Top Tech Jobs & Startup Jobs

Provides clerical and administrative support for the Westmark Investment Services Program. Responsibilities include scheduling appointments, preparing client correspondence, processing account maintenance transactions, managing referral tracking in Redtail CRM, coordinating seminars, assisting clients with online access, conducting follow-up calls, and maintaining accurate client records. The role requires organization, professionalism, attention to detail, communication skills, and proficiency with office software and client management systems.

Coordinates onboarding and implementation of business banking services, including ACH, Positive Pay, online banking, wire origination, user administration, and business debit cards. Reviews documentation, monitors implementation timelines, conducts member training, provides ongoing support, maintains records, and escalates complex or compliance-related issues. Collaborates with relationship development, lending, operations, compliance, digital banking, branches, and service providers while supporting process improvements and regulatory adherence.

Coordinates onboarding and implementation of business banking services, including ACH, Positive Pay, online banking, wires, user administration, and debit cards. Reviews documentation, tracks implementation timelines, trains business members, provides routine support, maintains records, and collaborates with lending, compliance, operations, digital banking, and branch teams. Ensures adherence to CIP/BSA requirements, escalates issues, and supports process improvements and ongoing business service maintenance.

Leads recruiting and onboarding activities for the credit union, including sourcing candidates, managing job postings, reviewing applications, conducting interviews, coordinating background checks and offers, and maintaining applicant records. Partners with hiring managers to develop recruitment plans, ensure employment-law compliance, support new-hire orientation, and improve candidate and employee experiences. Provides additional HR support as needed.

Supports commercial lending portfolio monitoring through loan reviews, financial data entry, preliminary financial spreads, covenant and documentation tracking, reporting, and digital loan file maintenance. Coordinates with loan officers, credit analysts, and borrowers, assists with new credit requests and renewals, and helps maintain compliance with lending policies and regulatory standards.