GreenState Credit Union

14 job(s) at GreenState Credit Union

GreenState Credit Union Des Moines, Iowa
12/12/2025
Full time
GreenState Credit Union Bilingual Member Service Representative US-IA-Des Moines Job ID: Type: Regular Full-Time # of Openings: 1 Category: Retail GreenState Credit Union Overview POSITION SUMMARY: The primary duties/responsibilities of the Member Service Representative (MSR) include quality, responsive, and professional member service to all members and staff of GreenState Credit Union in all daily transactions and inquiries. Provides information and/or answers questions regarding transactions and all Credit Union products and services. This position is the front line to our members and the face of the credit union. Service starts with this key role and they are our service champions. The qualified candidate will be member focused, show excellence in accuracy and all their work, demonstrate integrity, share one vision through teamwork and continually look for improvement within their role. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. GreenState is proud to offer a Bilingual Pay Program for qualifying applicants. Pay range for this hourly position is $17.39 - $20.33/hr with a monthly incentive opportunity and a progressive benefits package. Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES: Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Ensures confidentiality of members account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners. Makes weekly outbound service calls to members. Answers member questions or refer members to appropriate departments or supervisors. Assists with member account discrepancies, statement problems, complaints and escalates as necessary. Performs member transactions including; deposits, withdrawals, transfers, check cashing, loan payments, credit card payments, cash advances, bond redemptions, disbursement of official checks, sale of money orders, cashier checks, savings bonds, and promotional sales materials. Builds member relationships by recognizing their financial needs and meeting those needs with the appropriate GreenState product and service or referring them to the specialized department (Wealth Management, Commercial, Mortgage, GreenState Insurance etc.) to be served. Maintains a satisfactory balancing record. Educates members and staff of the features and benefits of all our products and services. Refers products and services that benefit members to achieve team goals. Accepts and examines checks for endorsements and negotiability. Determine availability of funds based on regulations and policy. Place holds on accounts for uncollected funds when necessary, provide member with the proper documentation. Processes mail and night deposit transactions. Completes all forms including negotiable instrument logs, vault cash advances/turn-ins, direct deposit, member check orders. Participates in Opening and Closing procedures. Organize the MSR area and turn off all equipment (computers, copier, adding machines, lights). Ensure all confidential information is secured at the end of the day. Complete daily work including balancing and reconciliation of drawer offages. Monitors and manage the vault including cash disbursements, balancing, and end of day lock-up. Ensure that enough, but not excessive, funds are always on hand . Assists in security procedures. Has access to and is accountable for office keys and combinations. Balances, maintains, and corrects the coin machine and cash recyclers. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events. Qualifications JOB REQUIREMENTS: Interpersonal skills to represent the Credit Union in a positive way. High energy with the ability to approach individuals to engage in conversation, build rapport, establish and maintain member loyalty. Thorough knowledge of deposit products and regulations. Accuracy in the handling of cash, recording daily transactions, and attention to detail. Good telephone manners and techniques. Ability to work with minimal direction and exercise sound judgment. Member account problem-solving skills. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Ability to develop and maintain effective working relationships as a cohesive team. High school diploma or the equivalent (i.e. GED). Cash handling, sales, and customer service experience desired. Must be bondable. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Reporting Relationship Reports to the Vice President/Branch Managers as assigned. Supervisory Responsibilities This position is not responsible for supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. PI88cd4716f7cd-7117
GreenState Credit Union Addison, Illinois
12/12/2025
Full time
GreenState Credit Union Bilingual Member Service Associate US-IL-Addison Job ID: Type: Regular Full-Time # of Openings: 1 Category: Retail GreenState Credit Union Overview POSITION SUMMARY: This position is responsible for acquiring, expanding, and enriching member relationships, while providing exceptional service. The qualified candidate will be member focused, show excellence in accuracy and all their work, demonstrate integrity, share one vision through teamwork. Meets and exceeds sales expectations by providing personalized, professional service to all members in an exceptional manner, seeking out opportunities for additional business. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. GreenState is proud to offer a Bilingual Pay Program for qualifying applicants. Spanish Speaking Preferred. Pay range for this hourly position is $24.02 - $28.08/hr with a monthly incentive opportunity and a progressive benefits package. Responsibilities Essential Duties and Responsibilities: Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Sales - Ask questions, listen to your members' needs and offer solutions that best fits the needs of your member. Acts as part of a cohesive team, demonstrating excellent interpersonal skills and the ability to interact positively with other employees. Ensures confidentiality of member account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners. Profile each member to uncover opportunities for additional business. Responsible for structuring loan applications, working with underwriters and adhering to all lending policies and regulations. Makes weekly outbound sales calls to members. Performs all aspects of MSR position. This includes the ability to accurately balance a cash drawer daily and a firm understanding of all credit union policies and procedures for cash handling, check handling, and identification. Builds member relationships by recognizing their financial needs and meeting those needs with the appropriate GreenState product and service or referring them to the specialized department (Wealth Management, Commercial, Mortgage, GreenState Insurance etc.) to be served. Participates in promotions, contests, and other departmental activities which support team goals. Responsible for sales of loan protection products. Possesses a thorough knowledge of all federal regulations and procedures concerning deposits. Performs vault duties including cash ordering, balancing, drawer audits, scheduling, and other duties as assigned. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events. Qualifications Job Requirements: Must have at least one year of similar or related experience or 12 months in an MSR role with knowledge of all credit union accounts and products with proven ability to handle a wide variety of functions quickly and accurately. High energy and sales ability and interpersonal skills to represent the credit union in a positive and professional manner. Ability to coordinate and prioritize work assignments and organize work efficiently. Must demonstrate good time management skills to meet established deadlines. Accuracy and attention to detail. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Proven relationship building skills and techniques. Must be self-motivated, exercise sound judgment, and be able to work independently Ability to maintain composure, and problem solve as they arise. Ability to develop and maintain positive and effective working relationship. Ability to work with minimal direction and exercise sound judgment. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand High school diploma or the equivalent (i.e. GED). Must be bondable. Must be registered pursuant to requirements of the S.A.F.E Act. Adheres to all state, federal and credit union regulations, policies, and guidelines. Reporting Relationship Reports to the Vice President / Branch Manager as assigned. Supervisory Responsibilities This position is not responsible for the supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. PI3ea15add5-
GreenState Credit Union Park Ridge, Illinois
12/11/2025
Full time
GreenState Credit Union Vice President/Mortgage Loan Officer US-IL-Park Ridge Job ID: Type: Exempt Full-Time # of Openings: 1 Category: Mortgage Lending GreenState Credit Union Overview POSITION SUMMARY: Creates, collects, analyzes, exercises judgment and advises members on mortgage loan options. Proactively seeks new business and builds pipeline. Maintains organization of portfolio and meets necessary and regulatory deadlines. As this position is 100% commission, significant time calling on prospective members and referral sources is essential. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Salary for this position is $52,000 with a progressive benefit package. Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES: Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change. Adheres to the Credit Union's core values and Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events on an annual basis. Explains the mortgage loan application process and products to the membership. Services by phone or in person the need for answers to inquiries pertaining to mortgage rates, mortgage programs, payments, daily rates, points, etc. Conducts mortgage loan application interviews assisting applicants in the completion of application. Gathers all required applicant information, including collecting, analyzing and advising members on best options to assure proper processing. Reviews applications, exercises judgment and renders loan decision for pre-approval/denial. Works with Underwriters in meeting their guidelines and obtaining loan approval. Is responsible for ensuring that all necessary documentation is in the loan files, including regulatory compliance items. With this position, it is customary to make regular outside sales calls to both prospective members and referral sources. Building relationships with realtors, builders are others that interact with the financial industry is crucial to ensure the ability to hit specific production targets. This may include such things as office calls, lunches or evening receptions as a way to generate future loan prospects. Most of such calls will take place outside of the employee's place of business many of which may extend outside normal work hours. Works with mortgage processing department when necessary to ensure final documentation is received by the investors in a timely manner. Assists to ensure that the various federal reporting documents are delivered in a timely manner, to include the borrowers 1098, sellers 1099, interest reported to the IRS, and the HMDA report. Assists in any necessary training and development needed within the GreenState Mortgage Loan department. Adheres to all state, federal and credit union regulations, policies and guidelines. Coaches, trains, and mentors Mortgage Loan Sales Associates. Qualifications JOB REQUIREMENTS: High school diploma or equivalent (i.e., GED.) with five years of previous mortgage experience. Knowledge of procedures, forms, secondary market guidelines and regulations as they relate to mortgage lending. Knowledge and procedures of Real Estate purchasing and refinancing. Ability, availability, and willingness to work flexible hours to accomplish workload. During periods of peak demand and at other times, job will require a non-traditional workweek with extra hours including evening and/or weekend duties. Ability and willingness to network in the community. This is essential to build potential member base as well as referral sources for future business. Ability to prioritize assignments and organize work efficiently, to handle large volumes of details. Interpersonal skills to represent the credit union in a positive way during member contact. Excellent figure aptitude. Accuracy and attention to detail required. Ability to operate related computer applications. Ability and desire to call on the Realtors and make sales marketing presentations. Ability to deal tactfully and efficiently with members and co-workers on a professional level. Must be bondable. Notary Public Commission, or ability to obtain a Notary Public Commission within the first 6 months (excluding Illinois). Must be registered pursuant to requirements of the S.A.F.E. Act. Reporting Relationship Reports to the Vice President/Mortgage Sales, Senior Vice President/Mortgage Lending or Vice President/Mortgage Lending. Supervisory Responsibilities This position is not responsible for the supervision of others. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. Compensation details: 0 Yearly Salary PI955d77ca4b27-8344
GreenState Credit Union Westmont, Illinois
12/11/2025
Full time
GreenState Credit Union Bilingual Member Service Associate US-IL-Westmont Job ID: Type: Regular Full-Time # of Openings: 1 Category: Retail GreenState Credit Union Overview POSITION SUMMARY: This position is responsible for acquiring, expanding, and enriching member relationships, while providing exceptional service. The qualified candidate will be member focused, show excellence in accuracy and all their work, demonstrate integrity, share one vision through teamwork. Meets and exceeds sales expectations by providing personalized, professional service to all members in an exceptional manner, seeking out opportunities for additional business. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. GreenState is proud to offer a Bilingual Pay Program for qualifying applicants. Pay range for this hourly position is $24.02 - $28.08/hr and a progressive benefits package. Responsibilities Essential Duties and Responsibilities: Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Sales - Ask questions, listen to your members' needs and offer solutions that best fits the needs of your member. Acts as part of a cohesive team, demonstrating excellent interpersonal skills and the ability to interact positively with other employees. Ensures confidentiality of member account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners. Profile each member to uncover opportunities for additional business. Responsible for structuring loan applications, working with underwriters and adhering to all lending policies and regulations. Makes weekly outbound sales calls to members. Performs all aspects of MSR position. This includes the ability to accurately balance a cash drawer daily and a firm understanding of all credit union policies and procedures for cash handling, check handling, and identification. Builds member relationships by recognizing their financial needs and meeting those needs with the appropriate GreenState product and service or referring them to the specialized department (Wealth Management, Commercial, Mortgage, GreenState Insurance etc.) to be served. Participates in promotions, contests, and other departmental activities which support team goals. Responsible for sales of loan protection products. Possesses a thorough knowledge of all federal regulations and procedures concerning deposits. Performs vault duties including cash ordering, balancing, drawer audits, scheduling, and other duties as assigned. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events. Qualifications Job Requirements: Must have at least one year of similar or related experience or 12 months in an MSR role with knowledge of all credit union accounts and products with proven ability to handle a wide variety of functions quickly and accurately. High energy and sales ability and interpersonal skills to represent the credit union in a positive and professional manner. Ability to coordinate and prioritize work assignments and organize work efficiently. Must demonstrate good time management skills to meet established deadlines. Accuracy and attention to detail. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Proven relationship building skills and techniques. Must be self-motivated, exercise sound judgment, and be able to work independently Ability to maintain composure, and problem solve as they arise. Ability to develop and maintain positive and effective working relationship. Ability to work with minimal direction and exercise sound judgment. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand High school diploma or the equivalent (i.e. GED). Must be bondable. Must be registered pursuant to requirements of the S.A.F.E Act. Adheres to all state, federal and credit union regulations, policies, and guidelines. Reporting Relationship Reports to the Vice President / Branch Manager as assigned. Supervisory Responsibilities This position is not responsible for the supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. PIc5-
GreenState Credit Union Park Ridge, Illinois
12/11/2025
Full time
GreenState Credit Union Vice President/Mortgage Loan Officer US-IL-Park Ridge Job ID: Type: Exempt Full-Time # of Openings: 1 Category: Mortgage Lending GreenState Credit Union Overview POSITION SUMMARY: Creates, collects, analyzes, exercises judgment and advises members on mortgage loan options. Proactively seeks new business and builds pipeline. Maintains organization of portfolio and meets necessary and regulatory deadlines. As this position is 100% commission, significant time calling on prospective members and referral sources is essential. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Salary for this position is $52,000 with a progressive benefit package. Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES: Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change. Adheres to the Credit Union's core values and Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events on an annual basis. Explains the mortgage loan application process and products to the membership. Services by phone or in person the need for answers to inquiries pertaining to mortgage rates, mortgage programs, payments, daily rates, points, etc. Conducts mortgage loan application interviews assisting applicants in the completion of application. Gathers all required applicant information, including collecting, analyzing and advising members on best options to assure proper processing. Reviews applications, exercises judgment and renders loan decision for pre-approval/denial. Works with Underwriters in meeting their guidelines and obtaining loan approval. Is responsible for ensuring that all necessary documentation is in the loan files, including regulatory compliance items. With this position, it is customary to make regular outside sales calls to both prospective members and referral sources. Building relationships with realtors, builders are others that interact with the financial industry is crucial to ensure the ability to hit specific production targets. This may include such things as office calls, lunches or evening receptions as a way to generate future loan prospects. Most of such calls will take place outside of the employee's place of business many of which may extend outside normal work hours. Works with mortgage processing department when necessary to ensure final documentation is received by the investors in a timely manner. Assists to ensure that the various federal reporting documents are delivered in a timely manner, to include the borrowers 1098, sellers 1099, interest reported to the IRS, and the HMDA report. Assists in any necessary training and development needed within the GreenState Mortgage Loan department. Adheres to all state, federal and credit union regulations, policies and guidelines. Coaches, trains, and mentors Mortgage Loan Sales Associates. Qualifications JOB REQUIREMENTS: High school diploma or equivalent (i.e., GED.) with five years of previous mortgage experience. Knowledge of procedures, forms, secondary market guidelines and regulations as they relate to mortgage lending. Knowledge and procedures of Real Estate purchasing and refinancing. Ability, availability, and willingness to work flexible hours to accomplish workload. During periods of peak demand and at other times, job will require a non-traditional workweek with extra hours including evening and/or weekend duties. Ability and willingness to network in the community. This is essential to build potential member base as well as referral sources for future business. Ability to prioritize assignments and organize work efficiently, to handle large volumes of details. Interpersonal skills to represent the credit union in a positive way during member contact. Excellent figure aptitude. Accuracy and attention to detail required. Ability to operate related computer applications. Ability and desire to call on the Realtors and make sales marketing presentations. Ability to deal tactfully and efficiently with members and co-workers on a professional level. Must be bondable. Notary Public Commission, or ability to obtain a Notary Public Commission within the first 6 months (excluding Illinois). Must be registered pursuant to requirements of the S.A.F.E. Act. Reporting Relationship Reports to the Vice President/Mortgage Sales, Senior Vice President/Mortgage Lending or Vice President/Mortgage Lending. Supervisory Responsibilities This position is not responsible for the supervision of others. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. Compensation details: 0 Yearly Salary PIc3f3-8344
GreenState Credit Union Dubuque, Iowa
12/06/2025
Full time
GreenState Credit Union Junior Licensed Insurance Representative US-IA-Dubuque Job ID: Type: Regular Full-Time # of Openings: 1 Category: GreenState Insurance GreenState Credit Union Overview POSITION SUMMARY: The Junior Licensed Insurance Representative works closely with the License Insurance Repersentatives, Senior License Insurance Representatives, Insurance Processors Senior Account Managers, Account Managers, Licensed Insurance Agents, and Advisors. The primary duties of this position include accurate, timely and professional service to all members and staff of GreenState in daily transactions and inquiries. Provides information and answers to questions regarding GreenState Insurance products and services. This position is responsible for policy retention, member service and sales support. Bilingual in English and Spanish preferred. This role regularly interacts with members and clients whose primary language is Spanish. GREENSTATE CULTURE: At GreenState, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities. Pay range for this hourly position is $20.97 - $24.52/hr with a progressive benefits package. Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES: Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Develops thorough understanding and working knowledge of the agency management system, insurance company sites, underwriting guidelines and eligibility requirements. Updates policy information as needed and requests exceptions, if necessary, from underwriting. Sends binders of insurance for the Producers/LIA's. Processes third party mortgagee changes and send declaration pages to mortgagee lenders upon request. Processes change requests sent by LIA's and contacts underwriting if necessary for exceptions, collects and sends any required documents and asks for extensions. Contacts underwriting if necessary for exceptions, collects and sends any required documents to the insured. Handles client email requests - process changes as requested, gather information to obtain a quote, provide advice regarding insurance products and services, submit claims, advise about claims process, calls out as needed to discuss policies. Sends binders of insurance for the Producers/LIA's. Sends cancellations and processes cancellation requests sent by Advisors, LIA's, SAM's, and Processors. Utilizes DocuSign to assist with sending and receiving signatures for insurance applications and cancellations. Researches and resolves billing questions/discrepancies. Asks for exceptions and extensions from the companies as needed. Maintains appropriate level of continuing education credits as applicable by state and license guidelines. Upholds agency guidelines, processes, and procedures in accordance with GreenState Insurances expectations Attends community, industry, and GreenState Insurance/Credit Union events. Performs additional assigned duties, as necessary. Qualifications Bilingual in English and Spanish preferred. 0-2 years of similar or related experience; insurance experience is preferred. High school diploma or the equivalent (i.e. GED) Property and Casualty Insurance license is required for the position. Must obtain within 30 days of hire date. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Self-directed nature, ability to work independent of supervision, and ability to follow directions. Must be able to work in a high-pressured, fast paced environment with significant telephone and personal disruption. Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs. Ability to coordinate and prioritize large, detailed project requirements and schedules. Good time management skills required to manage and complete multiple assignments at the same time. Strong analytical skills with excellent verbal, written and interpersonal communication skills. Must be able to use knowledge and analytical skills to make quick judgements in various situations without much guidance. Must be bondable. Reporting Relationship This position reports to Personal Lines Service Manager. Supervisory Responsibilities This position is not responsible for the supervision of others. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. Compensation details: 20.97-24.52 Hourly Wage PI203f56583edd-5026
GreenState Credit Union Papillion, Nebraska
12/05/2025
Full time
GreenState Credit Union Vice President/Branch Manager US-NE-Papillion Job ID: Type: Exempt Full-Time # of Openings: 1 Category: Retail GreenState Credit Union Overview POSITION SUMMARY: Responsible for leading, directing, and mentoring sales and service teams to achieve branch outcomes. Leads business development goals and objections, staffing levels, schedule and performance standards. Embraces and works to achieve the mission and values of the organization. Performs other special projects and assignments as may be directed and delegated by the Vice President/Regional Manager. GREENSTATE CULTURE: GreenState Credit Union is opening a new branch in Papillion. This is your opportunity to join our team! At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. What We Offer: GreenState provides a comprehensive benefits package designed to support your whole self-professionally, personally, and financially. Highlights include: Flexible Time Off (FTO): Take time when you need it, with the trust and flexibility to balance life and work. Wellness & Health Coverage: Choose from robust medical, dental, and vision plans, including wellness and preventative care benefits starting the first of the month after hire. Paid Parental Leave: Six weeks of 100% paid leave to bond with a newborn or newly adopted child. Retirement Savings: 401(k) plan with up to an 11% employer match based on tenure. Paid Holidays: 13 paid holidays annually. Sabbatical Program: Four weeks of paid leave after 15 years of service, promoting rest and renewal. Financial Perks: Loan rate discounts, student loan interest reimbursement, and identity theft protection. Professional Growth: Career development opportunities and recognition programs to celebrate your achievements. At GreenState, you're not just joining a team, you're joining a community built on trust, growth, and purpose. Salary range for this position is $82,321.72 - $96,243.68 with a progressive benefit package. Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES: Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Oversees and manages retail branch banking offices, which include sales, service and operations. Includes managing branch staff with functions such as HR, audit, facilities, training and project assignments with the region. Implements plan (routines, tactics, strategies) to support achievement of goals and reinforces policies and procedures to comply with fundamental business and credit priorities of the credit union. Demonstrates teamwork in all interactions with co-workers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Participates in community and business functions/groups to ensure a positive image for the credit union within the designated marketplace. Responsible for efficient operations through continued assessment and improvements. Responsible for ensuring that all Credit Union policies, procedures are performed consistently with Board and management guidelines including office equipment and facilities upkeep. Monitors and reports as requested branch activities in key performance areas. Develops and recommends annual branch performance targets in both team and individual expectations. Coaches the branches to achieve business development activities including outside networking, in-branch selling, outbound phone selling skills and targeted branch correspondence. Coach to maximize these activities to branch loan and deposit goals as well as referrals to our branch partners (Mortgage, Commercial, Wealth Management and Insurance) and other services available to our membership. Create train/develop and coach a successful sales & service team by holding employees accountable for performance, rewards/recognition for achieving sales and service goals and retention for top talent. Conducts periodic sales and service performance with branch staff. Monitor branch activities and results to insure branch and employee success. Prepares and conducts performance evaluations, prepares documentation for retention in personnel files. Working with HR, recommends and implements disciplinary actions and appropriate staff counseling within the department as needed. Coordinates, tracks and monitors daily scheduling within those that report directly to this position including overtime, leave of absences, and prepares periodic tracking reports for the Human Resources department. Meets attendance standards to perform job functions including physical presence to provide team oversite, coordination of work, and ongoing feedback. Promotes the professional development of branch staff through individual and group training. Human Resources responsibilities for personnel supervised including hiring, termination, performance review, salary recommendation, and other personnel issues. Establishes performance goals and assesses annual performance branch staffing requirements. Plays a vital role in enriching the community by participating in community service organizations and /or credit union sponsored events on an annual basis. Works GreenState's sponsored and other events on or off premise as scheduled. Qualifications JOB REQUIREMENTS: Must have five years credit union or related experience; a minimum of two years supervisory experience with demonstrated leadership ability and team building skills preferred. High energy with the ability to approach individuals and engage in a conversation to successfully win business and open accounts. Thorough knowledge of products and services; ensures appropriate application of the credit union's policies and procedures. Ability to network/build relationships to grow business. Interpersonal skills to represent the credit union in a positive way, both internally and externally at all times. Accuracy and attention to detail with proficiency in both oral and written communications. Ability to prioritize work assignments and organize work efficiently to meet established deadlines. Well-developed problem-solving skills and ability to develop conceptual alternatives. Ability to plan, organize, implement, and interpret the programs, goals, objectives, policies, projects, and procedures. Conflict resolution and/or mediation skills. Computer literacy/experience. Reports to work punctually, prepared for scheduled meetings and is an active participant. Ability, availability and willingness to work flexible hours to accomplish workload. Job will require a non-traditional workweek with extra hours including evening and/or weekend duties. High school diploma or the equivalent (e.g. GED). Must be bondable. Must be registered pursuant to requirements of the S.A.F.E. Act. Reporting Relationship Reports to the Vice President / Regional Branch Manager as assigned. Supervisory Responsibilities Responsible for the supervision of assigned branch staff members. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. PIbf5885f4d3ca-1524
GreenState Credit Union North Liberty, Iowa
12/05/2025
Full time
GreenState Credit Union Collections Specialist US-IA-North Liberty Job ID: Type: Regular Full-Time # of Openings: 1 Category: Collections GreenState Credit Union Overview POSITION SUMMARY: Analyze and determine factors causing individual accounts to be delinquent and/or overdrawn. Complete all necessary efforts to successfully resolve these factors through interaction with the account holders to minimize the potential for financial loss to the credit union. The ultimate objective of all collection activities will be to determine the cause and severity of an account's delinquent and/or overdrawn status, and to establish an appropriate course of action to remedy the situation. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Pay range for this hourly position is $29.17 - $34.11/hr with a progressive benefits package. This position is a hybrid position with 3 onsite days at our headquarters in North Liberty. Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES: Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties andresponsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Reviews daily delinquency queues. Completes all necessary contacts on accounts via telephone, electronic, and written correspondence. Confers with members to determine the reason for delinquency on past due or overdrawn accounts, and to arrange an appropriate course of action to resolve the full delinquency. Contacts co-makers, co-borrowers and guarantors. Maintains and updates member records. Documents all communications and all collection activity. Performs skip-tracing duties as required and directed. Processes all accepted payment methods from members and authorized parties to delinquent accounts, ensuring attention to detail and accurate application of funds. Thoroughly works all delinquent accounts, ensuring all appropriate efforts are exhausted. Makes recommendations for accounts to be reviewed for repossession, foreclosure or charge off review. Assists with member escalations when necessary. Manages and maintains positive relationships with members and drives resolution to service delays and quality issues. Expedite, confirm, and follow up to ensure services are completed correctly for our members. Initiates workflow for review of modification, TDR, workout, deferment requests. Assists with departmental and/or branch training or job shadowing. Refers members to financial counseling resources when necessary. Plays a vital role in enriching the community by participating in community service organizations and/or credit union sponsored events, on an annual basis. Performs any other duties as assigned. Qualifications High School Diploma or GED. Minimum of three years of call center experience, with two of those years in a collections role. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. At times length of working day can be unpredictable, must be willing and able to work early and/or stay late with short notice. Ability and desire to interact with co-workers to develop positive and effective working relationships in all areas of Credit Union services. Strong interpersonal and persuasive skills to represent the Credit Union in a positive way during periods of stressful member contact. Interpersonal skills necessary to gather data from several sources and to represent positively the Credit Union during such contact. Ability to prioritize assignments and organize work efficiently, to handle large volumes of details. Ability to work independently. Accuracy and attention to detail required. Ability to operate related computer applications and office equipment. Must be bondable. Reporting Relationship Reports to the Collections Supervisor. Supervisory Responsibilities This position is not responsible for the supervision of others. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. PI4d3fa5-
GreenState Credit Union North Liberty, Iowa
12/03/2025
Full time
GreenState Credit Union Retail Loan Operations Intern US-IA-North Liberty Job ID: Type: Seasonal # of Openings: 1 Category: Operations GreenState Credit Union Overview GREENSTATE INTERNSHIPS: GreenState Credit Union's internship opportunity will immerse you into GreenState's fun and fast paced environment! As a valuable member of our team, you will provide direct support to your assigned team by owning the outcome for a variety of projects. We want your internship to be educational, meaningful, and exciting! As an intern, you will gain a better understanding of the roles in your department and be well prepared for work in the financial industry in the future. You will also have opportunities to work with GreenState members, other departments, and staff. The Retail Processing Intern will focus on several areas during the internship program including: Retail Loan Servicing and Home Equity Processing. Sorting, processing, and filing vehicle titles, assisting with loan quality control reviews, posting mail, processing member account adjustments, and assisting with home equity loan originations. This is a paid, on-site internship lasting 12 weeks, with an hourly wage of $15hr. The program runs from May 19th through August 7th. We will start outreach to internship candidates in January 2026. GREENSTATE CULTURE: At GreenState, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities. Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES: Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Assists with planning, coordination and execution of department events as directed by theappropriate staff member. Provides a variety of administrative and clerical support regarding respective departmental and organizational projects and tasks. Interacts with both internal and external GreenState parties including, but not limited to, fellow employees, department leaders, members, and vendors in the pursuit of departmental and organizational objectives. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events on an annual basis. Performs any other duties as may be required to meet Credit Union objectives. This job description does not list all the job duties. Intern may be asked to perform other duties by the staff or supervisor. Intern will be evaluated on performance of the projects listed as well as interaction with employees and clients. Work hours and project specifics will be negotiated with each candidate. Qualifications Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Job will require a non-traditional workweek with extra hours including evening and/or weekend duties. Must be a current student in good academic standing. Enthusiasm about knowledge acquisition and learning. Good oral communication skills and the ability to produce written communication. Ability to follow oral and written instructions. Good telephone manners and techniques. Ability to use and understand written material. Ability to work with minimal direction and exercise sound judgment. Ability to perform basic math calculations. Strong analytical, oral, and written communication skills. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Must be an undergraduate student entering their junior or senior year, prior to the commencement of the internship. Must be bondable. Reporting Relationship Reports to Department Leaders as assigned. Supervisory Responsibilities This position is not responsible for the supervision of others. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. Compensation details: 15-15 Hourly Wage PI6da931101b50-2992
GreenState Credit Union Clive, Iowa
12/02/2025
Full time
GreenState Credit Union Commercial Services Loan Officer 1st Vice President US-IA-Clive Job ID: Type: Exempt Full-Time # of Openings: 1 Category: Commercial GreenState Credit Union Overview Develops, documents, submits underwriting/applications, and distributes commercial loans to existing and potential members. Promotes and solicits commercial deposit accounts and related products and services. Salary range for this position is $108,206.28 - $126,505.60 with a progressive benefit package. This is an onsite position that will be based out of Des Moines, IA Responsibilities Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union's core values and Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business. Demonstrates teamwork in all interactions with co-workers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Cross-sells and refers all Credit Union products and services. Evaluates, encourages, cooperates and develops cooperation among staff members to ensure quality of work, effective employee relations, and a "team effort" and prompt service to members. Expands education through courses, seminars or conferences as they are offered. Ultimately responsible for assuring credit files are maintained in accordance with guidelines and insuring that all necessary documentation is in the file. Assures and prepares proper loan documentation for each transaction and is executed as required by the type of transaction. Explains the commercial loan application process and products to the membership. Conducts loan interview and analyzes loan requests and lease requests, applicant(s) financial position, credit information, and ability to repay the loan in making an informed decision to approve or deny the loan within officer limits and explains loan or lease documents to applicant(s). Obtains, evaluates and analyzes financial information to determine the cash flow, credit worthiness of the borrower, collateral margins and debt service capacity to submit to Executive Vice President/Commercial Services. Submits initial underwriting and proposed action of commercial loans to Executive Vice President/Commercial Services and Credit Analyst for credit decisions and approval. Submits loan requests and proposed action to Executive Vice President/Commercial Services and Commercial Loan Committee for approval. Explains reasons for denial to member; counsels and explores options for members when loans are denied. Initiates business development activities in a variety of different ways. Decides who to make calls to, engage, and follow up with existing borrowers. Works to create a network of contacts and referral sources in the business community through involvement in a variety of activities. Interviews business loan applicants and negotiates terms of credit, including price and collateral requirements. Makes decisions on which credits should be submitted for approval. Obtains and analyzes current financial information on existing loans for the purpose of conducting periodic reviews to determine the ongoing credit worthiness of the borrower. Assures annual reviews or file memos are in file as required by policy for commercial credit relationships. Maintains delinquency and charge off levels within approved guidelines; responsible for collection activity of commercial accounts. Develops an understanding of the CUSO and its functions. Works collectively with the Executive Vice President/Commercial Services to assure the CUSO is operating within the guidelines set forth in policy. Actively sells all business deposit accounts and other business products and services. Underwrites, approves, or denies applicants for deposit accounts, ACH products, and Remote Deposit Capture. Participates in community events to increase the Credit Unions' visibility and to enhance and seek new business opportunities. Plays a vital role by participating in three community service organizations and/or credit union sponsored events, on an annual basis. Seeks leadership roles in these organizations and events. Qualifications Ability to coordinate and prioritize assignments and organize work efficiently. Good time management skills required to manage multiple assignments on time. Interpersonal skills to represent the Credit Union in a positive way during member contact. Excellent figure aptitude, with accuracy and attention to detail required. Knowledge of procedures, forms and regulations as they relate to commercial lending and deposit gathering. Ability to deal tactfully and efficiently with members and co-workers on a professional level. Proficiency in a wide variety of personal computer software programs, including the Microsoft Office application suite. Ability, availability and willingness to work additional hours as dictated by the workload. A strong working knowledge of local area network directories, protocol and general maintenance procedures. Strong analytical skills with excellent verbal, written and interpersonal communication skills. Self-directed nature, ability to work independent of supervision, and ability to follow directions. Maturity and discretion to handle confidential information. Must be bondable. Four (4) year college degree preferred. Two (2) years of financial institution or equivalent work experience preferred. Reporting Relationship Vice President/Commercial Lending Supervisory Responsibilities This position is not responsible for the supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. PI4bc12e5da5-
GreenState Credit Union North Liberty, Iowa
12/01/2025
Full time
GreenState Credit Union Mortgage Post Closing Intern US-IA-North Liberty Job ID: Type: Seasonal # of Openings: 1 Category: Mortgage GreenState Credit Union Overview GREENSTATE INTERNSHIPS: GreenState Credit Union's internship opportunity will immerse you into GreenState's fun and fast paced environment! As a valuable member of our team, you will provide direct support to your assigned team by owning the outcome for a variety of projects. We want your internship to be educational, meaningful, and exciting! As an intern, you will gain a better understanding of the roles in your department and be well prepared for work in the financial industry in the future. You will also have opportunities to work with GreenState members, other departments, and staff. The Mortgage Post Closing Intern will focus on several areas during the internship program including: Scanning all closed mortgage documents into Post Closing Sort mail to the right department between Post Closing/Servicing Work/Send final recorded mortgages and promissory notes to end investor Complete and send attorney/title packets Work mortgage operations projects as they come up As time allows, learn and work mortgage operational tasks such as disclosure, redisclosure and lock desk & mortgage post closing files This is a paid, on-site internship lasting 12 weeks, with an hourly wage of $15hr. The program runs from May 19th through August 7th. We will start outreach to internship candidates in January 2026. GREENSTATE CULTURE: At GreenState, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities. Responsibilities Adheres to the Credit Union's core values in serving with truth, trust, mentoring, openness, risk-taking, communication, giving credit, integrity, caring, and respect in carrying out the GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival. Consistent usage of the members name during contact and always thanking them for their business. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Assists with planning, coordination and execution of department events as directed by the appropriate staff member. Provides a variety of administrative and clerical support regarding respective departmental and organizational projects and tasks. Interacts with both internal and external GreenState parties including, but not limited to, fellow employees, department leaders, members, and vendors in the pursuit of departmental and organizational objectives. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events on an annual basis. Performs any other duties as may be required to meet Credit Union objectives. This job description does not list all the job duties. Intern may be asked to perform other duties by the staff or supervisor. Intern will be evaluated on performance of the projects listed as well as interaction with employees and clients. Work hours and project specifics will be negotiated with each candidate. Qualifications Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Job will require a non-traditional workweek with extra hours including evening and/or weekend duties. Must be a current student in good academic standing. Enthusiasm about knowledge acquisition and learning. Good oral communication skills and the ability to produce written communication. Ability to follow oral and written instructions. Good telephone manners and techniques. Ability to use and understand written material. Ability to work with minimal direction and exercise sound judgment. Ability to perform basic math calculations. Strong analytical, oral, and written communication skills. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Must be an undergraduate student entering their junior or senior year, prior to the commencement of the internship. Must be bondable. Reporting Relationship Reports to Department Leaders as assigned. Supervisory Responsibilities This position is not responsible for the supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. Compensation details: 15-15 Hourly Wage PI2f8dfe8e82c2-2989
GreenState Credit Union Naperville, Illinois
12/01/2025
Full time
GreenState Credit Union Vice President/Treasury Management US-IL-Naperville Job ID: Type: Exempt Full-Time # of Openings: 1 Category: Treasury Management GreenState Credit Union Overview POSITION SUMMARY: Works in collaboration with Commercial Relationship Managers on the sales and implementation of Treasury Management and Commercial Deposit Services and provides ongoing support for the business members. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Salary range for this position is $139,883.64 - $163,540.00 with a progressive benefit package. Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES: Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Composes and prepares confidential correspondence, reports, and other complex documents. Sells treasury management products and services to GreenState Credit Union business members via a consultative selling process. Works closely with the Business Members to fully complete agreements, set up forms, procedures, for Treasury Management Services for business members. Creates and maintains database and spreadsheet files. Acts as a Treasury Management and Commercial Deposit customer service contact for business members and employees. Acts as the Account Analysis coordinator; reviews monthly reports to verify correct pricing. Works collaboratively with Compliance, BSA, Fraud, Accounting, and deposit operations to adhere to all credit union policies and procedures and regulatory requirements for depository accounts and treasury management services. Acts as a Merchant Credit Card Processing liaison between the GreenState Credit Union business members and Professional Solutions. Provides ongoing relationship servicing with current business members to maintain goodwill and gain additional business. Promotes and cross-sells other bank products and services as appropriate for the business members. Refers business members, owners or employees to other departments when appropriate. Conducts Annual/Semi Annual Review with Treasury Management relationships. Reviews exception pricing reports for accuracy. Prepares and coordinates information for banking proposals. Prepares cost comparisons for prospective customers. Qualifications Bachelor's degree (B. A.) in Business or Finance and four to five years banking experience or training, with a minimum of two years of treasury management experience, or equivalent combination of education and experience. Work experience must demonstrate progressive levels of responsibility in a banking environment. Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Proficiency with related computer applications, spreadsheets, word processing, databaseapplications, and banking software packages. Reporting Relationship This position reports to the Senior Vice President/Treasury Management. Supervisory Responsibilities This position is not responsible for the supervision of others. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. Compensation details: Yearly Salary PI0572d32081d2-2475
GreenState Credit Union North Liberty, Iowa
12/01/2025
Full time
GreenState Credit Union Senior Financial Analyst US-IA-North Liberty Job ID: Type: Exempt Full-Time # of Openings: 1 Category: Finance Work From Home Overview POSITION SUMMARY: This position makes a high level of impact on a rapidly growing organization and has proven technical skills in financial planning and analysis, strong accounting background, and the ability to work cross-functionally in a dynamic and fast paced environment GREENSTATE CULTURE: At GreenState, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities. Salary range for this position is $119,078.70 - $139,216.74 with a progressive benefit package. This is a fully remote opportunity. Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES: Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Performs credit modeling to determine CECL reserve, incorporating results and future allowance and provision estimates into forecast/budget. Maintains CECL model documentation, including supporting methodology and change management processes. Tracks trending loan performance and data mines assumptions for use in credit modeling. Supports model validation and internal/external audit reviews. Assists in the preparation of the annual budgeting, including the preparation of monthly financial forecasts and variance analysis. Monitors budget-to-actual performance and identify significant variances. Collaborates with departments to gather input and ensure data accuracy. Maintains and improves financial models, tools and databases to support analysis. Prepares financial reports and analyzes key performance metrics to identify trends and variances. Supports monthly, quarterly, and annual financial reporting processes. Serves as financial liaison, providing guidance on metrics and interpretation of financial reports. Provides insights into profitability, cost management and operational efficiencies. Collaborates with Finance and Accounting to deliver financial reports and key metrics to Company Leadership and Board of Directors on a regular basis using Power BI platform. Prepares peer analysis reporting. Conducts special analyses and projects to support strategic initiatives. Qualifications 5+ years of progressive analytical experience, ideally in financial services or a credit union environment Bachelor s degree in Finance, Accounting, Economics, or related field; MBA, CPA, or CFA preferred. In-depth knowledge of credit loss modeling and application of differing CECL methodologies including DCF, PD/LGD, WARM, etc. Hands-on experience developing annual operating budgets. Must be able to manage multiple assignments with changing deadlines in a high-pressure environment. Ability to coordinate and prioritize assignments and organize work efficiently for timely completion. Experience with financial modeling, planning, forecasting, and analysis skills; solid foundation in finance and GAAP accounting. Experience with Empyrean, Abrigo, or other budget and credit modeling software a plus. Ability to draw important insights from analysis; understand and communicate the story behind the numbers . Strong analytical and problem-solving skills. Proficiency in Microsoft Office, including Excel and Word. Power BI and SQL experience a plus. Ability, availability, and willingness to work flexible hours to accomplish workload. During periods of peak demand, job will require a non-traditional workweek with extra hours including evening and/or weekend duties. Interpersonal skills to diplomatically deal with employees of all levels, and to represent the credit union in a positive way during member contact. Ability to prioritize assignments and organize work efficiently, to handle large volumes of detail. Ability to deal tactfully and efficiently with members and co-workers on a professional level. Must be bondable. Reporting Relationship This position reports to the Finance Manager. Supervisory Responsibilities This position is not responsible for the supervision of others. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. Compensation details: 119078.7-139216.74 Yearly Salary PI993c1111c0de-7864
GreenState Credit Union North Liberty, Iowa
12/01/2025
Full time
GreenState Credit Union Mortgage Operations Intern US-IA-North Liberty Job ID: Type: Seasonal # of Openings: 1 Category: Mortgage Operations GreenState Credit Union Overview GREENSTATE INTERNSHIPS: GreenState Credit Union's internship opportunity will immerse you into GreenState's fun and fast paced environment! As a valuable member of our team, you will provide direct support to your assigned team by owning the outcome for a variety of projects. We want your internship to be educational, meaningful, and exciting! As an intern, you will gain a better understanding of the roles in your department and be well prepared for work in the financial industry in the future. You will also have opportunities to work with GreenState members, other departments, and staff. The Mortgage Operations Intern will focus on several areas during the internship program including: Incoming mortgage documents/mail, outgoing mail, entering in names into our LOS system, providing support with data entry for purchase advices, providing support with data entry for new realtors, providing support to our lending teams in the Iowa City/Cedar Rapids area with printing and reviewing closing documents. This is a paid, on-site internship lasting 12 weeks, with an hourly wage of $15hr. The program runs from May 19th through August 7th. We will start outreach to internship candidates in January 2026. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Responsibilities Adheres to the Credit Union's core values in serving with truth, trust, mentoring, openness, risk-taking, communication, giving credit, integrity, caring, and respect in carrying out the GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival. Consistent usage of the members name during contact and always thanking them for their business. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Assists with planning, coordination and execution of department events as directed by the appropriate staff member. Provides a variety of administrative and clerical support regarding respective departmental and organizational projects and tasks. Interacts with both internal and external GreenState parties including, but not limited to, fellow employees, department leaders, members, and vendors in the pursuit of departmental and organizational objectives. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events on an annual basis. Performs any other duties as may be required to meet Credit Union objectives. This job description does not list all the job duties. Intern may be asked to perform other duties by the staff or supervisor. Intern will be evaluated on performance of the projects listed as well as interaction with employees and clients. Work hours and project specifics will be negotiated with each candidate. Qualifications Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Job will require a non-traditional workweek with extra hours including evening and/or weekend duties. Must be a current student in good academic standing. Enthusiasm about knowledge acquisition and learning. Good oral communication skills and the ability to produce written communication. Ability to follow oral and written instructions. Good telephone manners and techniques. Ability to use and understand written material. Ability to work with minimal direction and exercise sound judgment. Ability to perform basic math calculations. Strong analytical, oral, and written communication skills. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Must be an undergraduate student entering their junior or senior year, prior to the commencement of the internship. Must be bondable. Reporting Relationship Reports to Department Leaders as assigned. Supervisory Responsibilities This position is not responsible for the supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. Compensation details: 15-15 Hourly Wage PI30e6a92cec28-2990