Careers

Position Summary: 

Manage and deliver regulatory advocacy on behalf of the Credit Union Association of New Mexico (Association) and deliver Association and CU Services LLC (LLC) compliance solutions to Association member credit unions. Build and foster relationships that support an overall effective advocacy strategy, focusing on regulatory and government agencies with examination oversight and impact on regulations affecting credit unions, as well as member credit union executives, particularly risk management staff and compliance officers. Respond to member credit union compliance Q & A. Present and write/co-write up-to-date information related to state and federal regulatory agencies, risk management expectations, and compliance offerings for Association website, publications, annual member impact report, email to member credit unions and social media posts.

Major Duties and Responsibilities: 

• Build and foster relationships that support all of the Association's advocacy and risk management efforts. 
• Assist the regulatory advocacy efforts of the Association as directed and support the advocacy work of the Governmental Affairs Committee
  •  Strategize, assess, develop and actively engage with various stakeholders (state and federal agencies, America's Credit Unions, NM Governmental Affairs Committee) to support effective regulatory advocacy on behalf of all credit unions, with an emphasis on Association member credit unions. 
  • Support and actively engage with all advocacy events including but not limited to: NM GAC Conference & Legislative Reception, America's Credit Unions GAC & NM Reception, state and federal Hike the Hill events, and other advocacy events that may be beneficial.
• Manage and deliver Association and LLC solutions related to risk management and compliance by becoming and remaining current on all regulatory examination, risk management, and compliance expectations. 
  • Present and write/co-write up-to-date information related to regulatory examination expectations, risk management and compliance for Association website, publications, annual member impact report, email to member credit unions and social media posts. 
  • Assist and support member credit unions with compliance audit/review offerings, compliance Q & A, InfoSight, CU RecoveryPro, and CU PolicyPro.
  • Develop, deliver, and mange high-caliber meaningful compliance training throughout New Mexico, in both in-person and virtual formats. Assist with Association special projects/events and perform other related duties as necessary and assigned.

 Knowledge and Skills: 

Experience: Minimum of 2 years of similar or related experience, including lending or deposit operations (within the credit union movement preferred) 

Education: New Mexico Licensed attorney, Juris Doctor Law Degree, B.A. in Business or a related field, or compliance specific certifications (ie. CAMS, BSACS, NCBSA, CPSAP, CUCE,NCCO, CUCO, or similar) 

Interpersonal Skills: The ability to understand complex regulations and integrate them into credit union operations, as well as the ability to work cooperatively with others is a material part of the job, requiring a significant level of diplomacy and trust. Obtaining cooperation (internally and externally) is also important. 

Other Skills: Leadership skills with the ability to collaborate; superior analytical, writing/editing and verbal communication skills, including public speaking; proficient understanding of financial institution operations and compliance (preferably credit unions); organizational skills with the ability to prioritize and complete many multi-faceted, complex projects; ability to meet budget expectations/goals 

NOTE: The list of essential functions is not exhaustive. It may be supplemented as necessary from time to time. 

*Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

APPLY HERE

Lower East Side People’s Federal Credit Union 

Chief Marketing Officer 

Reports to: President/CEO Requirements: Bachelor’s Degree required. 10+ years related experience in communications, outreach, marketing and/or business development, with at least 5 years in a leadership role. A financial services background is preferred. 

Qualifications: Strong track record leading credit union marketing, community engagement and communication. Candidates should have strong public speaking, writing, web and ad design, strong analytical, organizational and interpersonal skills. Spanish fluency is strongly preferred. Must have familiarity with social media strategy and content creation as well as a demonstrate ability to work effectively within a team. Experience with or knowledge of Community Development Credit Unions (CDCUs), Community Development Financial Institutions (CDFIs), or other cooperatives is also a plus.

Employment Status: Exempt, Full Time Salary Range: $90,000 - $120,000 with a generous benefits package 

Location: This hybrid position will primarily work from LESPFCU’s main branch at 37 Avenue B in New York City but will regularly travel between branches.

Employment Status: Exempt, Full Time 

Salary Range: $90,000 - $120,000 with a generous benefits package 

Location: This hybrid position will primarily work from LESPFCU’s main branch at 37 Avenue B in New York City but will regularly travel between branches.

Marketing, Public Relations and Business Development 

• Design and implement a 1-3 year marketing plan for membership growth and greater utilization of LESPFCU’s products and services by new and current members, with an emphasis on business development. 
• Develop and monitor the credit union’s annual marketing budget and strategic marketing plan to strengthen brand equity and deepen community relations. 
• Research and analyze the LESPFCU market (membership and community) and work with staff to determine and implement appropriate products, services and programs to service that market. 
• Measure and report on campaign and promotion results for member growth, profitability and satisfaction. 
• Recommend new services and changes in existing services to meet the financial needs of members. • Develop relationships with local media, community information outlets and other venues to advertise the programs and services of LESPFCU. 
• Develop and maintain relationships with community partners, local businesses, non-profits and organizations to meet their financial needs and those of their constituents. 
• Prepare and disseminate LESPFCU marketing and outreach materials, including LESPFCU’s monthly member statement inserts, bimonthly e- newsletters, and press packets. 
• Maintain LESPFCU’s website with updated information on products, services, rates and contacts. 
• Manage LESPFCU’s Annual Report project (layout, design, translations, etc.). 
• Maintain database of our community partners, media resources, local elected officials, community businesses, vendors, and other pertinent directory information. 
• Ensure translation of all marketing materials. 
• Create press releases as needed to disseminate information on innovative programs and partnerships to a national audience, in order to demonstrate to a broad range of socially responsible investors the impact of LESPFCU. 
• Develop, apply, and evaluate policies and procedures for the department. 
• As requested by the CEO, represent LESPFCU at roundtables and conferences on a city, state and national level.

Community Engagement 

• Develop and maintain relationships with business and non-profit organizations, as well as elected officials and public agencies, to identify opportunities for LESPFCU’s growth and resource development through various means including correspondence and meeting attendance. 
• Develop and deepen partnerships with LESPFCU’s Selected Partner Groups to recruit new members, engage existing members, and advance LESPFCU’s mission of financial inclusion. 
• Participate in community fairs, carnivals, block parties and other outdoor activities that provide LESPFCU the opportunity to display and represent the organization, its products and services.

Resource Development 

• Work with senior management to identify member needs. 
• Perform research as needed with regard to our current products and services as well as proposed products and services. 
• Centralize tracking of key impact data points and develop monthly/quarterly impact reports. 
• Prepare borrower profiles and stories that demonstrate the impact the credit union has had on the lives of members and the community.

Event Organizing 

• Coordinate our yearly annual meeting. 
• Supervise the development of LESPFCU’s events and programs to maximize community involvement, raise resources and recognize key supporters of LESPFCU. 
• Help coordinate and organize community financial literacy workshops with the Financial Advisor.

Other 

• Submit Board reports on a monthly basis that reflect progress in the above categories. 
• Perform all other duties assigned by management for the smooth and efficient operation of the credit union.

To Apply: Email your resume and cover letter to hr@lespfcu.org with “Chief Marketing Officer” in the subject line.

Loan Processor, Bilingual 

Princeton, NJ 

Princeton Federal Credit Union (PFCU) is seeking a reliable, ambitious and bilingual loan processor to join our people-focused team. The primary objective of the Bilingual Loan Processor is to support this corporate mission statement in carrying out the duties of this position, specifically by processing loans – with a prioritized focus on those loan applications received from Spanish-speaking applicants.

Position Summary:

This full-time Bilingual Loan Processor will review newly-received loan applications, with a prioritized focus on those indicating a preference to communicate in Spanish. This role will gather and organize required information from applicants, making necessary calculations and preparing the loan applications for loan officer review.

The Bilingual Loan Processor acts as our primary point of contact for applicants through to and including closing, where final loan documentation is signed. The work requires accuracy, timeliness, detail-orientation and strong verbal and written communication skills.

This role will join a closely-bonded team of lending professionals who are committed to training and supporting new joiners. The selected candidate will also partner with bilingual colleagues in Community Business Development and Member Services, and will occasionally be asked to join external events and presentations dedicated to increasing awareness of PFCU among multicultural audiences in Mercer County, NJ.

Essential Functions:

1. Support the corporate mission and consistently demonstrate Princeton Federal Credit Union’s core values of Great People, Integrity, Service Mindset and Teamwork as described in our Core Values Statement. Be an active member of a closely-knit team working towards achieving the institution’s strategic initiatives.

    

-Embrace the core values

-Take initiative

-Drive change

-Take on challenges

-Be an innovative thinker

Work alongside Lending, Member Services, E-Services, Marketing and Community Business Development colleagues to help improve the financial well-being of current and prospective members, providing proactive communication and white-glove service to members – prioritizing those who prefer to communicate in Spanish. Promote Credit Union products and services as appropriate.

• Answer calls, assisting members in understanding our product set and in completing the loan application process for various types of loans. Request proof of income and any necessary background information during the application process. Ensure completeness and accuracy of information. 
• Review loan applications as they appear in our core processing system, Keystone. Retrieve credit report for all applicants. Verify income and value of collateral, calculate debt-to-income and unsecured debt ratios. 
• Submit processed loan applications to loan officers for review. Process new VISA accounts as approved, setting them up on the credit card processing system and verifying that setup on the core processing system the following day; additionally, set up any pledged information for cards. 
• Process VISA card increases, balance transfers, adding cardholders, updating addresses and entering travel alerts. 
• Assist with loan closings by printing and preparing settlement documents and signing documents with members as necessary. 
• Provide quality control through post-closing loan file audits and core processing system reviews. 
• Work with a third-party vendor to submit mortgage documents for recording and satisfaction in appropriate counties; pull paid loan files and mail satisfied mortgages to members. 
• Process loan payoff requests and skip-a-payment requests. 
• Develop mastery of our client-facing applications including Online Banking (OLB) and Loan Pay Express (LPE), as well as back-end applications including Secure Messaging via Mahalo. We will train the right candidate on usage of these tools. 
• Understand compliance issues and complete all required trainings, as they relate to the position; including, but not limited to, the Bank Secrecy Act and the USA Patriot Act. 
• Must register with the National Mortgage Licensing System and satisfy the requirements of a mortgage loan originator on an ongoing basis as per the Credit Union’s Safe Act Policy in compliance with federal regulations and the requirements of the Secure and Fair Enforcement of Mortgage Licensing Act of 2008. 
• Perform other duties or responsibilities as required or assigned.