Credit Clerk evaluates and suggests creditworthiness of prospects and customers to decrease financial risk to the organization. Checks credit applications and grants approval within established guidelines for organizations or individuals. Being a Credit Clerk communicates with the customers and other departments to solve the credit problems. May negotiate terms of payment to assist with collection of overdue balances. Additionally, Credit Clerk requires a high school diploma or its equivalent. Typically reports to a supervisor or manager. The Credit Clerk possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. May require 0-1 year of general work experience. (Copyright 2024 Salary.com)
OVERVIEW
Union Pacific Streamliner Federal Credit Union (UPSFCU) is seeking a dynamic and experienced leader to join our credit union to serve as Credit Union Operations Manager. UPSFCU is a financial cooperative based in Omaha, NE with membership open to employees of Union Pacific Corporation and their families.
PURPOSE OF POSITION
Responsible for assisting the credit union President & Chief Executive Officer in the overall management of the credit union. As a member of the senior management team, responsible for ensuring financial stability and member satisfaction commensurate with the best interest of the members, the employees, and the credit union.
ESSENTIAL DUTIES & RESPONSIBILIES
Member Service Delivery
Manage transactional and member services across all service platforms: in-person, online/mobile, contact center, ATM and shared branch network. Coach credit union staff and coordinate services with third party partners.
Member Payment Solutions
Manage member payment solutions including debit, credit, ACH, and real-time/near real-term payment solutions. Coordinate services with third party partners and manage integration across member service platforms.
Financial Management
Assist the President/CEO with ongoing financial management of the credit union and liaison with third party partners.
Administration
Manage credit union and branch administrative needs; coordinate purchase of equipment and supplies; manage security and access to credit union systems. Assist with bond claims, audits and periodic NCUA exams.
Compliance Management
Responsible for ongoing review of laws and regulations that impact the credit union’s compliance requirements, with emphasis on the Bank Secrecy Act, OFAC and the Patriot Act. Provide and document required compliance training for staff and volunteers. Oversee various internal audits and assist in updating credit union policies & procedures. Prepare required regulatory submissions.
Information Technology
Work with third-party IT partners and core processor vendor to insure access to service platforms for staff and members onsite or remotely. Manage Business Continuity Plan with ongoing updates and periodic testing.
QUALIFICATIONS (Preferred)