Carreras

Vice President of Accounting Compliance

Inclusiv is the largest network of community development financial institutions (CDFIs) with a mission to promote financial inclusion in low-income communities across the country. Through our network of more than 500 community development credit unions based in the 50 States, Puerto Rico and Virgin Islands, Inclusiv reaches more than 20 million people with limited incomes and/or who live in historically redlined communities. 

Inclusiv has been selected to receive and manage a $1.87 billion grant for the deployment of capacity building grants through the Environmental Protection Agency (EPA) Clean Communities Investment Accelerator (CCIA), a program of the EPA’s Greenhouse Gas Reduction Fund (GGRF). Inclusiv intends to deliver capital to credit unions that lend in low-income and disadvantaged communities (as defined by Justice40) to reduce carbon emissions, build healthier communities, create jobs in a greening economy and improve the financial security of consumers, households and small business. 

Inclusiv is seeking a VP of Accounting Compliance to join our Fiscal team during an exciting period of growth and impact. Reporting directly to CFO, this individual will play a key role in shaping Inclusiv’s accounting processes and reporting.  In this role, the VP will oversee accounting compliance by monitoring adherence to accounting policies, procedures, and regulatory requirements, including Generally Accepted Accounting Principles (GAAP) and Federal Grant Requirements under 2 CFR 200. The VP of Accounting Compliance is responsible for ensuring accurate and compliant general ledger postings and accounting practices, evaluating and improving the effectiveness of internal controls and procedures, and verifying compliant Fiscal grant reporting 

The VP of Accounting Compliance will lead the Fiscal team’s preparation and support of the Single Audit, gathering necessary documentation, responding to auditor inquiries, and facilitating timely resolution of any audit findings.  The role also leads to the development and revision of accounting policies and procedures to conform with evolving regulatory standards. 

Responsibilities:

• Monitor and enforce Fiscal compliance with grants, accounting policies, procedures, and regulatory requirements.
• Assess the effectiveness of internal accounting controls and procedures to mitigate financial risks and ensure accuracy of grant reporting.
• Lead the Fiscal team’s preparation and support of the Single Audit.
• Assist in the coordination and preparation of federal grant audits, including gathering documentation and responding to auditor inquiries.
• Contribute to the development and revision of accounting policies and procedures to conform with regulatory standards and grant requirements.
• Develop and deliver internal training on grant compliance and risk mitigation procedures.

Qualifications:

• Passion for Inclusiv's mission to support low- and moderate-income communities in achieving financial independence.
• Bachelor’s degree in accounting, finance, business, or a related field.
• At least 10 years of progressive experience in compliance, audit, or related positions
• Experience with federal grants, including 2 CFR 200 compliance, Single Audits, reporting, and risk assessment.
• Strong analytical and problem-solving skills, with a continuous improvement mindset.
• Tech-savvy, including familiarity with financial systems and an aptitude to learn new software.
• Strong interpersonal and communication skills, with the ability to work cross-functionally and build relationships across departments.

Location Inclusiv has offices in New York City, Atlanta, and San Juan. This role is located in New York City and is a hybrid role with two days per week in the office and three days per week working remotely. 

Compensation The salary starts at $135,000 and will be based on experience. We offer a comprehensive benefits package, including healthcare coverage, retirement plans, opportunities for professional development, discretionary time off and much more. 

To Apply Please submit cover letter, resume and salary requirements to hrvpaccounting@inclusiv.org. Applications will be reviewed on a rolling basis until the position is filled. 

Inclusiv is an equal opportunity employer that works with member credit unions that serve ethnically, economically, and geographically diverse markets and communities. We value our diverse staff and membership and seek to maintain that tradition of diversity in all of our recruitment efforts. It is the policy of Inclusiv to provide equal opportunity in all aspects of employment to all employees or applicants for employment without discrimination on the basis of regard to sex, race, color, religion, age, ancestry, national origin, disability, marital status, sexual orientation, gender identity, veteran status and any additional categories protected by applicable federal, state or local laws.

Systems Administrator

Inclusiv is the largest network of Community Development Credit Unions (CDCUs) with a mission to promote financial inclusion in low-income communities across the country.  Through our network of more than 500 community-based lenders, Inclusiv reaches more than 20 million consumers with limited incomes and residing in historically redlined communities. 

Inclusiv is seeking a Systems Administrator who will work within Inclusiv’s Operations team to ensure that our key technology platforms/systems, including Salesforce, run smoothly and efficiently, and are widely used to support and substantiate the goals of the organization. Reporting directly to the Vice President of Systems Operations & Improvement, this role involves managing and optimizing system environments, providing training and support to end-users, and ensuring data integrity and security. 

With the organization undergoing growth that requires us to vastly expand the organization’s use of Salesforce and create and maintain new systems that will facilitate new work, this role is a vital part of ensuring that the organization creates and continuously improves systems that meet the evolving needs of the internal and external stakeholders. In addition to Salesforce, the organization uses application such as MS365, Zoom, Zendesk and Monday. The work of the Systems Administrator will be split 50/50 between Salesforce and other applications. 

The ideal candidate should live in the greater New York City area and be able to work on-site in the New York City office in compliance with Inclusiv’s hybrid work schedule (2 days in-office, 3 days remote). 

Responsibilities

• Understand and connect company strategy into Salesforce use cases and capabilities.
• Understand future user and organization needs and sync with salesforce development roadmap.
• Critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from underlying true needs.
• Create and manage Salesforce reports and dashboards that provide actionable insights to stakeholders and help users track key performance indicators related to the organization’s strategic goals.
• Work with Inclusiv’s Research & Data teams to facilitate the creation of compelling data visualizations that potentially bring together data from multiple systems.
• Resolve basic user issues promptly and effectively; serve as a primary point of contact between Inclusiv and our managed IT support provider (MSP).
• Maintain and customize Salesforce and other systems applications; stay updated on releases and new features.
• Create and maintain human-centered user experience.
• Create and manage workflows, process builders, and custom objects.
• Provide ongoing support and training to users for the applications/systems/platforms Inclusiv uses.
• Manage end-user device inventory including device lifecycle management.
• Implement and maintain access and security settings, such as user profiles, permission sets, and sharing rules.
• Be primary point of contact for cybersecurity issues and communicate those to staff, as needed.
• Develop and maintain SOPs for systems, user documentation, and training materials.
• Ensure data integrity and data security within the platform.
• Perform regular data audits and cleanup activities.
• Manage data imports, exports, and updates.
• Create and maintain reports and dashboards to support business needs.
• Integrate Salesforce with other business applications.
• Manage and troubleshoot third-party app integrations.
• Identify and implement opportunities for automation in Salesforce and other systems.
• Recommend and implement best practices for system and process improvement.
• Plan and implement system upgrades to take advantage of new features and capabilities
• Evaluate and recommend the adoption new systems that can help the organization streamline operations and achieve strategic goals.
• Work with and manage systems development vendors, as needed.
• Perform other duties, as needed.

Qualifications:

• Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence
• Bachelor’s degree in computer science, information technology, business administration, or a related field.
• 3-5 years of experience as a System Administrator or similar role.
• 2+ years of experience as a Salesforce Administrator with a strong understanding of the Salesforce platform, including Sales Cloud, Service Cloud and Marketing Cloud.
• Experience with Salesforce APIs.
• Administrative experience with MS365 applications, Monday.com, Zoom, Zendesk, or similar applications.
• Proficient in data management and data integrity practices.
• Creative and analytical thinker with strong problem-solving skills and attention to details.
• Excellent communications skills, both written and verbal, with the ability to effectively relate technical concepts to non-technical audiences.
• Ability to successfully adapt, operate, achieve and exceed goals in a fast-paced environment where needs can change quickly.

Preferred Qualifications:

• Salesforce Administrator certification.
• Salesforce Lightning and Non-Profit Success Package experience.
• Experience with data migration processes and tools.
• Experience using systems integration tools.

Location: Inclusiv has offices in New York City, Atlanta, and San Juan. This role is located in New York City and is a hybrid role with two days per week in the office and three days per week working remotely. Salary: The salary range for this position starts at $90,000 annually.  We will consider a higher salary for candidates with more experience.  Additionally, we offer a comprehensive benefits package, including healthcare coverage, retirement plans, opportunities for professional development, discretionary time off and much more. 

To Apply: Please send a cover letter, resume and salary requirements to hrsystemadmin@inclusiv.org.  Resumes will be reviewed on a rolling basis until the position is filled. Inclusiv is an equal opportunity employer that works with member credit unions which serve ethnically, economically, and geographically diverse markets and communities. We value our diverse staff and membership and seek to maintain that tradition of diversity in all of our recruitment efforts. It is the policy of Inclusiv to provide equal opportunity in all aspects of employment to all employees or applicants for employment without discrimination on the basis of regard to sex, race, color, religion, age, ancestry, national origin, disability, marital status, sexual orientation, gender identity, veteran status and any additional categories protected by applicable federal, state or local laws.

Staff Accountant 

Inclusiv is the largest network of Community Development Credit Unions (CDCUs) with a mission to promote financial inclusion in low-income communities across the country. Through our network of more than 500 community-based lenders, Inclusiv reaches more than 20 million consumers with limited incomes and residing in historically redlined communities. 

Inclusiv has been selected to receive and manage the deployment of capacity building grants through the Environmental Protection Agency (EPA) Clean Communities Investment Accelerator (CCIA), a program of the EPA’s Greenhouse Gas Reduction Fund (GGRF). Inclusiv intends to deliver capital to credit unions that lend in low-income and disadvantaged communities (as defined by Justice40) to reduce carbon emissions, build healthier communities, create jobs in a greening economy and improve the financial security of consumers, households and small business. 

Based in NYC, we are a dynamic growth-oriented organization with a commitment to diversity, equity, inclusion and belonging in our network, governance, and workplace for fifty years. 

Inclusiv is seeking a Staff Accountant who will work within Inclusiv’s Fiscal team to help build a strong and sustainable organization. The Staff Accountant will be a key member of the Fiscal team. Reporting to the Controller, the Staff Accountant is responsible for managing the accuracy and timely processing of accounting services for both internal and external clients.

Responsibilities 

General Account Postings and Processing

• Daily processing of all cash receipts and accounts payable and receivable, data entry, filing, record retention, and other fiscal tasks as required. 
• Cost center coding of revenue and expense entries.
• Bank reconciliations and other general ledger account reconciliations monthly. 
• Responsible for posting and management of monthly general journal entries. 
• Maintain source journals & other fiscal records in accordance with generally accepted accounting principles. 
• Responsible for tracking contracts, payments, and related consultant contract payments. 

• Assist Fiscal team with annual audit preparation, execution of account confirmations and audit support schedules as needed.

   

Essential Experience, Skills and Attributes 

• Bachelor’s or Associate's Degree in Accounting or equivalent required 
• Demonstrated knowledge of US Generally Accepted Accounting Principles • Minimum 2 years accounting or bookkeeping experience, 
• Demonstrated ability to work as part of a team within mission-driven work environment 
• Strong communication skills, both verbal and written • Excellent computer skills, proficiency in Excel required 
• Proficiency in cost accounting software preferred, particularly Fund EZ 
• Articulate, professional demeanor with strong self-confidence and initiative 
• High level of personal organization and flexibility
• Ability to work independently with strong problem –solving and project management skill 
• Work experience with non-profit organizations or lending institutions preferred

To Apply 

Please send resume and cover letter to Hraccounting@inclusiv.org. Applications will be reviewed on a rolling basis until the position is filled. 

Location and Compensation 

Inclusiv has offices in New York City, Atlanta, and San Juan. This role is located in New York City and is a hybrid role with two days per week in the office and three days per week working remotely. 

The salary starts at $85,000 depending on experience. 

Inclusiv is an equal opportunity employer that works with member credit unions that serve ethnically, economically, and geographically diverse markets and communities. We value our diverse staff and membership and seek to maintain that tradition of diversity in all of our recruitment efforts. It is the policy of Inclusiv to provide equal opportunity in all aspects of employment to all employees or applicants for employment without discrimination on the basis of regard to sex, race, color, religion, age, ancestry, national origin, disability, marital status, sexual orientation, gender identity, veteran status and any additional categories protected by applicable federal, state or local laws.

Program Associate: Puerto Rico & USVI Green Lending Initiatives 

Inclusiv is the largest network of Community Development Credit Unions (CDCUs) with a mission to promote financial inclusion in low-income communities across the country. Through our network of more than 500 community-based lenders, Inclusiv reaches more than 20 million consumers with limited incomes and residing in historically redlined communities. 

Inclusiv has been selected to receive and manage the deployment of capacity building grants through the Environmental Protection Agency (EPA) Clean Communities Investment Accelerator (CCIA), a program of the EPA’s Greenhouse Gas Reduction Fund (GGRF). Inclusiv intends to deliver capital to credit unions that lend in low-income and disadvantaged communities (as defined by Justice40) to reduce carbon emissions, build healthier communities, create jobs in a greening economy and improve the financial security of consumers, households and small business. 

Inclusiv is seeking a passionate and dynamic Program Associate for Puerto Rico and USVI Green Lending Initiatives. This role will support Inclusiv’s efforts to engage, recruit, and assist cooperativas and credit unions interested in applying to the Clean Communities Investment Accelerator Program (CCIA). This transformative program will provide grants to credit unions over 4-5 years to develop and scale clean energy projects aimed at reducing carbon emissions, with a commitment to directing 100% of resources toward low-income and disadvantaged communities (LIDACs) that are often overlooked in the transition to a greener economy. 

This position is ideal for a fully bilingual professional experienced in organizational engagement and network-building. The Program Associate will be based within Inclusiv's Puerto Rico and USVI Network department, working closely with the Inclusiv Network CCIA Outreach Department, and the Center for Resiliency and Clean Energy to promote credit union green lending initiatives and recruit participants for green lending grants.

Position Overview: 

The Program Associate will support Inclusiv’s CCIA program by assisting with outreach and engagement efforts specifically tailored to cooperativas and credit unions in Puerto Rico and the USVI. This role will help build relationships with credit unions, organizations, public officials, federal and state entities, and other organizations engaged in green initiatives across Puerto Rico and the USVI, encouraging their participation in green lending initiatives and supporting sustainable community development. The Program Associate will report to the Vice President, Puerto Rico and USVI Network, within the Network department and will work cross-departmentally to ensure the success of program goals within Puerto Rico and the USVI.

Key Responsibilities: 

Credit Union Engagement and Outreach Support 

• Support the development and execution of strategies for engaging Puerto Rico and USVI cooperativas and credit unions in Inclusiv’s CCIA program. •
• Collaborate with the marketing and communications team to create resources and materials (e.g., bilingual presentations, website content, outreach materials) that educate credit unions and cooperativas in the region the CCIA program. 
• Manage relationship tracking in Inclusiv’s CRM platform, with a specific focus on engagement with cooperativas and credit unions in the region. 
• Help coordinate Inclusiv events and sessions in Puerto Rico and the USVI, assisting in logistical planning and representing Inclusiv at local events and regional credit union gatherings.

Application Support and Pipeline Management 

• Assist in developing materials and resources tailored to the needs of cooperativas and credit unions in the region interested in the CCIA program. 
• Work with the Center for Resiliency and Clean Energy to guide cooperativas and credit unions in the region through the application process, providing culturally relevant support to address unique regional challenges. 
• Monitor the application pipeline for cooperativas and credit unions in the region, ensuring their progress and offering tailored assistance as needed. 
• Support logistical and operational aspects of the application process, specifically catering to applicants in the region and their community-based needs.

Collaboration and Program Support 

• Work collaboratively with internal teams to align CCIA program goals and objectives with the needs of communities in the region. 
• Build and maintain relationships with external partners, stakeholders, and local organizations in Puerto Rico and the USVI to strengthen Inclusiv’s support network and foster green lending initiatives.
• Perform additional administrative tasks as needed to support program efficiency and ensure regional objectives are met.

Qualifications: 

• Strong commitment to Inclusiv’s mission of supporting low- and moderate-income communities to achieve financial independence. 
• Bachelor’s degree required. 
• 2-4 years of experience in organizational engagement, federal grant support, financial institution support, or a similar role, with specific experience in or familiarity with Puerto Rico and USVI economic and community development challenges.
  • Knowledge of or experience in credit union operations in the region, green lending initiatives, or federal grant-related processes is a plus. 
  • Familiarity with CRM software (e.g., Salesforce) or similar platforms for tracking and managing engagement. 
• Strong project management, organizational, and communication skills with the ability to collaborate effectively within diverse teams. 
• Fully bilingual in Spanish and English, with proficiency in both written and verbal communications.
• Willingness to travel up to 30% within Puerto Rico and the USVI occasionally to the U.S. mainland as required.

To Apply: 

Please send resume, cover letter, resume and salary requirements to hrprgmassc@inclusiv.org. Resumes will be reviewed on a rolling basis until the position is filled. 

Location: 

This role is located in our San Juan Office and is a hybrid role with two days per week in the office and three days per week working remotely. Occasional travel will be required for conferences, site visits, and all-staff gatherings. Position requires 35% travel within Puerto Rico and USVI. 

Salary: 

The salary range for this position starts at $65,000 annually. We will consider a higher salary for candidates with more experience. We offer a comprehensive benefits package, including healthcare coverage, retirement plans, opportunities for professional development, discretionary time off and much more. 

Inclusiv is an equal opportunity employer that works with member credit unions that serve ethnically, economically, and geographically diverse markets and communities. We value our diverse staff and membership and seek to maintain that tradition of diversity in all of our recruitment efforts. It is the policy of Inclusiv to provide equal opportunity in all aspects of employment to all employees or applicants for employment without discrimination on the basis of regard to sex, race, color, religion, age, ancestry, national origin, disability, marital status, sexual orientation, gender identity, veteran status and any additional categories protected by applicable federal, state or local laws.

Manages and directs Consumer Lending staff, resources, and processes which consist of loan application, underwriting, processing and booking, third-party vendor management, loan origination system configuration, and deploying internal credit risk controls. Attendance is an essential function of performing the duties of this job.

Essential Functions & Responsibilities:
20% Ensures the efficient and effective delivery of consumer loans to members and prospective members through various direct and indirect channels.
20% Creates and develops strategies to drive consistent loan decisions, portfolio performance, and channel growth to align with ACU's sales and lending goals.
20% Develops, motivates, and retains high-quality staff, with a focus on training, coaching, and developing the team.
15% Works collaboratively to evaluate the effectiveness and relevance of systems and software utilized by the Credit Union to originate loans, generates sales leads, evaluate risk, assess potential fraud, appraise credit, and comply with regulatory governance.
10% Ensures departmental compliance with laws, regulations, standards, and best practices including completion and maintenance of documentation and records.
5% Works with Marketing to develop campaigns to support direct sales strategies and goals.
5% Develops and implements new consumer loan products and lead and participate in department and organizational projects.
5% Performs other related duties as assigned.

Performance Measurements:
1. Meet Annual Budget Loan Growth Goals by providing sales leadership to consumer loan officers, indirect lending team, and relevant support staff.
2. Provide coaching to each employee at least once a month through shadowing and silent monitoring.
3. Utilizes resources and tools to track team performance to meet deadlines and goals. Reports executive summary to SVP/CLO monthly.
4. Embodies and demonstrates ACU's Core Values each and every day.

• Inclusion
• Integrity
• Service

5. Embodies and demonstrates ACU’s Leadership Values each and every day.

• Growth
• Innovation
• Collaboration

Experience
Five to ten years of similar or related experience
Education
(1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g. information technology certifications in lieu of a degree).

Interpersonal Skills
Motivating or influencing others is a material part of the job. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others. The role requires a significant level of trust or diplomacy.

Other Skills
Embodies and demonstrates ACU's Core Values each and every day.
1. Inclusion
2. Integrity
3. Service

Embodies and demonstrates ACU's Leadership Values each and every day.
1. Growth
2. Innovation
3. Collaboration

Must have good communication and supervisory skills.
Must have a working knowledge of spreadsheets and word processing software; be able to use PC and general office equipment including 10-key calculator.

Physical Requirements
The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk and hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is often required to stand; walk; sit; and reach with hands and arms. The employee may occasionally lift and/or move up to 25 pounds. Vision abilities required by this position include close vision. Safety Sensitive Position.

Work Environment
This position is in an office environment and the noise level is usually low to moderate.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.

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.