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1) Mortgage Loan Operations & Responsibilities 60% a. Process basic to complex loan files for income analysis to include credit bureau, determination of repayment ability, verify income, determine members overall credit analysis at different times throughout the process. b. Review appraisals of property verification that all investor requirements are satisfied. c. Evaluate loan applications with c
Posted Today
1) Achievement in Balanced Scorecard Results 50% a. Meet specified goals for product sales, referrals, and sales behaviors b. See current year scorecard for details. 2) Acquire, Develop, & Build Member Relationships 40% a. Consistently educate members about their financial choices. Appropriately analyzes their needs, and recommends appropriate financial& products and services. b. Educate members
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1) Compliance Audits 25% a. Work closely with the Director of Mortgage Operations in the preparation and gathering of the required documentation needed for all monthly, quarterly, and yearly audits. This includes but is not limited to internal & external audit request, all Private Mortgage Insurance Companies, Fannie Mae, FHLB of Chicago, NCUA, DFI, WHEDA, FHA and VA and other third parties. Annua
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1) Business Analysis Planning, Monitoring and Elicitation 40% a. Select, create and maintain appropriate level of business analysis deliverable(s) based on type of project and method/approach used, ensuring that an appropriate level of system, operational and process documentation/modeling exists in accordance with relevant project scope/complexity, working independently or with Project Manager. b
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1) Consumer Lending Operations 70% a. Monitor loan operating system disbursement queue to maintain service level and to ensure timely funding and disbursement of loans. b. Conduct quality assurance review of each consumer loan to ensure loan is accurate, complete and within all lending guidelines prior to funding. c. Identify and document loan errors and communicate with lenders for error resoluti
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1) Security Administration 60% a. Facilitates the day to day operations of the in place security solutions. b. Enforce established policies, procedures, and standards across all managed systems. c. Monitor and maintain effective anti malware protection throughout the data network. d. Research, recommend, and ensure the timely deployment of security patches to network operating systems, application
Posted Today
1) Achieve balanced scorecard results (Teller scorecard) 50% a) Meet specific goals for member service, sales and accuracy. b) Educate members about convenience service options such as online banking, telephone banking and ATM access. c) Responsible for the accuracy of all transactions with members as described in UW Credit Union’s Cash Management policies and procedures d) Ensure that all m
Posted Today
1) Achieve balanced scorecard results (Teller scorecard) 50% a) Meet specific goals for member service, sales and accuracy. b) Educate members about convenience service options such as online banking, telephone banking and ATM access. c) Responsible for the accuracy of all transactions with members as described in UW Credit Union’s Cash Management policies and procedures d) Ensure that all m
Posted 1 day ago
1) Achieve balanced scorecard results (Teller scorecard) 50% a) Meet specific goals for member service, sales and accuracy. b) Educate members about convenience service options such as online banking, telephone banking and ATM access. c) Responsible for the accuracy of all transactions with members as described in UW Credit Union’s Cash Management policies and procedures d) Ensure that all m
Posted 1 day ago
1) Administrative and Functional Support 100% a. Implement assignments as directed by the Director of Investment Services. b. Provide staff support for Investment Services Department when necessary. c. Perform administrative functions (i.e. printing/photocopying, handling inbound and outbound calls, providing support to financial consultants). d. Become adequately trained and knowledgeable in soft
Posted 4 days ago
1) Marketing Campaign & Workflow Management – 65% a. Lead the “UWCU Marketing Way” campaign development process on behalf of the marketing division. b. Manage campaign workflow by planning, tracking, managing and driving all steps in the project lifecycle – from strategy development through execution and reporting c. Enforce project management processes and workflow plans d
Posted 8 days ago
1) Achieve balanced scorecard results (Teller scorecard) 50% a) Meet specific goals for member service, sales and accuracy. b) Educate members about convenience service options such as online banking, telephone banking and ATM access. c) Responsible for the accuracy of all transactions with members as described in UW Credit Union’s Cash Management policies and procedures d) Ensure that all m
Posted 8 days ago
1) Applications Development 45% a. Translate requirements and use cases into functional applications b. Design, build, unit test, and maintain efficient, reusable, and reliable C# code c. Ensure the best possible performance, quality, and responsiveness of applications d. Provide applications development support for new product development or process improvements using programming tools or languag
Posted 8 days ago
1) Assists with Project Tasks 50% a. Assist the network Services staff with projects such as workstation replacements, decommissioning old PCs, erasing hard drives of old PCs, coordinating and assisting with office moves. 2) Business Initiatives 30% a. Assist Network Support with any current Business Initiatives that might include PC and office moves hardware or software upgrades or changes Visit
Posted 11 days ago
1) Achieve GDC Sales Goals 50% a. Meet and exceed monthly production requirements. b. In conjunction with the Program Manager, create and maintain a personal business plan that aligns with Investment Services goals and objectives. Execute the plan to achieve sales activity goals. 2) Client Sales and Service 40% a. Actively cultivate and maintain a sales pipeline comprised of referrals from the cre
Posted 13 days ago
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