Global Credit Union

General

• Control adverse actions associated with credit union collateral
• Comply with federal, state and local laws and credit union procedures and practices regarding adverse actions involving credit union collateral
• Responsible for maintaining records and adherence with department procedures and practices for assignment of repossessions and remarketing of repossessed collateral
• Responsible for maintaining and adherence with department procedures and practices of credit union Cross Collateralization procedures and practices
• Perform other duties as assigned

Special Credits Collateral Control Officer I, II, III

Full-stack Engineer

• Assists Product Development Teams in the engineering of Symitar development designed to achieve business outcomes.
• Participates in core feature and user story development, executing responsibilities, and collaborating with Product Development Team members.
• Designs Symitar solutions to satisfy technical requirements.
• Utilizes Symitar knowledge to write and complete user stories and product features.
• Applies design principles and patterns to develop robust product capabilities following Symitar Services methodologies and best practices.
• Actively engages with other product team members to provide assistance with Symitar architecture, coding standards, and system related issues.
• May verify the work of engineers or technicians.
• Perform other duties as assigned in support of team efforts and results.

Symitar Engineer I, II, III, Senior

• Assists Product Development Teams in the engineering of Symitar development designed to achieve business outcomes
• Participates in core feature and user story development, executing responsibilities, and collaborating with Product Development Team members
• Designs Symitar solutions to satisfy technical requirements
• Utilizes Symitar knowledge to write and complete user stories and product features
• Applies design principles and patterns to develop robust product capabilities following Symitar Services methodologies and best practices
• Actively engages with other product team members to provide assistance with Symitar architecture, coding standards, and system related issues
• May verify the work of engineers or technicians
• Perform other duties as assigned in support of team efforts and results

Vice President

• Provides executive leadership for the Special Credits function to protect and strengthen the organization’s financial position.
• This role is accountable for enterprise-wide credit risk mitigation, loss reduction, and recovery optimization, while leading strategic initiatives that improve portfolio performance and operational effectiveness.
• The Senior Vice President partners closely with senior leadership to develop and execute risk management strategies, ensure regulatory compliance, and uphold a high standard of member service.
• Provide strategic leadership to reduce delinquency, mitigate losses, and strengthen recovery performance across the portfolio.
• Direct and optimize Special Credits operations, including third parties, to ensure goals are met, efficiency, regulatory compliance, and sustained organizational performance.
• Provide executive oversight to ensure compliance with all applicable laws, regulations, policies, and procedures governing assigned functions and related credit union activities.
• Champion process innovation, technology adoption, and performance improvement strategies to enhance operational effectiveness and team productivity.
• Provide oversight of complex credit matters, including bankruptcies, repossessions, and legal recovery actions, to support effective resolution and risk mitigation.
• Evaluate industry trends, regulatory developments, and emerging best practices to guide strategic decision-making and operational priorities.
• Serve as an executive representative of the organization in professional, trade, and community associations to strengthen industry relationships and organizational visibility.
• Lead execution of the credit union’s business plan within assigned areas of responsibility to achieve strategic and operational objectives.

Senior Vice President, Special Credits

• Provides executive leadership for the Special Credits function to protect and strengthen the organization’s financial position
• Accountable for enterprise-wide credit risk mitigation, loss reduction, and recovery optimization
• Lead strategic initiatives that improve portfolio performance and operational effectiveness
• Partner closely with senior leadership to develop and execute risk management strategies, ensure regulatory compliance, and uphold a high standard of member service
• Direct and optimize Special Credits operations, including third parties, to ensure goals are met, efficiency, regulatory compliance, and sustained organizational performance
• Provide executive oversight to ensure compliance with all applicable laws, regulations, policies, and procedures governing assigned functions and related credit union activities
• Champion process innovation, technology adoption, and performance improvement strategies to enhance operational effectiveness and team productivity
• Provide oversight of complex credit matters, including bankruptcies, repossessions, and legal recovery actions, to support effective resolution and risk mitigation
• Evaluate industry trends, regulatory developments, and emerging best practices to guide strategic decision-making and operational priorities
• Serve as an executive representative of the organization in professional, trade, and community associations to strengthen industry relationships and organizational visibility
• Lead execution of the credit union’s business plan within assigned areas of responsibility to achieve strategic and operational objectives

Director

• Oversee all mortgage underwriting functions.
• Train, develop, supervise, and conduct performance evaluations and other personnel actions for all subordinates.
• Oversee all mortgage production support functions.
• Supervise mortgage credit policy staff and manage daily workflow related to product development, credit policy communications, and product training.
• Work with Mortgage and Real Estate managers and executives to develop and implement credit policies and portfolio loan underwriting guidelines.
• Underwrite mortgage loans for executive employee loans, as needed, in compliance with established policies and requirements; serve as a delegated or direct-endorsement underwriter and SAR appraisal reviewer within the requirements established by the investor, insurer or guarantor.
• Work closely with Mortgage Operations and Global Credit Union Home Loans management to ensure staff is aware of and following all established program and policy requirements of each investor and/or agency and insurer.
• Act as a resource to both underwriting and production staff and provide information regarding changes to investor and/or guarantor policies and procedures.
• Work closely with the Mortgage and RE Lending Compliance team to ensure all Global Credit Union mortgage credit policies meet current regulatory compliance requirements.
• Maintain a current knowledge of existing laws, statutes, regulations, ordinances, policies and procedures pertaining to real estate and mortgage lending.

Director of Mortgage Fulfillment

• Reports to: SVP, Mortgage Operations
• Responsible for development of credit policy, quality loan decisions and performance requirements of underwriting, and production support staff
• Oversee all mortgage underwriting functions
• Train, develop, supervise, and conduct performance evaluations and other personnel actions for all subordinates.
• Oversee all mortgage production support functions
• Supervise mortgage credit policy staff and manage daily workflow related to product development, credit policy communications, and product training.
• Work with Mortgage and Real Estate managers and executives to develop and implement credit policies and portfolio loan underwriting guidelines.
• Underwrite mortgage loans for executive employee loans, as needed
• Ensure staff is aware of and following all established program and policy requirements of each investor and/or agency and insurer
• Act as a resource to both underwriting and production staff and provide information regarding changes to investor and/or guarantor policies and procedures.
• Work closely with the Mortgage and RE Lending Compliance team to ensure all Global Credit Union mortgage credit policies meet current regulatory compliance requirements.

Analyst

• Underwrite consumer loan requests
• Evaluate credit applications and make credit decisions consistent with the Equal Credit Opportunity Act
• Rapidly underwrite and respond to credit requests sent to the Consumer Lending department
• Validate automated lending decisions and complete administrative follow-up to ensure compliance
• Perform other duties as assigned

Consumer Lending Credit Analyst – Trainee

Financial Planning and Analysis

• Responsible for developing new business and servicing existing accounts in alignment with goals & industry requirements
• Meet with existing and prospective clients to promote financial planning and investment services
• Conduct educational seminars and workshops
• Present client financial plan and investment proposals in a professional manner
• Collect all required documentation, deposits, premiums, etc. in a timely and complete manner per established procedures and regulatory requirements
• Coordinate with program partners to service accounts, assist with inquiries and information requests, and resolve any issues relating to products and services
• Track sales, marketing and referrals
• Provide referrals for other Global Credit Union services as appropriate
• Participate in the credit union’s business development activities, while seeking and recommending new opportunities
• Meet production goals
• Adhere to organizational and industry guidelines, policy, procedure, compliance, licensing and training requirements
• Maintain proficiency with organization and program partner systems
• Perform service calls and special projects when warranted
• Perform other duties as assigned

Financial Advisor

• Meet with existing and prospective clients to promote financial planning and investment services
• Conduct educational seminars and workshops
• Present client financial plan and investment proposals in a professional manner
• Collect all required documentation, deposits, premiums, etc. in a timely and complete manner per established procedures and regulatory requirements
• Coordinate with program partners to service accounts, assist with inquiries and information requests, and resolve any issues relating to products and services
• Track sales, marketing and referrals
• Provide referrals for other Global Credit Union services as appropriate
• Participate in the credit union’s business development activities, while seeking and recommending new opportunities
• Meet production goals
• Adhere to organizational and industry guidelines, policy, procedure, compliance, licensing and training requirements
• Maintain proficiency with organization and program partner systems
• Perform service calls and special projects when warranted
• Perform other duties as assigned

• Responsible for technical support, first-line problem/outage analysis, triage, and resolution in a 24x7 Operations Center
• Responding to phone and self-service requests for assistance from users needing technical support
• Provide exemplary customer service and professionalism in efforts to resolve incidents
• Actively participate with other members of the Information Management team in Incident Management
• Provide coordination and support for the management of incoming trouble tickets and their subsequent follow up and closure
• Identify patterns in incidents as well as determine and/or create documentation necessary to efficiently resolve any recurrence of the problem
• Maintain awareness of change management schedules for potential service disruptions
• Meet department-specific performance metrics while adhering to the incident handling policies and procedures

Service Desk Analyst II

Insurance

• Perform insurance sales functions.
• Obtain quote information from Client.
• Complete Marshall Swift RCE if necessary.
• Quote risk & prepare application.
• Request photos of dwellings.
• Meet with clients to complete application and other required forms.
• Cross sell other insurance products offered by the agency or credit union.
• Mail or upload application to Insurance Company (if applicable: send RCE, quote, photos and/or payment with application).
• Enter client into AMS.
• Document new business activities and set up suspense's for any follow up.
• Organize documentation in file and give to Customer Service Representative to label and/or send out welcome letters.
• Responsible for generating outside sales via referral from mortgage companies, title companies, real estate offices and other businesses.
• Perform other duties as assigned.

Personal Insurance Sales Agent

• Responsible for direct supervision of the Pacific Northwest business banking officer staff to ensure loan quality and production standards of the department are met.
• Meet with business members and prospective business members to promote the credit union's commercial deposit services and solicit new business.
• Interview prospective members and request necessary information to process deposit product requests.
• Analyze applicant's depository and cash management needs.
• Negotiate deposit and cash management needs with prospective members, including fees, rates and any other applicable terms.
• Ensure timely execution of the credit union's business plan as it applies to assigned areas of responsibility.
• Assist business and commercial banking staff with pricing, structure and compliance of deposit and cash management requests from existing and perspective credit union business members.
• Monitor, coordinate and assist in business banking officer calling activities to ensure effective and documented prospecting of existing and new business members is consistent with the credit union's business strategy.
• Provide training and support on cash management products and services.
• Ensure business banking staff promotes and cross-sell other products and services as appropriate.
• Participate in the credit union's business development activities, represent the credit union in industry and professional associations, community organizations, local business groups, etc.
• Stay abreast of local market conditions, competition, pricing and communicate changes and recommendations to VP of Business and Banking.
• Perform other duties as assigned.

Special Credits Collateral Control Officer I, II, III

Symitar Engineer I, II, III, Senior

Symitar Engineer I, II, III, Senior

Senior Vice President, Special Credits

Senior Vice President, Special Credits

Director of Mortgage Fulfillment

Director of Mortgage Fulfillment

Consumer Lending Credit Analyst – Trainee

Financial Advisor

Financial Advisor

Financial Advisor

Financial Advisor

Service Desk Analyst II

Personal Insurance Sales Agent

Regional Vice President, Business Banking