Safe Credit Union

SAFE Credit Union, an Equal Opportunity Employer, has been serving those who live and work in Greater Sacramento for more than 70 years.  At SAFE, we're always exceptional professionals who take joy in the privilege and responsibility of improving the financial well-being of individuals and businesses in our community. If you would like to share your skills and talents in an environment that encourages extraordinary member service, communication, and teamwork, we invite you to apply.

Aug 23, 2019
SUMMARY Performs critical IT functions such as design, analysis, evaluation, testing, troubleshooting, debugging and implementation of all aspects of IT infrastructure including business applications, servers, storage and databases in support of multiple functional areas. Responsible for project planning and implementations of Enterprise solutions. Assists in the recommendation for improvements and the development of technical standards. Routinely works on problems of diverse scope that require in-depth technical analysis and frequent creative resolution. ESSENTIAL DUTIES AND RESPONSIBILITIES Provide day-to-day technical support for internal IT staff and business partners required for applications, server, storage databases and general IT infrastructure and other Data Center issues. Install, configure, troubleshoot servers, storage, databases, backup, and telephony solutions in a heterogeneous Data Center environment. Ensure and maintain the highest possible security standards and practices in accordance with company and IT Security policies and procedures, especially as they relate to application, management, Data Center and overall IT infrastructure security. Administer and maintain backup, disaster recovery and business continuity systems and protocols in accordance with company and IT policies and procedures. Contribute to the development, testing, evaluation and design of IT standards, systems, infrastructure and solutions. Coordinate with multiple functional areas and vendors on the planning, upgrading, testing and servicing of Enterprise solutions. Assess, design, build and support complex SQL Cluster and Oracle infrastructures and the applications that connect to them. Experience working with database integrity, backups, SQL scripting, maintenance plans, database patching on production databases. Configure alerting and monitoring of all applications and databases to ensure high levels of system availability. Assess, design, build and support Virtual Infrastructures (VI) including server and storage platforms using VMware vSphere. Assess, design, build and support Active Directory infrastructures. Assess, design, build and support HP-UX and Linux infrastructures. Assess, design, build and support network storage (SAN/NAS) and backup environments (D2D). Maintain awareness of new technologies. Complete other duties as assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION AND/OR EXPERIENCE                                                    Four-year college or university degree; or five to eight years related experience and/or training; or equivalent combination of education and experience. CERTIFICATES, LICENSES, REGISTRATIONS The following professional certifications are preferred: Microsoft Certified Solutions Associate (MSCA): SQL Server 2012/2014 Microsoft Certified Solutions Associate (MSCA): Windows Server 2012 or higher TECHNICAL SKILLS  Strong Knowledge and experience with the following technology is preferred: SQL Server Clustering/Oracle VMware vSphere HP 3PAR/EMC VNX HP BCS/Cisco UCS Microsoft Windows Server 2008R2/2012/2016 HP-UX/Red Hat Linux HP Data Protector OTHER SKILLS AND ABILITIES                                               Must be a self-starter, able to work without constant supervision Strong investigation, remediation, and reporting intuition Demonstrated ability to work in a team environment Strong analytical and problem solving skills Strong written and verbal communication skills OTHER QUALIFICATIONS                                             5+ years of hands-on experience managing complex Microsoft SQL Server and/or Oracle environments with a focus in high availability and disaster recovery. 5+ years of experience with VMware or a competitive virtualization software solution. 3+ years of experience maintaining the health of a large Active Directory environment. 3+ years of experience administering DNS, WINS, and DHCP. Experience migrating servers and/or virtualizing servers. Experience configuring Group Policy Objects to secure a Windows infrastructure. Experience in remediating security deficiencies within the Active Directory environment. Must be detail oriented and willing to work as part of a team. Must be customer service oriented to provide the highest level of customer satisfaction. Strong troubleshooting, research and communications skills are required. Ability to work independently, self-motivated and multitask on multiple project needs is required. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.
Safe Credit Union Sacramento, CA, USA Full time
Aug 23, 2019
SUMMARY Under the direction of a Senior Mortgage Officer, originate real estate loans from various lead sources.  Provide exceptional service while guiding members through the home loan process.  Analyze members’ financial data and use that information to provide them with home loan products that meet their needs. ESSENTIAL DUTIES AND RESPONSIBILITIES Originates real estate loans on behalf of the Senior Mortgage Officer. Analyze detailed financial and credit data, matching borrowers needs with an appropriate loan program and level of risk. Make outbound calls to realtors and prospects and schedule appointments. Maintain constant communication with members, vendors, and other staff to uphold clear expectations throughout the closing process. Responsible to send required documentation to Mortgage Assistant in a timely fashion so up-front mortgage RESPA disclosure requirements can be met. Maintain current, complete & accurate status in origination systems for all loans assigned. Submit timely, accurate and complete mortgage files to Real Estate Operations for processing, underwriting, doc drawing and funding. Follow up on assigned referrals in timely fashion Connect weekly with processor to verify status of loans in pipeline Meet minimum production goals assigned. Other duties as assigned. QUALIFICATIONS To perform this job successfully an individual must be able to perform each essential duty satisfactorily.  The requirements listed below represent the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION AND/OR EXPERIENCE Associate's degree (A.A.) or equivalent from two-year college or technical school; three to five years related experience. LANGUAGE SKILLS Ability to read and interpret documents such as title reports, loan applications, loan disclosures, and policy and procedure manuals.  Ability to write routine reports and correspondence.  Able to effectively communicate loan status and upcoming time frame expectations with members, 1st   Mortgage Officers, Realtors and other referral partners. MATHEMATICAL SKILLS Ability to calculate figures and amounts such as origination fees, discount points, interest, commissions, PITI payments, & percentages. REASONING ABILITY Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.  Ability to deal with problems involving several concrete variables in standardized situations. CERTIFICATES, LICENSES AND REGISTRATIONS NMLS license OTHER SKILLS AND ABILITIES Ability to type 35 words per minute Prior residential lending experience Familiar with LOS systems, and underwriting & funding requirements OTHER QUALIFICATIONS Strong sales and organizational skills Availability to assist borrowers on evenings and weekends Detail-oriented Customer service experience Excellent communication skills Solution oriented problem solver Demonstrated drive, initiative & desire to get work done quickly Strong desire to continue learning about the residential mortgage industry, provide cutting edge support and improve the financial well-being of SAFE’s members Proficient in MS Office Applications (Outlook, Excel, Word, Power Point) Mortgage Industry experience 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to walk and reach with hands and arms. Specific vision abilities required by this job include close vision and ability to adjust focus. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually light to moderate. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.
Safe Credit Union Folsom, CA, USA Full time
Aug 23, 2019
Call Center Service Representative I, IIJob Title:Call Center Service Representative I, IIJob Type:Full-Time, 38-40hrs. Plus Full BenefitsLocation:Rancho Cordova, CA  Job Description: We are proud to be an EEO/AA employer. We maintain a drug-free workplace. SUMMARY Responsible for assisting members with financial needs, questions and transactions. Cross-sells appropriate Credit Union products and services to members in order to help SAFE achieve its financial service sales and referral goals. Provides continuous quality service to all members. ESSENTIAL DUTIES AND RESPONSIBILITIES • Assist members with all general inquiries on accounts and loans. • Process member transaction requests, including inputting check orders through Clarke American. • Problem-solve with members regarding account concerns. • Input loan applications for all loans including Home Equity lines/loans. • Explain, promote, refer and sell Credit Union products and services using consultative selling techniques. • Quote rates ranges from SAFE’s Savings/Loans Rate Sheets. • Conduct member profiling to determine member needs. • Open sub-share accounts (Checking, Money Markets, Special Purpose Savings, Certificates, and Holiday Club Accounts). • Achieve individual sales and services goals (Call Monitors/Mystery Shops, Adherence, and Call Volume). • Process mail. • Confer with other departments to resolve member questions and concerns. • Maintain posting drawer and ensure drawer balances daily. • Provide support to Service Representative I’s. • Maintain an ongoing awareness of developments/changes in policies, procedures, products and services. • Adhere to Attendance and Punctuality Guidelines. • Complete other duties as assigned. EDUCATION AND/OR EXPERIENCE High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience
Safe Credit Union Sacramento, CA, USA Full time
Aug 23, 2019
Job Description: We are proud to be an EEO/AA employer. We maintain a drug-free workplace. SUMMARY Responsible for providing members with consultative quality service. Processes member transactions. Cross-sells credit union products and services that will benefit the members. These activities may be performed on the platform, teller line, and Advance Service Counter as needed. ESSENTIAL DUTIES AND RESPONSIBILITIES • Develop and maintain positive member and staff relationships. • Initiate Sales/Service activities: - Develop, set, and achieve personal sales and referral goals. - Assist in achievement of branch sales goals. - Refer members to Real Estate,SAFE Financial Services, and Business Specialist/Development Officer for assistance as appropriate. - Assist in developing and conducting branch sales programs, as requested. - Develop and maintain a proactive book of business to create ongoing and new sales opportunities through outbound sales calls - Participate in Benefit Fairs and offsite events to expand membership and book of business. • Provide consultative member service. • Achieve and maintain appropriate Mystery Shop and Survey scores through excellent service. • Conduct member-profiling methodology to determine member needs; confer with members on various products and services. Explain benefits and features. • Open New Account Products. • Accept loan applications, perform loan funding, participate in the audit process. • Maintain, sell and process Visa gift cards, debit and credit products. • Provide transactional member service in all areas of the branch. - Greet all members pleasantly and by name. - Accept and process deposits, withdrawals, payments, cashier checks, and cash advances according to SAFE’s policies. - Process over the counter requests for cashier checks, money orders and travelers’ cheques. - Thank members for their business. • Maintain and balance individual cash drawer throughout the day and at end of shift. • Assist in the opening, balancing and closing functions of the branch. • Participate in training and development of teammates as requested. • Maintain files, complete regulatory reports, and assist with other duties as assigned. • Participate in self-development and training programs. • Acquire personal skills through ongoing internal/external programs. • Assist team with overrides and approvals as authorized by branch management. • Resolve errors and member complaints. • Act in a supervisory capacity as requested. • Complete other duties as assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION AND/OR EXPERIENCE Associate's degree (A. A.) or equivalent from two-year college or technical school; or one year related experience and/or training; or equivalent combination of education and experience. LANGUAGE SKILLS Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of members or employees of organization. MATHEMATICAL SKILLS Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. REASONING ABILITY Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. CERTIFICATES, LICENSES, REGISTRATIONS N/A OTHER SKILLS AND ABILITIES • Communicate effectively. • Ability to function in a team environment as a proven team player. • Ability to make decisions and take responsibility for them. • Ability to act in a lead capacity when needed. OTHER QUALIFICATIONS N/A 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk; sit and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
Safe Credit Union Sacramento, CA, USA Full time
Aug 23, 2019
ESSENTIAL DUTIES AND RESPONSIBILITIES Develop and maintain positive member and staff relationships. Provide transactional service to members. -     Greet all members within 10 seconds & 10 feet pleasantly. -     Use the member’s name at least twice during the transaction. -     Accept and process deposits, withdrawals and payments according to SAFE’s policies and procedures.  -     Process over the counter requests for cashier checks, Visa cash advances, gift cards, postage   stamps, temporary checks and.Visa debit cards. Thank members for their business and use SAFE CU in the closing statement. Maintain individual cash drawer with appropriate drawer limits and balance drawer at the end of shift or as instructed by Management. Initiate Sales/Service activities: -     Develop personal sales/referral skills. -     Achieve monthly personal sales/referral goals. -     Initiate a sales activity with every member interaction. -     Assist in achievement of branch sales goals. -     Generate referrals/leads to the platform, Branch Business Specialist and/or LBE, Real Estate Mortgage Officer, SAFE Financial Services and SAFE’s Business Development Officer. . Assist in the branch’s daily opening and closing activities. Assist in the balancing and auditing of all negotiable and dual custody facilities. Maintain accurate and complete records of member transactions. Follow CIP procedures and complete regulatory reports to ensure compliance with BSA . Participate in personal self-development training through the completion of internal and external training programs. Assist with other duties as assigned QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty accurately, efficiently and satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION AND/OR EXPERIENCE                                                  High school diploma or general education degree (GED); and one year related experience in customer service and/or cash handling or equivalent combination of education and experience. LANGUAGE SKILLS                                            Ability to read and comprehend simple instructions, short correspondence, and memos.  Ability to write simple correspondence.  Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. MATHEMATICAL SKILLS                                             Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.  Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. REASONING ABILITY                                                     Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.  Ability to deal with problems involving a few concrete variables in standardized situations. OTHER SKILLS AND ABILITIES                                              Knowledge of various computer software programs Ability to communicate effectively Ability to function in a team environment as a proven team player Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.
Safe Credit Union Sacramento, CA, USA Full time