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Overview

Hudson Valley Credit Union is currently recruiting for the position of Contact Ctr Spec I. Primary Function: interact with members via Contact Center delivery systems and build and enhance member relationships by identifying and recommending solutions to members' financial needs.

Responsibilities

Provide internal and external member service by responding to calls in all in-bound queues related to product information, account details, loan applications, establishing new accounts for existing members, etc. Conduct outbound calls as directed. Establish long-term financial relationships with members by identifying needs and recommending solutions, including Credit Union Business Partners.
Identify, research and resolve member issues by providing knowledgeable and professional service. If needed, escalate concerns using the appropriate channels. Contribute to the attainment of organization, department, and personal sales and service goals.
Comply with Contact Center Key Performance Indicators (KPIs) goals such as, adherence to schedule, average handle time, quality monitoring scores, etc. Actively seek and implement feedback from supervisor to ensure performance expectations are being met.
Consistently contribute to Credit Union’s initiative of continuous improvement by communicating suggestions that will enhance revenue, reduce expenses and/or streamline and improve operations.
Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
Responsible for regular and predictable attendance including punctuality.

Qualifications

High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
Minimum 1 Year Experience in a call center environment experience preferred

Remote Work Requirements

Local Remote (Orange, Dutchess, Ulster, Westchester, Putnam, Rockland Counties)
Must have access to reliable and high speed Internet.
Home office/ work environment should be in a quiet and professional setting.
Must be able to commute to HQ building when necessary.

Why choose HVCU?

HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.

Employee Perks:

HVCU University & Academy; Professional Development Training
Student Loan Repayment & Tuition Reimbursement Programs
Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
401(k) with employer match and non-elective employer contribution
Paid time off (PTO), holidays, and community volunteer time
Life, Short-Term, and Long-Term Disability Insurance
Discounted Loan Rates & Fees

Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.

High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
Minimum 1 Year Experience in a call center environment experience preferred

Remote Work Requirements

Local Remote (Orange, Dutchess, Ulster, Westchester, Putnam, Rockland Counties)
Must have access to reliable and high speed Internet.
Home office/ work environment should be in a quiet and professional setting.
Must be able to commute to HQ building when necessary.

Why choose HVCU?

Employee Perks:

HVCU University & Academy; Professional Development Training
Student Loan Repayment & Tuition Reimbursement Programs
Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
401(k) with employer match and non-elective employer contribution
Paid time off (PTO), holidays, and community volunteer time
Life, Short-Term, and Long-Term Disability Insurance
Discounted Loan Rates & Fees

Provide internal and external member service by responding to calls in all in-bound queues related to product information, account details, loan applications, establishing new accounts for existing members, etc. Conduct outbound calls as directed. Establish long-term financial relationships with members by identifying needs and recommending solutions, including Credit Union Business Partners.
Identify, research and resolve member issues by providing knowledgeable and professional service. If needed, escalate concerns using the appropriate channels. Contribute to the attainment of organization, department, and personal sales and service goals.
Comply with Contact Center Key Performance Indicators (KPIs) goals such as, adherence to schedule, average handle time, quality monitoring scores, etc. Actively seek and implement feedback from supervisor to ensure performance expectations are being met.
Consistently contribute to Credit Union’s initiative of continuous improvement by communicating suggestions that will enhance revenue, reduce expenses and/or streamline and improve operations.
Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
Responsible for regular and predictable attendance including punctuality.

Part Time
Immediately
Poughkeepsie, NY 12603
6/6/24

Financial Services Representative I Bilingual#123218233

Overview

Hudson Valley Credit Union is currently recruiting for the position of FSR I Bilingual. Primary Function: process a complete range of branch services for retail and business members, including opening new loans and accounts, processing transactions, and cross selling credit union products and services. Use a needs based sales approach to establish new memberships, make referrals to business partners, deepen member relationships and retain members.

Responsibilities

Open new memberships, new accounts, and new loans and process loan and account transactions for retail and business members. Use needs based sales approach, ask questions to uncover ways to meet members’ financial needs with additional HVCU products and services.
Refer members to appropriate business partners based on member needs and capture interactions using the customer relations management software. This includes but is not limited to automated transaction services, real estate loans, business loans and services, investment and insurance services. Provide strong internal service to coworkers throughout the credit union.
Contribute to branch and individual sales and service goals. Maintain a working knowledge of HVCU products, services and systems in order to make recommendations based on member needs. Utilize resources to ensure quality member service.
Support the successful implementation of marketing programs and promotions. Create member awareness by discussing the features and benefits of the product/service being promoted and close sales.
Accurately perform teller transactions with various negotiable items. Act as a teller when necessary.
Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
Responsible for regular and predictable attendance including punctuality.

Qualifications

High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing required
NYS Notary Public license achieved within 12 months of obtaining position required
Minimum 1 year of customer service and sales experience in a financial institution or retail environment
Verbal and written fluency in both English and Spanish is required

Why choose HVCU?

Employee Perks:

HVCU University & Academy; Professional Development Training
Student Loan Repayment & Tuition Reimbursement Programs
Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
401(k) with employer match and non-elective employer contribution
Paid time off (PTO), holidays, and community volunteer time
Life, Short-Term, and Long-Term Disability Insurance
Discounted Loan Rates & Fees

High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing required
NYS Notary Public license achieved within 12 months of obtaining position required
Minimum 1 year of customer service and sales experience in a financial institution or retail environment
Verbal and written fluency in both English and Spanish is required

Why choose HVCU?

Employee Perks:

HVCU University & Academy; Professional Development Training
Student Loan Repayment & Tuition Reimbursement Programs
Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
401(k) with employer match and non-elective employer contribution
Paid time off (PTO), holidays, and community volunteer time
Life, Short-Term, and Long-Term Disability Insurance
Discounted Loan Rates & Fees

Open new memberships, new accounts, and new loans and process loan and account transactions for retail and business members. Use needs based sales approach, ask questions to uncover ways to meet members’ financial needs with additional HVCU products and services.
Refer members to appropriate business partners based on member needs and capture interactions using the customer relations management software. This includes but is not limited to automated transaction services, real estate loans, business loans and services, investment and insurance services. Provide strong internal service to coworkers throughout the credit union.
Contribute to branch and individual sales and service goals. Maintain a working knowledge of HVCU products, services and systems in order to make recommendations based on member needs. Utilize resources to ensure quality member service.
Support the successful implementation of marketing programs and promotions. Create member awareness by discussing the features and benefits of the product/service being promoted and close sales.
Accurately perform teller transactions with various negotiable items. Act as a teller when necessary.
Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.
Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
Responsible for regular and predictable attendance including punctuality.

Part Time
Immediately
Newburgh, NY 12550
6/6/24

Sr Auditor#123218235

Overview

Hudson Valley Credit Union is currently recruiting for the position of Sr Auditor. Primary Function: Perform operational, financial and compliance audits of Credit Union operations according to the annual audit plan; and review, ensuring adequacy of internal controls, compliance to government regulations, adherence to Credit Union policies and procedures, DFS and NCUA requirements, in accordance with IIA standards. Provide consulting services to Credit Union management to add value to Credit Union operations.

Responsibilities

Perform work under minimal supervision, receiving guidance from VP, Director Internal Audit.
Perform assigned audits/reviews according to the annual audit plan using risk-based auditing techniques to develop the objective, scope and audit program. Ensure Credit Union operations contain adequate controls, which adhere to Credit Union policies and procedures, and applicable regulations.
Maintain sufficiently documented audit workpapers to evidence testing performed and support audit observations, findings, and recommendations. Maintain ongoing channels of communication with Management detailing audit progress, observations, and results of testing. Prepare written reports to management and the Supervisory Committee which clearly presents the objectives, scope and results of each audit, as well as opportunities for management to improve operations.
Maintain a current knowledge of Credit Union operations, government regulations, audit/accounting standards, and industry best practices.
Maintain an understanding of automated processes employed by the department; and assist in technical instruction of staff when necessary.
Having achieved a satisfactory level of technical and professional skill and/or knowledge in position-related areas;, demonstrate competency in Accountability, Customer Relationships and Service, Flexibility and Adaptability, Work Standards, Audit and Compliance Function, Auditing and Internal Controls.
Provide guidance to Staff Auditors in the development of their audit programs; review audit workpapers at each stage of the audit, and ensure all observations and findings have been thoroughly researched and substantiated.
Act as a resource to management for implementing strategic initiatives (i.e. new products or services) by ensuring that controls are adequately established and reviewing results of user testing for completeness and accuracy of results. Provide consulting services to Credit Union management to add value and improve operations. Assist with investigations or management inquiries, as delegated.
Attend monthly Supervisory Committee Meetings and assist in preparing the monthly meeting package, as requested.
Provide assistance with audits performed by external parties (i.e. external audit firm, DFS, NCUA examiners), as delegated.
In the absence of the VP, Director Internal Audit, oversee department operations; report to the Supervisory Committee; respond to correspondence addressed to the Supervisory Committee; interface with and reply to inquiries from management.
Answer calls coming into the Supervisory Committee phone line calls and directs/handles resulting member complaints/inquiries as needed.
Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
Responsible for regular and predictable attendance including punctuality.

Qualifications

Bachelor’s Degree Accounting, Finance, Business Administration, Management or closely related field, or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience, required
Professional certification (CPA, CIA, CBA) preferred
Minimum 5 Years Auditing experience in financial services or public accounting industry, supervisory or working with a Board of Directors and Senior Level management experience preferred

Why choose HVCU?

Employee Perks:

HVCU University & Academy; Professional Development Training
Student Loan Repayment & Tuition Reimbursement Programs
Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
401(k) with employer match and non-elective employer contribution
Paid time off (PTO), holidays, and community volunteer time
Life, Short-Term, and Long-Term Disability Insurance
Discounted Loan Rates & Fees

Bachelor’s Degree Accounting, Finance, Business Administration, Management or closely related field, or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience, required
Professional certification (CPA, CIA, CBA) preferred
Minimum 5 Years Auditing experience in financial services or public accounting industry, supervisory or working with a Board of Directors and Senior Level management experience preferred

Why choose HVCU?

Employee Perks:

HVCU University & Academy; Professional Development Training
Student Loan Repayment & Tuition Reimbursement Programs
Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
401(k) with employer match and non-elective employer contribution
Paid time off (PTO), holidays, and community volunteer time
Life, Short-Term, and Long-Term Disability Insurance
Discounted Loan Rates & Fees

Perform work under minimal supervision, receiving guidance from VP, Director Internal Audit.
Perform assigned audits/reviews according to the annual audit plan using risk-based auditing techniques to develop the objective, scope and audit program. Ensure Credit Union operations contain adequate controls, which adhere to Credit Union policies and procedures, and applicable regulations.
Maintain sufficiently documented audit workpapers to evidence testing performed and support audit observations, findings, and recommendations. Maintain ongoing channels of communication with Management detailing audit progress, observations, and results of testing. Prepare written reports to management and the Supervisory Committee which clearly presents the objectives, scope and results of each audit, as well as opportunities for management to improve operations.
Maintain a current knowledge of Credit Union operations, government regulations, audit/accounting standards, and industry best practices.
Maintain an understanding of automated processes employed by the department; and assist in technical instruction of staff when necessary.
Having achieved a satisfactory level of technical and professional skill and/or knowledge in position-related areas;, demonstrate competency in Accountability, Customer Relationships and Service, Flexibility and Adaptability, Work Standards, Audit and Compliance Function, Auditing and Internal Controls.
Provide guidance to Staff Auditors in the development of their audit programs; review audit workpapers at each stage of the audit, and ensure all observations and findings have been thoroughly researched and substantiated.
Act as a resource to management for implementing strategic initiatives (i.e. new products or services) by ensuring that controls are adequately established and reviewing results of user testing for completeness and accuracy of results. Provide consulting services to Credit Union management to add value and improve operations. Assist with investigations or management inquiries, as delegated.
Attend monthly Supervisory Committee Meetings and assist in preparing the monthly meeting package, as requested.
Provide assistance with audits performed by external parties (i.e. external audit firm, DFS, NCUA examiners), as delegated.
In the absence of the VP, Director Internal Audit, oversee department operations; report to the Supervisory Committee; respond to correspondence addressed to the Supervisory Committee; interface with and reply to inquiries from management.
Answer calls coming into the Supervisory Committee phone line calls and directs/handles resulting member complaints/inquiries as needed.
Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
Responsible for regular and predictable attendance including punctuality.

Full Time
Immediately
Poughkeepsie, NY 12603
6/6/24

Contact Ctr Spec I#123218222

Overview

Responsibilities

Provide internal and external member service by responding to calls in all in-bound queues related to product information, account details, loan applications, establishing new accounts for existing members, etc. Conduct outbound calls as directed. Establish long-term financial relationships with members by identifying needs and recommending solutions, including Credit Union Business Partners.
Identify, research and resolve member issues by providing knowledgeable and professional service. If needed, escalate concerns using the appropriate channels. Contribute to the attainment of organization, department, and personal sales and service goals.
Comply with Contact Center Key Performance Indicators (KPIs) goals such as, adherence to schedule, average handle time, quality monitoring scores, etc. Actively seek and implement feedback from supervisor to ensure performance expectations are being met.
Consistently contribute to Credit Union’s initiative of continuous improvement by communicating suggestions that will enhance revenue, reduce expenses and/or streamline and improve operations.
Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
Responsible for regular and predictable attendance including punctuality.

Qualifications

High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
Minimum 1 Year Experience in a call center environment experience preferred

Remote Work Requirements

Local Remote (Orange, Dutchess, Ulster, Westchester, Putnam, Rockland Counties)
Must have access to reliable and high speed Internet.
Home office/ work environment should be in a quiet and professional setting.
Must be able to commute to HQ building when necessary.

Why choose HVCU?

Employee Perks:

HVCU University & Academy; Professional Development Training
Student Loan Repayment & Tuition Reimbursement Programs
Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
401(k) with employer match and non-elective employer contribution
Paid time off (PTO), holidays, and community volunteer time
Life, Short-Term, and Long-Term Disability Insurance
Discounted Loan Rates & Fees

High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
Minimum 1 Year Experience in a call center environment experience preferred

Remote Work Requirements

Local Remote (Orange, Dutchess, Ulster, Westchester, Putnam, Rockland Counties)
Must have access to reliable and high speed Internet.
Home office/ work environment should be in a quiet and professional setting.
Must be able to commute to HQ building when necessary.

Why choose HVCU?

Employee Perks:

HVCU University & Academy; Professional Development Training
Student Loan Repayment & Tuition Reimbursement Programs
Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
401(k) with employer match and non-elective employer contribution
Paid time off (PTO), holidays, and community volunteer time
Life, Short-Term, and Long-Term Disability Insurance
Discounted Loan Rates & Fees

Provide internal and external member service by responding to calls in all in-bound queues related to product information, account details, loan applications, establishing new accounts for existing members, etc. Conduct outbound calls as directed. Establish long-term financial relationships with members by identifying needs and recommending solutions, including Credit Union Business Partners.
Identify, research and resolve member issues by providing knowledgeable and professional service. If needed, escalate concerns using the appropriate channels. Contribute to the attainment of organization, department, and personal sales and service goals.
Comply with Contact Center Key Performance Indicators (KPIs) goals such as, adherence to schedule, average handle time, quality monitoring scores, etc. Actively seek and implement feedback from supervisor to ensure performance expectations are being met.
Consistently contribute to Credit Union’s initiative of continuous improvement by communicating suggestions that will enhance revenue, reduce expenses and/or streamline and improve operations.
Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
Responsible for regular and predictable attendance including punctuality.

Full Time
Immediately
Poughkeepsie, NY 12603
6/6/24

Accounting Specialist#123218171

Click here to view full job description

Overview

Hudson Valley Credit Union is currently recruiting for the position of Accounting Specialist. Primary Function: perform basic accounting functions including data entry, maintenance and reconciliation of general ledger accounts associated with the preparation of monthly financial reports.

Responsibilities

Accurately record, reconcile, and research discrepancies on various general ledger accounts.
Collaborate with branches, departments and outside vendors to ensure accuracy of financial data.
Assist in data gathering for internal/external audits and exams.
Develop and maintain departmental procedures as necessary.
Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
Responsible for regular and predictable attendance including punctuality.

Qualifications

High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
Associate’s Degree Accounting preferred
Minimum 1 Year Entry level general ledger reconciliation experience in lieu of an Undergraduate degree in Accounting experience required

Why choose HVCU?

HVCU cares for our employees, members, and community. This is exemplified through our awards-winning benefits package, opportunities for professional advancement, commitment to diversity, equity inclusion amongst employees and focus on bettering our community through charitable donations & volunteer hours!

Employee Perks:

Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
401(k) with employer match and non-elective employer contribution
Paid time off (PTO), holidays, and community volunteer time
Flexible Spending Account (medical & dependent care)
Life, Short-Term, and Long-Term Disability Insurance
Employee Assistance Program
Educational Assistance Program; Student Loan Repayment & Tuition Reimbursement
HVCU University & Academy; professional development training
Discounted Loan Rates & Fees

Diversity Commitment:

“At HVCU, we recognize that our greatest strength comes from the diversity of our team, the members that we serve, and our communities. We are committed to upholding our values of Diversity, Equity, and Inclusion in everything we do. We celebrate and embrace what makes each of us different and foster an environment where everyone feels like they belong.”

High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
Associate’s Degree Accounting preferred
Minimum 1 Year Entry level general ledger reconciliation experience in lieu of an Undergraduate degree in Accounting experience required

Click here to view full job description

Why choose HVCU?

Employee Perks:

Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
401(k) with employer match and non-elective employer contribution
Paid time off (PTO), holidays, and community volunteer time
Flexible Spending Account (medical & dependent care)
Life, Short-Term, and Long-Term Disability Insurance
Employee Assistance Program
Educational Assistance Program; Student Loan Repayment & Tuition Reimbursement
HVCU University & Academy; professional development training
Discounted Loan Rates & Fees

Diversity Commitment:

Accurately record, reconcile, and research discrepancies on various general ledger accounts.
Collaborate with branches, departments and outside vendors to ensure accuracy of financial data.
Assist in data gathering for internal/external audits and exams.
Develop and maintain departmental procedures as necessary.
Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
Responsible for regular and predictable attendance including punctuality.

Full Time
Immediately
Poughkeepsie, NY 12603
6/1/24

Commercial Loan Officer#123217856

Overview

Hudson Valley Credit Union is currently recruiting for the position of Commercial Loan Officer. Primary Function: counsel prospective commercial loan applicants regarding the specific commercial loan programs that are appropriate for their financial circumstances and assist them in completing the process of obtaining a commercial loan in accordance with Credit Union and regulatory guidelines. Covers Putnam, Westchester & Rockland territories. Position is commission eligible.

Responsibilities

Responsible for the development and maintenance of internal and external relationships for referral sources within the community including, but not limited to, HVCU branches, realtors, attorneys, accountants and other affinity groups. Attend functions relative to the position to build rapport within the community.
Respond to and follow up on customer inquiries and leads from all sources.
Recommend Credit Union commercial loan products to members that would best serve them, advising them of the risks and benefits of the loan alternatives, including options and variables involved. Based on member need, identify opportunities for referral to other Credit Union products and services.
Maintain and develop the portfolio of existing commercial loan members, responding promptly to all inquiries and requests and utilize approved methods to record the details of all efforts.
Assist in the preparation, management and presentation of new loan proposals and renewals, including the documentation of the business income, assets, investments, and debts as well as characteristics of the property and other pertinent information.
Follow up with members, as necessary, to obtain required documentation. Provide assistance as required to the Processing and/or Underwriting areas in order to ensure a quality loan decision.
Prepare for and attend Commercial Loan Committee meetings and assist in closings, as needed.
Perform on-going and consistent collection efforts/workout for assigned delinquent members. Document efforts in the file.
Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
Responsible for regular and predictable attendance including punctuality.

Qualifications

Associate’s Degree or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience required
Valid driver’s license required
Minimum 3 Years in business services/commercial lending experience required
Minimum 2 Years Direct commercial lending experience required
SBA loan origination experience preferred

Why choose HVCU?

Employee Perks:

HVCU University & Academy; Professional Development Training
Student Loan Repayment & Tuition Reimbursement Programs
Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
401(k) with employer match and non-elective employer contribution
Paid time off (PTO), holidays, and community volunteer time
Life, Short-Term, and Long-Term Disability Insurance
Discounted Loan Rates & Fees

Associate’s Degree or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience required
Valid driver’s license required
Minimum 3 Years in business services/commercial lending experience required
Minimum 2 Years Direct commercial lending experience required
SBA loan origination experience preferred

Why choose HVCU?

Employee Perks:

HVCU University & Academy; Professional Development Training
Student Loan Repayment & Tuition Reimbursement Programs
Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
401(k) with employer match and non-elective employer contribution
Paid time off (PTO), holidays, and community volunteer time
Life, Short-Term, and Long-Term Disability Insurance
Discounted Loan Rates & Fees

Responsible for the development and maintenance of internal and external relationships for referral sources within the community including, but not limited to, HVCU branches, realtors, attorneys, accountants and other affinity groups. Attend functions relative to the position to build rapport within the community.
Respond to and follow up on customer inquiries and leads from all sources.
Recommend Credit Union commercial loan products to members that would best serve them, advising them of the risks and benefits of the loan alternatives, including options and variables involved. Based on member need, identify opportunities for referral to other Credit Union products and services.
Maintain and develop the portfolio of existing commercial loan members, responding promptly to all inquiries and requests and utilize approved methods to record the details of all efforts.
Assist in the preparation, management and presentation of new loan proposals and renewals, including the documentation of the business income, assets, investments, and debts as well as characteristics of the property and other pertinent information.
Follow up with members, as necessary, to obtain required documentation. Provide assistance as required to the Processing and/or Underwriting areas in order to ensure a quality loan decision.
Prepare for and attend Commercial Loan Committee meetings and assist in closings, as needed.
Perform on-going and consistent collection efforts/workout for assigned delinquent members. Document efforts in the file.
Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
Responsible for regular and predictable attendance including punctuality.

Full Time
Immediately
Poughkeepsie, NY 12603
5/3/24