Connecticut Credit Union Association, Inc.

Education from Your CU

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The Credit Union League of Connecticut's Career Opportunities is a placement referral service for member credit unions. Each month, the League will mail or e-mail to all member credit union CEOs a flyer containing the following information:

Positions wanted

Applicants seeking careers in credit unions will be able to indicate their interests and qualifications, with the League coordinating the communication between applicant and credit union.

All ads will be "blind." The names of the applicants will not be listed, but each will be number-coded. Credit unions may request, by number, specific résumés to be forwarded to them; however, the League will not notify applicants of such request.

Applicants must submit a written synopsis of their résumé (no more than 100 words) to be used as the print ad. A complete résumé must accompany all "Positions Wanted" ads. Ads will be published for two months unless requested by the applicant to pull the ad after one month. If the applicant wishes his/her ad to appear for longer than two months, he/she must request it in writing. Ads will not appear for more than six consecutive months.

Positions open

Credit unions may list openings indicating the necessary skills and requirements for the job. Credit unions must submit a written synopsis of their ad (no more than 100 words). Ads will be published for two months unless requested by the credit union to pull the ad after one month or extend the ad for an additional month. Ads will not appear for more than six consecutive months.

The Credit Union League of Connecticut will NOT recommend applicants or credit unions and will not be responsible for any credit union's hiring decision. All questions pertaining to Career Opportunities should be directed to:

Barbara Bass
Education/HRD Department
Credit Union League of Connecticut
1064 East Main Street, Suite 201
Meriden, CT 06450
(203) 265-5657, ext. 7054
hrmgr@culct.coop

Positions Wanted

Marketing Management 601

If you’re looking for a dedicated employee to help develop successful marketing strategies, media campaigns and product branding, then I can help you reach your goals. I have ten years of credit union marketing experience, plus valuable public relations, sales promotion and advertising knowledge. I can do more than just create effective brochures and posters. I can help you grow and prosper in this very competitive market. I can meet your needs from a one person department, to managing a team. Request my résumé for details about my marketing background and accomplishments. Thank you.
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Candidate Seeks Credit Manager Position 415

An accomplished Credit Manager with wide ranging expertise in credit administration, collection and management responsibilities. Proven ability to develop and implement operational procedures for loan process to ensure efficiency throughout all stages. Highly adept at communicating mission and strategic initiatives to teams. Skilled at developing, training, mentoring, monitoring and supervising credit department team. Highly effective at utilizing communication, leadership and interpersonal skills to inspire, motivate and persuade team to surpass goals. Proven problem-solver who believes in initiating actions to mitigate problems. Decisive and skilled at making decisions and taking action. Excellent communication skills.
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Positions Open

MARKETING COORDINATOR

Dutch Point Credit Union, Inc. in Wethersfield is seeking a dynamic, creative, self motivated individual with 2-3 years of hands-on marketing experience (preferably in the financial services industry).

Individual will assist the VP of Marketing with the credit union's strategic marketing goals and objectives, development, and promotional initiatives. Candidate must be a team player and have exceptional interpersonal skills to work with all levels of staff and the ability to effectively represent the credit union at community events and support the business development efforts.

Excellent communication, analytical, proofreading and writing skills required. Degree in Marketing or Communications. Must be proficient in PowerPoint, Adobe InDesign, Excel, and Web CMS. Excellent benefits including 401K, pleasant office environment, free parking. EOE.

Qualified candidates should send résumé and salary requirements to: HR@dutchpoint.org, (860) 563-2617, ext. 400.
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ACCOUNTING MANAGER

Dutch Point Credit Union, Inc. in Wethersfield is seeking an experienced accounting professional. Reporting to the Chief Financial Officer, responsibilities include managing the accounting and electronic services departments, regulatory reporting, general ledger account reconciliation, and overseeing the processing of daily postings and accounts payable.

Excellent interpersonal/communication skills, managerial experience, knowledge of data processing systems, accounting systems, and Excel required. Qualified candidate must have a Bachelor’s degree in Accounting plus 2 years of bank accounting experience.

Excellent benefits including medical, dental, 401K, paid holidays, vacation, and free parking. EOE. Send résumé with salary requirements to: HR@dutchpoint.org.
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CREDIT UNION COLLECTOR

MassMutual Federal Credit Union, located in Springfield, MA, is currently looking to fill the position of Credit Union Collector. The successful candidate must be professional and assertive, coupled with diplomacy, and will report directly to the Vice President of Lending.

This person will work to preserve the credit union’s assets by controlling delinquent accounts, collecting delinquent loan payments, recovering and disposing of collateral and reporting collection activity to management. He or she will also perform necessary tasks required to track and secure credit union collateral, and handle claims with various credit union insurers.

If you have two to five years of experience in collections with demonstrated collection techniques and familiarity with laws related to collection of loans and would like to work for an employer who offers a competitive wage and benefits package please e-mail your résumé to lliquornik@massmutualfcu.org.
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BRANCH MANAGER
Location: Berlin and Central CT State University Branch Offices

Achieve Financial Credit Union is seeking a Branch Manager to direct and manage operations of two small branch offices 3 miles apart. To be successful in this position an applicant must have demonstrated strong leadership and communication skills, personal and professional motivation, and sales skills. Position reports to Assistant Vice President of Branch Operations.

Responsibilities:
▫ To ensure branches meet operational, service, and growth goals.
▫ To manage all deposit, lending, and electronic service retail delivery in branches in compliance with
all applicable policies, procedures, and regulations.
▫ To interview for, underwrite, and close consumer loan applications.
▫ To ensure professional development of six direct reports.
▫ To schedule adequate staffing to meet sales and service goals and standards.
▫ To represent the credit union at community and SEG events and other business development
activities.

Qualified applicants should send résumé and salary requirements to: mbudnick@achievefinancialcu.com

or mail to:
   Vice President of Operations
   Achieve Financial Credit Union
   P.O. Box 7030
   Berlin, CT 06037
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TELLER - CUSTOMER SERVICE REP

A Harford-area credit union is looking for a motivated, service-oriented individual to fill a full-time teller position Monday Friday. Responsibilities include, but are not limited to, opening and maintaining of member accounts, as well as the cross selling of our products and services. The position requires excellent communication and cash handling skills. Previous teller or retail-sales experience is a plus. Individual must be computer knowledgeable, enjoy interacting with people and be able to promote our excellent financial services. We offer a competitive salary and benefits package. Send résumé including salary requirements to:

     Personnel Department
     PO Box 290081
     Wethersfield CT 06129 0081
     Email to: hpe_personnel@snet.net
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SENIOR RISK MANAGEMENT ANALYST

American Eagle Federal Credit Union is seeking a Senior Risk Management Analyst.

The position will assist the Director, Risk Management in organizing, planning and coordinating the risk management and insurance protection program.

Primary responsibilities include: assisting in implementing an enterprise-wide program to minimize risk and control fraud; supporting security programs; investigating security-related activities including fraud, suspicious member/employee activities and robbery; risk assessments, analysis and recommendations to minimize loss; disseminating information to staff; assisting with vendor relationship management oversight; developing and conducting risk training for staff; assisting in managing insurance programs; ensuring the credit union is in compliance with NCUA insurance Rules and Regulations, part 713; ensuring related risk policies are compliant and being followed; assisting in implementing needed corrective actions as identified; assisting Director, Risk Management with legal and regulatory compliance, including but not limited to, new rules, laws and regulations, BSA and privacy act; remaining well-versed in BSA and related laws, policies and procedures and FFIEC guidelines; interpreting and writing policies to conform with changing regulatory environment; preparing, distributing and conducting compliance and risk-related education; maintaining resource library; and other duties as assigned.

Successful candidate will have strong planning, organizing and decision-making skills; ability to foster communication and build relationships; be a self-starter with a positive attitude.

Bachelor’s degree and three to five years’ related experience. For additional information or to apply for the position, contact Chris Willey, Director of Risk Management, American Eagle FCU, 860-568-2020, ext. 5453. Equal Opportunity Employer
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COLLECTION SUPERVISOR

Department: Manager, Real Estate and Lending Collections
Salary Range: $20.92 Minimum - $ 34.78 Maximum/hr.
Hours: Monday-Friday 8:10 a.m. - 4:40 p.m.

Responsibilities:

▫ Supervises and monitors the efficiency of the daily activities of the Collection Department. Monitors and reviews department activities ensuring compliance with federal and state laws, internal controls and Credit Union policies and procedures, in addition to achieving quality service standards in service to our members. Recommends and assists in the implementation of new policies and procedures as warranted.

▫ Responsible for interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; and resolving problems. Develops annual coaching plans for direct reports. Conducts performance reviews for each assigned direct report and submits salary increase recommendations.

▫ Maintains active control over assigned delinquent or problem deposit and loan accounts. Contacts members to discuss account status and determine payment arrangement suitable to the Credit Union and the member. Researches and contacts members to resolve issues relative to short payments, terminated/retired payments and uncollected payments. Responsible for maximizing recovery payments

▫ Handles delinquent Real Estate loans in accordance with applicable law, closely monitoring the process through pre-sale or foreclosure in order to minimize losses to the Credit Union.

▫ Recommends the write-off of loans judged to be uncollectible. Reviews terms of loan contract and legal requirements to determine and recommend appropriate method of collection (i.e., collection agency, attorney, etc.). Prepares accounts for write-off and review.

▫ Prepares monthly lending delinquency, risk-based delinquency, and negative share reports for Vice President, Lending. Prepares monthly write-off summary reports for presentation to the Loan Advisory Committee.

▫ Handles the repossession, sale and disposition of collateral according to state statutes. Completes necessary paperwork with Bankruptcy Courts to protect Credit Union interests. Actively pursues legal deficiency balances.

▫ Works closely with vendors such as attorneys, repossession companies, and collection agencies to best represent the Credit Union and ensure proper service levels are being met for members.

▫ Serves as a resource to members, co-workers, officers, other departments and auditors relative to consumer and VISA loan collection and cash payment issues. Provides financial counsel to members.

Requirements:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

▫ Associate's degree or equivalent from two-year college and three to five years' related experience and/or training; or equivalent combination of education and experience.

Qualified applicants should send résumé and salary requirements to:
· E-mail (preferred method): jobs@aefcu.com
· Or fax: 860-633-1865
· Or mail to: Human Resources
American Eagle Federal Credit Union
PO Box 280128
East Hartford, CT 06108
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DIRECTOR OF INFORMATION SERVICES

Connex Credit Union, a community credit union based in North Haven, CT with over $330 million in assets, needs a progressive, dynamic professional to lead our Information Technology group.

Candidate Profile:
The ideal candidate will have a minimum of five years’ experience in managing a technology operation within a financial institution with complex networks. Must possess a solid IS security background and a proven track record as a working manager with hands-on technical expertise. Successful project management skills are necessary along with a clear understanding of the value of supporting internal and external customers. Experience with Summit Information Systems a significant plus, as well as UNIX (HP-UX preferred).

Position Summary:
This position will direct operations of credit union-wide information systems, including our in-house core processing system, telecommunications and data networks in support of strategic directions. As Director of IS, you will evaluate current, new and/or emerging technologies, prepare ROI analyses for management review, plan and implement changes necessary for the success of Connex Credit Union.

This position is a direct report to the Chief Financial Officer and manages the IS staff (of 5) and outside support vendors. He/she must be an effective communicator with appropriate executives and managers to ensure effective information systems needs are met. The Director is responsible for resource allocations including budgeting and personnel management.

We provide competitive salaries and excellent benefits. Please send your résumé, position, location and salary requirements to msilva@connexcu.org.
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MEMBER SERVICE REPRESENTATIVE

Growing credit union in Hartford area is seeking an energetic team player who enjoys working with people. The ideal candidate will be well organized, detail-oriented with good communication and PC skills and willing to work every other Saturday. Prior frontline experience in a financial institution is a plus. This full time position includes an excellent benefits package.

If you are interested in joining our team, send your résumé and salary requirements to:
   Hartford Municipal Employees Federal Credit Union
   Attn: CEO
   443 Franklin Avenue
   Hartford, CT 06114
   Or fax your information to: (860) 296-8981
   Or email to: msignorello@hmfcu.com

Equal Opportunity Employer
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CREDIT UNION MANAGER

Hartford-area credit union with $16 million in assets is seeking a manager/CEO. This position will direct operations, manage business goals, supervise staff, and report to the board of directors. This is a hands-on role with strategic and daily operational responsibilities.

Requirements/qualifications include a bachelor’s degree in accounting, finance or business management and approximately three years of management experience and three years’ experience in a bank or credit union.

MDECU offers a competitive compensation and benefits package. Interested, qualified candidates should forward letter of interest and résumé to:
   Lisa Remsen, Treasurer
   PO Box 1348
   555 Main Street
   Hartford, CT 06143-1348
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COLLECTOR

Seeking a qualified individual with consumer loan collection experience.
Proficient in collection on indirect loans, skip-tracing, repossession and loan
workouts. Knowledgeable of Fair Debt Collection Practices Act and
bankruptcy laws. Excellent oral and written communication skills and
capability of heavy telephone volume. Energetic and quick learner who can work
independently.High school diploma or equivalent; combination of education
and experience.
Excellent Benefits Package
Apply on-line to hr@cofcu.com

Charter Oak Federal Credit Union
EEO/M/F/H/D/V
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MEMBER SERVICES REPRESENTATIVE

Waterbury Connecticut Teachers FCU is looking for a motivated, service-oriented professional for a full-time Member Service Representative position in our Danbury office. The position requires excellent communication, service, and sales skills. Responsibilities include cross-selling, opening and maintaining accounts, setting up electronic services, and problem solving. Previous credit union or banking experience is a plus.

If you are interested in joining our team, send your cover letter, salary history, and résumé to: WCTFCU, C. Roosa, PO Box 2121, Waterbury, CT 06722. Fax: 203-758-8514. Email: cathyr@wctfcu.com.
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INTERNAL AUDITOR

Ledge Light Federal Credit Union is seeking an Internal Auditor for a part-time position (25 hours).

Responsibilities

▪ Develops annual audit plan, gains approval for the plan from the Supervisory Committee, and implements the plan.
▪ Performs audits utilizing standard audit methodologies. Reviews prior audit work papers and reference materials, interviews appropriate department personnel, completes questionnaires and prescribed steps outlined in audit program.
▪ Discusses with appropriate level of management the objective of audits to be performed. Keeps management apprised of findings as the audit progresses.
▪ Collects, prepares and organizes all relevant documentation. Analyzes and interprets audit data and formulates conclusions regarding the quality of controls tested. Prepares deficiency findings and recommendations for improvements.
▪ Prepares preliminary reports, identifying audit results, including recommendations and supportive documentation. Submits findings and recommendations to management team, for review and completion of final audit report.
▪ Investigates and resolves teller and ATM shortages as they occur.
▪ Resolves member inquires and complaints that have been directed to the Supervisory Committee. Researches problems members may have with various Credit Union departments or operations. Reports findings to member and CEO.
▪ Assists National Credit Union Administrations (NCUA) examiners and public accounting firm, hired by the Credit Union, with annual review.
▪ Prepares concise and clear written audit and Branch reports reflecting the adequacy of internal control and recommendations for improvements. Participates in the review and evaluation of management responses to audit findings and recommendations.
▪ Provides support for the annual audit and specific audit planning process by identifying potential audit areas and concerns.
▪ Performs related duties and special requests as assigned.

Requirements

▪ Bachelor's degree in Accounting or Business from a four-year college or university and three to five years related experience and/or training; or equivalent combination of education and experience. Audit experience in a bank or credit union preferable.
▪ CPA/CIA preferred, but not required.
▪ Working knowledge of Microsoft (MS) in a Windows environment with an intermediate to advanced level of proficiency in word processing (Word) and spreadsheet (Excel) software applications is required. Aries extract beneficial.
▪ Ability to independently apply knowledge of Generally Accepted Auditing Standards (GAAS) and Generally ▪ Accepted Accounting Principles (GAAP).
▪ Ability to independently apply internal audit guidelines and procedures that provide adequate compliance and control, consistent with Bank policies and responsive to regulatory demands.
▪ Ability to discover control weaknesses and communicate the issue(s) and recommendations constructively and with a high level of tact and diplomacy and safeguard confidential information
▪ Ability to read and interpret documents such as procedure manuals, NCUA regulations, and audit work papers. Ability to write routine reports and correspondence, including clear and concise work papers.
▪ Ability to speak effectively before groups of members or employees of organization, Supervisory Committee, Board of Directors, Federal examiners and outside auditors.
▪ Ability to solve practical problems and draw conclusions dealing with a variety of concrete and non-concrete variables in situations where only limited standardization exists.

For more information, contact Cathy Bates-Lapierre:
Email: careers@ledgelightfcu.org
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Wepawaug-Flagg Federal Credit Union, a $55M, Hamden-based credit union, has immediate openings for the following positions.

MARKETING MANAGER

To direct the marketing and promotion of our field of membership credit union.

Location: Hamden, CT

Essential Functions:
▫ Recruiting new members and membership groups;
▫ Updating promotional literature and website content;.
▫ Distributing promotional material on new programs to our members;
▫ Responsibilities include implementing the marketing plan, taking a leadership role with the individual marketing projects and promotions, and seeking out and spearheading of new promotions.

Job Specifications:
▫ Requirements for this position include a minimum of 2 years of marketing experience, a degree in Marketing (or equivalent combination of education and experience), and knowledge of marketing techniques.
▫ Proficiency in desktop publishing software, creativity, and analytical skills.
▫ Strong communication skills and ability to project a positive image as a representative of the credit union.
▫ An organized individual who is a self-starter with the ability to accomplish a wide variety of tasks accurately.
▫ Requires a working knowledge of credit union products and services.

This position reports to the CEO. Email your résumé and salary requirements to: mjhinchey@wffcu.org. Or write to: Michael J. Hinchey, CEO, Wepawaug-Flagg, 105 Sanford Street, Hamden, CT 06514-1723.
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COMPLIANCE OFFICER

Location: Hamden, CT

This position is responsible for ensuring the credit union's compliance in the following areas:
▫ Tests internal controls and compliance with policies and operation procedures;
▫ Assumes primary responsibility for BSA, OFAC, and PATRIOT Act programs;
▫ Maintains a library of requirements.
▫ Collects and disseminates information related to compliance and other regulatory subjects to appropriate staff; and
▫ Ensures policies related to compliance are updated as necessary in relation to regulatory changes.

Essential Functions:
▫ Responsible for security at office, included but not limited to, staff training, security devise maintenance, fire safety and maintaining relationship with local police and fire departments. Ensures that credit union security and robbery procedures are understood and followed.
▫ Reviews laws and regulations to ensure that all of the credit union’s departments are in compliance with applicable state and federal law.
▫ Suggests policy change to management to facilitate the credit union’s compliance program and reduce its risk of noncompliance.
▫ Maintains the credit union policies and procedures manuals in the areas that address compliance.
▫ Develops record retention policies and procedures in accordance with regulations and laws.
▫ In a professional manner, provides members and potential members with information to allow them to make an informed decision regarding credit union products and services. Responds to members’ requests, problems and complaints.

Job Specifications:
The requirements listed below are representative of the knowledge, skill, and ability required to successfully perform the above functions. This list is intended to be illustrative, but not exhaustive.
1. Well-developed interpersonal skills are necessary for serving the credit union members and employees. Projecting a positive image as a representative of the credit union is essential.
2. Work requires extensive knowledge of all credit union products and services.
3. Knowledge of laws and regulations pertaining to credit union operations.

This position reports to the CEO. Email your résumé and salary requirements to: mjhinchey@wffcu.org. Or write to: Michael J. Hinchey, CEO, Wepawaug-Flagg, 105 Sanford Street. Hamden, CT 06514-1723
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RECOVERY SPECIALIST (Part Time)

General Electric Employees Federal Credit Union is seeking a part-time recovery specialist.

The Recovery Specialist is responsible for all aspects of recoveries from inbound and outbound collection calls, collection letters, skip tracing, settlements, referral of claims for state court litigation, enforcement and execution of judgments obtained. Qualified candidate must have knowledge of Fair Debt Collections Practices Act (“FDCPA”) and state versions thereof; the various state and federal consumer privacy laws.

Qualifications
▫ At least 2 years prior experience in a credit union or banking environment.
▫ Strong organizational, problem-solving, analytical skills and negotiating skills.
▫ Good judgment with the ability to make timely and sound decisions.
▫ Negotiate with the customer and apply applicable solution to resolve delinquency.
▫ Leverage tools and information to develop customer contact information.
▫ Devise work strategies to maximize impact on delinquency.
▫ Properly document calls results utilizing various systems applications.
▫ Assume accountability for following all company policies and procedures.
▫ Ability to diffuse difficult customer interactions while collecting on the delinquency.
▫ Advanced decision making and follow up skills allowing ownership to resolve escalated customer calls.
▫ Sound judgment gained through advanced collections experience and broader business knowledge.
▫ Innovation, adaptability, and flexibility relevant to improving specific business processes and initiatives.
▫ Goal oriented to meet production indicators.
▫ Basic knowledge of accounting.
▫ Must be computer literate and proficient in basic office applications.
▫ Ability to manage priorities and workflow with versatility, flexibility, and willingness to work within constantly changing priorities with enthusiasm.
▫ Perform other duties as required.

Qualified applicants may reply with résumé and salary requirements to:

Email: collectorop@geefcu.com
Or Fax (203) 783-1140
Or Mail to:
GEEFCU
Attn: Collector op
265 Bic Drive
Milford CT 06461-3048
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PART-TIME TELLER/MSR

A Hartford Credit Union seeks part-time Teller/Member Services Representative, approximately 22 hours per week. The successful candidate must possess exceptional member service, sales, and communication skills. Previous work experience in a bank or credit union or bilingual ability a plus. Must be able to work Saturdays.

Please Mail Résumé to:
Credit Union
443 Franklin Ave.
Hartford, CT 06114
Attn: Marco
or Fax Résumé to 860-296-8981
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BRANCH MANAGER

Company Overview
Connex Credit Union is one of the top 5 largest credit unions in Connecticut. Connex is committed to improving the lives of our members...one member at a time.

We are looking for a driven individual to lead one of our eight branches in improving our members’ lives while ensuring strong operational functionality. Responsible for driving branch growth and strong member service. Must have the ability to manage multiple projects simultaneously and deliver results. Excellent sales leadership and teamwork skills essential.

Essential duties include:
▫ Helps maintain the sales and service culture within the branch team.
▫ Drives the connectivity and cohesiveness of all branches with the main office and ensures that the
quality culture of the organization exists.
▫ Assists the VP of Sales & Service in development of goals, analyzing results, making adjustments
when goals are not met and celebrating when they are.
▫ Coaches sales and service skills to all branch team members.
▫ Develops sales and service leadership skills in Assistant Branch Managers.
▫ Drives quality hiring for all branch positions.
▫ Maintains branch coverage calendar.
▫ Enhances development of employees, including coaching and guidance of each person in the
branches, career planning, and taking the appropriate steps with actions plans when disciplinary
action is needed.
▫ Assigns, coordinates, and monitors workflow and productivity to ensure high levels of accuracy, quality and quantity are maintained.
▫ Drives branch reporting to measure the branch’s productivity.
▫ Ensures that the branches maintain and utilize all Marketing provided.
▫ Makes recommendations to senior management for changes and improvements in procedures
concerning lending department in relation to overall operations.
▫ Ensures that all branch staff comply with federal laws, regulations and internal controls.
▫ Maintains knowledge of competitors’ rates and terms and other trends related to consumer and
mortgage lending.
▫ Adheres to all credit union policies and procedures and supports the culture of the organization.
▫ Attains successful project management.
▫ Ensures that all branch teams meet their goals.

We provide competitive salaries and excellent benefits. Please send your résumé, position, location and salary requirements to msilva@connexcu.org.
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COMMERCIAL LOAN ADMINISTRATOR

American Eagle Federal Credit Union is seeking a full-time Commercial Loan Administrator.

Hours of Work: 40 hours per week with flexibility for overtime and weekends as needed.

RESPONSIBILITIES:
· Provides specialized support to the Manager, Business Services and Business Development Officers in the furtherance of their primary duties.
· Compiles data and prepares reports for Manager, Business Services, senior management and the board of directors.
· Logs all credit requests and tracks for compliance with Regulation B.
· Compiles all credit, legal and collateral files and screens for completeness, ordering or requesting any required additional searches, reports, etc.
· Maintains all credit files up-to date and inspection/audit ready.
· Books all loans to core operating system including extensions, modifications and renewals.
· Sets up and maintains all collateral and “tickler” files regarding sales programs, customer contact, covenant compliance, and financial data requests.
· Contacts and coordinates with appropriate Business Development Officer and branch personnel regarding delivery of all verbal approvals or denials.
· Composes, mails, and logs all written denials.
· Acts as primary liaison between underwriting/administration team at Credit Union Service Organization (CUSO), Business Development Officers, branch personnel, local attorneys, and member businesses.
· Handles requests for loan advances or paydowns, transfers, wires, credit checks, etc.
· Screens for compliance with minimum policy standards.
· Collaborates with Manager, Business Services on “best fit” credit product solutions.
· Reviews loan documentation, calculates fees and coordinates all closings.
· Acts as primary service representative and first point of problem resolution for all member businesses.
· Other miscellaneous duties as assigned.

REQUIREMENTS:
· Associate’s degree in Business, Finance, or related field and five to seven years’ experience in a financial institution; or an equivalent combination of education and experience.
· Experience managing workflow among local and remote team members a plus.
· Analytical thinking—ability to understand cause and affect relationships.
· Conceptual thinking—ability to recognize patterns, assemble many pieces into a coherent whole, and create new ways to look at things.
· Information seeking—ability to go beyond the obvious and seek out information that goes deeper than face value.
· Concern for order and quality—ability to pay attention to the accuracy of details and organize them.
· Impact and Influence—ability to be persuasive and gain commitment to action from others.
· Organizational Awareness—thorough understanding of Credit Union philosophy.
· Customer Service Orientation—quick turnaround of phone calls and requests.
EOE D/V/M/F