Teams at Raiz Federal Credit Union

Support mortgage operations by assisting processors and underwriters with ordering third-party items, pre-underwriting, uploading disclosures and audit documents, reviewing loan files for completeness and compliance, closing audit items, and preparing assessment reports while ensuring adherence to regulatory and credit union policies.

Designs, develops, delivers, and evaluates training programs across the credit union. Performs needs analyses, creates curriculum and materials, facilitates sessions, tracks training completion and gaps, and acts as a subject-matter resource for products, compliance, and team member development.

Leads community development initiatives, financial education workshops, and counseling programs. Builds partnerships with community organizations, manages scholarship and youth advisory programs, recruits volunteers, represents the credit union at events, and prepares community impact reports. The role also supports marketing events, communicates program outcomes to management, and ensures compliance with BSA and CIP requirements.