Employment Opportunities

Transcription

1 To apply, please * your cover letter, resume, and UVA Community Credit Union application (for UVA Community Credit Union jobs) or Member Options application (for Member Options jobs), or Members Title & Escrow application (for Members Title jobs) to Human Resources at or fax it to *Special instructions for To better organize our applications and help us avoid unwanted solicitations, please place the words Application for (name of job) in the subject line. For example, to apply for a Teller position, please type Application for Teller in the subject line. Job Openings List Branch Manager Closing Agent (Members Title & Escrow) Commercial Business Development Officer Home Equity Loan Processor IT Help Desk Technician Member Service Representative Mortgage Originator

2 Branch Manager This position directs the daily activities of the branch, including but not limited to coaching staff to utilize sales and service skills to build strong financial relationships with members, developing branch staff to meet and exceed sales and service goals while exemplifying the credit union mission and vision, and managing risk through adherence to established policies and procedures. ESSENTIAL DUTIES AND RESPONSBILITIES Foster and maintain a highly motivated and well trained staff while maintaining effective employee relations. Support hiring efforts of qualified applicants. Lead effective sales and service meetings and related activities for both the Credit Union s consumer and business product lines. Create and maintain a cross selling environment within the branch. Ensure that the branch is in compliance with Credit Union board established policies and procedures for branch operations including credit union internal controls, and federal and state laws and regulations set forth by the National Credit Union Administration and other regulatory agencies. Evaluate the job performance of branch staff to ensure quality of work and service to members. Schedule and cross train adequately to ensure effective branch succession and efficient branch operation. Conduct loan interviews, originate, process and close personal and commercial loans. Monitor branch activity, including number of transactions, volume, teller errors, loan volume, product sales and new accounts. Recommend and monitor budget to management relative to the physical, human resource and other costs of the branch operation. Be the Credit Union representative at community networking events. Conduct outside sales efforts, as required, to bring in new primary relationships, while also maintaining and expanding existing personal and business banking relationships. Maintain established levels of business etiquette including but not limited to Dress Code and cell phone usage to ensure professionalism at these events. Manage the security and safety of the branch. Analyze and monitor security and safety policies and procedures on an on going basis. Ensure that staff receives on going training on security and robbery procedures. Monitor branch operations and appearance to ensure a consistent, professional approach. Appearance and operations include, but are not limited to, adherences to Credit Union branding, dress code, ATM and branch facilities codes, branch staff levels, BVS training requirements, as well internal and external service standards. Assist staff or members in solving complex account problems. Support the Credit Union s participation in the Thomas Jefferson Area Earned Income Tax Credit Coalition and oversee branch related activities. Participate as an active member of management by providing recommendations for operational efficiencies, cost savings, policy and procedures, sales and service, and product enhancements. Manage branch staff. Is responsible for the overall direction, coordination, coaching, training and evaluation of these individuals. Carries out supervisory responsibilities in accordance with the organization s policies and applicable laws. Responsibilities include training employees in sales, service, operational policies and procedures and financial literacy; planning; assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

3 PERFORMANCE STANDARDS: The Branch Manager is expected to attain branch goals for consumer and commercial savings, lending, account relationships, transactions, profitability, and service standards as established by senior management. EDUCATION AND/OR EXPERIENCE: Bachelor s degree (B.A.) from a four year college or university; plus three to five years related experience and/or training; or equivalent combination of education and experience. Technically savvy, sales oriented background preferred. Related work experience may substitute for education. Closing Agent Members Title & Escrow LLC, a wholly owned subsidiary of UVA Community Credit Union, one of the largest financial institutions based in Central Virginia and located in Charlottesville, VA, has an immediate need for an experienced Closing Agent. This established title and settlement company serves home buyers and sellers, lenders, real estate professionals, commercial property professionals, builders and others involved in residential and commercial property transactions. In this role, you will conduct real estate settlements, be responsible for all pre and post closing processing; perform disbursements and recordations; assist with general office tasks such as answering phone, greeting members, and filing; and participate in business development activities as needed. KEY RESPONSIBILITIES: Greet customers enthusiastically and professionally, either in person or over the phone, with emphasis on representing the company in a way which builds customer relationships and a positive corporate image Answer customer inquiries in a timely and accurate manner Build and maintain productive relationships with all customers; take responsibility for customer satisfaction and loyalty Participate in department marketing activities which may include attending after hours functions as requested or required Act as liaison with all parties involved in the transaction, e.g. buyer, seller, listing agent, buyer agent, lender, attorney Pre closing: Determine escrow requirements by reviewing and clarifying buyer, seller and lender instructions Obtain clear title by ordering title reports, resolving title defects, satisfying existing liens and encumbrances against property or principals; provide a pro active approach in notifying customers of potential roadblocks or issues Review contract, pre type, prepare and deliver balanced and error free settlement statements Prepare other required real estate documents Prepare and deliver balanced and error free HUD1 settlement statements for lender approval using FHA, VA, and Conventional lending guidelines Gather all file information required to close transaction Prepare and organize lender loan and real estate documents in preferred order and copy for physical presentation

4 Closing: Review lender and real estate closing instructions for closing conditions, endorsements, and disbursement of proceeds Review all closing documents for accuracy in names, address, and legal as outlined Describe closing and lender documents according to Presentation Standards and obtain signatures, collect accurate amount of good funds and satisfy title and lender requirements Post Closing: Claim wires and/or deposit good funds Balance file; disburse funds and documents according to instructions from mortgage company, payoff lender, title and other appropriate parties Proof recording documents for typographical errors, signatures, notary, and/or recognize omission of data; record documents with appropriate state/county agency Resolve all post closing quality reconciliation issues Other Duties: Assist in training new employees Ensure workload is completed in timely manner by securing additional resources if needed Coordinate with assistant in processing functions; establish and maintain a joint filing system for processing efficiency Maintain and manage closing reports to office expectations Identify opportunities for systems improvement Proficient adoption of closing strategies Perform other related duties as assigned by manager; overtime may be required at high volume Commercial Business Development Officer This is a great opportunity for an experienced commercial lending professional to join a talented Business Services team and work with Central Virginia s largest member owned financial institution. Based in Charlottesville, VA., University of Virginia Community Credit Union employs over 170 people in 12 full service branches, 2 student run branches, and 2 administrative locations. In this role, you will develop existing and new relationships with business professionals in the Credit Union s chartered communities (trade area) and support branch staff, and retail / consumer associates to meet the Credit Union s growth goals. KEY RESPONSIBILITIES: Develop and expand member portfolio and develop new business opportunities Underwrite C&I and CRE loan requests Objectively assess credit risks and opportunities and present clear written recommendations to committee Constructively interact with both loan committee and business applicants when communicating credit recommendations and decisions Utilize business network and internal contacts to identify prospective (members) Actively call in market members and prospects to raise brand awareness, obtain leads, and qualify prospects Maintain in depth knowledge of issues that affect the target market Identify opportunities, effectively position other services and products to members and prospects, and introduce associates. Document and follow through on calls and sales opportunities

5 Promote the Credit Union in the business community by attending meetings with local businesses, professionals, and charitable organizations Collaborate with management to leverage the network and ensure member retention Comply with Credit Union operation policies and procedures and Federal and State laws and regulations, including but not limited to the Bank Secrecy Act and Anti Money Laundering Respond to (members) and prospects in a timely, professional manner Respond to, complete, and deliver RFPs to prospects Coordinate and conduct sales presentations Participate in special assignments as necessary Assume additional responsibilities as needed KEY QUALIFICATIONS: Demonstrated record of commercial services productivity and business development in the following areas: o Loan underwriting, closing, and portfolio monitoring o Non credit sales (Discuss) o Consumer referrals Ability to identify and clearly communicate key issues internally and externally Excellent presentation, verbal and written communication, and reasoning skills Uses sound analytics and thought processes to anticipate market needs and issues Demonstrate operational and administrative flexibility in fulfilling Credit Union s mission. Generates new ideas on business development using creative thinking, but with acceptance of / commitment to following established Credit Union policies and procedures Proficient in Excel, Word, financial analysis, and financial statement spreading Preference given to in market candidates with an established client base and loan portfolio in the Orange, Zion Crossroads, Louisa, and Fluvanna regions Ability to consistently meet or exceed goals Enthusiastic, adaptable, and open to guidance on developing best practices Proven track record of productivity and revenue generation Home Equity Loan Processor In this important role, you will provide efficient, timely and accurate processing of home equity loans submitted by loan officers. JOB DUTIES Receive mortgage loan application package from loan officers and ensure completeness, accuracy and the integrity of information submitted Enter all required information into origination system Prepare prelims for settlement agency Prepare title and appraisal orders Gather approval conditions and verify completeness of those conditions Prepare closing packages Communicate with loan officers and members as needed KEY QUALIFICATIONS Strong MS Office skills, specifically Word and Excel Comfortable with computers and the ability to learn banking software Well rounded and effective communication skills

6 Detail oriented and consistently produces error free work Professional appearance and demeanor Able to effectively handle large volumes of information Banking/loan administrative experience is a plus SCHEDULE AND LOCATION Monday through Friday, 8:30 AM 5 PM Berkmar Branch, 3300 Berkmar Drive, Charlottesville, VA IT Help Desk Technician UVA Credit Union has an immediate need for an IT Help Desk Technician to help implement, maintain, and support its technology infrastructure and pc based applications. The technician will focus on help desk administration, hardware and software deployment, and 1st and 2nd tier support for computing hardware, software, and networking systems. Qualified candidates will have 2 years of experience in the following areas: managing support tickets utilizing enterprise ticketing systems; supporting proprietary and standard software applications; supporting phones, network connection, servers, and remote users; and Linux, Windows, MacOS, & VPN, Microsoft Office, and Active Directory. Financial industry experience is a plus. Member Service Representative (MSR) As an MSR, you will provide professional, courteous service to members; open new accounts, certificates, and IRAs; and maintain expert knowledge on all credit union products, services, and current promotions to actively cross sell and make appropriate referrals. This position also requires training as a teller to provide back up as needed. Qualified candidates will be reliable, adaptable, sales oriented individuals who are adept at teamwork and able to use good judgment to satisfy members financial needs and exceed performance goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Greet and welcome members to the credit union in a courteous, professional and timely manner, and provide prompt, accurate and efficient member transactions Maintain up to date and comprehensive knowledge of all credit union products, services, and promotions Maintain up to date and comprehensive knowledge on all related policies, procedures, rules and regulations, including robbery procedures Assist in meeting branch/credit union goals by expanding member relationships through active selling of Credit Union products and services appropriate to member s financial needs Promote, explain, and cross sell credit union products and services, including checking accounts, debit & credit cards, electronic services, consumer loans and business accounts and services Open new accounts for members (i.e. savings, checking, IRAs, Certificates) Assist members with problem solving by listening, collecting information, securing answers and reporting back to member within 24 hours Conduct member outbound telemarketing calls to assist in promotions, goals and meeting member needs Conduct loan interviews

7 Actively participate in community activities Assist Member Service Support as well as perform as a back up teller as needed Maintain adequate supplies for work station and branch displays. Other reasonably related duties as assigned. PERFORMANCE STANDARDS The Member Service Representative is expected to fully understand credit union products and services and be able to assist members by determining needs, solving problems, referring products and services while meeting branch/credit union goals. EDUCATION AND/OR EXPERIENCE: Bachelor s degree from a four year college or university preferred, plus one to three years related experience and/or training; or equivalent combination of education and experience. Technically savvy, sales oriented background required. Related work experience may substitute for education. Mortgage Loan Originator with Member Options, LLC Member Options, LLC is a wholly owned subsidiary of University of Virginia Community Credit Union, one of the largest financial institutions based in Central Virginia and located in Charlottesville, VA. In this role, you will join the team of top mortgage loan originators to help the Credit Union s 65,000+ members meet their home financing needs. Qualified candidates will be service and solutions oriented and licensed with NMLS or license eligible. In addition to a lucrative compensation plan that includes a base salary and numerous other benefits, you will receive a full infrastructure for loan origination that includes the following: a private office in one of our branches promotions and advertising to help grow your business a personal page on our website, which includes a completely integrated, state of the art online application and LOS system a dedicated back office to process and close your loans Ideal candidates will have a professional appearance and excellent communication skills, and be organized, highly self motivated, and knowledgeable in all the major conventional and government loan programs. Knowledge of the latest guidelines and regulatory requirements and the upcoming compliance changes is a must. You also must be willing to travel between local branches, visit real estate offices and attend or lead local professional and educational meetings as needed. EOE