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Responsible for working with members of the credit union to help them with their financial planning needs. This includes retirement planning, income planning, cash flow management, protection strategies, tax planning, and estate planning. Works with store associates to develop a referral strategy so that the Retirement & Investment Services offered by the credit union are made known to the members.
Are you looking for a career, not just another job? Our Relationship Specialist role may be the right position for you!
Reporting directly to the AVP Indirect Lending, Dealership Account Managers are responsible for the establishment, maintenance, training, and management of the dealer network which includes monitoring ongoing dealer performance such as production, application quality, delinquency, losses, profitability, etc. Submits market reports to AVP Indirect Lending regarding his/her area of responsibility in a timely manner. Interfacing directly with all dealer personnel; training dealers on all aspects of our indirect lending program; informing dealers of policy, procedures, and price changes; making recommendations for pricing/program changes. Acting as a liaison between dealership...
This is an exciting opportunity for people who love data and process to join our Credit Union as we continue on our transformation journey. We are looking for a Business Transformation Strategist to support our people, product and process verticals.
The Business Transformation Strategist plans, executes, leads and oversees cross functional end-to-end delivery of process improvement and transformation initiatives throughout the lifecycle of largescale, highly complex projects or programs to enhance process...
Under general supervision, the Credit Analyst Intern will learn to perform the duties of a Credit Analyst, including evaluating and analyzing the creditworthiness of loan applicants, ensuring compliance with credit union policies, and supporting the underwriting process. This role involves reviewing financial statements, credit reports, and other relevant documents to assess risk and learn how we make informed lending decisions.
Responsible for working with members of the credit union to help them with their financial planning needs. This includes retirement planning, income planning, cash flow management, protection strategies, tax planning, and estate planning. Works with store associates to develop a referral strategy so that the Retirement & Investment Services offered by the credit union are made known to the members.
Responsible for working with members of the credit union to help them with their financial planning needs. This includes retirement planning, income planning, cash flow management, protection strategies, tax planning, and estate planning. Works with store associates to develop a referral strategy so that the Retirement & Investment Services offered by the credit union are made known to the members.