SF Fire Credit Union

Here at San Francisco Fire Credit Union we serve those who serve our communities: the brave men, women and families of fire departments.

As an employee, your energy and commitment allows them to continue helping and saving others. Sure we have a competitive compensation and benefits package, but the true reward of working here can’t be spent in a day. It’s knowing you belong to an organization that watches out for you and cares about your professional and personal growth.

Open Positions:

Executive Administrative Assistant
Accountant III – Senior Accountant
Part-Time Real Estate Loan Consultant
Part-Time Teller & New Accounts
Part-Time Call Center Representative

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Executive Administrative Assistant

Summary: The Executive Administrative Assistant provides support to the Leadership Team (CEO, Senior Management Team, and Volunteer Officials) while maintaining the high level of integrity and confidentiality required in this type of position.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

• Conduct research, compile data, and prepare reports for the Leadership Team, for their consideration and possible use in presentations.
• Prepare letters, memos, presentations, reports, and other documents for the Leadership Team.
• Prepare agendas for, and maintain records of, meetings held by the Leadership Team and others as assigned.
• Schedule and coordinate meetings, appointments, and travel arrangements for the Leadership Team and others as assigned.
• Assist in the completion and reconciliation of expense reimbursement forms for the Leadership Team.
• Open and analyze incoming correspondence of the Leadership Team to determine significance and appropriately distribute.
• File and retrieve corporate documents, records, and reports as needed by the Leadership Team and others as assigned.
• Develop and implement procedures for contract management and administration in compliance with company policy.
• Maintain record management systems and prepare basic accounting reports.
• Assist the Leadership Team with special projects and other duties as assigned.
• General office duties such as the ordering of supplies, and housekeeping associated with Leadership Team meetings or events.
• Contribute to the efforts of the Leadership Team by demonstrating a positive attitude, taking initiative, and completing all tasks as assigned.

QUALIFICATION REQUIREMENTS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• EDUCATION and/or EXPERIENCE: Bachelor’s degree (B. A.) or equivalent from a four-year college; and a minimum of two years related experience and/or training; or equivalent combination of education and experience.
• LANGUAGE SKILLS: Ability to read and interpret general business periodicals, professional journals, technical procedures, and governmental regulations. Strong written and oral communication skills. Ability to effectively present information and respond to questions from the Leadership Team, managers, vendors, members, and other employees. Experience with the formats and protocols associated with business communications.
• MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to calculate rates, ratios, percentages, and to draw and interpret bar graphs.
• PERSONAL COMPUTER SKILLS: Competency with a personal computer and proficiency with software applications designed for word processing (WORD), spreadsheets (EXCEL), presentations (POWERPOINT), scheduling (OUTLOOK), and other various tasks.
• REASONING ABILITY: Ability to solve problems in circumstances where there is limited documented instruction or procedures. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is required to sit most of the time, but occasionally moves to filing cabinets or other offices. The employee frequently is required to use hands to handle or feel objects or documents, to operate a telephone and a PC, and to talk and hear. The employee is occasionally required to reach with hands and arms.

The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.

Disciplinary action up to and including dismissal can result from “conduct that is not listed, but that is unprofessional, adversely affects, or is detrimental to the credit union, its employees, members or the public at large.”

Hours: This is a full-time position.

Compensation: $20.94 – $36.64 per hour (depending on experience)

Benefits: All employees at SF Fire Credit Union receive full benefits, including medical, dental, 401(k), employee loan program, and tuition assistance.

How To Apply: Please apply for this position by sending your resume (attached as a Microsoft Word document or PDF) to Darren Herrmann at dherrmann@sffirecu.org. We also respectfully ask that those interested in this position to NOT CONTACT US BY PHONE, as the increased call volume has a negative impact on the level of service we are able to provide our members. >>Back to Top

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Accountant III – Senior Accountant

Summary: Applies principles of accounting to analyze general ledger account and financial information and prepare general ledger reconciliations and financial reports by performing the following duties.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

• Compiles and analyzes data in general ledger accounts for monthly reconciliations and financial information to prepare entries to general ledger accounts, documenting business and investment transactions.
• Prepare complex general ledger reconciliations. Reviews data contained in the general ledger, branch reports, and various sub systems to assure accuracy and reasonableness of recorded financial transactions.
• Independently prepares monthly reconciliation tool of all institution’s general ledger accounts with completion by the 20th business day of each month for Controller’s review. Obtain reconciliations from all other departments responsible for them and updating recon tool accordingly in order to produce an overall status report for senior management review.
• Independently prepares various tax schedules needed for Federal and State Agencies throughout the year. Obtain pertinent data from various sources with preparation of most schedules for review within applicable deadlines.
• Assists with preparation of quarterly regulatory reports (NCUA 5300).
• Analyzes financial information detailing assets, liabilities and capital, and prepares balance sheet, profit and loss statement, and other reports to summarize current and projected company financial position.
• Prepares / contributes to preparation of monthly board reports and ALM reports including Budget to Actual analysis.
• Responds to inquiries from various levels of management regarding data contained in unit financial statements.
• Researches and responds to inquiries from federal and state examiners, as well as internal and external auditors in written and verbal form.
• Serves as backup to other Accounting Department staff when needed.
• Conducts research and analysis to develop financial data for inclusion in reports as necessary.
• Performs special projects including financial analysis for new products and services.
• Responds to member inquiries as needed.
• Other duties as assigned.

QUALIFICATION REQUIREMENTS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• EDUCATION and/or EXPERIENCE: Bachelor’s degree (B.A.) in accounting or finance from a four-year college or university and three to four years financial institutions experience and/or training; or equivalent combination of education and experience. CPA preferred.
• LANGUAGE SKILLS: Ability to read, analyze, and interpret common professional and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from members, regulatory agencies, or members of the business community. Ability to effectively present information to top management, groups of members, and/or boards of directors.
• MATHEMATICAL SKILLS: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra.
• REASONING ABILITY: Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
• COMPUTER SKILLS: Proficient in using some of the major software applications such as Microsoft Word and Excel, or equivalent programs. Ability to quickly learn specialized software applications.
• PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit. The employee frequently is required to use hands to handle objects and to operate a PC, and to talk or hear. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.

Disciplinary action up to and including dismissal can result from “conduct that is not listed, but that is unprofessional, adversely affects, or is detrimental to the credit union, its employees, members or the public at large.”

Hours: This is a full-time position.

Compensation: $20.94 – $36.64 per hour (depending on experience)

Benefits: All employees at SF Fire Credit Union receive full benefits, including medical, dental, 401(k), employee loan program, and tuition assistance.

How To Apply: Please apply for this position by sending your resume (attached as a Microsoft Word document or PDF) to Renee Turenne at rturenne@sffirecu.org. We also respectfully ask that those interested in this position to NOT CONTACT US BY PHONE, as the increased call volume has a negative impact on the level of service we are able to provide our members. >>Back to Top

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Part-Time Real Estate Loan Consultant

Summary: The Real Estate Lending Department’s primary focus relates to the following functional areas: Member contact and loan consultation, Data entry, Loan input in Prime Alliance mortgage system, coordination with Cenlar Servicing System and Secondary Market investors. The major duties and responsibilities of a Real Estate Loan Consultant include receiving and maintaining online loan applications, taking walk-in and phone-in member applications, data entry of loan files, credit package input of income and assets and compilation of support documentation for borrower profile, ordering loan related services such as appraisal and Preliminary Title report, pre-underwriting to confirm eligibility for sale in secondary market, ordering related services such as flood certification and Private Mortgage insurance where applicable, apply for condo approval with secondary market conduit, maintain loan information and record keeping on Prime Alliance system.

Additionally a Real Estate Consultant ensures processes and services meet credit union defined service guarantee, policies and procedures and comply with appropriate federal and state regulations.

Department Wide Duties & Responsibilities:

• Maintain a thorough knowledge of all Credit Union products and services.
• Create elationships with members and other credit union staff by going the extra mile, completing tasks on or before assigned deadlines.
• Maintains the Credit Union’s tradition of excellence by taking ownership of member issues, being accountable, seeking solutions first, and provide accurate transaction processing and dissemination of information.
• Contribute to a team environment by showing respect and support for each other, practicing positive and respectful workplace communication techniques, and by living up to your commitments.
• Complete training programs in accordance with your personal development plan.
• Evaluate current workflow and provide suggestions to streamline processes as appropriate.
• Work on departmental and organizational projects, and other duties as assigned.

Level II Duties & Responsibilities:

Data Processing:

• Review initial applications to ensure the applications are complete in preparation for moving to Real Estate Loan Processing.
• Responsible for loading real estate loan applications into Prime Alliance system. Ensure the accuracy of the information being entered.
• Order supporting documentation on all working files to ensure that the file meets all underwriting conditions put forth by the consultant/interviewer and secondary market investors.
• Responsible for properly maintaining loan information on computer and all follow-up paperwork using knowledge of record keeping compliance and related procedures.

Loan Processing:

• Ensure accuracy of income, asset and liability figures listed by the applicant(s) by reconciling pay stubs, tax returns, asset statements and credit reports to the application.
• Review and analyze each of the following documents for fulfillment of conditions: third party vendor ordered appraisal and preliminary title report, flood determination, verification of deposit, verification of employment, tax returns, verification of loans, income statements and all other documents pertinent to the specific loan type.

Member Contact:

• Take applications/interview over the phone, Internet, mail or in person for real estate loan requests. Provide information about the credit union to members regarding real estate loans, completion of real estate loan applications and interest rates using knowledge of the department and the organization.
• Receive member inquiries by phone, take/deliver messages.
• Communicates effectively relevant product, service, and policy information to members.
• Provide members with appropriate disclosures to meet compliance and regulatory requirements.

Other:

• Remain current on changes within the legal, regulatory, economic, competitive and technology environment that may affect real estate lending functions. Maintain eligibility and obtain NMLS certification to comply with real estate lending requirements.

Level III Duties and Responsibilities

A Level II Real Estate Consultant must be able to perform all the duties of a Level II Real Estate Consultant with minimal supervision.

Loan Processing:

• Compile loan credit package documentation and pre-underwrite in preparation for Real Estate Loan Underwriter review.
• Review specific details of loans with secondary market investor for eligibility when necessary or when Desktop Underwriter approval status is unclear.
• Present completed loan file for underwriting review and closing document preparation.
• Ensure loan product type matches investor guidelines and requirements.

Data Processing

• Assist Closer/Funder with document reports and spreadsheets as assigned by management.

Member Contact:

• Negotiate interest rate lock with member and investor, coordinate receipt of signed interest rate lock forms from member. Provide documentation in timely manner to Lending Manager in order to lock loan prior to market close same day.

Other:

• Keep informed about credit union history, philosophy, and changes to organizational and related services policies and procedures.
• Follow policy and procedures related to Bank Secrecy Act (BSA), Anti-Money Laundering (AML) and Customer Identification Program (CIP) and daily to ensure compliance with current regulations.
• Maintain member loan pipeline report and prepare weekly updates via loan status added to Prime Alliance system for each member file.
• Assist with annual HMDA report and provide information and assistance for the preparation and delivery of report to regulatory authority. Maintain and upkeep mortgage software system with current and completed HMDA information.
• Ensure the confidentiality and security of all real estate loans.
• Keep up to date with lending industry standards by utilizing related webinars available through Fannie Mae and Prime Alliance.
• Prepare mortgage files for record retention. Assist with reviewing all real estate loans on an annual basis and send appropriate files to offsite storage.
• Maintain strong working relationship with vendors. Work with vendors to continually seek opportunities for process improvement.
• Assist members with difficult transactions and escalate issues to Lending Manager if necessary.

Qualification Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• EDUCATION and/or EXPERIENCE: High school diploma or general education degree (GED); or six months to one year related experience and/or training; or equivalent combination of education and experience.
• LANGUAGE SKILLS: Possess the ability to read and comprehend simple instructions, short correspondence, and memos. Possess the ability to write simple correspondence and to effectively present information in one-on-one and small group situations of members and other employees of the organization.
• MATHEMATICAL SKILLS: Have the ability to add, subtracts, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Have the ability to compute rates, ratios, and percents.
• REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
• COMPUTER SKILLS: Maintain proficiency in basic personal computer skills operation in a Windows environment. UltraData knowledge preferred. Have the ability to operate standard office equipment and tools, such as personal computer, postage machine, fax machine, telephones, photocopier, and typewriter. Be familiar with the differences in products and services offered by other financial institutions to those offered by the credit union.
• PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
• WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
• MENTAL DEMANDS: The mental characteristics necessary to competently perform this job include the need to occasionally be persuasive, frequently be able to compare and continuously be alert, use judgment, and be patient; and the continuous need to use auditory perception, memory, and reasoning ability.

Disciplinary action up to and including dismissal can result from “conduct that is not listed, but that is unprofessional, adversely affects, or is detrimental to the Credit Union, its employees, members or the public at large.”

Hours: This is a part-time position, please note that the branch is open from 8:30AM to 6:00PM Mon-Fri, and Saturdays 8:30AM to 3:00PM.

Compensation: $13.75 to $26.47 per hour, based on experience.

Benefits: All employees at SF Fire Credit Union receive full benefits, including medical, dental, 401(k), employee loan program, and tuition assistance.

How To Apply: Please apply for this position by sending your resume (attached as a Microsoft Word document or PDF) to Janice Bianco at jbianco@sffirecu.org. We also respectfully ask that those interested in this position to NOT CONTACT US BY PHONE, as the increased call volume has a negative impact on the level of service we are able to provide our members. >>Back to Top

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Full- or Part-Time Teller & New Accounts

Summary: The title of this position should not be confused with that of “Financial Planner” or “Financial Advisor”. Financial Services Consultants have responsibilities and duties that are similar to that of a TELLER or NEW ACCOUNTS REPRESENTATIVE at a Credit Union or bank: Handling requests from our members including transaction processing, account updates, new account openings, new loan interviewing and processing, and cross-selling the appropriate credit union products and services, while consistently meeting the service standards established by the Credit Union.

Responsibilities: Maintains a thorough knowledge of all Credit Union products and services, and uses this knowledge to cross-sell appropriate products and services to members to maximize the member’s relationship.

• Creates Elationships (elate the member) with members by going the extra mile, completing tasks on or before assigned deadlines, and anticipating needs.
• Maintains the Credit Union’s tradition of excellence by taking ownership of member issues, being count-on-able, seeking solutions first, and through accurate transaction processing and dissemination of information.
• Contributes to a team environment by showing respect and support for each other, practicing positive and respectful workplace communication techniques, and by living up to your commitments.
• Completes training programs in accordance with your personal development plan.
• Performs accurate transactions on existing savings, checking, certificate, consumer loan, real estate loan and credit card accounts in accordance with standard operating procedures and regulations.
• Negotiates checks presented against an account and applies applicable holds on checks based on established guidelines.
• Operates assigned cash can and teller’s sub-vault within established guidelines.
• Processes new savings and certificate accounts.
• Assists members in completing most Credit Union supplied forms.
• Creates temporary checks for members as required.
• Operates the branch greeter station as required.
• Assists members with debit card re-pinning and ATM machine usage.
• Processes authorized data changes on the membership and account level.
• Researches and resolves basic member inquiries related to all Credit Union accounts, products and services.
• Practices the Credit Union’s service standards.
• Completes assigned reports, tasks and projects within established guidelines and time frames.
• Performs shared branch transactions for non-members.
• Performs other work as requested by the Branch Manager.

Qualification Requirements:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Multi-tasking ability is a must.

• High school diploma or general education degree (GED) required; plus at least one year related experience and/or training; or equivalent combination of education and experience. Previous cash handling experience in a financial institution is preferred.
• Ability to read and comprehend verbal and written instructions. Ability to write basic business communications to members and employees.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to reconcile member and general ledger accounts. Ability to calculate figures and amounts such as interest, dividends and percentages. Ability to apply concepts of basic algebra.
• Ability to operate a personal computer in a Windows environment. Experience with Ultradata/FSP and Microsoft Office applications preferred.

Branch Hours: Monday – Friday 8:30AM to 6:00 PM; also may include Saturday hours of 8:30AM to 3:00PM, hours are subject to change. Location availability at any of our credit union branches.

Compensation: $15.13 to $26.47 per hour, based on experience.

Benefits: All employees at SF Fire Credit Union receive full benefits, including medical, dental, 401(k), employee loan program, and tuition assistance.

How To Apply: Please apply for this position by sending your resume (attached as a Microsoft Word document or PDF) along with a brief cover note that let’s us know you’re aware of our Laurel Heights location. (A good number of respondents live in in an area which would result in a prohibitively long commute) to Rob Price at rprice@sffirecu.org. We also respectfully ask that those interested in this position to NOT CONTACT US BY PHONE, as the increased call volume has a negative impact on the level of service we are able to provide our members. >>Back to Top

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Part-Time Call Center Representative

Responsibilities: Call Center Representatives handle all remote communications from members (customers) including telephone calls, postal mail, email and web chats. This involves answering account and service inquiries, processing financial transactions, and informing members of appropriate credit union products and services while consistently meeting our high service standards. While the majority of this position’s time is spent in the Call Center, there are occasional shifts in the Main Branch so an ability to handle cash is also required.

Hours: This is a part-time position, and please note that our Call Center is open from 6AM to 10PM, 365 days-a-year.

Compensation: $13.75 to $32.03 per hour, based on experience.

Benefits: All employees at SF Fire Credit Union receive full benefits, including medical, dental, 401(k), employee loan program, and tuition assistance.

How To Apply: Please apply for this position by sending your resume (attached as a Microsoft Word document or PDF) to Rob Price at rprice@sffirecu.org.

We also respectfully ask that those interested in this position to NOT CONTACT US BY PHONE, as the increased call volume has a negative impact on the level of service we are able to provide our members. >>Back to Top