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The Compliance Specialist will work closely with the VP, to develop, implement, and oversee the compliance program for Copper Financial Network, LLC (“Copper”), a FINRA registered broker-dealer and SEC Registered Investment Adviser. Responsibilities include serving as a compliance liaison within the organization, performing research and interpretation of laws and regulations, designing and implementing updates to firm procedures, planning and conducting assigned compliance reviews, and preparing and communicating reports to all levels of management. This position will focus on mitigating risk while being proactive and providing a high-level of service through guidance and support to financial advisors and other departments within...
The Compliance Specialist will work closely with the VP, to develop, implement, and oversee the compliance program for Copper Financial Network, LLC (“Copper”), a FINRA registered broker-dealer and SEC Registered Investment Adviser. Responsibilities include serving as a compliance liaison within the organization, performing research and interpretation of laws and regulations, designing and implementing updates to firm procedures, planning and conducting assigned compliance reviews, and preparing and communicating reports to all levels of management. This position will focus on mitigating risk while being proactive and providing a high-level of service through guidance and support to financial advisors and other departments within...
Job Summary
The Video Teller provides support and service to new and existing Credit Union members using ITM digital video interactions. Provides a prompt and professional member experience while focusing on building and enhancing member relationships to foster financial peace of mind.
**Schedule: M-F from preferred shift time (8-5, 8:30-5:30, 9-6) and rotating Saturdays from 8am-4pm**
The Teller position involves providing outstanding member service through the execution of financial transactions and assisting members with their financial needs. The role places emphasis on fostering member relationships by proactively recommending products and services to meet their needs. They follow policies and procedures to actively prevent fraud, adhere to compliance standards and ensure accurate information is captured in applicable systems during member transactions.
**This is in a Hy-Vee Branch that works in store hours**
Conducts reviews on audited loan files to ensure external auditors appropriately address all originations and servicing quality control requirements. Also, acts as a secondary liaison between TruHome and the quality control vendor.
This position will be responsible for the daily cash posting, daily cash reconciliations, lockbox operations, daily process of mortgage insurance (MI) remittance premiums, auto and borrower requested MI cancellations, monthly loan level reporting, task/email processing, and check refunds/reversals.
This position is responsible for handling a variety of correspondence received either by department email or by general mail and may assist with various member servicing projects. Requires working in a department email inbox to assist clients, members, and other third parties with requests; that may include but are not limited to include address corrections, account research, balance inquires, name changes, payment application as well as credit reporting concerns. When needed, this position will also be responsible for handling a variety of member services calls in a prompt and courteous manner.
TruHome Solutions* has provided private-label mortgage services to credit unions since 2004. By partnering with us, you’ll break through the barriers of cost, regulation, and technology, resulting in increased loyalty and service of your members in one of the most important times of their lives.
This position is responsible for handling a variety of member services calls in a prompt and courteous manner. Requires working in an automated call queue to assist our customers, resolve mortgage related questions and issues that may include but are not limited to include address corrections, account research, balance inquires,
name changes, payment applications as...
Copper Financial is hiring a Wealth Advisor for our credit union partner, University Credit Union, located in Davis, CA. This is an exciting opportunity for a Wealth Advisor to help members achieve their long-term financial goals. The position is responsible for developing customized financial plans, making investment recommendations, and providing ongoing support to members.
Copper Financial is a FINRA registered broker-dealer and SEC RIA, owned by CommunityAmerica Credit Union, one of the nation’s largest credit unions based in Kansas City. We are an innovative organization dedicated to providing wealth management services to other credit unions throughout the country to help meet every...
Copper Financial is hiring a Wealth Advisor for our credit union partner, University Credit Union, located in La Jolla, CA. This is an exciting opportunity for a Wealth Advisor to help members achieve their long-term financial goals. The position is responsible for developing customized financial plans, making investment recommendations, and providing ongoing support to members.
Copper Financial is a FINRA registered broker-dealer and SEC RIA, owned by CommunityAmerica Credit Union, one of the nation’s largest credit unions based in Kansas City. We are an innovative organization dedicated to providing wealth management services to other credit unions throughout the country to help meet every...
Copper Financial is hiring a Wealth Advisor for our new credit union partner, EFCU Financial Federal Credit Union, located in Baton Rouge, LA. This is an exciting opportunity for a Wealth Advisor to help members achieve their long-term financial goals. The position is responsible for developing customized financial plans, making investment recommendations, and providing ongoing support to members.
Copper Financial is a FINRA registered broker-dealer and SEC RIA, owned by CommunityAmerica Credit Union, one of the nation’s largest credit unions based in Kansas City. We are an innovative organization dedicated to providing wealth management services to other credit unions throughout the country to help...
The Benefits Specialist is responsible for the administration of employee benefit plans and related programs, including, but not limited to: medical, dental, vision, life insurance, 401(k), well-being, and disability. Provides support to employees and management regarding questions on benefit program offerings, administration, reporting and compliance (including COBRA, HIPAA, Leaves, and ADA). This individual will also serve as the payroll backup, responsible for managing payroll processes within the ADP Workforce Now HRIS, ensuring compliance with federal, state, and local regulations.
The Sr. Loss Mitigation Specialist focuses on legal recovery and is responsible for various activities designed to facilitate delinquency resolution and the mitigation of risk/loss to the credit union. This includes handling credit union collection issues that require the use of outside counsel, including, but not limited to foreclosure, replevin and obtain judgment against delinquent or charged-off member accounts. Additionally, the role will review, and make recommendations to management on member requests for short sales and deed-in-lieu of foreclosures.
This position is located at one of our Electro Savings Branch Locations, soon to be CommunityAmerica Credit Union. Serving our members is at the heart of everything we do, and we believe when our employees are happy, our members will be happy. That means we go to great lengths to make sure day-to-day life at CommunityAmerica is warm, welcoming and fun.
The role of the Member Specialist (Teller) is to provide quality member service and handle all member transactions accurately and efficiently. Responsible for assisting members in a variety of services including but not limited to maintaining and closing accounts. Member Specialist...
This position is located at one of our Electro Savings Branch Locations, soon to be CommunityAmerica Credit Union. Serving our members is at the heart of everything we do, and we believe when our employees are happy, our members will be happy. That means we go to great lengths to make sure day-to-day life at CommunityAmerica is warm, welcoming and fun.
THe role of the Relationship Specialist -Floater (Personal Banker) is responsible for assisting members in various services including but not limited to opening, maintaining and closing accounts, taking, processing and closing loan requests. Listening to members' needs and...
*Located in St. Louis, Missouri* The Facilities Maintenance Coordinator/Technician is responsible for repairs and maintenance of credit union retail branches and/or corporate headquarters locations. Ensures all grounds and facilities are well-groomed, maintained, and safe for employees, member-customers, and tenants (if applicable).
The Teller position involves providing outstanding member service through the execution of financial transactions and assisting members with their financial needs. The role places emphasis on fostering member relationships by proactively recommending products and services to meet their needs. They follow policies and procedures to actively prevent fraud, adhere to compliance standards and ensure accurate information is captured in applicable systems during member transactions.
This position is located in St. Louis and responsible for generating an enthusiastic sales culture through leadership, creativity, and strategic planning to ensure CACU meets its sales goals and objectives. Supervises and coordinates the daily activities of the outside mortgage sales team. Recommends changes to current outside sales techniques to receive optimum performance from the sales team.
CommunityAmerica Credit Union is seeking a strong and experienced Senior Data Engineer as part of its Data Platform team to build scalable enterprise data solutions that drive strategic business outcomes. The goal of the Data Platform Team is to execute on a data and analytics strategy that enable personalized member experience and help achieve CommunityAmerica’s membership growth, engagement, and well-being strategic goals.
As a Senior Data Engineer in the Data Platform team, you will partner with Product Owners on...
The Director – Commercial Credit is responsible for building and maintaining credit quality within the commercial loan portfolio consistent with organizational strategic and financial objectives. The Commercial Credit Officer achieves these results through effective leadership and management practices, collaboration with producers, credit and operations staff and by working closely with the Head of Commercial Banking and other departmental leads. The Commercial Credit Officer will define objectives, develop and implement prudent credit policies and processes, deliver management information and work with other leaders throughout the organization to build a sustainable credit culture within the credit union’s commercial activities.
The Digital Lending Analyst is responsible for the overall management, configuration, and continuous improvement of CommunityAmerica’s Loan Origination Systems (LOSs). Assists with the management of ancillary and any integrated systems/services. Works closely with management to evaluate business process, data integrity, and compliance issues as they relate to the loan origination systems. Works with technical and functional teams to solicit needs, determines feasibility and implements configuration changes.
CommunityAmerica Credit Union is seeking a strong and experienced Lead Data Engineer as part of its Data Platform team to build scalable enterprise data solutions that drive strategic business outcomes. The goal of the Data Platform Team is to execute on a data and analytics strategy that enable personalized member experience and help achieve CommunityAmerica’s membership growth, engagement, and well-being strategic goals.
As a Lead Data Engineer in the Data Platform team, you will partner with Product Owners on strategic initiatives, understand...
This position is responsible for helping members achieve their long term financial goals by developing customized financial plans and making investment recommendations to support that plan.