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Operations, Commercial Banking
Title Loan Processor
Categories Operations
Salary 31K-50K
Location Dayton, OH
Job Information


Position Title Department Reports to
Loan Processor Operations Vice President

of Operations

Employment Status FLSA Status Effective Date
☐ Temporary ☒ Full-Time ☐ Part-Time ☒Non-Exempt ☐Exempt 09/06/2019


Responsible for providing proper loan disclosures as required by local, state and federal regulations.  This job ensures all loan documentation is complete, accurate, verified and complies with the bank’s credit policy.  They will assist loan officers with expediting the processing and closing of all loans while providing excellent customer service.


  • Review information obtained from loan officers for accuracy, completeness and viability.
  • Communicate with 3rd party referral sources as agreed to with loan officer.
  • Obtain additional documentation needed from all sources.
  • Obtain approval and closing conditions.
  • Ability to make rational risk based decisions with regards to underwriting and processing determinations.
  • Verify appraisal, credit and title have been ordered for all files within pipeline and ensure delivery of required reports.
  • Collect, verify and analyze all documentation required before closing.
  • Must be able to process multiple files within pipeline, all at different stages of the approval process and take responsibility from start to finish of all files in the pipeline.
  • Responsible for completing, maintaining and servicing all loan files.
  • Held to a higher level of accountability and responsibility of industry knowledge.
  • Respond to department specific questions; research and resolve customer issues.
  • Report any required activity under the Bank Secrecy Act and anti-money laundering regulations to keep bank in compliance.
  • Evaluate current procedures, make recommendations and implement for process improvement.
  • Assist in other duties performed in the Operations Department as needed.
  • Other duties as assigned.


  • High School Diploma, or equivalent, required.
  • Associate or Bachelors’ degree preferred, or equivalent banking and/or customer service work and educational experience.


  • Should hold a general understanding of all the areas of the mortgage industry–Must have knowledge of Conventional, Purchase, and Refinance.
  • Strong working understanding of closing and title procedures preferred.
  • Good communication skills with internal staff, Loan Officers, 3rd party referral sources and customers.
  • Good working knowledge of Microsoft Word, Excel, Access and Outlook, with the ability to learn other job-specific applications.
  • Effective oral and written communication skills.
  • Strong organizational skills, attention to details and ability to prioritize tasks and meet deadlines.
  • Accurate data entry of loan transaction into customer database.
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Title Operations/IT Technology Specialist
Categories Operations
Salary 33K-70K
Location Dayton, OH
Job Information


Position Title Department Reports to
Operations and Information Technology Specialist Operations VP of Operations
Employment Status FLSA Status Effective Date
☐ Temporary ☒ Full-Time ☐ Part-Time ☒Non-Exempt ☐Exempt 09/20/2021


Responsible for helping to maintain high levels of efficiency in the operations department.  Working on projects and making suggestions to improve overall efficiency of the bank’s loan, deposit and financial functions.  This job performs cost/reward analysis of proposed changes to determine if it’s appropriate for the bank to implement proposed changes taking into account financial resources as well as risk analysis to present viable options.  They will assist in managing IT implementation and support activity for the bank’s information processing systems, hardware and related equipment and systems.


  • Research and update policies and procedures as required and to ensure adherence to bank policies and regulatory requirements.
  • Assist operations staff in assisting customers and resolving high-level issues.
  • Provide excellent customer service to internal and external customers.
  • Review daily IT security reports for suspicious activity.
  • Review reports and help maintain accurate core database.
  • Review dormant accounts and prepare annual escheat report to the State of Ohio.
  • Prepare and create Crystal Reports as needed for all areas of the bank.
  • Prepare monthly data extractions for Profit Magnifier software.
  • Review updates with core processor and implement changes necessary to make the core system efficient for all staff members.
  • Manage new products and services projects and ensure timely completion and implementation.
  • Assist with IT hardware and software updates, replacement and support as needed.
  • Work with staff to ensure IT needs are met and provide assistance and training as needed.
  • Recommend appropriate deposit and lending products to customers or potential customers as appropriate.
  • Report any required activity under the Bank Secrecy Act and Anti-Money Laundering regulations to keep bank in compliance.
  • Other duties as assigned.


  • Bachelors’ degree in finance, accounting, business or economics, or equivalent work and educational experience.
  • At least 3-5 years banking experience.


  • Intermediate knowledge of Microsoft Word, Excel, Access and Outlook, with the ability to learn other job-specific applications.
  • Ability to think strategically and implement change.
  • Works collaboratively with colleagues to achieve goals.
  • Strong analytical and problem solving skills required.
  • Knowledge of report writing in Crystal Reports or other database management software a plus.
  • Must be comfortable self-teaching new software programs and have the ability to analyze and interpret data.
  • Effective oral and written communication skills.
  • Strong organizational skills, attention to details and ability to prioritize tasks and meet deadlines.


 The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions

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Title Systems Analyst
Categories Operations
Salary 70K-80K
Location Birmingham, MI – Hybrid/Remote
Job Information

Systems Analyst

Full-Time Regular
  • Exceptional healthy body, healthy mind benefit offerings!
  • Paid time to support your community!
  • Unplug & revive with generous time off programs!
  • Competitive rewards for your now, for your future!

This position will have a hybrid option after your first 6 months with the organization.

Position Purpose:

The Systems Analyst plans, designs, develops, and launches efficient information systems in support of core organizational functions. This position will ensure interoperability between core banking products and the overall IT on-premise and cloud infrastructure and is responsible for ensuring that core IT solutions meet the business needs of the credit union. The Systems Analyst will build strong collaborative relationships with business partners across the organization while interfacing with multiple business units and third party vendors. Will assist with content development for both internal and external (Member facing) announcements and education materials for product features and updates.

What You’ll Do In This Role:

  • Meets with decision makers, systems owners, and end users to define business requirements and systems goals, and identify and resolve business systems issues. Interacts between core technology, programming, and IT operations on the analysis and testing of all new system enhancements and productivity tools. Aid in establishing work procedures to meet production timelines.
  • Install, test, and debug new enhancements received from software vendors in accordance with standard operating procedures and practices to ensure proper utilization before implementation of the production system. Coordinates and performs in-depth tests, including end-user reviews, for modified and new systems. Where applicable, designs, develops, and oversees implementation of end-to-end integrated systems.
  • Develops, recommends, and implements new system features, enhancements, and updates for customer service delivery channels. Remains informed of latest technologies offered by vendors in our industry and recommends products and services that could be beneficial to the credit union. Proactively prioritizes, resolves, and documents any system programing changes to meet project and job requests. Participates in the development, testing and implementation of programs using “Symitar”, “PowerOn”, “SYMForm” software. Work with vendors and 3rd party applications to develop processes, deploy changes, and make recommendations.
  • Determine, define, and document/map system specifications as well as process improvements that may include User Stories, Use Cases, Logical Models, Activity, Sequence, State Transition & Process Flow Diagrams, Report Specifications and Data Mapping & Flow Diagrams. Defines how the scope, goals, and deliverables of IT projects should support business goals, in collaboration with senior IT management.
  • Ensures compatibility and interoperability of in-house computing systems.
  • Supports Symitar patch updates and assists with release / version updates. Stays up to date on recent enhancements to the Symitar Software including researching ways to improve and customize the system. Works with vendors who connect with Symitar maintaining 3rd party interfaces to ensure positive outcomes.
  • Assists employees in solving routine system software, hardware and procedure problems.
  • Assists with periodic testing and implementation of contingency plans to ensure availability of applications in case of system failure.
  • Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to , the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
What You’ll Bring To CCF:

  • Two to Five years of similar or related experience, including time spent in preparatory positions in financial services. Creation, as well as execution, of use cases is strongly preferred
  • A college degree.
  • A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers.
  • Strong technical knowledge of current software and/or experience with Jack Henry products, especially Symitar, and programming in script languages is a plus. Excellent knowledge of Microsoft Office applications. Able to define system, functional and non-functional requirements. Able to interact with and communicate well with other technical associates.
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Title SBA Senior Closing Specialist
Categories Commercial Banking, Operations
Salary 90K-105K
Location Remote
Job Information

SBA Senior Closing Specialist
This position reports to the SBA Closing Manager and will perform a variety of SBA loan processing and closing functions, ensuring quality loan documentation, adherence to banking regulations, the SBA Standard Operating Procedures, Bank Loan Policy, and Bank Standard Operating Procedures. Individuals in this position will serve as a subject matter expert and manages a larger, more complex SBA loan pipeline.

In this role, you will have an opportunity to partner with team members and key stakeholders to:

Ensuring Bank SBA 7(a) loans are processed and closed compliant with State and Federal laws and regulations as well as the published SBA SOP.
Actively managing the SBA loan pipeline and meeting critical closing dates.
Preparing and communicating a list of closing needs and requirements for the customer, including applicable forms. Working with borrower, brokers, Bank staff, and attorneys to assist the customer through the closing process.
Ordering, engaging, collecting, and reviewing closing documentation such as, but not limited to entity documents, site inspections, title searches, insurance coverages, collateral descriptions, UCC searches, invoices, bill of sales, etc.
Coordinating the loan closing and loan disbursement(s) with the customer, escrow agent, and/or legal counsel.
This is a full-time salaried exempt position, averaging approximately 40 hours/week. Schedule may vary by time zone, Monday through Friday.

This position is remote eligible. Individuals may choose to work from a designated home office space or may choose to work onsite at any  branch location in Wisconsin and Michigan.

Our recommended and preferred qualifications are:

Degree from four-year college or university and a minimum of 5-10 years of SBA closing experience is desired.
Individuals in this position should possess advanced knowledge of lending principles and SBA 7(a) lending, and a solid understanding of legal documents.
NAGGL Certification preferred.
We are constantly evaluating and improving our benefits. In fact, eligible employees receive over 30 days off per calendar year! That includes 18 days of PTO to begin, PLUS an Anniversary Holiday, Birthday Holiday, Wellness Holiday, and 12 observed Bank Holidays.



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Title Loan Operations Manager
Categories Operations
Salary 75K-90K
Location Atlanta, GA
Job Information

Note Department/Loan Operations Manager

We are seeking a Loan Operations Manager to join our operations team in our Note Department! We are a fast growing, community bank serving the community for past 20 years! We are looking for another caring individual to join our team!

***Highly competitive Benefits Package! Employer sponsored Medical, Dental, Vision Insurance, Life Insurance, Short & Long Term Disability and 401K with a 100% employer match up to 6%!***

POSITION SUMMARY: This position is responsible for the day to day management of all the assigned department’s back office/post closing and operational support functions from review, payment processing, support and escrow/insurance management. In this role, ensure that loan operation functions are executed according to the established standards of the company policy.


At least 5 years or more job experience in the manager position of Note Department/Loan Operations and have extensive experience with Fiserv System

Primary Duties:

Supervise and direct the daily activity of staff in loan servicing, including but not limited to:

  • Provide day to day management/supervision of the loan operations staff to ensure dept goals are in alignment with the Bank’s goal, objective and guidelines.
  • Supervision and directing of new loan bookings in Fiserv system for all consumer loans, commercial loans and SBA 7a loans
  • Generation of loan related reports
  • Reconciliation of loan related individual accounts with G/L
  • Supervision of daily loan payment bookings and corrections.
  • Preparation of monthly 1502 report for SBA 7a loans
  • Supervision on sale of SBA loans to secondary market
  • Document preparation for regulatory examination
  • Supervision on monthly loan payment statement generation and mailing to all loan customers
  • Management and supervision of mortgage loan escrow account, balancing, tax-payment, insurance payment, and mailing out statement
  • Supervision of collateral insurance policy update of all loans
  • Supervision of release of DSD for all paid off loans
  • Handling of customer request and complaints
  • Note staff training






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Title SBA Loan Closing and Funding Specialist
Categories Operations
Salary 75K-90K
Location Addison, TX
Job Information

SBA Loan Closing and Funding Specialist

Addison, TX, USA Req #939


Imagine working somewhere that offers more than a steady paycheck; a place where you have ownership, employees are celebrated and growth is encouraged, both personally and professionally.

We are eager to welcome you as a new SBA Loan Closing and Funding Specialist to our team who will help us continue to drive change, create a fun and inclusive work environment while bringing creative and open- minded ideas to our people experience through the lens of our core values.

How do you know if this is the right opportunity for you?

We’ve included the traditional job responsibilities, but there are a few guiding principles taken directly from our Culture Book which we want to share to help you identify if your personal values align with ours, such as:
We look at the organizational chart as a framework, not an enclosure.

  • Everyone at the bank is an owner and business development ambassador, thanks to our ESOP.
  • We do things the ethical and honest way every time because it’s the only way.
  • We are always looking ahead, reading ahead and thinking ahead.

Our company’s culture supports customers in achieving their financial goals and dreams.  At the guidance of the direct supervisor you will be responsible for the generation of SBA loans (Small Business Administration).  You’ll be able to help contribute to this by:

Job Duties:

  • Knowledge of Small Business Administration (SBA) Standard Operating Procedures.
  • Reviews loan requests to insure accurate documentation/information is being obtained in order to proceed with requests.
  • Understands and recognizes when exceptions to bank policy and procedures are present.
  • Engages and/or reviews any 3rd party vendors and orders all UCC searches, flood determinations, title commitments, OFAC, CAIVRS, etc. as required.
  • Reviews and approves all title commitments, surveys, insurance, fuel supply agreements, UCC searches for lien position and any other third party documents as needed.
  • Prepares Closing Checklist on each loan and updates the checklist as needed.
  • Prepares Construction Checklist for each loan, if required, and updates the checklist as needed.
  • Coordinates with 3rd party inspector on all construction loans.
  • Prepares SBA packaging forms.
  • Obtains INS verifications, if needed.
  • Orders and reviews all 4506 transcripts.
  • Creates loan file which will contain all documentation.
  • Reviews and approves all required documentation received, i.e. purchase agreements, corporate documents, lease agreements, landlord subordinations, construction documentation, vehicle titles, etc. as required for the loan.
  • Submits loan to SBA/USDA for approval and prepares SBA Loan Authorization for any SBA PLP loans.
  • Pays the guaranty fee.
  • Reviews closing documents before releasing documents to insure accuracy and compliance with regulatory requirements.
  • Schedules and coordinates loan closings.
  • Ensures all loans are closed and funded according to the approved loan request, bank policy, regulatory guidelines and SBA/USDA policies and procedures.
  • Coordinates with the SBA loan servicing department for the loan funding and booking.
  • Finalizes loan file for post close audit.
  • Follows up on any outstanding closing ticklers and/or exceptions as needed.
  • Be available as need to cross train and perform additional tasks as assigned.
  • Adheres to the BSA Policy and all other Bank Policies.
  • Administer corporate policies and procedures and ensures compliance with applicable laws and regulations.
  • Other duties and responsibilities and/or projects as may be assigned by supervisor.
  • Comply with compliance and privacy policies and procedures to maintain confidentiality and information protection.
  • Comply with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures.
  • Complete and pass all required regulatory compliance training as assigned.  

Qualifications & Skills:                                                                                                                

  • Loan quality assurance or loan assistant experience helpful.
  • Good customer service and communication skills.
  • Must be able to exercise discretion and good judgment.
  • Excellent knowledge in computer applications including Microsoft Word, Excel, and Outlook.
  • Proficient proof reading skills required.
  • Knowledge of SBA One and/or PCFS (Creditwrx and Loan Manager) preferred.
  • SBA Loan Closing experience

Education, Experience & Licenses:

  • High school diploma.
  • College degree preferred
  • Minimum 4 years SBA and/or commercial loan experience.



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Title Information Security Officer
Categories Operations
Location McCallen, TX
Job Information
JOB TITLE: Information Security Officer FLSA: Exempt



 The Information Security Officer the Bank’s enterprise Information Technology Security initiatives, and identifies vulnerabilities and performs risk assessments on the Bank’s IT function.


 The duties listed below may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties, as assigned, including cross training across other departments, as necessary.

 Develops, maintains and documents IT security programs according to regulatory compliance requirements

  • Manages the preparation of the Information Technology Systems Security portion of the Bank’s audits and examinations
  • Oversees the management of the IT Security Administrators
  • Establishes and promotes information security awareness training
  • Manages the hiring, daily activities, coaching, evaluating and counseling of reporting staff
  • Participates in job specific training and other various Bank training programs, as necessary
  • Maintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per Bank policy, and ensures adherence by the respective department personnel
  • Maintains current knowledge and complies with all federal and state laws and regulations and all established Bank policies and procedures, including internal audit controls related to department operations, and ensures adherence by the respective department personnel
  • Maintains current knowledge of all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML, and ensures adherence by the respective department personnel


 These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

 Bachelor’s degree in Computer Information Systems or a related field

  • Five years of banking experience, including three years of experience in information systems security management, using Windows NT/2000 and network security
  • Strong knowledge of IP networking, networking protocols and understanding of security related technologies, including encryption, Ipsec, VPNs, firewalls, proxy services, DNS, electronic mail and access lists, Internet, web, application and network security techniques
  • Extensive knowledge of information, computer system architecture and communications security principles
  • Experience in the development of information security policies, intrusion response procedures, risk analysis and administering the operations of a complex security infrastructure
  • Good written and verbal communication, presentational, organizational and interpersonal skills
  • Problem solving and the ability to prioritize tasks
  • Experience in developing policies, procedures and project plans
  • Skills must include personal computer experience with working knowledge of Microsoft Office Professional
  • Visual and mental concentration are necessary for accurately performing tasks, working at computer for long periods of time, working in a fast-paced environment and handling frequent interruptions
  • Position requires extended periods of sitting
  • Bilingual in English and Spanish is desired


 This position reports to the Chief Risk Officer

  • This position oversees the IS Senior Analyst


 All employees are required to attend scheduled mandatory trainings and complete online regulatory compliance training courses applicable to their specific job function. In all situations, employees must ensure that their actions fully comply with all federal banking laws and regulations, including internal bank policies and procedures.



The Bank’s Mission Statement includes a commitment to helping our communities grow by serving them with pride and integrity. All employees are encouraged to volunteer for bank sponsored activities, civic, charitable and community events and to be active in the communities we serve.




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