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We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Job DescriptionAccounts Payable / Accounts Receivable Specialist Santa Maria – Lompoc Area $25–$30 per hour (DOE) Schedule: Monday – Friday We are seeking a detail-oriented Accounts Payable / Accounts Receivable Specialist to join our team. The ideal candidate is organized, accurate, and experienced in managing both AP and AR functions in a fast-paced environment. ? Responsibilities: Process vendor invoices and payments Maintain accurate AP and AR records Prepare customer invoices and track receipts Reconcile accounts and resolve discrepancies Assist with month-end closing and reporting Communicate with vendors and customers professionally ?? Qualifications: 2+ years AP/AR experience preferred Strong attention to detail and accuracy Proficient with accounting software and Excel Excellent communication and organizational skills If you are reliable, motivated, and ready to contribute to a growing company, we’d love to hear from you! Equal Opportunity Employer / Disabled / Protected Veterans The Know Your Rights poster is available here: The pay transparency policy is available here: For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required. We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team. AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. #1125 Company DescriptionThis company offers growth and a great group of people to work with.

Job Description Job Summary We are seeking a detail-oriented and experienced Contracts Billing Specialist to manage billing processes related to contracts within our organization. Temp to hire, Located in Santa Maria Offering $20-26/hr. Responsibilities · Review and process new contracts, amendments, and change orders Enter and track all contract details and required signatures Maintain organized, up-to-date contract files Monitor contract milestones for billing, renewals, and closeouts · Prepare and issue client invoices according to contract terms and schedules Coordinate with project managers for job cost data and documentation Review and verify billing accuracy before submission Track payments and follow up on outstanding balances · Record financial transactions in QuickBooks Process payables, issue checks, and handle deposits Reconcile statements and support month-end close Maintain clean, organized, audit-ready records · Conduct collection calls and track communications Resolve payment discrepancies professionally and promptly Provide aging reports and collection updates to management · Maintain digital filing systems for billing, contracts, and correspondence Support internal audits and process improvements Assist with administrative projects for the accounting and management team Qualifications Experience · Bachelor’s degree in Accounting or a related field required · 3–5 years of experience in accounting, billing, or contract administration (construction or manufacturing industry a plus) · Proficient in QuickBooks and Excel (Smartsheet experience preferred) · Strong organizational, analytical, and problem-solving skills · Excellent communication and attention to detail · High personal accountability and ability to manage multiple priorities Company DescriptionOur Professional Division works with clients as a stakeholder in their hiring strategy and process. We facilitate a solid match for our employees and clients, examining the experience and team dynamics required for a great match. Our professional team was handpicked from 25 years of recruiting and staffing experience to build our Professional team to be the best in the industry. We focus on professional placements in your Executive Placement, Accounting & Finance, Human Resources, and Administrative Support areas. We place candidates leveraging direct hire, contract-to-hire, contingent, and “Smart Hire” modalities.Our Professional Division works with clients as a stakeholder in their hiring strategy and process. We facilitate a solid match for our employees and clients, examining the experience and team dynamics required for a great match. Our professional team was handpicked from 25 years of recruiting and staffing experience to build our Professional team to be the best in the industry. We focus on professional placements in your Executive Placement, Accounting & Finance, Human Resources, and Administrative Support areas. We place candidates leveraging direct hire, contract-to-hire, contingent, and “Smart Hire” modalities.

Job Description SUMMARY Under the direction of the FVP Senior Credit Manager, the Senior Commercial Underwriter is responsible for providing financial, credit, and trend analysis for the delivery of the Credit Union’s credit products and services to business clients and prospects. Keeps apprised of industry related, political, and regulatory issues to determine their impact on specific industries or clients. Structures and evaluates credit requests. Is responsible for determining the credit worthiness of borrowers and recommending credit decisions. Performs all duties in accordance with the Credit Union’s policies and procedures, as well as all state and federal laws and regulations. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs. Performs independent credit analysis and risk assessment of new and existing credit requests. Including, but not limited to, preparing analysis of financial statements for businesses from quality of earnings reports, financial projections, and audited statements. Should be very well-versed in modeling income statements, balance sheets and cash flow over multiple years and be able to perform a downside and break-even projection analysis with limited input. Interfaces with other Credit Union employees to ensure loan applications are completed and identifies documents that are missing or that require verification and/or clarification. Coordinates the ordering of reports and reviewing the same for acceptability, including but not limited to OFAC reports, flood certifications, title policies, and collateral information, which includes appraisal inquiries, UCC Searches, environmental due diligence and more. Effectively performs credit analyses, evaluates applications and eligibility determination, and develops financial forecasts of various borrowing entities and key principals. Follows CHCU loan policy and regulatory guidelines; structures and underwrites loans; and makes recommendations to the appropriate level of credit authority. Evaluates risk and mitigating factors. Analyzes data for identification of financial trends, transactions or events which would have a bearing on the future operations and financial health of the applicant. Analyzes personal and corporate financial statements to create an accurate profile of the creditworthiness of the client. Determines if applicant’s financial position can support the proposed debt. Keeps informed of changes in economic or market conditions that might affect credit risk. Prepares comprehensive credit presentations for approval by the appropriate credit authority. Seeks counsel from FVP Sr. Credit Manager when unusual underwriting situations occur. Records loan approvals, counter offers, and loan denials as specified within Credit Union guidelines. Ensures and coordinates the proper assembly of documents in loan files, including acceptances or denials in accordance with Credit Union guidelines. Responsible for the ordering of loan documents. Responsible for the review of loan documents prepared by the Business Services staff for accuracy and completion in accordance with the approved loan presentation and Credit Union guidelines. Updates and maintains loan production log. Performs annual reviews and financial analysis, as well as monitoring of loan covenants. Identifies opportunities to refer members or potential members to other departments offering solutions to their financial planning, loan, or savings account needs. Fully complies with all applicable laws and regulations as well as internal policies and procedures. Maintains excellent inter-departmental relationships to ensure outstanding service to internal and external members. Regularly attends and participates in in-house training. Performs duties as assigned by management and may be assigned to work at any location. QUALIFICATIONS The qualifications listed below are representative of the knowledge, skill and/or ability required to perform the essential functions of this position. Education and Experience Bachelor’s degree in Business, Finance, or Accounting or equivalent combination of training and experience. Four or more years business banking experience. Three or more years business loan underwriting experience. SBA loan underwriting experience highly desirable. Experience with regulatory exam process, as well as responses to findings preferred. Formal credit training preferred. Knowledge Credit Union products, services, programs, and promotions. Proficient in MS Office. Commercial lending best practices. USDA and SBA loan programs and procedures. Strong knowledge of credit, accounting, and financial analysis. Thorough understanding of applicable regulations. Knowledge of commercial credit analysis software desirable. Other Skills and Abilities Operates a variety of office equipment and machines. Travels, attends, and participates in meetings, seminars, and conferences held before and after normal business hours that may require unaccompanied long-distance travel and overnight lodging. Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the essential functions of this job, the employee: Occasionally (up to 3 hours per workday) Frequently (3 - 6 hours per workday) Regularly (more than 6 hours per workday) Sits X Stands X Walks X Bends neck or waist X Twists neck or waist X Stoops or kneels X Uses hands to finger, handle or grasp X Repetitively uses fingers X Reaches, pulls or pushes below shoulder level X Reaches, pulls or pushes above shoulder level X Lifts and carries 11 to 25 pounds Up to 10 pounds Talks X Hears X Sees X Drives a vehicle X Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Working Condition: The worker is not substantially exposed to adverse environmental conditions. Mobility Moderate Noise Level Moderate AFFIRMATIVE ACTION/EEO STATEMENT: CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law. For our EEO Policy Statement, please click here. If you’d like more information on your EEO rights under the law, please click here.

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Competitive salary, • Dental insurance, • Health insurance, • Opportunity for advancement, • Paid time off, • Training & development Staff Accountant Contracts & Billing Specialist Full-Time | Onsite | [Santa Maria, CA] About Signs of Success Were a leading sign and architectural graphics company known for our craftsmanship, attention to detail, and commitment to doing things right. Our projects range from commercial signage to architectural wayfinding, and our success depends on the accuracy and organization of our financial systems. About the Role Were looking for a Contract Accountant / Billing & Contract Administrator who can take ownership of our contract and billing processes from start to finish. This position is ideal for someone who: • Enjoys working with complex details and structured systems, • Has a strong sense of ownership and accountability, • Can anticipate issues and solve problems independently, • Communicates clearly and collaborates across departments Youll manage contracts, billing, and collections, ensuring all financial documentation is accurate, timely, and complete. Key Responsibilities Contract Administration • Review and process new contracts, amendments, and change orders, • Enter and track all contract details and required signatures, • Maintain organized, up-to-date contract files, • Monitor contract milestones for billing, renewals, and closeouts Billing & Invoicing • Prepare and issue client invoices according to contract terms and schedules, • Coordinate with project managers for job cost data and documentation, • Review and verify billing accuracy before submission, • Track payments and follow up on outstanding balances Accounting & Recordkeeping • Record financial transactions in QuickBooks, • Process payables, issue checks, and handle deposits, • Reconcile statements and support month-end close, • Maintain clean, organized, audit-ready records Collections & Communication • Conduct collection calls and track communications, • Resolve payment discrepancies professionally and promptly, • Provide aging reports and collection updates to management Administrative Support • Maintain digital filing systems for billing, contracts, and correspondence, • Support internal audits and process improvements, • Assist with administrative projects for the accounting and management team Qualifications • Bachelors degree in Accounting or a related field required, • 35 years of experience in accounting, billing, or contract administration (construction or manufacturing industry a plus), • Proficient in QuickBooks and Excel (Smartsheet experience preferred), • Strong organizational, analytical, and problem-solving skills, • Excellent communication and attention to detail, • High personal accountability and ability to manage multiple priorities Compensation & Benefits • Competitive salary based on experience, • 401(k) with company matching, • Health and dental insurance, • Paid time off and holidays, • Ongoing training and professional development, • Gym membership reimbursement Why Youll Love Working Here At Signs of Success, youll join a collaborative team that values precision, integrity, and reliability. Youll have the opportunity to strengthen our accounting systems, contribute to the companys growth, and take pride in work that supports beautiful, high-quality projects seen throughout our community.

Job DescriptionWe are looking for a dedicated Accounts Payable Specialist to join our team in Santa Maria, California. In this long-term contract role, you will play a key part in managing financial operations, ensuring accurate and timely processing of invoices, and supporting overall accounting functions. This position offers an excellent opportunity to contribute to a fast-paced environment while enhancing your expertise in accounts payable and financial processes. Responsibilities: • Coordinate and manage accounts payable processes, including matching invoices with purchase orders and issuing checks., • Prepare and process bank deposits to ensure accurate financial records., • Enter accounting data and invoices efficiently and accurately using 10-key and keyboard., • Communicate with various locations to address and resolve inter-company accounting discrepancies., • Support the accounting team in performing routine and ad hoc financial tasks., • Maintain compliance with accounting policies and procedures to ensure accurate reporting., • Utilize software tools such as Microsoft Excel and Sage100 to streamline accounting processes., • Assist with check runs and Automated Clearing House (ACH) transactions., • Ensure proper coding of invoices and account documentation., • Perform additional tasks as assigned by management to support day-to-day operations.• Associate degree in Accounting/Finance or 3+ years of relevant work experience., • Proven experience in accounts payable processes and procedures., • Strong data entry skills with proficiency in 10-key and keyboard operations., • Solid understanding of accounting principles and financial concepts., • Exceptional attention to detail and ability to manage multiple priorities efficiently., • Demonstrated ability to work independently with a high level of professionalism., • Proficiency in Microsoft Office, particularly Excel; experience with Sage100 is a plus., • Impeccable work ethic and commitment to maintaining accuracy in all tasks.

Job Description Searching for Real Estate Agents in Los Angeles, California – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Los Angeles, California. Applicants without a real estate license are invited to apply. You need a license to become a real estate agent before being considered for the position. If you are unlicensed or in the process, once your application is received, you will be contacted by our partnered real estate school* with information on how to obtain your real estate license. About Coldwell Banker: Founded in 1906, Coldwell Banker is recognized nationally and internationally for the quality and innovation with which it approaches the real estate needs of clients across 3,000 offices in 49 countries and territories. Learn more about our history here: What to Expect as a Coldwell Banker Agent: As a member of the team, we will provide you with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly. You will receive the best marketing platform the industry has to offer for promoting your client’s listings. Our mentors will provide hands-on training pertaining to business strategies and provide support through your initial transactions. Working as a real estate agent is not just a career, it is a lifestyle choice. You can become your own boss, earn an income without limitation and enjoy the flexibility of your own schedule. Responsibilities • Represent home sellers and home buyers in real estate transactions, • Coordinate with third party entities, • Communicate with leads through in-person meetings, phone calls, digital media, open houses and more, • Foster client relationships, • Negotiate purchase agreements, manage client issues, • Active real estate license, • Motivation and willingness to learn and excel in their field, • Strong communication skills, • Thrives in a professional atmosphere, • Entrepreneurial mindset with an appetite for learning new skills, • Optimistic, hardworking, detail-oriented Real estate agents are independent contractors, not provided a salary or hourly wage. This means your income potential has no limit. Full-time real estate agents at Coldwell Banker can make $100,000+ in their first 1-2 years. Whether you are a licensed agent or you are seeking to earn your real estate license, your application is welcome! Apply today! Powered by JazzHR Fj7eEbenqt

Job Description SUMMARY The Financial Crimes Investigator role is primarily responsible for Monitor and review financial and non-financial transactions for fraud and triaging, and appropriately mitigating fraud risk based upon automated alerts, credit union reports, and internal and external escalations. Under the direction of the Fraud Officer, the Financial Crimes Investigator is responsible for executing and documenting comprehensive and effective investigations of fraud incidents and member claims by collecting evidence, researching activity, and interviewing claimants, witnesses, and victims of fraud and scams. Acts as a first point of contact in responding to both internal and external inquiries made to the CoastHills Credit Union Fraud Department. Maintains regulatory compliance in all mitigation and investigatory actions. Creates and submits SAR reporting to FinCEN as required and supports internal reporting through case and data management as assigned by the Fraud Officer. Works closely with internal partners to understand emerging fraud trends identified by front lines and 1FloD and advises on potential response actions escalating when appropriate. ESSENTIAL FUNCTIONS • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all duties, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs., • Reviews and monitors consumer and business accounts for unusual or suspicious activity. Responsible for working with and monitoring suspicious items across various complex fraud detection tools and systems., • Uses multiple reporting mechanisms to monitor and analyze member transaction data to prevent fraud by identifying suspicious activity patterns across all banking channels and member interfaces., • Conducts daily triage of automated, manual, and referred fraud monitoring alerts and reports and performs mitigating actions., • Uses a risk-based approach to balance fraud mitigation with a positive member experience., • Investigates incidents of suspected financial and non-financial fraud by gathering data from multiple sources, conducting interviews, researching transactions, and analyzing evidence to identify risk, determine credit union financial liability, and provide case resolution., • Acts as first point of contact for the department’s internal and external inquiries and escalations by email, messaging, and phone to assist in researching potential and actual fraudulent incidents, share best practices, and provide risk alerts., • Works proactively with internal partners to deliver ad hoc guidance in fraud incident CU actions and to optimize loss avoidance and recovery strategies across multiple channels., • Maintains case documentation in accordance with credit union standards including creating and submitting to the Fraud Officer for review all regulatorily reporting., • Conducts time-sensitive investigations of alerted and referred transactions and individuals for suspicious activity, utilizing several internal and external resources, including law enforcement., • Counsels members on identity theft and appropriate protection mechanisms; coordinates or assists with recovery of losses due to fraudulent, illegal or improper activities., • Escalates complex investigations, internal fraud incidents, and incidents with significant exposure/risk to the CHCU Fraud Officer., • Assists in the development and implementation of appropriate policies, procedures, disclosures, notices, and forms to comply with legislative and regulatory changes or new requirements related to fraud prevention or security., • Assists with the preparation of monthly reports to keep management informed of fraud related activities., • Prepares and submits FinCEN SAR reports to Fraud Officer for regulatory reporting., • Maintains direct and current working knowledge of Credit Union policies, procedures, and services., • Pursues specialized fraud prevention training to keep abreast of local, state, and federal trends., • Maintains current knowledge of the Red Flag Rules, FACT Act, Implementing Rules to the Fair Credit Reporting Act, Bank Secrecy Act and all related anti-money laundering and OFAC regulations., • Maintains awareness of and adheres to applicable laws, regulations, and policies., • Regularly attends and participates in in-house training., • Performs duties as assigned by management and may be assigned to work at any location. COMPETENCIES Critical Thinking Attention to Detail Organization Communication Member Service Orientation Judgment QUALIFICATIONS The qualifications listed below are representative of the knowledge, skill and/or ability required to perform the essential functions of this position. Education and Experience Three or more years increasingly responsible related experience within a financial institution or an investigations environment. Knowledge of credit union operational activities and a variety of federal and state laws and regulations. Certificates, Licenses and Registrations CFE/CFCA Preferred Knowledge Well-rounded background in all aspects of credit union department functions, policies, and procedures. Credit union laws and regulations. Well versed in financial fraud schemes and investigation strategies. Advanced skills with MS Office Suite (Word, PowerPoint, Excel) required, as well as auditing software. Other Skills and Abilities Ability to be bonded. Operates a variety of office equipment, machines, audio/visual equipment and aids, cameras and other digital equipment. Travels, attends, and participates in meetings, seminars, and conferences held before and after normal business hours that may require unaccompanied long-distance travel and overnight lodging. Ability to work a variety of hours, including evenings and weekends. AFFIRMATIVE ACTION/EEO STATEMENT: CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law. For our EEO Policy Statement, please click here. If you’d like more information on your EEO rights under the law, please click here.

Job Description Searching for Real Estate Agents in Los Angeles, California – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Los Angeles, California. Applicants without a real estate license are invited to apply. You need a license to become a real estate agent before being considered for the position. If you are unlicensed or in the process, once your application is received, you will be contacted by our partnered real estate school* with information on how to obtain your real estate license. About Coldwell Banker: Founded in 1906, Coldwell Banker is recognized nationally and internationally for the quality and innovation with which it approaches the real estate needs of clients across 3,000 offices in 49 countries and territories. Learn more about our history here: What to Expect as a Coldwell Banker Agent: As a member of the team, we will provide you with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly. You will receive the best marketing platform the industry has to offer for promoting your client’s listings. Our mentors will provide hands-on training pertaining to business strategies and provide support through your initial transactions. Working as a real estate agent is not just a career, it is a lifestyle choice. You can become your own boss, earn an income without limitation and enjoy the flexibility of your own schedule. Responsibilities • Represent home sellers and home buyers in real estate transactions, • Coordinate with third party entities, • Communicate with leads through in-person meetings, phone calls, digital media, open houses and more, • Foster client relationships, • Negotiate purchase agreements, manage client issues, • Active real estate license, • Motivation and willingness to learn and excel in their field, • Strong communication skills, • Thrives in a professional atmosphere, • Entrepreneurial mindset with an appetite for learning new skills, • Optimistic, hardworking, detail-oriented Real estate agents are independent contractors, not provided a salary or hourly wage. This means your income potential has no limit. Full-time real estate agents at Coldwell Banker can make $100,000+ in their first 1-2 years. Whether you are a licensed agent or you are seeking to earn your real estate license, your application is welcome! Apply today! Powered by JazzHR 2tarjgKlxI

Job DescriptionSUMMARY Under the general supervision of the Branch Manager, the Member Services Officer 1 is responsible for performing a wide range of basic banking transactions, assisting Credit Union members with their banking needs and effectively cross-selling products, services, and solutions. Promotes and maintains a positive image of the Credit Union. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs. • Provides services to members by performing banking transactions such as deposits, withdrawals, transfers, and loan payments as directed by the Office Procedures Manual (OPM)., • Prepares and processes transaction requests by telephone and mail., • Prepares authorized account charges., • Processes money orders, cashier’s checks, and other services., • Actively explains, promotes and cross-sells Credit Union services, products, programs, and investment opportunities., • Proactively responds to members’ inquiries and requests using product knowledge., • Assists members in completing forms and documents., • Resolves errors and member concerns in a timely manner., • Balances cash and coin accurately and maintains appropriate cash levels within limits., • Remains current on knowledge of Credit Union policies, procedures, and services., • Performs duties as assigned by management and may be assigned to work at any branch. QUALIFICATIONS The requirements listed below are representative of the knowledge, skill, and/or ability required. Education and Experience Relevant customer service and/or cash handling experience in a retail or banking environment. Certificates, Licenses and Registrations None. Knowledge Within six months of employment: Successful completion of core competencies certification. Knowledge of branch operational activities and basic understanding of lending practices and policies. Knowledge of Board policies and Credit Union goals, organizational structure, policies, procedures (including OPM and Employee Handbook) and practices. Completion of New Employee Training Program. Other Skills and Abilities Successful completion of pre-employment testing. Operates a variety of office equipment and machines. Ability to travel, attend, and participate in training and meetings at various locations. AFFIRMATIVE ACTION/EEO STATEMENT: CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law. For our EEO Policy Statement, please click here. If you’d like more information on your EEO rights under the law, please click here.

Job Description SUMMARY Under the general supervision of the Call Center Supervisor, the Member Services Officer 2 is responsible for performing a wide range of banking transactions, assisting members with their banking needs and effectively cross-selling products, services and solutions. Some duties may involve working with members via ITM. Promotes and maintains a positive image of CoastHills. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs. Opens new membership and share accounts and closes all accounts. Provides services to members by performing basic banking transactions such as deposits, withdrawals, transfers, and loan payments as directed by the Office Procedures Manual (OPM). Prepares and processes transaction requests by telephone and mail. Prepares authorized account charges. Prepares and processes stop payments/revoke authorizations, check orders, bank wires, money orders, and other services. Proactively responds to members’ inquiries and requests using product knowledge. Approves transactions within authorized limits. Actively explains, promotes and cross-sells Credit Union services, products, programs, and investment opportunities. Assists members in completing forms and documents. Resolves errors and member concerns in a timely manner. Balances cash and coin accurately and maintains appropriate cash levels. Assists in the training of new employees in the branch. Remains current on knowledge of Credit Union policies, procedures, and services. Performs duties as assigned by management and may be assigned to work at any branch QUALIFICATIONS The requirements listed below are representative of the knowledge, skill, and/or ability required. Education and Experience Minimum one year of customer service and/or cash handling experience in a retail or banking environment. Certificates, Licenses and Registrations None. Knowledge Within six months of employment: Successful completion of core competencies certification. Knowledge of branch operational activities and basic understanding of lending practices and policies. Successful completion of Member Services Officer Level 2 certification. Other Skills and Abilities Successful completion of pre-employment testing. Operates a variety of office equipment and machines. Ability to travel, attend, and participate in training and meetings at various locations. AFFIRMATIVE ACTION/EEO STATEMENT: CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law. For our EEO Policy Statement, please click here. If you’d like more information on your EEO rights under the law, please click here.

Job Description SUMMARY Under the general supervision of the Branch Manager, the Member Services Officer 3 – Relationship Specialist identifies the financial needs of Credit Union members and effectively cross-sells products, services, and solutions. Responsible for performing a wide variety of loan and deposit-based functions. Researches, analyzes, and resolves a broad range of complex customer issues. Provides a high level of responsiveness to member inquiries by phone, email, or in person. Promotes and maintains a positive image of the Credit Union. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs. Prepares and processes loan-related transaction requests, in person or by telephone. Actively explains, promotes and cross-sells Credit Union services, products, programs, and investment opportunities. Resolves errors, member problems and/or complaints in a timely manner. Accurately operates a variety of office equipment and machines. Opens new membership and share accounts, and cross-sells products as appropriate. Thoroughly understands features and benefits of GAP (Guaranteed Asset Protection), MBI (Mechanical Breakdown Insurance) and Debit Cancellation (Life, Unemployment, Disability). Promotes, quotes, and sells to penetration levels set forth by Credit Union. Assists members in identifying loan and deposit products and follows appropriate procedures. Performs advanced problem resolution and account adjustments. Promotes, quotes, and sells GAP (Guaranteed Asset Protection), MBI (Mechanical Breakdown Insurance), and Debt Cancellation (Life, Unemployment, Disability) during the loan application and funding process to penetration levels set forth by Credit Union. Performs duties as a Membership Officer as prescribed under Policy 1150 of the Credit Union Policy Manual. Maintains current job knowledge of Credit Union policies, procedures, and services. Makes outbound calls to initiate and process new loan and deposit products from new and existing members. Reviews credit reports to identify opportunities and cross-sell additional loan and ancillary products. Assists in coaching and development of other branch employees. Performs MSO 1, MSO 2, and MSO 3 – Operations Specialist duties as needed. Performs duties as assigned by management and may be assigned to work at any branch. QUALIFICATIONS The requirements listed below are representative of the knowledge, skill, and/or ability required. Education and Experience High school diploma or equivalent. Two years of progressive sales and cross-selling experience in a financial or retail environment. Certificates, Licenses and Registrations None. Knowledge Within six months of hire: Successful completion of core competencies certification. Successful completion of Member Services Officer 2 certification. Knowledge of consumer loans, including processing and funding. Successful completion of Member Services Officer 3 certification. Knowledge of Credit Union products and services. Proficiency in MS Office (especially Word) highly desirable. Other Skills and Abilities Operates a variety of office equipment and machines. Ability to travel, attend, and participate in training and meetings at various locations. AFFIRMATIVE ACTION/EEO STATEMENT: CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law. For our EEO Policy Statement, please click here. If you’d like more information on your EEO rights under the law, please click here.