Healthcare

Member Service Associate (Addison)

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. Hours: Mon-Friday 8:15am-5:15pm Saturday 8:45am-12:15pm 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. PI697c133e4c92-38003-41292467

  • Addison, IL

  • no content

Member Service Representative (North Liberty)

Overview 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. Hours: M, W, F 8:45am-5:15pm Saturdays 8:45am-12:15pm Pay range for this hourly position is $17.39 - $20.33/hr with a monthly incentive opportunity and a progressive benefits package. 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. PI48b7ddab6f9e-38003-40173660

  • North Liberty, IA

  • no content

Vice President/Branch Manager (North Liberty)

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 Director – Retail Branches. 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 $82,321.72 - $96,243.68with 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. PIedf1edd8ecc4-38003-39309031

  • North Liberty, IA

  • no content

Member Service Representative (Iowa City)

Overview 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. Hours Mondays - all day Tuesdays - morning / flexible Wednesday - off Thursdays - morning / flexible Friday - all day Pay range for this hourly position is $17.39 - 20.33/hr with a monthly incentive opportunity and a progressive benefits package. 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. PI9db4a37e57f9-38003-41431908

  • Iowa City, IA

  • no content

Director - Data & Analytics (North Liberty)

Overview INFORMATION TECHNOLOGY: GreenState's Information Technology department adheres to the corporate values and acts as a business partner who understands the needs of the business, enables business units to meet strategic objectives through technology, and provides employees and members with quality technology platforms that are always available, always relevant, and always scalable. POSITION SUMMARY: The Data & Analytics Director is responsible for leading and managing the Data Architecture, Engineering, Business Intelligence teams which encompasses data flow, analysis & reporting and data science based on organizational priorities. This includes aligning IT operational processes and strategic roadmaps with business needs, ensuring that standards and technology best practices are consistently met, and managing project intake and resources based on the direction and emphasis of organizational demands. 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 $159,822.78 - $186,851.34 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. Leads the organization in GreenState's data strategy, service management, and delivery functions. Establishing and executing a comprehensive data vision. Develops departmental operating plans to carry out the technology vision and leverage digital best practices across the organization. Aligns IT operational processes and roadmaps with the organizations business needs. Executes and sets the example of appropriate project management oversight by overseeing multiple projects in various areas of discipline. Develops and maintains processes for checks and balances of key steps to be followed by operational resources and/or automated systems. Fosters vendor relationships to ensure timely and valuable deliverables for stakeholders. Ensures key vendors and applications integrate appropriately and minimize additional expense and dual entry and processing. Employs and maintains system processes and controls to protect data in conjunction with thecorporate business resumption plan. Defines and maintains strategy for data availability. Continually works with systems, vendors, and staff to seek methods of improving manual process with automation. Researches industry trends in data and development to ensure the credit union remains competitive in its products and service offerings. Maintains awareness of changing trends in technology and regulations in the credit union industry to include software and systems and act as required. Provides and maintains key methods of implementation of new enhancements, system upgrades and modifications by coordinating with proper staff and processes. Coordinates and maintains personnel resource schedule as applicable to ensure timeline processing of key business data. Acts as primary conduit for data flow and enhancements to key business workflows by directing appropriate staff and managing resources. Manages the full development lifecycle for the design, development, and deployment of solutions, and establish and maintain standards, methods, and procedures. Prepares service reports for the Executive Team and Board of Directors. Coaches and directs staff in operational activities to ensure compliance with operational goals. Ensures that various federal reporting documents are delivered in a timely manner. Ensures that processes comply with State and Federal rules and regulations. Provides leadership to the team ensuring employees are positioned for success by providing guidance and championing performance and development opportunities. Provides a high level of technical guidance to internal customers utilizing expert technical proficiency. Provides input on Departmental or functional strategy and policy formation. Ensure budgets, resources, and schedules meet corporate requirements and milestones. Utilize negotiation skills aimed at providing the best outcome for the organization. Collaborate with internal business partners to establish strategic plans and meet deadlines. Embraces and leads change. 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 other duties as assigned. PI34d5cbf7f2ad-38003-38721860

  • North Liberty, IA

  • no content

Instructional Designer (Clive)

Overview This position is responsible for writing and developing course contents to deliver information to employees in an engaging, efficient, and effective manner. This includes working with subject matter experts to identify content suitable for inclusion in electronic courses; designing course components and course outlines based on a needs assessment, developing, managing, and maintaining written documentation of procedures to further support content delivered through online courses; and development and maintenance of the content on the Learning Management System. This role works closely with the subject matter experts delivering instruction in the classroom to develop and design training courses and deliver them through various learning technologies. 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 $79,173.90 - $92,563.38 with a progressive benefit package. 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. Meets with subject matter experts and the learning and development team to identify content that is best delivered through electronic courses and e-learning platforms. Identifies critical course objectives by working closely with subject matter experts, evaluating the needs, goal and outcome of the course objectives. Works as content liaison for change management for the credit union, organizing change information into consumable content for LMS l or other learning technologies. Ensures content is organized, reliable, accurate, and relevant. Presents the framework design/s to the end user with description of the idea meant to be communicated. Packages course content for media design electronic course content and flow. Provides reports and verifies that finished courses meet the objectives specified by subject matter experts. Assists in developing engaging electronic courses to reinforce critical concepts, enhance transfer of knowledge, and aid knowledge retention. Verifies that finished courses meet the objectives specified by subject matter experts. Acts as an administrator for the Learning Management System. Monitors, refreshes and updates content to keep employees engaged through the Learning Management System. Maintains document tags and metadata to optimize search functionality in the Learning Management System. Assists with the creation of written training documents, learning aids, handouts, and PowerPoints for use in instructor-led training sessions. Identifies, promotes, and evaluates innovative ideas for delivery of electronic content using all systems and software available. Seeks out opportunities to create efficiencies in the delivery of content to employees. Performs other duties as assigned. PI147351ccc690-38003-41431884

  • Clive, IA

  • no content

Commercial Services Loan Officer Vice President (North Liberty)

Overview POSITION SUMMARY: Develops, documents, and underwrites commercial loans to existing and potential members. Promotes and solicits commercial deposit accounts and related products and services. 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 $145,230.02 - $169,790.92/hr 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 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, including retail offerings. 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. Participates in continuing education as necessary. Remains informed of Federal and State regulations which govern credit-granting procedures, including Equal Opportunity Act (Reg B), Federal Truth-in-Lending Act (REG Z), Fair Credit Reporting Act, and Bankruptcy Reform Act, and NCUA business loan rules. 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. Assures appropriate documentation is maintained for loan approvals and rejections. 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. Explains reasons for denial; counsels and explores options for members when loans are denied. Initiates business development activities by making calls on existing and potential members. Works to create a network of contacts and referral sources in the business community through involvement in a variety of activities. Explains the commercial loan application process and products to the membership. Conducts loan interview an analyzes loan requests and lease request, applicant(s) financial position, credit information, and ability to repay the loan in making an informed decision to approve or deny the loan and explains loan or lease documents to applicant(s). Obtains annual financial and loan information that meets the credit union policy standards. Is responsible for ensuring that all necessary documentation is in loan files, including regulatory compliance items. Determines applicant qualifications and type of commercial loan most advantageous, approves or rejects the loan request in accordance with credit union policy. Conducts commercial loan closing insuring proper documentation with needed signatures and compliance. Pays out closed commercial loans, mails checks issued, and records needed documents. Assists in collection and delinquency control of commercial and real estate loans as assigned. 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 and understanding of the CUSO and its functions. Works collectively with the Executive Vice President 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. 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. PIc67253fcb9f6-38003-37073834

  • North Liberty, IA

  • no content

Bilingual Member Service Representative (Des Moines)

Overview 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. Hours: Monday through Friday 8:15-5:30 Saturdays 8:30-12:30 Pay range for this hourly position is $17.39 - $20.33/hr with a monthly incentive opportunity and a progressive benefits package. 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. PIb1be8baa6264-38003-41672912

  • Des Moines, IA

  • no content

Member Service Consultant (Fort Dodge)

Overview 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. Hours: Mon-Fri 8:00am to 5:30pm Sat 8:30am to 12:30pm Pay range for this hourly position is $23.64 - $27.64/hr with a monthly incentive opportunity and a progressive benefits package. 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 - Responsible for achieving high sales expectations by promoting all retail products and services. 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 to increase overall sales performance. 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 deposit. 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. PI81788fcb313f-38003-41093372

  • West Fort Dodge, IA

  • no content

Mortgage Operations Desk Processor (North Liberty)

Overview The Mortgage Operations Desk Processor is responsible for the daily management and tasks of GreenState’s disclosure, redisclosure and lock/secondary desks. The position plays a critical role in maintaining the profitability of each individual residential mortgage loan as well as GreenState’s. Candidates must have the ability to exercise good judgement while being responsive to an everchanging, unpredictable set of circumstances including market movement, volume levels, loan characteristics, and Secondary Market requirements. This position is fast-paced, deadline driven, and requires exceptional attention to detail. 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 $26.02 - $30.42/hr with a progressive benefits package. 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. Adheres to all state, federal and credit union regulations, policies and guidelines. Willingness to adjust to duties between the desks on an as needed basis. Disclose and Redisclose loans that meet compliance, regulation and GreenState requirements and guidelines. Ensures proper documents are sent to borrowers based on state requirements and loan parameters. Processes rate lock requests for initial locks, profile change requests, lock extensions, re-locks, renegotiations, cancellations, pair-offs, etc. accurately and efficiently. Screens incoming rate lock requests for conformance to GreenState Lock Desk Policies and Procedures. Collects invoices for pair-offs and works with the Account Specialist to ensure payment is processed accordingly. Tracks amount and reason for roll, pair-off, Early Payoff, and other fees adjusted upon purchase to assure accuracy and provide feedback to loan teams when necessary. Communicates extensively with investors regarding pair-off and Early Payoff fees. Documents and stores exception approval for future potential review by regulators. Evaluates and identifies loan level characteristics to determine if individual loans should be locked Best Efforts or Hedged. Investigates and resolves price discrepancies at the time of initial lock and final loan purchase. Reconciles key data points affecting pricing and eligibility on loans throughout the lock period. Documents vital information to hedge files towards specific investors, when necessary. Assists with generating hedged pipeline reports and ensures the accuracy of pipeline data. Communicates extensively with trader and broker dealers to assure incoming or outgoing wire invoices are accurate. Calculates the daily mortgage rates for publication with market-specific pricing, uploads the daily rates to the GreenState website, and distributes the rate sheet accordingly. Maintains an email distribution list of realtors and distributes rate sheets daily. Collects purchase advices from investors, enters data into Encompass, and reviews information for accuracy. Communicates with investors acting as intermediary on behalf of the Credit Union and the respective loan team in investigating discrepancies or errors. Works with investors in rectifying any discrepancies. Assists with producing and submittal of Withdrawn/Denied as well as Lock Expiration Reports to department staff to prevent or curtail losses. Assists with ongoing training and support for Mortgage Loan Officers and Mortgage Associates. Attends appropriate outside training opportunities to gain knowledge and help identify potential efficiencies. PI9312590800e9-38003-38462373

  • North Liberty, IA

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Vice President/Mortgage Loan Officer (Omaha)

Overview 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. 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. PI9d7df23978ef-38003-39546665

  • Elkhorn, NE

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Member Service Consultant (West Des Moines)

Overview 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. Hours Monday-Friday: 9:00am - 5:00pm Saturday: 9:00am - 12:00pm 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 $23.64 - $27.64/hr with a monthly incentive opportunity and a progressive benefits package. 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 - Responsible for achieving high sales expectations by promoting all retail products and services. 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 to increase overall sales performance. 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 deposit. 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. PId10629b9aba9-38003-41531016

  • Clive, IA

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