Connexus Credit Union

Auditor

• Produce quality workpapers adhering to Institute of Internal Auditors standards, core principles, and code of ethics
• Participate in annual risk assessment and planning activities
• Execute moderately complex audits in compliance with audit standards and internal procedures
• Lead audit projects by setting objectives and scope, preparing audit programs, assigning work, and overseeing progress and deadlines
• Document control narratives and flowcharts and conduct audit testing to evaluate control effectiveness
• Review audit workpapers for completeness, accuracy, and adherence to standards
• Develop actionable recommendations addressing control gaps
• Draft summary reports and lead management discussions regarding internal controls and regulatory compliance
• Communicate audit results, recommendations, and conclusions to management
• Act as subject matter expert to team members and organizational business partners
• Perform follow-up activities to assess corrective actions and validate regulatory issues
• Manage audit schedules, timelines, deadlines, and escalation of roadblocks
• Conduct special projects or audits at management’s request

Senior Internal Auditor

Data Scientist

• Develop data science solutions using machine learning, artificial intelligence, statistical and quantitative modeling for predictive and prescriptive analytics
• Apply statistical, mathematical, predictive modeling, and business analysis skills to complex data from varied sources
• Create visualizations and dashboards displaying data-backed insights and predictive results
• Perform data extraction and cleansing, feature engineering, machine learning, exploratory analysis, data quality analysis, and experimental analysis
• Partner with teams to create and deploy Data Products that deliver member or business value
• Execute enterprise, run-the-business, and special data science and analytics projects
• Communicate project status regarding milestones and schedule commitments
• Lead data discovery sessions and document needs as work requirements
• Elicit requirements through interviews, document analysis, requirements sessions, data descriptions, use cases, scenarios, and data analysis
• Validate hypotheses, identify growth opportunities, and influence process improvement through analyses, experimentation, and scientific methods
• Develop quality assurance test plans and direct quality assurance testing
• Follow data science best practices, documentation requirements, policies, procedures, and BT standards
• Prepare and deliver reports, recommendations, or alternatives addressing organizational trouble areas
• Collaborate with data engineers, analysts, and team members on data-driven projects
• Mentor data analysts
• Build collaborative strategic partnerships across business and IT
• Improve department efficiency and reduce expenses by streamlining operations
• Comply with applicable Federal Regulations, including the Bank Secrecy Act

Mortgage Loan Officer

• Respond to inbound mortgage inquiries through phone, email, online banking, digital channels, referrals, and other approved sources
• Interview members and prospective borrowers to understand financing needs, financial circumstances, goals, and timing
• Educate members on mortgage products, terms, rates, requirements, repayment options, and costs
• Recommend appropriate mortgage solutions based on member needs, financial profile, loan purpose, and lending programs
• Initiate and manage mortgage applications from initial inquiry through closing
• Obtain, review, and analyze borrower information and documentation
• Underwrite, approve, recommend, or decline mortgage applications within lending authority and guidelines
• Coordinate complex, high-value, or high-risk mortgage loans with internal partners
• Maintain ownership of member relationships and provide timely status updates
• Manage follow-up activities on assigned inbound mortgage opportunities
• Collaborate with processors, credit analysts, underwriting, closing, lending support, and external transaction partners
• Ensure disclosures, closing documents, HMDA information, and other loan documentation are accurate and timely
• Assess and execute pricing and sale of residential mortgage loans in accordance with policies and secondary-market requirements
• Maintain a file quality target of 97% or greater
• Identify cross-selling and referral opportunities for additional Credit Union products and services
• Stay current on mortgage products, underwriting guidelines, regulations, and secondary-market requirements
• Meet goals related to mortgage production, loan quality, member experience, response times, efficiency, and fee income
• Comply with applicable federal and state laws, regulations, Credit Union policies, and lending procedures

Call Center Representative

• Provide omnichannel assistance to members and potential members across credit union departments, including online banking, payment options, and debit card issues.
• Create consistent positive member experiences through active listening, de-escalation skills, and knowledge of Connexus products, services, and processes.
• Maintain trust and integrity by keeping member information and transactions confidential.
• Safeguard members’ assets through strict adherence to risk mitigation procedures.
• Meet performance metrics, including interaction volume and Quality Assurance standards.
• Complete accurate case notes of member interactions and call history.
• Initiate, lead, or participate in organizational and departmental projects.
• Build trusting relationships through individualized member support and educate members on products and services.
• Volunteer and offer assistance as needed while achieving daily metrics through effective multitasking.
• Stay informed on current credit union processes and procedures and take initiative for personal development.
• Identify and render the best service possible, interacting with other departments to answer questions.

Senior Internal Auditor

Data Scientist

Mortgage Loan Officer

Member Contact Center Consultant