Teams at Monterra Credit Union

Manages the corporate front desk and lobby while supporting Employee Experience operations, including meetings, events, benefits administration, recruiting tasks, employee communications, training coordination, onboarding, HR systems, records, supplies, and engagement programs. Provides administrative support, maintains accurate reports and employee information, coordinates vendors and deliveries, and assists with executive support and general office operations.

Processes and evaluates consumer loan applications across phone, email, chat, text, digital, and mail channels. Reviews documentation, recommends approvals or denials, communicates decisions and funding requirements, performs loan calculations, manages pipelines, funds loans, maintains member records, and ensures compliance with lending policies and regulations. Provides member service, cross-sells financial products, assists with membership applications, and supports workflow improvements.

Provides branch-based financial services to credit union members, including account opening, loan processing, cash handling, transaction support, product recommendations, and regulatory compliance. Builds community relationships and supports business development while cross-serving deposit, lending, investment, and other financial products. Maintains accurate cash reserves and negotiable items, exercises judgment to meet member needs, and delivers personalized financial education and service.