Advancial Federal Credit Union

Member Service Representative

• Process loan applications and guides members through the lending cycle from inquiry to closing
• Provide accurate product information to support member decisions on loans and credit union services
• Achieve sales and penetration goals for loan products and related services
• Ensure compliance with lending policies, account‑opening requirements, and member‑verification standards
• Maintain strong product knowledge across all credit union offerings to enable effective cross‑selling and referrals
• Deliver high‑quality member service across phone, digital, and in‑person channels
• Strengthen member relationships by using CRM tools to manage leads, track goals, and identify next‑best‑product opportunities
• Support operational continuity by being available during closures or inclement‑weather situations
• Process wire transfer requests sent in through various channels. Verify wire information accuracy along with ensuring member security. Conduct LexisNexis verifications when needed to verify the identity of a caller.

Member Service Center Representative, Lending

Executive Assistant

• Provide confidential, high-level administrative support to the Management Team, Board of Directors, and Committees.
• Maintain intranet/extranet board sites and digital board packets for ALCO, CUSOs, Board, and Supervisory Committee.
• Coordinate executive, management, and Board meetings: agendas, reports, presentations, and policy research.
• Provide administrative support: minutes, research, reports, recognition programs (President's Circle, Bright Ideas), conferences, travel, and event budgets.
• Administer Policy Management system: track approvals, revisions, annual reviews, and compliance.
• Back up Emergency Response Plan coordination: updates, testing, and continuity readiness.
• Support Project/KSF Tracking System: updates, reminders, and reporting for Project Management.
• Manage daily executive mail distribution for Management and Board.
• Assist with Vendor Contract Management: documentation, timelines, and due diligence tracking.
• Support Internal Audit: external audit prep, research, and CUSO/ROC administrative tasks.
• Maintain executive file databases: scanning, archiving, timeline tracking, and reminders.
• Organize events, meetings, and travel for Executives, Supervisory Committee, and Board.
• Cultivate a positive, respectful, and collaborative culture across the organization—fosters strong relationships among staff, departments, branches, and external partners. Champion a caring and inclusive environment for both employees and members, aligned with the Credit Union's mission and values.

Project Manager

• Field and route contract inquiries.
• Manage contract lifecycle: reviews, approvals, execution, tracking, and compliance.
• Coordinate documentation and compliance across internal teams and vendors.
• Liaise between vendors, contract owners, and SMEs; verify documentation meets standards.
• Evaluate vendor materials; follow up on gaps, escalate concerns.
• Research vendors via AI; assess terms, due diligence, and breach history.
• Log correspondence in Anet; track updates and timelines.
• Recommend process improvements.
• Support partner due diligence with Project Management.
• Oversee Emergency Response Plan: updates, testing, supplies, reviews.
• Provide administrative support for leadership and Board.
• Maintain intranet/extranet content, policy and executive file databases; coordinate reviews and reports, and track timelines and reminders.
• Support executive/Board meetings: packets, presentations, research.
• Assist Internal Audit and CUSO/ROC tasks.
• Cultivate a positive, respectful, and collaborative culture across the organization--foster strong relationships among staff, departments, branches, and external partners. Champion a caring and inclusive environment for both employees and members, aligned with the Credit Union's mission and values.

Project Coordinator

Customer Support

• Provide high-quality member service through various communication channels (phone, email, chat), resolving inquiries regarding accounts, transactions, and products.
• Process account transactions accurately and efficiently, including deposits, withdrawals, loan payments, and check orders.
• Assist members with online banking services, troubleshooting issues and guiding them through our systems.
• Evaluate member needs to identify opportunities for cross-selling credit union products and services.
• Maintain up-to-date knowledge of credit union products, policies, and changes in regulations.
• Handle member complaints with professionalism and empathy, striving for timely resolution.
• Document member interactions in the customer relationship management system for future reference and quality control.
• Participate in training and ongoing education to improve skills and product knowledge
• Cultivate a positive, respectful, and collaborative culture across the organization—fostering strong relationships among staff, departments, branches, and external partners. Champions a caring and inclusive environment for both employees and members, aligned with the Credit Union’s mission and values.

Member Service Representative – Support Services

Representative

• Provide excellent service across virtual channels including chat, email, video, and ITM; manage incoming volume efficiently.
• Open and verify new accounts; coordinate with BSA when needed.
• Manage multiple member conversations while using internal systems and resources.
• Meet performance goals by identifying member needs and recommending products.
• Resolve issues, support Contact Center operations, and process routine transactions.
• Maintain strong product knowledge to cross‑sell and refer services.
• Be available during closures or inclement weather; remote or onsite as required.
• Use CRM to manage leads, update member data, and track goals.
• Build positive relationships with members, branches, and internal teams.
• Maintain a professional, positive culture and stay proficient with required software.

Virtual Services Representative

General

• Check clearing — Handles in‑clearings, Fed returns/adjustments, chargeback reversals, IRDs, and daily IP balancing.
• Indirect auto openings — Reviews documentation, ensures BSA compliance, submits fraud checks, and completes system setup.
• Mortgage openings — Verifies applications, confirms required documents, and validates BSA authorization.
• Remote deposit review — Resolves exceptions, releases or rejects items, and applies Reg CC holds.
• GAP and VSA handling — Processes claims and cancellations and coordinates with third parties for settlement.
• Loan reconciliation — Completes month‑end add‑on settlements and performs GL reconciliation.
• Account and product maintenance — Processes mailed closure requests, updates ancillary product records, supports CPI inquiries, and participates in cross‑training.
• Cultivate a positive, respectful, and collaborative culture across the organization.

Account Services Representative

Vice President

• Program requirements development — Collaborate with project owners and stakeholders to gather, define, and meet program requirements, considering buy‑vs‑build options and best‑practice approaches.
• Workflow design — Work with stakeholders to design and sequence workflow processes that align with user expectations.
• Resource and project planning — Align project load with resource availability by performing work breakdowns, estimating tasks and labor hours, and communicating constraints to stakeholders and Management.
• Project guidance and communication — Participate in meetings to provide direction, manage delivery expectations, and maintain transparency regarding departmental resource availability.
• Team development and liaison work — Support programmers’ ongoing development, ensure skills remain current, and serve as a liaison between programmers and organizational stakeholders to ensure timely, accurate work completion.
• System accuracy and issue resolution — Investigate program errors, identify root causes, propose solutions, establish debugging protocols, and perform functional testing with documented results.
• Strategic planning and reporting — Report workload and project status to all organizational levels; set annual budgets and business plans; and establish policies and procedures for programming, development, system lifecycles, technology research, deployments, maintenance, and sunsetting.
• Cultivate a positive, respectful, and collaborative culture-- across the organization--foster strong relationships among staff, departments, branches, and external partners. Champion a caring and inclusive environment for both employees and members, aligned with the Credit Union's mission and values.

Assistant Vice President – Programming & Development

Software Engineer

• Supports system design, analysis, and coding while following UI/UX standards.
• Assists with updates and maintenance of new and existing programs.
• Performs QA by troubleshooting issues, identifying causes, recommending fixes, and validating results.
• Works with web services and API integrations, including communication with the banking core.
• Communicates clearly, captures requirements accurately, and collaborates with stakeholders to refine user stories.
• Exercises sound judgment, works independently, and manages multiple tasks effectively.
• Understands business workflows, compliance needs, and how coding decisions impact quality, security, and member protection.
• Contributes to a positive culture and strong cross‑department relationships.
• Maintains productive relationships with branches, internal teams, and external partners.
• Keeps current with relevant hardware and software tools.

Systems Programmer

Marketing

• Develop relationships with funding sources including Fannie Mae, Freddie Mac, and other correspondent investors.
• Determine daily mortgage pricing for portfolio and correspondent investors.
• Verify lock requests and maintains related changes, reconciliations, and extensions for the best‑efforts pipeline.
• Review rate lock data for accuracy and expiration timing and communicates discrepancies to Loan Officers or Operations.
• Handle the shipping and purchase of closed loan packages.
• Advise loan officers on lock‑in policies, procedures, and industry practices.
• Apply company guidelines and remains familiar with Mortgage department functions.
• Direct bulk loan sales including pool creation, due diligence, closing, funding, and post‑sale servicing.
• Uphold regulatory compliance across secondary marketing operations.
• Enhance secondary marketing strategies and processes.
• Establish pricing and delivery strategies to achieve targeted gain‑on‑sale revenue.
• Address Mortgage Servicing inquiries and collaborates with the subservicer on servicing issues.
• Cultivate a positive, respectful, and collaborative culture across the organization—fostering strong relationships among staff, departments, branches, and external partners. Champions a caring and inclusive environment for both employees and members, aligned with the Credit Union’s mission and values.

Secondary Marketing Manager

Systems Engineer

• Analyze and evaluate Core system operations, integrations, and user requirements.
• Manage, configure, and maintain Core system SQL Server databases.
• Develop, modify, and support Core system programs, reports, workflows, and automated processes.
• Perform system maintenance, issue resolution, enhancements, and version upgrades.
• Research, recommend, and integrate system and process improvements.
• Serve as liaison with stakeholders to gather requirements and communicate system updates.
• Create and maintain documentation, data processing records, and job schedules.
• Support testing, training, and implementation of Core and related system upgrades.
• Provide workflow assistance, troubleshooting, and on‑call support for mission‑critical systems.