Join our CU Hawaii 'Ohana and say hello to the possibilities!
Enjoy great benefits including; Medical/Dental/Vision (premiums covered 100% for employees), 401(k) profit sharing with employer match, and paid personal time off (starting at 3 weeks per year).*
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Loan Clerk (East Hawaii)
Responsible to provide and maintain high-quality member service; provide information and answers on basic lending questions from members. Responsible for directing member inquiries to the appropriate lending staff. Perform a variety of support duties related to the lending department.
Responsibilities and Duties:
- Primary function to be 100% accountable for all the loan files of the credit union. Properly secure the files in the loan vault or designated location for electronic files. Maintain accurate and complete loan files. Includes performing a quality control check on loan file completion, scanning new and closed loan files, filing or scanning additional loan documents and conduct routine loan files audits as required or deemed necessary.
- Protect Personally Identifiable Information (PII) at all times to prevent member information from being exposed. These include data such as names, address, date of birth, social security number, employment, etc. Maintain the highest level of confidentiality and privacy regarding member information.
- Serve as a department receptionist in receiving members, vendors and guests to the loan department. Provide professional and courteous service in addressing these persons. Receive and process member loan applications received via online channel. Includes the initial set-up of the loan request, tracking of applications to ensure timely review and forwarding applications to loan officers for underwriting.
- Answer telephone inquiries, which includes the general mailbox for the loan department. Respond to email received by the loan department. Reply timely and in a professional manner. Answer questions, provide information, and/or route the call or email to appropriate staff persons or departments.
- Assist with the tracking and processing of the Legal Ownership Certificate (LOC) to ensure the credit union is identified as the lienholder for vehicles held as collateral security. Assist with the preparation of required loan documentation for approved loans, countered loans and denied loans. Includes providing disclosures and notices; mailing Adverse Action forms; issuing counter offer letters; filing of various loan documents and documenting loan accounts on our core processor.
- Retrieve; distribute, and process documents, including payoff checks, received by members and/or affiliated associations to the appropriate personnel or branches. This includes the distribution of incoming mail and interoffice mail. Receive, track and respond to all Fair Credit Reporting Act (FCRA) complaints. Prepare responses for member, conduct loan account research, maintain an FCRA log and determine a course of action for resolution.
- Maintain knowledge of all State and Federal regulations that are applicable to the transactions performed in the department; Ex: Regulation Z - Truth-in-lending, Regulation B - Equal Credit Opportunity Act, etc.
- Responsible to complete routine monthly reports such as New Loan Report, Risked Based Lending Report or the Loan Officer Minutes.
- Promote and cross-sell credit union products and services including Loan Payment Protection (LPP), Guaranteed Asset Protection (GAP) or Mechanical Repair Coverage (MRC).
- Assist department manager and/or supervisor in any other assigned duties.
Skills and Abilities:
- Must be a self-motivated team-player who is flexible with working hours.
- Computer proficient; able to operate Microsoft office.
- Possess basic; reading, writing, and math skills.
- Demonstrate and maintain; analytical skills, accuracy, ability to work independently and multitask, time management, professionalism, a positive energetic attitude, good oral/written communication, problem solving, commitment to service, confidentiality.
- Ability to thoroughly assist members with all types loan application inquiries.
- Able to work in an air-conditioned environment with tile and carpeted surfaces.
Education and Experience:
- High school graduate or equivalent.
Finance & Community Development Intern (East Hawaii)
This is an opportunity to learn and explore both finance and community development as a part-time intern. Perform financial analysis, investment analysis, and other finance/accounting-related duties. Assist with community development projects and efforts at CU Hawaii.
Responsibilities and Duties:
- Perform financial and investment analysis using historical financial reports, NCUA call report data, external information, and various market data.
- Analyze, review, and synthesize reports from core systems and third-party providers to create new report templates as needed.
- Assist Finance department staff as needed with daily work, recons, etc.
- Support in community development efforts such as the Youth Credit Card program, student credit union initiatives, community events, gathering data, performing analysis, etc.
- Perform other duties as assigned.
Skills and Abilities:
- Must be a self-motivated team-player who is flexible with working hours.
- Computer proficient; able to operate Microsoft office. Quick learner of software - for use of Credit Union or other computer-based accounting systems
- Ability to think analytically and consider the facts, rules, policies, and procedures
- Demonstrate and maintain; analytical skills, accuracy, ability to work independently and multitask, time management, professionalism, a positive energetic attitude, good oral/written communication, problem solving, commitment to service, confidentiality.
Education and Experience:
- High school graduate or equivalent.
- Preferred previous related field experience.
- Preferred Associates or Bachelor’s Degree in a related field.
- General understanding of GAAP accounting principles and experience with financial analysis and modeling.
Member Service Representative (East Hawaii)
Serve as a liaison between the member and the Credit Union. Provide account information by phone or in person, as well as information on the full range of credit union products and services. Open accounts for members, resolve issues, and professionally handle the member’s daily needs. Provide a variety of transactional services to members.
Skills and Abilities:
- Must be a self-motivated team-player who is flexible with working hours.
- Computer proficient; able to operate Microsoft office.
- Possess basic; reading, writing, math and cash handling skills.
- Able to learn and retain knowledge of; all MSR duties and responsibilities, Credit Union policies and Federal Regulations.
- Demonstrate and maintain; analytical skills, accuracy, ability to work independently and multitask, time management, professionalism, a positive energetic attitude, good oral/written communication, problem solving, commitment to service, and confidentiality.
- Able to work in an air-conditioned environment with tile and carpeted surfaces with frequent standing/walking.
Education and Experience:
- High school graduate or equivalent.
- Minimum six months work experience in customer service
- Preferred financial and cash handling experience
Member Service Representative (West Hawaii)
Serve as a liaison between the member and the Credit Union. Provide account information by phone or in person, as well as information on the full range of credit union products and services. Open accounts for members, resolve issues, and professionally handle the member’s daily needs. Provide a variety of transactional services to members.
Skills and Abilities:
- Must be a self-motivated team-player who is flexible with working hours.
- Computer proficient; able to operate Microsoft office.
- Possess basic; reading, writing, math and cash handling skills.
- Able to learn and retain knowledge of; all MSR duties and responsibilities, Credit Union policies and Federal Regulations.
- Demonstrate and maintain; analytical skills, accuracy, ability to work independently and multitask, time management, professionalism, a positive energetic attitude, good oral/written communication, problem solving, commitment to service, and confidentiality.
- Able to work in an air-conditioned environment with tile and carpeted surfaces with frequent standing/walking.
Education and Experience:
- High school graduate or equivalent.
- Minimum six months work experience in customer service
- Preferred financial and cash handling experience
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The above information has been designed to indicate the general nature and level of work performed by an employee in each classification. It is not to be interpreted as a comprehensive inventory of all duties, responsibilities and/or qualifications required of employees assigned to this job.
Reasonable accommodations will be made to enable qualified individuals with disabilities to perform essential functions.
*Benefits apply to full time employees. Additional restrictions may apply.