13 jobs found

Position Summary: SchoolsFirst FCU's  Member Service Representative II  provides World Class Member service to Members visiting branch/service center locations. Provides information and promotes credit union products and services to build relationships. Processes transactions in the general areas of savings, loans, and auxiliary credit union services.   Essential Job Functions: Delivers World Class face-to-face service to Members requesting account assistance. Processes new memberships, additional share accounts, savings services, consumer loan requests and general consumer loan fundings as requested by Members. Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement. Has working knowledge of credit union savings and consumer loan products and all services. Has basic knowledge of real estate products. Completes documentation for...

Position Summary: SchoolsFirst FCU's  Member Service Representative II  provides World Class Member service to Members visiting branch/service center locations. Provides information and promotes credit union products and services to build relationships. Processes transactions in the general areas of savings, loans, and auxiliary credit union services.   Essential Job Functions: Delivers World Class face-to-face service to Members requesting account assistance. Processes new memberships, additional share accounts, savings services, consumer loan requests and general consumer loan fundings as requested by Members. Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement. Has working knowledge of credit union savings and consumer loan products and all services. Has basic knowledge of real estate products. Completes documentation for...

Position Summary: SchoolsFirst Federal Credit Union is looking for a  Member Service Representative I.  This individual will provide World Class Member service by accurately completing transactions and providing account information to Members. Follows cash control guidelines to safeguard credit union and Member assets.   Essential Job Functions: Delivers World Class face-to-face service to Members requesting account assistance. Provides consultative services to Members regarding credit union products and services or refers Members to the appropriate teammember to assess the Member's needs, address their concerns and gain agreement. Processes Member transactions efficiently and accurately with personal care. Contributes to the departmental goals by processing high volume with a sense of urgency. Performs other related duties as assigned or requested.   Education: High School Diploma or G.E.D. required.   Experience: 0 to...

Position Summary: Provides World Class Member service to Members visiting branch/service center locations. Provides detailed information and promotes credit union products and services to build relationships. Processes transactions in areas of savings, consumer loans, real estate loans and auxiliary credit union services. Handles most complex situations in specialty area of expertise. Acts as lead to assist branch management in functioning of branch. Essential Job Functions: Provides suggestions for streamlining department and credit union operations. Assists with completing projects and reports related to the department. Performs other related duties as assigned or requested. Delivers World Class face-to-face service to Members requesting account assistance. Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement. Assists the branch with...

Position Summary: SchoolsFirst Federal Credit Union is looking for a  Member Service Representative I.  This individual will provide World Class Member service by accurately completing transactions and providing account information to Members. Follows cash control guidelines to safeguard credit union and Member assets.   Essential Job Functions: Delivers World Class face-to-face service to Members requesting account assistance. Provides consultative services to Members regarding credit union products and services or refers Members to the appropriate teammember to assess the Member's needs, address their concerns and gain agreement. Processes Member transactions efficiently and accurately with personal care. Contributes to the departmental goals by processing high volume with a sense of urgency. Performs other related duties as assigned or requested.   Education: High School Diploma or G.E.D. required.   Experience: 0 to...

Job DescriptionFPI Management is currently looking for a Compliance Specialist to join our Affordable Communities team! OUR IDEAL CANDIDATE has a minimum of 3 years' experience in a similar Compliance role, Tax Credit certification (C3P, CPO, FHC, HCCP, NAHP, NAHPe, NCCP, NCP, NCP-E, SCHM, TCS), preferred, has some supervisory experience, preferably with a dispersed team, has experience with rent, income and utility allowance adjustments and updates. Yardi Affordable and SHRA Bond Reporting experience a plus. Is a reliable, highly organized and detail-oriented 'can-do' team player with excellent communication skills and possesses efficient problem solving skills. Is a self-starter -- able to reassign priorities daily. MINIMUM REQUIREMENTS: High School diploma or equivalent, valid driver's license and an insured, operable vehicle, English language proficiency (read, speak and write), and the ability to pass a full background check and drug screening ( Note: As it relates to...

We are currently hiring for a Team Leader in our Folsom, CA office with experience leading a team in a financial services environment / retirement plan operations or trading. Do you have experience leading and motivating a team of 10-15 employees in a financial services environment? As a member of the team you will monitor completion of necessary functions of the team and ensures the tasks are executed accurately and properly. This role is also responsible for organizing the recruitment and selection of employees as well as taking an active role in the onboarding and performance management process in guiding and developing the skill set of the operations team. The Team Leader will hold regular team meetings to share information and provide an open forum for team members to collaborate. S/He will periodically review work of all team members to ensure quality and accuracy are met and that the team members meet high standards for customer service and communication skills. Will...

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...

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...

Position Summary: Provides World Class Member service to Members visiting branch/service center locations. Provides detailed information and promotes credit union products and services to build relationships. Processes transactions in areas of savings, consumer loans, real estate loans and auxiliary credit union services. Handles most complex situations in specialty area of expertise. Acts as lead to assist branch management in functioning of branch. Essential Job Functions: Provides suggestions for streamlining department and credit union operations. Assists with completing projects and reports related to the department. Performs other related duties as assigned or requested. Delivers World Class face-to-face service to Members requesting account assistance. Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement. Assists the branch with...

Summary Prepares and inputs inventory/financial data for use in maintaining inventory accounting records by performing the following duties.   Essential Duties and Responsibilities include the following. Other duties may be assigned.   Compiles, sorts, initiates and posts documents, such as product requisitions, purchase requisitions, purchase orders, invoices, credits, warehouse transfers, inter-department transfers, production postings and recipes that substantiate daily business transactions.   Performs daily cycle counts, month end physical inventories and daily variance reconciliation.   Audits for compliance of  Internal Policies and Procedures.   May be instructed to observe movement of goods into and out of the warehouse.   May be assigned other duties by Inventory Control Manager, or Vice President of Finance.   Performs more challenging and technically complex tasks (such as posting of daily cycle counts and month end...

VSP Global is comprised of five complementary businesses that combine high-quality eye care insurance, high-fashion eyewear, customized lenses, ophthalmic technology and retail solutions, with employees in over 23 countries. No matter the role, we’re all focused on a singular mission: to help people see. Learn more by visiting  https://vspglobal.com/cms/careers/ General Summary As a key member of the Internal Audit team, the Senior Internal Auditor will perform internal audit and consulting work and report on the results with minimal supervision. Responsible for assisting to develop and complete integrated internal audits, participate in implementing/maintaining SOX/NAIC documentation and testing. Contribute to a developing and growing Internal Audit Department. Essential Functions Prepare all work papers and execute a comprehensive audit approach (policies, procedures, processes, controls and measures) to address financial, compliance, IT and...

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...