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This position performs day to day operational duties in the Workplace Mobility Unit (WMU) which provides the single point of contact for coordination of logistics services and solutions for remote Sales employees. This role also leads improvements to overall mobile quality and productivity. Job Responsibilities Provide a seamless and consistent experience both to our Sales staff and to our CMG bus
Posted 1 day ago
Working from our Waverly office, this position virtually supports Financial Advisors to improve their efficiency and productivity. This position will support multiple advisors, as assigned. The incumbent, provides operational, clerical and administrative support to assigned Financial Services Advisor(s). Job Responsibilities (40%) Assist Financial Advisors with various marketing activities, includ
Posted 1 day ago
On own initiative, perform high level professional administrative support to managers and team members of one or more functional areas. This position requires a thorough understanding of appropriate business practices, divisional activity, and CUNA Mutual Group's mission and general operating procedures. Lead multiple projects and handle complex assignments, materials and tasks. Assist and/or lead
Posted 1 day ago
This role is responsible for data analytics strategy, scope and function. The Director, Business & Media Performance Analytics will oversee a team that will conduct quantitative research and recommend solutions. This role is responsible for Leading the development and evolution of our attribution and overall media optimization views and tools Building out analytics assets for business consumption
Posted 1 day ago
This position partners with the Legal Department to proactively and on own initiative understand core processes and technology systems impact to the Legal Department's operations. These processes and activities support the overall function and the overall business objectives. This position facilitates communication between key stakeholders including recommended enhancements , implementation of new
Posted 1 day ago
This position is responsible for providing advice and solutions that effectively address the financial goals and objectives as well as the needs and concerns of members. The role develops long term relationships to grow business. Job Responsibilities Cultivate strong relationships with members by consistently using the prescribed sales process. Provide fee based financial planning and asset manage
Posted 1 day ago
Under the direction of underwriting management, the underwriter associate position is responsible for evaluating risks and exposures for assigned portfolio of accounts/product line(s) according underwriting guidelines. Serve as a risk assessment resource for the business unit. This position is accountable for collaborating with the field staff, customers and other CUNA Mutual Group business areas
Posted 1 day ago
Filene Research Institute exists to help credit unions empower people to achieve financial wellness. We are an independent, consumer finance think and do tank dedicated to changing people's lives through ideas, truth and cooperation. We aim to create change through insightful research, playful ideas, and rigorous experimentation to make real and lasting impact in people's lives. We live by the fam
Posted 1 day ago
Underwrite new loans Prepare valuations using Argus software and direct capitalization analysis Assist in loan monitoring, closing & servicing, and portfolio management processes Analyze market data including vacancy rates, rental rates, comparable sales, cap rates Job Requirements Pursuing a Bachelor's Degree with major(s) in Real Estate or Finance. General understanding of real estate fundamenta
Posted 1 day ago
Under the general direction of the Customer Operations Leadership Team, the Manager II, Operations provides direct support and leadership to their respective Customer Operations Team, manages day to day operations, and works to ensure the timely and effective application of CUNA Mutual Group processes and policies. The Manager II, Operations is directly responsible for ensuring quality customer sa
Posted 1 day ago
Virginia Credit Union and CUNA Brokerage Services Inc. (CBSI) are excited to be adding an Associate Financial Advisor (AFA) to our team. Our teaming environment supports our Associate Financial Advisors through coaching and mentoring, a book of business, and a base salary plus incentive plan, providing a secure environment to build your business. The Associate Financial Advisor primarily focuses o
Posted 1 day ago
This position is responsible for providing a range of retirement plan services to our clients with small to mid sized retirement plans. This role is accountable for day to day contact with Plan Sponsors, Financial Advisors and internal partners, as well as being responsible for ensuring client satisfaction of assigned and/or shared caseload. Proper coordination of services will create an environme
Posted 1 day ago
Provides leadership to managers and professional staff Accountable for the performance and results of multiple related teams, working with leaders to identify improvements in the discipline/department Develops discipline/departmental plans, including business, production and/or organizational priorities Decisions are guided by resource availability and functional objectives The above statement of
Posted 1 day ago
(Brief paragraph summarizing the general purpose of the job .) Under the general direction of the Customer Operations Leadership Team, this position provides direct support and leadership to their respective Customer Operations Team, manages day to day operations, and works to ensure the timely and effective application of CUNA Mutual Group processes and policies. This position is directly respons
Posted 1 day ago
This position is responsible for providing advice and solutions that effectively address the financial goals and objectives as well as the needs and concerns of members. The role develops long term relationships to grow business. Job Responsibilities Cultivate strong relationships with members by consistently using the prescribed sales process. Provide fee based financial planning and asset manage
Posted 1 day ago
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