Opportunity

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

About Us

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:

VP of Risk Management

Collections & Credit Risk Manager

Financial Services Consultant (Mint Plaza Branch)

Financial Services Consultant (Contact Center)

IT Project Manager

Ultradata Systems Administrator

Real Estate Lending Operations Manager

Executive Administrative Assistant


VP of Risk Management

Summary:

The VP of Risk Management is responsible for the development and implementation of a comprehensive integrated risk framework that incorporates all aspects of enterprise risk, including credit risk, interest rate risk, liquidity risk, transaction risk, compliance risk, strategic risk and reputational risk. The VP of Risk Management will also oversee all aspects of the organization’s compliance, internal audit, third party relationship management and business continuity programs.

Essential Duties and Responsibilities

  • Develop, implement and administer an Enterprise Risk Management program utilizing the COSO ERM framework that allows the Credit Union to successfully respond to a rapidly changing business environment.
  • Work with Credit Union leadership to develop the Credit Union’s Risk Appetite statement, ERM Committee charter and ERM policies.
  • Facilitate the identification, measurement and reporting of enterprise risks through a collaborative and comprehensive risk assessment process.
  • Work in partnership with Credit Union leadership to develop effective risk mitigation strategies, assist in the deployment of these strategies and assess the effectiveness of the strategies deployed.
  • Oversee the management of the Credit Union’s regulatory compliance program and practices.
  • Oversee the day-to-day operations of the Credit Union’s internal audit program and practices and facilitate the deployment of decisions or actions made by the Supervisory Committee, who directly manages this function.
  • Establish a comprehensive third party management program, including practices for effectively assessing potential new contracts/vendor relationships and managing and monitoring existing contracts/vendor relationships.
  • Maintain the Credit Union’s Business Continuity Program, including evaluating the overall adequacy of the program, monitoring the individual department plans to ensure they are kept current, and coordinate the performance and documentation of the annual review and testing of the program.
  • Attend monthly Supervisory Committee meetings and assist in the preparation and presentation of risk management-related reports. Attend Credit Committee, Asset Liability Committee and other relevant management meetings in order to maintain an understanding of the organization’s risk environment.
  • Serve as the primary contact for Credit Union examiners and auditors on all risk management matters and respond to their requests for information in written and verbal form.
  • Manage all aspect of the staffing and employee development within this department including the hiring, promotion, coaching, on-going evaluation and termination of employees.
  • Maintain knowledge of current industry practices and regulations to ensure the Credit Union’s risk management program is responsive to current and emerging risks.
  • Promote a culture of risk awareness through employee, Board and Supervisory Committee training and communication and engagement.
  • Complete reports, tasks and projects as assigned within established guidelines and timeframes.
  • Work with the SVP of Finance & Accounting to develop and execute an annual department business plan.
  • Work with the SVP of Finance & Accounting to develop and manage to an annual department operating budget.
  • Attend training and seminars as necessary
  • 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. Strong written, verbal, interpersonal and analytical skills, including ability to interact effectively with employees and management are essential. The ability to plan and execute multiple projects and initiatives, balancing department and organizational demands and resources is a must.

Education

A Bachelor’s Degree in Business Administration, Accounting or Finance is required.

Experience

A qualified applicant has at least 10 years of progressively responsible management experience in a financial institution setting. A strong background in risk management, including direct experience in developing, assessing and performing enterprise risk assessments is required. Must also be familiar with risk management concepts and practices such as the COSO framework, Sarbanes-Oxley and BASEL III.

General Skills and Abilities

Thorough understanding of advanced risk management concepts and knowledge of banking practices and regulations is essential. A qualified applicant much possess strong analytical skills, and the ability to gather, analyze and present complex concepts or information in a clear and concise fashion. An applicant must also have strong interpersonal skills with the desire to coach and interact with all facets of the organization.

Computer Skills

Proficient use of a personal computer is expected, including working knowledge of Microsoft Office products, with advanced capabilities in Microsoft Excel and Microsoft Word. A candidate will also possess the 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. 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.”

How To Apply: Please apply for this position by sending your resume (attached as a Microsoft Word document or PDF) to Jen Ebert at jebert@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.

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Collections & Credit Risk Manager

Summary:

Under limited direction within the broad scope of board policies and credit union bylaws, plans, directs, organizes and implements the collection, loss mitigation and credit risk management functions of the credit union to promote and protect the assets of the credit union and to attain specific goals and objectives while maintaining the highest industry level of member service.

Essential Duties and Responsibilities

Financial Assistance & Loss Mitigation (50%)

  • Ensures staff is held accountable and has clear expectations, proper support, sufficient resources, appropriate feedback and fitting rewards.
  • Prepares short and long-term goals for Collection departments.
  • Directs budget preparation for Collections and monitor adherence.
  • Reduces/minimizes/contains delinquencies and charge-offs through innovative approaches and process improvements for loan workouts, Troubled-Dept Restructuring and impaired loans.
  • Ascertains negative financial impact of loan impairment (borrower default, insufficient collateral value) and/or pricing (inadequate or irrational risk-based pricing).
  • Identifies potential for losses by monitoring loan portfolios and taking/recommending remedial action.
  • Facilitates repossession and disposition of collateral used for securing loans that have become delinquent as provided by law including foreclosures and short sales.
  • Enhances department efficiency and effectiveness through ongoing review of policies and procedures, and development and implementation of improvements.
  • Escalates Credit Risk related issues to the SVP/CLO.
  • Reviews reports of consumer, mortgage and business loan delinquencies and charge-offs to safeguards assets to avoid foreclosures and repossessions by overseeing, approving and negotiating modification of original terms in loan workout agreements and Troubled Debt Restructures.
  • Ensures compliance with collection laws and regulations by reviewing procedures and reports and taking necessary action.
  • Protects the credit union’s financial position and adheres to collection laws and regulations in bankruptcy cases through negotiation with relevant parties.
  • Monitors the watch list loans and provide reserve estimates for those loans based on the collateral value for the accounting of the Allowance for Loan Loss.
  • Prepares and presents to the SVP Financial Assistance requests for NSF, loan and Visa charge-offs determined to be uncollectible.
  • Provide REO (Real Estate Owned Properties) information to the Accounting Department for accounting of the book asset.
  • Prepare monthly delinquency report for presentation to the Board of Directors

Credit Risk Management (20%)

  • Develops recommendations, conveys information and contributes to strategic credit decisions by leading the Credit Risk Management Committee.
  • Defines strategic credit risk tolerance levels relative to profitability and capital by developing projections and interacting with senior management and staff.
  • Determines responses to identified credit threats by conducting threat analyses and deciding on course of action: transfer, mitigation, avoidance or acceptance of the risk.
  • Develops models for levels of loss based on various economic scenarios.
  • Apprises senior management of factors that may affect the Credit Union financially through analysis of external conditions, including markets, agencies and organizations.
  • In conjunction with finance staff, ensures maintenance of appropriate allowances for loan losses.
  • Ensures functional tracking of troubled debt restructure loans by evaluating accounting measures and recommending enhancements.
  • Gathers and communicates credit risk information by developing reports using credit risk data warehouse.
  • Perform trend analysis to determine causes of delinquency and losses to the Credit Union.

Loss Recovery (20%)

  • Strategically directs loss recovery through oversight of SF Fire Credit Union relations with law enforcement, internal investigations, operational processes and trend analyses.
  • Ensures losses are forestalled, minimized and not repeated by reviewing investigation results and methodology.
  • Assesses results of serious Member Information Security investigations and renders decisions for resolution.
  • Develops processes and procedures to forestall losses by monitoring fraud and dispute claim activity to identify trends and discern special challenges and needs.
  • Researches and recommends new techniques and software to combat fraud.
  • Proposes improvements to strengthen procedures that could lead to fraud.
  • Takes action on suspicious account activity by Members and employees after examining data.
  • Ensures optimal effectiveness of branch and corporate security measures by overseeing Loss Prevention procedures and activities.

Non-Essential Duties and Responsibilities (10%)

  • Performs special projects, research, and analysis as requested

Supervisory Responsibilities

Directly supervises the employee(s) in the Collections department. Carries out supervisory responsibilities in accordance with the credit union’s policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

Education and/or Experience

B.A./B.S. preferred; plus at least five years successful management experience in operations, lending/collections in a bank, credit union, finance company or savings and loan, or the equivalent combination of formal training and experience obtained at a credit granting institution of comparable size and complexity. Experience with risk-based lending and collections are strongly preferred.

Language Skills

Ability to read and interpret documents such as board lending policies, regulation respecting lending (i.e., Regulation Z, The Fair Credit Reporting Act, etc.) and the ability to write policy statements, procedural and operating manuals, and to speak effectively before the Board, groups of employees or members of the credit union. Ability to communicate effectively with groups and individuals external to the credit union whom the individual may need to contact for information respecting lending.

Mathematical Skills

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

Reasoning Ability

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Other Skills and Abilities

Must be able to use the credit union’s computer system for input/output transactions. Such usage includes, but is not limited to, retrieval of information, printing out individual statements of account, inputting data, updating information, special access to certain fields, and general maintenance of the credit and collection financial and ancillary records. Ability to operate standard office machines such as a photocopier, fax machine, personal computer with/without modem, and such equipment normally found in a modern credit department of a bank, savings and loan, or 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 sit and 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; 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 color vision and the ability to adjust focus.

Work Environment

The work environment characteristics 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.

How To Apply: Please apply for this position by sending your resume (attached as a Microsoft Word document or PDF) to Dawn Chute at dchute@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.

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Financial Services Consultant (Mint Plaza Branch)

Summary:

Financial Service Representatives are accountable for handling all in-person 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 SF Fire Credit Union.

Essential Responsibilities:

Level I

  • 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” 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
  • Assists members with debit card re-pinning and ATM 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 timeframes
  • Performs shared branch transactions for non-members
  • Performs other work as requested by the Branch Manager

Level II

  • Performs all the duties of a Financial Service Representative I without supervision
  • Meets established individual and team sales and service goals
  • Processes new membership applications including applicant interview, review and evaluation of application, decision recommendation to the Loan Office, and notification of loan decision to member
  • Processes new IRA, trust, UTTMA and business accounts
  • Researches and resolves complex member’s inquiries related to all Credit Union accounts, products and services
  • Acts as vault letter as required
  • Operates the branch greeter station as required
  • Performs “Thank You” calls to members based on established guidelines
  • Performs “Campaign” calls to members as directed

Level III

  • Performs all the duties of a Financial Service Representative II without supervision
  • Assists staff or members with difficult transactions and escalated “challenges”
  • Maintains a thorough knowledge of IRA, trust, UTMA and business accounts products
  • Supports the administration of the Branch in absence of 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 essential functions. Multi-tasking ability is a must.

Education and/or Experience:

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.

Language Skills:

Ability to read and comprehend verbal and written instructions. Ability to write basic business communications to members and employees.

Reasoning Ability:

Ability to define problems, collect data, establish facts, and draw valid conclusions.

Mathematic Skills:

Ability to work with member and general ledger accounts. Ability to calculate figures and amounts such as interest, dividends and percentages. Ability to apply concepts of basic algebra.

Computer Skills:

Ability to operate a personal computer in a Windows environment. Experience with Ultradata/FSP and Microsoft Office applications preferred.

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 required sit, stand and walk; use hands to finger, handle or feel objects, tools or controls; and 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 the ability to adjust focus.

Work Environment

The work environment characteristics described here are representative of those an employe 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 quiet.

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.”

How To Apply: Please apply for this position by sending your resume (attached as a Microsoft Word document or PDF) to Vicky Centeno at vcenteno@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.
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Financial Services Consultant (Contact Center)

Summary:

Financial Service Consultants are accountable for handling any remote communications from our members including telephone calls, postal mail, Internet mail and web chats. The handling of these communications will involve answering account and service inquiries, processing financial transactions, and cross-selling the appropriate credit union products and services, while consistently meeting the service standards established by the Credit Union.

Essential Responsibilities:

Level I

  • Handles member communications received via phone call, postal mail, Internet mail and web chat
  • 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 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
  • Processes new savings, checking and certificate accounts
  • 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 timeframes
  • Performs other work as requested by the Contact Center Manager

Level II

  • Performs all the duties of a Financial Service Consultant I without supervision
  • Meets established individual and team sales and service goals
  • Processes new membership applications including the opening of associated accounts
  • Processes consumer loan applications including applicant interview, review and evaluation of application, decision recommendation to the Loan Office, and notification of loan decision to member
  • Processes new IRA, trust, UTMA and business accounts
  • Researches and resolves complex member’s inquiries related to all Credit Union accounts, products and services
  • Performs “Thank You” calls to members based on established guidelines
  • Performs “Campaign” calls to members as directed
  • Notifies Call Center Manager of any service concerns by being attentive to call volume and service levels in the Call Center

Level III

  • Performs all the duties of a Financial Service Consultant II without supervision
  • Assists staff or members with difficult transactions and escalated calls
  • Maintains a thorough knowledge of IRA, trust, UTMA, and business account products
  • Assists the Call Center Manager with the administration of the Call Center. This includes keeping staff current on new procedures and policies, monitoring call volume and patterns, managing staff scheduling, and ensuring service standards are being met

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.

Education and/or Experience

High school diploma or general education degree (GED) required; plus at least two years related experience and/or training; or equivalent combination of education and experience. Previous Call Center experience in a financial institution is preferred.

Language Skills

Ability to read and comprehend verbal and written instructions. Ability to write business communications to members and employees.

Reasoning Ability

Ability to define problems, collect data, establish facts, and draw valid conclusions.

Mathematical Skills

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.

Computer Skills

Ability to operate a personal computer in a Windows environment. Experience with Ultradata/FSP and Microsoft Office applications preferred.

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 frequently is required to sit. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel objects, tools, or controls; and 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 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 quiet.

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.”

How To Apply: Please apply for this position by sending your resume (attached as a Microsoft Word document or PDF) to Daniel Huang at dhuang@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.
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IT Project Manager

Summary:

SF Fire Credit Union’s IT Project Manager is responsible for coordination, implementation, execution, control and completion of all business process improvement projects consistent with credit union strategy, commitments and goals.

Essential Duties and Responsibilities

  • Facilitates the definition of each project’s scope, goals and deliverables
  • Develops full-scale project plans
  • Defines project tasks and milestones
  • Proposes and tracks project resource allocation and project timeline schedules
  • Identifies project dependencies and resource constraints, proposing solutions to deliver on-time, on-budget project launches of the highest quality
  • Participates in regular meetings with project teams and tracks project deliverables using appropriate tools
  • Monitors and reports on project progress and risks to all stakeholders, implementing and managing project changes and interventions to achieve project outputs
  • Tracks and reports hours and expenses of project teams
  • Acts as test developer on projects, creating test scripts and managing user acceptance testing, ensuring projects are launched to specifications created at project outsets
  • Performs 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.) or equivalent from a four-year college or technical school; and four years project management experience in an IT environment; or equivalent combination of education and experience. PMP certification preferred (but not required). Advanced proficiency with MS Project and Visio required. Familiarity with quality practices such as Six Sigma preferred (but not required). Must have in-depth knowledge of the products, services, and procedures of a financial institution – as well as the ability to review and analyze operational processes.

Language Skills

Ability to read, analyze, and interpret technical & operational procedures, governmental regulations, general business periodicals, and professional journals. Must have excellent written and oral communication skills. Must be able to effectively present information to executives, managers, employees, and members. Must be able to effectively lead meetings with wide range of stakeholders in diverse technical and business roles.

Mathematical Skills

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret graphs.

Personal Computer Skills

Competency with personal computer; proficiency in Microsoft Project and Visio software.

Reasoning Ability

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. 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 join include close vision and the ability to adjust focus.

How To Apply: Please apply for this position by sending your resume (attached as a Microsoft Word document or PDF) to Michael Williams at mwilliams@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.
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Ultradata Systems Administrator

Summary

The Ultradata System Administrator will be responsible for administration and support of the Credit Union D&H UltraData Core Banking system. This will include supporting and administering all scheduled jobs, reports, FSP, and troubleshooting Core Banking connectivity to vendors, internal and external banking and support systems.

The System Administrator will implement innovative and cost-effective solutions for Credit Union information systems problems, providing a highly capable and scalable information systems infrastructure to support future technology.

This position will be responsible for the daily operation of the credit union’s core data processing system and the maintenance of related databases, participating in the daily operation of the credit union’s information systems, and providing support to business operations requiring information retrieval and reporting.

Essential Duties

Enterprise Systems: Establish and maintain UltraData/UniData AIX Server systems, hardware/software upgrades, application testing, capacity planning, operations and documentation. Administer virtual infrastructure (AIX) including provisioning, monitoring and maintenance of virtual machines and vSphere server management.

Data Security: Establish and maintain policies and procedures relating to security, usage, data retention, backup, and disaster recovery.

Projects: Develop and implement technical solutions relating to hardware and software architecture for business and departmental projects.

Essential Experience and Knowledge

  • 3 years of Ultradata/UniData experience
  • 2+ years of experience with monitoring, automating, and supporting production operations
  • Microsoft networking (Windows, Exchange, SQL) experience a plus but not required
  • Network/infrastructure design experience a plus but not required

Essential Skills and Experience

  • Excellent communication skills, both verbal and written
  • Will be confident, articulate and literate, presenting him/herself as a professional at all times
  • Must be self-motivated, disciplined, able to work on own initiative and take responsibility for own work
  • Will be committed to the achievement of excellence
  • Constantly strives to discover and learn new technologies
  • Ability to balance credit union business priorities with technical requirements
  • Resilient and able to work in an organization that is undergoing change due to growth

Education and Qualifications

  • Bachelor’s degree or equivalent professional experience

Language Skills

Ability to read, analyze, and interpret technical & operational procedures, governmental regulations, general business periodicals, and professional journals. Must have excellent written and oral communication skills. Must be able to effectively present information to executives, managers, employees, and members. Must be able to effectively lead meetings with wide range of stakeholders in diverse technical and business roles.

Reasoning Ability

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. 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 join include close vision and the ability to adjust focus.

How To Apply: Please apply for this position by sending your resume (attached as a Microsoft Word document or PDF) to Michael Williams at mwilliams@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.
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Real Estate Lending Operations Manager

Summary:

Responsible for Real Estate Lending Department’s operations. Works with the VP Real Estate to establish the operational necessary steps to reach the department’s goals. Responsible for prudent management of the credit union’s real estate operations, including all systems and non-sales staff and procedures, as well as evaluating and implementing operational updates necessitated by changes in regulatory, market and competitive conditions. Responsible for non-sales staffing and all software used by the department. The qualified applicant will have strong leadership and management skills in real estate loan processing, underwriting, document drawing, funding and loan servicing. Must be highly focused on Member service and providing the best real estate lending experience possible.

Essential Duties and Responsibilities

Manages and supervises the Real Estate Loan Department operational (non-sales) staff.

  • Develops, drafts and applies mortgage lending operational procedures under the direction of VP Real Estate in compliance with SF Fire CU, regulatory and investor guidelines. Ensures the compliance of all real estate loan products, procedures and reporting procedures.
  • Excellent knowledge and experience using the Mortgagebot loan origination system is a plus. Will be responsible for administration, performance and optimization of the system.
  • Work with the Real Estate Lending Sales Manager to ensure the loans in our pipeline are processed, funded and set up for servicing in an accurate and timely manner.
  • Experience working with real estate sub-servicers a must. Will be responsible for monitoring the sub-servicing relationship and recommending appropriate changes and improvements.
  • Responsible for monitoring /controlling department operational expenses and budget analysis.
  • Work with VP Real Estate to analyze and develop department operational metrics and prepare reports for review by staff and management as requested.
  • Researches, recommends and develops new products & procedures and/or the modification of existing products & procedures.
  • Oversees underwriting approval of all real estate loan applications in accordance with SF Fire CU, investor and regulatory guidelines.
  • Monitors ancillary vendor services to ensure delivery of quality products and services in a cost efficient manner. Interviews potential ancillary vendors for future use.
  • Responsible for management of mortgage system software applications.
  • Manages commitment and sale of loans into the secondary market.
  • Counsels Members and other personnel regarding mortgages, including cash flow and products available that meet Members’ needs.
  • Oversees non-sales staffing and workload to provide optimal service in the most cost efficient manner.
  • Processes non-sales staff time records and maintains vacation and appointment schedules.
  • Partner with Real Estate Lending Sales Manager to develop, refine and implement departmental processes and employee tools, to enhance ability of employees to provide exceptional service.
  • Continuously review lending systems, procedures and practices to identify ways to improve the Member experience associated with their use.
  • Actively monitor the Member service being provided by every employee in the department, and provide coaching necessary to ensure it meets our high level of expectation.

Supervisor Responsibilities

Directly supervises operational (non-sales) staff in the Real Estate Lending Department. Carries out supervisory responsibilities in accordance with the organization’s policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

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.) from four-year college or university; or five to seven years related experience and/or training; or equivalent combination of education and experience. Must have working knowledge of the mortgage process including underwriting, credit analysis, property appraisal, title work, disbursement, servicing and accounting entries.

Language Skills

Ability to read, analyze, and interpret common 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 write for publication, conforming to prescribed style and format. Ability to effectively present information to top management.

Reasoning Ability

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Mathematical Skills

Ability to calculate figures and amounts such as discounts, interest, commissions and percentages. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

Computer Skills

High degree of competence in personal computer skills working in a Windows environment, with particular knowledge of word processing and spreadsheet applications; ability to quickly learn specialized software applications. Mortgagebot system knowledge preferred. Ultra-Data/FSP system knowledge preferred.

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 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.

How To Apply: Please apply for this position by sending your resume (attached as a Microsoft Word document or PDF) to Bob Fryer at bfryer@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.
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Executive Administrative Assistant

Summary:

The Executive Administrative Assistant provides administrative, project management and organizational support to the CEO, maintaining the high level of integrity and self-motivation required in this type of position. This role is responsible for skillfully interacting with management within and outside of the company, comfortably communicating with volunteers, vendors and visitors and flawlessly handling confidential and critical details.

Essential Duties and Responsibilities

  • Prepare letters, memos, presentations, reports, and other documents for the CEO.
  • Complete projects and special assignments by establishing objectives, determining priorities, managing time, gaining cooperation of others, monitoring progress, and problem solving.
  • Schedule and coordinate meetings and appointments, confirming agenda, logistics, follow-ups, etc. Prepare agendas, take minutes for, and maintain records of, meetings held by the CEO and others as assigned.
  • Assist in the completion and reconciliation of expense reimbursement forms for the CEO.
  • Keep CEO well informed of upcoming commitments and responsibilities, following up appropriately.
  • Manage executive travel plans for the CEO and others as assigned.
  • Conduct research, compile data, and prepare reports for the CEO, for consideration and possible use in presentations.
  • Open and analyze incoming correspondence of the CEO to determine significance and appropriately distribute.
  • File and retrieve corporate documents, records, and reports as needed by the CEO and others as assigned.
  • Develop and implement procedures for contract management and administration in compliance with company policy.
  • General office duties such as the ordering of supplies, and housekeeping associated with meetings or events.
  • Ensure and maintain confidentiality of all appropriate communications and documentation.
  • Contribute to the efforts of the CEO by demonstrating a positive attitude, taking initiative, and completing all tasks as assigned.

Qualification Requirements

  • BA/BS degree or equivalent required
  • 3+ years of demonstrated success providing administrative support to one or more C-level executives
  • Professional presence, positive demeanor and ability to interact effectively with all levels of employees and management
  • High level of integrity, sound judgement and strong work ethic
  • Excellent communication skills, written and verbal
  • Excellent MS Office skills (Outlook, Word, Excel, Powerpoint)
  • Incredibly organized and detail-oriented; excellent proofreading, editing, formatting, and spelling skills
  • Able to prioritize multiple assignments and meet deadlines
  • Ability to multi-task and change direction quickly; comfortable with ambiguity
  • Must be flexible and able to quickly react to last minute changes, with accuracy and thoughtfulness
  • Strong scheduling and calendar prioritization skills

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 CEO, 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.

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. 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 objects or documents, and to operate a telephone, fax, copier, scanner, PC and other office machinery. 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.

How To Apply: Please apply for this position by sending your resume (attached as a Microsoft Word document or PDF) to Dawn Chute at dchute@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.