Earthmover Credit Union Jobs

Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Your Qualifications: 2+ years of instilling trust and building client relationship within the finance industry Series 65 (we will help you obtain upon starting) Bachelor's degree or equivalent work experience A thoughtful consultative approach with an emphasis on client focus Compensation: $85,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience. Eligible for a discretionary bonus based on firm and individual performance Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

TITLE: CONTACT CENTER MEMBER SERVICE REPRESENTATIVE II STATUS: NON-EXEMPT REPORT TO: MSCC SUPERVISOR DEPARTMENT: MEMBER SERVICE CONTACT CENTER PAY SCALE: $21.50 HOURLY GENERAL DESCRIPTION: This Member Service Representative II is an energetic and goal-oriented individual who has a passion for service excellence; providing exceptional service, utilizing effective call handling techniques to create a positive and memorable experience. The MSR II responds accurately to member inquiries by telephone in English and Spanish languages (if certified). The MSR II effectively navigates software applications and simultaneously works on multiple screens while resolving member concerns. The ideal candidate will proactively engage members to achieve their financial goals in a consultative approach as part of the solution to their inquiry. TASKS, DUTIES, FUNCTIONS: Demonstrates advanced Credit Union knowledge, ability to resolve complex issues, digital support, and escalations with minimum guidance. Learn and retain an exceptional working knowledge of products and services. Meet and achieve established performance standards commensurate to grade level, with phone efficiency and quality in a fast-paced environment. Demonstrates understanding of member needs, concerns and or frustrations and respond by demonstrating care, concern, and an appropriate sense of urgency. Demonstrate a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. • Demonstrate superior product knowledge recommending products/services to meet the member's needs. Identify, investigate, and resolve basic and complex member concerns, as well as process and complete member transactions in a timely and efficient manner. Identify and report fraudulent activity to prevent potential loss to Credit Union. Update member and Credit Union account information efficiently and accurately. Educate members on products in an effort to retain and enhance member loyalty. Maintains ownership with the majority of their calls, requiring minimal guidance from Support. Ability to de-escalate situations, looking from several points of view and applying good judgement and critical thinking to resolve the situation. Assist members with Online /Mobile Banking complex issues and Mobile Wallet set-up. Ability to open Sub shares. Complete Regulatory Training Modules as required. Model Golden 1 core values Integrity, Reliability, Service Excellence, and Inclusion. Perform other duties as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Effective oral and written communication skills required to ensure exceptional member experience. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of management and staff. EXTERNAL: Members, potential members, peers in other departments or branches. QUALIFICATIONS: EDUCATION: Successful completion of High School curriculum or GED. Some college preferred, not required. EXPERIENCE: One year customer service experience in a contact center environment and/or 2+ years financial services experience. Member relationship building experience preferred, not required. KNOWLEDGE / SKILLS: Strong oral, written and interpersonal communication skills acquired through experience in a Retail setting or through a financial background. Ability to converse, demonstrate sincere concern, and build rapport while resolving problems and offering solutions to inquiries in English and/or Spanish with callers. Must be able to multi-task and work independently. Meet performance standards commensurate to grade level with efficiency and quality. Skill testing related to product knowledge. Ability to effectively and efficiently utilize all systems required to resolve member issues related to online banking and mobile wallet troubleshooting. Ability to effectively and efficiently utilize all systems required to open new sub accounts. Ability to demonstrate good decision making and obtaining guidance for situations as needed. Knowledge of intranet/internet. Aptitude for learning a variety of computer systems and using technology to solve member issues. Ability to navigate multiple computer systems, applications, and utilize search tools to find information. Bilingual skills a plus - English/Spanish. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including a financial calculator, personal computer, facsimile machine, and telephone. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. *Our Member Service Contact Center team's operating hours are Monday through Friday 7:20am to 6:30pm and Saturday 8:30am to 5:00pm. Schedules are assigned based on business needs and are subject to change. LICENSES / CERTIFICATIONS: None #LI-Remote THIS JOB DESCRIPTION IN NO WAY STATES OR IMPLIES THAT THESE ARE THE ONLY DUTIES TO BE PERFORMED BY THIS EMPLOYEE. HE OR SHE WILL BE REQUIRED TO FOLLOW OTHER INSTRUCTIONS AND TO PERFORM OTHER DUTIES REQUESTED BY HIS OR HER SUPERVISOR THAT ARE WITHIN HIS / HER KNOWLEDGE, SKILL AND ABILITY AS WELL AS HIS / HER MENTAL AND PHYSICAL ABILITIES. Other details Job Family Non-Manager Job Function

Who we are: At SECU, we put our employees first, recognizing that their well-being and professional development are vital to our success. By fostering a supportive and empowering work environment, our employees are committed to helping members achieve long-term financial security. They are also inspired to give back to the communities we serve by volunteering and spreading kindness, which reflects our core values and who we are as an organization. Every employee at SECU contributes to our member s financial well-being, and we ll always do what s right for our members, employees, and communities. Feel good about what you do. Belong to a place where you matter and can make a difference. What you will do: SECU is seeking a Member Outreach Specialist. Although this position is mostly remote, the person will need to come into our Linthicum, MD Headquarters a few times per quarter, so only local candidates will be considered. The Member Outreach Specialist is responsible for outbound calling efforts with SECU membership in support of all business product lines. The Member Outreach Specialist will conduct consultative conversations with SECU s field of membership to identify and recommend SECU products and services to develop mutually beneficial relationships. Although outbound calling will be the primary job function, this individual may also be responsible for managing both inbound and outbound call volume as needed on a campaign basis. This individual serves as the primary facilitator of member onboarding follow-ups and other outreach efforts via outbound calling. This individual may be responsible for assisting members in opening additional products, such as deposit accounts or consumer loans, as well as helping to set appointments and driving business with our Financial Centers, Lending, Business, and SECU Financial Partners teams. The Member Outreach Specialist is also responsible for connecting with our membership in the method in which they prefer, whether it is by phone, email, or virtual connection. The Member Outreach Specialist has a thorough knowledge of SECU s products and services and is accountable for their behaviors and results while upholding SECU s Code of Conduct. Compensation for this position will be weighed heavily on goal attainment and the ability to achieve agreed upon performance targets. We are a transforming organization and expect this position to continue to evolve in breadth and scope as we grow and deepen our members relationship with SECU. The Member Outreach Specialist adheres to regulations and organizational policies, maintaining awareness and knowledge required to perform the duties of the position, including all aspects of the Bank Secrecy Act and related regulations, such as OFAC, and the USA Patriot Act, Fair Lending and Information Security. What we need from you: Education and Experience Requirements Bachelor s degree or equivalent experience preferred 3+ years' experience with proven performance in relationship building, goal attainment, and coaching in retail banking sector preferred Must have deep experience in lending and outbound sales calling. Clearly communicates information, thoughts and ideas in a clear, concise and organized manner Relates comfortably with people across levels, functions, culture, and geography Possesses a clear understanding of strengths, limitations, emotions, beliefs, and motivations of self and others Maintains composure and effectiveness when experiencing major changes in work tasks or the work environment Adjusts effectively to work within new work structures, processes, requirements, or cultures Exhibits strong time management skills Compensation Information: Offers will be commensurate with experience and education. Hourly Rate: Min. $24.62 Max. $39.42 Other Compensation Includes: Quarterly incentives based on productivity goals Annual corporate-wide incentives We provide comprehensive benefits, with a focus on total well-being: Medical, vision, dental benefits 401k plan with company matching Generous sick, vacation and personal leave And more...2025SECUBenefitsGuide.pdf SECU is committed to fostering a diverse, equitable, and inclusive workforce where all individuals are valued and respected. We take pride in providing equal opportunities for all qualified applicants regardless of race, ethnicity, national origin, gender, sexual orientation, gender identity or expression, religion, military or veteran status, or any other characteristics protected by law.

Who we are: At SECU, we put our employees first, recognizing that their well-being and professional development are vital to our success. By fostering a supportive and empowering work environment, our employees are committed to helping members achieve long-term financial security. They are also inspired to give back to the communities we serve by volunteering and spreading kindness, which reflects our core values and who we are as an organization. Every employee at SECU contributes to our member s financial well-being, and we ll always do what s right for our members, employees, and communities. Feel good about what you do. Belong to a place where you matter and can make a difference. What you will do: SECU is seeking a Commercial Loan Servicing Specialist. Although this position is mostly remote, but candidates will need to reside within commuting distance to our Linthicum, MD office to attend meetings at least one time per month and more often for training at the start of employment. The Commercial Loan Servicing Specialist is responsible for performing a wide range of functions related to servicing commercial loan and deposit products offered by the credit union. The role involves delivering professional, efficient, and courteous service to both internal and external members via phone, written communication, and in person. Additionally, the position requires effective communication with various departments to foster teamwork and ensure high-quality member service. The individual will also be responsible for processing member requests as needed to meet their needs and maintain satisfaction. The Commercial Loan Servicing Specialist adheres to regulations and organizational policies, maintaining awareness and knowledge required to perform the duties of the position, including all aspects of the Bank Secrecy Act and related regulations, such as OFAC, and the USA Patriot Act, Fair Lending and Information Security. A day in your life might include: Perform all necessary functions to provide accurate and timely service for commercial lending loan and deposit accounts. Functions include, but are not limited to: Accounting entries to record payments and loan advances Loan setup Generate and review of commercial loan documentation Assist with loan closing Order third party reports such as credit bureau and OFAC Follow up for expired insurance and receipt of recorded mortgages and UCC Payoff request processing Set up and debit of ACH for loan payments Preparation of payoff requests Maintenance of DDA accounts Perform all necessary functions to perfect SECU s security interest on all loans secured by both real estate and non-real estate collateral Monitoring of construction loans. Maintain Loan Servicing service levels within established standards. Ensure compliance with all State and Federal regulations as well as SECU policies and procedures. This is not meant to be an exhaustive list and other duties and responsibilities will be required. What we need from you: Education and Experience Requirements High school diploma or equivalent experience required Minimum of 5 years experience in financial services or customer service industry required. Previous commercial loan servicing or loan origination experience preferred. Takes personal responsibility for decisions, actions, failures and overall deliverables Utilizes oral and written communication to enhance relationships across the organization Clearly communicates information, thoughts and ideas in a clear, concise and organized manner Relates comfortably with people across levels, functions, culture, and geography Adjusts effectively to work within new work structures, processes, requirements, or cultures Demonstrates an understanding of SECU s culture, core values, mission and strategic priorities as it relates to one s work and overall performance Compensation Information: Offers will be commensurate with experience and education. Please Note: We typically hire at or below mid-point, which is $66,600 for this role. Salary: Min. $51,200 Max. $82,200 Other Compensation Includes: Annual corporate-wide incentives We provide comprehensive benefits, with a focus on total well-being: Medical, vision, dental benefits 401k plan with company matching Generous sick, vacation and personal leave And more...2025SECUBenefitsGuide.pdf SECU is committed to fostering a diverse, equitable, and inclusive workforce where all individuals are valued and respected. We take pride in providing equal opportunities for all qualified applicants regardless of race, ethnicity, national origin, gender, sexual orientation, gender identity or expression, religion, military or veteran status, or any other characteristics protected by law.

Full-time Description Maps Credit Union seeks an experienced Full-Stack Software Developer to join our innovative Digital team. Reporting to the AVP of Digital Strategy, this position is essential for coding high-quality, user-friendly banking software in alignment with Maps' strategic objectives. The ideal candidate will have experience with both front-end and back-end development but with a focus on front-end and an eye for end-user experience and design. Working thoughtfully with teammates and stakeholders through all phases of agile development is a must. This position will join the tight-knit Digital team that includes three other Software Developers who wear many hats and all work collaboratively in an environment where everyone's work has a big impact. (Please note that our interview process is highly interactive, with many phases to ensure mutual compatibility. Candidates selected to move forward will be invited to complete a preliminary one-way video interview, a technical coding assessment, and further conversations with stakeholders.) This position is eligible for 100% remote work ; however, priority will be given to applicants located in the Pacific Standard Time Zone (PST). **Qualified candidates must be eligible to work in the U.S. We are unable to offer employer visa sponsorship** Key responsibilities include, but are not limited to: Plan, design, test, implement, and support new software development and integrations using agile methodology. Maintain and improve the performance of existing software. Test and maintain software products to ensure strong functionality and optimization. Perform maintenance and administration of development databases. Utilize and maintain existing change control systems. Conduct product research. Clearly and regularly communicate with management and co-workers. Report to direct manager on status of assigned development projects. Maintain operations by staying informed of and following policies and procedures; report needed changes. Enhance job performance by applying up-to-date professional and technical knowledge gained by attending training sessions, reviewing professional publications, and maintaining professional relationships. Follow regulatory and policy compliance requirements, which include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC) and Anti-Money Laundering (AML) Regulations, Identity Theft Red Flags, and other compliance-related policies. Requirements Demonstrated knowledge of web development technologies. Demonstrated experience with .Net, C#, and JavaScript. Strong problem-solving and debugging abilities. Ability to work independently and multi-task effectively. Ability to take initiative and prioritize tasks; good time-management skills. Excellent written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone. Flexible and willing to accept a change in priority as necessary. Demonstrated interpersonal, analytical, and organizational skills. Ability to work accurately with close attention to detail. Ability to maintain the confidentiality of sensitive information. Ability to work with co-workers, members, and outside agencies professionally and tactfully. Possess a work ethic that includes neatness, punctuality, and accuracy. Exhibit a professional, businesslike appearance and demeanor. Qualifications: BS/CS degree, or an equivalent combination of education and experience. Minimum of five years of experience in planning, design, development, implementation, and support of software systems as a Full-Stack Developer. Demonstrated experience with .Net, C#, and JavaScript. Must be bondable. Must submit to an annual background investigative report initiated by the Credit Union. The investigative report will include credit and criminal review, and results must meet the minimum standards established by the Credit Union in its hiring practices. Preferred Qualifications: Mobile development (iOS and Android) experience. Experience with Kotlin or Swift for mobile development. Experience with Azure services like DevOps, App Services, Function Apps, and Cosmos DB. Exempt Salary Range: $120,000 - $150,000 per year. To show our appreciation to employees, we offer: Medical, Dental, and Vision Insurance Health Savings Account (HSA) Flexible Spending Accounts (FSA) Employer-paid Life Insurance Employer-paid Short-Term and Long-Term Disability Insurance 401(k) retirement plan with employer matching Generous paid time off, starting at 12 hours per month 10 paid holidays per year 24 hours of paid volunteer time per year Employee Assistance Program Student loan paydown program Employee loan discount program Wellness incentives Why employees are proud to work here: We provide financial education for youth and adults We provide grants to teachers in the valley We offer scholarships for local high school seniors headed to college About us: Located in the heart of the beautiful Willamette Valley, Oregon, Maps Credit Union offers a wide variety of services to over 80,000 members at 10 branch locations and supports over 300 employees. More than anything else, we believe in lifelong learning-not only about money and finances but in all areas of life. Our focus on lifelong learning is a result of our proud history as an educators' credit union, dating back to our start in 1935. We passionately believe that the best way to navigate life's great adventure is to do it together. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.

TITLE: CONTACT CENTER MEMBER SERVICE REPRESENTATIVE II STATUS: NON-EXEMPT REPORT TO: MSCC SUPERVISOR DEPARTMENT: MEMBER SERVICE CONTACT CENTER PAY SCALE: $21.50 HOURLY Part-Time Shifts: Mondays - Fridays: 11:05 AM - 3:50 PM 2:00 PM - 6:00 PM Saturdays (Mandatory): 10:00 AM - 2:00 PM GENERAL DESCRIPTION: This Member Service Representative II is an energetic and goal-oriented individual who has a passion for service excellence; providing exceptional service, utilizing effective call handling techniques to create a positive and memorable experience. The MSR II responds accurately to member inquiries by telephone in English and Spanish languages (if certified). The MSR II effectively navigates software applications and simultaneously works on multiple screens while resolving member concerns. The ideal candidate will proactively engage members to achieve their financial goals in a consultative approach as part of the solution to their inquiry. TASKS, DUTIES, FUNCTIONS: Demonstrates advanced Credit Union knowledge, ability to resolve complex issues, digital support, and escalations with minimum guidance. Learn and retain an exceptional working knowledge of products and services. Meet and achieve established performance standards commensurate to grade level, with phone efficiency and quality in a fast-paced environment. Demonstrates understanding of member needs, concerns and or frustrations and respond by demonstrating care, concern, and an appropriate sense of urgency. Demonstrate a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. • Demonstrate superior product knowledge recommending products/services to meet the member's needs. Identify, investigate, and resolve basic and complex member concerns, as well as process and complete member transactions in a timely and efficient manner. Identify and report fraudulent activity to prevent potential loss to Credit Union. Update member and Credit Union account information efficiently and accurately. Educate members on products in an effort to retain and enhance member loyalty. Maintains ownership with the majority of their calls, requiring minimal guidance from Support. Ability to de-escalate situations, looking from several points of view and applying good judgement and critical thinking to resolve the situation. Assist members with Online /Mobile Banking complex issues and Mobile Wallet set-up. Ability to open Sub shares. Complete Regulatory Training Modules as required. Model Golden 1 core values Integrity, Reliability, Service Excellence, and Inclusion. Perform other duties as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Effective oral and written communication skills required to ensure exceptional member experience. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of management and staff. EXTERNAL: Members, potential members, peers in other departments or branches. QUALIFICATIONS: EDUCATION: Successful completion of High School curriculum or GED. Some college preferred, not required. EXPERIENCE: One year customer service experience in a contact center environment and/or 2+ years financial services experience. Member relationship building experience preferred, not required. KNOWLEDGE / SKILLS: Strong oral, written and interpersonal communication skills acquired through experience in a Retail setting or through a financial background. Ability to converse, demonstrate sincere concern, and build rapport while resolving problems and offering solutions to inquiries in English and/or Spanish with callers. Must be able to multi-task and work independently. Meet performance standards commensurate to grade level with efficiency and quality. Skill testing related to product knowledge. Ability to effectively and efficiently utilize all systems required to resolve member issues related to online banking and mobile wallet troubleshooting. Ability to effectively and efficiently utilize all systems required to open new sub accounts. Ability to demonstrate good decision making and obtaining guidance for situations as needed. Knowledge of intranet/internet. Aptitude for learning a variety of computer systems and using technology to solve member issues. Ability to navigate multiple computer systems, applications, and utilize search tools to find information. Bilingual skills a plus - English/Spanish. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including a financial calculator, personal computer, facsimile machine, and telephone. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. *Our Member Service Contact Center team's operating hours are Monday through Friday 7:20am to 6:30pm and Saturday 8:30am to 5:00pm. Schedules are assigned based on business needs and are subject to change. LICENSES / CERTIFICATIONS: None #LI-Remote THIS JOB DESCRIPTION IN NO WAY STATES OR IMPLIES THAT THESE ARE THE ONLY DUTIES TO BE PERFORM

This is a hybrid/remote position (in office 2 days/week at our Morristown Branch). The deadline to apply for this opportunity is March 23, 2025. Role: The Mortgage Banking Officer is responsible for originating residential first mortgage and equity loans while actively engaging in related business development activities. This position ensures members receive exemplary mortgage loan origination services in alignment with ORNL Federal Credit Union's lending policies, practices, and procedures. Additionally, the Mortgage Banking Officer counsels members, gathers necessary information to evaluate credit applications, and submits loans to underwriting in accordance with established guidelines. A critical aspect of the role is fostering strong working relationships with retail bank partners, who serve as an extension of the Mortgage team within the branch environment. The Mortgage Banking Officer is responsible for providing education, support, and guidance to branch partners to enhance their growth and development, improving the quality and quantity of referrals and opportunities. This includes networking within branch areas, offering in-person support, and meeting minimum branch standards set by management. Essential Functions and Responsibilities: Travels to assigned branch and Call Center locations to originate residential mortgage loans, provide quality serivce to members and support Marketing initiatives. Conducts applicant interviews to counsel borrowers on loan products that meet their needs. Analyzes financial data, completes loan applications and sets clear expectations for the loan process, including timelines, disclosures and policies. Maintains communication with support staff to ensure smooth loan processing. Provides members with updates on their loan status and addresses any questions or concerns. Facilitates member engagement through branch sponsorships, sales meetings, and seminars (e.g., first-time homebuyer or buyer/seller seminars). Prepares content and acts as a Subject Matter Expert as needed. Collaborates with processors and closers to gather required documentation and ensure a seamless loan process. Proactively communicates loan status updates to members and other stakeholders, and attends mortgage closings to support members. Acts as the primary contact for refinance transactions, assign complex loan scenarios (e.g., jumbo loans, 80/10/10) to Mortgage Banking Officers, and directs nonmembers to branch staff to establish membership. Supports departmental goals by identifying process improvements, enhancing service quality, and increasing efficiency. Aligns efforts with credit union objectives and contribute to a culture of continuous improvement. Performs additional duties as assigned. Experience: Two or more years prior experience in the mortgage, consumer lending or commercial banking industry preferably. Familiarity with conventional, and equity loan financing as well as the knowledge of all regulations governing mortgage lending is preferred. Must pass National NMLS training and obtain NMLS # as well as maintain annual education requirements. Must have and maintain a valid driver's license. Education: An Associate's degree in a business-related field, or an equivalent combination of education and work experience is required. The employee must meet and maintain all the requirements as a registered mortgage loan originator employed by a Federally regulated Institution with the Nationwide Mortgage Licensing System and Registry (NMLS). The employee must comply with all provisions of the Act as defined in the Secure and Fair Enforcement of Mortgage Licensing Act of 2008 (S.A.F.E. Act) and credit union S.A.F.E. Act Procedures. Continuing education via local conferences and workshops and membership in affiliated mortgage banking associations should be established as time and resources allow for updates on federal regulations and secondary market requirements. Other skills required: Must be able to generate enthusiasm for all ORNL Federal Credit Union products and services through the cross-selling process. Cross-sells other credit union services. Support ORNL Federal Credit Union's mission to become the primary financial institution of its members by providing service in an expeditious and courteous manner. Understand that educating members and informing them of the products and services available is the highest level of service we can provide and the key to accomplishing our mission and goals. Must have excellent communication skills including presentation skills and should have the ability to interface effectively with members, and potential clients to ensure smooth work flow and provide efficient service to members while staying abreast of changing policies and procedures. Must be self-disciplined and goal oriented worker with a demonstrated ability to work independently.

Join a Great Place To Work certified company! Consumers Credit Union (CCU) is hiring a Project Manager to join our PMO! This is a flex / hybrid position: 2-3 days/week onsite at our HQ in Lake Forest, IL. Remaining days are 'work from home'. Local Northern IL/Southeast WI candidates only! As a Project Manager, you will manage a variety of projects across CCU which may include digital transformation, facilities transformation, and new vendor applications. You'll ensure that all projects primarily follow the Waterfall methodology, using MS Project Online as an instrumental tool. Day-to-day responsibilities: * Managing and coordinating projects within established budget and time frames to ensure desired project outcome. You'll ensure proper documentation is maintained for project scope, goals, milestones, tasks, required resources, risks, and schedules. You will also track project progress, prepare reports, and organize & facilitate meetings while identifying and resolving all challenges interfering with the progress. * Communicating status of assigned projects to management on a regular basis. You will ensure business units are prepared for production rollout by coordinating with management and the training department as needed. Reporting on any variances to approved budget or goals for the project will also be a key responsibility. * Act as liaison between Technology, business departments, and vendors during project execution. * Assist with the scoping, coordination, documentation, planning and delivery of new project opportunities. * Maintain working knowledge of Project Management techniques and industry standards. Qualifications: * A Bachelor's degree in Business, Operations, or a related. * 3+ years' experience in Project Management is required. * 5+ years' experience in Project Management in lieu of education. * Waterfall experience required! * Project Management certification or PMP is preferred. * Experience with Microsoft Project Online and Project Web Access tools (or similar). * Ability to effectively communicate and have high comfort level working with team members across the organization including the C-Suite. * Ability to commit to 40 hours per week during business operation hours, however, hours may be adjusted to support project and team requirements. Compensation & Benefits: Budgeted amount for starting salary: $90,000 annually + annual bonus opportunity Consumers Credit Union provides eligible employees an opportunity to participate in our medical (High Deductible, HMO and PPO), dental, vision, spending accounts, short-term disability, long-term disability, life insurance and other plans effective date of hire. You will be eligible to participate in the 401(k) savings plan at any time. You will be automatically enrolled in the pension plan following six months of employment and 1,000 hours of service and reaching age 20. For more information about benefit offerings, please visit our careers page: **************************************************** About CCU Founded in 1930 and headquartered in Lake Forest, IL, Consumers Credit Union has $4 billion in assets and serves more than 220,000 members, making it one of the largest credit unions in the state. CCU believes that nobody needs banks on every corner, but everyone needs people who are in their corner. To learn more, visit myconsumers.org Equal Opportunity Employer CCU complies with the requirements and spirit of the law in the implementation of all facets of equal opportunity in employment. There will be no discrimination on the basis of race, ancestry, color, religion, sex, sexual orientation, gender identity, marital status, pregnancy, age, national origin, citizenship, disability, genetic information, military status (including unfavorable discharge from the military), criminal or arrest history (unless job related), crime victim status, or any other protected characteristic in the recruitment, selection, training, utilization, promotion, termination, or any other employment actions or term and condition of employment. CCU complies with applicable state and local laws governing non-discrimination in employment in every location in which CCU has facilities. We are committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. If reasonable accommodation is needed to participate in the job application or interview process please contact our Human Resources team at: HR_******************** or ************.

At Consumers Credit Union, we're not just "The People in Your Corner," we're a certified Great Place to Work! We're currently looking for a Collector to join the team. As a Collector, you'll assist members with their financial hardships through inbound and outbound calls or emails. You will be responsible for skip tracing and helping the department in other ways in order to mitigate losses for the credit union and assist members with getting things back on track. Schedule/Location: * Ability to work Monday - Friday 8:00 am - 5:00 pm; one Saturday per month from 9:00 am-1:00 pm. * This is a "flex" position with work from home days along with onsite days based at our Lake Forest corporate office. * Local Northern IL/Southeastern WI candidates only! What you'll do as a Collector: * Assisting members with their financial hardships through inbound and outbound calls or emails. * Analyzing the financial situation of delinquent borrowers and making recommendations to repossess collateral when other arrangements to bring the loan current are unsuccessful. * Maintaining accurate files and reports on all collection activity. * Reporting trends to management in loan underwriting contributing to delinquent/charged-off loans. * Assisting with other tasks as CCU or member needs evolve. What we are looking for: * Availability to work Monday-Friday 8:00 am - 5:00 pm; one Saturday per month from 9:00 am-1:00 pm * High school diploma or equivalent * 1+ years' experience in Banking, Customer Service, Collections or Related * Verbal and written professional communication skills; Bilingual in Spanish preferred * Computer proficiency and high comfort level working in/toggling between multiple programs simultaneously * Ability and desire to educate customers on how to use online banking and other credit union tools and resources * Positive, helpful, team-oriented focus and adaptable to change Compensation & Benefits: Budgeted amount for starting hourly rate: $24/hr + annual bonus opportunity Consumers Credit Union provides eligible employees an opportunity to participate in our medical (High Deductible, HMO and PPO), dental, vision, spending accounts, short-term disability, long-term disability, life insurance and other plans effective date of hire. You will be eligible to participate in the 401(k) savings plan at any time. You will be automatically enrolled in the pension plan following six months of employment and 1,000 hours of service and reaching age 20. For more information about benefit offerings, please visit our careers page: **************************************************** About CCU: Founded in 1930 and headquartered in Lake Forest, IL, Consumers Credit Union (CCU) has $4 billion in assets and serves more than 220,000 members, making it one of the largest credit unions in the state. CCU believes that nobody needs banks on every corner, but everyone needs people who are in their corner. To learn more, visit myconsumers.org Equal Opportunity Employer: CCU complies with the requirements and spirit of the law in the implementation of all facets of equal opportunity in employment. There will be no discrimination on the basis of race, ancestry, color, religion, sex, sexual orientation, gender identity, marital status, pregnancy, age, national origin, citizenship, disability, genetic information, military status (including unfavorable discharge from the military), criminal or arrest history (unless job related), crime victim status, or any other protected characteristic in the recruitment, selection, training, utilization, promotion, termination, or any other employment actions or term and condition of employment. CCU complies with applicable state and local laws governing non-discrimination in employment in every location in which CCU has facilities. We are committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. If reasonable accommodation is needed to participate in the job application or interview process, please contact our Human Resources team at: HR_******************** or ************.

Join a Great Place To Work certified company! Consumers Credit Union (CCU) is hiring a Business Analyst-Tech! What you'll do in this role: As a Business Analyst - Tech at CCU you will analyze and articulate system requirements and serve as the quality assurance lead on assigned projects. This is a great hybrid role that involves BA and QA work! This particular Business Analyst position will allow us to expand our reach in supporting our Customer Relationship Management (CRM) platform. Schedule/Location: * Hybrid / flex position with a combination of work from home and onsite days each week at our corporate office in Lake Forest. * Local candidates only, please! Your day-to-day will include: * Meeting with key stakeholders to gather and document user requirements for business processes. * Developing comprehensive end-to-end test cases and leading testing activities. This quality assurance work will involve creating test plans, issue resolution, reporting and resource management. * Leading activities to help assess business objectives, assumptions and constraints and determining viable solutions. * Recommending changes for improvement to operational procedures and methods while keeping automation and efficiency "top of mind" and a priority. * Maintaining documentation, status reports, technical training materials and reference material. * Creating automation test plan for web, mobile and desktop applications. Creating, enhancing, debugging and running automated test cases. Primary Knowledge/Experience Needed to Join the Team: * High School Diploma or GED - Minimum * Bachelor's Degree in Computer Science, Engineering, Math, or Science- Preferred * 2+ years' experience in business analysis, quality assurance or related - Minimum * Experience In Lieu of Education: 5+ years' experience in business analysis, quality assurance or related - Minimum * A proven track record of working effectively on projects across multiple areas of the business. * Testing experience - the ideal candidate will have Quality Assurance experience while operating as a BA. * Knowledge of database security management, code migration, database change management and data management through various stages of product development life cycle. * Experience with desktop and server operating systems, including MS Windows, SQL Server, and Office products. * Excellent verbal and written communication skills * Availability to work 40+ hours/week and be scheduled between the following hours: * Monday - Friday: 9 AM- 5 PM Compensation & Benefits: Budgeted amount for starting salary: $76,838 annually + annual bonus opportunity Consumers Credit Union provides eligible employees an opportunity to participate in our medical (High Deductible, HMO and PPO), dental, vision, spending accounts, short-term disability, long-term disability, life insurance and other plans effective date of hire. You will be eligible to participate in the 401(k) savings plan at any time. You will be automatically enrolled in the pension plan following six months of employment and 1,000 hours of service and reaching age 20. For more information about benefit offerings, please visit our careers page: **************************************************** About CCU Founded in 1930 and headquartered in Lake Forest, IL, Consumers Credit Union (CCU) has $4 billion in assets and serves more than 220,000 members, making it one of the largest credit unions in the state. CCU believes that nobody needs banks on every corner, but everyone needs people who are in their corner. To learn more, visit myconsumers.org Equal Opportunity Employer CCU complies with the requirements and spirit of the law in the implementation of all facets of equal opportunity in employment. There will be no discrimination on the basis of race, ancestry, color, religion, sex, sexual orientation, gender identity, marital status, pregnancy, age, national origin, citizenship, disability, genetic information, military status (including unfavorable discharge from the military), criminal or arrest history (unless job related), crime victim status, or any other protected characteristic in the recruitment, selection, training, utilization, promotion, termination, or any other employment actions or term and condition of employment. CCU complies with applicable state and local laws governing non-discrimination in employment in every location in which CCU has facilities. We are committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. If reasonable accommodation is needed to participate in the job application or interview process please contact our Human Resources team at: HR_******************** or ************.

Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Your Qualifications: 2+ years of instilling trust and building client relationship within the finance industry Series 65 (we will help you obtain upon starting) Bachelor's degree or equivalent work experience A thoughtful consultative approach with an emphasis on client focus Compensation: $85,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience. Eligible for a discretionary bonus based on firm and individual performance Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

TITLE: CONTACT CENTER MEMBER SERVICE REPRESENTATIVE II STATUS: NON-EXEMPT REPORT TO: MSCC SUPERVISOR DEPARTMENT: MEMBER SERVICE CONTACT CENTER PAY SCALE: $21.50 HOURLY Part-Time Shifts: Mondays - Fridays: 11:05 AM - 3:50 PM 2:00 PM - 6:00 PM Saturdays (Mandatory): 10:00 AM - 2:00 PM GENERAL DESCRIPTION: This Member Service Representative II is an energetic and goal-oriented individual who has a passion for service excellence; providing exceptional service, utilizing effective call handling techniques to create a positive and memorable experience. The MSR II responds accurately to member inquiries by telephone in English and Spanish languages (if certified). The MSR II effectively navigates software applications and simultaneously works on multiple screens while resolving member concerns. The ideal candidate will proactively engage members to achieve their financial goals in a consultative approach as part of the solution to their inquiry. TASKS, DUTIES, FUNCTIONS: Demonstrates advanced Credit Union knowledge, ability to resolve complex issues, digital support, and escalations with minimum guidance. Learn and retain an exceptional working knowledge of products and services. Meet and achieve established performance standards commensurate to grade level, with phone efficiency and quality in a fast-paced environment. Demonstrates understanding of member needs, concerns and or frustrations and respond by demonstrating care, concern, and an appropriate sense of urgency. Demonstrate a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. • Demonstrate superior product knowledge recommending products/services to meet the member's needs. Identify, investigate, and resolve basic and complex member concerns, as well as process and complete member transactions in a timely and efficient manner. Identify and report fraudulent activity to prevent potential loss to Credit Union. Update member and Credit Union account information efficiently and accurately. Educate members on products in an effort to retain and enhance member loyalty. Maintains ownership with the majority of their calls, requiring minimal guidance from Support. Ability to de-escalate situations, looking from several points of view and applying good judgement and critical thinking to resolve the situation. Assist members with Online /Mobile Banking complex issues and Mobile Wallet set-up. Ability to open Sub shares. Complete Regulatory Training Modules as required. Model Golden 1 core values Integrity, Reliability, Service Excellence, and Inclusion. Perform other duties as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Effective oral and written communication skills required to ensure exceptional member experience. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of management and staff. EXTERNAL: Members, potential members, peers in other departments or branches. QUALIFICATIONS: EDUCATION: Successful completion of High School curriculum or GED. Some college preferred, not required. EXPERIENCE: One year customer service experience in a contact center environment and/or 2+ years financial services experience. Member relationship building experience preferred, not required. KNOWLEDGE / SKILLS: Strong oral, written and interpersonal communication skills acquired through experience in a Retail setting or through a financial background. Ability to converse, demonstrate sincere concern, and build rapport while resolving problems and offering solutions to inquiries in English and/or Spanish with callers. Must be able to multi-task and work independently. Meet performance standards commensurate to grade level with efficiency and quality. Skill testing related to product knowledge. Ability to effectively and efficiently utilize all systems required to resolve member issues related to online banking and mobile wallet troubleshooting. Ability to effectively and efficiently utilize all systems required to open new sub accounts. Ability to demonstrate good decision making and obtaining guidance for situations as needed. Knowledge of intranet/internet. Aptitude for learning a variety of computer systems and using technology to solve member issues. Ability to navigate multiple computer systems, applications, and utilize search tools to find information. Bilingual skills a plus - English/Spanish. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including a financial calculator, personal computer, facsimile machine, and telephone. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. *Our Member Service Contact Center team's operating hours are Monday through Friday 7:20am to 6:30pm and Saturday 8:30am to 5:00pm. Schedules are assigned based on business needs and are subject to change. LICENSES / CERTIFICATIONS: None #LI-Remote THIS JOB DESCRIPTION IN NO WAY STATES OR IMPLIES THAT THESE ARE THE ONLY DUTIES TO BE PERFORMED BY THIS EMPLOYEE. HE OR SHE WILL BE REQUIRED TO FOLLOW OTHER

This position is hybrid/remote (in the office 1-2 days/week). The deadline to apply for this opportunity is March 17, 2025. Role: The Financial Reporting Analyst II will be a key role within the Finance Division to help produce Credit Union financial reports and conduct complex analysis within the department and across the organization. This individual will report to the Vice President of Financial Reporting & Analysis and is responsible for compiling and analyzing financial data, and preparing reports for presentation/approval for both internal and external reporting purposes. The Financial Reporting Analyst II will ensure that all reporting adheres to current Accounting Standards, NCUA requirements, and industry best practices including coordination and resolution of all audit and regulatory examinations. Essential Functions and Responsibilities: Compiles, reviews, analyzes and evaluates financial data for use in projections from both short and long term organizational goals helping to support the Credit Union's strategic plan. Performs competitive peer analysis incorporating company and industry knowledge, mathematical and technical expertise, and solid analytical processes. Prepares, understands, and reviews Financial Statements to be used for purposes including the monthly Board of Directors report and other internal reporting needs. Prepares, understands, and reviews regulatory filing reports including the NCUA Call Report Form 5300 and other external reporting needs. Prepares the calculation for the Allowance for Credit Losses(ACL) ensuring regulatory compliance with the Current Expected Credit Losses(CECL) standard. Maintains reporting databases and assists to ensure database validity and accuracy. Assists with the annual NCUA exam and other audit requests. Performs other job-related duties as assigned. Experience: Seven or more years of experience in an Accounting or Finance position is required. Financial institution and reporting experience is preferred. Experience with Empyrean software is preferred. Ability to query raw data using Microsoft Power Query and SQL knowledge is preferred. Education: Bachelor's degree in Accounting, Finance, Mathematics, Statistics or in a related field is required. Master's degree in aforementioned fields could be substituted for experience. Other skills required: Must have strong analytical skills and be able to work independently. Must possess advanced knowledge of Microsoft 365, with emphasis on Excel (v-lookups, pivot tables, etc.) Must be detail oriented, able to plan, organize and set priorities to meet deadlines. Must have the ability to handle multiple projects under a high degree of pressure.

TITLE: CONTACT CENTER MEMBER SERVICE REPRESENTATIVE II STATUS: NON-EXEMPT REPORT TO: MSCC SUPERVISOR DEPARTMENT: MEMBER SERVICE CONTACT CENTER PAY SCALE: $21.50 HOURLY GENERAL DESCRIPTION: This Member Service Representative II is an energetic and goal-oriented individual who has a passion for service excellence; providing exceptional service, utilizing effective call handling techniques to create a positive and memorable experience. The MSR II responds accurately to member inquiries by telephone in English and Spanish languages (if certified). The MSR II effectively navigates software applications and simultaneously works on multiple screens while resolving member concerns. The ideal candidate will proactively engage members to achieve their financial goals in a consultative approach as part of the solution to their inquiry. TASKS, DUTIES, FUNCTIONS: Demonstrates advanced Credit Union knowledge, ability to resolve complex issues, digital support, and escalations with minimum guidance. Learn and retain an exceptional working knowledge of products and services. Meet and achieve established performance standards commensurate to grade level, with phone efficiency and quality in a fast-paced environment. Demonstrates understanding of member needs, concerns and or frustrations and respond by demonstrating care, concern, and an appropriate sense of urgency. Demonstrate a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. • Demonstrate superior product knowledge recommending products/services to meet the member's needs. Identify, investigate, and resolve basic and complex member concerns, as well as process and complete member transactions in a timely and efficient manner. Identify and report fraudulent activity to prevent potential loss to Credit Union. Update member and Credit Union account information efficiently and accurately. Educate members on products in an effort to retain and enhance member loyalty. Maintains ownership with the majority of their calls, requiring minimal guidance from Support. Ability to de-escalate situations, looking from several points of view and applying good judgement and critical thinking to resolve the situation. Assist members with Online /Mobile Banking complex issues and Mobile Wallet set-up. Ability to open Sub shares. Complete Regulatory Training Modules as required. Model Golden 1 core values Integrity, Reliability, Service Excellence, and Inclusion. Perform other duties as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Effective oral and written communication skills required to ensure exceptional member experience. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of management and staff. EXTERNAL: Members, potential members, peers in other departments or branches. QUALIFICATIONS: EDUCATION: Successful completion of High School curriculum or GED. Some college preferred, not required. EXPERIENCE: One year customer service experience in a contact center environment and/or 2+ years financial services experience. Member relationship building experience preferred, not required. KNOWLEDGE / SKILLS: Strong oral, written and interpersonal communication skills acquired through experience in a Retail setting or through a financial background. Ability to converse, demonstrate sincere concern, and build rapport while resolving problems and offering solutions to inquiries in English and/or Spanish with callers. Must be able to multi-task and work independently. Meet performance standards commensurate to grade level with efficiency and quality. Skill testing related to product knowledge. Ability to effectively and efficiently utilize all systems required to resolve member issues related to online banking and mobile wallet troubleshooting. Ability to effectively and efficiently utilize all systems required to open new sub accounts. Ability to demonstrate good decision making and obtaining guidance for situations as needed. Knowledge of intranet/internet. Aptitude for learning a variety of computer systems and using technology to solve member issues. Ability to navigate multiple computer systems, applications, and utilize search tools to find information. Bilingual skills a plus - English/Spanish. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including a financial calculator, personal computer, facsimile machine, and telephone. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. *Our Member Service Contact Center team's operating hours are Monday through Friday 7:20am to 6:30pm and Saturday 8:30am to 5:00pm. Schedules are assigned based on business needs and are subject to change. LICENSES / CERTIFICATIONS: None #LI-Remote THIS JOB DESCRIPTION IN NO WAY STATES OR IMPLIES THAT THESE ARE THE ONLY DUTIES TO BE PERFORMED BY THIS EMPLOYEE. HE OR SHE WILL BE REQUIRED TO FOLLOW OTHER INSTRUCTIONS AND TO PERFORM OTHER DUTIES REQUESTED BY HIS OR HER SUPERVISOR THAT ARE WITHIN HIS / HER KNOWLEDGE, SKILL AND ABILITY AS WELL AS HIS / HER MENTAL AND PHYSICAL ABILITIES. Other details Job Family Non-Manager Job Function

Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Your Qualifications: 2+ years of instilling trust and building client relationship within the finance industry Series 65 (we will help you obtain upon starting) Bachelor's degree or equivalent work experience A thoughtful consultative approach with an emphasis on client focus Compensation: $85,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience. Eligible for a discretionary bonus based on firm and individual performance Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

This position is hybrid/remote: in the Karns Branch or Middlebrook Pike Branch 2 days/week. Additional Branches will be covered remotely. The deadline to apply for this opportunity is March 23, 2025. Role: The Mortgage Banking Officer is responsible for originating residential first mortgage and equity loans while actively engaging in related business development activities. This position ensures members receive exemplary mortgage loan origination services in alignment with ORNL Federal Credit Union's lending policies, practices, and procedures. Additionally, the Mortgage Banking Officer counsels members, gathers necessary information to evaluate credit applications, and submits loans to underwriting in accordance with established guidelines. A critical aspect of the role is fostering strong working relationships with retail bank partners, who serve as an extension of the Mortgage team within the branch environment. The Mortgage Banking Officer is responsible for providing education, support, and guidance to branch partners to enhance their growth and development, improving the quality and quantity of referrals and opportunities. This includes networking within branch areas, offering in-person support, and meeting minimum branch standards set by management. Essential Functions and Responsibilities: Travels to assigned branch and Call Center locations to originate residential mortgage loans, provide quality service to members and support Marketing initiatives. Conducts applicant interviews to counsel borrowers on loan products that meet their needs. Analyzes financial data, completes loan applications and sets clear expectations for the loan process, including timelines, disclosures and policies. Maintains communication with support staff to ensure smooth loan processing. Provides members with updates on their loan status and addresses any questions or concerns. Facilitates member engagement through branch sponsorships, sales meetings, and seminars (e.g., first-time homebuyer or buyer/seller seminars). Prepares content and acts as a Subject Matter Expert as needed. Collaborates with processors and closers to gather required documentation and ensure a seamless loan process. Proactively communicates loan status updates to members and other stakeholders, and attends mortgage closings to support members. Acts as the primary contact for refinance transactions, assign complex loan scenarios (e.g., jumbo loans, 80/10/10) to Mortgage Banking Officers, and directs nonmembers to branch staff to establish membership. Supports departmental goals by identifying process improvements, enhancing service quality, and increasing efficiency. Aligns efforts with credit union objectives and contribute to a culture of continuous improvement. Performs additional duties as assigned. Experience: Two or more years prior experience in the mortgage, consumer lending or commercial banking industry preferably. Familiarity with conventional, and equity loan financing as well as the knowledge of all regulations governing mortgage lending is preferred. Must pass National NMLS training and obtain NMLS # as well as maintain annual education requirements. Must have and maintain a valid driver's license. Education: An Associate's degree in a business-related field, or an equivalent combination of education and work experience is required. The employee must meet and maintain all the requirements as a registered mortgage loan originator employed by a Federally regulated Institution with the Nationwide Mortgage Licensing System and Registry (NMLS). The employee must comply with all provisions of the Act as defined in the Secure and Fair Enforcement of Mortgage Licensing Act of 2008 (S.A.F.E. Act) and credit union S.A.F.E. Act Procedures. Continuing education via local conferences and workshops and membership in affiliated mortgage banking associations should be established as time and resources allow for updates on federal regulations and secondary market requirements. Other skills required: Must be able to generate enthusiasm for all ORNL Federal Credit Union products and services through the cross-selling process. Cross-sells other credit union services. Support ORNL Federal Credit Union's mission to become the primary financial institution of its members by providing service in an expeditious and courteous manner. Understand that educating members and informing them of the products and services available is the highest level of service we can provide and the key to accomplishing our mission and goals. Must have excellent communication skills including presentation skills and should have the ability to interface effectively with members, and potential clients to ensure smooth work flow and provide efficient service to members while staying abreast of changing policies and procedures. Must be self-disciplined and goal oriented worker with a demonstrated ability to work independently.

TITLE: CONTACT CENTER MEMBER SERVICE REPRESENTATIVE II STATUS: NON-EXEMPT REPORT TO: MSCC SUPERVISOR DEPARTMENT: MEMBER SERVICE CONTACT CENTER PAY SCALE: $21.50 HOURLY Part-Time Shifts: Mondays - Fridays: 11:05 AM - 3:50 PM 2:00 PM - 6:00 PM Saturdays (Mandatory): 10:00 AM - 2:00 PM GENERAL DESCRIPTION: This Member Service Representative II is an energetic and goal-oriented individual who has a passion for service excellence; providing exceptional service, utilizing effective call handling techniques to create a positive and memorable experience. The MSR II responds accurately to member inquiries by telephone in English and Spanish languages (if certified). The MSR II effectively navigates software applications and simultaneously works on multiple screens while resolving member concerns. The ideal candidate will proactively engage members to achieve their financial goals in a consultative approach as part of the solution to their inquiry. TASKS, DUTIES, FUNCTIONS: Demonstrates advanced Credit Union knowledge, ability to resolve complex issues, digital support, and escalations with minimum guidance. Learn and retain an exceptional working knowledge of products and services. Meet and achieve established performance standards commensurate to grade level, with phone efficiency and quality in a fast-paced environment. Demonstrates understanding of member needs, concerns and or frustrations and respond by demonstrating care, concern, and an appropriate sense of urgency. Demonstrate a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. • Demonstrate superior product knowledge recommending products/services to meet the member's needs. Identify, investigate, and resolve basic and complex member concerns, as well as process and complete member transactions in a timely and efficient manner. Identify and report fraudulent activity to prevent potential loss to Credit Union. Update member and Credit Union account information efficiently and accurately. Educate members on products in an effort to retain and enhance member loyalty. Maintains ownership with the majority of their calls, requiring minimal guidance from Support. Ability to de-escalate situations, looking from several points of view and applying good judgement and critical thinking to resolve the situation. Assist members with Online /Mobile Banking complex issues and Mobile Wallet set-up. Ability to open Sub shares. Complete Regulatory Training Modules as required. Model Golden 1 core values Integrity, Reliability, Service Excellence, and Inclusion. Perform other duties as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Effective oral and written communication skills required to ensure exceptional member experience. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of management and staff. EXTERNAL: Members, potential members, peers in other departments or branches. QUALIFICATIONS: EDUCATION: Successful completion of High School curriculum or GED. Some college preferred, not required. EXPERIENCE: One year customer service experience in a contact center environment and/or 2+ years financial services experience. Member relationship building experience preferred, not required. KNOWLEDGE / SKILLS: Strong oral, written and interpersonal communication skills acquired through experience in a Retail setting or through a financial background. Ability to converse, demonstrate sincere concern, and build rapport while resolving problems and offering solutions to inquiries in English and/or Spanish with callers. Must be able to multi-task and work independently. Meet performance standards commensurate to grade level with efficiency and quality. Skill testing related to product knowledge. Ability to effectively and efficiently utilize all systems required to resolve member issues related to online banking and mobile wallet troubleshooting. Ability to effectively and efficiently utilize all systems required to open new sub accounts. Ability to demonstrate good decision making and obtaining guidance for situations as needed. Knowledge of intranet/internet. Aptitude for learning a variety of computer systems and using technology to solve member issues. Ability to navigate multiple computer systems, applications, and utilize search tools to find information. Bilingual skills a plus - English/Spanish. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including a financial calculator, personal computer, facsimile machine, and telephone. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. *Our Member Service Contact Center team's operating hours are Monday through Friday 7:20am to 6:30pm and Saturday 8:30am to 5:00pm. Schedules are assigned based on business needs and are subject to change. LICENSES / CERTIFICATIONS: None #LI-Remote THIS JOB DESCRIPTION IN NO WAY STATES OR IMPLIES THAT THESE ARE THE ONLY DUTIES TO BE PERFORMED BY THIS EMPLOYEE. HE OR SHE WILL BE REQUIRED TO FOLLOW OTHER

Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in the United Kingdom. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Plano, TX. The Day-to-Day: As a International Investment Counsellor, you are the central voice of Fisher Investments International, working from the United States. You will: Work with our UK clients to build a trusting and professional relationship Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Demonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilities Your Qualifications: Bachelor's degree or equivalent work experience 2+ years of experience in asset management, financial and client services Required to pass the Series 65 exam or equivalent Achieve results and provide unparalleled service A thoughtful consultative approach with an emphasis on client focus Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

This position is hybrid/remote: in the Lenoir City Branch or Loudon Branch 2 days/week. The deadline to apply for this opportunity is March 23, 2025. Role: The Mortgage Banking Officer - Bilingual is responsible for originating residential first mortgage and equity loans while actively engaging in related business development activities. This position ensures members receive exemplary mortgage loan origination services in alignment with ORNL Federal Credit Union's lending policies, practices, and procedures. Additionally, the Mortgage Banking Officer counsels members, gathers necessary information to evaluate credit applications, and submits loans to underwriting in accordance with established guidelines. A critical aspect of the role is fostering strong working relationships with retail bank partners, who serve as an extension of the Mortgage team within the branch environment. The Mortgage Banking Officer is responsible for providing education, support, and guidance to branch partners to enhance their growth and development, improving the quality and quantity of referrals and opportunities. This includes networking within branch areas, offering in-person support, and meeting minimum branch standards set by management. Essential Functions & Responsibilities: Travels to assigned branch and Call Center locations to originate residential mortgage loans, provide quality serivce to members and support Marketing initiatives. Conducts applicant interviews to counsel borrowers on loan products that meet their needs. Analyzes financial data, completes loan applications and sets clear expectations for the loan process, including timelines, disclosures and policies. Maintains communication with support staff to ensure smooth loan processing. Provides members with updates on their loan status and addresses any questions or concerns. Facilitates member engagement through branch sponsorships, sales meetings, and seminars (e.g., first-time homebuyer or buyer/seller seminars). Prepares content and acts as a Subject Matter Expert as needed. Collaborates with processors and closers to gather required documentation and ensure a seamless loan process. Proactively communicates loan status updates to members and other stakeholders, and attends mortgage closings to support members. Acts as the primary contact for refinance transactions, assign complex loan scenarios (e.g., jumbo loans, 80/10/10) to Mortgage Banking Officers, and directs nonmembers to branch staff to establish membership. Supports departmental goals by identifying process improvements, enhancing service quality, and increasing efficiency. Aligns efforts with credit union objectives and contribute to a culture of continuous improvement. Performs additional duties as assigned. Experience: Two or more years prior experience in the mortgage, consumer lending or commercial banking industry preferably. Familiarity with conventional, and equity loan financing as well as the knowledge of all regulations governing mortgage lending is preferred. Must pass National NMLS training and obtain NMLS # as well as maintain annual education requirements. Must have and maintain a valid driver's license. Education: An Associate's degree in a business-related field, or an equivalent combination of education and work experience is required. The employee must meet and maintain all the requirements as a registered mortgage loan originator employed by a Federally regulated Institution with the Nationwide Mortgage Licensing System and Registry (NMLS). The employee must comply with all provisions of the Act as defined in the Secure and Fair Enforcement of Mortgage Licensing Act of 2008 (S.A.F.E. Act) and credit union S.A.F.E. Act Procedures. Continuing education via local conferences and workshops and membership in affiliated mortgage banking associations should be established as time and resources allow for updates on federal regulations and secondary market requirements. Bilingual required. Must be fluent in Spanish with the ability to speak, read, write and translate for members as needed. Other skills required: Must be able to generate enthusiasm for all ORNL Federal Credit Union products and services through the cross-selling process. Cross-sells other credit union services. Support ORNL Federal Credit Union's mission to become the primary financial institution of its members by providing service in an expeditious and courteous manner. Understand that educating members and informing them of the products and services available is the highest level of service we can provide and the key to accomplishing our mission and goals. Must have excellent communication skills including presentation skills and should have the ability to interface effectively with members, and potential clients to ensure smooth work flow and provide efficient service to members while staying abreast of changing policies and procedures. Must be self-disciplined and goal oriented worker with a demonstrated ability to work independently.