12 jobs found

Newport Group is has a great opportunity for an  Operations Specialist in the Trading group. This employee is responsible for participating in the daily trading and fund change processes within Operations. Qualified candidates should be highly organized with a strong attention to detail and have the ability to work in a fast paced, dynamic environment with a high degree of accuracy.  The Operations Specialist will participate in the daily trade submission/monitoring process and in a rotation of nightly monitoring of price files imports, releasing of trades, and problem resolution (typically once per week). S/he will complete daily share reconciliation reports for multiple custodians. Will coordinate and perform fund changes. Includes fund review, distributing proper disclosures and the actual completion of the event in our recordkeeping system.  The successful candidate will monitor negative balances, troubleshoot daily trade rejects and settlement issues. S/he will analyze...

Newport Group has a great opportunity for a Operations Specialist. The Operations Specialist is responsible for processing retirement plan participant accounts. The ideal candidate will have an aptitude for general accounting, finance, and mathematics. A basic understanding of mutual funds and other investments is preferred. The Operations Specialist will process retirement plan payroll files including plan participant contributions, distributions and loan payments as well as disbursement requests via custodian websites.  Successful candidates will assist with special projects as needed and identify process improvements to create efficiencies. The role utilizes various databases which house retirement plan information and works extensively with MS Excel and Word.  Additional responsibilities will include managing mutual fund processing.   Requirements: Able to escalate questions and issues as appropriate to management, yet able to use solid business judgment. Able to work...

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...

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...

GENERAL DESCRIPTION: Performs and conducts complex and time-intensive journal entries and bookkeeping for the Member Care Department. Assists Member Care reps with complex postings, adjustments and outages. Focuses on reviewing the accuracy of journal entries and bookkeeping for the Member Care Department in a timely and efficient manner to ensure proper financial record keeping. TASKS, DUTIES, FUNCTIONS: Ability to perform all duties of a Member Care Support Rep I. Assist the Leadership in audits and reconciliations on all necessary corrections to current processes and/or documents the following: Collection payments Collection Department extensions Expulsion Process Negative Shares, Visa and Loan Charge-offs. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. Perform the following tasks: Audits typed...

GENERAL DESCRIPTION: This Member Service Representative I is an energetic and goal-oriented individual who has a passion for service excellence. As a team member you are eager to build strong long-term relationships through the servicing of Golden 1 members in a professional, efficient, respectful manner providing a positive member experience. The MSR I responds accurately to member inquiries by telephone in English and Spanish languages (if certified). The ideal candidate will proactively engage members to achieve their financial goals in a consultative approach as part of the solution to their inquiry. TASKS, DUTIES, FUNCTIONS: Efficiently process service transaction(s) with minimal errors and mitigate potential losses to Credit Union and Member. Identify, investigate, and resolve basic member concerns, as well as process and complete member transactions in a timely and efficient manner. Identify and report fraudulent activity to prevent potential loss to Credit...

GENERAL DESCRIPTION: Communicates and interacts with members for the prompt resolution of delinquent and negative accounts to minimize The Golden 1 non-performing asset accounts. TASKS, DUTIES, FUNCTIONS: Place and receive a high volume of inbound and outbound calls in effort to negotiate re-payment plans for past due and negative accounts. Identify, investigate, and resolve delinquent and negative account activity. Accept incoming telephone inquiries for the resolution of delinquent accounts from branches, members, and other credit union staff. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. Communicate and interact with the Golden 1 staff to gather information for resolution of delinquent accounts. Prepare and process all pertinent documentation necessary to resolve delinquent accounts. Review Credit Union records and...

GENERAL  DESCRIPTION: The primary goal is to provide an exceptional member service and sales experience through efficient member transaction processing and the generation of sales through quality referrals. Manages, directs and supervises Branch MSR I, MSR II and Lead. Responsible for branch operations and assigned employee sales performance. Schedules branch employees to maintain an efficient staffing model to maximize resources. Ensures outstanding member service, compliance with all policies and procedures, meeting or exceeding all branch sales goals and objectives, while maintaining professionalism in the workplace. TASKS, DUTIES, FUNCTIONS: Train, develop, and evaluate assigned branch employees. Direct and schedule Branch activities. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti money laundering laws appropriate to the position. Foster a positive and engaging work...

GENERAL DESCRIPTION:  The Home Loan Advisor - External will proactively solicit new residential mortgage loans to meet established loan quality and production goals. They will develop and maintain a strong network of business relationships to ensure a recurring source for mortgage loan referrals.   This network includes mortgage professionals, builders, other professional and personal contacts, and any other referral source the Advisor develops. The external Advisor will enhance this network by regularly participating in business related development opportunities, community events and professional organizations.   They will also be expected to handle branch or call center generated referrals only when the member requests an in person meeting. They will provide our members with the same exceptional service they give to their self-generated referrals and always conduct themselves in a professional and ethical manner. The Advisor shall maintain a thorough understanding of the...

GENERAL DESCRIPTION: This Member Service Representative I is an energetic and goal-oriented individual who has a passion for service excellence. As a team member you are eager to build strong long-term relationships through the servicing of Golden 1 members in a professional, efficient, respectful manner providing a positive member experience. The MSR I responds accurately to member inquiries by telephone in English and Spanish languages (if certified). The ideal candidate will proactively engage members to achieve their financial goals in a consultative approach as part of the solution to their inquiry. TASKS, DUTIES, FUNCTIONS: Efficiently process service transaction(s) with minimal errors and mitigate potential losses to Credit Union and Member. Identify, investigate, and resolve basic member concerns, as well as process and complete member transactions in a timely and efficient manner. Identify and report fraudulent activity to prevent potential loss to Credit...

GENERAL DESCRIPTION: Performs various finance and accounting functions for Golden 1 Credit Union, including but not limited to financial reporting, financial analyses and maintaining financial systems/models. Act as lead for employees in the Finance area. Employees in this area are cross-trained in several aspects of finance and accounting functions and will assist the Finance Management team in special projects. TASKS, DUTIES, FUNCTIONS: Develop and analyze data, supporting spreadsheets, charts, and reports to determine financial performance and profitability across markets, products, channels, and member demographics and enterprise-wide analytics. Develop and maintain financial performance-related expertise in assigned business areas to provide deep-dive analysis into metrics, trends and anomalies while providing insights to drive improvements. Coordinate the assessment of market, product, member, and channel performance to identify gaps and additional value areas...

GENERAL DESCRIPTION: This Member Service Representative I is an energetic and goal-oriented individual who has a passion for service excellence. As a team member you are eager to build strong long-term relationships through the servicing of Golden 1 members in a professional, efficient, respectful manner providing a positive member experience. The MSR I responds accurately to member inquiries by telephone in English and Spanish languages (if certified). The ideal candidate will proactively engage members to achieve their financial goals in a consultative approach as part of the solution to their inquiry. TASKS, DUTIES, FUNCTIONS: Efficiently process service transaction(s) with minimal errors and mitigate potential losses to Credit Union and Member. Identify, investigate, and resolve basic member concerns, as well as process and complete member transactions in a timely and efficient manner. Identify and report fraudulent activity to prevent potential loss to Credit...