ORNL Federal Credit Union

Business Intelligence Analyst

• Produce Credit Union financial reports and conduct analysis within the department and across the organization
• Assist with the compilation and analysis of financial data and preparing reports for presentation/approval for both internal and external reporting purposes
• Ensure that all reporting adheres to current Accounting Standards, NCUA requirements, and industry best practices including coordination and resolution of all audit and regulatory examinations
• Compile, review, analyze and evaluate financial data for use in projections for short and long-term organizational goals
• Assist with competitive peer analysis incorporating company and industry knowledge, mathematical and technical expertise, and solid analytical processes
• Assist with, understand, and review Financial Statements for internal reporting needs
• Assist with, understand, and review regulatory filing reports including the NCUA Call Report Form 5300
• Assist with the calculation for the Allowance for Credit Losses (ACL) ensuring regulatory compliance with the Current Expected Credit Losses (CECL) standard
• Maintain reporting databases and ensure database validity and accuracy
• Assist with the annual NCUA exam and other audit requests

Financial Reporting Analyst I

Learning and Development

• Develops, designs, and maintains comprehensive training programs for member experience and mortgage lending functions, including origination, processing, underwriting, closing, and servicing.
• Ensures all training content aligns with current lending regulations, credit union policies, and industry best practices.
• Facilitates instructor-led training (virtual and in-person) for new hires and existing staff.
• Conducts onboarding and upskilling programs for mortgage loan officers, processors, underwriters, and branch lending staff.
• Delivers ongoing training for new products, systems, and process updates.
• Tracks training effectiveness using metrics such as learner feedback, assessment scores, and performance outcomes.
• Collaborates with leadership to identify skill gaps and training opportunities.
• Performs other job-related duties as assigned.

Training Specialist III

Mortgage Loan Processor

• The Mortgage Loan Processor is responsible for performing a variety of administrative and processing duties to ensure accurate, timely, and compliant mortgage loan file completion.
• This role supports the end‑to‑end loan process by collecting, verifying, organizing, and preparing all necessary documentation while maintaining clear communication with internal teams, clients, and external partners.
• Collects, reviews, and prepares mortgage loan documentation including applications, credit reports, appraisals, income/asset documents, and other supporting materials.
• Verifies the accuracy, completeness, and compliance of all documents in accordance with internal policies and regulatory requirements.
• Inputs, updates, and maintains all required loan data, records, and transactions within designated systems.
• Tracks and monitors loan milestones, deadlines, and required follow-up items to ensure timely progression of files.
• Ensures all loan files meet federal, state, and investor guidelines, as well as company policies and procedures.
• Prepares and submits required regulatory reports accurately and within designated timeframes.
• Responds to inquiries from loan officers, underwriters, customers, and other stakeholders regarding loan status and documentation needs.
• Collaborates closely with internal teams to address outstanding conditions and ensure smooth loan processing.
• Performs other job related duties as assigned.

Sales

• Drives mortgage production from application to funding through management of the mortgage origination staff
• Utilizes pipeline reporting to ensure all loans are being worked in a timely manner
• Trains origination staff on best practices in obtaining mortgage business from resources outside the credit union
• Assists Mortgage Loan Originators (MLOs) in finding effective and efficient processes that help them produce assigned loan volume goals (dollars and/or numbers)
• Provides feedback and ratings to employees through regular use of performance metrics, coaching, and evaluations
• Takes prompt corrective action when necessary
• Responds to escalated member and branch issues in a timely and concise manner
• Promotes the company through active participation in civic functions
• Works on special projects as assigned by executive management
• Leads process improvement to create the most efficient and effective processes for all team members
• Creates and maintains MLO product and services manual and ensures MLOs are properly trained on it
• Assists in the research and resolution of any internal or external audit findings
• Develops and mentors staff; provides training on compliance and process improvements; takes corrective action as needed and recognizes positive achievements as they occur
• Performs other job-related duties as assigned

Mortgage Sales Manager

Bilingual

• Originating residential first mortgage and equity loans.
• Engaging in related business development activities.
• Counseling members and gathering necessary information to evaluate credit applications.
• Submitting loans to underwriting in accordance with established guidelines.
• Fostering strong working relationships with retail bank partners.
• Providing education, support, and guidance to branch partners.

Mortgage Banking Officer, Bilingual

Project Manager

• Responsible for leading and directing projects from inception to execution and closure
• Collaborate and develop working relationships across the organization
• Manage and advance technology-focused projects and programs
• Define the scope of corporate and IT projects in collaboration with stakeholders
• Manage all software, certificates, and system upgrades and releases
• Keep the VP of Project Management informed of project updates and scheduled changes
• Partner with stakeholders to identify impacts of releases/upgrades and coordinate testing and documentation
• Document all versions and/or related release dates in collaboration with key stakeholders
• Translate business requirements into project scope; prepare project and technology plans
• Evaluate vendor products and ensure successful integration of third-party technologies

Senior Project Manager

Communications

• The Communications Manager is responsible for managing internal communication channels and content that support employee engagement, operational clarity, and organizational alignment.
• This position partners with technical teams as needed but does not perform system administration, development, or advanced technical configuration of communication platforms.
• This role oversees the day-to-day management of ORNL Federal Credit Union's intranet and internal communication platforms, ensuring content is organized, accurate, timely, and accessible.
• The Communications Manager partners across departments to publish and maintain internal content, including the creation of original materials and the management, posting, and organization of stakeholder-provided content.
• The role ensures the Credit Union's voice, messaging, and visual aesthetic are consistently reflected across internal communications, reinforcing brand standards and a cohesive employee experience.