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Open Positions

Title

Loan Processor – Consumer or Mortgage

Location Vancouver, WA
Job Information

The Loan Operations Department seeks to fill the position of Loan Processor with a minimum of  1 year consumer or mortgage loan processing experience. Our Loan Processors are professionals who process a high volume of loan applications.  They ensure that all loans are complete and in compliance with Columbia Credit Union, Investor, State and Federal regulatory requirements. 

Our Loan Processors provide members, loan officers, realtors, and builders effective communication regarding file status and service.

This individual should have excellent written and verbal skills, good problem solving skills and strong attention to detail.  Our loan processors are adept at all aspects of loan products and guidelines and must be comfortable in a fast-paced, dynamic environment.  

Apply online or Employment Application (PDF 302KB)


Title

Member Service Associate-FT (Teller)

Location Vancouver, WA
Job Information

Member Service Associates assist Columbia Credit Union members in reaching their financial goals by providing the highest level of service and selling banking products. Position requires previous cash handling, sales, and customer service experience. Financial experience preferred. Requires availability Monday through Friday 8:30 to 6:30 and half day Saturday.

Apply online or Employment Application (PDF 302KB)


Title

PC Technician

Job Information

Columbia Credit Union is looking for a PC Technician (full-time). The primary responsibility of this position will be to provide exceptional support for staff regarding personal computers and software applications throughout the Credit Union.

Requirements:

  • Strong commitment to customer service
  • Ability to independently diagnose and resolve personal computer related problems
  • Talent for working with non-technical staff in a friendly, fast-paced environment
  • Proficient in the use of Windows-based PC hardware and experienced with Windows operating systems
  • Able to work with third party vendors to install, configure, and troubleshoot a variety of client/server applications
  • An Associate’s degree in Computer Science or a related discipline is desirable
  • A+ Certification with additional certifications preferred
Apply online or Employment Application (PDF 302KB)


Title

Investment Services Assistant

Job Information

The Wealth Management team is seeking an Investment & Insurance Sales Assistant to provide full support to the Wealth Management Investment Advisors, by ensuring client satisfaction through direct client contact, frequent contact with vendors, daily interaction with Columbia Credit Union Branch team members, and adherence to regulatory standards. This position will support 2 or more Wealth Management Investment Advisors by executing various investment & insurance transactions daily, taking appropriate action on behalf of client accounts at the direction of the Investment Advisors, maintaining files, preparing client document and researching client issues.

The ideal candidate will work independently, while complying with corporate and regulatory procedures. Knowledge of the Investment and Insurance Industry, Series 6/7 and 63 securities registration is preferred.

Requirements

  •  2-5 years-experience in financial services and/or insurance industry experience. Bachelor’s degree preferred.
  • Excellent verbal and written communication skills.
  • Be able to multi-task various projects and time sensitive deadlines daily.
  • Exceptional client services skills, and technical proficiency, including but not limited to; Microsoft Windows, Word and Excel.

 

Apply online or Employment Application (PDF 302KB)


Title

VP Marketing

Location Vancouver, WA
Job Information

We are seeking a creative, analytical and energetic VP Marketing to develop, implement, monitor and evaluate our brand, marketing and communication efforts. The right person will champion all delivery channels and business lines in support of our mission to make life better for each other, our members, and the communities we serve. This position reports to the SVP Marketing & Chief Deposit Officer.

BA in Marketing, Communications or related discipline and a minimum of 10 years in a similar position with a large, complex organization required. Financial institution experience a plus.

Responsibilities: 

• Be a designer and catalyst of our overarching brand, comprehensive marketing plan and associated budget including a social media strategy complying with FFIEC risk management best practices.

• Manage marketing vendors and conduct required vendor due diligence. Hire, inspire, mentor and supervise the in-house marketing team.

• Create promotional campaigns that generate loyalty and growth in product and channel delivery use including: mortgage, wealth management’s insurance and investment services, business and consumer loans and deposits, debit and credit card, and our ever-expanding suite of e-commerce solutions.

• Collaborate closely with cohorts around our internal communication and marketing needs including oversight of our intranet content. Provide innovative support for training, HR, outreach, and community giving efforts to make life better.

• Have a strong knowledge of media KPIs and best practices around print, electronic/email, social, and mass media to efficiently and effectively grow brand ambassadors, product/service use and drive traffic to our online, mobile, social media, and physical branches. Manage the content and regulatory compliance of our website and social media sites.

•  Be a creative genius in the land of numbers! Enjoy digging into demographic and member data to uncover insights and learnings including segmentation improvements, product design recommendations, and campaign ROIs. Be a dynamic presenter of information whether in an individual or group setting; written or verbal.

 

Apply online or Employment Application (PDF 302KB)


Title

Wealth Management Investment Advisor

Location Vancouver, WA
Job Information

Join the team of respected professionals voted Clark County’s BEST Financial Institution for the past 7 years as an IAR in our Wealth Management department. Columbia CU serves nearly a third of Clark County households making us the #1 locally-headquartered deposit holder with the strength and stability of more than a $1 billion in assets.

As an Advisor you’ll collaborate with other Columbia CU employees to create a stellar member experience, striving to make life better by offering insurance, investments, and advisory services exclusively to our membership. Our Advisor will have the opportunity to build new business while taking over a well-established existing book with trails.

Requirements:

  •   Minimum five to seven years financial advising experience with proven track-record of success in direct investment and insurance sales
  •   Bachelor’s degree in business/related field or equivalent professional certification or graduate degree.
  •  Series 7 and 63/65 or 66 Securities Registration and Variable Life and Health Insurance licenses, valid in Washington and Oregon.
  •   Clean U-4

Advisors are employed by Columbia CU and registered through Cetera Advisor Networks LLC (Cetera) a broker-dealer member FINRA/SIPC and SEC Registered Investment Advisor. Cetera is not affiliated with Columbia CU or its subsidiaries however, through a third party agreement between Columbia CU and Cetera, Advisors make non-deposit insurance and investment products and services available to credit union members.Securities and investment advisory services and products are: Not Deposits * Not NCUA/NCUSIF Insured * Not Insured by Any Federal Government Agency * Not Guaranteed by Columbia CU * May Lose Value

Apply online or Employment Application (PDF 302KB)


Title

Assistant Vice President of Training

Location Vancouver, WA
Job Information

Columbia Credit Union is seeking an AVP of Training to assist in advancing the strategic direction of the Credit Union by improving the skills and productivity of employees. The role will be responsible for the effective development, coordination and presentation of training and development programs for all employees.

RESPONSIBILITIES

  • Assess developmental needs to drive training initiatives and identify and arrange suitable training solutions for employees. 
  • Actively search, creatively design and implement effective methods to educate, and enhance performance.
  • The role will require Coordination with the Senior VP of Human Resources on all training needs.
  • The individual will also be expected to represent Columbia through volunteerism and community involvement.

REQUIREMENTS

  • Bachelor’s degree in education, business administration or liberal arts coupled with at least six years of training experience using adult learning techniques, or ten years, or more, of teaching/training experience using adult learning techniques.Advanced degree preferred.
  • Human Resource and/or Credit Union experience is highly desirable.
  • The individual must possess strong leadership skills, a professional demeanor and solution oriented focus employing strong team strategies.
  • Excellent communication and presentation skills, both verbally and in written, and the ability to train staff at all organizational levels. 
  • Experience with Microsoft Word, Excel, Power Point, Access and Internet.
  • Proven ability to lead by example and foster mentoring relationships as well as momentum for organizational change.
  • Strong analytical and organization skills, ability to multi-task and function in a goal-oriented atmosphere.
Apply online or Employment Application (PDF 302KB)


Title

Home Loan Officer – Call Center Lending

Location Vancouver, WA
Job Information

Home Loan Officers play a key role in helping promote Columbia’s mortgage business as well as educating members and employees by providing technical expertise and developing cross-sale opportunity. Must be team oriented. This role requires a professional self-starter, who is detail-orientated with excellent work ethics combined with an outgoing, positive approach to member service. The selected candidate must possess strong judgment and decision making skills. This position is hourly plus commission.

Responsibilities

This position is responsible for originating new mortgage loans by engaging members via web chat or phone in the Call Center Lending Department, or by contacting members who have submitted web applications. Responsible for interviewing applicants for mortgage loans and assisting in the processing of applications consistent with credit union policies and all applicable department-specific, NCUA, Federal and State Compliance, wholesale/secondary market mortgage lending rules and guidelines.Gather background information and analyze loan applicants’ credit and financial history.  Must be highly member focused and must consistently provide high levels of member service.Maintain a thorough knowledge of home loan products, programs, and procedures, possess the ability to liaison between multiple credit union departments (cross-sell), is responsive to senior management requirements and operates in accordance with Credit Union policy.Confer with underwriters to aid in resolving mortgage application problems and handle member concerns with appropriate action steps to reach resolution.

Requirements

  • Minimum 2+ years lending experience, mortgage lending preferred
  • Will require NMLS Registration
  • Knowledge of the originating and closing requirements for conventional, FHA, VA, and non-conforming portfolio loan programs & Credit Union, State, Federal, Wholesale, and Secondary Market Policies related to mortgage lending
  • Must have experience with and be familiar with multiple computer programs including LOS systems, Microsoft products (Word, Excel, etc.), and other computer programs as required. Possess strong analytical, mathematical skills.  Should be proficient at financial calculators.
  • Must have superior written and verbal communications skills when dealing with members, co-workers and management.
  • Must be able to handle a large volume of detail under pressure deadlines. Excellent organizational and time management skills.
Apply online or Employment Application (PDF 302KB)


Title

Home Loan Officer – Branch

Location Vancouver, WA
Job Information

Columbia Credit Union is looking for a Loan Officer to join our Home Loans Team. This position is responsible for origination of First Mortgage loans, including refinance, purchase, and construction loans.  Requires thorough knowledge of First Time Home Buyer, Conventional, and Jumbo policies and procedures.  Must have the ability to assist current members, as well as work with outside sources to develop new member business. This position is hourly plus commission.

 Requirements

  • Supporting Member mortgage needs for 3 assigned branch locations

  • Coaching branch staff to identify referral opportunities

  • Coordinate scheduling of appointments and travel to different branch locations

  • Partner with Wealth Management and Business Lending for lead opportunities

  • Identify and foster relationships with local Realtors and Builders

  • Excellent communication and organizational skills, strong self-starter.

  • Position requires NMLS MLO

  • Min. 8 years mortgage experience

 

Apply online or Employment Application (PDF 302KB)


Title

VP Lending Operations

Location Vancouver, WA
Job Information

 

 The goal of this role is to deliver a consistent & compliant consumer and home loan underwriting, processing and servicing experience across all delivery channels. This is a leadership role responsible for strategic planning & execution; profitability; compliance and loan quality; as well as member retention. This leader must maintain a thorough knowledge of underwriting guidelines, credit union operating procedures, all loan products, and credit union risk and profitability goals. This is a highly collaborative role which requires the ability to liaison between multiple credit union departments, is responsive to executive management requirements and operates in prescribed budget.  This leader is highly member-focused and hands-on while insuring that staff consistently provides high levels of member service.  Leads strong operational strategy and guides operational initiatives. Reports to the SVP, CLO – Consumer Channels.

This position is responsible for all loan quality and growth goals which includes developing and administering underwriting guidelines; streamlining and creating consistent processes for loan originations and servicing; managing vendor and dealer relationships; and recruiting, hiring, training and managing teams of new and existing staff to maximize operational efficiency across all product sets and delivery channels. Keeps abreast of emerging trends, market and regulatory changes and participates at a volunteer level within the communities we serve. Directly manages the Underwriting; Processing; Funding; Closing; and Servicing staff. The scope includes Direct and Indirect secured loans, credit cards, personal loans and lines of credit, and all real estate secured loans.

Required Experience

The ideal candidate will have extensive underwriting and lending operational experience with a broad array of consumer and home loan products. They will have a solid track record of ensuring processes are efficient, compliant and well documented, meeting department, company and government-regulated audit and compliance requirements, including: pipeline reports, loan submission and approval on the loan system, HMDA reports, Reg. X disclosures, and Reg. Z financial data. They will have experience in a key leadership role, developing and executing on strategies that grow loan volume as well as grow highly effective teams.

  • Minimum 10 years in lending / Minimum 5 years in a lending leadership role
  • Bachelor’s degree in Business Administration, Finance or related preferred
  • Demonstrated success leading managers and support teams to successful achievement of goals
  • In depth knowledge of secured and unsecured loan operations and loan underwriting
  • Broad knowledge of real estate and consumer lending processes and regulatory requirements
  • Experience managing P&L, goal setting, underwriting, compliance, and staffing
  • Ability to assist in remedy of deficiencies when appropriate
  • Contract negotiations & Vendor management experience
  • Proficient in Microsoft Word, Excel and Internet
  • Strong analytical skills
  • Strong communication skills both written and orally
Apply online or Employment Application (PDF 302KB)