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• I.T. Specialist

  Location: UKIAH 

   

  Position Summary: Under general supervision, sets-up, maintains, upgrades, and troubleshoots multifunction printers, including instant issue (debit card printers), PC equipment, TCR’s, VoIP equipment, video equipment, peripherals, and software.  Inventories and catalogs data processing equipment including Printers, PC’s, TCR’s, VoIP telecommunications, servers, and peripherals.  Records all configurations, loaded software and any upgrades.  Assists with the scheduling and replacement of hardware and software while establishing procedures.  Assists IT Manager in researching, planning, and implementing new technologies to improve member access and staff efficiency.

   

  Responsibilities:

  • Provide technical support to CFCU employees in the use and operations of computers, OS’s, its applications, its equipment peripherals and networked attached devices.
  • Provide tier I response and resolution to user Help Desk tickets.
  • Escalate advanced or special needs Help Desk tickets to other appropriate IT staff or third-party vendors.
  • Deploy and troubleshoot PC’s, peripherals, and networked devices. 
  • Deploy and support VoIP phones, headsets, and software.
  • Assist in the completion of IT Daily, Monthly, Quarterly, and Annual tasks.
  • Assist in completing user setup requests for network and applications access. 
  • Identify and mitigate potential threats to the security or operation of systems and data.
  • Attend regular departmental and company-wide meetings.
  • Perform any other “IT” related tasks as assigned.

   

  Requirements:

  • Provide friendly and respectable customer service to our users/employees with the ability to interact with users in a professional and courteous manner, using effective oral, written and interpersonal communications skills.  Also, possess the ability to establish and maintain effective and cooperative working relationships with others including vendors.
  • Must have the ability and desire to keep up with the learning and supporting of the ever-changing array of IT applications, products, and equipment.
  • Ability to communicate clearly with IT Manager and other departments to ensure that the end-user’s interests and needs are known and met.
  • Must have experience with some combination of the following applications: Mac OS, Apple iOS, Android, Adobe products, MS Windows 10, O365 Pro Plus Suite, VoIP 3CX, Milestone.  Financial related applications such as; Keystone, Jwaala, Calyx Point, CFM Arca, Lending 360, DDS Cowww, Evolve, Wisdom, TRISMAbnote, CrowdStrike, ZIX, and Help Desk ticketing via SpiceWorks.
  • Must have general networking knowledge, cabling, sub netting. 
  • Ability to resolve such I.T. problems with the available resources provided.
  • A California Driver’s License with reliable transportation.

   

  Education & Experience:

  Possess one or more of the following.

  • CompTIA A+ Certifications.
  • Microsoft Certifications.
  • 2-3 years of related experience or education.

• MORTGAGE LOAN PROCESSOR

  Location: SANTA ROSA

   

  Position Summary:  Monitors the delinquent loan accounts and pending late payment reminders for consumer and real estate loans.  Keeps Loan Adjustment Manager informed regarding any necessary action to collect on those accounts, including repossession of any collateral.  Maintains and monitors all accounts that file bankruptcy.  Provides clerical assistance to the lending department.

   

  Major Duties and Responsibilities:

  • Contact delinquent members by telephone and mail to determine the reasons for delinquency and assist them in developing plans or payment arrangements to bring account to a current status.
  • Make recommendations on actions that should be taken if loan collateral is in jeopardy, including repossession.
  • Notify co-signers regarding status of delinquent loans.
  • Ensure automatic stay is honored on bankruptcy accounts.
  • Process CPI billing and refunds.
  • Interface with outside vendors when appropriate.
  • Assist Loan Adjustment Manager as needed, including filling in das needed.
  • Assist in auditing CUDL department.
  • Answer member service and loan queue calls.
  • Perform other duties and related tasks as assigned.
  • Attend regular departmental and company-wide meetings.

   

  Required Knowledge, Abilities, and Education:

  • Strong organizational and communication skills
  • Ability to use PC and operate in basic Microsoft Word & Excel documents
  • Excellent verbal, written, listening and negotiation skills
  • Ability to work effectively with all levels of the organization
  • Ability to handle delicate financial issues with members in an appropriate manner while trying to serve the best interest of the Credit Union and maintaining confidentiality
  • Ability to remain calm and focused in dealing with adverse situations
  • High school diploma
  • Two years customer service experience  

   

  Beneficial Education and Experience:

  • Prior experience in collection field and/or financial industry preferred
  • Knowledge of bankruptcy and collection laws favorable
  • Bilingual (Spanish) helpful

• MEMBER SERVICE REPRESENTATIVE

  Location: UKIAH

   

  Position Summary 

  Performs limited transactional duties with high degree of accuracy.  Maintains accurate transactional records.  Provides account information by phone, e-mail, or in person.  Knowledgeable on the full range of credit union products and services, including basic loan product information, in accordance with credit union policies and procedures

   

  Major Duties and Responsibilities 

  Member Service

  • Greet and welcome members to the credit union in a friendly, welcoming and timely manner; treating all credit union members, volunteers and employees with a cooperative attitude.
  • Address member requests knowledgeably and courteously, conveying trust and confidence with individualized attention to members.  Maintain up-to-date comprehensive knowledge on all credit union products and services that are handled or promoted by Tellers.
  • Perform services dependably and accurately, cross-selling, promoting, explaining CFCU products and services at every opportunity.  Includes basic knowledge of certificates, safe deposit boxes, debit and credit cards, on-line banking, bill pay, money orders, IRAs, consumer and mortgage loans (or ability to direct members to the appropriate person for specific information and assistance).
  • Maintain personal appearance, workstation, and manner of communication at the highest professional level according to CFCU  standards.

  Transaction Processing

  • Process share withdrawals, obtaining proper identification and signature verification.
  • Process share deposits, examining share drafts/checks for proper endorsements.
  • Process loan, mortgage, and credit card payments, and ensure payments matchbalances due.
  • Assist with mail or e-mail transactions when available.
  • Process cash advances and transfers.
  • Issue cashier’s checks and money orders.
  • Limited fee reversal according to credit union standards and procedures.
  • Place holds on accounts when necessary; according to CFCU guidelines.
  • Balance cash drawer nightly according to performance standards.  Research and resolve discrepancies.  Report any discrepancies to the supervisor/manager as necessary.

  Additional Duties

  • Process address changes.
  • Report malfunctions of any equipment used to supervisor/manager.
  • Maintain comprehensive, up-to-date knowledge on all related policies, and procedures, rules and regulations for the teller area, including robbery procedures.
  • Place appropriate share comments in computer system.
  • Perform file maintenance on accounts as necessary.
  • Assist branch manager with audits as requested.
  • Participate in training and continued education.
  • Perform other duties and related tasks as assigned.
  • Attend regular departmental and company-wide meetings.
  • Participate in Saturday rotation, minimum of one Saturday per month.

   

  Required Knowledge, Abilities, and Education

  • Excellent member service and communication skills including written, verbal and listening skills
  • Ability to interact effectively over the telephone and via e-mail.  Effectively communicate with difficult members
  • Ability to “travel” as needed to cover any location vacancies
  • Ability to work effectively and cooperatively with all levels of the organization
  • Good organizational skills, including ability to keep productive during slow times
  • Ability to use PC and operate in basic Microsoft Word and Excel documents
  • Knowledge of all CFCU products and services
  • High school diploma

   

  Beneficial Education and Experience

  • Bilingual (Spanish) is desired
  • Retail/cash handling experience is preferred

Somos una empresa con igualdad de oportunidades. Todos los solicitantes serán considerados para la posición de empleo sin prestar atención a su raza, color, religión, sexo, orientación sexual, identidad de género, origen nacional, veteranos o estado de discapacidad.