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Analyze borrower and guarantor financials, prepare credit recommendations and financial models, perform loan monitoring and reviews, assess creditworthiness, ensure regulatory compliance (BSA/OFAC/AML), support members and staff, and maintain accurate loan files and portfolio health.

Manage vault custody and inventory, receive/verify and balance cash and valuables, prepare outgoing orders, assist daily cash operations, ensure regulatory compliance (BSA/OFAC/AML), and support branch logistics and client communication.

Prepare and process background screening searches accurately and timely, respond to inquiries, maintain confidential consumer information, follow FCRA and other compliance requirements, complete required training and obtain PBSA FCRA Basic Certificate, and support team workflow and client communications.

Manage and grow commercial loan and deposit relationships by originating and underwriting business loans, conducting financial analysis and credit reviews, cross-selling products, monitoring portfolio performance, resolving delinquencies, ensuring regulatory and compliance adherence (BSA/OFAC/AML), and representing the credit union in the community.

Provide personalized financial advice and planning to credit union members, grow assets under management through business development, maintain client relationships, ensure regulatory compliance, collaborate with branches on sales and education, and support wealth team initiatives.

Process and investigate member disputed transactions, provide provisional credit and chargeback requests, follow regulatory compliance (BSA/OFAC/AML/Identity Theft Red Flags), maintain and update member and ledger records, prepare reports, file/scan documentation, cross-train teammates, and support team workflow while safeguarding sensitive information.