First Tech Federal Credit Union

Program Manager

• Create and implement an Insurance Agency employee engagement program in collaboration with internal and external partners through webinars and insurance awareness presentations
• Evaluate the quality and accuracy of insurance transactions (e.g., service requests, endorsements, policy changes, household reviews) and communicate findings to leadership and team members
• Assist leadership in the development and delivery of new employee and carrier onboarding focused on products, systems, processes, and operations
• Provide cross-functional and agency support to ensure operational readiness in conducting process mapping to uncover inefficiencies, writing and updating procedures, and facilitating upgrades while ensuring carrier product information and regulatory compliance
• Analyze the effectiveness of core systems, operational programs and lead activities related to recommended process improvements, addresses inefficiencies, and work collaboratively with leaders to optimize processes
• Support ongoing initiatives and provide cross-functional support to achieve objectives for retention, quality growth, productivity gains, and member/employee engagement

Program Manager III, Insurance Services

Bilingual

• Handle and resolve defaults and delinquencies with members’ accounts and advocate for members while maintaining strong member relationships
• Provide assistance and support to members in financial difficulty by identifying mutually agreeable payment arrangements and maintaining excellent member service
• Work assigned collection queues and make collection attempts by telephone and email on products like auto loans, credit cards, mortgages, etc., following established procedures and regulations
• Review and submit accounts for loan workout arrangements (extensions, modification, forbearance, partial payments)
• Identify accounts for adverse action (repossession, foreclosure, closure, suspension, charge off)
• Identify gaps in processes and procedures and make recommendations for improvements
• Participate in department projects and initiatives as required

Bilingual Collector

Analyst

The Analyst II, Capital Markets gathers, analyzes and interprets product data in areas such as budgets, financial planning/ forecasting and cash flow projections, ensuring compliance with policies and regulations.
Primary Responsibilities: Perform data manipulation, validation and analysis activities to improve efficiencies and identify opportunities in product profitability and performance
Analyze product strategies to support profitability and business plan goals
Coordinate and organize projects and processes that deliver business plan goals
Build and maintain cash flow and other financial models, providing analysis and insights as required
Assist with the building and mapping of databases related to loan purchase programs
Prepare, deliver and/or present reports, analyses and results for senior leadership, committees, and other business units
Draft and maintain documentation of procedures for producing reports

Program Manager III, Insurance Services

Bilingual Collector

Capital Markets Analyst II