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Vice President of Lending
Located in the beautiful Central Valley of CA in Modesto lies MOCSE Federal Credit Union. With $400 Million in assets, the credit union is one of the most admired and community driven credit unions in the industry with very dedicated and loyal employees that thrive on the credit union core values of focusing on member needs, open communication, respect, teamwork, accountability, and cooperation.
Due to an upcoming retirement, MOCSE FCU has an excellent opportunity and is seeking a strategic and tactical lending leader to join their team as their next Vice President of Lending. Reporting to the CEO, The VP will drive growth and operational excellence in all facets of the loan life cycle by leading teams both directly and indirectly across the organization for the mortgage, consumer, and commercial lending department areas. They will plan, develop, organize, implement, direct, and evaluate the organization’s lending functions and participate in the development of credit union goals ensuring loan products, processes, collection procedures and compliance measures are in place. They will provide ongoing evaluation of all lending products and programs; monitor delinquency and collection efforts; evaluate risks and direct efforts for mitigation as needed or directed. They will also align lending strategies will all organizational objectives; stay abreast of lending and market trends for the best positioning of the credit union; and ensure all lending activities are compliant with applicable laws and regulations revising credit union policies and/or processes as necessary.
The selected candidate will have a history of demonstrated success working for a bank or credit union in the lending arena and have knowledge of all lending areas with direct experience working in commercial or business lending. They must have a forward-thinking mindset, excellent leadership and communication skills, belief in the cooperative culture and have exceptional integrity and trust. Five to ten years similar of related experience and a college degree or equivalent required.
Keywords: CLO, Chief Lending Officer, bank, credit union, mortgage, consumer, commercial, lending, loan, underwriting, commercial loan, vice president, VP, manager, business lending, commercial lending, bank, CUSO, SBA, CRE, C&I, commercial real estate, small business, mortgage lending, relationship manager, consumer lending, indirect, bank, credit union.
VP 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 $800 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 three years of management required. Please go to www.ShanleySearch.com and use ID TrueComm when applying.
Keywords: Loan, lending, bank, credit union, SBA, C&I, CRE, commercial real estate, sales, bank, conventional, production, underwriting, processing, loan policy, business services, business lending, commercial lending, bank, MBL, member business lending, members, credit union members, small business, small business loan, loan production manager, manager, vice president, credit, credit risk, chief credit officer, CCO, loan officer, lending manager, loan manager, bank, credit union, sales, origination
Chief Executive Offcier
Aurora Federal Credit Union was originally chartered in 1968 by the city of Aurora employees. Today, they have expanded into a full-service financial institution serving multiple Select Employee Groups and counties.
Located in beautiful Aurora, CO, the credit union thrives and has once again been awarded a 5-Star ranking for financial strength and soundness by Bauer Financial. The credit union has a strong employee and member focused culture, dedicated staff, solid expansion capabilities, excellent reputation, progressive Board of Directors, and visualizes a future where technology can be utilized to provide personal financial services to each and every member, however they choose. The strong financial condition and opportunities in the market allow them to be primed for additional strategic growth and at Aurora Federal Credit Union you will be Banking For Your Future.
The Board of Directors is looking for a results-driven, forward-thinking financial services executive to lead Aurora Federal Credit Union as their next President / Chief Executive Officer. The new CEO must have the ability to work collaboratively with a broad-minded Board of Directors and successful team to drive the organization’s mission and values to ensure its continued financial health and outstanding service providing strategic direction, vision, leadership, and management in all functional areas. The ideal candidate should be an innovative thinker, technology driven, effective architect of action with excellent communication and presentation skills. This leader should be a global thinker who acts locally and will promote the credit union in the community and industry. They must have personal integrity, be open to new ideas, a multitasker with emotional intelligence who possesses at least five years’ experience leading a financial institution as a senior executive with experience in community marketing, technology with a passion for growth, and has the demonstrated ability to adapt to an ever-changing environment. A four-year degree, strategic thinker with strong leadership capabilities also required. Masters degree preferred.
EEO (Equal Employment Opportunity)
Keywords: Bank, credit union, CEO, Chief Executive Officer, Executive Vice President, Vice President, strategy, President, board of directors, Colorado, member, vision, leadership, community, technology, bank, financial services, marketing, CMO, Chief Marketing Officer, CXO, Chief Experience Officer, COO, Chief Operations Officer, Chief Operating Officer
Chief Credit Officer
Founded in 1934 by Houston area educators, Smart Financial has grown to over $850mm in assets with 15 locations and is one of the most financially stable and reputable credit unions in the industry. We are committed to building strong relationships with our members and providing them with a solid financial education. Internally, we focus on the same things—building relationships, and sharing knowledge. This dedication to our employees has led to us being named a “Top Workplace” both locally and nationally.
We are seeking an experienced credit executive to join our team as Chief Credit Officer. Responsibilities will include:
- Oversight and administration of Smart Financial’s loan portfolio
- Measurement and management of the aggregate risk within our lending activities
- Ensuring consistency with established policy and regulatory standards
- Overseeing internal and external loan and collection review programs
- Annual reviews of the Commercial Credit department (including collateral valuation, insurance requirements, and documentation review systems and processes)
- Developing and monitoring Smart Financial’s Commercial Loan Risk Rating system
- Monthly and quarterly reporting
- Monitoring critical asset levels through action plan implementation activities
- Analyzing loan portfolio mix and risk, loan delinquencies, non-accruals, other real estate owned, repossessions, and foreclosure activities.
Additionally, this Executive Officer is the Chairperson of the Commercial Credit Committee. Our new CCO must have the ability to work collectively with the CEO and senior management to continue with the mission, vision, and values of our organization and ensure or maintain our continued financial asset growth, health, and member service standards.
Our CCO should have a proven track record of success, a high level of integrity and trust, excellent communication and interpersonal skills, and a team-oriented approach to management. A bachelor’s degree, passion for the industry, and 10 years of diverse commercial lending experience in a community bank, regional bank, or credit union with increasing levels of management responsibility and experience in SBA lending is necessary. Five or more years of experience as a Chief Credit Officer/Chief Lending Officer working in credit risk analytics and/or risk management with a financial institution to include the development of credit policy, underwriting standards, and the identification and mitigation of problematic loan relationships are also required. Financial institution experience at the executive management level is required, and we would prefer a master’s degree.
Smart Financial - People Passion Purpose
Keywords: bank, credit union, credit, commercial credit, CCO, Chief Credit Officer, EVP, Executive Vice President, SVP, VP, Vice President, risk, risk management, CRO, commercial loan, commercial lending, loan, business lending, CRE, commercial real estate, SBA, Small Business Administration, SBA loan, SBA lending, C&I, lending, bank, credit union, CLO, Chief Lending Officer, TX, Houston
AVP Consumer 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. With over $800 million in assets and eight 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 lending executive to join their team as the AVP of Consumer Lending. Reporting to the VP of Lending, they will be responsible for driving prudent consumer loan growth by providing leadership and strategic direction in alignment with True Sky's goals and objectives; oversee all facets of the consumer loan life cycle with a diligent focus on the member experience and operational excellence; collaborate within the organization to maintain, develop, and provide competitive and compliant loan products, programs, and services; and execute this approach to all areas of responsibility including, but not limited to Direct Lending, Indirect Lending and Credit Card Services. They will also be responsible for policy updates, policy 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 consumer lending, excellent leadership and communication skills and a passion for the industry. Five to eight years’ experience in consumer lending with at least two years of management experience and a history of growing the consumer loan portfolio required. Experience with trend analysis, lending operations, and using data/business intelligence for decision making also strongly preferred.
Keywords: Bank, credit union, consumer lending, direct lending, indirect lending, loan, HELOC, credit card, underwriting, consumer loan, auto lending, auto finance, finance, vice president lending, vice president, CLO, Chief Lending Officer, VP, bank, lending operations, sales, BI, data, business intelligence
Chief Executive Officer
Located in Newfane, NY, Ontario Shores Federal Credit Union has become one of the most well respected and financially sound credit unions in the industry. Originally established by teachers and employees in the Newfane Central School District, the Credit Union has continued to grow into a full-service community chartered financial institution that now serves Western New York with offices in Newfane and Medina. The Credit Union and Board of Directors have an exciting opportunity and are seeking a passionate, adaptable and results driven executive to expand the credit union as their 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 cooperatively with the board and management to continue with the mission and values of the organization to ensure the continued financial health and member service of the credit union. The CEO will be a strategist and be responsible for successful and calculated growth of the credit union while providing effective leadership and training to the employees’ while being involved in the community and industry.
This individual will be a visionary, servant leader, emotionally intelligent, and possess excellent communication and interpersonal skills, a team-oriented approach to management and a strong desire to be an integral part of the community. A bachelor’s degree or equivalent amount of education, certifications and experience and minimum of five years’ experience in a financial institution at the executive management level is required.
Chief Lending Officer
With $1.3 Billion in assets, 7 17 Credit Union is a progressive and community-minded financial institution in Ohio offering credit union membership to those who live or work in Trumbull, Mahoning, Columbiana, Portage, Summit and central Stark counties. With 13 branches and state of the art technology, 7 17 is able to provide banking services to more than 95,000 members in the greater Youngstown, Warren, Howland, Cortland, Vienna, Kent, Ravenna, Canfield and Canton areas and has become one of the most respected and financially sound institutions in the industry.
Reporting to the CEO, the credit union is looking for a strategic and tactical lending executive to join their team as the next Chief Lending Officer. Responsibilities include: Oversee the strategic direction of all lending operations to produce successful member service, loan growth, portfolio mix, product development and quality. Manage collections and recovery, indirect lending, automated lending systems, mortgage, home equity, commercial lending and loan servicing functions; oversee underwriting standards and policies, product development and risk-based pricing programs. As a member of the executive management team, shares fiscal responsibility, and sets and accomplishes the strategic plan of the Credit Union. The CLO will also create an environment in which lending staff and direct reports will be highly motivated and ensure staff has the tools necessary to accomplish individual and organizational objectives. They will also leverage technology for service delivery and process automation; establish lending goals consistent with the overall objectives of the credit union; and ensure all aspects of lending are compliant with federal and state regulations, and Credit Union Board Policies.
Bachelor’s degree, collaborative leadership style, strategic mindset, member-service focused attitude, excellent communication skills and minimum of 7-10 years in lending management; or 3-5 years of senior lending management experience in a comparably sized, member or customer-focused financial institution is required. High integrity, enthusiastic personality, good judgment, transparency, professionalism, and the ability to interact with employees and members also required. Background in consumer, mortgage and commercial lending preferred.
Chief Marketing Officer
Greater Texas Credit Union (also known as Aggieland Credit Union in the Brazos Valley) is a financially sound and well-respected $830 Million financial institution with headquarters located in eclectic Austin, TX. The credit union has an outstanding opportunity for a strategic and tactical leader to join their team as the Senior Vice President & Chief Marketing Officer. Founded in 1952, the credit union embraces the philosophy of the industry through its mission to enhance the financial well-being of members while preserving the unique benefits of cooperative ownership.
In this role you will oversee all marketing operations and functions with a goal to ensure the Credit Union’s marketing efforts are successful in helping outperform the competition. This role will be a heavy strategic contributor and business partner to the entire Executive team. To be successful in the role, you will need to be passionate about our business, creative, motivated, organized, and highly professional. Responsibilities include product management, product marketing, public relations, marketing communications, online marketing (including SEO), event planning, vendor management, social media, advertising, creative services, branding, and digital marketing and strategy. This role will also research and implement artificial intelligence (AI) into marketing programs focused on next product matching, personalized offers, consumer preferences, life-stage sales opportunities, etc. They will be the owner of the strategic relationship with Texas A&M University and Texas State University and oversee the brand development and reputation through the coordination of promotional campaigns, press releases, and other marketing efforts across multiple channels. They will also define the marketing strategies to support the credit union’s overall strategies and objectives and develop and manage a viable marketing plan with a multi-million-dollar budget.
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 forward-thinking mindset, track record of success, excellent communication skills and a passion for the industry. Bachelor’s degree, 5+ years of progressive marketing experience required. 5+ years of financial institution experience in a Customer Contact role and a Master’s degree preferred.
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. With $840 million in assets and eight 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 accounting professional to join their team as the Controller. This individual, under the direction of the CFO, is responsible for supervision and control of the general accounting functions and for the financial statement and report preparation. This role will be responsible for managing an accounting system that properly reflects the financial position of the credit union while ensuring the accuracy and timely completion of internal and external recording and reporting of financial transactions. This position serves as a resource in all aspects of accounting and ensures that accounting activities are in accordance with Generally Accepted Accounting Principles (GAAP) and regulatory requirements. This individual will lead the preparation of the annual budget and forecast process and will provide analytical and planning support to the CFO. A minimum of three years working in a financial institution is required. CPA, experience with Profitstar and branch accounting preferred. Experience with corporate income tax in a “not for profit” organization and audit experience would be beneficial. Please go to www.ShanleySearch.com and use reference TrueController
Keywords: Credit Union, CPA, CU, Bank, non-profit, GAAP, controller, accounting manager, vice president, finance, accounting, profitstar, CFO, chief financial officer, reporting, financial institution, statements, budget, audit, income tax, comptroller, financial analyst, bank, credit union, forecast, system, call report.
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 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.
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.