Jobs at Wellby Financial

Proactively engage members via high-volume outbound outreach to uncover financial needs, recommend lending and deposit solutions, originate home equity loans/HELOCs, complete compliant applications, and deepen long-term relationships to drive branch revenue.

Lead strategic direction and execution of the credit union's wealth management, financial planning, and retirement programs. Hire, coach, and mentor financial advisors to drive growth, profitability, and compliance. Partner with technology, marketing, and channel leaders to optimize platforms and delivery, manage relationships with LPL brokerage, and monitor performance metrics to ensure member-focused advisory services.

Manage moderately complex strategic projects end-to-end: plan schedules, assign resources, coordinate cross-functional teams, vendors, and clients; monitor KPIs, mitigate risks, facilitate meetings, manage stakeholder communications, maintain documentation, and support change management to deliver outcomes on time and within budget.

Provides part-time, entry-level accounting support including daily and month-end balance sheet reconciliations, reviewing account activity, researching variances, preparing routine journal entries, maintaining organized records, assisting with audits, and collaborating with team members to resolve inquiries and complete assigned tasks.

Provide administrative, operational, and logistical support for onboarding, leadership development, retail training, and enterprise learning events. Coordinate scheduling, communications, room/catering/tech logistics, LMS course setup and reporting, maintain training materials and records, support budget tracking, surveys, and cross-functional L&D projects to enhance employee development and program effectiveness.

Lead accounting department operations including month-end close, general ledger integrity, financial and regulatory reporting, internal controls, audits, staff supervision, process improvement, and support budgeting and forecasting for a credit union.

Manage end-to-end consumer loan lifecycle: verify documentation pre-funding, conduct QA audits, coordinate with underwriting/retail, disburse loan proceeds, process titles and UCC-1 filings, resolve inquiries, maintain loan records, and support cross-functional process improvements.

Drive branch revenue by proactively engaging members, conducting financial discovery, and originating home equity lending (HELOC/loans). Perform high-volume outbound outreach, consultative selling, complete compliant loan applications, and deepen member relationships while maintaining required registrations and certifications.

Senior Accountant responsible for complex general ledger accounting, loan and investment accounting, mortgage secondary market activities, reconciliations, and month/end close. Ensures GAAP and regulatory compliance, supports audits, maintains financial statements and reporting, improves controls and automation, and serves as subject-matter expert and supervisor for assigned accounting functions.

Administer and optimize the HubSpot ecosystem across Marketing, Sales, Service, and Operations. Lead implementations, manage data integrity, build workflows/automations, integrations, reporting, and custom events/datasets. Drive adoption, train users, troubleshoot issues (including after-hours), and collaborate with cross-functional teams to align sales and marketing processes and performance metrics.

Proactively engage members via high-volume outbound outreach to uncover financial needs, recommend advisory lending and deposit solutions, and originate home equity loans/HELOCs. Complete compliant applications, resolve issues, meet branch production targets, and maintain NMLS registration and FiCEP certification while delivering high-quality member service.

Provide personalized financial planning and investment advice to credit union members, assess financial situations, develop strategies to meet goals, monitor plan performance, educate members and staff, drive cross-selling and integration initiatives, and maintain industry knowledge and necessary licenses.