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Mortgage Operations Intern (North Liberty)

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, 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. PI57c6c9cb868f-38003-39129987

  • North Liberty, IA

  • no content

Licensed Insurance Associate (Clive)

Overview POSITION SUMMARY: The Licensed Insurance Associate is an entry level sales position. This position serves as the first point of contact for our clients and carriers and will sell and service insurance policies that meet our clients’ needs and protect their assets. This position will also collaborate with other agents and associates to create a holistic and integrated insurance portfolio for our clients which provides lasting security. 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 $21.46 - $25.08/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. 1. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. 2. Demonstrates a positive member service (internal and external) focus at all times. 3. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. 4. Ensures confidentiality of member information. 5. Supports a diverse and inclusive work environment. 6. Works as primary driver of GreenState Insurances Personal Lines agency growth driving sales throughout our agency footprint and membership. Along with being the primary point of contact for agency book rolls driving growth through service and retention. 7. Gains knowledge to analyze and interpret new and existing client’s insurance needs based on their specific circumstances. 8. Seeks recommendations from existing GreenState client base to expand agency book of business. 9. Proactively contacts Mortgagee’s to review insurance coverages ahead of closing with GreenState Mortgage department. 10. Makes outbound sales calls to current and potential insureds outlining the benefits of GreenState insurance. 11. Works the recommendations pipeline from internal partners via Salesforce, GreenState’s internal CRM. 12. Upholds agency guidelines, processes and procedures in accordance with GreenState Insurances expectations. 13. Reviews and maintains current book of business looking for upsell opportunities and ensuring we retain our existing member base. 14. Manages request for quotes, changes to existing coverage and/or new policies. Determines acceptability and placement, completes applications or endorsements, and collects premium when applicable. 15. Proactively solicits increases in limits, coverages and/or rounding out accounts through sales to clients with every service contact and sends recommendations to the Portfolio Management team where appropriate. 16. Provides excellent customer service to clients’ questions to provide appropriate answers related to their coverage and/or policy status. 17. Documents all material conversation with insured and/or carriers regarding exposures and coverage with agency management system. 18. Assists with record keeping of sales activities and results. 19. Attends service and/or sales meetings as needed. 20. Works on individual or corporate projects that may be assigned by management occasionally. 21. Seeks referrals/sales from current Membership base and Personal referrals to solicit for new business prospects; follows up to generate new business using prospect database and automation system. 22. Meets minimum sales and retention expectations for all products and services outlined in the incentive program. 23. Maintains appropriate level of continuing education credits as applicable by state and license guidelines. 24. Works to maintain basic carrier product and interface knowledge. 25. Receives phone calls and assists potential walk-in clients. 26. Attends community, industry, and GreenState Insurance/Credit Union events. PI459560a27e6d-38003-37900094

  • Clive, IA

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Member Service Associate (North Liberty)

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: M-F 8:45am - 5:15pm 3 out of 4 Saturdays 8:45am - 12:15pm Pay range for this hourly position is $21.46 - $25.08/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 – 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. PIc34533afd005-38003-39897369

  • North Liberty, IA

  • no content

Bilingual 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. GreenState is proud to offer a Bilingual Pay Program for qualifying applicants. 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. PI568557c6eb7a-38003-39244803

  • Addison, IL

  • no content

Bilingual Member Service Associate (Plainfield)

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. GreenState is proud to offer a Bilingual Pay Program for qualifying applicants. Pay range for this hourly position is $24.02 - $28.08/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 – 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. PIef0a2bd8164d-38003-39439465

  • Plainfield, IL

  • no content

Director Retail Branches (Ankeny)

Overview POSITION SUMMARY: Experienced leader overseeing the operations, growth, and profitability of the branches within the district. Responsible for a team of branch managers and staff, providing support and guidance to optimize branch operations, drive sales initiatives, maintain a high standard of member service, and represent GreenState in the community through events and networking. 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 $169,912.86 - $198,647.80 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. Conduct routine on-site visits to each branch to maintain visibility, build rapport, and support staff. Observe and coach sales and service standards ensuring Branch Managers lead and coach daily in alignment with expectations. Observe and support managers in preparing and leading productive staff meetings. Serve as a resource for managers, providing actionable guidance to boost team motivation, cohesion, and overall satisfaction. Offer guidance and resources during operational challenges, staff shortages, or member concerns, acting as the first point of contact for issue resolution. Promote employee engagement and morale. Drive branch performance by monitoring and coaching Branch Managers to achieve sales, service, and growth goals. Ensure operational efficiency and compliance with audit and regulatory standards. Coordinate and collaborate with District Managers and Retail Enablement to maintain consistency across branches. Conduct market-wide training sessions and targeted training for MSRs/ACE staff. Actively identify and mentor high-potential employees within the district to support succession planning and leadership development. Foster cross-branch collaboration by encouraging communication and best practice sharing. Lead initiatives to address shared challenges and identify growth opportunities. Partner with Branch Managers to identify and drive business development efforts, deepen member relationships, and strengthen community connections. Collaborate with Business Development to identify SEG and community partners aligned with retail goals; participate in initial outreach and onboarding before transitioning to branch staff. Represent GreenState in the community by attending credit union-sponsored events, networking, and forming new local partnerships to enhance brand presence; ensure branch staff participation. Responsible for identifying and adding new Direct Dealer partners and supporting targeted acquisition programs or partner referrals. Lead and/or participate in projects and perform other duties as assigned. PI08deb677086e-38003-39272966

  • Ankeny, IA

  • no content

Account Resolution Default Coordinator (North Liberty)

Overview POSITION SUMMARY: Reviews all accounts prior to charge off to ensure that all efforts have been exhausted in the collection of the outstanding debt. Analysis of accounts deemed efforts exhausted to confirm account is uncollectable and provide specific historical synopsis supporting recommendation for appropriate mitigation or liquidation action to minimize the potential for financial loss to the credit union. Efforts will include, but not be limited to extensive telephone, written and person to person communication, skip tracing, credit review, lien search, site visits, review of member’s financial situation and any other necessary actions to determine best course of action. 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 $38.06 - $44.50/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. Makes recommendations for and implements appropriate action for those accounts that cannot be contacted, or for which satisfactory arrangements cannot be made. Initiates workflow for review of modification, TDR, workout, deferment requests. Responsible for monitoring and taking required actions on discharged Bankruptcy accounts to ensure members adhere to court order, and if not take necessary actions to mitigate loss for credit union. Responsible for monitoring active bankruptcy cases to confirm members are adhering to the court ordered bankruptcy plan. Initiates workflow to Legal Processor for follow up if members are not adhering to the plan. Maintains and updates member records. Records all communications and all collection activity. Performs skip-tracing duties, as required. Assists with departmental and/or branch training or job shadowing. Analyzes repossession/foreclosure request to ensure efforts have been exhausted, due diligence has been completed and determine cost effectiveness for recovery of asset. Review accounts identified as efforts exhausted to verify all collections activity has been completed. Initiate workflow to recommended account for charge off if all efforts have been exhausted. Approves or recommends to Collateral Management based on delegated authority or declines and refers to account resolution with coaching on next steps. Makes collection contacts for deficiency balances and accounts pending charge off to determine arrangements with members to mitigate losses for the business. Resource for questions and training of new hires. 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. PI9a5108819e64-38003-36873805

  • North Liberty, IA

  • no content

Member Service Representative (Papillion)

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: Monday-Friday 8:00am-5:30pm Saturday 8:30am-12:30pm Rotating Saturdays up to 3 per month 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. PI478f419e6749-38003-40601884

  • Millard, NE

  • no content

Bilingual Member Service Representative (Naperville)

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, 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. GreenState is proud to offer a Bilingual Pay Program for qualifying applicants. Spanish Speaking preferred. Position details: Monday through Friday from 8:30am - 5:15pm, plus 3 out of 4 Saturdays from 9:00am - Noon Pay range for this hourly position is $19.47 - $22.76/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. PIa18f2270ed7c-38003-37710784

  • Naperville, IL

  • no content

Senior Research Analyst (Bellingham)

Summary: Bellingham Technical College (BTC) seeks a 75% (30 hour per week) Senior Research Analyst to lead collaborative assessment of the College’s Competency-Based Education (CBE) implementation; help build centralized data dashboards and systems; collect and analyze information on student characteristics, enrollment, retention, and completion; and train BTC employees on using data related to both student/employee experiences with CBE and regional workforce needs. They will support relevant data and research requests, work with other grant team members to track the performance of project objectives, and assist with grant external evaluation processes as appropriate. As a member of BTC’s Institutional Planning and Assessment (IPA) department, this position will help advance BTC's culture of inquiry and evidence by providing relevant project data and analyses for use in planning and decision-making. The position is funded through a five-year Title III Strengthening Institutions Program (SIP) grant project, Meeting Workforce Demand Through Competency-Based Education (CBE) . The grant is scheduled to end September 30, 2031; however, grant-funded positions are temporary, dependent upon project funding, and can end at any time funding is discontinued. Salary: $69,750 – 81,000 annually for this 75% position Under the general direction of the Associate Director of Data and Research, the Senior Research Analyst will: Work collaboratively with campus partners to develop an outcomes-based assessment plan, assess the effectiveness of BTC’s Competency-Based Education (CBE) implementation (e.g., redesigned instructional model, adjusted student support services, and new faculty training), and identify areas of improvement based on the assessment; Create and/or enhance existing data systems—including data dashboards to track student enrollment, course success, persistence, time-to-completion, and credential attainment—to help employees analyze data related to student and employee engagement with CBE experiences; Design data collection instruments (e.g., activity tracking mechanisms, survey, interview/focus group protocols), conduct interviews/focus group sessions, and administer surveys; Develop a workforce demand data system that integrates existing regional and/or State resources and practices; Develop and provide training to BTC employees related to analyzing regional industry demand data and engaging in data-informed workforce development planning; Respond to and track relevant data and research requests from internal and external audiences; Work with the Title III SIP grant team to track the performance of project objectives and assist with external evaluation processes as appropriate; Contribute to the advancement of BTC’s culture of inquiry and evidence by providing relevant project data and analyses for use in planning and decision-making; Operate a variety of research and analytic computer application programs (e.g., SQL Server Management Studio [SSMS], PeopleSoft [PS] Query, Tableau, R Statistical Computing Software, statistical applications of Microsoft Access and Excel); Identify and work with appropriate departments to address issues pertaining to data quality control (e.g., data input accuracy and consistency); Apply legal and ethical components involved in conducting research and analysis (e.g., Family Educational Rights and Privacy Act [FERPA], human subjects protection); Present complex information to non-technical audiences; Maintain regular, ongoing communications with Title III SIP grant team members and key Institutional Planning & Assessment department partners across campus; Serve as a member on committees or groups that require data or accountability/performance measures and participate in the activities of the Research and Planning Commission (RPC) of the WA State Board for Community and Technical Colleges (SBCTC); and Perform other duties as assigned. Skills/Abilities: Strong collaborative leadership skills; Skills in research and assessment methodologies and design, including quantitative, qualitative, and mixed methods approaches; Strong organizational and problem-solving; Excellent oral/written communication skills, including ability to write clearly and concisely; Ability to use a variety of technologies to manage, extract, analyze, present, and visualize data; Ability to troubleshoot and quickly identify solutions to data reporting and analysis problems; Ability to learn and apply new technologies and best practices; Ability to work collaboratively with different members of the College—including individuals of varied ethnicities, ages, backgrounds, and abilities—in an inclusive and participatory manner; Ability to maintain confidentiality and adhere to research ethics; Ability to present technical information to non-technical audiences and provide training and technical assistance to adult learners; Ability to work under pressure, work with ambiguity, and prioritize competing demands; Ability to work within a team. Minimum Qualifications: Bachelor's degree from an accredited institution; One year of experience managing, extracting, analyzing, and presenting data; and One year of experience working with structured query language (SQL); OR A combination of experiences and training that provides the applicant with the knowledge, skills, and abilities to perform the job will be considered. Preferred Qualifications: Master’s degree or higher from an accredited institution; Experience with quantitative, qualitative, and mixed methods data analysis and assessment including using multiple data resources to support institutional/organizational improvement and data-informed decision-making; Experience with project management and working collaboratively with colleagues; Experience using Microsoft Office applications (Access, Excel, Outlook, PowerPoint, and Word), SQL utilization software (e.g., SSMS), statistical tools (e.g., Python, R, SAS, SPSS), data visualization tools (e.g., Shiny, Tableau), the Oracle PeopleSoft ERP system, qualitative assessment tools (e.g., SurveyMonkey, Microsoft Forms) and/or related data structures and reporting tools; Experience teaching and/or providing training and technical assistance to adult learners; Professional experience in higher education and/or a research setting; Experience with using Washington State Board for Community and Technical Colleges (SBCTC) statewide data management systems, data warehouses, and/or processes related to allocation and funding; Experience with Washington State labor market data; Experience applying best practices in data visualization (e.g., dashboards); Experience with maintaining data confidentiality and security, and adhering to research ethics Compensation, Work Schedule and Benefits: Salary: $69,750 – 81,000 annually for this 75% position Benefits: Leave benefits: 8 hours per month of sick leave 16 hours per month of vacation leave 24 hours of personal leave per calendar year 12 paid state/college holidays per calendar year Benefits also include a Washington State insurance package including selecting one of: 6 medical options 3 dental plan options 3 vision plan options Include: life insurance

    • Bellingham, WA

    • no content

    Junior Licensed Insurance Representative (Dubuque)

    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. PI7fa0984f0a29-38003-38332946

    • Durango, IA

    • no content

    Senior Salesforce Operations Specialist (North Liberty)

    Overview The Senior Salesforce Operations Specialist coordinates cross-functional efforts between business stakeholders, Salesforce delivery teams, and compliance and audit partners to support a secure, scalable, and well-governed platform. The Senior Salesforce Operations Specialist oversees the intake and evaluation of enhancement requests and helps drive delivery coordination. For larger initiatives, this role will step in as a project manager to support planning, timelines, and execution. This position also helps ensure data integrity, platform standards, and regulatory requirements are consistently upheld. The ideal candidate is highly organized, communicates effectively across teams, and can balance governance, operational support, and project coordination to maintain a healthy Salesforce environment that scales with the 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. Salary range for this position is $90,593.36 - $105,914.12 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. Coordinate Salesforce demand intake and assist with overseeing evaluation process, including facilitating meetings as needed, coordinating and organizing moving parts with teams impacted, and assessing each request for compliance implications. Partner with VP Salesforce and business owners to ensure requests align to roadmap and strategy. Ensure regulatory and audit compliance working with compliance and audit teams to keep Salesforce platform adhering to credit union policies and controls. Ensure risk, compliance, and audit readiness. Maintain documentation, controls, and policy adherence. Organize timelines and ensure enhancements meet deadlines. Act as Salesforce project coordinator for internal and external project implementations. Measure success of Salesforce enhancements as it relates to ROI. Assist with defining project scopes, goals, timelines, and deliverables in collaboration with stakeholders. Coordinate internal and external resources, ensuring timely execution and delivery. Monitor project risks, dependencies, and communication with stakeholders at all levels. Communicate platform project status and delivery outcomes to leadership. Facilitate cross-functional meetings, maintain documentation, and ensure consistent communication across all levels. Monitor project milestones and deliverables, ensuring adherence to quality standards. Maintain and enforce platform governance standards (naming conventions, data ownership, usage policies). Monitor and report on data quality metrics, driving remediation initiatives. Track platform KPIs (adoption, performance, data integrity). Document and communicate decision rationales to stakeholders as needed. Identify opportunities to enhance platform adoption and operational efficiency. Maintain documentation, security roles, and compliance procedures. Perform other duties and responsibilities as assigned. PI9ac327fbd059-38003-40832689

    • North Liberty, IA

    • no content