Arizona Financial Credit Union

Consultant

• Deliver services and expertise to business and consumer members by phone
• Focus on growing business and empowering members toward self-service options
• Handle ACD queues including 100 Club, Card Inquiry, General Inquiries, Password Resets, Technical Support, Technical Support Internal, Business Services, and Spanish if applicable
• Maximize member contacts as opportunities to create or expand mutually beneficial relationships
• Offer products or services addressing members’ current financial needs
• Maintain current organizational knowledge of products, services, and specialty systems
• Use systems including NCR online banking/mobile banking admin console, CST bill pay, Visa DPS, Zelle, PowerOns, and Temenos
• Communicate process-improvement opportunities and ways to increase call-center efficiency
• Follow organizational security procedures and training while providing remote services
• Support relationship banking service strategy through brand-consistent behaviors and referrable experiences
• Solve problems calmly during stressful interactions
• Complete notes and processes while conversing with members
• Multitask and achieve schedule-adherence targets
• Perform other job-related duties as assigned

Teleservices Consultant

Project Manager

• Manage internal and external projects through quality planning, requirements definition, and implementation
• Develop and complete RFPs, RFIs, SOWs, and technical and contract reviews for new vendor relationships
• Gather information for information system structures, processes, and protocols
• Oversee all project aspects, set deadlines, assign responsibilities, and monitor and communicate project progress
• Ensure projects are completed within budget, scope, and negotiated timeframes
• Forecast project completion estimates and prepare status reports for senior leadership
• Work directly with project team members to ensure tasks are completed on time, within scope, and budget
• Perform other job-related duties as assigned

Director

• Develop, implement, and refine commercial loan portfolio management strategies, monitoring routines, and reporting tools
• Oversee portfolio-level risk monitoring, including concentrations, risk rating migration, watch list activity, industry exposure, collateral trends, geographic exposure, and borrower performance indicators
• Ensure accuracy and consistent use of portfolio data, systems, dashboards, and reporting tools
• Provide portfolio performance updates to executive leadership, the Chief Credit Officer, and Credit Administration leadership
• Monitor economic conditions, industry trends, market developments, and regulatory changes affecting commercial lending risk
• Oversee and perform financial analysis, cash flow analysis, collateral evaluation, and borrower performance reviews
• Prepare, review, and present credit summaries and recommendations for renewals, extensions, annual reviews, modifications, site visits, covenant changes, and collateral actions
• Review financial covenant compliance, document findings, and escalate exceptions or approval requests
• Oversee annual reviews, site visits, ticklers, financial reporting, covenant compliance, and loan documentation monitoring
• Monitor past due reports, maturing loans, covenant exceptions, insurance expirations, collateral exceptions, and other servicing requirements
• Manage commercial loan modification and change-in-terms processes
• Communicate with borrowers, guarantors, internal business partners, and third parties regarding financial information and servicing matters
• Resolve borrower and member escalations while balancing service, credit quality, policy, and risk requirements
• Partner with Commercial Lending, Credit Administration, Loan Operations, Special Assets, and other stakeholders
• Ensure compliance with Commercial Loan Policy, SBA requirements, applicable laws, regulatory guidance, internal procedures, and sound credit administration practices
• Maintain portfolio management procedures, job aids, and process controls
• Coordinate third-party loan file reviews, audit requests, and portfolio reviews; evaluate findings and lead corrective actions
• Assist with special assets, liquidations, ORE property, problem loan monitoring, and elevated credit administration matters
• Lead, coach, and develop Portfolio Management staff
• Lead onboarding, training, and ongoing development programs for Portfolio Managers
• Ensure quality and consistency of portfolio management deliverables through education, coaching, review, and process discipline
• Develop training resources, reporting tools, workflow standards, communication routines, and team meeting structures
• Perform managerial duties including hiring support, performance management, workload prioritization, staff development, and resource planning
• Perform other job-related duties as assigned

Teleservices Consultant

Project Manager

Director of Portfolio Management