliable attendance is critical. NMLS license.
WORK ENVIRONMENT AND PHYSICAL DEMANDS: Work is often performed in an office environment, with frequent interruptions. Ability to remain in a stationary position, move inside the workplace, operate a computer, and exchange information. Occasionally required to move coin of approximately 50lbs. Must be able to positively discern and identify an individual. Willingness to work a flexible schedule and required to travel locally.
MINIMUM EDUCATION: High School or General Education (GED) Degree.
MINIMUM PRIOR EXPERIENCE: 1-3 years related experience.
Webster Five is an equal opportunity employer. We are committed to fostering and championing a culture of inclusion, equity, and diversity. Accommodations are available for applicants with disabilities.
Auto-ApplySenior Strategy Consultant, Full-Time, Hybrid, MA
Remote or Marlborough, MA job
Schedule Mon - Fri 8a-5p What You'll Do Summary/Objective: This role plays a pivotal role in shaping and connecting the organization's objectives into clear actions. This role will collaborate cross-functionally to facilitate business unit strategy sessions, ensuring business unit and division plans alignment to the enterprise strategy. This role requires skills including strong collaboration, the ability to influence and lead through indirect relationships, self-starter and is comfortable working independently.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Lead and facilitate structured strategy/business planning workshops across all organizational levels, from operational teams to Executive Leadership.
* Collect performance metrics from business units, review trends, identify areas requiring attention, and interpret results for strategic/business planning.
* Conduct research on market dynamics, industry trends, benchmarks, and competitive landscape to inform strategic recommendations.
* Knowledge of strategy development tools, techniques and approaches
Assess the appropriate approach to elicit decisions to form and revise strategies.
* Synthesize quantitative data and qualitative inputs into actionable hypotheses, strategic priorities, and recommendations.
* Interact confidently with stakeholders at all levels; question norms, test assumptions, and build credibility via constructive challenge and influence.
* Translate complex findings into compelling narrative presentations, reports, and executive summaries-suitable for varied audiences including senior leadership.
* Navigate Ambiguity & Drive Action while thriving in environments with shifting priorities, define clarity from uncertainty, and drive strategic alignment and execution.
* Working with leaders, form OKR's and the appropriate monitoring process to ensure progress to strategic plans
* Perform other job-related duties as assigned or requested.
Complies with regulatory compliance and assigned training requirements
What You'll Need
Education and Experience Requirements:
* Bachelor's degree or advanced education in Business, Finance, Strategy, or related field
* Minimum of 5 to 7 years of experience in consulting, corporate strategy, business planning, operations, finance or related roles.
* Knowledge, understanding and use of strategic frameworks, tools, and processes.
* Self starter who is Intellectually curious and a continuous learner who stays on top of market and sector trends.
* Critical thinking with the ability to make the complex simple
* Analytical, data-driven mindset with comfort in Excel, PowerPoint, Word and other common tools.
* Strong facilitation, influencing, and moderation capabilities.
Additional Eligibility Requirements:
* Strategic thinker with execution focus; ownership mentality with knowledge and experience working with strategic frameworks
* Tolerance for ambiguity and decisiveness under uncertainty.
* Intellectual curiosity and ability to connect dots across disparate data.
* Confident, credible presence; ability to work collaboratively and push back when needed.
* Highly adaptable-and comfortable learning quickly.
* Able to form trusting relationships
* Embraces diversity and open to varying styles and points of views.
What We Do
DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,700 team members, we strive to make DCU a great place to work with an excellent work-life balance and a community that cares.
DCU is an equal-opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to ************** and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.
DCU is not currently offering Visa transfer/ sponsorship for this position.
Expected Pay Range
$115,100 - $145,000
Business Intelligence Analyst
Workers Federal Credit Union job in Littleton, MA or remote
Job Title: Business Intelligence Analyst
Department: Information Technology
Department Location: Littleton, MA
Reports To: Director, Data Analytics
Career Stream: Individual Contributor
Classification: Hybrid/On-site with local travel (Must be able to travel locally on site to be considered)
Exemption: Exempt
Pay Grade: 11
Pay Grade Range: $72,072.62 - $90,090.89
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
FUNCTION:
The Business Intelligence Analyst plays a critical role in enabling data-driven decision-making across the organization. This role is responsible for designing, developing, and delivering actionable insights through modern analytics platforms, primarily Power BI. The analyst partners closely with business leaders to understand strategic objectives, translate them into analytical solutions, and foster a culture of data-informed decision-making.
This position supports Workers Credit Union's transformation toward a federated, proactive analytics model by delivering high-impact visualizations, ensuring data integrity, and contributing to the development of scalable, self-service analytics capabilities.
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
Insight Development & Visualization:
Collaborate with business stakeholders to understand strategic goals and translate them into analytical requirements.
Design and build intuitive, interactive dashboards and reports using Power BI.
Identify trends, patterns, and opportunities that drive business performance and strategic alignment.
Promote and track meaningful KPIs across departments.
Stakeholder Engagement & Enablement
Serve as a trusted analytics partner to business units, helping them interpret data and apply insights across a portfolio managed by the Analyst.
Support the development of self-service analytics capabilities and data literacy across the organization.
Provide consultative guidance on data usage, visualization best practices, and performance measurement.
Data Quality & Governance
Ensure accuracy, consistency, and reliability of data used in reporting and analysis.
Collaborate with data engineering and governance teams to resolve data quality issues and improve data pipelines.
Maintain documentation and metadata for reports, dashboards, and data sources.
Project Execution & Continuous Improvement
Lead or support analytics projects from requirements gathering through deployment and support.
Continuously improve reporting assets based on user feedback and evolving business needs.
Contribute to the development of analytics standards and governance frameworks.
Innovation & AI Enablement
Workers Credit Union is actively investing in AI and Generative AI to transform how data is used across the organization. The Business Intelligence Analyst will contribute to this effort by:
Exploring opportunities to integrate GenAI into reporting and dashboarding workflows, using tools such as CoPilot & Azure OpenAI.
Partnering with data engineering and business teams to identify use cases for AI-driven insights.
Supporting the development of scalable, AI-enhanced analytics solutions that improve decision-making and member experience
Other Duties:
Performs additional duties or responsibilities as required, requested, or deemed appropriate.
May be asked to provide coverage in other WCU departments, functions, or business units as needed.
Complies with all WCU policies and procedures.
Contributes to departmental and organizational projects and initiatives as assigned.
Maintains the confidentiality of all member and credit union information at all times.
Education
Bachelor's degree in Data Analytics, Information Systems, Business Intelligence, or related field.
Experience
3+ years of experience in analytics, business intelligence, or data visualization.
Proven experience with Power BI (Tableau experience a plus).
Experience working directly with business stakeholders to deliver insights.
Skills & Competencies
Strong analytical thinking and problem-solving skills.
Strong Business Acumen, Establishing Business Requirement Definitions, working with cross-functional stakeholders.
Excellent communication and storytelling abilities using data.
Proficiency in data modeling, DAX, SQL, and visualization design.
Familiarity with data governance, MDM, and data dictionaries.
Ability to work independently and collaboratively in a hybrid environment.
Work Environment:
This job operates in a professional office environment
Hybrid Work Environment: This position offers a hybrid work environment, combining remote work with regular on-site days at the Littleton Headquarters. This work environment is subject to change based on business needs.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
This is a largely sedentary role.
While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms.
This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines.
Ability to travel to other work locations as required.
About Workers Credit Union: Since 1914, Workers Credit Union has existed to
Improve the Daily Lives of our Members
. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
Benefits:
Comprehensive medical, dental and vision plans
Basic life and AD&D insurance, short-term disability and long-term disability
15+ days of paid time off (PTO) per year
Up to 16 hours of volunteer time off (VTO) per year
11+ paid holidays
401(k) that includes a Safe Harbor Match of up to 4%.
Tuition Reimbursement Program
Mental health resources including an Employee Assistance Program (EAP)
Individualized learning and development programs
EEO Statement:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Auto-ApplyDocument Management Team Member I, Marlborough, MA, Part-Time, Hybrid
Remote or Marlborough, MA job
Schedule Mon-Fri: 11:00 am - 3:00 pm (20 hours) What You'll Do Summary/Objective: Process work pertaining to the Document Management job responsibilities and assist members and front- line staff with questions pertaining to those processes. Assist Document Management team with achieving key performance goals and service level standards. Cross train on a variety of Deposit Services processes to further support the overall goals of the department and DCU.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Actively contributes to DCU's Success Sharing initiatives and practices DCU's principles of People Come First; Do the Right Thing; Make a Difference
* Maintains a high level of professionalism and respect during interactions with both members and colleagues alike
* Maintains a working knowledge of and adheres to DCU policies and procedures related to the position as well as all applicable regulations
* Performs work functions with attention to detail, within established timeframes and follows through as needed to complete tasks
* Meets or exceeds performance goals, including but not limited to, service level achievement, timeliness of tasks, quality of work, service quality and others as assigned
* Provide phone coverage to assist the Information Center, Branches, various departments, and members. Answer incoming calls to the Document Management hunt line
* Process daily work within service level
* Document Copy, Letter Request and Contact Information File Maintenance Service Requests
* Complete member Request to Close Service Requests
* Answering member requests/ emails
* Iron Mountain Scanning
* Iron Mountain Record Retention
* Scanning documents for archival
* Verification of Deposit
* Demand/Original Statements
* Check/Deposit Copies
* Process daily reports regarding updating of member file maintenance
* Address Changes
* Department E-fax Distribution
* Sort and Distribute Department Mail
* Department Supply Ordering
* Establish and maintain an effective and positive working relationship with coworkers, supervisors, and members.
* Complete training courses within established guidelines.
* Adhere to DCU's policies and procedures. Lead by example and always conduct yourself in a professional manner.
* Perform other job-related duties as assigned by Manager(s).
What You'll Need
* Six months to one-year related experience, financial institutions preferred
* Prior customer service experience
* Basic PC skills
* Must be rated at least a Good
* Must have no performance issues.
What We Do
DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,700 team members, we strive to make DCU a great place to work with an excellent work-life balance and a community that cares.
DCU is an equal-opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to *************** and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.
DCU is not currently offering Visa transfer/ sponsorship for this position.
Expected Pay Range
$20.50 - $22.60 / hour
Teller, Worcester Gold Star, Part-Time 26.5 hr., Onsite
Worcester, MA job
Schedule Tue - Fri: 11:30-4:30 Sat. 8:30 - 3:30 What You'll Do Summary/Objective: Contribute to DCU's Success Sharing and business goals by identifying members' needs, providing service excellence and helping members achieve their financial goals. Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Accurately process all teller transactions such as deposits, withdrawals, loan payments and check cashing, as well as assist with end of day balancing.
* Understand and explain all DCU products and services and complete member requests.
* Achieve individual referral goals by identifying the financial needs of new and existing members by building strong business relationships and educate and cross sell appropriate products and services.
* Adhere to all DCU policies and procedures, which include security compliance and following guidelines intended to limit risk exposure to fraud and losses.
* May be asked to provide coverage in other DCU areas such as other branches, Information Center, or support departments.
* Continuously identify and submit efficiency and process improvement ideas
* Perform other job-related duties as assigned.
What You'll Need
* High School Diploma or equivalent
* Prior cash handling experience
* Previous customer service experience preferred
* Verbal communication skills
* Technical skills (Windows, Microsoft Office)
* Bilingual skills a plus
What We Do
DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,700 team members, we strive to make DCU a great place to work with an excellent work-life balance and a community that cares.
DCU is an equal-opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to ************** and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.
DCU is not currently offering Visa transfer/ sponsorship for this position.
Expected Pay Range
$20.00
Mortgage Risk Analyst I, Full-Time, Hybrid MA
Remote or Marlborough, MA job
Schedule Monday through Friday 8a-5p What You'll Do Summary/Objective: The Mortgage Risk Analyst I is responsible for performing regulatory compliance tests and analysis of mortgage loans and home equity loans/lines. Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Support the Mortgage Department to develop and maintain an optimized and efficient regulatory program for mortgage loans and home equity loans/lines. * Perform ad hoc quality assurance testing to ensure internal policies and procedures are adhered to within the mortgage lending process. * Track and report the results of testing, providing both technical and functional suggestions to enhance the member experience through the lending process and create efficiencies for mortgage lending personnel. * Work with the Mortgage Risk and Compliance Departments to revise and implement existing and future regulatory needs throughout the mortgage lending and servicing areas. * Work with Mortgage Department leadership on internal and external audit examinations, assisting in the resolution of any outstanding issues. * Responsible for maintaining a mortgage lending compliance program in various areas, such as Fair Lending, HMDA, and TRID. * Assist in the design and implementation of projects and activities to further the growth of mortgage lending at DCU. * Work with Mortgage Risk leadership to develop the Mortgage Department's annual compliance testing plan. * Develop Key Risk Indicators (KRIs) for early warning signs of compliance concerns. * Monitor various indicators of risk - KRIs, QC results, compliance testing results, complaints, risk assessment results, etc., to identify weaknesses and assist in remediating. * Review new products/services for potential compliance concerns; prepare risk assessments. * Maintain knowledge of, and adhere to, the Credit Union's internal compliance policies and procedures. * Provide innovative, detailed, and practical solutions to an extensive range of demanding and complicated problems. * Make recommendations for changes to procedures and documentation. * Create and maintain gap analysis detail reporting. * Manage large data sets, troubleshoot, and develop efficient processes for collecting and aggregating data. * Communicate effectively with team members and Mortgage Department leadership. * Identify issues and escalate as needed. * Perform other job-related duties as assigned. What You'll Need Education and Experience Requirements: * 5-7 years of leadership and related mortgage lending experience * BA/BS Degree * Knowledge of State and Federal compliance regulations * Knowledge of Secondary Market guidelines Additional Eligibility Requirements: *
Technical Skills (word, excel, outlook etc.) * Professional Written and Verbal Communication skills What We Do DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,700 team members, we strive to make DCU a great place to work with an excellent work-life balance and a community that cares. DCU is an equal-opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to ************** and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address. DCU is not currently offering Visa transfer/ sponsorship for this position. Expected Pay Range $30.00 - $33.70 #INDMI
Collections Assistant Manager, Full-Time, Hybrid MA
Remote or Massachusetts job
Schedule Mon - Fri: 8 AM - 5 PM (40 Hours) What You'll Do Summary/Objective: To provide support to the Collections Manager and/or Director of Collections and to direct the department's ongoing effort to achieve the lowest possible delinquency and charge off ratios. Manages and coordinates the daily activities of team leaders and staff to ensure adherence to the credit union's policies, procedures and regulatory guidelines. Regularly evaluates collection operations and processes and presents recommendations to make the department more efficient through the use of technology or redistribution of duties.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Direct daily activities of the Collections Department staff to ensure proper and timely response and handling to all member accounts in non-performing status.
* Recommend loan workout options to Consumer Loan and Mortgage departments
* Identifies, analyzes, and measures portfolio trends, providing regular updates to management.
* Coordinates and monitors performance of all collections vendors
* Participate in monthly meetings with the Consumer Loan Department to review trends in underwriting and collection activity.
* Work with the Collections Manager and/or Director of Collections to develop an effective department incentive program. Monitor the program and recommend changes when necessary.
* Review repossessions and remarketing of repossessed collateral, in order to make informed decisions and recommendations for the disposal while limiting the credit union's exposure.
* Conduct periodic analysis for mortgage loan to values on delinquent accounts.
* Manage investor/PMI mortgages in default in order to ensure compliance with policies and regulations.
* Provide leadership, support, guidance, training and supervision to staff
* Participates in all collections related audits and respond to internal audits
* Manage escalations from members and provide timely resolutions and/or additional information
* Utilize the Collection Package, XP and LoanServ to obtain necessary data and statistics to create reports and/or charts for Collections. Analyze Collections statistical data
* Monitor daily department service level and make adjustments as necessary
* Keep informed of industry trends for collection practice by reading industry articles
* Manage projects related to department's and organizations strategic, financial, efficiency and operational goals
* Fosters a team and call center culture that specializes in people and performance management, coaching and development, and employee engagement to the extent that performance and results are considered best in results, effectiveness, cost efficiency, compliance, and member
* Meets with Team Leaders and Quality Assurance specialist to discuss call monitoring results and implement department trainings and recommend changes to training
* Conduct brainstorming sessions to encourage efficiency, process innovation ideas in reducing delinquency and charge-off ratios.
* Participate in and/or facilitate team project and focus groups as assigned by the Dept. Manager
* Perform other job-related duties as assigned by Managers(s).
What You'll Need
Education and Experience Requirements:
* Bachelor's degree in business-related field or equivalent experience required
* Minimum of 5 years progressive management experience in consumer collection and/or lending
* Previous management experience in a call center and/or financial institution preferred
* Strong analytical skills, ability to think strategically and influence business decisions
* Excellent communication skills and utilization of computer applications
* Knowledge of the Fair Debt Collection Act, Fair Credit Reporting Act and other applicable collection laws
Additional Eligibility Requirements:
* Previous experience in a call center and/or financial institution preferred
* Knowledge of the Fair Debt Collection Act, Fair Credit Reporting Act and other applicable collection laws
* Ability to handle multiple priorities.
*
What We Do
DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,700 team members, we strive to make DCU a great place to work with an excellent work-life balance and a community that cares.
DCU is an equal-opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to ************** and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.
DCU is not currently offering Visa transfer/ sponsorship for this position.
Excepted Pay Range
$78,900 - $88,800
#INDHI
Senior Software Engineer, Pega, Chelmsford, Hybrid, Full-time, 5 Days In-Office/ Month Requirement
Chelmsford, MA job
Schedule Monday-Friday 8-5 (40 hours) Hybrid 5 days/month in-office What You'll Do Summary/Objective: The Senior Pega Engineer/Developer will be responsible for designing, developing, testing, and maintaining Pega-based applications and solutions. The role involves working closely with cross-functional teams to deliver high-quality software that meets business needs. The ideal candidate will have a strong background in Pega development, deployment automation, test automation, and general SDLC and DevOps practices.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
* Design, develop, and test features and functionality for new and existing applications or solutions as part of an Agile Scrum team.
* Build and configure applications and business processes using the Pega Platform, ensuring alignment with business requirements and performance standards.
* Communicate effectively with business stakeholders to gather requirements, provide updates, and ensure that development work aligns with business goals.
* Collaborate closely with cross-functional teams, including business analysts, QA, DevOps, and operations teams, to deliver high-quality solutions.
* Ensure Pega solutions are configured according to best practices, with a focus on scalability, maintainability, and performance.
* Conduct peer reviews of configurations and contribute to the development of best practices and standards.
* Become a subject matter expert on one or more areas of functionality within the Pega environment, providing guidance and mentorship to junior team members.
* Stay current with Pega technology updates, industry trends, and best practices, and advocate for their adoption.
* Accurately document configurations, rules, and any changes made within the Pega environment, ensuring that documentation is kept up-to-date and accessible.
* Provide regular development updates and status reports to teams and stakeholders, highlighting risks, issues, and progress.
* Perform unit and integration testing of Pega configurations as part of the SDLC process, ensuring that they meet functional and performance requirements before deployment.
* Collaborate with QA teams to define test strategies, automate testing where possible, and ensure comprehensive test coverage.
* Participate in the deployment of Pega applications to production environments, ensuring that deployments are smooth and without issues.
* Support and maintain Pega applications, applying patches, fixes, and enhancements as required.
* Implement and maintain security best practices within the Pega environment, ensuring compliance with relevant standards and regulations.
* Conduct regular security reviews and vulnerability assessments to identify and mitigate potential risks.
* Continuously seek opportunities to improve development processes, tools, and practices within the team.
* Actively participate in retrospectives and other team activities to drive process improvements.
What You'll Need
Education and Experience Requirements:
* Bachelor's degree in Information Systems, Computer Science, software engineering, or mathematics.
* 6+ progressive years of experience in building and implementing model-driven, enterprise-level business solutions and applications in Pega
* Must possess a Pega Certified Senior System Administration (CSSA) certification
* Possess an understanding of business management
* Big plus if prior/current .NET development experience
Additional Eligibility Requirements:
* Dedication to achieving results with a team-oriented drive and a demonstrated ability to lead by example
* Aptitude to pick up new concepts and technology rapidly and ability to explain it to both business & IS stakeholders
Good interpersonal skills and the ability to communicate, partner, and collaborate
What We Do
DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,700 team members, we strive to make DCU a great place to work with an excellent work-life balance and a community that cares.
DCU is an equal-opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to ************** and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.
DCU is not currently offering Visa transfer/ sponsorship for this position.
Expected Pay Range
$115,100 - $131,000
#INDLW
Temporary Contract Specialist (4-6 Month Contract), Full-Time, Hybrid MA
Remote or Marlborough, MA job
Schedule Monday through Friday 8a-5p 4-6 Month Contract What You'll Do Summary/Objective: This role will prepare, negotiate, and manage commercial contracts between DCU and third-party vendors and partners. It will also ensure that all contracts comply with legal requirements, company policies, and industry standards. This role requires strong analytical skills, attention to detail, and the ability to work effectively with cross-functional teams.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Draft, review, and negotiate contracts, agreements, and other legal documents.
* Ensure compliance with legal, regulatory, and company policy requirements.
* Analyze contract terms and conditions (consider adding obligations, liabilities, etc if warranted) to identify and mitigate risks.
* Coordinate with internal stakeholders, including legal, finance, vendor management, and procurement teams, to ensure alignment on contract terms.
* Manage contract lifecycle, including amendments, renewals, and terminations.
* Maintain accurate and organized contract records and documentation.
* Provide guidance and training to team members on contract-related matters.
* Stay current with industry trends and legal developments related to contracts and contract law by participating in educational opportunities and reading professional publications.
* Administer contract administration-related processes.
* Identify and implement efficiencies in the contract lifecycle and administration processes.
* Prepare and communicate contract lifecycle reporting and analysis.
* Perform other job-related duties as assigned or requested.
What You'll Need
Qualifications and Experience Requirements:
* Bachelor's degree in business administration, Law, Finance, Supply Chain or a related field.
* 0-2 years of experience in contract management, procurement, or a related role involving drafting, reviewing, negotiating, and managing contracts.
* Strong understanding of and experience with contract law and industry-specific regulations (at the state and federal level)
* Excellent negotiation, analytical, and problem-solving skills.
* Detail-oriented and organized with strong time management skills and the ability to manage multiple contracts simultaneously.
* Proficiency in contract management software and Microsoft Office Suite.
* Strong verbal and written communication and interpersonal skills.
* Ability to work independently and as part of a team in managing internal client relationships and working with external, third-party vendors.
Preferred Qualifications:
* Professional certification in contract management (e.g., CPCM, CCCM, CFCM).
* Prior experience in financial institutions is preferred, especially experience in a contract specialist or contract analyst role.
* Familiarity with legal and regulatory aspects of financial institutions.
What We Do
DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,700 team members, we strive to make DCU a great place to work with an excellent work-life balance and a community that cares.
DCU is an equal-opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to ************** and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.
DCU is not currently offering Visa transfer/ sponsorship for this position.
Expected Pay Range
$30/hr
#INDHI
Mortgage Closer
Workers Credit Union job in Littleton, MA
Job Title: Mortgage Closer Department: Mortgage Lending Department Location: Littleton, MA Reports to: Senior Director, Mortgage Production Career Stream: Individual Contributor Classification: Hybrid Onsite Frequency: On-site at HQ more than 10 days per month with assigned workspace
Pay Grade: 8
FLSA Status: Non-Exempt
Pay Grade Range: ($23.84 - $29.80 - $35.76)
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
FUNCTION: Ensures a seamless and compliant closing process by performing thorough pre-funding audits and preparing all required closing documents with precision. This role collaborates closely with cross-functional teams to swiftly resolve any issues that could impact the closing timeline, thereby ensuring timely and efficient fundings. Additionally, the Closer maintains detailed records to meet audit standards and drive continuous process improvements.
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
* Conduct a comprehensive pre-funding audit of mortgage and home equity files to ensure data accuracy, complete documentation, and compliance with investor, regulatory, and credit union policies.
* Collaborate with the Closing Agent, Attorney, or branch to schedule closings, confirming that all necessary pre-closing documents (e.g., insurance binder, title commitment, funds-to-close) are in place, and update the loan software and posting journal with the closing date.
* Generate the pre-Closing Disclosure and ensure it is delivered to the member via mail or electronically to meet regulatory requirements in order to close timely.
* Inform the closing attorney that the first mortgage is cleared to close and request essential documents, including the closing date, title report, payoff, and tax information.
* Prepare and deliver the closing documents to the appropriate Closing Agent, Attorney, or branch.
* Order the LQCC report as needed, obtain member feedback when credit report changes occur, and perform a verbal employment verification prior to loan closing.
* Execute the investor quality control check by validating loan data against underwriting data and addressing any errors.
* Collaborate with underwriting, processing and origination teams to resolve escalated issues and ensure timely closings.
* Submit the Uniform Closing Dataset (UCD) to the investor as mandated, reviewing and resolving any feedback-related errors.
* Support post-closing quality control by identifying and addressing documentation or compliance issues that arise after funding.
* Demonstrate behaviors in line with the Credit Union's Fundamentals as part of the Workers Way culture program.
* Assume additional responsibilities as required.
Other Duties:
* May be asked to provide coverage in other WCU branches or departments.
* Adhere to all WCU policies and procedures which include security compliance and following guidelines intended to limit risk exposure to fraud and losses.
* Participates in department and/or organizational projects as directed.
* Performs other tasks or functions as required, requested, necessary or prudent.
* Maintains confidentiality of all member and credit union information and data.
* Regularly demonstrates behaviors as defined by the credit union's Fundamentals, which are part of the Workers Way culture program.
Education
* High School Diploma or Equivalent Required.
Experience:
* A minimum of 2-4 years of experience in mortgage closing or related roles, with a strong understanding of closing procedures, loan documentation, and regulatory compliance. Skilled in preparing and reviewing closing documents, coordinating with attorneys and closing agents, and resolving issues that may impact funding timelines. Proficient in mortgage software systems and known for attention to detail, organizational skills, and effective communication are crucial to being successful in this role.
* Additional Qualifications for Senior Mortgage Closer:
* 4-7 years of experience in mortgage closing, including handling complex loan types such as construction, portfolio, and multi-disbursement loans. Demonstrated expertise in investor and regulatory closing guidelines, with experience mentoring junior closers and leading quality control efforts. Proven ability to manage high-volume pipelines, support post-closing issue resolution, and contribute to process improvements and team development.
Knowledge/Skills/Abilities/Competencies:
* A successful Mortgage Closer brings a strong working knowledge of closing procedures, loan documentation standards, and regulatory requirements such as TRID and RESPA. Proficiency in mortgage software systems and closing platforms is essential for ensuring accuracy and efficiency throughout the closing process. The role requires exceptional attention to detail, time management, and organizational skills to manage multiple closings and meet strict deadlines. Effective communication and collaboration are critical for coordinating with attorneys, title companies, and internal teams to resolve issues and deliver a seamless member experience.
* Senior-level closers are expected to demonstrate advanced understanding of investor and secondary market closing guidelines, contribute to quality control efforts, and support the implementation of procedural improvements. They should also be capable of interpreting regulatory changes, mentoring peers, and escalating trends or risks to management when appropriate.
Work Environment:
* This role is currently classified as a hybrid position. However, the classification is subject to change based on business needs.
Physical Demands:
* The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
* This is a largely sedentary role.
* While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms.
* This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines.
* Ability to travel to other work locations as required.
About Workers Credit Union: Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
Benefits:
* Comprehensive medical, dental and vision plans
* Basic life and AD&D insurance, short-term disability and long-term disability
* 15+ days of paid time off (PTO) per year
* Up to 16 hours of volunteer time off (VTO) per year
* 11+ paid holidays
* 401(k) that includes a Safe Harbor Match of up to 4%.
* Tuition Reimbursement Program
* Mental health resources including an Employee Assistance Program (EAP)
* Individualized learning and development programs
EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Assistant Solutions Manager (Main Office)
Fitchburg, MA job
Reporting to the Solutions Manager, the Assistant Solutions Manager oversees the day-to-day operations of the assigned location to ensure exceptional support to Credit Union members and prospective members within the branch and its community.
The Assistant Solutions Manager will model, coach, and motivate the branch team to proactively explore needs and build member relationships by facilitating platform transactions, such as deposit account opening, loan origination and closing, account maintenance and activation of digital banking services, in line with IC's member service standards.
As a leader within the branch banking team, this role assists the Solutions Manager in all aspects of branch operations, member experience, team member coaching/development and assumes responsibility for the branch in the Solution Manager's absence.
ESSENTIAL JOB FUNCTIONS
Facilitates personal and business account opening and assists members with support and maintenance on existing account relationships, with a focus on delivering exceptional member service.
Maintains updated knowledge regarding the Credit Union's products/services and proactively recommends appropriate solutions based on member needs. Supports strategic focus of growing membership base by acquiring new members and solidifying existing member relationships.
Originates applications for consumer loans, home equity loans/lines and residential mortgages. Interviews applicants and completes/closes loan applications in accordance with regulatory guidelines and Credit Union procedures. Maintains registered NMLS number.
Demonstrates and engages members with IC's digital banking tools, such as online and mobile banking, digital wallet enrollments and other ancillary digital solutions (e.g., bill pay, e-statements, card controls, P2P tools, etc.). Promote usage and adoption of self-service channels; highlighting convenience and benefits of omni-channel member experience.
Oversees all aspects of branch operations to ensure positive, consistent, and welcoming member experience. This includes responsibility for overall branch facility maintenance, cleanliness and upholding of IC's brand standards.
Performs all duties in accordance with prescribed regulatory compliance guidelines and Credit Union policies and procedures. Uses established protocols and controls to ensure security and privacy is always maintained.
Supports the advancement and development of branch team members by coaching, reviewing, and providing on the job training. Takes ownership of individual professional development by participating in internal/external trainings and leadership programs.
Serves as an enthusiastic champion of all things brand and corporate culture. Models and supports the delivery of IC's Mission, Vision, and Core Values, with a focus on team member engagement and member experience. Represents the Credit Union in the communities it serves by participating in civic/community organizations in line with evolving market and community engagement strategies.
OTHER DUTIES
Please note this is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
JOB COMPETENCIES
Employee Management : Defines responsibilities, motivates employees, delegates well, rewards appropriately.
Teamwork : Accountable to team, works to meet established deliverables, appreciates view of team members, respectful.
Sales Leadership : Ability to effectively take a leadership role in sales functions and/or to lead others in achieving stated duties and goals.
Job Knowledge : Understands facets of job, aware of duties and responsibilities, keeps job knowledge current.
Communication : Communicates well (written and verbal), delivers presentations, has good listening skills.
Service : The degree to which service is demonstrated in the day-to-day business environment. The level of support for co-workers as well as outside members, clients, etc.
EDUCATION/EXPERIENCE REQUIREMENTS (Education, Work Experience, Industry Knowledge)
High School Education or GED. Two-year (2) college degree, or completion of a certification, training, or specialized banking coursework.
Three years to five years retail experience in a credit union, bank, or sales environment; with increasing levels of responsibility. Supervisor or management experience required.
Strong organizational, member service, problem solving and communication skills.
Active and current NMLS registration (Nationwide Multistate Licensing System) preferred in accordance with SAFE Act guidelines.
Basic computer and technology skills. Must be adept in use of Excel, Word, PowerPoint, and core banking applications.
Ability to effectively interact with and support the financial needs of members and prospective members, with a focus on delivering exceptional member-first experience.
LEADERSHIP RESPONSIBILITIES
The Assistant Solutions Manager role assists the Solutions Manager in all aspects of branch operations, member experience, team member coaching/development and assumes responsibility for the branch in the Solution Manager's absence.
PHYSICAL DEMANDS
Physical requirements include, but are not limited to, general office environment, ability to move floor-to-floor, ability to travel from branch to branch, and ability to work unusual hours as needed including early mornings, evenings, and weekends. Work in both traditional and open concept environments.
REQUIRED COMPLIANCE TRAINING
Satisfactorily completes all required compliance training and complies with all regulations, which apply within the scope of the position, including but not limited to the Bank Secrecy Act (BSA) and all regulations that fall within the BSA.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Auto-ApplyTechnical Project Manager, Full-Time, Hybrid, Marlborough, MA
Remote or Marlborough, MA job
Schedule Mon - Fri 8a-5p What You'll Do Summary/Objective: The Technical Project Manager leads teams within a matrix environment to successfully complete projects within the Technology organization. Serves as the primary liaison between project teams, business owners and sponsors for various systems and/or applications. The Technical Project Manager is responsible for the oversight of the entire project's life cycle. Apply project management and agile methodology skills to manage scope, plan work, coordinate resources and drive execution. Projects may be small to large; cross-functional in impact and are technical in nature. This position will collaborate with a team of PMs and Senior PMs to make continuous improvements to project processes.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position will focus on the management of enablement related projects such as data center migrations to public cloud (AWS), greenfield deployments in the DCU data centers, component lifecycle management, wireless and telephone infrastructure upgrades, monitoring & alerting for the IT infrastructure, workstation deployments, system / server upgrades, networking upgrades and transformations, disaster recovery exercises, remediation of major audit findings and other similar technically oriented projects.
* Manage projects with waterfall and agile methods when applicable
* Plan, estimate and execute technology-related projects
* Communicate and coordinate project deliverables across IS Infrastructure, IS Development teams and the project team to achieve milestones
* Develop detailed project deliverables including scope statements, schedule, resource plans and success criteria
* Schedule and conduct project planning with appropriate tech leads, third party contractors and business
* Manage day to day project activities to meet deliverables, manage risks and remove team blockers
* Coordinate project deliverables, identify required resources and review roles & responsibilities
* Coordinate project tasks such as equipment are ordered, received, and staged during the project execution
* Coordinate team resources across projects with other Project Managers
* Simultaneously manage multiple IT project plans. Establish clear goals, milestones and approach to execution
* Assist in building Portfolio View of initiatives business and IT initiatives across the Credit Union
* Use sound judgment in project communication and ensure that key stakeholders including the team, business and management are apprised of project activities in a timely manner
* Communicate progress, risks, expectations, timelines, milestones and other key project metrics to business and team members
* Contribute to the ongoing development and improvement of the Project Management Life Cycle and agile methodologies
* Lead the team to update support processes to capture new project enhancements, features or updated technologies
* Ensure project post implementation reviews are conducted
* Working knowledge and understanding of the ITIL (Information Technology Infrastructure Library) Framework
* Adhere to DCU's project management best practices, procedures and documentation standards
* Have a "Team Player" mentality
* Performs other job-related duties as assigned by Manager(s)
What You'll Need
Education and Experience Requirements:
* 4-year degree in Information Systems or equivalent work experience
* Minimum of 2 years direct Information Systems infrastructure experience, perhaps as a system engineer, network engineer, worked on a service desk team, or in IT Security, and may have been an Infrastructure team lead or infrastructure manager.
* 2 - 4 years experience with Information Systems project management experience
* 2 - 4 years experience in Financial Industry
* Excellent verbal and written communication skills.
* Strong knowledge of banking systems, technologies and their relationship to business functions, practices, and processes
* Analytical and Project Management skills with a focus in financial services applications
* Strong verbal/written communication skills
* PMI or other project management certification preferred
* Knowledge and practical applications of Agile methodology
* Business Process Management experience recommended
What We Do
DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,700 team members, we strive to make DCU a great place to work with an excellent work-life balance and a community that cares.
DCU is an equal-opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to ************** and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.
DCU is not currently offering Visa transfer/ sponsorship for this position.
Expected Pay Range
$100,100 - $113,900
Financial Advisor
Workers Credit Union job in Littleton, MA
Job Title: Financial Advisor Department: Workers Investments & Planning Solutions (IPS) Department Location: Lunenburg, MA. Reports to: VP, IPS Program Manager Career Stream: Individual Contributor Classification: Hybrid Pay Grade: 8 FLSA Status: Exempt Pay Grade Range: (Min - Mid) $60,000 to $200,000+
This is a sales commission-based position consisting of a tiered grid with a monthly draw that has levels of being forgivable and non-forgivable.
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, sales production, and will be detailed at the time of offer.
About Workers Credit Union: Since 1914, Workers Federal Credit Union (WCU) has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
FUNCTION: We're seeking a passionate and experienced Financial Advisor to join our Workers Investments & Planning Solutions team. Our program is built on trust, collaboration, and long-term relationships. This role focuses on building strong client relationships by leading them through an individually tailored financial planning process. Our process includes establishing specific financial goals, assessing current situations, creating investment strategies, implementing solutions by recommending appropriate financial products, and continuing to monitor and adjust plans as necessary to stay aligned with your clients' goals.
As a Financial Advisor, you will sell investment and insurance products, available through our Broker Dealer, LPL Financial (LPL), to individuals and small businesses. WCU partners LPL, a leading wealth management firm for independent advisors and financial institutions across the U.S., to offer a complete menu of financial products and services to credit union members. This employment opportunity at WCU would allow you to join the Workers Investments & Planning Solutions Program as a Financial Advisor associated with LPL.
This position is based out of our Lunenburg MA office, however there is flexibility to allow for a hybrid schedule, working remotely as agreed upon. Travel between branches and surrounding communities to meet with assigned clients, members, and credit union employees is standard.
We are a trusted financial partner offering a supportive environment where advisors can develop their practice while making a meaningful impact on the financial wellness of our members.
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
Key Responsibilities:
* Develop and manage personalized financial plans for members
* Provide guidance on investments, insurance, and retirement accounts
* Advise on strategies that take into consideration wealth accumulation and growth, preservation and protection of assets, and income replacement and asset distribution
* Collaborate with internal teams to deliver holistic financial solutions
* Educate clients on financial wellness and planning strategies
* Participate in your ongoing coaching and professional development
What We Offer:
* Competitive compensation payout agreement that is based on 100% of your production
* Program paid standard overhead, such as licensing & registration, technology, CE, E&O insurance, and other typical pre-approved expenses
* Time off and continuing education support
* Access to advanced financial planning tools and technology
* A collaborative, member-first, value-driven culture
* Access to LPL's proprietary technology and a suite of customized services
* An open architecture platform with access to thousands of investment products from leading third-party product sponsors
* Resources and expertise across LPL to help you create client solutions
* The freedom to create solutions specific to your client's goals
* And a whole lot more
Why Join Us?
* Trusted institution with deep community roots
* Assigned "book of business" of existing clients with recurring revenue to get started
* Multiple branches with a large deposit base within an assigned territory
* Warm member referrals from engaged credit union staff
* Autonomy with robust back-office Financial Assistant support
* The ability to grow your business with LPL's combination of tools, technology, and support
* The benefit of LPL's experience helping financial advisors grow and maximize their business
* Opportunity to make a real difference
Qualifications:
* FINRA Series 7 and 66 licenses (or Series 6, 63 and 65)
* MA Life, Accident, & Health Insurance license
* 2+ years of financial advising experience
* Satisfactory U5 and compliance record
* Solid knowledge of financial products and planning strategies
* Strong interpersonal and communication skills
* Commitment to ethical standards and fiduciary responsibility
* Passion for helping others achieve financial success
Benefits:
* Comprehensive medical, dental and vision plans
* Basic life and AD&D insurance, short-term disability and long-term disability
* 401(k) that includes a Safe Harbor Match of up to 4%.
* Tuition Reimbursement Program
* Mental health resources including an Employee Assistance Program (EAP)
* Individualized learning and development programs
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Workers Credit Union and Workers Investments & Planning Solutions are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Workers Investments & Planning Solutions are employees of LPL. The services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Workers Federal Credit Union or Workers Investments & Planning Solutions. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
EEO Statement:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Apply today and become part of a team that puts people first.
Branch Member Service Representative II
Workers Federal Credit Union job in Leominster, MA
Job Title: Branch Member Service Representative II
Department: Leominster Branch
Department Location: Leominster, MA
Reports to: Branch Manager
Career Stream: Individual Contributor
Classification: On-site
Pay Grade: 7NE
Pay Grade Range: $21.45-$26.81-$32.18
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
Location:
Leominster, MA
(On-site)
This position will be based out of our Leominster Branch and floating to other close-by branches as needed.
Leominster Branch Hours: Monday - Wednesday: 8:30 AM - 5:00 PM; Thursday: 8:30 AM - 6:00 PM, Friday 8:30 AM - 5:00 PM Saturday: 8:30 AM - 1:00 PM.
Candidates should be flexible to work a schedule that aligns with branch operational needs.
Position Summary:
Are you passionate about helping others and delivering exceptional customer service? As a Branch Member Service Representative II (BMSRII), you'll be at the forefront of our commitment to our members. Your role will involve building lasting relationships, accurately processing financial transactions, educating members on our products and services, and making referrals that help them achieve their financial goals.
Key Responsibilities:
Open and service all types of WCU deposit and loan accounts.
Accurately process all teller transactions such as deposits, withdrawals, loan payments and check cashing, etc. as well as assist with end of day balancing.
Drive sales through service by developing a positive member experience and focusing on solutions that meet members' needs
Identify and refer members to internal business partners for small business, investments, mortgages, consumer, and insurance services.
Participate in all sales activities to achieve branch goals in product sales, loan and deposit growth, and referrals.
Provide exceptional member service by addressing and resolving inquiries, issues, and complaints promptly.
Lobby lead to ensure a positive member experience.
Qualifications:
High School diploma or equivalent required.
Minimum of one year of branch banking experience.
About Workers Credit Union: Since 1914, Workers Credit Union has existed to
Improve the Daily Lives of our Members
. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
Benefits:
Comprehensive medical, dental and vision plans
Basic life and AD&D insurance, short-term disability and long-term disability
15+ days of paid time off (PTO) per year
Up to 16 hours of volunteer time off (VTO) per year
11+ paid holidays
401(k) that includes a Safe Harbor Match of up to 4%.
Tuition Reimbursement Program
Mental health resources including an Employee Assistance Program (EAP)
Individualized learning and development programs
EEO Statement:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Auto-ApplyMortgage Loan Originator
Auburn, MA job
Proactively solicits and originates residential mortgage loans, ensuring compliance with internal, regulatory and secondary market guidelines. Actively fosters and cultivates business relationships with diverse members of the community to generate residential mortgage business meeting and exceeding sales goals and objectives. Provides guidance to customers throughout the mortgage application and processing activities.
PRINCIPAL RESPONSIBILITIES:
Executes effective residential mortgage marketing plans to meet or exceed agreed upon residential mortgage production goals.
Customarily and regularly makes business development and sales calls on mortgage loan prospects and customers at their places of business and solicits mortgage loan applications.
Identifies, develops and maintains referral contacts, including realtors, builders, professional and community contacts.
Participates in diverse community activities to foster and cultivate network relationships.
Provides mortgage clients sound mortgage advice based on a full understanding of client needs as well as the Bank's residential mortgage products and their benefits.
Continually develops and maintains specialized knowledge of internal, regulatory and secondary market guidelines. Acquires and maintains comprehensive understanding of all products offered.
Assists Mortgage Loan Processor with client, attorney, or appraiser document follow-up as determined through quality control or post closing review.
Plays a key role in facilitating the processing of the loan to achieve customer satisfaction and meet investor requirements. Responds to and resolves customer issues and may participate in obtaining required documents from the applicant throughout the process.
Ensures compliance with internal, regulatory and secondary market guidelines.
NOTE: This position description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned by management.
REQUIRED SKILLS: Outstanding interpersonal, communication and negotiation skills. Fundamental knowledge of the residential mortgage lending process and applicable regulatory requirements. Possesses strong self-discipline and the ability to work independently. Proficient in Microsoft Office applications. Required to maintain registration with The National Mortgage Licensing System (NMLS).
PHYSICAL REQUIREMENTS: Local travel requirements. Valid driver's license and safe driving record. 40 hour work week - overtime hours require prior advance approval from the MLO Manager and the Retail Lending Director.
MINIMUM EDUCATION: Bachelors Degree in Business Administration or equivalent years of experience.
MINIMUM PRIOR EXPERIENCE: 5 - 7 years experience in residential mortgage lending.
Webster Five is an equal opportunity employer. We are committed to fostering and championing a culture of inclusion, equity, and diversity. Accommodations are available for applicants with disabilities.
Auto-Apply