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Job SummaryOur Repossession Specialist is an integral individual contributor with a passion for connecting and problem-solving with our members while protecting the integrity and interest in all Credit Union loans. Our Repossession Specialist plays a critical role in preserving the credit union's assets by assigning auto loans for repossession and liquidating collateral after repossession, managing vendor relationships with Third Party repossession and auction companies, and focusing on reducing loan losses.Essential Functions<ul><li>Responsible for handling auto repossessions and liquidations.</li><li>Assigns auto loans for repossession to Third Party Repossession Vendors.</li><li>Monitors loans out for repossession to ensure collateral is recovered timely. </li><li>Communicates with borrowers to resolve loans out for repossession or after repossession.</li><li>Sends appropriate letters at time of repossession and liquidation.</li><li>Determines when repossessed collateral will be sold at auction.</li><li>Provides approved list of collateral to auction vendors to be sold at auction.</li><li>Documents results from the auction and applies proceeds to the loan.</li><li>Communicates regularly with repossession and auction vendors.</li><li>Maintains accurate reporting and provides monthly reports.</li><li>Maintains accurate records of collection efforts by documenting actions in the collection system.</li><li>Exercises sound judgment, initiative, and tact during communication with members, outside agencies, and other internal employees.</li></ul>Knowledge, Skills, and Abilities<ul><li>Professional, high-quality service to members.</li><li>Strong verbal and written communication skills.</li><li>Knowledge of laws and regulations within the collection field. </li><li>Knowledge and experience in repossessions and liquidations.</li><li>Contribute to a sense of teamwork and purpose within the department. </li><li>Initiate operational efficiencies.</li><li>Compliance with all security and confidentiality policies and procedures.</li><li>Manages time and resources to ensure all work is completed accurately and on schedule.</li><li>Effective verbal and written communication skills and ability to document procedures.</li><li>Independently identify, analyze, and resolve member issues.</li><li>Understanding of credit union operations, procedures, and applicable regulations.</li><li>Highly organized and able to multi-task effectively.</li></ul>Qualifications<ul><li>High School Diploma or equivalent required. </li><li>2 years of work experience in a financial institution. </li><li>3+ years of collection experience.</li><li>1+ years of repossession and liquidation experience. </li><li>Knowledge of FDCPA guidelines required.</li></ul>At OnPoint, we believe a workplace that reflects the richness of the world fosters a welcoming and empowering environment for everyone. We're committed to equity and inclusion, and consider all qualified applicants embracing every race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and your unique background.We encourage you to apply if you're passionate about this opportunity and have the core qualifications. Your unique experiences and skills are what make you a strong candidate. Don’t let imposter syndrome hold you back! Our recruitment process is designed to be inclusive and accessible to all. If you need any accommodations during the application or interview stage, please let us know. We're dedicated to providing what's necessary to ensure a fair and inclusive experience.

OnPoint Community Credit Union

Repossession Specialist

OverviewThe Director, Marketing Operations will be a strategic partner to the Chief Marketing Officer, collaborating and implementing the credit union's overall marketing strategy, optimizing marketing operations and infrastructure, helping drive organizational growth through creative, attention-getting, and results-oriented marketing initiatives, and improving efficiency while ensuring that marketing efforts align with company goals and contribution to overall success. The Director, Marketing Operations will also play a vital role in supporting the Marketing team and OnPoint’s primary business units with valuable insights, resources, and tools. The Director of Marketing Operations aims to make the marketing processes as frictionless as possible by aligning and optimizing various processes and systems to reduce inefficiencies and improve workflow while ensuring alignment with the overall marketing strategy.Essential Functions<ul><li>Provide direction and oversight of the Marketing Leadership Team, including ensuring the coordination and delivery of project briefs, industry analysis and insights, and other essential marketing support. </li><li>Develop and improve interdepartmental processes, focusing on improving efficiencies, managing marketing operations functions, streamlining communication between teams, and managing the complexities of multiple ongoing projects. </li><li>Partner with the Marketing Leadership Team and be an additional contact between marketing and stakeholders to understand lines of business needs and align requests with the marketing team’s workflow and overall marketing strategy. </li><li>Ability to understand and articulate the value of marketing efforts for various business lines and correlate with marketing budgets. </li><li>Manage vendor contracts and overall marketing budget; track, manage and oversee Marketing Team expenses, and provide monthly budget reconciliation reports.</li><li>Implement and oversee controls to ensure reconciliation of invoice approvals.</li><li>Partner with lines of business in product development investments to identify areas of improvement. </li><li>Partner with the Performance Marketing team to coordinate regular delivery of marketing ROI reports for management. Communicate ROI, analysis, and marketing results to stakeholders and management. </li><li>Blend project management principles with data-driven marketing to deliver high-quality initiatives on time and on budget. </li><li>Ensure processes are designed, documented, understood, and followed and work to simplify systems and process.</li><li>Lead and mentor the marketing team, providing clear direction, fostering a collaborative environment, and organizing meetings for leadership and teams. This will include meeting preparation, tracking, and follow-up with team members. </li><li>Work with all parts of the Marketing Team to help bridge the gap between collecting data and effectively presenting it to line-of-business stakeholders, the Marketing Team, and OnPoint leadership. </li><li>Collaborate with the CMO and Marketing Leadership Team to create marketing strategies and initiatives that resonate with consumers and financial professionals, strengthen brand loyalty, and drive business growth.</li></ul>Knowledge, Skills &amp; Abilities<ul><li>Great leadership skills with a proven ability to work in a team environment</li><li>Familiarity and experience with a wide range of data, marketing technology, marketing automation, and analytics. Preferred experience with Marketo, PowerBI, and Monday.com.</li><li>Experience fostering interdepartmental team processes for improved efficiency, managing marketing operations functions, aligning communication pathways between teams, and managing the complexities of multiple ongoing projects. </li><li>Strong analytic skills to evaluate the effectiveness of campaigns. </li><li>In-depth knowledge of CRM software and content management systems</li><li>Excellent written and verbal communication skills.</li><li>Proven track record of project management and strong attention to detail, with strong strategic decision-making and problem-solving skills.</li><li>Desire to stay current on the latest marketing strategies and best practices.</li></ul>Qualifications<ul><li>Bachelor’s degree in Marketing, Communications, or related field</li></ul><ul><li>Minimum 7 years of experience managing a cross-functional marketing team, including marketing project and/or traffic management </li><li>Minimum 5 years of experience as a liaison between the marketing function and lines of business, either with internal stakeholder management or agency relationship management</li><li>Minimum 5 years of experience in cross-functional marketing budget management, ROI analysis, and management reporting of information</li><li>Minimum 7 years of experience in marketing strategy and implementation experience</li><li>Banking/Financial Institution marketing experience preferred.</li></ul>At OnPoint, we believe a workplace that reflects the richness of the world fosters a welcoming and empowering environment for everyone. We're committed to equity and inclusion, and consider all qualified applicants embracing every race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and your unique background.We encourage you to apply if you're passionate about this opportunity and have the core qualifications. Your unique experiences and skills are what make you a strong candidate. Don’t let imposter syndrome hold you back! Our recruitment process is designed to be inclusive and accessible to all. If you need any accommodations during the application or interview stage, please let us know. We're dedicated to providing what's necessary to ensure a fair and inclusive experience.

Director, Marketing Operations

Job SummaryOnPoint Community Credit Union is partnered with Raymond James Financial Services, Inc., one of the leading Broker/Dealers in the country. Together we have a commitment to provide an exceptional client experience to support and build a successful investment program by assisting members to make sound investment and financial planning choices. We pride ourselves on our high standard of service, collaborative team environment and strong member commitment.&nbsp; We tailor our approach in meeting unique needs of our clients with an emphasis on personalized goals-based planning which has resulted in steady growth and expansion in our exceptional member base. Financial Advisors at OnPoint address and assess future financial and investment needs of our members and are detail oriented and possess a strong desire to advance professionally with an experienced and motivated team.Essential Functions<ul><li>Network, serve and build relationships with new and existing financial planning &amp; investment clients</li><li>Assess clients’ short term and long term investment needs.</li><li>Advise clients on investment strategies and other financial decisions</li><li>Prepare presentations that recommend various financial products</li><li>Review and communicate portfolio performance to clients</li><li>Prepare and update financial plans based on client circumstance.</li><li>Develop and enhance referral relationships both within and outside financial organization</li><li>Develop best practices and systematized processes by using comparative industry analytics, profitability, and strategic planning tools</li><li>Participate in local groups and presentation opportunities as appropriate.</li><li>Proactively refer additional Credit Union products and services in alignment with strategic organization goals.&nbsp; Support all branch product and campaign launches.</li><li>Stay current on industry news, regulations, planning resources, product features and offerings.</li><li>Complete any required continuing education in a timely manner and maintain all required active securities and other industry licenses.</li><li>Follows all rules and regulations set forth by the Credit Union, FINRA, SEC, and the broker/dealer.</li></ul>Knowledge, Skills &amp; Competencies<ul><li>Experience creating a comprehensive financial strategy, assessing needs, identifying, and recommending financial solutions.</li><li>In-depth knowledge of investment products and financial planning services </li><li>Experience with financial planning software, Money Guide Pro, preferred</li></ul><ul><li>Excellent written, verbal, and presentation communication skills</li><li>Strong technology and computer skills</li></ul><ul><li>Strong work ethic, dedicated, results-driven, and highly goal oriented.</li></ul><ul><li>Strong presence: ability to present oneself assertively, convincingly, and with confidence to establish credibility and respect with others</li><li>Strong analytical and critical thinking skills and ability to make decisions that exercises prudent judgment.</li></ul><ul><li>A true team player and collaborator, translating knowledge and experiences into solid productive relationships internally and externally with demonstrated ability to cultivate effective&nbsp; revenue generating partnerships</li><li>A respected business partner who adds value to the broader team and can diplomatically handle conflict; </li><li>Excellent time management and organizational skills to manage multiple high level tasks/projects at once</li></ul>Qualifications<ul><li>Required:<ul><li>FINRA Series 7, 63and 65 or 66 Licenses </li><li>State Life &amp; Health Insurance license </li><li>Minimum three years’ experience in financial services (i.e. Investments, Banking, or other related field)</li><li>Successful completion of background checks and pre-employment assessments</li><li>Current State Driver’s License</li></ul></li><li>Preferred<ul><li>Four year degree desired, preferably in business related field</li><li>Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), or other investment industry designations or certifications, desired</li><li>Experience working in a bank or credit union</li></ul></li></ul>Physical Requirements<ul><li>Prolonged periods of sitting at a desk and working on a computer.</li><li>Must be able to lift up to 15 pounds at a time.</li></ul>Securities and investment advisory services are: Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. OnPoint Community Credit Union and OnPoint Investment Services are not registered broker/dealers or registered investment advisers, and are independent of Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc.At OnPoint, we believe a workplace that reflects the richness of the world fosters a welcoming and empowering environment for everyone. We're committed to equity and inclusion, and consider all qualified applicants embracing every race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and your unique background.We encourage you to apply if you're passionate about this opportunity and have the core qualifications. Your unique experiences and skills are what make you a strong candidate. Don’t let imposter syndrome hold you back! Our recruitment process is designed to be inclusive and accessible to all. If you need any accommodations during the application or interview stage, please let us know. We're dedicated to providing what's necessary to ensure a fair and inclusive experience.

Financial Advisor

OverviewThe Card Services Specialist is responsible for providing support to internal and external members on all debit card maintenance related inquiries. This position is responsible for working OnPoint ATM disputes, problem-solving, providing solutions and education for staff and members, processing card maintenance requests, and have a firm understanding of debit card systems, including vendor platforms. The Card Services Specialist 1 will have a comprehensive understanding of Credit Union policies and procedures, ATM/POS, and all debit card services provided by the Card Services department in order to assist members and staff with their inquiries and responsibilities.Responsibilities<ul><li>Responsible for the resolution of daily inquiries relative to debit cards, including direct member inquiries or those on behalf of Member Services or Branch personnel. </li><li>Exemplifying best in class service while providing education to our internal and external members.&nbsp;</li><li>Work appropriate and timely handling of OnPoint ATM disputes and research, and ensures chargebacks are filed according to regulations. </li><li>Oversees card reissue cycles, the ordering, cancelling, and inventory maintenance of credit/debit and ATM cards, and security of the same. </li><li>Evaluate debit velocity limit restrictions with staff and members, and discuss criteria required to increase limits.</li></ul>Additional Responsibilities<ul><li>Contribute to a sense of teamwork and purpose within the department through collaboration and making informed recommendations/decisions.</li><li>Provide professional, high-quality service to our members and all fellow employees.</li><li>Provide ideas and input for increasing operational efficiencies by streamlining processes and/or recognizing inefficient use of time/effort and outdated tasks. </li><li>Effective time management and prioritization of tasks and assignments.&nbsp;</li></ul>Knowledge, Skills, and Abilities<ul><li>Effective verbal and written communication skills, ability to clearly document changes in procedures</li><li>Solid understanding of financial institution operations policies, procedures and applicable regulation</li><li>Ability to make decisions in circumstances that may not be well defined; being adaptive when necessary</li><li>Collaborative team-mentality combined with critical thinking; empowered to provide input</li></ul>Requirements<ul><li>Education: High School diploma or equivalent required</li><li>40 hours per week</li><li>Tuesday - Saturday work schedule</li><li>Hybrid role</li></ul>HoursMonday to Friday from 8:30 am to 5:30pm or 9:15 am to 6:15 pmEventual Saturdays.&nbsp;At OnPoint, we believe a workplace that reflects the richness of the world fosters a welcoming and empowering environment for everyone. We're committed to equity and inclusion, and consider all qualified applicants embracing every race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and your unique background.We encourage you to apply if you're passionate about this opportunity and have the core qualifications. Your unique experiences and skills are what make you a strong candidate. Don’t let imposter syndrome hold you back! Our recruitment process is designed to be inclusive and accessible to all. If you need any accommodations during the application or interview stage, please let us know. We're dedicated to providing what's necessary to ensure a fair and inclusive experience.#LI-Hybrid

Card Services Specialist I

OverviewYou’re a people person who loves one-to-one interactions. Assisting in leading a dynamic team of dedicated individuals into a successful future keeps your wheels turning. You strive to build professional relationships—to help others realize their financial dreams. As an OnPoint Assistant Branch Manager, you will be the face of OnPoint in the community, working alongside the Branch Manager to meet and exceed established sales goals and service standards. We provide competitive pay; 100% paid premiums for employee medical, dental and vision; a generous vacation package; 401k matching; tuition reimbursement and more! OnPoint is growing, and we are looking for someone like you to join us.Responsibilities<ul><li>Supervises and coaches teams on the proper behaviors, sales techniques, and service expectations while modeling the same.&nbsp;</li><li>Actively promotes teamwork by working closely with the Branch Manager to ensure support and consistent communication of current/new policies, procedures, and sale/service objectives.</li><li>Spends a majority of time on the sales floor leading from the lobby, by greeting members, directing them to appropriate staff, ensuring the member’s needs are met, and practicing active coaching with staff.</li><li>Demonstrates good analytical skills, judgment and decision-making in lending/operations support and in the supervision of all staff.</li><li>Manages difficult situations with members providing appropriate information and sound advice.&nbsp;</li><li>Supervises the activities of staff to include scheduling, coaching, staff goal achievement, and developmental activities, to include completing individual observation forms weekly/monthly.</li><li>Provides back-up assistance to any area of the branch in need to provide exceptional member service.&nbsp;&nbsp;&nbsp;&nbsp;</li><li>Actively participates in the planning, scheduling, leading and evaluation of effective weekly branch meetings.</li><li>Provides daily/active coaching and training of all staff as outlined in each individual's development plan.</li><li>Ensures completion of regulatory compliance and training as outlined in the security manual/log (in conjunction with Branch Security Liaison), to include proper cash management of branch.&nbsp;</li><li>Provides input to the Branch Manager on performance appraisals and participates with the Branch Manager in conducting a performance review with the employee.&nbsp;</li><li>Performs any additional duties as required by the Branch Manager for the overall operation, to include managing branch in Branch Manager’s absence.</li></ul>Knowledge, Skills &amp; Abilities<ul><li>Models excellent sales and member service behaviors and able to coach others in this area.</li><li>Demonstrated understanding of the correlation between sales &amp; service.</li><li>Demonstrates leadership skills to support, lead and motivate others to perform their best.</li><li>Demonstrates high level of member service, professionalism, sales, problem solving, organization, motivation to accomplish defined goals, and self-management skills.</li><li>Able to coordinate a variety of assignments simultaneously and prioritize work.</li><li>Able to work effectively as part of a team with strong interpersonal communication skills.</li><li>Able to be self-directed and function under limited supervision.</li></ul>Job Qualifications<ul><li>Completion of high school education (diploma or GED) required.&nbsp;</li><li>Some college courses in business or accounting preferred.&nbsp; Experience may be substituted for college education.</li><li>3-5 years branch operations, lending and branch member service experience required.</li><li>Strong background in lending and building full member relationships and has a thorough knowledge of branch operations.</li><li>1-2 years supervisory experience or demonstrated ability to supervise and promote teamwork strongly preferred.</li></ul>At OnPoint, we believe a workplace that reflects the richness of the world fosters a welcoming and empowering environment for everyone. We're committed to equity and inclusion, and consider all qualified applicants embracing every race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and your unique background. We encourage you to apply if you're passionate about this opportunity and have the core qualifications. Your unique experiences and skills are what make you a strong candidate. Don’t let imposter syndrome hold you back! Our recruitment process is designed to be inclusive and accessible to all. If you need any accommodations during the application or interview stage, please let us know. We're dedicated to providing what's necessary to ensure a fair and inclusive experience.&nbsp;#LI-Onsite

Assistant Branch Manager - Bend Downtown

Overview At OnPoint Community Credit Union, we're dedicated to making our members' financial dreams a reality and fostering a positive work environment. As a Management Trainee in Retail Banking, you'll play a pivotal role in achieving both of these goals. Our branches are the heart of our credit union, and we rely on our branch managers to lead and motivate their teams to excel in sales, service, and operations. In this training role, you'll gain valuable experience and develop the skills necessary to become a successful Manager. You'll work closely with experienced Branch Managers, learning best practices, honing your leadership abilities, and gaining a deep understanding of our credit union's culture and values. Responsibilities<ul><li>Learn and Develop: Gain knowledge of our products, services, and operations. Develop your leadership skills, including coaching, mentoring, and motivating team members.</li><li>Assist Branch Manager: Support the Branch Manager in daily operations, including sales, service, and compliance.</li><li>Participate in Training Programs: Complete specialized training programs to enhance your knowledge and skills.</li><li>Shadow Branch Managers: Observe Branch Managers in action and learn from their experiences.</li><li>Sales and Service: Develop and maintain a strong sales culture within the branch, utilizing various management tools and techniques to achieve sales and service goals.</li><li>Team Leadership: Lead, coach, and develop branch staff to ensure they meet performance expectations and contribute to the branch's success.</li><li>Compliance: Ensure that branch staff adheres to all credit union policies, procedures, and regulatory requirements.</li><li>Financial Management: Manage the branch budget to achieve deposit and loan growth, income/expense targets, and loss prevention goals.</li><li>Lending Expertise: Demonstrate strong lending skills by adhering to credit union guidelines and ensuring quality lending practices.</li><li>Teamwork: Foster a collaborative environment by working closely with the Assistant Branch Manager and Branch Operational Supervisor to ensure consistent communication and support.</li><li>Staff Development: Provide ongoing training and development opportunities for branch staff to enhance their skills in sales, service, operations, and compliance. Identify and cultivate potential leaders within the team.</li></ul>Knowledge, Skills, and Abilities<ul><li>Strong customer service and sales management skills</li><li>Excellent written and oral communication skills</li><li>Proven leadership and management abilities</li><li>Ability to lead and work effectively as part of a team</li><li>Strong interpersonal communication skills</li><li>Self-directed and able to function under limited supervision</li></ul> Qualifications<ul><li>5+years previous banking or credit union experience to include 2 years of supervisory experience</li><li>Bachelor's degree in business or equivalent experience</li><li>Strong customer service and communication skills</li><li>Desire to develop leadership skills</li><li>Positive attitude and willingness to learn</li></ul> By joining our Manager Trainee – Retail Banking, training program, you'll have the opportunity to launch a rewarding career in the financial services industry. You'll work in a supportive and collaborative environment and gain the skills and experience needed to become a successful Branch Manager.At OnPoint, we believe a workplace that reflects the richness of the world fosters a welcoming and empowering environment for everyone. We're committed to equity and inclusion, and consider all qualified applicants embracing every race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and your unique background.We encourage you to apply if you're passionate about this opportunity and have the core qualifications. Your unique experiences and skills are what make you a strong candidate. Don’t let imposter syndrome hold you back! Our recruitment process is designed to be inclusive and accessible to all. If you need any accommodations during the application or interview stage, please let us know. We're dedicated to providing what's necessary to ensure a fair and inclusive experience.&nbsp;

Management Trainee - West Side

OverviewWe’re in the financial services industry, but we’re not a bank. We’re in the “people” business. Inspired by the credit union philosophy of “people helping people,” we’ve developed a strong and growing tradition of investing in our employees, our members and our community.OnPoint is the largest community owned credit union in Oregon – and we’re growing! Our growth provides great opportunities for you to reach your personal and professional goals. We value enthusiasm, commitment to outstanding performance and providing opportunities to truly make a difference. We invite you to explore and grow your career with us!Responsibilities<ul><li>Responsible for exceptional member service to include eye contact, welcome greeting, thanking the member by name, interest and willing to help, energy in body language and tone, friendly comments and ensuring members needs are fulfilled.</li><li>Performs and documents over the counter transactions as identified in the teller habit pattern.</li><li>Understands and determines acceptability of negotiable items and member identification.</li><li>Identifies and addresses member questions and concerns to offer solutions.</li><li>Listens for clues in order to identify cross-sale opportunities. Refers to appropriate staff members or opens product/service as appropriate.</li><li>Assists with lobby management traffic to ensure members are being helped in a timely manner and feel welcome.</li><li>Keep informed on up-to-date financial services and tools offered by Credit Union and educate members of new services and tools available to them.</li><li>Maintains cash drawer and balances within guidelines established by Credit Union.</li><li>Able to assist or lift 50-pound bags of coin. Stands for extended periods of time as required (up to four hours at a time).</li><li>Performs any additional duties as required by the Management Team.</li></ul>Knowledge, Skills &amp; Abilities:<ul><li>Ability to coordinate a variety of assignments simultaneously and prioritize work.</li><li>Ability to work effectively as part of a team and individually to consistently meet and exceed set goals determined by the Credit Union.</li><li>Proficient in counting cash, arithmetic, ten-key and basic computer skills.</li><li>Demonstrates a high level of member service, sales, interpersonal communication skills, problem solving, motivation to accomplish set goals, organization and self-management skills.</li></ul>Additional Information:Hours of Operations: Monday - Friday 9 AM - 6 PM, Saturdays 9 AM - 3 PMStarting Pay: $22.00 per hour with no previous banking experience!This OnPoint branch is located inside a Fred Meyer or Safeway store. Our employees that work at an in-store location receive a 10% In-store Differential. This means you will receive a premium of 10% on top of all hours paid! Please be aware that this differential is subject to change or dissolution at any time.See what it is like to be a Teller at OnPoint: <a href="https://onpointcu.wistia.com/medias/saqp52d262&amp;nbsp" target="_blank">https://onpointcu.wistia.com/medias/saqp52d262&amp;nbsp</a>;At OnPoint, we believe a workplace that reflects the richness of the world fosters a welcoming and empowering environment for everyone. We're committed to equity and inclusion, and consider all qualified applicants embracing every race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and your unique background.We encourage you to apply if you're passionate about this opportunity and have the core qualifications. Your unique experiences and skills are what make you a strong candidate. Don’t let imposter syndrome hold you back! Our recruitment process is designed to be inclusive and accessible to all. If you need any accommodations during the application or interview stage, please let us know. We're dedicated to providing what's necessary to ensure a fair and inclusive experience.

(INSTORE) Teller - Orchards

Management Trainee - Central West Side

OverviewAs a primary point of contact, this position supports the credit union’s mission through effective sales and service, targeted business development efforts and community involvement. The Commercial Relationship Manager (CRM) is responsible for developing and managing business relationships in accordance with OnPoint Credit Union’s core values and prescribed sales process in an assigned area. Primary focus is establishing and maintaining loan, fee and deposit production, while managing a medium-large portfolio of business relationships.ResponsibilitiesSales<ul><li>Develop &amp; implement a business lending sales plan to achieve monthly sales and profitability objectives outlined in the Credit Union’s sales program expectations. </li><li>Identify needs and sell all credit union products to broaden and deepen relationships with members and prospects, adhering to the Credit Union’s prescribed process. </li><li>Develop and utilize centers of influence to help generate referrals.</li></ul>Portfolio Management<ul><li>Manage a portfolio of larger business credits and provide financial solutions that address member needs. </li><li>Maintain high level of product knowledge to enable the sale of loans, deposit and business services products, and the referral of retail and wealth products. </li><li>Prepare credit packages for review and approval by credit partners. </li><li>Perform loan servicing duties to ensure conformity with loan terms and conditions. </li><li>Assist in collection of loan delinquencies in a timely manner. </li><li>Interview loan applicants and originate loans for centralized approval. </li><li>Recommend appropriate denied loans for exception approval.</li></ul>Risk Mitigation/Compliance<ul><li>Monitor portfolio performance take action necessary to ensure compliance with goals/standards for watch list credits, charge offs, loan documentation exceptions, loan servicing expectations and CRA activity. </li><li>Escalate problem loans as needed. </li><li>Complete all required compliance and credit training and adhere to all compliance policy. </li></ul>Partnerships<ul><li>Maintain a productive working relationship with Business Lending Colleagues and other Credit Union Divisions, bringing sales partners into client relationships as needed to manage the total financial services for our members and prospects. </li></ul>&nbsp;Community<ul><li>Represent OnPoint in various civic and community functions to further enhance the Credit Union’s image and development of additional business.</li></ul>Qualifications<ul><li>Extensive prior sales and prospecting experience to include development and review of financial portfolios with business members. </li><li>Experience in a financial sales and/or banking sales role where acquiring and managing relationships has been critical to your success.</li><li>College degree preferred</li><li>Must have a proven track record of credit/lending sales experience meeting sales quotas.</li><li>Must have demonstrated ability to build a portfolio through strong business development skills. </li><li>Ability to lead/conduct meetings with Business Members with guidance and direction for their lending needs. </li><li>Knowledge of finance and of consumer lending, including the processes to achieve solid underwriting decisions. </li><li>Demonstrated knowledge and experience with Focus XP or similar operating system.</li><li>A track record of demonstrated credit/lending sales experience strongly desired.</li></ul>Position Requirements<ul><li>Bachelor degree with a min. of 3 years of experience in business lending (commercial/ business banking, commercial real estate). -Or- High school diploma or GED with a minimum of 7 years experience in (commercial/ business banking, commercial real estate).</li></ul>OnPoint Community Credit Union is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Commercial Relationship Manager II/III - Bend, Salem, Eugene, and Vancouver

Overview The role of Collections Specialist focuses on the areas of consumer loans, PLOCs and credit cards (early and late stage collections). The Collections Specialist supports the Collections team through unparalleled service to members and to teammates. Assists in the ongoing support of workflow within the department and acts as a point of contact within a specific area of Collections for Consumer Loans, PLOCs or Credit Cards. Effectively utilizes resources to consistently provide outstanding service to members, branches and other departments. Demonstrates a service philosophy of owning issues through completion and exceeding service level expectations in every interaction, to arrive at the best solutions for the membership.&nbsp;Responsibilities<ul><li>Must be a self-starter and strongly motivated to develop thorough cross-training in multiple areas of Collections.</li><li>Works effectively in a team environment.</li><li>Acts as a liaison with members and outside agencies for questions or issues pertaining to past-due loans or negative balance accounts, and takes appropriate action with the approval of management.</li><li>Documents contacts with members accurately and completely to provide continuity in conversations and protection for OnPoint.</li><li>Accomplishes assignments and projects with general supervision and within tight deadlines.</li></ul>Essential Functions <ul><li>Analyze and apply sound collection techniques to reduce delinquencies and negative account balances. </li><li>Maintain accurate records of collection efforts by documenting actions in the collection systems. </li><li>Takes appropriate action as primary point of contact with members and outside agencies. </li><li>Exercises good judgment, initiative and tact during communication with members, outside agencies and other internal employees.&nbsp;</li></ul>Knowledge, Skills and Abilities<ul><li>Provide professional, high-quality service to members.</li><li>Knowledge of laws and regulations within the collections field</li><li>Knowledge of fiduciary and membership needed in order to audit documentation for accuracy.</li><li>Contribute to a sense of teamwork and purpose within the department.</li><li>Initiate operational efficiencies.</li><li>Compliance with all security and confidentiality policies and procedures.</li><li>Manages time and resources to ensure all work is completed accurately and on schedule.</li><li>Effective verbal and written communication skills, ability to document procedures.</li><li>Independently identify, analyze, and resolve member issues.</li><li>Understanding of credit union operations, procedures and applicable regulations.</li><li>Highly organized and ability to effectively multi-task.</li></ul>Qualifications<ul><li>High School Diploma or equivalent required.</li><li>Minimum of one year of successful work experience in a financial institution.</li><li>Knowledge of FDCPA guidelines strongly desired.</li><li>Strong verbal and written communication skills.</li><li>Prior collections experience preferred.</li></ul>At OnPoint, we believe a workplace that reflects the richness of the world fosters a welcoming and empowering environment for everyone. We're committed to equity and inclusion, and consider all qualified applicants embracing every race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and your unique background.We encourage you to apply if you're passionate about this opportunity and have the core qualifications. Your unique experiences and skills are what make you a strong candidate. Don’t let imposter syndrome hold you back! Our recruitment process is designed to be inclusive and accessible to all. If you need any accommodations during the application or interview stage, please let us know. We're dedicated to providing what's necessary to ensure a fair and inclusive experience.&nbsp;

24 OnPoint Community Credit Union Jobs