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Chief People Officer
A large financial institution in California is in search of a strategic and tactical human resources executive to join their team as the Chief People Officer.
Reporting to the CEO and a member of the executive management team, this individual will set an example of the brand to all employees, members and the public; foster an inclusive, respectful workplace culture that considers the needs of the business and the needs of the employees; collaborate to formulate and accomplish the strategic plan; share fiscal responsibility; and advise the President and CEO on all human resources matters. They will direct all human resources functions ethically, legally and according to policy, including: Employee relations, compensation, benefits, training and development, diversity and inclusion, HRIS, HR budget, policies, procedures and legal compliance to contribute to the success of the institution.
Bachelor’s degree, excellent written, verbal, presentation, and people skills, forward-thinking mindset, experience in laws and trends and a minimum of seven years’ experience in human resources with a minimum of five years’ in management required. Master’s degree and/or HR certifications preferred.
Keywords: bank, credit union, human resources, organizational development, leadership, compensation, SPHR, PHR, SHRM, SCP, CP, HRIS, ADP, payroll, benefits, HR administration, employee relations, diversity, inclusion, strategy, executive vice president, senior vice president, vice president, CHRO, people, Chief Human Resources Officer, SVP, VP, bank, credit union
President / Chief Executive Officer
Cabrillo Credit Union was established in 1955 to serve Border Patrol agents in San Diego. Today, they are over $400 million in assets and serves as the primary financial institution for current and former employees of the U.S. Border Patrol, many other federal agencies, along with employees from Sharp HealthCare, Carlsbad City employees, and is open to anyone who lives or works in San Diego County. Their mission to enrich the lives of their member-owners, one relationship at a time, through their Core Values which include Empowerment, Teamwork, Honesty, Service and Community Minded.
Cabrillo Credit Union is looking for a passionate, driven, results focused, and collaborative leader to lead this organization into the future as their next President / Chief Executive Officer. The CEO will direct the overall operations of the Credit Union with the objective of ensuring financial stability commensurate with the best interests of its members; establishing short-term and long-range objectives, plans, and policies subject to the approval of the Board of Directors; and representing the Credit Union within the community and SEG’s (Select Employee Groups). Additional duties will be to analyze and evaluate the effectiveness of all operations, leading change where necessary; develop and maintain organizational structure; and develop and retain effective, member focused and accountable leaders. The CEO will also represent the credit union effectively to regulatory agencies, trade associations, SEG’s, community and civic organizations, and membership.
The successful candidate will be a visionary, emotionally intelligent with a strong desire for continuous improvement, and have an understanding of the credit union’s cooperative purpose. They will also possess strong leadership and interpersonal abilities; solid organizational, analytical, and tactical skills with the ability to coordinate, manage, and direct others effectively; and be a champion for their Select Employee Groups, the community, members, and their employees. At least 10 years of progressive management experience at a financial institution and a bachelor’s degree required. Prior CEO experience preferred.
Chief Financial Officer
With over $400 Million in assets, located near New Orleans, LA, OnPath Federal Credit Union is looking for a financial executive to join their team as the Chief Financial Officer. Since 1961, OnPath Federal Credit Union has been built on personal relationships with a focus on service first. It is about finding a path that is right for you. Their Mission and Vision entail being financial advocates for their members and the communities they serve and improving quality of life through financial empowerment. OnPath FCU is a CDFI (Community Development Financial Institution) and MDI (Minority Depository Institution) with their Core Values being: Empathetic, Passionate, Innovative, Integrity and Committed.
Reporting to the CEO, this executive position will assist with strategy with broad responsibility for overseeing the organizations accounting and finance areas. The CFO will develop and maintain accounting information according to GAAP concerning income, expenses, assets/liabilities, and capital as a basis for management planning and decision-making, and for fulfilling financial reporting requirements. They will be responsible for the management of various organizational functions, including financial reporting, accounting, investments, annual budget, asset/liability management, risk management/compliance and payroll/benefits. They will also be responsible for safeguarding financial stability, maximizing operating performance, and member satisfaction commensurate with the best interests of the members, the employees, and the credit union.
The position requires excellent analytical and communication skills, the ability to conduct research, interpret and understand laws and regulations and provide workable recommendations and solutions to help meet its strategic goals. They will have demonstrated acumen in the areas of finance, accounting, and investment strategies, understand NCUA regulations, be active in the community, and have the greatest levels of integrity and trust. A Bachelor’s degree, at least 10 years of financial institution experience with at least five years in a management role required. MBA and/or CPA, CFA preferred.
Keywords: Chief Financial Officer, CFO, credit union, bank, EVP, VP, Vice President, finance, accounting, investments, asset liability, fintech, Controller, Comptroller, strategy, bank, risk, compliance, financial reporting
Executive Vice President / Chief Experience Officer
With over $400 Million in assets, located near New Orleans, LA, OnPath Federal Credit Union is looking for a passionate leader to join their team as the Executive Vice President / Chief Experience Officer. Since 1961, OnPath Federal Credit Union has been built on personal relationships with a focus on service first. It’s about finding a path that’s right for you. Their Mission and Vision entail being financial advocates for their members and the communities they serve and improving quality of life through financial empowerment. OnPath FCU is a CDFI (Community Development Financial Institution) and MDI (Minority Depository Institution) with their Core Values being: Empathetic, Passionate, Innovative, Integrity and Committed.
Reporting to the President/CEO, this newly created position will drive the member experience on a day-to-day basis to include all facets of retail and digital experience, strategy, support, and member engagement to assure a profitable outcome while supporting a member-focused culture. They will focus on strategies for improvement in key areas and support brand continuity through all service delivery and digital channels, develop and review strategic plans in relation to overall goals and to make an impactful and responsive communication and public relations strategy to support the vision of the credit union. The EVP / CXO creatively communicates, inspires and creates a culture of high engagement throughout the organization to embody and embrace the brand essence. They will also be responsible for safeguarding financial stability, maximizing operating performance, and member satisfaction commensurate with the best interests of the members, the employees, and the credit union.
The selected candidate will have excellent communication skills, proven leadership, a track record of success and a strategic mindset. A Bachelor’s degree, at least 10 years of financial institution experience with at least five years in a management role required. Experience from a larger financial institution and a background with digital banking preferred.
Executive Vice President of Innovation & Quality
Approaching $400 Million in assets, located in the heart of America and at the center of everything, Sioux Falls Federal Credit Union is looking for a strategic leader to join their team as the Executive Vice President of Innovation & Quality. The Credit Union’s core values of Integrity, Respect, Accountability and Service are the basis of their mission to better people’s lives by providing relevant financial services, building trusted relationships, serving their community, and providing a rewarding atmosphere for their employees.
Reporting to the President/CEO, this position will drive operational and fiscal efficiency on a day-to-day basis to include all facets of Information Technology, Finance, and Risk to assure a profitable outcome while supporting a member-focused culture. They will oversee all aspects of the CU’s Information Technology systems including implementing a strategic vision to incorporate all relevant technologies, develop systems to improve and support the member experience, and create efficiencies and security with the IT structure. They will oversee and advise on the CU’s IT strategy and coordinate, collect, and manage all data analytics to promote and accomplish strategic initiatives. They will drive the CU’s financial planning initiatives by implementing asset liability and investment strategies, assist in the preparation and implementation of the budget, work with internal and external auditors(s) to ensure compliance with internal controls and manage the ongoing development and implementation of the Enterprise Risk Management of the credit union. They will ensure the credit union is in compliance with the federal laws and regulations set forth by NCUA and other regulatory agencies. They will also work with the CEO in identifying trends in the industry, instituting new programs or products, and evaluating products and services and be responsible for safeguarding financial stability, maximizing operating performance, and member satisfaction commensurate with the best interests of the members, the employees, and the credit union.
The selected candidate will have excellent communication and analytical skills, proven leadership, a track record of success and a strategic mindset. Master’s degree and at least ten years related leadership experience and/or training; or equivalent combination of education and experience required. Experience from a larger financial institution and Information Systems certifications preferred.
Interested parties should email their resume to info@ShanleySearch.com and use the reference ID INQUAL.
A growing, medium-sized financial institution in Central Texas is looking for experienced accounting and finance professionals to join their team as the Controller. Reporting to the CFO, the position will oversee the finance, accounting and payment systems functions and employees. They will serve on the Asset/Liability Management Committee and prepare and/or review monthly and annual financial statements, prepare quarterly call reports and other regulatory filings, work with auditors and examiners, contribute towards the completion of various projects and initiatives, review policies and procedures to maximize efficiency and cost reduction and manage and build vendor relationships.
Strong knowledge of GAAP, financial statement preparation and analysis, financial controls and process improvement, excellent communication skills, solid project management skills, 5-10 years of progressive management experience working for a financial institution and the ability to work in a fast-paced environment is required. Bachelor’s degree required, CPA, CFA, and or Master’s degree a plus.
Financial Database Analyst
Andrews Federal Credit Union is a transformative international financial institution that thrives on “Improving the Financial Lives of Members”. They have consistently been named a “Great Place to Work” and have built a strong community of trust in the areas they serve. Committed to your financial success they are “Ready to Serve and Ready to Solve” and exist to help their members along their financial journey. With $2.3 Billion in assets, headquartered in Suitland, MD with stateside locations in Washington, D.C., Maryland, Virginia and New Jersey, as well as overseas military locations in the Netherlands, Belgium and Germany, the credit union has a long reach and strong history of serving members.
Our team is seeking a razor-sharp Data Analyst with a keen attention to detail, broad knowledge of statistics and analytics, and a high commitment to accuracy. To assist upper management, this role will provide detailed reports generated through gathering vast amounts of written and numerical information, researching markets trends, and benchmarking competitor analytics. The Data Analyst will be in charge of business intelligence and will be essential in identifying new markets and providing statistics on sales volume and member experience to guide the decision-making process.
Our ideal candidate should have a Bachelor’s degree and least four years’ experience with excellent mathematics and language skills, and outstanding insight and a proven aptitude for data interpretation. Financial institution core experience preferred, familiarity with Symitar / Episys a plus.
Chief Lending Officer
For over 80 years, Centric Federal Credit Union has been a community driven, growth minded and thriving financial institution in the region. Located in West Monroe, LA with $250 million in assets, 30,000 members, and 6 branches, the Credit Union can be best described through their Core Values of Stewardship, Engagement, Relationships, Values and Energy and serving their membership through their branded language and programs – “Plan Better, Save Better, Borrow Better and Live Better”.
“Live Better” has been successful in educating members and employees of local businesses on important financial issues helping the community to borrow, save and earn better. “Live Centric” represents their own brand by the way they serve each person, members and non-members alike.
Centric Federal Credit Union has an excellent opportunity and is seeking a forward-thinking lending executive to join their team as their next Senior Vice President / Chief Lending Officer.
As a member of the Executive Leadership Team, the CLO reports directly to the EVP/CFO. This position is responsible for serving as a strategic leader, overseeing the activities and operations of the lending teams. The CLO will be responsible for leading the teams to develop and maintain effective strategies as well as implementing and researching new programs that increase loan growth.
This position will monitor lending trends and market conditions, maintain accurate, efficient, and safe management of the loan portfolio, maintain client relationships and actively seek additional opportunities. The CLO is also responsible for maintaining and managing a loan portfolio roughly $200m including consumer auto, indirect auto, unsecured loans, other collateral, real estate 1st/2nd mortgages and commercial loans and first and foremost responsible for leading the effort in helping our members “Live Better” by borrowing better.
The selected candidate will provide exceptional service to members, coworkers and business partners, always represent the credit union in a professional manner, have a solid understanding of credit union products and services and be aligned with the organizational mission, vision and core values.
Furthermore, they will have a strategic mindset, track record of success, excellent communication skills and a passion for the industry. A minimum of eight years’ experience in lending with 3+ years at the senior management level required. Commercial/Business Lending experience is also required.
Chief Lending Officer
With over $800 million in assets and 60,000 members, First City Credit Union is seeking a strategic partner to provide lending leadership and direction as their next Vice President, Chief Lending Officer. With a new headquarters located in Altadena, CA, this 5-star rated, well respected and the member-centric organization has become one of the nation’s strongest financial institutions with a measurement of strength that few banks or credit unions can match.
The VP/CLO will drive growth and operational excellence in all facets of the loan life cycle by leading multiple teams both directly and indirectly in real estate and consumer lending across the organization. This position reports to the Executive Vice President/CFO and is responsible for managing and developing a complex suite of real estate and consumer lending products while also optimizing the member experience in all delivery channels. This position assumes overall responsibility for the profitability, performance, and overall success of the real estate and consumer loan portfolio and participates in strategic planning and budget development. This leader is responsible for creating an environment where employees can cultivate and grow in their knowledge, skills, and development. They will establish processes, procedures, and policies that adhere to State and Federal regulatory requirements while enabling member-facing employees to develop long-term multi-faceted relationships. They will serve as a trusted advisor to assist members in achieving financial peace of mind and increase member loyalty by creating experiences that turn members into lifelong ambassadors of the credit union.
You must be a forward thinker, have demonstrated decision-making ability, exceptional critical thinking and organizational skills, outstanding written and verbal communication skills, and proficiency with loan origination software. Also needed is the ability to conduct thorough research, interpret and understand laws and regulations and provide workable recommendations and solutions to problems. Minimum Eight to ten years of management experience in a financial institution with a background in real estate and/or consumer is required. Bachelor’s degree in a business-related field is preferred.
President & Chief Executive Officer
Norristown Bell Credit Union was originally chartered in 1940 by Bell Atlantic (formerly known as Bell of PA, now Verizon). Tired of the poor service offered by local banks and other financial institutions, the credit union was formed to provide better products and services and provide excellent personal financial attention they felt everyone deserved. With the merger of the Montgomery County Postal Credit Union in 1987 as well as the merger of ABCON Credit Union in 1999, Norristown Bell Credit Union grew. We continued to grow through the addition of new sponsor groups and family members. In June 2010, the credit union was granted a community charter to serve all persons who live, work, worship, attend school in, volunteer in, and have businesses in Montgomery County, Pennsylvania. The credit union has maintained long term financial stability while continuing the philosophy of “Member Helping Member.” This member-centric institution has an excellent reputation, dedicated staff and is primed for additional growth.
Due to the upcoming retirement of their long-term CEO, the credit union is in search of a forward-thinking goal-oriented executive to join their team as the next President/ Chief Executive Officer. The new CEO must have the passion and ability to work collaboratively with the Board of Directors and the team to drive the organization’s mission and values to ensure its continued financial health and outstanding service. The ideal candidate should be an innovative thinker, technology driven, effective architect of action with excellent communication skills who is devoted to the vision, strategy and core values which include Member Focus, Professionalism, Respect for Each Other, Teamwork and Quality Service.
The successful leader must be a multitasker who possesses at least five years’ experience leading a financial institution as a senior executive with a track record of success and expertise in community marketing, human resources management, regulatory requirements, technology, and sustained growth with demonstrated ability to adapt to an ever-changing environment. If you are interested in being hands-on and leading a team guided by the principal of building and retaining lifelong lifecycle relationships with our clientele, please apply today!
Interested parties should email their resume to info@ShanleySearch.com and use the reference ID NorrisCEO.
President & CEO
A confidential credit union approaching $300 million in assets located the Northeast is looking for a visionary leader to join their team as the next President / Chief Executive Officer. The selected candidate will be responsible for providing leadership, planning and oversight of all credit union activities in accordance with credit union policies as established by the board of directors. The new CEO must have the ability to work collectively with the board and management to continue with the mission and values of the organization to ensure the continued financial health of the organization.
This charismatic leader will be a strategic thinker, possess a proven track record of success, a high level of integrity and trust, excellent communication and interpersonal skills, a team-oriented approach to management and respect for the credit union philosophy. A Bachelor’s degree and 10 years’ experience at the executive management level in a financial institution is required.
Please forward your resume to Info@ShanleySearch.com with ID CUCEO for consideration. We can share all details with you after a brief conversation.
Digital Services Manager
Located in Los Angeles, with $850 Million in assets and over 40,000 members, University Credit Union has become one of the most successful credit unions in the industry. The credit union is experiencing record numbers in profitability, is ranked #1 in its peer group for organic growth and has achieved extraordinary member service levels. The credit union seeks to continue their path and is looking for a Digital Services Manager.
Reporting to the Chief Marketing Officer, the Digital Services Manager is responsible for online and mobile banking strategies. The position reviews the member experience via UCU’s mobile app and online application and seeks to improve the member experience by evaluating and advocating for specific applications or features that are needed and eliminating applications that are not utilized or unnecessary. Other duties include managing vendor relationships; actively and continuously seek ways to streamline and improve the member experience for online new account opening and online/mobile banking; function as the subject matter expert for online/mobile banking to both internal and external members; research, troubleshoot and respond to member inquiries in regard to UCU’s online/mobile banking; document, communicate and train frontline team members to improve service to members via digital channels; work cross functionally to identify, troubleshoot, and improve on business requirements and processes; makes recommendations for changes and improvements to the digital experience as appropriate; provides technical guidance, project management, and leadership to frontline staff and is responsible for managing and testing new development as well as support, maintenance or enhancement of the existing digital experience.
The selected candidate will provide exceptional service to members, the internal team and business partners and be aligned with the organizational mission, vision and core values. They will have an excellent sense of online and mobile landing pages, features and needs and experience working with digital channels. They must have excellent communication skills and have the ability to multitask and work independently. Experience working for a financial institution preferred.
About University Credit Union
Established in 1951, University Credit Union offers membership to employees, students and alumni of UCLA, Pepperdine University, Loyola Marymount University, Santa Clara University, Mount St. Mary’s University, Saint Mary’s College of California, West Coast Conference universities and other universities throughout California. UCU offers a variety of products and services including checking accounts, credit cards, home mortgages, commercial loans, auto loans, personal loans, insurance, investments, as well as mobile banking and online banking.
Interested parties should email their resume to info@ShanleySearch.com and use the reference ID DigitalU.
Interested parties should email their resume to info@ShanleySearch.com and use the reference ID Programmer.
A large financial institution in the surrounding Los Angeles area is looking for an experienced Mortgage Underwriter. They will be responsible for underwriting first mortgage and HELOC / Fixed-Seconds to GSE and portfolio guidelines. They will review and validate loan-level data including credit, income, asset and collateral. They will decision loans with appropriate approval conditions, counter-offers or dispositions. Additionally, they will manage the First Mortgage and HELOC / Fixed-Second pipeline to ensure timely funding of loans and review and clear approval conditions, issue final approvals and closing disclosures. They will also evaluate submitted loan packages to ensure accuracy, completeness and compliance with policies and agency guidelines. They will review appraisal reports to ensure compliance and regulatory standards are met; provide status updates and notes for all loans utilizing loan originations systems and contact management software; manually underwrite submitted loans in the event AUS is not able to provide a decision; and process adverse action notices for first mortgages and HELOC’s.
A minimum of three year’s experience as an underwriter for a financial institution and experience with DU/LP, Condo Reviews, Appraisals (UCDP) and Solar liens. Proficient computer skills with knowledge of Microsoft including Excel, CRM software, Meridian Link and LOS Systems, Calyx Software preferred.
Interested parties should email their resume to info@ShanleySearch.com and use the reference ID ConfidentialMortgage.
Head of Mortgage Banking
San Francisco Federal Credit Union, with over $1.2 Billion in assets, is a competitive financial institution that has a wide range of financial products and services to enhance their members lives. Originally established in 1954 to exclusively serve the employees of the City and County of San Francisco, today serves the communities and anyone who lives, works, worships, or attends school in San Francisco or San Mateo counties. We seek individuals with fresh ideas, positive energy and solid professionalism who mirror our core values – We Serve More, Own More, Partner More and Be More within our communities and our relationships inside and outside of our organization.
The credit union is in search of an enthusiastic, dedicated, and driven lending professional to join their team as the Head of Mortgage Banking. The position is responsible for the management of the mortgage lending operations by implementing San Francisco Federal Credit Union’s mortgage lending strategy and leading the team to achieve loan growth objectives. This includes the development and implementation of the infrastructure of a dynamic lending environment, to include the continued development of mortgage lending and real estate secured products/programs/services and the needed administrative support functions that meet the changing needs of our members and create a cohesive, collaborative Real Estate Services Department. The Mortgage Loan Operations Manager delivers competitive mortgage products and programs for the Credit Union’s members while managing the department in a way that helps drive production, ensure quality and compliance, and enhance member experience. The process from application through closing is to be managed to ensure compliance with regulations, policies, and procedures to ensure origination of quality loans.
The selected candidate will have strong knowledge of real estate lending from origination to servicing with a passion of providing extraordinary member service. B.A. in Business Administration with a minimum seven (7) years of diverse, progressively responsible loan experience in a credit union or bank, with primary emphasis on mortgage lending; five (5) years in a lending management role or, equivalent combination of education, training and experience. They must have a thorough knowledge of mortgage products and services, state and federal laws and regulations, and federal and state reporting requirements. Exceptional interpersonal, communication, and people skills to manage, develop and coach a collaborative, cohesive team are also required.
Interested parties should email their resume to Info@ShanleySearch.com and use the reference ID: SFMortgage.
VP Financial Risk & Default Services
Since 1947, AltaOne Federal Credit Union’s strength, wisdom, professionalism and prudent management have helped the organization realize consistent growth. Today, AltaOne’s asset size exceeds $660 million, is surrounded by four mountain ranges in Ridgecrest, CA and now serves more than 55,000 members in a very member-focused and community-oriented culture.
The Vice President of Financial Risk and Default Services will support the SVP Financial Risk in overseeing three major areas at the credit union including the AltaCares Relationship Management team, Recoveries and Collections, and the Default Services area which includes the quantification of risk and management of asset liability within the credit union.
We are looking for a special candidate who has a proven track record and is an effective leader who can drive change in an accessible manner. You have been a remote leader and know how to bring people together and keep up morale despite remote working conditions. You will oversee our AltaCares unit overseeing the special handling of our relationship management team that work with our credit union members through difficult times.
You must have a background in overseeing the Loss Mitigation area and risk management, and have solid experience in overseeing the more complex issues within mitigating losses including navigating bankruptcy, lawful recoveries and collections, assisting our members in restructuring loans and devising workouts when appropriate, and who has a credit background to drive improved credit risk within the organization. Our perfect candidate likes working with numbers and quantifying the risks surrounding losses.
Interested parties should email their resume to info@ShanleySearch.com and use the reference ID AltaRisk.
Vice President of Commercial Lending
Starting in 1946 as CAA Employees Credit Union serving the Civil Aeronautics Administration, the Credit Union still embraces this heritage through its name True Sky Credit Union. Exceeding $700 million in assets and nine branches, the organization now serves members within the Oklahoma City metro area and has emerged as one of the most respected institutions in the region. The Credit Union is in search of an experienced business / commercial lending executive to join their team as the Vice President of Commercial Lending. They will help build our commercial lending and deposit program, including planning, directing and coordinating activities, insuring compliance with credit union lending policy; assisting in development of business lending policy; develop new business services programs as needed; and managing loan activity and production to meet credit union goals and objectives. They will also be responsible for policy updates, policy compliance and regulatory compliance and ensures the Credit Union is in compliance with new regulations; develops procedural changes as compliance requires or new programs demand. The selected candidate will have a history of demonstrated success in commercial or business lending, excellent leadership and communication skills and a passion for the industry. Five to seven years’ experience in commercial or business lending with at least three years of management required.
Interested parties should email their resume to info@ShanleySearch.com and use the reference ID TSCommercial.