Logistics

Vice President/Mortgage Loan Officer (Park Ridge)

Overview POSITION SUMMARY: Creates, collects, analyzes, exercises judgment and advises members on mortgage loan options. Proactively seeks new business and builds pipeline. Maintains organization of portfolio and meets necessary and regulatory deadlines. As this position is 100% commission, significant time calling on prospective members and referral sources is essential. GREENSTATE CULTURE: At GreenState, 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 for this position is $52,000 with a progressive benefit package. Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES: Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change. Adheres to the Credit Union's core values and Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events on an annual basis. Explains the mortgage loan application process and products to the membership. Services by phone or in person the need for answers to inquiries pertaining to mortgage rates, mortgage programs, payments, daily rates, points, etc. Conducts mortgage loan application interviews assisting applicants in the completion of application. Gathers all required applicant information, including collecting, analyzing and advising members on best options to assure proper processing. Reviews applications, exercises judgment and renders loan decision for pre-approval/denial. Works with Underwriters in meeting their guidelines and obtaining loan approval. Is responsible for ensuring that all necessary documentation is in the loan files, including regulatory compliance items. With this position, it is customary to make regular outside sales calls to both prospective members and referral sources. Building relationships with realtors, builders are others that interact with the financial industry is crucial to ensure the ability to hit specific production targets. This may include such things as office calls, lunches or evening receptions as a way to generate future loan prospects. Most of such calls will take place outside of the employee’s place of business many of which may extend outside normal work hours. Works with mortgage processing department when necessary to ensure final documentation is received by the investors in a timely manner. Assists to ensure that the various federal reporting documents are delivered in a timely manner, to include the borrowers 1098, sellers 1099, interest reported to the IRS, and the HMDA report. Assists in any necessary training and development needed within the GreenState Mortgage Loan department. Adheres to all state, federal and credit union regulations, policies and guidelines. Coaches, trains, and mentors Mortgage Loan Sales Associates. PI5452948c32fb-38003-38396425

  • Park Ridge, IL

  • no content

Human Resource/Benefits Specialist (North Liberty)

Overview POSITION SUMMARY: The HR/Benefits Specialist plays a critical role in the administration and delivery of employee benefits programs, compliance, and day-to-day HR support. This position will be responsible for assisting in the management of health, dental, vision, life insurance, retirement, and other benefits. The Specialist will also provide assistance in areas such as compliance with regulatory requirements, employee benefits education, and leave of absence support. 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 $69,280.38 - $80,996.76/yr 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. Compliance & Regulatory Oversight Assists in ensuring compliance with state and federal employment and benefits regulations, including regulatory reporting (e.g., 1095 reporting, workers’ compensation). Serves as HIPAA Privacy Official, overseeing adherence to HIPAA privacy rules. Supports the HR team with the implementation of necessary updates to stay compliant with employment laws. Helps maintain and track key compliance-related documents and reports. Benefits Administration Supports the administration and coordination of employee benefits, including health, dental, vision, 401(k), life insurance, and other benefit programs. Assists employees with benefits-related inquiries and guide them through the onboarding and offboarding processes. Maintains accurate records of employee benefits enrollments and terminations. Collaborates on annual benefits enrollment activities and assist with the preparation of related communications. Leave of Absence Administration Assists employees and managers with the leave of absence process, including Family Medical Leave Act (FMLA), ADA, and other leave policies. Maintains accurate records of employee leave balances and ensure compliance with company policies and state/federal regulations. Coordinates with third-party administrators and providers regarding leave benefits. Benefits Support & Process Improvement Provides benefits education and guidance to employees, ensuring they have a clear understanding of available benefits options. Assists in evaluating and maintaining HR systems and processes to streamline benefits administration and improve operational efficiency. Collaborates with the HR team to identify areas of improvement and recommend changes to enhance the benefits experience for employees. PI1c5769ec64cd-38003-37105923

  • North Liberty, IA

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Member Service Representative (Ankeny)

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. Position details: Monday through Friday from 8:45am - 5:45pm, plus 3 out of 4 Saturdays from 9:00am - Noon Pay range for this hourly position is $17.39 - $20.33/hr with a monthly incentive opportunity and a progressive benefits package. Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES: Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Ensures confidentiality of members account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners. Makes weekly outbound service calls to members. Answers member questions or refer members to appropriate departments or supervisors. Assists with member account discrepancies, statement problems, complaints and escalates as necessary. Performs member transactions including; deposits, withdrawals, transfers, check cashing, loan payments, credit card payments, cash advances, bond redemptions, disbursement of official checks, sale of money orders, cashier checks, savings bonds, and promotional sales materials. Builds member relationships by recognizing their financial needs and meeting those needs with the appropriate GreenState product and service or referring them to the specialized department (Wealth Management, Commercial, Mortgage, GreenState Insurance etc.) to be served. Maintains a satisfactory balancing record. Educates members and staff of the features and benefits of all our products and services. Refers products and services that benefit members to achieve team goals. Accepts and examines checks for endorsements and negotiability. Determine availability of funds based on regulations and policy. Place holds on accounts for uncollected funds when necessary, provide member with the proper documentation. Processes mail and night deposit transactions. Completes all forms including negotiable instrument logs, vault cash advances/turn-ins, direct deposit, member check orders. Participates in Opening and Closing procedures. Organize the MSR area and turn off all equipment (computers, copier, adding machines, lights). Ensure all confidential information is secured at the end of the day. Complete daily work including balancing and reconciliation of drawer offages. Monitors and manage the vault including cash disbursements, balancing, and end of day lock-up. Ensure that enough, but not excessive, funds are always on hand . Assists in security procedures. Has access to and is accountable for office keys and combinations. Balances, maintains, and corrects the coin machine and cash recyclers. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events. PI520caaadf501-38003-37193626

  • Ankeny, IA

  • no content

Card and Deposit Servicer I (North Liberty)

Overview POSITION SUMMARY: Responsible for the accurate, timely, and confidential completion of card and deposit services duties including, maintenance, research for members, staff, and external sources. Responsible for the daily processing of mail. Provides quality service to members and staff of GreenState by providing information, assistance, and/or answering questions. 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 $23.61 - $27.60/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 carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. Adheres to the MUST philosophy by making eye contact, using names or acknowledging presence, smiling, and thanking members for their business. Consistently demonstrates appropriate phone etiquette at all times. Demonstrates teamwork in 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. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Assists CADS staff in the support of all card and deposit operations. Processes and balances daily, all incoming mail payments and deposits, scans through Remit, repairs, and posts by established deadlines. Monitors and responds timely to member requests via mail and front line. Processes, researches, updates, and completes Liberty check rejected orders so that they can be fulfilled. Processes daily incoming Verification of Deposit, Date of Death requests, and all incoming return mail items. Processes return mail file and processes exceptions manually. Processes daily electronic inquiries from Accuity and Social Security Administration, long address report, updates Springboard and Episys. Performs file maintenance member accounts. Assists in prepping instant issue debit cards for mailing. Works with Servicer 2 to assure any special mailing requests for instant issue debit cards are completed. Acts as the primary researcher for all member, staff, and external research requests, including, but not limited to, statements, check images and tax document copies. Maintains an accurate accounting of the results of and the time spent on each project and bills member accounts accordingly. Maintains familiarity with the Credit Union image retrieval system, check imaging system, and all archival systems. Actively identifies, promotes, and evaluates opportunities for innovation and efficiency. Develops materials and leads Wednesday departmental training as well as weekly staff meetings. Performs any and all job duties within the Card and Deposit Services team as necessary. PIec3a201fd084-38003-38426823

  • North Liberty, IA

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Mortgage Loan Associate (Naperville)

Overview Creates, collects, analyzes, exercises judgment, and advises members on mortgage loan options. Maintains organization of portfolio and meets necessary and regulatory deadlines. Assists and serves as a backup to the Mortgage Loan Officer & Processing area in all aspects of the mortgage origination process. 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 $32.60 - $38.11/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. 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. Conducts mortgage loan application interviews assisting applicants in the completion of application. 7. Gathers all required applicant information to complete a full loan application. 8. Assists loan processing with files when needed. 9. Fields and returns phone calls and emails for Mortgage Loan Officers. 10. Follows up with referrals, schedules the initial appointment and answers any questions the member may have regarding their loan as well as group sales calls. Schedules the closing appointment with all necessary parties. 11. Orders appraisal and credit report to support the loan application and ensure complete documentation of the loan file. Sends out Loan Disclosures as needed. 12. Organizes file in appropriate order as indicated by the checklist and submits full application to processing team. 13. Works with Underwriters in meeting their guidelines and obtaining loan approval. 14. Ensures all necessary documentation and regulatory compliance items are in loan files. 15. Promotes GreenState mortgage products and GreenState with their contacts in the community. 16. Works with mortgage processing department when necessary to ensure final documentation is received by the investors in a timely manner. 17. Works file post conditional approval to communicate with member and collect remaining documents to satisfy conditions. 18. Regularly communicates with members and agents to provide status updates. 19. Organizes weekly follow up on loans in process to increase conversion percentage. 20. Prepares web applications for Mortgage Loan Officer to review and schedules the member’s initial appointment with the Mortgage Loan Officer. 21. Serves as back up to Mortgage Loan Officer when they are out of the office either during expected or unexpected absences. This includes but is not limited to taking the initial application for the member, choosing the loan scenario and loan program that best suits the member and the institution, locking the loan with the correct investor, requesting correct documentation, and sending all initial disclosures. Must maintain high level of compliance in all listed job duties. 22. Assists in any necessary training and development needed within the GreenState Mortgage Loan department. 23. Adheres to all state, federal and credit union regulations, policies, and guidelines. 24. Adheres to company standards and expectations of Work from Home guidelines. PIe842dc52f025-38003-41267030

  • Naperville, IL

  • no content

IT Help Desk Technician I (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. The IT Help Desk Technician I is a member of the IT Service Excellence team, responsible for assisting in operations of the network, PC, peripheral, service desk, telecommunications, and operational processes of the credit unions environment. The IT Help Desk Technician I will provide Level 1 (Diagnostic) application and hardware support to staff, answering emails and phone, entering, and tracking tickets, and monitoring completion. Escalates issues where necessary and works with engineering staff to determine root cause and follow up with customers upon completion. 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 $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 carrying out 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 responsibilties. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Serves as the first point of contact for staff seeking technical assistance over the phone, email or live chat. Perform remote troubleshooting through diagnostic techniques and pertinent questions. Directs unresolved issues to the next level of support personnel. Identifies and suggests possible improvements on procedures. As primarily liaison to staff, the Help Desk Technician utilizes the service desk platform to capture end user requests, track activities, document troubleshooting steps, and log resolution for core network and data systems, communication systems, and end user devices, escalating when necessary but tracking items to completion. Proactively communicates the status of incidents and requests to staff and documents activities on tickets. Installs, maintains, repairs, upgrades and troubleshoots computer software. Ensures proper scheduling for phone and email support during core business hours. Engages co-workers to provide proactive and ongoing maintenance to ensure service standards are always met. Works with established 3rd party providers for assistance. Occasionally works outside of normal business hours for special projects and as part of the on call rotation. Performs other duties as may be assigned from time to time. PI65eae20a03b2-38003-39934906

  • North Liberty, IA

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MAC Specialist I (North Liberty)

Overview POSITION SUMMARY: The primary duties/responsibilities of the MAC Specialist I include quality, responsive, and professional member service in an incoming and outgoing internet and telephone environment. GREENSTATE CULTURE: At GreenState, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities. Pay range for this hourly position is $ 23.61 27.60/hr with a progressive benefits package. This is a hybrid role: LIST DAYS IN OFFICE 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 excellence, accuracy, integrity, teamwork and respect for others, in all their work. Demonstrates a positive member service (internal and external) focus at all times. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Promotes and implements the values of the Member Assistance Center. The qualified candidate will be member focused, show excellence and accuracy in all work, demonstrate integrity, share one vision through teamwork, continually look for improvement, openly mentor others and respect others. Assists members and potential members with telephone; answers questions about products and services, resolve problems that are within their authority to resolve; refers problems that are beyond their authority to their supervisor, along with their recommendations. Plays a vital role in enriching the community by participating in community service organizations and/or credit union sponsored events. Supports a sales culture in the department and the achievement of departmental as well as individual goals. Educates members on all Credit Union products and services. Meets or exceeds established department goals in service level, sales points, productivity and other goals as assigned. All other duties as assigned. PI0187e5e20a4e-38003-39095694

  • North Liberty, IA

  • no content

Home Equity Loan Processor (North Liberty)

Overview This position is responsible for providing operational support for the full home equity loan application/origination journey. Ensures compliance with all procedures, policies, and regulatory requirements related to originating retail (consumer) home equity loans. Communicates with partner departments, lending staff, and third-party vendors. 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 $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. Maintains members’ account records in an accurate, thorough and confidential manner. Performs daily transactions which may include, but are not limited to: Posting of loan payments. Disbursing checks. Posting deposits and withdrawals. Posting general ledger transactions and corrections. Processing of mail transactions. Processing incoming/outgoing wires. Generates, works, and files routine reports regarding loan maintenance. Assists in various departmental functions as directed and assigned. Functions may include, but are not limited to: Participates and assists in departmental training sessions Performs general file maintenance on accounts Assists in general collection work Assists in the processing of periodic reports Performs clerical duties including general filing. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events, on an annual basis. Corresponds with other financial institutions to process payoff requests. Maintains and documents loans not received and error logs. Assists in obtaining member’s signatures and missing documentation in a timely manner. Researches and adjusts retail loan accounts and related general ledgers as necessary. Supports staff, members, and other financial institutions through prompt attention to group and individual requests for assistance. Identifies opportunities for efficiencies, process improvements, relationship growth, reducing errors, and participates in the resolution of those opportunities. Issues and retains disclosure documents as required, including home equity initial disclosures, valuation reports, and decline letters. Orders and reviews property searches required for the processing of home equity loans. Corresponds with lenders and third parties as needed to clear outstanding issues and ensure compliance with report contents. Prepares and delivers home equity closing documents, including required supporting documentation. Prepares and files all mortgage related documents, including mortgage, releases, affidavits, etc. Ensure home equity loan files meet all applicable internal, state, and federal regulation requirements prior to and at closing. Finalizes home equity loan applications by creating loans on borrower accounts in the core system and dispersing the loan proceeds as instructed. Corresponds with lending staff and assists with resolving any delays in funding. Completes all post-close home equity activities and follow ups according to procedures. Submits valuation appeals and questions to partner vendors, as needed. Reviews compliance reports, researches, and makes corrections as needed. PI7f09ce34134d-38003-39814928

  • North Liberty, IA

  • no content

Physical Security Director (North Liberty)

Overview POSITION SUMMARY: This position is responsible for the development, administration, and maintenance of a holistic organization-wide Physical Security Program to ensure the physical safety of Credit Union personnel, members, and visitors in all facilities and the protection of property and assets. Partners with the Executive Leadership Team, department leaders and other Credit Union personnel to ensure compliance associated with regulatory laws and best practices/guidance. This position serves as the Credit Union Security Officer and is the primary contact for law enforcement and emergency service personnel to ensure proper emergency planning and communication. GREENSTATE CULTURE: At GreenState, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities. Salary range for this position is $119,078.70 - $139,216.74with a progressive benefit package. This is an onsite position located in North Liberty, IA 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. Responsible for development, administration and maintenance of the Credit Union Physical Security Program and ensures it is administered as written in conjunction with various departments including but not limited to Human Resources, Information Technology, Retail Enablement, Regional Managers, Internal Audit and Compliance and Risk. · Maintains a strong understanding of financial institution requirements for staff training on Physical Security in accordance with the Bank Protection Act. · Maintains a strong understanding of financial crimes, loss prevention, and associated industry and geographical trends impacting financial institutions and the financial services industry by attending conferences, seminars, and webinars related to Credit Union Physical Security and developing/maintaining an external professional network. Develops Physical Security Training for Credit Union new hires as well as annual Physical Security Training for existing Credit Union personnel. Serves as the first point of contact and makes decisions concerning security issues of members engaged in threatening behavior or actions towards GreenState personnel and property. Serves as the primary contact for law enforcement / dispatch centers during external and internal investigations. Includes sharing video footage requested by law enforcement personnel. Develops and maintains appropriate Physical Security-related equipment and devices at branch offices, cash tracking devices, burglary alarm configuration, etc. Makes decisions as to the strategic planning of devices needed, device placements, and conducts training for branch personnel on device operations and procedures. Coordinates with Facilities and Information Technology as necessary for implementation. Ensures positive working relationships with external Physical Security-related vendors. Reviews and approves invoices for purchasing and installation of security devices necessary for asset protection. Responsible for gathering personal items of personnel who are relieved of duty and returning personal items to the address provided. Monitors security camera systems for internal and external suspicious behaviors. Trains personnel on Physical Security processes and procedures including but not limited to fire drills, tornado drills, active assailants and robberies. Collaborate with Human Resources personnel on drafting Physical Security-related narrative in the Employee Handbook. PI3d52f009023d-38003-38564413

  • North Liberty, IA

  • no content

Mortgage Underwriter (North Liberty)

Overview The underwriter reviews applications to ensure the loan information is complete and meets all GreenState lending policy guidelines and regulatory guidelines. The underwriter is responsible for the approval and denial of all loan applications submitted based on his/her lending authority. 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. Within Mortgage Department Standards: Reviews loan documentation for all first mortgage loans to ensure the loan information is complete and condition files accordingly to meet all GreenState and secondary market lending guidelines. Responsible for the accurate decisioning of submitted mortgage loan applications following GreenState portfolio, and secondary market guidelines and procedures and investor overlays as applicable. Responsible for ensuring the quality of the loans and that they are in compliance with state/federal and investor regulations and guidelines and within GreenState policies and procedures. Reviews appraisals for property collateral; verifying that all requirements of the investor are met. Works with mortgage post- closing department when necessary to ensure final documentation is received by the investors in a timely manner. Responds to Quality control findings to resolve deficiencies. Maintain current understanding of all investors, state and federal guidelines, which include knowledge of Regulation Z (Truth-in-Lending), Regulation C (HMDA), and all other regulations that would have implications for GreenState’s lending abilities. Stay abreast of requirements and guidelines for delegated programs, products and/or services. Oher duties as assigned. PI91bf8cbca009-38003-41174953

  • North Liberty, IA

  • no content

Treasury Analyst (North Liberty)

Overview POSITION SUMMARY: Performs a variety of treasury functions with a focus on liquidity, investments, and asset/liability management including: daily cash management, portfolio accounting and safekeeping for investments, loan and deposit collateral monitoring and pledging, researching individual loan and deposit accounts and generation of reports from the credit union’s core data systems, broker/dealer reviews, assisting the asset/liability team with monthly ALCO and ALM model reporting, data (gathering, manipulation, auditing, and reporting), and finally, the creation and ongoing perfection of associated procedures. Performs other special projects and assignments as may be directed by management. 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 $79,173.90 - $92,563.38 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. Demonstrates professionalism in conduct and presentation to promote a positive image of the Credit Union. Performs daily cash positioning across multiple accounts, executing wires, monitoring balances while staying abreast of the expected future outflows and inflows of cash. Takes appropriate action to ensure that the accounts are fully funded to support operational needs. Delivers insightful analysis of actual and projected liquidity and funding resources and constraints, to the Treasury team. Manages the monthly collateral pledging processes including review and transmittal of loan files to the Federal Reserve Bank and the Federal Home Loan Bank while ensuring compliance and accuracy with collateral requirements. Audits data monthly for integrity by comparing to prior data sets, building audit dashboards, investigating terms and conditions of individual loans or deposits in the core data systems versus the data extracts. Prepares monthly ALCO reports with a focus on liquidity and investments and cross-trained on other ALCO report production. Develops, catalogs, and maintains pristine standard operating procedures. Assists with all aspects of the investment portfolio: broker communications relating to securities trades and settlement, reconciliation of portfolio accounting statements, and associated general ledger entries. Performs initial review of monthly liquidity stress testing results. Collaborates with the Asset Liability Management team to perform ALM and liquidity stress test modeling when added support is needed. Assists with the compilation and analysis of financial information to support management in making operational and strategic decisions. Assists in annual audits and due diligence requests. Participates in ad hoc projects that routinely include large data sets. Performs any other temporary or permanent duties as assigned by management. PI2ce83221c679-38003-38686708

  • North Liberty, IA

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Director Retail Branches (Cedar Rapids)

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. PIec60b1ad89dd-38003-39272443

  • Cedar Rapids, IA

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