• Exemplify Mountain America's core values and philosophy while fulfilling responsibilities as a leader in the organization; and align personal and team efforts with the mission and vision of the credit union.
• Direct and manage the daily workflow, processes, and functions of the Alert Resolution Team to detect and prevent fraud committed by and against the members of the credit union by effectively and accurately dispositioning alerts.
• Direct and manage compliance and quality evaluations on Alert Resolution Team; apply appropriate decision-making to ensure quality service to members, efficiency and accuracy; and appropriately recognize and reward Alert Resolution Team performance.
• Coach, train, and model appropriate communication with members and all areas of the credit union to ensure a high-quality experience for members victimized by fraud.
• Mentor, train, and develop the Assistant Manager as a leader in organization.
• Ensure that regular performance evaluation reports are generated and appropriately distributed, including proper alert resolution and call management; and analyze trends in the fraud detection and prevention processes.
• Regularly collaborate with the Fraud Analysis Team to identify and mitigate emerging fraud threats.
• Monitor telephone communication to ensure conformance to established service standards; to track employee performance; increase efficiencies; and recommend enhancements for continual quality improvement.
• Complete annual performance reviews and establish results-focused goals for all direct reports and oversee performance reviews for the entire Alert Resolution Team.
• With Assistant Manager, conduct training and coaching on alert resolution processes, expectations, internal policies and procedures, and appropriate decision-making.
• With Assistant Manager, ensure quality control metrics are being appropriately evaluated; that alerts are being properly resolved and documented; and that regular coaching occurs.
• Regularly evaluate Alert Resolution Team performance and complete annual performance reviews.
• Assist with alert resolution, and fraud detection and prevention, and act as a direct point of contact for any questions or concerns regarding the alert resolution process and escalations.
• Effectively communicate with direct supervisor on all matters related to own job responsibilities and Alert Resolution Team operations.
• Demonstrate effective lateral management and cross functional expertise while collaborating with other business units on matters pertaining to fraud detection and prevention.
• Provide assistance and training to other business units to mitigate fraud risk, increase efficiency, and improve member experience in matters related to fraud, as appropriate.
• Keep current on fraud trends and potential threats.
• Demonstrate proper stewardship in managing the Alert Resolution Team budget, staffing levels, and other needs.
• Comply with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS), SBA regulations, Regulation E, Regulation Z, and other regulations as required by law as they relate to the position.
• Performs all other duties as assigned

• Education and Experience

  • 2 years of professional experience in a progressive financial environment and Bachelor’s degree from an accredited institution in criminology, criminal justice, business, marketing, finance, economics, or a related field
    OR

  • 5 years of professional experience in a progressive financial environment

  • Experience in a call center or fraud-related role preferred

  • 3 years of experience supervising teams

  Licenses and Certifications

  • Certified Financial Crime Investigator or a related certification preferred
• Managerial Responsibility
  • Has supervisory/managerial responsibilities that are direct or through work leaders or assistants, typically with a subordinate group of 2 to 15 employees. Estimates personnel needs and assigns work to meet these needs. Supervises, coordinates and reviews the work of assigned staff. Recommends candidates for employment, conducts performance evaluations and salary reviews for assigned staff, and applies company policy.

~

• Computer/Office Equipment Skills
  • Advanced skills with Microsoft Office Suite including Outlook, Word, PowerPoint, and Excel
  • Experience and knowledge of call management and fraud software systems.
  • Experience with Finesse preferred
• Language Skills
  • Demonstrated ability to clearly express ideas, methodology, results and recommendations verbally, in writing and through insightful reports and graphic illustrations
  • Demonstrated ability to document outcomes and present information in a manner appropriate for key stakeholders and all levels of the organization.
• Other Skills and Abilities
  • Demonstrated ability to recruit, engage and coach employee performance.
  • Experience in investigating application fraud, account take over, customer scams and mule activity while maintaining high quality customer service.
  • Experience in all applicable deposit related compliance regulations and applicable laws are required.
  • Ability to work both autonomously and collaboratively in a fast-paced environment.
  • Self-starter with strong organizing and time management skills and the ability to work productively and efficiently in a fast-paced environment with multiple projects and timelines
  • Adaptive to change, responds positively to altered circumstances or conditions
  • Take initiative to be a problem solver and provide suggestions to improve processes and efficiencies.
  • Excellent inter-personal skills including the ability to lead and collaborate with ad-hoc teams

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently

Vision Requirements

Close vision (clear vision at 20 inches or less)

Distance Vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 10 pounds consistently and up to 25 pounds occasionally

Environmental

There are no unusually environmental factors

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***

Mountain America Center - Hybrid:

9800 S Monroe St
Sandy, UT 84070

SCHEDULE

*This is a Hybrid Schedule- this team is in office 3 days a week (Tuesday, Wednesday, and Thursday) with 2 days remote (Monday and Friday)

To be effective, an individual must be able to perform each job duty successfully.

• Responsible for complex and more technically advanced audit work.
• Create findings and make recommendations to improve policies and procedures based on information audited.
• Assists manager in determining the anticipated impact of upcoming regulatory changes on the audit plan
• Conducts follow-up reviews to evaluate the organization’s progress in correcting significant audit exceptions.
• Evaluates compliance with applicable laws and regulations.
• Analyzes and prepares reports and graphs that reflect trends in the credit union.
• Identifies opportunities for improved member service and greater operating efficiency
• Performs other duties as assigned.

KNOWLEDGE, SKILLS, and ABILITIES

The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience

• Minimum 6+ years experience conducting audits/control assessments in the banking or financial services industry.
• Knowledge of industry, markets and regulations relevant to auditing credit union processes.
• Familiarity with regulatory requirements and application of such guidance
• Experience on effectively executing large complex audits.
• Prior experience with Big 4 accounting firm preferred.

Education

4-year degree in a finance, accounting, or quantitative discipline, or related field. Graduate degree in a related subject preferred.

Licenses, Certifications, Registrations

One of the following professional certifications is required: CIA, CPA, CFA, CISA

Managerial Responsibility

None

Computer/Office Equipment Skills

• Advanced level skill for Microsoft Office (Outlook, Word, PowerPoint, Excel), especially Excel.
• Knowledge of computer assisted audit techniques preferred.
• Experience with data analysis software, such as ACL, IDEA, and/or Picalo, preferred.

Language Skills

• Demonstrated ability to clearly communicate verbally and in writing.
• Demonstrated ability to read and follow instructions.

Other Skills and Abilities

• Ability to perform ad hoc data analysis in conjunction with audits, as necessary.
• Understanding of financial institution operations and transactions.
• Ability to communicate effectively and courteously.
• Ability to understand regulations.
• Understanding of the credit union data system and ability to use a computer, and software applications.
• Ability to recognize and analyze problems, improprieties, and opportunities for improvement.

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

Ability to sit, talk and hear consistently

Ability to stand, walk, and use hands to handle or reach occasionally

Vision Requirements

Close vision (clear vision at 20 inches or less)

Distance vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 25 pounds occasionally may need to lift up to 50 pounds.

Environmental

There are no unusual environmental factors (such as a typical office)

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***

Full Time; Monday – Friday 8:40am – 6:15pm; Saturdays 8:40am – 2:15pm *Day off during the week when a Saturday is worked*

LOCATION

665 N Main St, Richfield, UT 84701

To be effective, an individual must be able to perform each job duty successfully.

Coaching & Development

• Exemplifies MACU Way and Leadership Behaviors and philosophy while fulfilling responsibilities as a leader in the branch environment and within the credit union.
• Learns to coach others to develop the necessary AAA skills to get the expected results. Connects AAA skill proficiency to production.
• Drives accountability with team members around AAA and results.
• Leads by example and supports a branch culture of exceptional member service. Understands the MACU vision and articulates the vision through MACU Way behaviors.
• Under the lead of the Branch Manager, solicits feedback regarding team culture and utilizes the MACU Mission, Vision, and Values to drive a unified team culture and obtains buy-in from their team.
• Regularly holds personalized 1:1’s with each team member.
• Uses coaching tools to improve development activities beyond that of production and toward team member development.
• Partners with team members to create individual development plans that include AAA skills and other development opportunities.
• Evaluates direct report employees in their quarterly check-ins and annual Performance Evaluations and assists the Branch Manager with the MSR/MEO/FSR evaluations.
• Supports the Branch Manager with change management efforts and priorities of the credit union with team members.
• Trains and coaches branch staff on credit union policies, procedures, philosophies and branch functions to encourage the achievement of branch operational and sales goals.
• Works with the Branch Manager to implement employee life cycle strategies in regard to employee hiring, onboarding, development and retention.

Member Experience

• May partner with the Branch manager to resolve member and employee concerns. Resolves concerns; follows up in a timely manner. Seeks assistance as necessary.
• May support the Branch Manager in community development – acts as a credit union representative in the community where the branch is located and successfully meet the needs of sponsor groups.

Branch Operations

• Assists in the daily operations of the branch (including cash management, compliance).
• Effectively uses proprietary sales tools like Member Value Review (MVR), Value Analyzer and New Account Framework to maintain AAA standards.
• Approves and denies loans and is the back-up for the branch manager for loan exceptions. Sees opportunity in how to create a package that provides the best value for the member.
• Assists the Branch Manager is developing methods to track and measure team productivity, accuracy, and sales and service.
• Gains knowledge and understanding of the Credit Union Financials.
• Utilizes judgment and responsibility in fulfilling members' needs using the credit union policies.
• Assists the Branch Manager with security and maintenance of the branch building and property.
• Complies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her position

Leadership Focus

• Coaches and develops branch team members to provide an exceptional Member Experience.
• Partners with internal Business Partners to serve the membership and develop others.
• Performs other duties as assigned.

KNOWLEDGE, SKILLS, and ABILITIES
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience

Must have 3+ years of financial industry experience, which includes 1+ years of lending experience.

Education

Two-year college degree or completion of a specialized course of study at a business or trade school or equivalent.

Licenses, Certificates, Registrations, Trainings

• Must meet all Branch Progression training expectations of all positions supervised
• Notary Public or have ability to obtain within first 90 days where possible
• Must be able to qualify annually as a Mortgage Loan Originator under S.A.F.E Act Registration
• The Assistant Branch Manager is responsible to ensure that the branch is appropriately staffed with employees that are trained to reasonably meet the needs of the member including ensuring appropriate staff coverage of all Credit Union products and services including but not limited to: depository, lending, online, mobile, safe deposit (where applicable), notary and medallion services.

Computer/Office Equipment Skills

• Basic computer operating skills
• Intermediate to advanced skills in Microsoft Office (Outlook, Word, Excel and PowerPoint)
• Symitar experience preferred

Managerial Responsibility

• Has supervisory/managerial responsibilities that are direct or through work leaders, typically with a subordinate group of 10 or more employees.
• Estimates personnel needs and assigns work to meet these needs. Supervises, coordinates and reviews the work of assigned staff.
• Recommends candidates for employment, conducts performance evaluations and salary reviews for assigned staff, and applies company policy.

Other Skills and Abilities

• Must have a thorough knowledge and understanding of credit union policies and procedures as well as related work experience in operations (teller and new account functions), lending (loan origination) and sales in a financial institution.
• Must have the ability to make sound decisions based on credit union policies.
• Must have the ability to supervise, train, lead and coach others in providing quality service and selling credit union products and services.
• Must have strong leadership skills which include a proven track record of preparing and mentoring new leaders for the credit union, including demonstrated success in handling difficult situations.

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

• Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently
• Ability to stand, walk, kneel and crouch occasionally

Vision Requirements

• Close vision (clear vision at 20 inches or less)
• Distance Vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

• Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally

Environmental

• There are no unusual environmental factors

Noise Environment

• Moderate noise (business office with computers and printers, light traffic)

***This job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person***

Full Time; Monday – Friday 8:40am – 6:15pm; Saturdays 8:40am – 2:15pm *Day off during the week when a Saturday is worked*

LOCATION

3511 S 25th E, Ammon, ID 83406

At Mountain America, we are committed to taking care of all our employees.

• -Starting competitive pay of $17.50 per hour and can increase depending on experience, plus incentives
• -Performance reviews with opportunities to increase compensation
• -Excellent medical and dental benefits with minimal employee contribution (full time employees)
• -Paid time off, volunteer time off, and paid holidays
• -Matching 401K
• -Tuition assistance
• -Professional development
• -And more!
• To be effective, an individual must be able to perform each job duty successfully.

Member Focus

• Provides exceptional member service to credit union membership by assessing member needs, advising to meet their needs, and assisting in those transactions, which could include opening new accounts, servicing existing accounts, and explaining our products and services that best suit our member’s needs and accomplish the credit union objectives.
• Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach
• Consistent focus on increasing member satisfaction and account retention
• Expected to meet sales and service goals
• Uses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and services
• Resolves problems by clarifying member complaints, determining the cause of the problem, providing the best solution to resolve the problem, expediting correction or adjustment, and following up to ensure resolution.
• Follows up with member interactions with thank you notes and phone calls using the MACU New Member Onboarding approach

Branch Operations

• Maintains cash drawer
• Initiates wire transfers, cashiers checks, and cash advances
• Creates VISA cards
• Opens and processes IRA transactions, certificates of deposit, and redeem savings bonds
• Uses judgement to place appropriate check holds and issue fee reversals
• Assist fraud victims by processing fraud disputes
• Accurately and efficiently processes transactions in accordance with established policies and procedures
• Assists in the opening and closing procedures of the branch
• Responsible for Branch Security which includes vault combinations, security codes, and member information.

Other Responsibilities

• Represents the credit union in a professional manner, both in dress and in actions
• Keeps work area neat and clean
• Responds to email/voicemail/missed calls/other communication in a timely manner
• Actively participates and completes product knowledge courses
• Travel may be required
• Complies with all regulations as required by law
• Performs other duties as assigned

KNOWLEDGE, SKILLS, and ABILITIES
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience
At least six months of customer service experience.

Industry experience preferred.

Education
High school diploma or equivalent

Licenses, Certificates, Registrations, Trainings

• A valid driver’s license is required

To be completed during the first 90 days:

• MSR onboarding through the following:
  • Branch Foundations
  • Teller Branch Checklist
  • Products & Services
  • Teller Follow-up Training

Computer/Office Equipment Skills

• Proficient computer operating skills
• Understanding of Microsoft Office Suite (Outlook, Word, Excel)

Managerial Responsibility

No supervisory/managerial responsibilities

Other Skills and Abilities

• Thorough knowledge of credit union policies, procedures and regulations
• Ability to identify lending opportunities and make recommendations.
• Ability to cross-sell financial services of the credit union to create exceptional member service
• Ability to perform financial calculations
• Ability to communicate effectively and persuasively using written and verbal communication

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

• Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently
• Ability to stand, walk, kneel and crouch occasionally

Vision Requirements

• Close vision (clear vision at 20 inches or less)
• Distance Vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally

Environmental

There are no unusually environmental factors

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

Hybrid Remote/In Office

Mountain America Center

9800 South Monroe Street

Sandy, Utah

SCHEDULE:

Monday-Friday 9am-6pm

Rotating Late Shift 10am-7pm

Rotating Saturday Shift 9am-3pm

To be effective, an individual must be able to perform each job duty successfully.

• Proactively take ownership of issues and work closely with front-line employees and members through resolution, delivering a high-quality member experience.

• Research and resolve complex deposit issues.

• Act as a subject matter expert for complex member inquiries and legal documentation on deposit issues, including questions regarding IRAs, Trusts, special accounts, Power of Attorney, notary, Medallion Guarantor, Chex systems, deceased member accounts, tax corrections and other related needs.

• Review and interpret trusts, court ordered documents, and other legal documents to ensure accurate membership eligibility and account ownership.

• Perform timely and accurate processing on advanced account maintenance on all deposit products and services. Including but not limited to: escheatment, deceased accounts, IRAs and fiduciary accounts.

• Execute audits of procedures for deposit accounts that maintain compliance with internal policies and external regulations.

• Lead strategic initiative to optimize deposit operations processes, leveraging data and cross-functional insights to drive member experience improvements and operational efficiency.

• Influence policy development by applying advanced subject matter expertise and regulatory insights to ensure alignment with strategic goals and compliance standards.

• Assist with the monitoring of dormant/inactive accounts and implement required procedures in collaboration with the escheatment specialist

• Process and correct tax forms (e.g., 1099, 5498)

• Administer and maintain tax-related compliance processes, including the timely processing and resolution of B-Notices, annual TIN (Taxpayer Identification Number) matching, and tax form corrections. Ensures IRS compliance through accurate processing and cross functional collaboration.

• Participate in the evaluation and implementation of automation tools to streamline account processing and reduce manual tasks.

• Collaborate with technology and compliance teams to enhance digital workflows for account documentation and member communications.

• Stay current on evolving regulations affecting specialized accounts (e.g., IRA legislation, escheatment laws, digital notarization).

• Contribute to risk assessments and policy updates to ensure continued compliance and operational resilience.

• Support data quality initiatives by identifying discrepancies and contributing to system enhancements.

• Partner with departments such as Compliance, Legal, and Member Services to resolve complex account issues and improve member experience and workflows for the front-line teams.

• Supports front line team development through training and mentorship on emerging procedures and technologies.

• Stay informed on industry trends and regulatory changes, proactively advising leadership on potential impacts and opportunities for innovation in Deposit Operations.

• Perform related duties as assigned.

KNOWLEDGE, SKILLS, and ABILITIES

The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential job functions.

Experience

Three years of progressively responsible financial industry or related experience.

Education

Associate’s Degree in Business, Finance, Accounting, or related field OR 3+ years of financial industry or related experience

Licenses, Certifications, Registrations

• CRCM certification (preferred)

Computer/Office Equipment Skills

• Intermediate level skill for Microsoft Office (Outlook, Word, PowerPoint, Excel).

• Experience working with Teams, WebEx, Zoom, etc.

• Experience with core banking systems (Keystone) preferred.

Other Skills and Abilities

• Advanced professional communication skills (professional phone etiquette, clearly articulate information to others, quality interaction both in person and over the phone).

• Thorough knowledge and understanding of credit union policies, procedures, and deposit product regulation.

• Thorough understanding of IRS and guidelines as it pertains to Deposit Operations products.

• Thorough understanding of the banking and NCUA regulations, as they pertain to Deposit Operations products.

• Detail-oriented with excellent organizational and problem solving skills.

• Works autonomously to meet productivity and service standard measurements in a work-from-home environment.

• Highly skilled at training and coaching others on the products, services, and procedures of the credit union.

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

Ability to sit, talk and hear consistently

Ability to stand, walk, and use hands to handle or reach occasionally

Vision Requirements

Close vision (clear vision at 20 inches or less)

Distance vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 25 pounds occasionally

Environmental

Ability to work from home with internet access in a quiet area free from disturbances. Position also requires ability to work at the corporate building when assigned. There are no other unusual environmental factors.

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***

Mountain America Center - Hybrid:

9800 S Monroe St
Sandy, UT 84070

SCHEDULE

Full Time

#LI-FB1

#INDGEN

Remote Position

Schedule

Full-time; Monday - Friday 11:00am - 8:00pm;

Rotating Saturdays 9:00am - 3:00pm

JOB SUMMARY

A Consumer Loan Servicing Specialist assists with questions, modifications, and adjustments involving booked (post-origination) consumer loan products. These can include (but are not limited to) auto/ RV, Visa, signature, student, and home equity loans. The primary responsibility of a specialist is to answer calls from an in-bound queue. Calls may come from members, support teams (other employees) or third parties. A specialist may also assist with outbound follow up calls, chats, emails, and fax requests. Services provided by a specialist should be timely and accurate to strengthen the financial relationships of our membership. Specialists must maintain a working knowledge of Mountain America Credit Union consumer loan products, processes, regulations, and services. Specialists should be able to effectively communicate with callers for servicing and/or education on existing loan relationships.

To be effective, an individual must be able to perform each job duty successfully.

• Provide quality service to credit union members, support teams, and third parties to resolve loan problems and enhance financial relationships with Mountain America members
• Adhere to department quality service standards in call handling, internal reviews, compliance reviews, and member satisfaction responses
• Assist with loan correction requests. Correction requests may require interest calculations, credit reporting disputes, payment adjustments, and other loan corrections.
• A specialist should determine the merit of a request and whether a correction or education will be provided
• Perform loan, share, payment, and error adjustments in Symitar
• Handle loan payoff requests in a timely and accurate manner
• Record all interactions and resolution efforts in Symitar
• Advise on Loan Servicing Support requests regarding adjustments, credit reporting, flood insurance, subordinations, reconveyances, Servicemembers Civil Relief Act (SCRA) benefits, and check payments/payoffs
• Provide support and servicing for loan protection related questions including proof of insurance and debt cancellation products
• Act as a liaison to the Titles team for title related questions on collateral vehicles to assist in securing, updating, and releasing MACU liens
• Maintain a detailed knowledge of MACU consumer loans, processes, products and current promotions through ongoing trainings, department updates, Knowledge Center instructions, and credit union internal communications
• Educate callers on MACU loan processes and regulations, as it pertains to individual requests
  • Comprehend and interpret loan documents to create mutual understanding with callers
• Comply with federal regulations and credit union guidelines applicable to loan origination and servicing
• Build and maintain a cooperative working relationship with personnel from branches, Service Center, and other support teams to assist with servicing questions or concerns
• Uphold professional communication in all interactions, including escalated situations
• Respond to requests through email, chat, or Online branch messaging systems
• May assist in training other Loan Servicing employees, as needed.
• Perform other duties as assigned.

KNOWLEDGE, SKILLS, and ABILITIES

The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience

Minimum of one year customer service or contact center experience required

Minimum of one year banking or other financial experience (i.e. titles, insurance, mortgage, etc.) preferred

Education

High school diploma or equivalent

Licenses, Certificates, Registrations

• Must meet/exceed all performance expectations

Computer/Office Equipment Skills

• Basic computer operating skills
• Basic phone operating skills
• Intermediate skills in Microsoft Office (Outlook, Word, Excel)
• Must be proficient in all relevant internal systems
• Type a minimum of 35 words per minute preferred. Symitar and 10-Key experience preferred.

Managerial Responsibility

Have no supervisory/managerial responsibilities

Other Skills and Abilities

• Critical thinking and creative problem solving
• Must have the ability to speak and write in English
• Maintain professional phone, chat, and email etiquette
• Exceeds performance goals and expectations

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently

Ability to stand, walk, kneel and crouch occasionally

Vision Requirements

Close vision (clear vision at 20 inches or less)

Distance Vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 10 pounds consistently and up to 25 pounds occasionally

Environmental

There are no unusual environmental factors

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

#LI-FW1

St George Mall Dr Branch:

2984 E. Mall Dr.

St George, UT 84790

SCHEDULE

Full Time; Monday - Friday 8:40am - 6:15pm

Saturdays 8:40am - 2:15pm

*Day off during the week when a Saturday is worked*

At Mountain America, we are committed to taking care of all our employees.

• Starting competitive pay of $17.50 per hour and can increase depending on experience, plus incentives

• Additional $1.00 per hour added to base pay if bilingual in English/Spanish

• Performance reviews with opportunities to increase compensation

• Excellent medical and dental benefits with minimal employee contribution (Medical - full time employees, Dental and Vision both full-time and part-time employees)

• Paid time off, volunteer time off, and paid holidays

• Matching 401K

• Tuition assistance

• Professional development

• And more!

To be effective, an individual must be able to perform each job duty successfully.

Member Focus

• Provides exceptional member service to credit union membership by assessing member needs, advising to meet their needs, and assisting in those transactions, which could include opening new accounts, servicing existing accounts, and explaining our products and services that best suit our member’s needs and accomplish the credit union objectives.
• Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach
• Consistent focus on increasing member satisfaction and account retention
• Expected to meet sales and service goals
• Uses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and services
• Resolves problems by clarifying member complaints, determining the cause of the problem, providing the best solution to resolve the problem, expediting correction or adjustment, and following up to ensure resolution.
• Follows up with member interactions with thank you notes and phone calls using the MACU New Member Onboarding approach

Branch Operations

• Maintains cash drawer
• Initiates wire transfers, cashiers checks, and cash advances
• Creates VISA cards
• Opens and processes IRA transactions, certificates of deposit, and redeem savings bonds
• Uses judgement to place appropriate check holds and issue fee reversals
• Assist fraud victims by processing fraud disputes
• Accurately and efficiently processes transactions in accordance with established policies and procedures
• Assists in the opening and closing procedures of the branch
• Responsible for Branch Security which includes vault combinations, security codes, and member information.

Other Responsibilities

• Represents the credit union in a professional manner, both in dress and in actions
• Keeps work area neat and clean
• Responds to email/voicemail/missed calls/other communication in a timely manner
• Actively participates and completes product knowledge courses
• Travel may be required
• Complies with all regulations as required by law
• Performs other duties as assigned

KNOWLEDGE, SKILLS, and ABILITIES
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience
At least six months of customer service experience.

Industry experience preferred.

Education
High school diploma or equivalent

Licenses, Certificates, Registrations, Trainings

• A valid driver’s license is required

To be completed during the first 90 days:

• MSR onboarding through the following:
  • Branch Foundations
  • Teller Branch Checklist
  • Products & Services
  • Teller Follow-up Training

Computer/Office Equipment Skills

• Proficient computer operating skills
• Understanding of Microsoft Office Suite (Outlook, Word, Excel)

Managerial Responsibility

No supervisory/managerial responsibilities

Other Skills and Abilities

• Thorough knowledge of credit union policies, procedures and regulations
• Ability to identify lending opportunities and make recommendations.
• Ability to cross-sell financial services of the credit union to create exceptional member service
• Ability to perform financial calculations
• Ability to communicate effectively and persuasively using written and verbal communication

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

• Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently
• Ability to stand, walk, kneel and crouch occasionally

Vision Requirements

• Close vision (clear vision at 20 inches or less)
• Distance Vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally

Environmental

There are no unusually environmental factors

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

#INDMS

#LI-CC1

• Advocates for DevOps processes by working closely with other IT professionals from across the organization.
• Responsible for working with teams and resources necessary to implement and transition to a fully automated CI/CD pipeline, with a continuous focus on making sure security, quality, performance, scalability, and high reliability are integrated into every part of the software development life cycle.
• A strong desire and aptitude for system automation defines success in this role.
• Excellent communication skills (verbal and written) are critical, along with exceptional problem-solving skills, and exceptionally professional behavior when interacting and responding with other technical teams throughout the organization.
• Provides operational support to software engineers and quality engineers while acting as a liaison between the IT infrastructure teams and software development teams.
• Perform legacy software deployments while enhancing automation to support a fully enabled CI/CD environment.
• Coordinate with software engineers, systems administrators, and network engineers to help ensure standardization of technologies between different projects.
• Assist in troubleshooting and resolving system issues and outages.
• May be required to work occasional evenings and weekend hours to support production releases and resolve system issues.
• Work with IT professionals across the organization in the establishment of standards and best practices, and to reduce complexity.
• Continuously introduce new ways of improving and scaling systems and services, including microservices architecture, cloud computing, and other evolving technologies.
• Lead and mentor the DevOps team in best practices.
• Determine and implement processes to ensure the success of all DevOps, developers, and quality engineers.
• Champions DevOps practices throughout the Credit Union by providing guidance, mentorship, and best practices.
• Consults across multiple teams and is considered a top level technical expert in the field.

KNOWLEDGE, SKILLS, and ABILITIES

The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience

• Minimum 10 years of DevOps experience.
• Minimum 3 years of DevOps experience in a senior level position.
• Experience in contributing to the standardization of SDLC processes and methodologies across the organization, for both internally developed software and externally acquired systems.

• Windows server experience, including system installation, configuration, administration, troubleshooting.
• Linux experience, including system installation, configuration, administration, troubleshooting.
• Expertise with multiple scripting languages such as PowerShell and Bash.
• Expertise with infrastructure as code using tools such as Terraform
• Expertise with cloud providers such as AWS or Azure.
• Experience in implementing Azure at the organization level.
• Expertise with CI/CD tools such as Azure DevOps, Octopus or GitHub.
• Experience in container creation and orchestration.
• Experience in Kubernetes administration.
• Experience in Kubernetes implementation.
• Willingness and ability to contribute to software development tasks as assigned, with a proven ability to implement and troubleshoot code changes in C#, MVC, .NET Core, or other languages.
• Familiarity with test automation framework implementation for both UI and API testing.
• Ability to architect and develop tools and utilities as needed to support the entire SDLC process in an automated way.
• Expertise managing source in Git (repositories, branching, merging, etc.).
• Experience with MS SQL server.
• Experience automating integration tests with tools such as PostMan, SoapUI, XUnit.
• Expertise with standard IT security practices such as encryption, certificates and key management.
• Expertise guiding cross-organization teams in DevOps practices
• Experience with documenting current and new processes in way that is usable by others.
• Experience with teaching and guiding DevOps practices to others.
• Familiarity with banking or credit union regulatory and security requirements is a plus.

Education

• Bachelor’s degree from an accredited institution in computer science, information systems, or related field. Education will be verified. OR 4 years combined education and experience in a DevOps role.

Licenses, Certifications, Registrations

N/A

Managerial Responsibility

Has no supervisory/managerial responsibilities, but performs tasks related to establishing best practices and reviewing the work of others as directed by the DevOps Manager.

Language Skills

• Demonstrated ability to clearly express ideas, methodology, results and recommendations verbally, in writing and through insightful reports and graphic illustrations.
• Demonstrated ability to document outcomes and present information in a manner appropriate for key stakeholders and all levels of the organization.

Other Skills and Abilities

• Ability to work both autonomously and collaboratively in a fast-paced environment.
• Self-starter with strong organizing and time management skills and the ability to work productively and efficiently in a fast-paced environment with multiple projects and timelines.
• Adaptive to change, responds positively to altered circumstances or conditions.

• Possess a desire and willingness to learn and continually update knowledge based on evolving DevOps concepts, strategies, tools etc.
• Take initiative to be a problem solver and provide suggestions to improve processes and efficiencies.
• Excellent interpersonal skills including the ability to collaborate with other teams as needed.

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

Ability to sit, talk and hear consistently.

Ability to stand, walk, and use hands to handle or reach occasionally.

Vision Requirements

Close vision (clear vision at 20 inches or less).

Distance vision (clear vision at 20 feet or more).

Weight Lifted or Force Exerted

Ability to lift up to 10 pounds occasionally.

Environmental

There are no unusual environmental factors (such as a typical office).

Noise Environment

Moderate noise (business office with computers and printers, light traffic).

***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***

#LI-FB1

#INDGEN

298 Market Place Drive
Centerville, UT 84014
United States of America

SCHEDULE

At Mountain America, we are committed to taking care of all our employees.

• Starting competitive pay of $17.50 per hour and can increase depending on experience, plus incentives
• Performance reviews with opportunities to increase compensation
• Excellent medical and dental benefits with minimal employee contribution (full time employees)
• Paid time off, volunteer time off, and paid holidays
• Matching 401K
• Tuition assistance
• Professional development
• And more!

To be effective, an individual must be able to perform each job duty successfully.

Member Focus

• Provides exceptional member service to credit union membership by assessing member needs, advising to meet their needs, and assisting in those transactions, which could include opening new accounts, servicing existing accounts, and explaining our products and services that best suit our member’s needs and accomplish the credit union objectives.
• Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach
• Consistent focus on increasing member satisfaction and account retention
• Expected to meet sales and service goals
• Uses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and services
• Resolves problems by clarifying member complaints, determining the cause of the problem, providing the best solution to resolve the problem, expediting correction or adjustment, and following up to ensure resolution.
• Follows up with member interactions with thank you notes and phone calls using the MACU New Member Onboarding approach

Branch Operations

• Maintains cash drawer
• Initiates wire transfers, cashiers checks, and cash advances
• Creates VISA cards
• Opens and processes IRA transactions, certificates of deposit, and redeem savings bonds
• Uses judgement to place appropriate check holds and issue fee reversals
• Assist fraud victims by processing fraud disputes
• Accurately and efficiently processes transactions in accordance with established policies and procedures
• Assists in the opening and closing procedures of the branch
• Responsible for Branch Security which includes vault combinations, security codes, and member information.

Other Responsibilities

• Represents the credit union in a professional manner, both in dress and in actions
• Keeps work area neat and clean
• Responds to email/voicemail/missed calls/other communication in a timely manner
• Actively participates and completes product knowledge courses
• Travel may be required
• Complies with all regulations as required by law
• Performs other duties as assigned

KNOWLEDGE, SKILLS, and ABILITIES
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience
At least six months of customer service experience.

Industry experience preferred.

Education
High school diploma or equivalent

Licenses, Certificates, Registrations, Trainings

• A valid driver’s license is required

To be completed during the first 90 days:

• MSR onboarding through the following:
  • Branch Foundations
  • Teller Branch Checklist
  • Products & Services
  • Teller Follow-up Training

Computer/Office Equipment Skills

• Proficient computer operating skills
• Understanding of Microsoft Office Suite (Outlook, Word, Excel)

Managerial Responsibility

No supervisory/managerial responsibilities

Other Skills and Abilities

• Thorough knowledge of credit union policies, procedures and regulations
• Ability to identify lending opportunities and make recommendations.
• Ability to cross-sell financial services of the credit union to create exceptional member service
• Ability to perform financial calculations
• Ability to communicate effectively and persuasively using written and verbal communication

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

• Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently
• Ability to stand, walk, kneel and crouch occasionally

Vision Requirements

• Close vision (clear vision at 20 inches or less)
• Distance Vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally

Environmental

There are no unusually environmental factors

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

#LI-HJ1

***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***

#LI-FB1

Mountain America Center

9800 S Monroe St
Sandy, UT 84070

SCHEDULE

This is a hybrid role with both in office and remote work, depending on business need.

To be effective, an individual must be able to perform each job duty successfully:

• Establish and maintain RCM and regulatory obligations program charters, standards, procedures, escalation criteria, and documentation expectations aligned with regulatory requirements and organizational risk tolerance.
• Define enterprise regulatory change intake and minimum standards for applicability and impact assessment, risk tiering, implementation planning artifacts, and evidence expectations.
• Govern implementation risk tracking (milestones, dependencies, evidence, and control impacts) and escalate high-risk, delayed, or ambiguous changes per defined criteria.
• Lead RCM governance forums and working sessions; clarify accountability (RACI) and decision pathways across stakeholders.
• Provide forward-looking regulatory intelligence summaries and implementation risk insights to leaders and committees.
• Ensure alignment across regulatory change actions, policy/procedure updates, controls, testing, issue management, and enterprise reporting (oversight and challenge; not drafting or executing).
• Own the regulatory obligations inventory operating model, including obligation identification standards, applicability mapping, ownership expectations, review cadence, and change control.
• Maintain enterprise standards for inventory structure, metadata, quality checks, and linkages to policies, procedures, controls, issues, testing, and evidence repositories.
• Perform quality assurance reviews on change records and obligation mappings to validate completeness, traceability, and audit/exam defensibility.
• Define and maintain KPIs/KRIs for RCM and obligations coverage (e.g., timeliness, overdue changes, high-impact exposure, evidence completeness, and coverage gaps).
• Produce dashboards and executive reporting for senior management and committees; support Board-level reporting as required.
• Act as functional lead for RCM/obligations tools and workflows (e.g., SharePoint/GRC platforms); partner with Technology to improve automation, data integrity, and audit trails.
• Establish standards for evidence repositories and documentation discipline to improve audit/exam responsiveness.
• Provide effective challenge to first-line regulatory change execution; recommend risk-based corrective actions when gaps are identified.
• Serve as a trusted advisor and escalation point for complex regulatory change matters; translate requirements into actionable expectations and informed decision-making.

Potential Future Responsibilities (as business needs evolve)

• Provide functional leadership to assigned program staff or analysts, including work prioritization, coaching, and performance feedback.
• Support onboarding, training, and development of program resources to enhance program maturity and scalability.
• Maintain accountability for program standards, governance, and effective challenge regardless of team size.

KNOWLEDGE, SKILLS, and ABILITIES

• Deep knowledge of compliance management systems (CMS) and regulatory expectations in a regulated financial services environment.
• Advanced understanding of regulatory change management, regulatory intelligence, and regulatory obligations/inventory design.
• Strong analytical skills, including KPI/KRI design, dependency and delivery risk analysis, and executive reporting.
• Demonstrated ability to lead cross-functional programs through matrix influence; strong judgment in ambiguous situations.
• Executive-level written and verbal communication; strong documentation discipline and attention to detail.
• Experience with workflow/GRC tools and data governance concepts (taxonomy, metadata, controls linkages, audit trails).
• Demonstrated ability to lead through influence as an individual contributor, with the capability to transition into people leadership responsibilities as programs scale.

Education and Experience

• Bachelor’s degree or equivalent work experience.
• 8+ years of progressive experience in compliance, risk management, audit, or regulatory program leadership within a highly regulated industry (financial services preferred).
• Demonstrated experience designing governance frameworks, leading enterprise programs, and delivering executive-level reporting.
• Experience supporting regulatory exams/audits and building audit-ready evidence packs preferred.

Licenses, Certifications, Registrations

• CRCM, CRISC, CISA, CIA, PMP, or comparable certification preferred.

Computer/Office Equipment Skills

• Advanced proficiency with Microsoft Office (Outlook, Word, PowerPoint, Excel) to support analysis, documentation, and executive reporting.
• Leverages Excel for advanced analysis, dashboards, trend reporting, and metrics supporting risk-based decision-making.
• Effectively utilizes collaboration and document management platforms (e.g., SharePoint, Smartsheet or comparable tools) for program governance, workflow management, evidence retention, and audit/exam readiness.
• Quickly adapts to and learns new systems/tools (e.g., GRC platforms, reporting solutions, workflow/case management tools).

Language Skills

• Communicates clearly and effectively, verbally and in writing, with executive leadership and cross-functional partners.
• Reads, interprets, and applies complex regulatory, policy, and procedural guidance and translates it into actionable expectations.

Other Skills and Abilities

• Strong service orientation; balances stakeholder needs, regulatory expectations, and enterprise risk considerations.
• Proactively identifies complex problems, evaluates root causes, and leads enhancements to governance and operating models.
• Operates with professionalism, discretion, and independent judgment, particularly in ambiguous, sensitive, or high-risk situations.
• Adapts effectively to change in a dynamic regulatory and operational environment; demonstrates resilience and sound judgment.
• Exceptional collaboration skills; influences outcomes through matrix relationships rather than direct authority.
• Continuous learning mindset; maintains expertise in regulatory requirements, compliance frameworks, and enabling systems.

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

• Ability to sit, talk, and hear consistently.
• Ability to stand, walk, and use hands to handle or reach occasionally.

Vision Requirements

• Close vision (clear vision at 20 inches or less).
• Distance vision (clear vision at 20 feet or more).

Weight Lifted or Force Exerted

• Ability to lift up to 25 pounds occasionally; may need to lift up to 50 pounds.

Environmental

• There are no unusual environmental factors (typical office environment).

Noise Environment

• Moderate noise (business office with computers and printers, light traffic).

Las Vegas Branch

7280 W Lake Mead Blvd

Las Vegas, NV 89128

SCHEDULE

Full Time; Monday - Friday 8:40am - 6:15pm:

Rotating Saturday 8:40am - 2:15pm (at the Henderson Branch)

At Mountain America, we are committed to taking care of all our employees.

• Starting competitive pay that can increase depending on experience

• Additional $1.00 per hour for helping in Spanish

• Performance reviews with opportunities to increase compensation

• Excellent medical and dental benefits with minimal employee contribution (full time employees)

• Paid time off, volunteer time off, and paid holidays

• Matching 401K

• Tuition assistance

• Professional development

• And more

To be effective, an individual must be able to perform each job duty successfully.

Coaching & Development

• Exemplifies MACU Way and Leadership Behaviors and philosophy while fulfilling responsibilities as a leader in the branch environment and within the credit union.
• Learns to coach others to develop the necessary AAA skills to get the expected results. Connects AAA skill proficiency to production.
• Drives accountability with team members around AAA and results.
• Leads by example and supports a branch culture of exceptional member service. Understands the MACU vision and articulates the vision through MACU Way behaviors.
• Under the lead of the Branch Manager, solicits feedback regarding team culture and utilizes the MACU Mission, Vision, and Values to drive a unified team culture and obtains buy-in from their team.
• Regularly holds personalized 1:1’s with each team member.
• Uses coaching tools to improve development activities beyond that of production and toward team member development.
• Partners with team members to create individual development plans that include AAA skills and other development opportunities.
• Evaluates direct report employees in their quarterly check-ins and annual Performance Evaluations and assists the Branch Manager with the MSR/MEO/FSR evaluations.
• Supports the Branch Manager with change management efforts and priorities of the credit union with team members.
• Trains and coaches branch staff on credit union policies, procedures, philosophies and branch functions to encourage the achievement of branch operational and sales goals.
• Works with the Branch Manager to implement employee life cycle strategies in regard to employee hiring, onboarding, development and retention.

Member Experience

• May partner with the Branch manager to resolve member and employee concerns. Resolves concerns; follows up in a timely manner. Seeks assistance as necessary.
• May support the Branch Manager in community development – acts as a credit union representative in the community where the branch is located and successfully meet the needs of sponsor groups.

Branch Operations

• Assists in the daily operations of the branch (including cash management, compliance).
• Effectively uses proprietary sales tools like Member Value Review (MVR), Value Analyzer and New Account Framework to maintain AAA standards.
• Approves and denies loans and is the back-up for the branch manager for loan exceptions. Sees opportunity in how to create a package that provides the best value for the member.
• Assists the Branch Manager is developing methods to track and measure team productivity, accuracy, and sales and service.
• Gains knowledge and understanding of the Credit Union Financials.
• Utilizes judgment and responsibility in fulfilling members' needs using the credit union policies.
• Assists the Branch Manager with security and maintenance of the branch building and property.
• Complies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her position

Leadership Focus

• Coaches and develops branch team members to provide an exceptional Member Experience.
• Partners with internal Business Partners to serve the membership and develop others.
• Performs other duties as assigned.

KNOWLEDGE, SKILLS, and ABILITIES
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience

Must have 3+ years of financial industry experience, which includes 1+ years of lending experience.

Education

Two-year college degree or completion of a specialized course of study at a business or trade school or equivalent.

Licenses, Certificates, Registrations, Trainings

• Must meet all Branch Progression training expectations of all positions supervised
• Notary Public or have ability to obtain within first 90 days where possible
• Must be able to qualify annually as a Mortgage Loan Originator under S.A.F.E Act Registration
• The Assistant Branch Manager is responsible to ensure that the branch is appropriately staffed with employees that are trained to reasonably meet the needs of the member including ensuring appropriate staff coverage of all Credit Union products and services including but not limited to: depository, lending, online, mobile, safe deposit (where applicable), notary and medallion services.

Computer/Office Equipment Skills

• Basic computer operating skills
• Intermediate to advanced skills in Microsoft Office (Outlook, Word, Excel and PowerPoint)
• Symitar experience preferred

Managerial Responsibility

• Has supervisory/managerial responsibilities that are direct or through work leaders, typically with a subordinate group of 10 or more employees.
• Estimates personnel needs and assigns work to meet these needs. Supervises, coordinates and reviews the work of assigned staff.
• Recommends candidates for employment, conducts performance evaluations and salary reviews for assigned staff, and applies company policy.

Other Skills and Abilities

• Must have a thorough knowledge and understanding of credit union policies and procedures as well as related work experience in operations (teller and new account functions), lending (loan origination) and sales in a financial institution.
• Must have the ability to make sound decisions based on credit union policies.
• Must have the ability to supervise, train, lead and coach others in providing quality service and selling credit union products and services.
• Must have strong leadership skills which include a proven track record of preparing and mentoring new leaders for the credit union, including demonstrated success in handling difficult situations.

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

• Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently
• Ability to stand, walk, kneel and crouch occasionally

Vision Requirements

• Close vision (clear vision at 20 inches or less)
• Distance Vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

• Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally

Environmental

• There are no unusual environmental factors

Noise Environment

• Moderate noise (business office with computers and printers, light traffic)

***This job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person***

#LI-JL1

#INDS

Mountain America Center - In Office:

9800 S Monroe St
Sandy, UT 84070

SCHEDULE

Part Time

Key Responsibilities:

• Assist in full-cycle execution of audit and advisory engagements, including planning and fieldwork.
• Participate in meetings with stakeholders to document process walkthroughs and assess control design and operating effectiveness.
• Gain an understanding of the Global Internal Audit Standards and apply them in daily work.
• Contribute to risk assessments, issue validation, and audit follow-up activities.
• Support continuous improvement initiatives within the Internal Audit department.
• Perform other related duties to support the Audit Director/Manager and audit team.

Knowledge, Skills & Abilities

• Strong written and verbal communication skills.
• High attention to detail, strong analytical thinking, and excellent problem-solving ability.
• Ability to work independently while collaborating effectively with a team.
• Demonstrated persistence in managing tasks, tracking details, and meeting deadlines.
• Interest in developing expertise in audit, risk, controls, or compliance.

Education & Qualifications

• Recent bachelor’s or master’s degree graduate in Accounting, Finance, Business, Information Systems, Cybersecurity or a related field.
• Preferred GPA: 3.75 or higher.
• Commitment to obtaining and passing CIA or CISA certification within 6 months.

1012 Yellowstone Avenue
Pocatello, ID 83201

Schedule

Full Time; Monday – Friday 8:40am – 6:15pm; Saturdays 8:40am – 2:15pm *Day off during the week when a Saturday is worked*

To be effective, an individual must be able to perform each job duty successfully.

Coaching & Development

• Exemplifies MACU Way and Leadership Behaviors and philosophy while fulfilling responsibilities as a leader in the branch environment and within the credit union.
• Learns to coach others to develop the necessary AAA skills to get the expected results. Connects AAA skill proficiency to production.
• Drives accountability with team members around AAA and results.
• Leads by example and supports a branch culture of exceptional member service. Understands the MACU vision and articulates the vision through MACU Way behaviors.
• Under the lead of the Branch Manager, solicits feedback regarding team culture and utilizes the MACU Mission, Vision, and Values to drive a unified team culture and obtains buy-in from their team.
• Regularly holds personalized 1:1’s with each team member.
• Uses coaching tools to improve development activities beyond that of production and toward team member development.
• Partners with team members to create individual development plans that include AAA skills and other development opportunities.
• Evaluates direct report employees in their quarterly check-ins and annual Performance Evaluations and assists the Branch Manager with the MSR/MEO/FSR evaluations.
• Supports the Branch Manager with change management efforts and priorities of the credit union with team members.
• Trains and coaches branch staff on credit union policies, procedures, philosophies and branch functions to encourage the achievement of branch operational and sales goals.
• Works with the Branch Manager to implement employee life cycle strategies in regard to employee hiring, onboarding, development and retention.

Member Experience

• May partner with the Branch manager to resolve member and employee concerns. Resolves concerns; follows up in a timely manner. Seeks assistance as necessary.
• May support the Branch Manager in community development – acts as a credit union representative in the community where the branch is located and successfully meet the needs of sponsor groups.

Branch Operations

• Assists in the daily operations of the branch (including cash management, compliance).
• Effectively uses proprietary sales tools like Member Value Review (MVR), Value Analyzer and New Account Framework to maintain AAA standards.
• Approves and denies loans and is the back-up for the branch manager for loan exceptions. Sees opportunity in how to create a package that provides the best value for the member.
• Assists the Branch Manager is developing methods to track and measure team productivity, accuracy, and sales and service.
• Gains knowledge and understanding of the Credit Union Financials.
• Utilizes judgment and responsibility in fulfilling members' needs using the credit union policies.
• Assists the Branch Manager with security and maintenance of the branch building and property.
• Complies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her position

Leadership Focus

• Coaches and develops branch team members to provide an exceptional Member Experience.
• Partners with internal Business Partners to serve the membership and develop others.
• Performs other duties as assigned.

KNOWLEDGE, SKILLS, and ABILITIES
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience

Must have 3+ years of financial industry experience, which includes 1+ years of lending experience.

Education

Two-year college degree or completion of a specialized course of study at a business or trade school or equivalent.

Licenses, Certificates, Registrations, Trainings

• Must meet all Branch Progression training expectations of all positions supervised
• Notary Public or have ability to obtain within first 90 days where possible
• Must be able to qualify annually as a Mortgage Loan Originator under S.A.F.E Act Registration
• The Assistant Branch Manager is responsible to ensure that the branch is appropriately staffed with employees that are trained to reasonably meet the needs of the member including ensuring appropriate staff coverage of all Credit Union products and services including but not limited to: depository, lending, online, mobile, safe deposit (where applicable), notary and medallion services.

Computer/Office Equipment Skills

• Basic computer operating skills
• Intermediate to advanced skills in Microsoft Office (Outlook, Word, Excel and PowerPoint)
• Symitar experience preferred

Managerial Responsibility

• Has supervisory/managerial responsibilities that are direct or through work leaders, typically with a subordinate group of 10 or more employees.
• Estimates personnel needs and assigns work to meet these needs. Supervises, coordinates and reviews the work of assigned staff.
• Recommends candidates for employment, conducts performance evaluations and salary reviews for assigned staff, and applies company policy.

Other Skills and Abilities

• Must have a thorough knowledge and understanding of credit union policies and procedures as well as related work experience in operations (teller and new account functions), lending (loan origination) and sales in a financial institution.
• Must have the ability to make sound decisions based on credit union policies.
• Must have the ability to supervise, train, lead and coach others in providing quality service and selling credit union products and services.
• Must have strong leadership skills which include a proven track record of preparing and mentoring new leaders for the credit union, including demonstrated success in handling difficult situations.

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

• Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently
• Ability to stand, walk, kneel and crouch occasionally

Vision Requirements

• Close vision (clear vision at 20 inches or less)
• Distance Vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

• Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally

Environmental

• There are no unusual environmental factors

Noise Environment

• Moderate noise (business office with computers and printers, light traffic)

***This job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person***

Remote & Hybrid-Remote Options Available

Mountain America Center

9800 S Monroe St

Sandy, Utah

SCHEDULE

Full-Time

***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***

#INDGEN

#LI-BH1

• Perform hands-on monitoring, triage, and investigation of security alerts across endpoint, network, cloud, and SaaS environments.
• Support on-call or escalation rotations as required for operational coverage.

• Execute day-to-day vulnerability management activities, including scanning, validation, risk analysis, and remediation tracking.

• Optimize policies and detections to improve signal quality and reduce false positives in cybersecurity tooling.

• Support the operational implementation of data classification, data loss prevention (DLP), and data protection controls.
• Monitor and investigate data protection alerts and events.

• Create, maintain, and continuously update security operations documentation, including runbooks, procedures, and standards.
• Participate in change management processes related to security tooling and review changes to controls for security impact and adherence to standards.

• Collaborate closely with Cybersecurity Engineering, Architecture, and Incident Response to provide operational feedback on tools, detections, and control effectiveness.
• Support audits, assessments, and regulatory activities by providing operational evidence and technical input.
• Stay current on emerging threats, vulnerabilities, and industry best practices, applying relevant insights to daily operations.

KNOWLEDGE, SKILLS, & ABILITIES

• 5+ years of progressive experience in cybersecurity operations or a closely related technical security role.
• Proven experience executing vulnerability management programs.
• Deep familiarity with managing endpoint security platforms (AV, EDR, XDR).
• Working knowledge of data classification, DLP, and data protection concepts.
• Strong analytical and troubleshooting skills with the ability to assess risk and prioritize response actions.
• Ability to produce clear, accurate technical documentation to support internal processes, regulatory and internal audits, and incidents.
• Ability to work independently with minimal oversight while collaborating effectively across teams.
• Self-starter with strong problem-solving, organizational, and time management skills.
• Adaptive to change and responds positively to altered circumstances or conditions.
• Possesses a desire and willingness to learn and continually update knowledge on security or business concepts, strategies, systems, etc.

EDUCATION & EXPERIENCE

• Bachelor’s degree in Information Security, Computer Science, or equivalent practical experience.
• Security+, CySA+, Security X, GCIH, GCED, GCIA, CISSP, or equivalent certifications. (Preferred)

PHYSICAL ABILITIES / WORKING CONDITIONS

• Physical Demands
  • Ability to sit, talk and hear consistently
  • Ability to lift up to 10 pounds frequently and up to 25 pounds occasionally.
• Environmental
  • There are no unusual environmental factors. Work is conducted in a typical office setting with moderate noise.

***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***

9800 S. Monroe Street

Sandy, UT 84070

SCHEDULE: Full-Time hybrid in-office with some remote days

To be effective, an individual must be able to perform each job duty successfully.

Key Responsibilities

Incident Response & Crisis Management

• Lead the enterprise cybersecurity incident response program, including preparation, detection, containment, eradication, and recovery activities.
• Serve as the executive incident commander for high-severity cybersecurity events, coordinating technical teams, business stakeholders, and leadership.
• Define and maintain incident response plans, playbooks, escalation models, and crisis communication procedures.
• Conduct executive-level briefings during and after incidents, including post-incident reports, root cause analysis, and lessons learned.
• Oversee breach investigations, digital forensics, and evidence preservation in coordination with Legal and Compliance.
• Lead tabletop exercises, red/blue team simulations, and ransomware readiness scenarios.
• Lead the organization’s brand protection efforts to safeguard reputation and identity.
• Lead proactive threat-hunting initiatives to identify advanced threats, vulnerabilities, and anomalous activities across the enterprise environment.
• Define and maintain incident response plans, playbooks, escalation models, and crisis communication procedures.

Insider Threat Program Leadership

• Own and operate the enterprise Insider Threat Program, addressing malicious, negligent, and compromised insider risks.
• Define insider threat detection, triage, investigation, and response processes across people, process, and technology.
• Partner with HR, Legal, Privacy, and Risk Management teams to ensure investigations are lawful and appropriate.
• Implement behavioral, technical, and contextual monitoring capabilities.
• Establish governance, oversight, and separation of duties for insider investigations.

Security Operations & Capability Maturity

• Collaborate with SOC leadership to enhance monitoring, alerting, and response automation.
• Drive continuous improvement using metrics and maturity models.
• Translate threat intelligence into actionable detection and response strategies.

Governance, Risk, and Compliance

• Ensure alignment with regulatory frameworks including NCUA, FFIEC, and NIST.
• Support audits, regulatory exams, and breach notification requirements.
• Partner with Risk Management and Internal Audit to remediate gaps.

Leadership & Influence

• Lead and mentor incident response and insider threat professionals.
• Partner across IT, Digital Solutions, Legal, HR, Communications, and executives.
• Act as a trusted advisor during high-impact and sensitive situations.

KNOWLEDGE, SKILLS, and ABILITIES

The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Education and Experience

• 6+ years of experience in cybersecurity operations or incident response with progressive responsibility.
• 5+ years in a leadership role responsible for cybersecurity operations or incident response.
• Experience leading enterprise-scale incident response programs.
• Financial services or regulated industry experience preferred.
• Bachelor’s degree in a related discipline or equivalent experience required.

Licenses, Certifications, Registrations

• CISSP strongly preferred.
• GCIH, GCFA, CISM, CISA, or GIAC certifications highly desirable.

Other Skills and Abilities

• Expertise in incident response and digital forensics.
• Strong understanding of insider threat risk and investigations.
• Executive-level communication and leadership under pressure.
• Proven ability to balance security, privacy, and business needs.
• Strategic thinking.
• Problem-solving skills.
• Verbal/written communication skills.
• Leadership and talent management skills.
• Public speaking skills.

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands
Ability to sit, talk and hear consistently

Vision Requirements
Close vision (clear vision at 20 inches or less)
Distance vision (clear vision at 20 feet or more)
Color vision (ability to identify and distinguish colors)

Weight Lifted or Force Exerted
Ability to lift up to 10 pounds frequently and up to 25 pounds occasionally

Environmental
There are no unusual environmental factors (such as a typical office)

Noise Environment
Moderate noise (business office with computers and printers, light traffic)

***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***

#LI-FB1

#INDGEN

Heber Main St Branch

635 South Main Street
Heber City, UT 84032

SCHEDULE

Full Time; Monday – Friday 8:40am – 6:15pm; Saturdays 8:40am – 2:15pm

*Day off during the week when a Saturday is worked*

*Bilingual English/Spanish preferred but not required*

At Mountain America, we are committed to taking care of all our employees.
-Starting competitive pay of $17.50 per hour and can increase depending on experience, plus incentives

-Extra $1.00 per hour location premium for the Heber Branch
-Performance reviews with opportunities to increase compensation
-Excellent medical and dental benefits with minimal employee contribution (full time employees)
-Paid time off, volunteer time off, and paid holidays
-Matching 401K
-Tuition assistance
-Professional development
-And more!

To be effective, an individual must be able to perform each job duty successfully.

Member Focus

• Provides exceptional member service to credit union membership by assessing member needs, advising to meet their needs, and assisting in those transactions, which could include opening new accounts, servicing existing accounts, and explaining our products and services that best suit our member’s needs and accomplish the credit union objectives.
• Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach
• Consistent focus on increasing member satisfaction and account retention
• Expected to meet sales and service goals
• Uses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and services
• Resolves problems by clarifying member complaints, determining the cause of the problem, providing the best solution to resolve the problem, expediting correction or adjustment, and following up to ensure resolution.
• Follows up with member interactions with thank you notes and phone calls using the MACU New Member Onboarding approach

Branch Operations

• Maintains cash drawer
• Initiates wire transfers, cashiers checks, and cash advances
• Creates VISA cards
• Opens and processes IRA transactions, certificates of deposit, and redeem savings bonds
• Uses judgement to place appropriate check holds and issue fee reversals
• Assist fraud victims by processing fraud disputes
• Accurately and efficiently processes transactions in accordance with established policies and procedures
• Assists in the opening and closing procedures of the branch
• Responsible for Branch Security which includes vault combinations, security codes, and member information.

Other Responsibilities

• Represents the credit union in a professional manner, both in dress and in actions
• Keeps work area neat and clean
• Responds to email/voicemail/missed calls/other communication in a timely manner
• Actively participates and completes product knowledge courses
• Travel may be required
• Complies with all regulations as required by law
• Performs other duties as assigned

KNOWLEDGE, SKILLS, and ABILITIES
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience
At least six months of customer service experience.

Industry experience preferred.

Education
High school diploma or equivalent

Licenses, Certificates, Registrations, Trainings

• A valid driver’s license is required

To be completed during the first 90 days:

• MSR onboarding through the following:
  • Branch Foundations
  • Teller Branch Checklist
  • Products & Services
  • Teller Follow-up Training

Computer/Office Equipment Skills

• Proficient computer operating skills
• Understanding of Microsoft Office Suite (Outlook, Word, Excel)

Managerial Responsibility

No supervisory/managerial responsibilities

Other Skills and Abilities

• Thorough knowledge of credit union policies, procedures and regulations
• Ability to identify lending opportunities and make recommendations.
• Ability to cross-sell financial services of the credit union to create exceptional member service
• Ability to perform financial calculations
• Ability to communicate effectively and persuasively using written and verbal communication

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

• Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently
• Ability to stand, walk, kneel and crouch occasionally

Vision Requirements

• Close vision (clear vision at 20 inches or less)
• Distance Vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally

Environmental

There are no unusually environmental factors

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

Mountain America Center

9800 S Monroe Street

Sandy, Utah

SCHEDULE:

Monday-Friday 9am-6pm

Rotating Saturday's 9am-2pm

To be effective, an individual must be able to perform each job duty successfully.

• Partners with branch service center and corporate personnel to provide timely, accurate, and quality service and support for business member’s needs.

• Handles inbound call requests and email inquiries from business members, managed members, frontline staff, Portfolio Managers, and Senior Business Advisors, ensuring exceptional service.

• Be fluent in the specialty trust accounts offered to Business Members. IOLTA, UARHOF, RETA & Property Managements trusts.

• Supports the general business member policy and guidelines. This includes acting as a resource and subject matter expert for all business member inquiries and updated procedures.

• Responsible for conducting many comprehensive audits of business accounts to ensure compliance with internal policies and regulatory requirements.
• High understanding of federal NACHA & payment guidelines relating to ACH and wire origination.
• High understanding of federal check clearing processes for deposited and issued items.
• Identifies opportunities and initiates referrals to various departments across the organization.
• Complies with all regulations as required by law, including but not limited to the Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS), and other relevant regulations.

• Performs other duties as assigned.

KNOWLEDGE, SKILLS, and ABILITIES

The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential job functions.

Experience

• Minimum of 3 years of professional experience in a dynamic financial environment.
• Specific experience around core banking systems of 3+ years is preferred.
• Experience supporting a SAAS solution product or other cash / treasury management services is preferred.

Education

• High School Diploma required; some college preferred but not required

Licenses, Certifications, Registrations

• N/A

Computer/Office Equipment Skills

• Intermediate skills with Microsoft Office Suite including Outlook, Word, PowerPoint, and Excel.

Language Skills

• Demonstrated ability to clearly express ideas, methodology, results and recommendations verbally, in writing and through insightful reports and graphic illustrations

• Demonstrated ability to document outcomes and present information in a manner appropriate for key stakeholders and all levels of the organization.

Other Skills and Abilities

• Ability to work both autonomously and collaboratively in a fast-paced environment.

• Must have excellent customer service, communication, organizational and analysis skills.

• Self-starter with strong organizing and time management skills and the ability to work productively and efficiently in a fast-paced environment with multiple projects and timelines

• Adaptive to change, responds positively to altered circumstances or conditions

• Possess a desire and willingness to learn and continually update knowledge based on financial concepts, strategies, systems etc.

• Take initiative to be a problem solver and provide suggestions to improve processes and efficiencies.

• Effective in variety of communication settings: one-on-one, small and large groups, or among diverse styles and position levels.

• Data analytics and data validation skills and proficiency in business data analysis (MS Excel, etc.)

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

• Ability to sit, talk and hear consistently
• Ability to stand, walk, and use hands to handle or reach occasionally

Vision Requirements

• Close vision (clear vision at 20 inches or less)
• Distance vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

• Ability to lift to 10 pounds occasionally

Environmental

There are no unusual environmental factors (such as a typical office)

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

Mountain America Center - In Office:

9800 S Monroe St
Sandy, UT 84070

SCHEDULE

Part Time

Position Overview:

The IT Internal Audit Intern will support the Audit Director/Manager and Internal Audit team in the planning, execution, and documentation of IT audit and advisory engagements. This role provides hands-on exposure to evaluating technology risks, assessing the design and effectiveness of IT general controls (ITGCs), and supporting audits of systems, applications, and cybersecurity processes within a financial institution.

The intern will assist in areas such as access management, change management, system operations, data integrity, and information security, helping ensure that key controls are appropriately designed and operating effectively. Responsibilities may also include analyzing data, documenting control processes, performing walkthroughs, and assisting with the identification of control gaps and remediation activities.

Key Responsibilities:

• Assist in full-cycle execution of audit and advisory engagements, including planning and fieldwork.
• Participate in meetings with stakeholders to document process walkthroughs and assess control design and operating effectiveness.
• Gain an understanding of the Global Internal Audit Standards and apply them in daily work.
• Contribute to risk assessments, issue validation, and audit follow-up activities.
• Support continuous improvement initiatives within the Internal Audit department.
• Perform other related duties to support the Audit Director/Manager and audit team.

Knowledge, Skills & Abilities

• Strong written and verbal communication skills.
• High attention to detail, strong analytical thinking, and excellent problem-solving ability.
• Ability to work independently while collaborating effectively with a team.
• Demonstrated persistence in managing tasks, tracking details, and meeting deadlines.
• Interest in developing expertise in audit, risk, controls, or compliance.

Education & Qualifications

• Recent bachelor’s or master’s degree graduate in Accounting, Finance, Business, Information Systems, Cybersecurity or a related field.
• Preferred GPA: 3.75 or higher.
• Commitment to obtaining and passing CIA or CISA certification within 6 months.

Mortgage Services

7167 S Center Park Drive

West Jordan, UT 84084

SCHEDULE

Full Time; Monday - Friday 8:00am - 5:00pm or 9:00am - 6:00pm

ESSENTIAL DUTIES AND RESPONSIBILITIES

To be effective, an individual must be able to perform each job duty successfully.

• Demonstrates strong analytical abilities when running and analyzing loan documents through Encompass. Also strong communication skills when approving and denying Closing Disclosures on purchases and mortgage refinancing requests and recommending approval and denials up to $1,000,000.00M
• Closes all Conventional loan products including MACU Portfolio
• Provides strong expertise in Secondary Market, CFPB, NCUA regulations regarding Ability to Repay, TRID, Fair Lending.
• Provides thorough understanding of MACU portfolio programs as well as secondary market guidelines for external investors (learning over 80+ different programs, as well as 10 investors) their processes and guidelines of closing such application
• Works with the Loan Officers to ensure files are being closed and shipped timely, files are being cleaned out, sent for scanning and all other department standards are being met or exceeded.
• Helps to maintain flow of information and communications between loan officers, processors, underwriters and credit union management to achieve the utmost effectiveness of department performance
• Works with closers and underwriters to oversee investor funding/suspensions and FHA uninsured loans are done within time allowed.
• All other duties as assigned.

KNOWLEDGE, SKILLS, and ABILITIES

The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience

One to Two years of mortgage related experience

Education

Equivalent to a high school education.

Licenses, Certificates, Registrations

none

Managerial Responsibility

None

Language Skills

Must have the ability to read and interpret documents in English such as safety rules, operating and maintenance instruction, and procedure manuals. Ability to write routine reports and correspondence in English. Ability to speak effectively in English before groups of employees, members, or clients.

Computer/Office Equipment Skills

Intermediate to Advanced skills in the following: Adding machine/10-Key, computer operating skills (windows navigation, mouse/keyboard functionality), Microsoft Outlook, Microsoft Office Suite. Must have the ability to type a minimum of 35 words per minute

PHYSICAL REQUIREMENTS/ WORKING CONDITIONS

Physical Demands

Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently.

Vision Requirements

Close vision (clear vision at 20 inches or less) Distance Vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally

Environmental

There are no unusual environmental factors

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

#LI-FW1

#indgen

Consumer Loan Servicing Team

9800 S. Monroe Street

Sandy, UT 84070

SCHEDULE

Full Time: Monday - Friday hours will vary between 8:00am - 7:00pm; Rotating Saturdays 9:00am - 3:00pm

To be effective, an individual must be able to perform each job duty successfully.

• Provides quality service to credit union members to resolve loan problems and enhance their financial relationship with Mountain America.
• Adheres to quality review procedures.
• Builds and maintains a cooperative working relationship with personnel from all of the branches and assists them with any servicing questions or concerns members bring to them.
• Performs loan, share, payment and error adjustments in Symitar timely, accurately and in accordance with accounting and servicing regulations and guidelines.
• Ability to use 3rd party systems related to remittance, research and correspondence.
• Handles loan pay-off requests in a timely and accurate manner.
• Processes requests that pertain to Servicemember Civil Relief Act (SCRA), flood tracking, Home Equity Lines of Credit (HELOC) conversion, Education Line of Credit (ELOC) conversion, etc.
• Assists in researching member inquires and handles correspondence.
• Assists in training other Loan Servicing employees, as needed.
• Performs other duties as assigned.

KNOWLEDGE, SKILLS, and ABILITIES

The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience

One to two years of similar or related experience

Education

High school diploma or equivalent

College course work in accounting is preferred.

Licenses, Certificates, Registrations

Must meet/exceed all performance expectations

Computer/Office Equipment Skills

• Basic computer operating skills.
• Intermediate skills in Microsoft Office (Outlook, Word, Excel)
• Must be proficient in all relevant internal systems
• Type a minimum of 35 words per minute preferred. Symitar and 10-Key experience preferred.

Managerial Responsibility

Have no supervisory/managerial responsibilities

Interpersonal Skills

• Courtesy, tact, and diplomacy are essential elements of the job.
• Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.

Other Skills and Abilities

• Thorough knowledge and understanding of credit union policies and procedures
• Knowledge of MACU departments, which Loan Servicing supports
• Strong motivational skills
• Must have the ability to speak and write in English
• Exceeds performance goals and expectations

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently

Ability to stand, walk, kneel and crouch occasionally

Vision Requirements

Close vision (clear vision at 20 inches or less)

Distance Vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 10 pounds consistently and up to 25 pounds occasionally

Environmental

There are no unusually environmental factors

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

#LI-SW1

Full Time; Monday – Friday 8:40am – 6:15pm (Weekends Off)

LOCATION

1047 S Main St

Moab, UT 84532

At Mountain America, we are committed to taking care of all our employees.

• Starting competitive pay of $21.00 or more per hour and can increase depending on experience, plus incentives
• Performance reviews with opportunities to increase compensation
• Excellent medical and dental benefits with minimal employee contribution (full time employees)
• Paid time off, volunteer time off, and paid holidays
• Matching 401K
• Tuition assistance
• Professional development
• And more!

To be effective, an individual must be able to perform each job duty successfully.

Member Focus

• Provides exceptional member service to credit union membership by assessing member needs and advising them to improve their financial situation. Which includes opening new accounts, servicing existing accounts, and explaining our products and services that best suit our members’ needs and accomplish the credit union objectives.
• Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach.
• Consistent focus on increasing member satisfaction, building the membership base and account retention.
• Expected to meet sales and service goals.
• Uses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and services.
• Resolves problems by clarifying member complaints, determining the cause of the problem, providing the best solution to resolve the problem, expediting correction or adjustment, and following up to ensure resolution.
• Follows up with member interactions with thank you notes and phone calls using the MACU New Member Onboarding approach.

Loan Servicing

• Originates loans by accepting, reviewing, and approving loan applications.
• Interviews loan applicants, reviewing credit report and cross-sells loans.
• Prepares loan documentation, initiates credit reports and conducts closings for home equity, personal, and auto loans
• Complies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her position
• Loan Underwriters, Title Specialist

Other Responsibilities

• Acts as a liaison to Business Services
• Reaches out to the community through outbound phone calls and by attending SEG events
• Performs Teller duties as needed
• Represents the credit union in a professional manner, both in dress and in actions
• Keeps work area neat and clean
• Responds to email/voicemail/missed calls/other communication in a timely manner
• Actively participates and completes product knowledge courses
• Complies with all regulations as required by law
• May require travel to other branches
• Performs other duties as assigned

KNOWLEDGE, SKILLS, and ABILITIES
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience

• At least 1+ year of retail banking or related sales and customer service experience.
• Ability to satisfy immediate and unexpected needs, by recommending credit union products and services with knowledge and confidence.
• Ability to multi-task and maintain composure while handling all member activities and requests.
• Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service.
• Ability to perform mathematical calculations.
• Ability to communicate effectively using written and verbal communication.

Education
High school diploma or equivalent

Licenses, Certificates, Registrations, Trainings

• Requires valid driver’s license for travel.

Training to be completed:

• Mountain America Accounts and Lending
• Required regulatory and compliance trainings.
• Notary Public
• NMLS Certification
• Must be able to qualify annually as a Mortgage Loan Originator under S.A.F.E Act Registration

Computer/Office Equipment Skills

• Basic computer operating skills
• Beginner to intermediate skills in Microsoft Office (Outlook, Word, Excel)
• Type a minimum of 35 words per minute preferred
• Symitar experience preferred

Managerial Responsibility

No supervisory/managerial responsibilities

Other Skills and Abilities

• Thorough knowledge of credit union policies, procedures and regulations
• Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service
• Ability to perform mathematical calculations
• Ability to communicate effectively using written and verbal communication

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

• Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently
• Ability to stand, walk, kneel and crouch occasionally

Vision Requirements

• Close vision (clear vision at 20 inches or less)
• Distance Vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally

Environmental

There are no unusually environmental factors

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

#INDMS

#LI-CC1

• Partners with branch and corporate personnel to provide timely, accurate, and quality service and support for business member’s needs.
• Handles inbound call requests and email inquiries from business members, managed members, frontline staff, Portfolio Managers, and Senior Business Advisors, ensuring exceptional service.
• Possesses a solid foundation and comprehensive understanding of business accounts, transactions, and documentation to effectively assist our members
• Underwrites all cash management applications for business services. This includes partnering with Portfolio Managers and Senior Business Advisors to ensure packages are complete and meet risk guidelines.
• Coordinator must be able to read and analyze business financial statements for credit and risk qualifications for certain cash management products.
• Performs backend setup for all cash management services in multiple programs with high accuracy.
• Payment processing of ACH and wire origination files going to the Federal Reserve for members with cash management services using multiple programs. This process requires high concentration and accuracy.
• Assists business members with a 1 on 1 training on various systems powered by our cash management suite of products. This training requires a personalized training experience.
• Provides and assists members with technical and system troubleshooting.
• Supports the general business member policy and guidelines. This includes acting as a resource and subject matter expert for all business member inquiries and updated procedures.
• Responsible for conducting many comprehensive audits of business accounts to ensure compliance with internal policies and regulatory requirements.
• High understanding of federal NACHA & payment guidelines relating to ACH and wire origination.
• High understanding of federal check clearing processes for deposited and issued items.
• Identifies opportunities and initiates referrals to various departments across the organization.
• Complies with all regulations as required by law, including but not limited to the Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS), and other relevant regulations.
• Performs other duties as assigned.

KNOWLEDGE, SKILLS, and ABILITIES

The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential job functions.

Experience

One to three years of similar or related experience

Education

Four-year college degree or equivalent preferred

Licenses, Certifications, Registrations

• N/A

Computer/Office Equipment Skills

• Intermediate skills with Microsoft Office Suite including Outlook, Word, PowerPoint, and Excel.

Language Skills

• Demonstrated ability to clearly express ideas, methodology, results and recommendations verbally, in writing and through insightful reports and graphic illustrations
• Demonstrated ability to document outcomes and present information in a manner appropriate for key stakeholders and all levels of the organization.

Other Skills and Abilities

• Ability to work both autonomously and collaboratively in a fast-paced environment.
• Must have excellent customer service, communication, organizational and analysis skills.
• Self-starter with strong organizing and time management skills and the ability to work productively and efficiently in a fast-paced environment with multiple projects and timelines
• Adaptive to change, responds positively to altered circumstances or conditions
• Possess a desire and willingness to learn and continually update knowledge based on financial concepts, strategies, systems etc.
• Take initiative to be a problem solver and provide suggestions to improve processes and efficiencies.
• Effective in variety of communication settings: one-on-one, small and large groups, or among diverse styles and position levels.
• Data analytics and data validation skills and proficiency in business data analysis (MS Excel, etc.)

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

• Ability to sit, talk and hear consistently
• Ability to stand, walk, and use hands to handle or reach occasionally

Vision Requirements

• Close vision (clear vision at 20 inches or less)
• Distance vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

• Ability to lift to 10 pounds occasionally

Environmental

There are no unusual environmental factors (such as a typical office)

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

#LI-FW1

#indgen

Centerville Marketplace Dr Branch:

298 Market Place Drive
Centerville, UT 84014

SCHEDULE

Full Time

Own the Relationship. Lead the Strategy. Drive Business Growth.

Mountain America Credit Union is seeking a Senior Business Advisor who brings both relationship depth and strategic expertise to our business banking team.

This is not a transactional role—you’ll operate as a trusted advisor and strategic partner, helping businesses grow through tailored banking and treasury management solutions.

🚀 What You’ll Do

• Own and lead the full sales lifecycle, including complex and high-value opportunities
• Manage and grow a large, diverse portfolio of business relationships
• Serve as a senior advisor on business banking and treasury management strategies
• Identify and execute on relationship expansion opportunities across existing clients
• Navigate complex client needs and customized solutions with a high level of autonomy
• Conduct strategic business reviews and deliver insights that strengthen partnerships
• Partner cross-functionally to influence outcomes and enhance member experience
• Represent and model MACU’s values and relationship-first culture

✅ What You Bring

• 3+ years of B2B relationship management or business banking experience (senior-level candidates bring deeper portfolio ownership and complexity)
• Strong banking and financial services acumen, especially with business clients
• Proven ability to manage complex relationships and sales cycles independently
• Advanced communication and presentation skills with executive-level stakeholders
• Strategic, self-directed mindset with the ability to prioritize and execute
• Experience with fintech tools, Microsoft Office, and virtual client engagement

🌟 Why Join MACU

• Make a meaningful impact on local and regional businesses
• Work in a relationship-driven, people-first culture
• Collaborate with a high-performing, supportive team
• Grow your career within a top-performing credit union

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

Ability to sit, talk and hear consistently

Ability to stand, walk, and use hands to handle or reach occasionally

Vision Requirements

Close vision (clear vision at 20 inches or less)

Distance vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 30 pounds occasionally

Environmental

There are no unusual environmental factors (such as a typical office)

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***

#LI_FB1

#INDGEN

LOCATION

To be effective, an individual must be able to perform each job duty successfully.

Member Focus

• Builds and maintains relationships with Mountain America Credit Union Members by engaging in conversations in person and over the phone.
• Provides quality service by assessing, advising, and assisting credit union membership.
• Recognizes member needs and cross-sells products and services as needs arise through a consultation approach.
• Educates members about MACU products and services.
• Consistent focus on increasing member satisfaction and account retention.
• Expected to meet production goals as a representation to help our members.
• May follow up with members on product referrals (e.g. warm calling).
• Uses lead lists to make outbound efforts (cold calling) to call existing membership to provide additional consultation on MACU products and services.
• Greets all members professionally.

Cash Transactions

• Accurately maintains cash drawer.
• Accurately and efficiently processes transactions in accordance with established policies and procedures.
• Assists in the opening and closing procedures of the branch.
• Responsible for Branch Security which includes vault combinations, security codes, and member information.

Other Responsibilities

• Represents the credit union in a professional manner, both in dress and in actions.
• Keeps work area neat and clean.
• Responds to email/voicemail/missed calls/other communication in a timely manner.
• Actively participates and completes product knowledge courses.
• Travel may be required.
• Complies with all regulations as required by law.
• Performs other duties as assigned

KNOWLEDGE, SKILLS, and ABILITIES
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience
At least six months of customer service experience.

Education
High school diploma or equivalent

Licenses, Certificates, Registrations, Trainings

• A valid driver’s license is required

To be completed during the first 90 days:

• MSR Certification Package through the following:
  • Teller Branch Checklist
  • Products & Services
  • Teller Follow-up Training
  • MSR Sales Certification

Computer/Office Equipment Skills

• Basic computer operating skills
• Beginner to intermediate skills in Microsoft Office (Outlook, Word, Excel)
• Type a minimum of 35 words per minute preferred

Managerial Responsibility

No supervisory/managerial responsibilities

Other Skills and Abilities

• Thorough knowledge of credit union policies, procedures and regulations
• Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service
• Ability to perform mathematical calculations
• Ability to communicate effectively using written and verbal communication

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

• Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently
• Ability to stand, walk, kneel and crouch occasionally

Vision Requirements

• Close vision (clear vision at 20 inches or less)
• Distance Vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally

Environmental

There are no unusually environmental factors

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***

Mountain America Center - In Office

9800 S Monroe St
Sandy, UT 84070

SCHEDULE

Monday-Friday; 6:30-3:00pm

To be effective, an individual must be able to perform each job duty successfully.

• Maintain high culinary standards for our café dining, board meals, and any future off premises outlets.
• Ensures high caliber guest service during each interaction with each guest, vendor, team member, and visitor. Provides excellent customer service, greets guest while in the dining room, take ownership over guest needs, and represents the MACU brand professionally.
• Responsible and fully accountable to plan and produce all food at your assigned station and ensure food is delicious and produced on a timely basis.
• Be a sponge. Constantly build upon your base gaining new techniques and recipes, observing new ways of cooking, and teaching less skilled cooks as a way of solidifying knowledge.
• Maintain a high level of cleanliness on your station and in any area of the kitchen you work. Report any concerns to Senior Sous Chef or Executive Chef immediately.

• Maintains complete knowledge of and compliance of guest service standards and standards - including Health Department regulations; always maintains excellent self and kitchen hygiene.

• Attends weekly food and beverage meetings to review results, plan for future events and adjust strategies and activities accordingly.
• Participates in and attends departmental meetings, staff development, and professional programs, as appropriate.

• Sous Chef performs additional duties as assigned that may be outside the normal scope of duties based on the business needs.

KNOWLEDGE, SKILLS, and ABILITIES

The requirements listed are representative of the knowledge, skills, and/or abilities required. Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation.

Experience

• 5 years experience in restaurants, hotels, and/or related food service operations.
• Heavily preferred 1+ years fine dining or country club experience or similar caliber operation.
• Preferred catering experience, any caliber.
• Observable zest for food, beverage, and guest service.

Education

AOS Culinary or 5 years’ experience in related field mentioned above.

Licenses, Certifications, Registrations

Current Food Handlers Permit.

Managerial Responsibility

None

Computer/Office or Kitchen Equipment Skills

• Demonstrated moderate skills with Microsoft Office Suite including Outlook, Word, and able to navigate on-line ordering and company websites.
• Demonstrated proficient skills operating all kitchen equipment.

Language Skills

• Demonstrated ability to clearly communicate verbally and written in English.
• Must be fluent in kitchen speak and common terms including cooking terms and service language.

Other Skills and Abilities

• Strong leadership potential and desire to work in a values-based organization.
• Demonstrated excellent customer service skills.
• Proactively solves station related problems and actively improves processes and create efficiencies.
• Professional, exercises personal discretion and independent judgement.
• Demonstrated inter-personal skills including the ability to collaborate with internal team.
• Self-starter with some organizing and time management skills and the ability to work productively and efficiently in a fast-paced environment with multiple orders and timelines as it relates to your role.
• Adaptive to change, responds positively to altered circumstances or conditions.
• Possess a desire and willingness to learn and continually update knowledge base.
• Take initiative to be a problem solver and provide suggestions to improve processes and efficiencies.

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

• Ability to sit, talk, and hear consistently.
• Must be able to bend, stoop, squat and stretch to fulfill tasks.
• Also, you must be physically able to walk without assistance on various surfaces for an extended period. This position requires manual dexterity, grasping, writing, standing, sitting, walking, repetitive motions, bending, and climbing.

Vision Requirements

• Close vision (clear vision at 20 inches or less)
• Distance vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

• Ability to lift 25 pounds regularly; occasionally may need to lift 50 pounds. Must demonstrate common knowledge of kitchen and restaurant safety.
• Must be physically able to lift and carry heavy trays and equipment as well as delicate dishware and glassware.

Environmental

• Fire, hot oil, hot surfaces, knives, cleaning chemicals.

Noise Environment

• Moderate noise, hood system, pots clanking, scraping, hammering, chopping.

Park City Newpark Blvd Branch

1672 W Newpark Blvd
Park City, UT 84098

SCHEDULE

Full Time; Monday – Friday 8:40am – 6:15pm; Saturdays 8:40am – 2:15pm

• Day off during the week when a Saturday is worked

At Mountain America, we are committed to taking care of all our employees.

• Starting competitive pay of $17.50 per hour and can increase depending on experience, plus incentives
• Performance reviews with opportunities to increase compensation
• Excellent medical and dental benefits with minimal employee contribution (full time employees)
• Paid time off, volunteer time off, and paid holidays
• Matching 401K
• Tuition assistance
• Professional development
• And more!

To be effective, an individual must be able to perform each job duty successfully.

Member Focus

• Provides exceptional member service to credit union membership by assessing member needs, advising to meet their needs, and assisting in those transactions, which could include opening new accounts, servicing existing accounts, and explaining our products and services that best suit our member’s needs and accomplish the credit union objectives.
• Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach
• Consistent focus on increasing member satisfaction and account retention
• Expected to meet sales and service goals
• Uses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and services
• Resolves problems by clarifying member complaints, determining the cause of the problem, providing the best solution to resolve the problem, expediting correction or adjustment, and following up to ensure resolution.
• Follows up with member interactions with thank you notes and phone calls using the MACU New Member Onboarding approach

Branch Operations

• Maintains cash drawer
• Initiates wire transfers, cashiers checks, and cash advances
• Creates VISA cards
• Opens and processes IRA transactions, certificates of deposit, and redeem savings bonds
• Uses judgement to place appropriate check holds and issue fee reversals
• Assist fraud victims by processing fraud disputes
• Accurately and efficiently processes transactions in accordance with established policies and procedures
• Assists in the opening and closing procedures of the branch
• Responsible for Branch Security which includes vault combinations, security codes, and member information.

Other Responsibilities

• Represents the credit union in a professional manner, both in dress and in actions
• Keeps work area neat and clean
• Responds to email/voicemail/missed calls/other communication in a timely manner
• Actively participates and completes product knowledge courses
• Travel may be required
• Complies with all regulations as required by law
• Performs other duties as assigned

KNOWLEDGE, SKILLS, and ABILITIES
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience
At least six months of customer service experience.

Industry experience preferred.

Education
High school diploma or equivalent

Licenses, Certificates, Registrations, Trainings

• A valid driver’s license is required

To be completed during the first 90 days:

• MSR onboarding through the following:
  • Branch Foundations
  • Teller Branch Checklist
  • Products & Services
  • Teller Follow-up Training

Computer/Office Equipment Skills

• Proficient computer operating skills
• Understanding of Microsoft Office Suite (Outlook, Word, Excel)

Managerial Responsibility

No supervisory/managerial responsibilities

Other Skills and Abilities

• Thorough knowledge of credit union policies, procedures and regulations
• Ability to identify lending opportunities and make recommendations.
• Ability to cross-sell financial services of the credit union to create exceptional member service
• Ability to perform financial calculations
• Ability to communicate effectively and persuasively using written and verbal communication

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

• Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently
• Ability to stand, walk, kneel and crouch occasionally

Vision Requirements

• Close vision (clear vision at 20 inches or less)
• Distance Vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally

Environmental

There are no unusually environmental factors

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

Full Time; Monday – Friday 8:40am – 6:15pm

LOCATION

1047 S Main St,

Moab, UT 84532

At Mountain America, we are committed to taking care of all our employees.

• -Starting competitive pay of 19.50 per hour or more (can increase depending on experience, plus incentives)
• -Performance reviews with opportunities to increase compensation
• -Excellent medical and dental benefits with minimal employee contribution (full time employees)
• -Paid time off, volunteer time off, and paid holidays
• -Matching 401K
• -Tuition assistance
• -Professional development
• -And more!
• To be effective, an individual must be able to perform each job duty successfully.

Member Focus

• Provides exceptional member service to credit union membership by assessing member needs, advising to meet their needs, and assisting in those transactions, which could include opening new accounts, servicing existing accounts, and explaining our products and services that best suit our member’s needs and accomplish the credit union objectives.
• Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach
• Consistent focus on increasing member satisfaction and account retention
• Expected to meet sales and service goals
• Uses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and services
• Resolves problems by clarifying member complaints, determining the cause of the problem, providing the best solution to resolve the problem, expediting correction or adjustment, and following up to ensure resolution.
• Follows up with member interactions with thank you notes and phone calls using the MACU New Member Onboarding approach

Branch Operations

• Maintains cash drawer
• Initiates wire transfers, cashiers checks, and cash advances
• Creates VISA cards
• Opens and processes IRA transactions, certificates of deposit, and redeem savings bonds
• Uses judgement to place appropriate check holds and issue fee reversals
• Assist fraud victims by processing fraud disputes
• Accurately and efficiently processes transactions in accordance with established policies and procedures
• Assists in the opening and closing procedures of the branch
• Responsible for Branch Security which includes vault combinations, security codes, and member information.

Other Responsibilities

• Represents the credit union in a professional manner, both in dress and in actions
• Keeps work area neat and clean
• Responds to email/voicemail/missed calls/other communication in a timely manner
• Actively participates and completes product knowledge courses
• Travel may be required
• Complies with all regulations as required by law
• Performs other duties as assigned

KNOWLEDGE, SKILLS, and ABILITIES
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience
At least six months of customer service experience.

Industry experience preferred.

Education
High school diploma or equivalent

Licenses, Certificates, Registrations, Trainings

• A valid driver’s license is required

To be completed during the first 90 days:

• MSR onboarding through the following:
  • Branch Foundations
  • Teller Branch Checklist
  • Products & Services
  • Teller Follow-up Training

Computer/Office Equipment Skills

• Proficient computer operating skills
• Understanding of Microsoft Office Suite (Outlook, Word, Excel)

Managerial Responsibility

No supervisory/managerial responsibilities

Other Skills and Abilities

• Thorough knowledge of credit union policies, procedures and regulations
• Ability to identify lending opportunities and make recommendations.
• Ability to cross-sell financial services of the credit union to create exceptional member service
• Ability to perform financial calculations
• Ability to communicate effectively and persuasively using written and verbal communication

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

• Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently
• Ability to stand, walk, kneel and crouch occasionally

Vision Requirements

• Close vision (clear vision at 20 inches or less)
• Distance Vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally

Environmental

There are no unusually environmental factors

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

#INDMS

Desert Color Pkwy Branch:

5095 S Desert Color Pkwy
St George, UT 84790

SCHEDULE

Part Time; Monday – Friday 25 hours per week between 8:40am – 6:15pm

Saturdays 8:40am - 2:15pm

*Day off during the week when a Saturday is worked*

At Mountain America, we are committed to taking care of all our employees.

• Starting competitive pay of $19.00 per hour and can increase depending on experience, plus incentives

• Performance reviews with opportunities to increase compensation

• Excellent medical and dental benefits with minimal employee contribution (full time employees)
• Paid time off, volunteer time off, and paid holidays
• Matching 401K
• Tuition assistance
• Professional development
• And more!

To be effective, an individual must be able to perform each job duty successfully.

Member Focus

• Provides exceptional member service to credit union membership by assessing member needs, advising to improve their financial situation. Which includes opening new accounts, servicing existing accounts, and explaining our products and services that best suit our member’s needs and accomplish the credit union objectives.
• Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach
• Consistent focus on increasing member satisfaction, building the membership base and account retention
• Expected to meet sales and service goals
• Uses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and services
• Resolves problems by clarifying member complaints, determining the cause of the problem, providing the best solution to resolve the problem, expediting correction or adjustment, and following up to ensure resolution.
• Follows up with member interactions with thank you notes and phone calls using the MACU New Member Onboarding approach

Loan Servicing

• Originates loans by accepting, reviewing, and approving loan applications.
• Interviews loan applicants, reviewing credit report and cross-sells loans.
• Prepares loan documentation, initiates credit reports and conducts closings for home equity, personal, and auto loans
• Complies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her position
• Loan Underwriters, Title Specialist

Other Responsibilities

• Acts as a liaison to Business Services
• Reaches out to the community through outbound phone calls and by attending SEG events
• Performs Teller duties as needed
• Represents the credit union in a professional manner, both in dress and in actions
• Keeps work area neat and clean
• Responds to email/voicemail/missed calls/other communication in a timely manner
• Actively participates and completes product knowledge courses
• Complies with all regulations as required by law
• May require travel to other branches
• Performs other duties as assigned

KNOWLEDGE, SKILLS, and ABILITIES
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience

• At least one year of retail banking or related sales and customer service experience
• Ability to satisfy immediate and unexpected needs, by recommending credit union products and services with knowledge and confidence.
• Ability to multi-task and maintain composure while handling all member activities and requests
• Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service.
• Ability to perform mathematical calculations.
• Ability to communicate effectively using written and verbal communication

Education

High school diploma or equivalent

Licenses, Certificates, Registrations, Trainings

To be completed during the first 90 days:

• MSR Certification Package:
  • Teller Follow-up Training
  • MSR Sales Certification
• Annual FSR Certification

Training to be completed generally during the first 90 days:

• New Account Training
• IRA Training
• Loan Training
• Loan Follow-up Training
• Notary Public
• NMLS Certification
• Must be able to qualify annually as a Mortgage Loan Originator under S.A.F.E Act Registration

Computer/Office Equipment Skills

• Basic computer operating skills
• Beginner to intermediate skills in Microsoft Office (Outlook, Word, Excel)
• Type a minimum of 35 words per minute preferred
• Symitar experience preferred

Managerial Responsibility

No supervisory/managerial responsibilities

Other Skills and Abilities

• Ability to satisfy immediate and unexpected needs, by recommending credit union products and services with knowledge and confidence
• Ability to multi-task and maintain composure while handling all member activities and requests
• Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service
• Ability to perform mathematical calculations
• Ability to communicate effectively using written and verbal communication
• Thorough knowledge of credit union policies, procedures and regulations
• Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service
• Ability to perform mathematical calculations
• Ability to communicate effectively using written and verbal communication

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

• Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently
• Ability to stand, walk, kneel and crouch occasionally

Vision Requirements

• Close vision (clear vision at 20 inches or less)
• Distance Vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally

Environmental

There are no unusually environmental factors

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

#INDMS

#LI-CC1

***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***

Remote MACU Footprint

SCHEDULE

Monday - Friday 10:00 am - 7:00 pm MDT with rotating Saturday and Sunday

Hours could change due to business need

To be effective, an individual must be able to perform each job duty successfully.

• Coaches and trains call center agents regarding sales and servicing techniques.
• Educates external members regarding products and services.
• Uses AAA to excel in member experience while leveraging our Products and Services to improve the member’s financial lives.
• Supervises employees, including coaching and development, minor disciplinary actions, performance appraisals, goal setting, reward and recognition, career development, etc.
• Assists agents in resolving problem accounts / escalations, while coaching for continuous improvement to enhance agent’s daily productivity.
• Monitors agents calls and reviews key metrics daily, weekly and monthly ensuring both quality standards and all policy and procedures are met.
• Assists in the budget and departmental planning sessions driving innovation / improvements across the department
• Ability to manage multiple channels of member contact (Inbound and Outbound) - phone, chat, email, mail, applications, etc.
• Performs audits to ensure we meet the high compliance requirements both externally (regulations) and internally (procedures).
• Holds approval authority in making business decisions related to call center agents supervised.
• Performs other duties as assigned.

KNOWLEDGE, SKILLS, and ABILITIES

The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience

Three years of similar or related experience

Education

Two-year college degree or completion of a specialized course of study at a business or trade school or equivalent

~

Computer/Office Equipment Skills

Basic computer operating skills. Advanced skills in Microsoft Office (Outlook, Word, Excel) Must have a good knowledge and confidence in working with Symitar. Type a minimum of 35 words per minute. 10-Key experience.

Managerial Responsibility

Has managerial responsibilities that are assigned and over seen by area manager. Managerial responsibilities are direct or through work/team leaders or assistants. Estimates personnel needs and assigns work to meet these needs. Supervises, coordinates, coaches and reviews the work of assigned staff. Recommends candidates for employment, conducts performance evaluations and salary reviews for assigned staff, and applies company policy/disciplinary action.

Other Skills and Abilities

Abilities usually acquired in three years Call Center Supervisory experience. Must have a thorough knowledge and understanding of credit union policies and procedures in loan origination and new accounts functions. Must have the ability to coach and direct the work of others to give quality service. Must have a basic knowledge of the use and function of Automated Call Distributing systems and other telecommunications equipment. Must have the ability to supervise and lead others to give quality service. Must have the ability to sell financial services and train and coach others in referring the products and services of the credit union. Must have the ability to work in a team environment and promote teamwork among staff.

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently

Vision Requirements

Close vision (clear vision at 20 inches or less)

Distance Vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 10 pounds consistently and up to 25 pounds occasionally

Environmental

There are no unusually environmental factors

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***

To be effective, an individual must be able to perform each job duty successfully.

Member Focus

• Provides exceptional member service to credit union membership by assessing member needs and advising them to improve their financial situation. Which includes opening new accounts, servicing existing accounts, and explaining our products and services that best suit our members’ needs and accomplish the credit union objectives.
• Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach.
• Consistent focus on increasing member satisfaction, building the membership base and account retention.
• Expected to meet sales and service goals.
• Uses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and services.
• Resolves problems by clarifying member complaints, determining the cause of the problem, providing the best solution to resolve the problem, expediting correction or adjustment, and following up to ensure resolution.
• Follows up with member interactions with thank you notes and phone calls using the MACU New Member Onboarding approach.

Loan Servicing

• Originates loans by accepting, reviewing, and approving loan applications.
• Interviews loan applicants, reviewing credit report and cross-sells loans.
• Prepares loan documentation, initiates credit reports and conducts closings for home equity, personal, and auto loans
• Complies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her position
• Loan Underwriters, Title Specialist

Other Responsibilities

• Acts as a liaison to Business Services
• Reaches out to the community through outbound phone calls and by attending SEG events
• Performs Teller duties as needed
• Represents the credit union in a professional manner, both in dress and in actions
• Keeps work area neat and clean
• Responds to email/voicemail/missed calls/other communication in a timely manner
• Actively participates and completes product knowledge courses
• Complies with all regulations as required by law
• May require travel to other branches
• Performs other duties as assigned

KNOWLEDGE, SKILLS, and ABILITIES
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience

• At least 1+ year of retail banking or related sales and customer service experience.
• Ability to satisfy immediate and unexpected needs, by recommending credit union products and services with knowledge and confidence.
• Ability to multi-task and maintain composure while handling all member activities and requests.
• Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service.
• Ability to perform mathematical calculations.
• Ability to communicate effectively using written and verbal communication.

Education
High school diploma or equivalent

Licenses, Certificates, Registrations, Trainings

• Requires valid driver’s license for travel.

Training to be completed:

• Mountain America Accounts and Lending
• Required regulatory and compliance trainings.
• Notary Public
• NMLS Certification
• Must be able to qualify annually as a Mortgage Loan Originator under S.A.F.E Act Registration

Computer/Office Equipment Skills

• Basic computer operating skills
• Beginner to intermediate skills in Microsoft Office (Outlook, Word, Excel)
• Type a minimum of 35 words per minute preferred
• Symitar experience preferred

Managerial Responsibility

No supervisory/managerial responsibilities

Other Skills and Abilities

• Thorough knowledge of credit union policies, procedures and regulations
• Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service
• Ability to perform mathematical calculations
• Ability to communicate effectively using written and verbal communication

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

• Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently
• Ability to stand, walk, kneel and crouch occasionally

Vision Requirements

• Close vision (clear vision at 20 inches or less)
• Distance Vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally

Environmental

There are no unusually environmental factors

Noise Environment

Moderate noise (business office with computers and printers)

#INDMS

#LI-CC1

To be effective, an individual must be able to perform each job duty successfully.

Member Focus

• Provides exceptional member service to credit union membership by assessing member needs and advising them to improve their financial situation. Which includes opening new accounts, servicing existing accounts, and explaining our products and services that best suit our members’ needs and accomplish the credit union objectives.
• Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach.
• Consistent focus on increasing member satisfaction, building the membership base and account retention.
• Expected to meet sales and service goals.
• Uses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and services.
• Resolves problems by clarifying member complaints, determining the cause of the problem, providing the best solution to resolve the problem, expediting correction or adjustment, and following up to ensure resolution.
• Follows up with member interactions with thank you notes and phone calls using the MACU New Member Onboarding approach.

Loan Servicing

• Originates loans by accepting, reviewing, and approving loan applications.
• Interviews loan applicants, reviewing credit report and cross-sells loans.
• Prepares loan documentation, initiates credit reports and conducts closings for home equity, personal, and auto loans
• Complies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her position
• Loan Underwriters, Title Specialist

Other Responsibilities

• Acts as a liaison to Business Services
• Reaches out to the community through outbound phone calls and by attending SEG events
• Performs Teller duties as needed
• Represents the credit union in a professional manner, both in dress and in actions
• Keeps work area neat and clean
• Responds to email/voicemail/missed calls/other communication in a timely manner
• Actively participates and completes product knowledge courses
• Complies with all regulations as required by law
• May require travel to other branches
• Performs other duties as assigned

KNOWLEDGE, SKILLS, and ABILITIES
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience

• At least 1+ year of retail banking or related sales and customer service experience.
• Ability to satisfy immediate and unexpected needs, by recommending credit union products and services with knowledge and confidence.
• Ability to multi-task and maintain composure while handling all member activities and requests.
• Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service.
• Ability to perform mathematical calculations.
• Ability to communicate effectively using written and verbal communication.

Education
High school diploma or equivalent

Licenses, Certificates, Registrations, Trainings

• Requires valid driver’s license for travel.

Training to be completed:

• Mountain America Accounts and Lending
• Required regulatory and compliance trainings.
• Notary Public
• NMLS Certification
• Must be able to qualify annually as a Mortgage Loan Originator under S.A.F.E Act Registration

Computer/Office Equipment Skills

• Basic computer operating skills
• Beginner to intermediate skills in Microsoft Office (Outlook, Word, Excel)
• Type a minimum of 35 words per minute preferred
• Symitar experience preferred

Managerial Responsibility

No supervisory/managerial responsibilities

Other Skills and Abilities

• Thorough knowledge of credit union policies, procedures and regulations
• Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service
• Ability to perform mathematical calculations
• Ability to communicate effectively using written and verbal communication

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

• Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently
• Ability to stand, walk, kneel and crouch occasionally

Vision Requirements

• Close vision (clear vision at 20 inches or less)
• Distance Vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally

Environmental

There are no unusually environmental factors

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

#INDMS

#LI-CC1

Full Time

SCHEDULE

Off-site Las Vegas

Off-site St.George

To be effective, an individual must be able to perform each job duty successfully.

• Solicits and develops new business, takes applications and processes preliminary documentation for loan requests. Explains loan products and related credit criteria in such a manner as to elicit positive responses from members. Makes retention and development calls on existing and potential new members for both loans and deposits.
• Expected to generate loan originations consistent with an entry-level threshold of the MACU SBA team and comparative mid-market levels.
• Evaluates credit data, cash flow, financial statements and collateral to determine the credit worthiness of applicants. Educates members regarding credit union products and services and how they can better serve their individual financial needs. Communicates clear reasons for denial in a timely manner to applicants when their loan request has been denied.
• Presents and helps prepare credit proposals including recommendations for pricing, terms and structure to approving authority(ies).
• Understands personal and business financial statement analysis (income statement and balance sheet), cash flow, and business/personal tax returns.
• Understands real estate transactions, construction loans, 1031 exchanges, MAI appraisals, title insurance, regulatory requirements, etc.
• Works alongside lending support teams to maintain a high quality of work and efficiency in operations to ensure approved loans are originated.
• Ensures that members’ requests and questions are promptly resolved. Makes member satisfaction a priority.
• Conducts property inspections as necessary.
• May assist with the collection of delinquent accounts.
• Completes required pipeline, incentive and related reports and records accurately and promptly.
• Attends and participates in sales and loan committee meetings as required.
• Attends assigned training sessions and stays current on new procedures and policies.
• Establishes and maintains effective and professional business relations with members, third parties and other trade professionals.
• Develops sales abilities to find SBA real estate sales opportunities for the Credit Union.
• Performs other duties as assigned.

KNOWLEDGE, SKILLS, and ABILITIES

The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience

2 years of commercial lending/sales or related sales experience. Knowledge of commercial products and services.

Education

Bachelor’s degree in business, finance or related field from an accredited university or 2 years in a progressive lending position

Licenses, Certifications, Registrations

Must qualify for access to SBA systems and not be listed on any SAM search or SBA debarment lists.

Managerial Responsibility

None

Computer/Office Equipment Skills

• Advanced skills with Microsoft Office Suite including Outlook, Word and Excel
• Demonstrated experience with loan origination system preferred

Language Skills

• Demonstrated ability to clearly express ideas, methodology, results and recommendations verbally, in writing and through insightful reports and graphic illustrations
• Demonstrated ability to document outcomes and present information in a manner appropriate for key stakeholders and all levels of the organization.

Other Skills and Abilities

• Ability and desire to make solicitation calls in person and on the phone. Ability to analyze financial statements and determine cash flow, liquidity, debt-to-worth, trends, etc. Must be self-motivated, self-managed, have strong organizational skills, pay close attention to detail, and follow through appropriately with multiple projects and deadlines.
• Has an understanding of NCUA and credit union guidelines for commercial loans.
• Has a general understanding of SBA eligibility per the SBA’s Standard Operating Procedures.
• Loan officer knowledge would include understanding and gathering of: all tax returns, interim financials, personal financials, and information on collateral. Loan closing understanding would include all RE filings, lien position and collateral issues.
• Able to minimize Credit Union risk, maximize borrowing potential and maintain the professional reputation of MACU.
• Good presentation skills to Credit Committee a must. Underwriting skills would include ability to write an analysis on repayment ability and cash flow, trends, liquidity, leverage, collateral, management and credit.
• Ability to work both autonomously and collaboratively in a fast-paced environment.
• Adaptive to change, responds positively to altered circumstances or conditions.
• Take initiative to be a problem solver and provide suggestions to improve processes and efficiencies.

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

Ability to sit, talk and hear consistently

Ability to stand, walk, and use hands to handle or reach occasionally

Vision Requirements

Close vision (clear vision at 20 inches or less)

Distance vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 10 pounds occasionally

Environmental

There are no unusual environmental factors (such as a typical office)

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***

#LI-FW1

To be effective, an individual must be able to perform each job duty successfully.

• Ensures the needs of the membership and the credit union are met through professional, legal, and effective collection procedures.
• Adheres to MACUWay behaviors, values, and philosophy while fulfilling responsibilities as a team member of the Servicing Operations department and the Credit Union.
• Exemplifies role as a team member to promote and maintain effective partnerships with team and membership. Adhere to quality expectations, ensuring compliance with regulatory guidelines (NCUA, FDCPA, CFPB, etc.) while serving the needs of our membership.
• Maintain working partnerships with various MACU teams, including Loan Servicing, Deposit Ops, Fraud, etc. to better serve the needs of the membership and organization.
• Collect on all past due loans within the MACU lending portfolio including secured and unsecured loans, negative shares, resolve problems with member loans and accurately document all collection information to minimize credit union losses.
• Collect on mortgages including negotiating reinstatements, repayment plans, discuss loan modifications & workout loan eligibility, while maintaining compliance with regulatory and credit union policy.
• Consult members and co-signors via telephone and written communication regarding delinquency, and record any contact made.
• Answers incoming calls from members, branches, and service center.
• Keys file maintenance on accounts, collect, and transfers payments on delinquent accounts.
• Basic understanding of repossession procedures, ability to explain process to members to resolve delinquency.
• Validating results of skip trace information.
• Overcoming member objections, de-escalation of member concerns, ability to review and explain MACU policy pertaining to individual circumstances.
• Performs other duties as assigned.

KNOWLEDGE, SKILLS, and ABILITIES

The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience

One year collection, loss mitigation, loan servicing or customer service experience.

Education

High school diploma or equivalent

Licenses, Certifications, Registrations

n/a

Managerial Responsibility

Has no supervisory/managerial responsibilities

Computer/Office Equipment Skills

Intermediate skills in Microsoft Office (Outlook, Word, PowerPoint and Excel)

Language Skills

Must have the ability to read, understand and carry out instructions in written and oral form.

Other Skills and Abilities

Exceptional negotiation skills.

Outstanding telephone and written communication skills.

Ability to maintain professional conduct when interacting with members.

Familiarity with lending-related terminology and processes.

Excellent reasoning and research skills.

Ability to safeguard confidential member and company information.

A solid work ethic, high integrity, a positive attitude, and strong attention to detail.

Ability to follow instructions but work with minimal direct supervision.

Ability to perform mathematical calculations.

Ability to communicate effectively.

Must be detailed oriented, self-motivated, have excellent follow through and the ability to multi-task.

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

Ability to sit, talk and hear consistently

Ability to stand, walk, and use hands to handle or reach occasionally

Vision Requirements

Close vision (clear vision at 20 inches or less)

Distance vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 10 pounds occasionally

Environmental

There are no unusual environmental factors (such as a typical office)

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

To be effective, an individual must be able to perform each job duty successfully.

Member Focus

• Provides exceptional member service to credit union membership by assessing member needs, advising to meet their needs, and assisting in those transactions, which could include opening new accounts, servicing existing accounts, and explaining our products and services that best suit our member’s needs and accomplish the credit union objectives.
• Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach
• Consistent focus on increasing member satisfaction and account retention
• Expected to meet sales and service goals
• Uses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and services
• Resolves problems by clarifying member complaints, determining the cause of the problem, providing the best solution to resolve the problem, expediting correction or adjustment, and following up to ensure resolution.
• Follows up with member interactions with thank you notes and phone calls using the MACU New Member Onboarding approach

Branch Operations

• Maintains cash drawer
• Initiates wire transfers, cashiers checks, and cash advances
• Creates VISA cards
• Opens and processes IRA transactions, certificates of deposit, and redeem savings bonds
• Uses judgement to place appropriate check holds and issue fee reversals
• Assist fraud victims by processing fraud disputes
• Accurately and efficiently processes transactions in accordance with established policies and procedures
• Assists in the opening and closing procedures of the branch
• Responsible for Branch Security which includes vault combinations, security codes, and member information.

Other Responsibilities

• Represents the credit union in a professional manner, both in dress and in actions
• Keeps work area neat and clean
• Responds to email/voicemail/missed calls/other communication in a timely manner
• Actively participates and completes product knowledge courses
• Travel may be required
• Complies with all regulations as required by law
• Performs other duties as assigned

KNOWLEDGE, SKILLS, and ABILITIES
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience
At least six months of customer service experience.

Industry experience preferred.

Education
High school diploma or equivalent

Licenses, Certificates, Registrations, Trainings

• A valid driver’s license is required

To be completed during the first 90 days:

• MSR onboarding through the following:
  • Branch Foundations
  • Teller Branch Checklist
  • Products & Services
  • Teller Follow-up Training

Computer/Office Equipment Skills

• Proficient computer operating skills
• Understanding of Microsoft Office Suite (Outlook, Word, Excel)

Managerial Responsibility

No supervisory/managerial responsibilities

Other Skills and Abilities

• Thorough knowledge of credit union policies, procedures and regulations
• Ability to identify lending opportunities and make recommendations.
• Ability to cross-sell financial services of the credit union to create exceptional member service
• Ability to perform financial calculations
• Ability to communicate effectively and persuasively using written and verbal communication

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

• Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently
• Ability to stand, walk, kneel and crouch occasionally

Vision Requirements

• Close vision (clear vision at 20 inches or less)
• Distance Vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally

Environmental

There are no unusually environmental factors

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

#INDMS

#LI-CC1

To be effective, an individual must be able to perform each job duty successfully.

Member Focus

• Provides exceptional member service to credit union membership by assessing member needs, advising to meet their needs, and assisting in those transactions, which could include opening new accounts, servicing existing accounts, and explaining our products and services that best suit our member’s needs and accomplish the credit union objectives.
• Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach
• Consistent focus on increasing member satisfaction and account retention
• Expected to meet sales and service goals
• Uses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and services
• Resolves problems by clarifying member complaints, determining the cause of the problem, providing the best solution to resolve the problem, expediting correction or adjustment, and following up to ensure resolution.
• Follows up with member interactions with thank you notes and phone calls using the MACU New Member Onboarding approach

Branch Operations

• Maintains cash drawer
• Initiates wire transfers, cashiers checks, and cash advances
• Creates VISA cards
• Opens and processes IRA transactions, certificates of deposit, and redeem savings bonds
• Uses judgement to place appropriate check holds and issue fee reversals
• Assist fraud victims by processing fraud disputes
• Accurately and efficiently processes transactions in accordance with established policies and procedures
• Assists in the opening and closing procedures of the branch
• Responsible for Branch Security which includes vault combinations, security codes, and member information.

Other Responsibilities

• Represents the credit union in a professional manner, both in dress and in actions
• Keeps work area neat and clean
• Responds to email/voicemail/missed calls/other communication in a timely manner
• Actively participates and completes product knowledge courses
• Travel may be required
• Complies with all regulations as required by law
• Performs other duties as assigned

KNOWLEDGE, SKILLS, and ABILITIES
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience
At least six months of customer service experience.

Industry experience preferred.

Education
High school diploma or equivalent

Licenses, Certificates, Registrations, Trainings

• A valid driver’s license is required

To be completed during the first 90 days:

• MSR onboarding through the following:
  • Branch Foundations
  • Teller Branch Checklist
  • Products & Services
  • Teller Follow-up Training

Computer/Office Equipment Skills

• Proficient computer operating skills
• Understanding of Microsoft Office Suite (Outlook, Word, Excel)

Managerial Responsibility

No supervisory/managerial responsibilities

Other Skills and Abilities

• Thorough knowledge of credit union policies, procedures and regulations
• Ability to identify lending opportunities and make recommendations.
• Ability to cross-sell financial services of the credit union to create exceptional member service
• Ability to perform financial calculations
• Ability to communicate effectively and persuasively using written and verbal communication

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

• Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently
• Ability to stand, walk, kneel and crouch occasionally

Vision Requirements

• Close vision (clear vision at 20 inches or less)
• Distance Vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally

Environmental

There are no unusually environmental factors

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

Mountain America Center - Hybrid:

9800 S Monroe St
Sandy, UT 84070

SCHEDULE

*This is a Hybrid Schedule- this team is in office 3 days a week (Tuesday, Wednesday, and Thursday) with 2 days remote (Monday and Friday)

Managerial Responsibility

None

Computer/Office Equipment Skills

• Advanced level skill for Microsoft Office (Outlook, Word, PowerPoint, Excel), especially Excel.
• Knowledge of computer assisted audit techniques preferred.
• Experience with data analysis software, such as ACL, IDEA, and/or Picalo, preferred.

Language Skills

• Demonstrated ability to clearly communicate verbally and in writing.
• Demonstrated ability to read and follow instructions.

Other Skills and Abilities

• Ability to perform ad hoc data analysis in conjunction with audits, as necessary.
• Understanding of financial institution operations and transactions.
• Ability to communicate effectively and courteously.
• Ability to understand regulations.
• Understanding of the credit union data system and ability to use a computer, and software applications.
• Ability to recognize and analyze problems, improprieties, and opportunities for improvement.

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

Ability to sit, talk and hear consistently

Ability to stand, walk, and use hands to handle or reach occasionally

Vision Requirements

Close vision (clear vision at 20 inches or less)

Distance vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 25 pounds occasionally may need to lift up to 50 pounds.

Environmental

There are no unusual environmental factors (such as a typical office)

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***

To be effective, an individual must be able to perform each job duty successfully.

Member Focus

• Provides exceptional member service to credit union membership by assessing member needs and advising to improve their financial situation
• Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach
• Consistent focus on increasing member satisfaction, building the membership base and account retention
• Expected to meet performance goals
• Resolves problems by clarifying member complaints, determining the cause of the problem, providing the best solution to resolve the problem, expediting correction or adjustment, and following up to ensure resolution.
• Communicate regularly with new and active loan applicants to ensure they receive exceptional service throughout the loan process.

Loan Processing

• Processes Home Equity Line of Credit applications up to $399,999
• Shows understanding and application of MACU home equity lending processes, procedures, and guidelines, and understanding of appropriate federal and state real estate lending regulations and how they apply to MACU.
• Processes loans by accepting and reviewing loan applications.
• Analyze data to verify borrower information and uncover fraud.
• Interviews loan applicants, reviewing credit report and collateral information.
• Make an initial assessment of the credit worthiness of borrowers through proper review of borrowers’ credit reports/scores.
• Gather and analyze paystubs, personal taxes, verification of income/employment, and assess any concerns with income
• Develop and maintain quality timeframes and management of pipeline to achieve and meet required deadlines
• Identify alerts requiring disclosures, re-disclosures and other necessary attention to loan files and work with loan officer to remedy.
• Assist in completion of Notice of Incomplete Applications, Withdrawals, and Denials within required time frames.
• Review the real estate collateral including its condition, AVM, and loan to value.
• Order AVM and title report upon receipt of all qualifying documentation and Intent to Proceed
• Ensure proper lien position of requested loans through analysis of collateral title reports and clearing of collateral liens that could increase the risk of the loan.
• Remove unnecessary documents/buckets from eFolder in Encompass to eliminate duplication and determine what missing documentation is outstanding; verify accuracy of received date for documents and correct if needed
• Demonstrate understanding of what is required for alerts, warnings and Mavent fails
• Confirms each loan file is complete with all required loan documentation and prepared for further analysis and underwriting.
• Confirm loan file has all required documentation and submit to underwriting
• Review and analyze borrower trust documents to ensure they meet MACU trust lending guidelines with special attention to the legal ability of the trust to borrow and the proper trust ownership of collateral property for deed of trust recording.
• Works with borrower’s insurance companies to ensure the proper homeowners and flood insurances are accurate and in place, and that MACU is listed as lien holder.
• Verifies borrower’s employment status in accordance with MACU guidelines and, when necessary, CFPB “Ability to Repay” regulations.
• Works with borrowers’ other financial institutions to obtain accurate and timely pay-off information for loans that will be paid-off with the proceeds of the home equity loan.
• Maintains confidentiality of credit union and member information.
• Be detail oriented and ensure the processing quality of home equity loans by achieving documentation accuracy, goals and standards.
• Maintain quality turn times and self-management of workload/pipeline to hit strict deadlines and production standards.
• Participate in ongoing training of home equity products.
• Builds and maintains a cooperative working relationship with other home equity lending team members as well as vendors and branch/member service personnel.
• Performs other duties as assigned.

Other Responsibilities

• Works with Member Service Team to ensure home equity loan applications are complete and accurate.
• Represents the credit union in a professional manner
• Responds to email/voicemail/missed calls/other communication in a timely manner
• Actively participates and completes product knowledge courses
• Complies with all regulations as required by law
• Performs other duties as assigned
• Trains, coaches and mentors other Financial Service Representatives

KNOWLEDGE, SKILLS, and ABILITIES

The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience

• One year of experience in a finance or sales related field. Work in the mortgage industry preferred.
• Ability to satisfy immediate and unexpected needs, by recommending credit union products and services with knowledge and confidence.
• Ability to multi-task and maintain composure while handling all member activities and requests.
• Ability to perform mathematical calculations.
• Ability to communicate effectively using written and verbal communication

Education

High school diploma or equivalent

Licenses, Certifications, Registrations

Must be able to qualify for a NMLS number under S.A.F.E Act after hire into position.

Managerial Responsibility

Has no supervisory/managerial responsibilities.

Computer/Office Equipment Skills (here are some examples)

Intermediate skills in the following: Microsoft Office products including; Word, Excel and Outlook

Language Skills (here are some examples)

• Demonstrated ability to clearly express ideas, methodology, results and recommendations verbally, in writing and through insightful reports and graphic illustrations
• Demonstrated ability to document outcomes and present information in a manner appropriate for members.

Other Skills and Abilities

• Ability to work both autonomously and collaboratively in a fast-paced environment.
• Self-starter with strong organizing and time management skills and the ability to work productively and efficiently in a fast-paced environment with a large loan pipeline
• Adaptive to change, responds positively to altered circumstances or conditions
• Possess a desire and willingness to learn and continually update knowledge base on financial concepts, strategies, systems etc.

PHYSICAL ABILITIES / WORKING

Physical Demands

Ability to sit, talk and hear consistently

Vision Requirements

Close vision (clear vision at 20 inches or less)

Distance vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 20 pounds occasionally

Environmental

There are no unusual environmental factors (such as a typical office)

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

Meridian - 10 Mile Branch

6161 North 10 Mile Road
Meridian, ID 83642

SCHEDULE

Part Time; Flexibility needed Monday – Friday 8:40am – 6:15pm

Rotating Saturdays 8:40am – 2:15pm

At Mountain America, we are committed to taking care of all our employees.

• Starting competitive pay of $17.50 per hour and can increase depending on experience, plus incentives

• Performance reviews with opportunities to increase compensation

• Excellent medical and dental benefits with minimal employee contribution (full time employees)

• Paid time off, volunteer time off, and paid holidays

• Matching 401K

• Tuition assistance

• Professional development

• And more!

To be effective, an individual must be able to perform each job duty successfully.

Member Focus

• Provides exceptional member service to credit union membership by assessing member needs, advising to meet their needs, and assisting in those transactions, which could include opening new accounts, servicing existing accounts, and explaining our products and services that best suit our member’s needs and accomplish the credit union objectives.
• Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach
• Consistent focus on increasing member satisfaction and account retention
• Expected to meet sales and service goals
• Uses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and services
• Resolves problems by clarifying member complaints, determining the cause of the problem, providing the best solution to resolve the problem, expediting correction or adjustment, and following up to ensure resolution.
• Follows up with member interactions with thank you notes and phone calls using the MACU New Member Onboarding approach

Branch Operations

• Maintains cash drawer
• Initiates wire transfers, cashiers checks, and cash advances
• Creates VISA cards
• Opens and processes IRA transactions, certificates of deposit, and redeem savings bonds
• Uses judgement to place appropriate check holds and issue fee reversals
• Assist fraud victims by processing fraud disputes
• Accurately and efficiently processes transactions in accordance with established policies and procedures
• Assists in the opening and closing procedures of the branch
• Responsible for Branch Security which includes vault combinations, security codes, and member information.

Other Responsibilities

• Represents the credit union in a professional manner, both in dress and in actions
• Keeps work area neat and clean
• Responds to email/voicemail/missed calls/other communication in a timely manner
• Actively participates and completes product knowledge courses
• Travel may be required
• Complies with all regulations as required by law
• Performs other duties as assigned

KNOWLEDGE, SKILLS, and ABILITIES
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience
At least six months of customer service experience.

Industry experience preferred.

Education
High school diploma or equivalent

Licenses, Certificates, Registrations, Trainings

• A valid driver’s license is required

To be completed during the first 90 days:

• MSR onboarding through the following:
  • Branch Foundations
  • Teller Branch Checklist
  • Products & Services
  • Teller Follow-up Training

Computer/Office Equipment Skills

• Proficient computer operating skills
• Understanding of Microsoft Office Suite (Outlook, Word, Excel)

Managerial Responsibility

No supervisory/managerial responsibilities

Other Skills and Abilities

• Thorough knowledge of credit union policies, procedures and regulations
• Ability to identify lending opportunities and make recommendations.
• Ability to cross-sell financial services of the credit union to create exceptional member service
• Ability to perform financial calculations
• Ability to communicate effectively and persuasively using written and verbal communication

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

• Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently
• Ability to stand, walk, kneel and crouch occasionally

Vision Requirements

• Close vision (clear vision at 20 inches or less)
• Distance Vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally

Environmental

There are no unusually environmental factors

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

Tanner Building - Hybrid:

7167 S Center Park Drive
West Jordan, UT 84084

SCHEDULE

Full Time

To be effective, an individual must be able to perform each job duty successfully.

• Develop and execute strategic plans for the Mortgage Loan Coordinator team, aligning talent development, automation adoption, and process optimization with organizational goals and industry trends.
• Leverage advanced analytics and AI-powered coaching tools to conduct data-driven one-on-ones and provide personalized, real-time feedback for continual team growth and performance elevation.
• Design, implement, and regularly refine standardized workflows and best practices within the Loan Origination System (LOS), integrating automation and digital solutions to achieve high-quality, scalable execution.
• Anticipate future skills gaps by partnering with Learning & Development and technology teams to deliver targeted, forward-looking education on emerging guidelines, workflow automation, and Encompass enhancements.
• Mentor and empower Loan Coordinators to become experts in mortgage technology, digital workflows, and innovative problem-solving, preparing the team to thrive in a rapidly evolving, tech-enabled environment.
• Foster a culture of strategic accountability, continuous process improvement, and shared ownership of results by embracing agile methodologies and automation-driven performance metrics.
• Oversee daily and predictive pipeline activity within Encompass, utilizing automation and intelligent routing to ensure loans progress efficiently and accurately with minimal manual intervention.
• Monitor production, quality, and service metrics using advanced LOS data analytics and predictive modeling to proactively identify trends, eliminate bottlenecks, and drive strategic improvements.
• Provide escalation support for complex or exception files, leveraging automated tools and AI-driven insights to resolve underwriting challenges and time-sensitive transactions efficiently.
• Ensure robust file management, digital documentation standards, audit readiness, and compliance with evolving industry regulations (TRID, RESPA, HMDA, etc.) through automation and workflow integration.
• Collaborate cross-functionally with Underwriting, Closing, Training, Secondary Market, and Sales to develop and implement digital solutions that enhance mortgage fulfillment outcomes and member experience.
• Champion a member-first experience by deploying proactive, transparent, and automated communications at every stage of the mortgage journey, ensuring timely updates and satisfaction.
• Lead and participate in LOS enhancements, process automation initiatives, and digital transformation projects to continuously drive operational efficiency and future-proof mortgage operations.
• Maintain and expand advanced working knowledge of Conventional, FHA, VA, USDA, Freddie Mac, Fannie Mae, and portfolio guidelines, leveraging digital resources and AI-driven compliance tools to support team performance.
• Translate regulatory and guideline changes into automated, scalable workflows within Encompass, ensuring the team remains audit-ready, operationally disciplined, and strategically aligned with future requirements.

KNOWLEDGE, SKILLS, and ABILITIES

The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential job functions.

Experience

• Five (5) years of progressive experience in a progressive financial and/or lending setting.
  • Mortgage operations, loan coordination, processing, underwriting, or closely related roles preferred.
• Three (3) years leading teams, implementing process improvements, and adapting to evolving industry technology.

Education

• A bachelor’s degree in business, finance, economics, data analytics, or a similar area is preferred. However, candidates without a degree can qualify if they have three additional years of progressive experience in financial or digital workflow management.
• Additional certifications or ongoing education in mortgage technology, compliance, or leadership - preferred.

Managerial Responsibility

Direct managerial responsibility for a team of Mortgage Loan Coordinators, including hiring, performance management, coaching, and professional development. Experience with remote or hybrid team leadership and digital collaboration tools is preferred.

Licenses, Certifications, Registrations

• Must be able to qualify for and maintain NMLS registration under the S.A.F.E. Act, if applicable.
• Additional certifications in mortgage compliance, digital lending platforms, or leadership are advantageous/preferred.

Technology, Systems & Data Utilization

• Demonstrated expertise in Loan Origination Systems (LOS) including pipeline management, reporting, workflow optimization, and maintaining file quality control. An emphasis on Encompass, preferred.
• Proven ability to drive adoption and integration of automation tools, system enhancements, and digital workflow updates to improve operational efficiency and reduce manual processes.
• Advanced skills in leveraging LOS data, dashboards, and reporting to identify pipeline risks, monitor performance metrics, and recommend process improvements in a rapidly evolving technology landscape.
• Strong commitment to data integrity, compliance, and audit readiness, with the ability to reinforce proper system documentation and support regulatory requirements.
• Experience coaching and supporting teams in troubleshooting LOS-related issues, ensuring consistent system usage, and promoting best practices as technology and automation continue to advance.

Language Skills

• Demonstrated ability to clearly express ideas, methodology, results and recommendations verbally, in writing and through insightful reports and graphic illustrations
• Demonstrated ability to document outcomes and present information in a manner appropriate for key stakeholders and all levels of the organization.

Other Skills and Abilities

• Demonstrated leadership and coaching skills, with a proven track record of developing high-performing teams and fostering innovation in a fast-paced, deadline-driven environment.
• Knowledge of mortgage processing workflows, including expertise in Loan Origination Systems (LOS) such as Encompass, and the ability to optimize operational efficiency, consistency, and performance – preferred.
• Strong analytical, organizational, and communication abilities, enabling effective problem-solving, collaboration across teams, and clear presentation of results and recommendations to stakeholders at all levels.
• In-depth understanding of Conventional, FHA, VA, USDA, portfolio, and digital loan programs, as well as expertise in critical areas such as income calculation, AUS findings (DU/LPA), appraisal review, title analysis, and digital document management.
• Ability to interpret and apply investor guidelines, regulatory requirements, and internal policies, including adapting to evolving digital compliance standards and maintaining audit readiness.

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

Ability to sit, talk and hear consistently

Ability to stand, walk, and use hands to handle or reach occasionally

Vision Requirements

Close vision (clear vision at 20 inches or less)

Distance vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift to 10 pounds occasionally

Environmental

There are no unusual environmental factors (such as a typical office)

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

#LI-FW1

#indgen

• Experienced in agile methodologies and actively involved in writing, prioritizing & refining user stories
• Contributes new concepts, methods, technologies, requirements and go to market strategies for new & existing products.
• Works with various teams to create functional specifications, copy and/or mockups, prototypes and training materials that support successful launch of new products and enhancements.
• Possesses and maintains an understanding of the product and features, making collaborative decisions about what we will and will not build into a product throughout its lifecycle.
• Distills product trends from feedback, analytics, and strategic goals
• Owns individual small to medium sized products from idea, development, testing, launch, product maintenance and sunsetting.
• Ensures that product(s) aligns with and meets the business needs, market needs and identified KPI’s.
• Analyzes data, product, user and member behaviors and their trends to identify opportunities for product enhancements
• Scopes, prioritizes and sizes initiatives in a manner that drives incremental value.
• Acts as an advocate for the target users, makes decisions and writes requirements that are in the best interest of the target users.
• Collaboratively curates new ideas and creates an environment for ideas to grow and develop across the organization and incorporates all viable ideas into an active product roadmap.
• Drive and co-ordinate product launches to create required collateral and training
• Collaborates with business stakeholders, end users and vendors on any aspect of product management as needed to ensure successful delivery of product.
• Strong working relationship with key partners & 3rd party organizations including meaningful contribution in vendor contract renewals.
• Presents and receives approval from product leadership and MACU’s Sr. Leadership team for new product/feature ideas, including feasibility and business cases.
• Ensures transparency and communication of upcoming changes to the roadmap across all key stakeholders.
• Assists management in preparing product metrics & performance to be presented to senior leadership.
• Maintains and completes new research to understand competitive and market landscape and how these factors will shape future of products.
• Performs other duties as assigned

KNOWLEDGE, SKILLS, and ABILITIES

The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience

• Software Product Management in B2C Interactive Products (1+years):
  • A minimum of one year of successful product management experience, preferably in business-to-consumer (B2C) interactive products.
  • Direct experience in understanding consumer needs and translating them into successful product features and enhancements.
• Financial Institution Products and FinTech Experience (2+ years):
  • Familiarity with the latest trends and technologies in the financial industry, and how they impact consumer behavior and expectations.
  • A strong understanding of FI products is preferred, indicating an ability to align product development with financial regulations and customer needs in the financial sector.
• Experience with Product Delivery and Management Skills:
  • Understanding and working knowledge of product and life-cycle management disciplines, techniques, practices and methodologies.
  • Demonstrated ability to effectively deliver and manage small to medium products throughout their lifecycle.
  • Experienced in planning, executing, and evaluating product strategies to meet business goals and user satisfaction.
  • Experience in leading cross-functional teams. Experiencing engaging with stakeholders to understand and represent business needs.
  • Proven ability to innovate, improve products, service or process and identifying and solving problems preferably in a financial services environment.

Education

Bachelor’s degree or additional four years of professional experience in a financial service setting

Licenses, Certifications, Registrations

Scrum Product Owner certification preferred

Managerial Responsibility

Has no supervisory responsibilities

Computer/Office Equipment Skills

• Advanced skills with Microsoft Office Suite including Outlook, Word, PowerPoint, and Excel
• Experience with analytical and reporting software preferred
• Demonstrated experience with technology used to support products and services.

Language Skills

• Demonstrated ability to clearly express ideas, methodology, results and recommendations verbally, in writing and through insightful reports and graphic illustrations
• Demonstrated ability to document outcomes and present information in a manner appropriate for key stakeholders and all levels of the organization.

Other Skills and Abilities

• Demonstrated ability to create engaging, sticky, interactive solutions, and launching successful products.
• Knowledgeable of best practices, trends, and innovation in e-commerce and the consumer interactive world.
• Ability to work effectively with a cross functional team.
• Strong communication skills
• Self-starter with strong organizing and time management skills and the ability to work productively and efficiently in a fast-paced environment with multiple projects and timelines.
• Ability to work both autonomously and collaboratively in a fast-paced environment.
• Adaptive to change, responds positively to altered circumstances or conditions
• Possess a desire and willingness to learn and continually update knowledge base on financial concepts, strategies, systems etc.
• Take initiative to be a problem solver and provide suggestions to improve processes and efficiencies.
• Excellent inter-personal skills including the ability to collaborate with ad-hoc teams
• Data analytics and data validation skills and proficiency in business data analysis (MS Excel, etc.)
• Ability to work independently with general direction from company leadership.
• Comfortable working with remote team members across multiple time zones using telecommunications.

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

Ability to sit, talk and hear consistently

Ability to stand, walk, and use hands to handle or reach occasionally

Vision Requirements

Close vision (clear vision at 20 inches or less)

Distance vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 10 pounds occasionally

Environmental

There are no unusual environmental factors (such as a typical office)

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***

#LI-FB1

• Day off during the week when a Saturday is worked
• Flexibility needed 20 – 25 hrs./week based on needs of the branch

At Mountain America, we are committed to taking care of all our employees.

• Starting competitive pay of $17.50 per hour and can increase depending on experience, plus incentives
• Performance reviews with opportunities to increase compensation
• Excellent medical and dental benefits with minimal employee contribution (full time employees)
• Paid time off, volunteer time off, and paid holidays
• Matching 401K
• Tuition assistance
• Professional development
• And more!

To be effective, an individual must be able to perform each job duty successfully.

Member Focus

• Provides exceptional member service to credit union membership by assessing member needs, advising to meet their needs, and assisting in those transactions, which could include opening new accounts, servicing existing accounts, and explaining our products and services that best suit our member’s needs and accomplish the credit union objectives.
• Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach
• Consistent focus on increasing member satisfaction and account retention
• Expected to meet sales and service goals
• Uses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and services
• Resolves problems by clarifying member complaints, determining the cause of the problem, providing the best solution to resolve the problem, expediting correction or adjustment, and following up to ensure resolution.
• Follows up with member interactions with thank you notes and phone calls using the MACU New Member Onboarding approach

Branch Operations

• Maintains cash drawer
• Initiates wire transfers, cashiers checks, and cash advances
• Creates VISA cards
• Opens and processes IRA transactions, certificates of deposit, and redeem savings bonds
• Uses judgement to place appropriate check holds and issue fee reversals
• Assist fraud victims by processing fraud disputes
• Accurately and efficiently processes transactions in accordance with established policies and procedures
• Assists in the opening and closing procedures of the branch
• Responsible for Branch Security which includes vault combinations, security codes, and member information.

Other Responsibilities

• Bilingual English/Spanish preferred but not required
• Represents the credit union in a professional manner, both in dress and in actions
• Keeps work area neat and clean
• Responds to email/voicemail/missed calls/other communication in a timely manner
• Actively participates and completes product knowledge courses
• Travel may be required
• Complies with all regulations as required by law
• Performs other duties as assigned

KNOWLEDGE, SKILLS, and ABILITIES
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience
At least six months of customer service experience.

Industry experience preferred.

Education
High school diploma or equivalent

Licenses, Certificates, Registrations, Trainings

• A valid driver’s license is required

To be completed during the first 90 days:

• MSR onboarding through the following:
  • Branch Foundations
  • Teller Branch Checklist
  • Products & Services
  • Teller Follow-up Training

Computer/Office Equipment Skills

• Proficient computer operating skills
• Understanding of Microsoft Office Suite (Outlook, Word, Excel)

Managerial Responsibility

No supervisory/managerial responsibilities

Other Skills and Abilities

• Thorough knowledge of credit union policies, procedures and regulations
• Ability to identify lending opportunities and make recommendations.
• Ability to cross-sell financial services of the credit union to create exceptional member service
• Ability to perform financial calculations
• Ability to communicate effectively and persuasively using written and verbal communication

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

• Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently
• Ability to stand, walk, kneel and crouch occasionally

Vision Requirements

• Close vision (clear vision at 20 inches or less)
• Distance Vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally

Environmental

There are no unusually environmental factors

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

Mountain America Center - Hybrid

9800 S Monroe St
Sandy, UT 84070

SCHEDULE

Full Time; this is a hybrid schedule with some weekly in office expectation, based on business need.

*This role may be offered as an Issue Management Analyst or a Senior Issue Management Analyst, depending on chosen candidate's demonstrated experience and skills.

To be effective, an individual must be able to perform each job duty successfully.

Issue Lifecycle Oversight and Support

· Provides second line oversight of Issue identification, documentation quality, remediation tracking, and supports root‑cause analysis; evaluates unique circumstances and recommends actions within established guidelines.

· Monitors Issue progress, identifies risks or barriers to timely remediation, and escalates concerns to completion in accordance with defined criteria, exercising independent judgment within generally defined procedures.

· Partners with relevant stakeholders to promote consistent lifecycle execution and cross‑program alignment (e.g., RCSA, control testing, and Operational Losses).

· Contributes to Issue risk‑rating activities by assessing completeness, consistency, and rationale against standards; seeks advice on complex matters.

Data Quality, Reporting & Governance

· Maintains Issue data quality in Archer; prepares routine and ad hoc status, trend, and health reporting with insights to inform decision-making.

· Supports governance routines (materials, documentation, follow-ups, and stakeholder coordination) with limited guidance from program leadership.

· Drafts and updates Issue Management standards, procedures, and user guidance under the direction of program leadership, contributing to enhancements that improve data integrity and execution consistency.

Program Enablement and Continuous Improvement

· Provides advisory support to business users on Archer workflows and lifecycle expectations; may support small, well‑defined improvements in partnership with program leadership.

· Identifies process and control alignment opportunities across Issue Management and related programs (e.g., Operational Losses) and recommends changes for leadership review.

KNOWLEDGE, SKILLS, and ABILITIES

The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience

· Typically requires a minimum of 4 years of related experience in Risk, Compliance, or Internal Audit, including independent Issue Management support, or

· Bachelor’s degree in business administration, finance, risk management, or equivalent experience.

· Archer experience preferred

Licenses, Certifications, Registrations

· Relevant professional certifications (e.g., CRCM, CIA) preferred but not required.

Knowledge & Skills

· Thorough knowledge and application of Issue Management methods and procedures; advanced knowledge of enterprise risk and compliance practices relevant to the role.

· Intermediate–advanced proficiency with Word, Excel, and PowerPoint

· Strong problem‑solving and data analysis skills; ability to translate trends into actionable insights within established guidelines

· Effective verbal/written communication with stakeholders at multiple levels.

Leadership and Organization Development

· Collaborate with peers to deliver results and build team capability; may guide new users on Issue Management procedures and Archer workflows.

Scope and Strategic Impact

· Begins to apply knowledge to implement program components; supports delivery of program requirements with limited guidance.

· Analyzes data to summarize findings and inform Issue prioritization and remediation tracking.

· Applies subject-matter knowledge to solve common business issues within established guidelines; evaluates unique circumstances and assists in recommendations

Analytical Thinking & Problem Solving

· Works on problems of diverse complexity and scope; exercises independent judgment within generally defined procedures and practices to identify solutions; seeks advice for complex decisions.

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

Ability to sit, talk and hear consistently

Ability to stand, walk, and use hands to handle or reach occasionally

Vision Requirements

Close vision (clear vision at 20 inches or less)

Distance vision (clear vision at 20 feet or more)

Color vision (ability to identify and distinguish colors)

Weight Lifted or Force Exerted

Ability to lift to 10 pounds occasionally

Environmental

There are no unusual environmental factors (such as a typical office)

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***

Mountain America Center

9800 S Monroe St
Sandy, UT 84070

SCHEDULE

This is a hybrid role with both in office and remote work, depending on business need.

To be effective, an individual must be able to perform each job duty successfully.

• Provides leadership and development of direct reports to ensure the highest level of performance and competence of Fraud Intake and Alerting Operations Team; builds a high performing team with succession plans, cross-training, stretch goals and objectives for each team member.
• Working with VP of Fraud Management, define the strategic plan for the development and maintenance of MACU’s fraud intake and Alerting Operations Team platforms, policies, procedures, and standards. Responsible for implementation, execution, and outcomes. Ensures the strategy emphasizes operational excellence and providing exceptional member experience.
• Partnering with the leadership of the Fraud team to implement and maintain advanced fraud detection systems to ensure they are continuously updated to counter new threats.
• Establish KPI and SLA standards and ensures the team consistently meets or exceeds standards. Responsible for providing regular reporting to fraud and senior leadership.
• Leads and directs the management of vendor relationships and systems utilized by the Intake and Alerting Operations Team
• Define, execute, and supervise team projects, establish project plans, timelines, communicate progress, and ensure on-time delivery. Develop and maintain a culture of ownership, accountability, speed and focus. Take responsibility for the overall results of the Fraud Intake and Alerting Operations Team
• Responsible for call tree solutions and effectiveness and all Fraud team Knowledge Center content.
• Provide direction and support to Analysts who review fraud alerts, manage escalation processes, and ensure the timely resolution of confirmed fraud events. Collaborate with the data and analytics team to develop actionable insights and strategies to around patterns and trends in fraudulent activities.
• Oversee the investigation and remediation of fraud incidents, ensuring timely escalation and reporting to senior management and regulators
• Mentor and develop staff members on the latest fraud detection techniques and ensure the team is equipped to handle member cases.
• Regularly collaborate with other Fraud teams and business units to identify and mitigate emerging fraud threats.
• Leads development of training used by the Fraud team and other business units to help reduce fraud risk, increase efficiency, and improve member experience in matters related to fraud, as appropriate.
• Critical leader in collaborative partnership between Fraud and Member Services focused on reporting fraud metrics to the branches and service center that will enhance the prevention of fraud and protect members.
• Continuously monitor and comply with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS), SBA regulations, Regulation E, Regulation Z, and other regulations as required by law as they relate to this role. Actively participate in routine audit processes associated with these regulations.
• Keep current on fraud trends and potential threats.
• Other duties as assigned.

Knowledge, Skills and Abilities

• Education

Bachelor’s degree in business, finance or related field. OR 4 years additional combined progressive experience in a financial setting. Education must be from an accredited institution.Education and work experience will be verified. Master’s degree preferred.

• Experience
  • 9+ years in banking/financial services. Working in fraud detection and prevention preferred.
  • 5+ years leadership experience, managing multiple teams and levels of leadership with an ability to lead and mentor staff effectively.

• Licenses, Certifications, Registrations
  • Certified Financial Crime Investigator or other related certification preferred

• Managerial Responsibility
  • Has supervisory/managerial responsibilities that are direct or through work leaders or assistants, typically with a subordinate group of 2 to 15 employees. Estimates personnel needs and assigns work to meet these needs. Supervises, coordinates and reviews the work of assigned staff. Recommends candidates for employment, conducts performance evaluations and salary reviews for assigned staff, and applies company policy.

• Computer/Office Equipment Skills
  • Advanced skills with Microsoft Office Suite including Outlook, Word, PowerPoint, and Excel.
  • Experience and knowledge of CRM and/or other customer management software.
  • Experience with Symitar preferred.

• Language Skills
  • Demonstrated ability to clearly express ideas, methodology, results and recommendations verbally, in writing and through insightful reports and graphic illustrations
  • Demonstrated ability to document outcomes and present information in a manner appropriate for key stakeholders and all levels of the organization.

• Other Skills and Abilities
  • Demonstrated advanced understanding of customer experience standards and metrics
  • Strong understanding of fraud detection processes, policies, and tools, as well as relevant regulations and industry best practices
  • Demonstrated experience working with regulatory bodies that oversee fraud prevention and compliance.
  • Experience working with e-commerce, online retail or payment processing or working with companies where digital fraud is prevalent is preferred.
  • Excellent leadership and demonstrated ability to recruit, engage and coach employee performance.
  • Experience in all applicable deposit related compliance regulations and applicable laws.
  • Ability to work both autonomously and collaboratively in a fast-paced environment.
  • Self-starter with strong organizational and time management skills and the ability to work productively and efficiently in a fast-paced environment with multiple projects and timelines
  • Adaptive to change, responds positively to altered circumstances or conditions
  • Demonstrated ability evaluating processes and identifying opportunities to improve experience and efficiency.
  • Strong analytical and problem-solving skills to identify and resolve complex fraud-related issues.

To be effective, an individual must be able to perform each job duty successfully.

Member Focus

• Provides exceptional member service to credit union membership by assessing member needs, advising to meet their needs, and assisting in those transactions, which could include opening new accounts, servicing existing accounts, and explaining our products and services that best suit our member’s needs and accomplish the credit union objectives.
• Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach
• Consistent focus on increasing member satisfaction and account retention
• Expected to meet sales and service goals
• Uses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and services
• Resolves problems by clarifying member complaints, determining the cause of the problem, providing the best solution to resolve the problem, expediting correction or adjustment, and following up to ensure resolution.
• Follows up with member interactions with thank you notes and phone calls using the MACU New Member Onboarding approach

Branch Operations

• Maintains cash drawer
• Initiates wire transfers, cashiers checks, and cash advances
• Creates VISA cards
• Opens and processes IRA transactions, certificates of deposit, and redeem savings bonds
• Uses judgement to place appropriate check holds and issue fee reversals
• Assist fraud victims by processing fraud disputes
• Accurately and efficiently processes transactions in accordance with established policies and procedures
• Assists in the opening and closing procedures of the branch
• Responsible for Branch Security which includes vault combinations, security codes, and member information.

Other Responsibilities

• Represents the credit union in a professional manner, both in dress and in actions
• Keeps work area neat and clean
• Responds to email/voicemail/missed calls/other communication in a timely manner
• Actively participates and completes product knowledge courses
• Travel may be required
• Complies with all regulations as required by law
• Performs other duties as assigned

KNOWLEDGE, SKILLS, and ABILITIES
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience
At least six months of customer service experience.

Industry experience preferred.

Education
High school diploma or equivalent

Licenses, Certificates, Registrations, Trainings

• A valid driver’s license is required

To be completed during the first 90 days:

• MSR onboarding through the following:
  • Branch Foundations
  • Teller Branch Checklist
  • Products & Services
  • Teller Follow-up Training

Computer/Office Equipment Skills

• Proficient computer operating skills
• Understanding of Microsoft Office Suite (Outlook, Word, Excel)

Managerial Responsibility

No supervisory/managerial responsibilities

Other Skills and Abilities

• Thorough knowledge of credit union policies, procedures and regulations
• Ability to identify lending opportunities and make recommendations.
• Ability to cross-sell financial services of the credit union to create exceptional member service
• Ability to perform financial calculations
• Ability to communicate effectively and persuasively using written and verbal communication

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

• Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently
• Ability to stand, walk, kneel and crouch occasionally

Vision Requirements

• Close vision (clear vision at 20 inches or less)
• Distance Vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally

Environmental

There are no unusually environmental factors

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

#LI-CC1

#INDMS

Boise Ustick Road Branch

10440 West Ustick Road

Boise, Idaho 83704

SCHEDULE

Part Time; Monday – Friday Hours will vary between 8:40am – 6:15pm; Saturdays 8:40am – 2:15pm *Day off during the week when a Saturday is worked* *Flexibility needed 20 – 25 hrs./week based on needs of the branch

*You will have a day off during the week when a Saturday is worked*

• Mountain America, we are committed to taking care of all our employees.

• Starting competitive pay of $17.50 per hour and can increase depending on experience, plus incentives

• Performance reviews with opportunities to increase compensation

• Excellent medical and dental benefits with minimal employee contribution (full time employees)

• Paid time off, volunteer time off, and paid holidays

• Matching 401K

• Tuition assistance

• Professional development

• And more!

To be effective, an individual must be able to perform each job duty successfully.

Member Focus

• Provides exceptional member service to credit union membership by assessing member needs, advising to meet their needs, and assisting in those transactions, which could include opening new accounts, servicing existing accounts, and explaining our products and services that best suit our member’s needs and accomplish the credit union objectives.

• Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach

• Consistent focus on increasing member satisfaction and account retention

• Expected to meet sales and service goals

• Uses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and services

• Resolves problems by clarifying member complaints, determining the cause of the problem, providing the best solution to resolve the problem, expediting correction or adjustment, and following up to ensure resolution.

• Follows up with member interactions with thank you notes and phone calls using the MACU New Member Onboarding approach

Branch Operations

• Maintains cash drawer

• Initiates wire transfers, cashiers checks, and cash advances

• Creates VISA cards

• Opens and processes IRA transactions, certificates of deposit, and redeem savings bonds

• Uses judgement to place appropriate check holds and issue fee reversals

• Assist fraud victims by processing fraud disputes

• Accurately and efficiently processes transactions in accordance with established policies and procedures

• Assists in the opening and closing procedures of the branch

• Responsible for Branch Security which includes vault combinations, security codes, and member information.

Other Responsibilities

• Represents the credit union in a professional manner, both in dress and in actions

• Keeps work area neat and clean

• Responds to email/voicemail/missed calls/other communication in a timely manner

• Actively participates and completes product knowledge courses

• Travel may be required

• Complies with all regulations as required by law

• Performs other duties as assigned

KNOWLEDGE, SKILLS, and ABILITIES
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience
At least six months of customer service experience.

Industry experience preferred.

Education
High school diploma or equivalent

Licenses, Certificates, Registrations, Trainings

• A valid driver’s license is required

To be completed during the first 90 days:

• MSR onboarding through the following:

  • Branch Foundations

  • Teller Branch Checklist

  • Products & Services

  • Teller Follow-up Training

Computer/Office Equipment Skills

• Proficient computer operating skills

• Understanding of Microsoft Office Suite (Outlook, Word, Excel)

Managerial Responsibility

No supervisory/managerial responsibilities

Other Skills and Abilities

• Thorough knowledge of credit union policies, procedures and regulations

• Ability to identify lending opportunities and make recommendations.

• Ability to cross-sell financial services of the credit union to create exceptional member service

• Ability to perform financial calculations

• Ability to communicate effectively and persuasively using written and verbal communication

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

• Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently

• Ability to stand, walk, kneel and crouch occasionally

Vision Requirements

• Close vision (clear vision at 20 inches or less)

• Distance Vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally

Environmental

There are no unusually environmental factors

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

#INDMS