6 jobs found

GreenState Credit Union Senior Salesforce Operations Specialist US-IA-North Liberty Job ID: # of Openings: 1 Category: Marketing GreenState Credit Union Overview The Senior Salesforce Operations Specialist coordinates cross-functional efforts between business stakeholders, Salesforce delivery teams, and compliance and audit partners to support a secure, scalable, and well-governed platform. The Senior Salesforce Operations Specialist oversees the intake and evaluation of enhancement requests and helps drive delivery coordination. For larger initiatives, this role will step in as a project manager to support planning, timelines, and execution. This position also helps ensure data integrity, platform standards, and regulatory requirements are consistently upheld. The ideal candidate is highly organized, communicates effectively across teams, and can balance governance, operational support, and project coordination to maintain a healthy Salesforce environment that scales with the business. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Salary range for this position is $90,593.36 - $105,914.12 with a progressive benefit package. Responsibilities Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Coordinate Salesforce demand intake and assist with overseeing evaluation process, including facilitating meetings as needed, coordinating and organizing moving parts with teams impacted, and assessing each request for compliance implications. Partner with VP Salesforce and business owners to ensure requests align to roadmap and strategy. Ensure regulatory and audit compliance working with compliance and audit teams to keep Salesforce platform adhering to credit union policies and controls. Ensure risk, compliance, and audit readiness. Maintain documentation, controls, and policy adherence. Organize timelines and ensure enhancements meet deadlines. Act as Salesforce project coordinator for internal and external project implementations. Measure success of Salesforce enhancements as it relates to ROI. Assist with defining project scopes, goals, timelines, and deliverables in collaboration with stakeholders. Coordinate internal and external resources, ensuring timely execution and delivery. Monitor project risks, dependencies, and communication with stakeholders at all levels. Communicate platform project status and delivery outcomes to leadership. Facilitate cross-functional meetings, maintain documentation, and ensure consistent communication across all levels. Monitor project milestones and deliverables, ensuring adherence to quality standards. Maintain and enforce platform governance standards (naming conventions, data ownership, usage policies). Monitor and report on data quality metrics, driving remediation initiatives. Track platform KPIs (adoption, performance, data integrity). Document and communicate decision rationales to stakeholders as needed. Identify opportunities to enhance platform adoption and operational efficiency. Maintain documentation, security roles, and compliance procedures. Perform other duties and responsibilities as assigned. Qualifications Bachelor's degree. 5+ years' experience in project management and operations. Strong organization skills (planning and prioritizing) and communication skills (written, verbal, and listening) are critical in this position. Strong cross-functional leadership, communication, attention to detail, and change management skills. Experience leading cross-functional projects or programs. Experience working with compliance, risk, or audit teams. Strong interpersonal skills required for internal and external credit union communications. Proficiency in a variety of PC software programs, including the Microsoft Office application suite. Understanding of products (Sales Cloud, Service Cloud, Financial Services Cloud, Marketing Cloud a plus). Familiarity with Agile project delivery methodologies a plus. Proficient with project tools like Jira, Confluence, or Smartsheet a plus. Experience in financial services, banking, or credit unions a plus. Ability, availability and willingness to work additional hours as needed by the workload and the credit union's rapidly changing competitive environment. Support diverse and inclusive work environment. Must be bondable. Reporting Relationship Reports to the VP Salesforce. Supervisory Responsibilities This position is not responsible for the supervision of others. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. PI32e2f8ec8bc3-6576

Job Title Business Intelligence Specialist (Power BI) Overview We are seeking a Business Intelligence Specialist to design and develop analytics solutions that support data-driven decision-making. The ideal candidate will have experience building Power BI dashboards, performing data analysis, and creating scalable reporting solutions while collaborating with cross-functional stakeholders. Key Responsibilities Develop Power BI dashboards and reports through the full development lifecycle, including analysis, testing, documentation, and release support. Collaborate with business and technology stakeholders to gather reporting requirements and translate them into effective Power BI solutions. Design and build persona-based dashboards that provide insights into portfolio performance, project execution, milestones, risks, dependencies, KPIs, financial metrics, and value realization. Create and maintain Power BI semantic models, measures, calculations, relationships, filters, drill-through functionality, and reusable reporting components. Design intuitive dashboard user experiences with clear information hierarchy, data storytelling, drill-down navigation, accessibility considerations, and maintainable layouts. Support data integration and modeling across multiple enterprise data sources as access becomes available. Develop data models and reporting solutions that support future automation and governed data refresh processes. Perform data validation, reconciliation, exception management, and source-to-dashboard accuracy checks. Analyze change requests and defects, assess impacts, create test cases, perform unit testing, support user acceptance testing, and document known limitations. Participate in design reviews, peer reviews, sprint planning, stakeholder demonstrations, deployment activities, documentation, and knowledge transfer. Required Qualifications Bachelor's degree. Minimum 3 years of experience in Business Intelligence, Business Analytics, or a related field. Experience with: Power BI Business Intelligence Business Analytics Data Analysis Ad Hoc Reporting Microsoft Azure Python ETL processes Google Cloud Platform (GCP) Automated scripting Data and analytics dashboards Jira Financial operations Data governance Strong communication skills. Knowledge of data modeling and technical communication standards. Preferred Qualifications Hands-on experience developing Power BI reports and dashboards. Experience with DAX and Power Query. Experience with semantic modeling, filters, drill-down functionality, dashboard UX, and performance tuning. Relevant certification preferred. What Makes HTC A Great Place To Build Your Future HTC Global Services wants you to join our team. Come build new things with us and advance your career. At HTC Global, you'll collaborate with experts, work alongside clients, and be part of high-performing teams driving success together. You'll have long-term opportunities to grow your career and develop skills in the latest emerging technologies. At HTC Global Services, our employees have access to a comprehensive benefits package. Benefits can include Group Health (Medical, Dental, and Vision), Paid Time Off, Paid Holidays, 401(k) matching, Group Life and Disability insurance, Professional Development opportunities, Wellness programs, and a variety of other perks. Our success as a company is built on inclusion and diversity. HTC Global Services is committed to providing a workplace free from discrimination and harassment, where every employee is treated with dignity and respect. We celebrate differences and believe that diverse cultures, perspectives, and skills drive innovation and success. HTC is an Equal Opportunity Employer and a proud National Minority Supplier. We seek to empower each individual, fostering an environment where everyone feels valued, included, and respected.

Job Description Job Description POSITION PURPOSE: The program manager is responsible for ensuring that participants' needs are being met to the highest standard in the following areas including but not limited to medical, financial, social and emotional. The program manager is also responsible for the overall personnel management of quality Direct Support Professionals and support staff who are committed to carrying out Paladin's mission WORK CONDUCT: • Maintains a positive and enthusiastic attitude. • Works harmoniously and effectively with staff and the public. • Arrives to work on time. • Keeps work space clean and organized. • Stays awake and alert while on work time. • Works a flexible schedule including evenings and weekends as assigned. • Works the full hours per week for the position. • Effectively works under stressful situations with problem customers ESSENTIAL FUNCTIONS: • Maintains a positive and enthusiastic attitude. • Ensures service operations, processes and staff practices promote maximum participation of the individuals receiving services. • Leads the development of staff in relation to identifying and understanding client needs. • Promotes a culture of continuous improvement among staff by establishing quality systems and processes that are established and adhered to properly. • Be available on an on-call basis as appropriate; will work with other residential supervisors, case managers and respite manager to develop on-call strategies. • Monitor key performance indicators and business plan objectives. • Manages the forecasting, establishment and maintenance of appropriate staffing structures and levels to meet service delivery requirements. • Promotes the work of Paladin and the needs of persons with disabilities through attendance at various community events, and develops appropriate networks within the wider community. • Supervises assigned staff positions, enforces agency policies and procedures, and conducts performance evaluations • Attends necessary meetings, in-services, and professional development activities. • Responsible for making sure that all required program staff and volunteer training is completed based on all applicable standards, guidelines and agency requirements by approved trainers. • Coordinates and communicates services with appropriate agency staff, external agency. Works closely with assigned Program Managers to insure proper service delivery. • Follows all agency policies and procedures regarding the use and release of confidential information and confidential protected health information. • Complies with Paladin human resource and fiscal policies, Employee Handbook, county, state and federal laws and regulations as they relate to Paladin, Inc. • Shall perform any other job related function as assigned. CASE MANAGEMENT: • Ensures the atmosphere is therapeutic provides optimal growth for individuals, and preserves individuals dignity and self-worth • Schedule, lead, and participate in interdisciplinary team meetings, while assuring continuity between services. • Ensure timely reporting is completed for internal/external reportable incidents. • Ensures timely and thorough communication in regard to participants care with interdisciplinary team. • Maintains up to date records and reports and general case management procedures in compliance with funding sources, CARF, and agency requirements. • Develops and implements individualized program plans (ISP's) with each consumer assigned a case load. • Communicates directly with families, guardians, case managers/service coordinators in a manner that encourages the continued growth and happiness of participants. • Promotes a positive, cooperative relationship with day programs or other support services. • Assures proper implementation of participants' plan including but not limited to (dietary, high risk, behavioral etc.). • Monitors participants financials by regularly checking participants' cash on hand, bank statements, and coordinate individuals spend down as appropriate. • Works closely with eligibility specialist to ensure ongoing benefits are maintained including but not limited to (Medicaid, social security, etc.). • Verbally report, investigate, complete written reports and follow up on all aspects of individual abuse, neglect, exploitation cases with prescribed time frames. PERSONNEL MANAGEMENT: • Know and assure implementation of all organization policies and procedures. • Ensure accessibility to staff as needed to provide guidance and instruction. • Ensure employees are adequately trained on an as needed basis in all areas of program implementation including but not limited to (client specific, financials, medication administration, program specific, etc.). • Complete disciplinary action and termination actions of program staff in consultation with supervisor and Human Resources Department. • Provide thorough, complete, and timely on-site orientation to new employees. • Provide coaching and development of all employees. • Monitor staff development and conditions of employment (including agency wide trainings and various compliance items. • Monitor and audit employee time reports in accordance with payroll deadlines. Authorize overtime and mileage expense for employees within assigned budgets. Approve time cards while assuring accuracy of pay and benefit category. • Develop and implement core schedules for employees according to the needs of individual and requirements of the program. If unable to find adequate staff to fill a shift, program manager may need to perform direct support professional responsibilities. • Conducts annual and as needed performance evaluations. OVERALL: • Ensure timely completion of job duties. • Effectively contributes to problem solving and developing new processes and procedures, in response to changing customer service expectations and system wide goals. • Effectively communicates to staff and customers verbally and in writing. • Effectively contributes to the work and success of the team. • Report, acknowledge, and resolve complaints from outside contacts. TECHNOLOGY: • Effectively uses the following equipment: • Laptops, desktops, or other computer equipment • Printer, copier, fax, scanner, etc. • Mobile Devices • External storage devices • Effectively learns and uses integrated library software, Microsoft Office Suite, google apps for work, open source office software, and Active Directory • Effectively uses the internet • Effective learns and uses email. • Effectively learns and uses social media and apps as appropriate. PHYSICAL: • While performing the duties of this job, the employee is regularly required to use hands to: handle or feel objects, tools, or controls; reach with hands and arms; talk or hear; smell. The employee is occasionally required to sit, stand, walk, climb, balance, stoop, kneel, crouch, or crawl. The employee must occasionally life and/or move up to 50 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to focus. The employee must be able to perceive, initiate, or respond to fire alarms, warning sirens, and telephone system all call messages in a calm, rational manner, making sure that the other employs and patron are safe and out of the building. • While performing the duties of this job, the employee may be exposed to room temperature changes. • While performing the duties of this job, the employee may be exposed to noise levels that are low to moderate Qualifications KNOWLEDGE AND SKILLS: • Strong communication skills (both written and oral). • Ability to independently organize time and duties to conduct the daily, weekly and monthly responsibilities of residential services • Ability to synthesize data in client records to develop and implement appropriate and relevant habilitation plans and work adjustment training techniques. COMMUNICATION SKILLS: • Ability to communicate effectively and persuasively (verbally and in writing) with a wide range of stakeholders. TOOLS AND EQUIPMENT: • Basic computer skills. COGNITIVE REQUIREMENTS: • Ability to analyze data, program related issues and needs to facilitate planning and staff and program development. • Ability to work with a variety of individuals and agencies to effectively and efficiently coordinate services. • Work with minimal supervision. • Ability to handle multiple tasks and/or demands of one's time from others. • Ability to work as a team member to facilitate service delivery. • Patience and diplomacy when dealing with difficult clients, staff, and other agencies. • Ability to handle stress. • Ability to train staff in their various job duties. EDUCATIONAL AND EXPERIENCE REQUIREMENTS: • Direct supervisory experience within a residential setting for persons with disabilities required. • Bachelor's Degree in rehabilitation, social service or humanities, preferred. • Ability is required to intervene in crisis situations, to work cooperatively and effectively with staff and others in a team situation. • Ability to collect, analyze and present information regarding programming; to make decisions relating to services provided to consumers. • Ability to mediate concerns and problems with providers, clients, caregivers and staff in order to resolve programming problems. ADDITIONAL INFORMATION: . click apply for full job details

Job Description Job Description POSITION PURPOSE: The program manager is responsible for ensuring that participants' needs are being met to the highest standard in the following areas including but not limited to medical, financial, social and emotional. The program manager is also responsible for the overall personnel management of quality Direct Support Professionals and support staff who are committed to carrying out Paladin's mission WORK CONDUCT: • Maintains a positive and enthusiastic attitude. • Works harmoniously and effectively with staff and the public. • Arrives to work on time. • Keeps work space clean and organized. • Stays awake and alert while on work time. • Works a flexible schedule including evenings and weekends as assigned. • Works the full hours per week for the position. • Effectively works under stressful situations with problem customers ESSENTIAL FUNCTIONS: • Maintains a positive and enthusiastic attitude. • Ensures service operations, processes and staff practices promote maximum participation of the individuals receiving services. • Leads the development of staff in relation to identifying and understanding client needs. • Promotes a culture of continuous improvement among staff by establishing quality systems and processes that are established and adhered to properly. • Be available on an on-call basis as appropriate; will work with other residential supervisors, case managers and respite manager to develop on-call strategies. • Monitor key performance indicators and business plan objectives. • Manages the forecasting, establishment and maintenance of appropriate staffing structures and levels to meet service delivery requirements. • Promotes the work of Paladin and the needs of persons with disabilities through attendance at various community events, and develops appropriate networks within the wider community. • Supervises assigned staff positions, enforces agency policies and procedures, and conducts performance evaluations • Attends necessary meetings, in-services, and professional development activities. • Responsible for making sure that all required program staff and volunteer training is completed based on all applicable standards, guidelines and agency requirements by approved trainers. • Coordinates and communicates services with appropriate agency staff, external agency. Works closely with assigned Program Managers to insure proper service delivery. • Follows all agency policies and procedures regarding the use and release of confidential information and confidential protected health information. • Complies with Paladin human resource and fiscal policies, Employee Handbook, county, state and federal laws and regulations as they relate to Paladin, Inc. • Shall perform any other job related function as assigned. CASE MANAGEMENT: • Ensures the atmosphere is therapeutic provides optimal growth for individuals, and preserves individuals dignity and self-worth • Schedule, lead, and participate in interdisciplinary team meetings, while assuring continuity between services. • Ensure timely reporting is completed for internal/external reportable incidents. • Ensures timely and thorough communication in regard to participants care with interdisciplinary team. • Maintains up to date records and reports and general case management procedures in compliance with funding sources, CARF, and agency requirements. • Develops and implements individualized program plans (ISP's) with each consumer assigned a case load. • Communicates directly with families, guardians, case managers/service coordinators in a manner that encourages the continued growth and happiness of participants. • Promotes a positive, cooperative relationship with day programs or other support services. • Assures proper implementation of participants' plan including but not limited to (dietary, high risk, behavioral etc.). • Monitors participants financials by regularly checking participants' cash on hand, bank statements, and coordinate individuals spend down as appropriate. • Works closely with eligibility specialist to ensure ongoing benefits are maintained including but not limited to (Medicaid, social security, etc.). • Verbally report, investigate, complete written reports and follow up on all aspects of individual abuse, neglect, exploitation cases with prescribed time frames. PERSONNEL MANAGEMENT: • Know and assure implementation of all organization policies and procedures. • Ensure accessibility to staff as needed to provide guidance and instruction. • Ensure employees are adequately trained on an as needed basis in all areas of program implementation including but not limited to (client specific, financials, medication administration, program specific, etc.). • Complete disciplinary action and termination actions of program staff in consultation with supervisor and Human Resources Department. • Provide thorough, complete, and timely on-site orientation to new employees. • Provide coaching and development of all employees. • Monitor staff development and conditions of employment (including agency wide trainings and various compliance items. • Monitor and audit employee time reports in accordance with payroll deadlines. Authorize overtime and mileage expense for employees within assigned budgets. Approve time cards while assuring accuracy of pay and benefit category. • Develop and implement core schedules for employees according to the needs of individual and requirements of the program. If unable to find adequate staff to fill a shift, program manager may need to perform direct support professional responsibilities. • Conducts annual and as needed performance evaluations. OVERALL: • Ensure timely completion of job duties. • Effectively contributes to problem solving and developing new processes and procedures, in response to changing customer service expectations and system wide goals. • Effectively communicates to staff and customers verbally and in writing. • Effectively contributes to the work and success of the team. • Report, acknowledge, and resolve complaints from outside contacts. TECHNOLOGY: • Effectively uses the following equipment: • Laptops, desktops, or other computer equipment • Printer, copier, fax, scanner, etc. • Mobile Devices • External storage devices • Effectively learns and uses integrated library software, Microsoft Office Suite, google apps for work, open source office software, and Active Directory • Effectively uses the internet • Effective learns and uses email. • Effectively learns and uses social media and apps as appropriate. PHYSICAL: • While performing the duties of this job, the employee is regularly required to use hands to: handle or feel objects, tools, or controls; reach with hands and arms; talk or hear; smell. The employee is occasionally required to sit, stand, walk, climb, balance, stoop, kneel, crouch, or crawl. The employee must occasionally life and/or move up to 50 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to focus. The employee must be able to perceive, initiate, or respond to fire alarms, warning sirens, and telephone system all call messages in a calm, rational manner, making sure that the other employs and patron are safe and out of the building. • While performing the duties of this job, the employee may be exposed to room temperature changes. • While performing the duties of this job, the employee may be exposed to noise levels that are low to moderate Qualifications KNOWLEDGE AND SKILLS: • Strong communication skills (both written and oral). • Ability to independently organize time and duties to conduct the daily, weekly and monthly responsibilities of residential services • Ability to synthesize data in client records to develop and implement appropriate and relevant habilitation plans and work adjustment training techniques. COMMUNICATION SKILLS: • Ability to communicate effectively and persuasively (verbally and in writing) with a wide range of stakeholders. TOOLS AND EQUIPMENT: • Basic computer skills. COGNITIVE REQUIREMENTS: • Ability to analyze data, program related issues and needs to facilitate planning and staff and program development. • Ability to work with a variety of individuals and agencies to effectively and efficiently coordinate services. • Work with minimal supervision. • Ability to handle multiple tasks and/or demands of one's time from others. • Ability to work as a team member to facilitate service delivery. • Patience and diplomacy when dealing with difficult clients, staff, and other agencies. • Ability to handle stress. • Ability to train staff in their various job duties. EDUCATIONAL AND EXPERIENCE REQUIREMENTS: • Direct supervisory experience within a residential setting for persons with disabilities required. • Bachelor's Degree in rehabilitation, social service or humanities, preferred. • Ability is required to intervene in crisis situations, to work cooperatively and effectively with staff and others in a team situation. • Ability to collect, analyze and present information regarding programming; to make decisions relating to services provided to consumers. • Ability to mediate concerns and problems with providers, clients, caregivers and staff in order to resolve programming problems. ADDITIONAL INFORMATION: . click apply for full job details

Description: Job Title: Consumer Lending Manager Department: Consumer Lending Reports to: Vice President of Consumer Lending Hours per Week: 40 hrs./week Salary Exempt Company Summary Welcome to Financial Plus Credit Union (FPCU) - 'The Place where it's Possible.' At FPCU, we believe in the power of collaboration, embrace inclusivity as a strength, and are driven by a shared commitment to success. Our community-centered approach goes beyond financial services; it's about fostering connections and making a positive impact. Join us, and be part of an environment that prioritizes wellness, encourages continuous learning, and opens doors to developing you into the person you want to be. Explore the opportunities that await you at FPCU - where you aren't just making a living but joining a PLACE where you can REACH your goals. Position Summary The Consumer Lending Manager is responsible for overseeing both the Consumer Loan Officer team, the Consumer Lending Operation Specialists, and the Loan Support Clerk, ensuring strong operational performance, underwriting consistency, member experience, and overall operational effectiveness. This role combines day-to-day leadership of lending and loan support staff with strategic oversight responsibilities focused on evaluating lending performance, identifying trends and opportunities, recommending operational improvements, and supporting initiatives designed to achieve organizational production, service, and portfolio growth goals while maintaining sound lending practices, operational consistency, and appropriate risk management. The Consumer Lending Manager works closely with the VP of Consumer Lending, Consumer Lending Processing Manager, Consumer Lending Systems Analyst, and other departments to support operational efficiency, process improvements, strategic initiatives, and organizational growth. This role balances production leadership, member service, operational collaboration, risk management, and employee development while ensuring compliance with all regulatory requirements. Essential Functions & Primary Responsibilities Oversee the Loan Officers, Consumer Lending Operations Specialists, and Loan Support Clerk, ensuring strong member experience, service consistency, operational effectiveness, underwriting quality, credit risk management and overall lending operational effectiveness. Provide leadership, direction, coaching, and performance management to lending and loan support staff while fostering a culture of accountability, collaboration, continuous improvement, and professional development. Support organizational consumer lending growth objectives through strategic leadership, operational analysis, production monitoring, and data-driven recommendations. Analyze lending production trends, pull-through ratios, application sources, operational performance, and portfolio growth opportunities to identify areas requiring improvement or strategic focus. Provide recommendations to senior leadership regarding operational changes, workflow improvements, staffing needs, product enhancements, promotional opportunities, service strategies, and process efficiencies to support organizational lending goals. Monitor loan application conversion metrics, funded loan ratios, turnaround times, productivity, and member experience trends to identify opportunities for improvement. Coach and develop team on underwriting consistency, operational effectiveness, product knowledge, member experience expectations, and lending best practices. Partner with internal departments to support lending knowledge, workflow alignment, operational consistency, and member experience throughout the lending process. Identify development opportunities and assist in preparing team members for increased responsibilities and future leadership opportunities. Assist with escalated lending decisions, exception requests, member concerns, and complex lending situations while balancing member experience, organizational policy, and risk management. Ensure lending decisions, exception handling, and operational processes are consistently documented and aligned with organizational policies, procedures, and risk tolerance. Partner closely with the Consumer Loan Processing Manager to ensure seamless workflow coordination, efficient handoffs, funding timeliness, and operational consistency throughout the loan lifecycle. Collaborate with Retail Delivery, Digital, Processing, Indirect Lending, Marketing, and other departments to improve workflows, reduce member friction, and enhance the overall lending experience. Participate in cross-functional projects and process improvement initiatives supporting consumer lending efficiency, scalability, and member service. Partner with the Consumer Lending Systems Analyst to identify operational inefficiencies, support workflow enhancements, participate in user acceptance testing, and assist with implementation and adoption of lending technology initiatives. Provide operational input and feedback regarding loan origination systems, workflow tools, automation opportunities, and process improvements. Monitor and manage departmental performance metrics including funded loan volume, application conversion, approval ratios, turnaround times, productivity, service standards, member experience, and portfolio trends. Utilize production reporting and operational analytics to identify performance gaps, process inefficiencies, and opportunities for growth, operational improvement, and enhanced member experience. Utilize reporting and analytics to identify trends, improve operational performance, and support strategic decision-making. Analyze lending performance, portfolio trends, operational data, and member experience feedback to identify opportunities for growth and improvement. Support strategic lending initiatives, promotional campaigns, and market growth efforts in partnership with senior leadership and marketing. Maintain and improve member service by ensuring inquiries, applications, and member issues are handled professionally, consistently, and promptly. Conduct quality reviews and audits to ensure lending accuracy, operational consistency, compliance, and proper documentation. Stay up to date on industry trends, lending laws, operational best practices, and product innovations to recommend improvements and new opportunities. Assist in budgeting, forecasting, and strategic planning for the consumer lending division. Work collaboratively with third-party vendors, partners, and internal stakeholders to support lending operations and organizational initiatives. Oversee the processing and management of title work, loan payoffs, release of liens, and UCC filings. Promote a positive team environment, encouraging collaboration and high-quality service. Ensure employees have the tools, materials, and training necessary for success. Ensures compliance with all federal and state laws and regulations, including the Bank Secrecy Act, Patriot Act, and Office of Foreign Asset Controls, and should request legal interpretation as necessary. Must ensure subordinates are also compliant with such laws and regulations. Must be bondable. Perform other duties as assigned. Requirements: Education & Qualifications Bachelor's degree in Finance, Business Administration, or related field; or equivalent work experience. 3 to 5 years of previous consumer lending experience with a proven performance record, with leadership or management experience preferred. Strong understanding of consumer lending regulations, underwriting principles, operational workflows, and member service expectations. Experience leading teams in a fast-paced lending environment focused on balancing growth, service, operational efficiency, and risk management. Experience working with loan origination systems, workflow automation, reporting tools, and lending technology platforms preferred. Strong communication, coaching, organizational leadership, and relationship-building skills. Ability to analyze operational data and utilize reporting to drive performance improvements and strategic decision-making. Candidate must have a thorough understanding of the Loan Policy and Guidelines. Candidate must be knowledgeable of Credit Unions product and services and demonstrate the ability to cross-sell and build deeper relationships with our membership. This position requires an understanding of basic computer skills including Microsoft 365 suite applications. Skills and Abilities Strong leadership and management skills with the ability to motivate, coach, and develop high-performing teams. Strong analytical and organizational skills with the ability to evaluate operational performance and make data-driven decisions. Exceptional problem-solving skills with a solution-oriented mindset. Detail-oriented with a strong focus on operational consistency, compliance, and member experience. Ability to handle multiple priorities in a fast-paced environment while meeting deadlines. Strong interpersonal, verbal, and written communication skills. Ability to build collaborative relationships across departments and effectively navigate operational challenges. Presents a positive and professional image to members and team members through effective and courteous verbal and written communications. . click apply for full job details

Job Description: Job Description POSITION PURPOSE: The program manager is responsible for ensuring that participants' needs are being met to the highest standard in the following areas including but not limited to medical, financial, social and emotional. The program manager is also responsible for the overall personnel management of quality Direct Support Professionals and support staff who are committed to carrying out Paladin's mission WORK CONDUCT: • Maintains a positive and enthusiastic attitude. • Works harmoniously and effectively with staff and the public. • Arrives to work on time. • Keeps work space clean and organized. • Stays awake and alert while on work time. • Works a flexible schedule including evenings and weekends as assigned. • Works the full hours per week for the position. • Effectively works under stressful situations with problem customers ESSENTIAL FUNCTIONS: • Maintains a positive and enthusiastic attitude. • Ensures service operations, processes and staff practices promote maximum participation of the individuals receiving services. • Leads the development of staff in relation to identifying and understanding client needs. • Promotes a culture of continuous improvement among staff by establishing quality systems and processes that are established and adhered to properly. • Be available on an on-call basis as appropriate; will work with other residential supervisors, case managers and respite manager to develop on-call strategies. • Monitor key performance indicators and business plan objectives. • Manages the forecasting, establishment and maintenance of appropriate staffing structures and levels to meet service delivery requirements. • Promotes the work of Paladin and the needs of persons with disabilities through attendance at various community events, and develops appropriate networks within the wider community. • Supervises assigned staff positions, enforces agency policies and procedures, and conducts performance evaluations • Attends necessary meetings, in-services, and professional development activities. • Responsible for making sure that all required program staff and volunteer training is completed based on all applicable standards, guidelines and agency requirements by approved trainers. • Coordinates and communicates services with appropriate agency staff, external agency. Works closely with assigned Program Managers to insure proper service delivery. • Follows all agency policies and procedures regarding the use and release of confidential information and confidential protected health information. • Complies with Paladin human resource and fiscal policies, Employee Handbook, county, state and federal laws and regulations as they relate to Paladin, Inc. • Shall perform any other job related function as assigned. CASE MANAGEMENT: • Ensures the atmosphere is therapeutic provides optimal growth for individuals, and preserves individuals dignity and self-worth • Schedule, lead, and participate in interdisciplinary team meetings, while assuring continuity between services. • Ensure timely reporting is completed for internal/external reportable incidents. • Ensures timely and thorough communication in regard to participants care with interdisciplinary team. • Maintains up to date records and reports and general case management procedures in compliance with funding sources, CARF, and agency requirements. • Develops and implements individualized program plans (ISP's) with each consumer assigned a case load. • Communicates directly with families, guardians, case managers/service coordinators in a manner that encourages the continued growth and happiness of participants. • Promotes a positive, cooperative relationship with day programs or other support services. • Assures proper implementation of participants' plan including but not limited to (dietary, high risk, behavioral etc.). • Monitors participants financials by regularly checking participants' cash on hand, bank statements, and coordinate individuals spend down as appropriate. • Works closely with eligibility specialist to ensure ongoing benefits are maintained including but not limited to (Medicaid, social security, etc.). • Verbally report, investigate, complete written reports and follow up on all aspects of individual abuse, neglect, exploitation cases with prescribed time frames. PERSONNEL MANAGEMENT: • Know and assure implementation of all organization policies and procedures. • Ensure accessibility to staff as needed to provide guidance and instruction. • Ensure employees are adequately trained on an as needed basis in all areas of program implementation including but not limited to (client specific, financials, medication administration, program specific, etc.). • Complete disciplinary action and termination actions of program staff in consultation with supervisor and Human Resources Department. • Provide thorough, complete, and timely on-site orientation to new employees. • Provide coaching and development of all employees. • Monitor staff development and conditions of employment (including agency wide trainings and various compliance items. • Monitor and audit employee time reports in accordance with payroll deadlines. Authorize overtime and mileage expense for employees within assigned budgets. Approve time cards while assuring accuracy of pay and benefit category. • Develop and implement core schedules for employees according to the needs of individual and requirements of the program. If unable to find adequate staff to fill a shift, program manager may need to perform direct support professional responsibilities. • Conducts annual and as needed performance evaluations. OVERALL: • Ensure timely completion of job duties. • Effectively contributes to problem solving and developing new processes and procedures, in response to changing customer service expectations and system wide goals. • Effectively communicates to staff and customers verbally and in writing. • Effectively contributes to the work and success of the team. • Report, acknowledge, and resolve complaints from outside contacts. TECHNOLOGY: • Effectively uses the following equipment: • Laptops, desktops, or other computer equipment • Printer, copier, fax, scanner, etc. • Mobile Devices • External storage devices • Effectively learns and uses integrated library software, Microsoft Office Suite, google apps for work, open source office software, and Active Directory • Effectively uses the internet • Effective learns and uses email. • Effectively learns and uses social media and apps as appropriate. PHYSICAL: • While performing the duties of this job, the employee is regularly required to use hands to: handle or feel objects, tools, or controls; reach with hands and arms; talk or hear; smell. The employee is occasionally required to sit, stand, walk, climb, balance, stoop, kneel, crouch, or crawl. The employee must occasionally life and/or move up to 50 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to focus. The employee must be able to perceive, initiate, or respond to fire alarms, warning sirens, and telephone system all call messages in a calm, rational manner, making sure that the other employs and patron are safe and out of the building. • While performing the duties of this job, the employee may be exposed to room temperature changes. • While performing the duties of this job, the employee may be exposed to noise levels that are low to moderate Qualifications KNOWLEDGE AND SKILLS: • Strong communication skills (both written and oral). • Ability to independently organize time and duties to conduct the daily, weekly and monthly responsibilities of residential services • Ability to synthesize data in client records to develop and implement appropriate and relevant habilitation plans and work adjustment training techniques. COMMUNICATION SKILLS: • Ability to communicate effectively and persuasively (verbally and in writing) with a wide range of stakeholders. TOOLS AND EQUIPMENT: • Basic computer skills. COGNITIVE REQUIREMENTS: • Ability to analyze data, program related issues and needs to facilitate planning and staff and program development. • Ability to work with a variety of individuals and agencies to effectively and efficiently coordinate services. • Work with minimal supervision. • Ability to handle multiple tasks and/or demands of one's time from others. • Ability to work as a team member to facilitate service delivery. • Patience and diplomacy when dealing with difficult clients, staff, and other agencies. • Ability to handle stress. • Ability to train staff in their various job duties. EDUCATIONAL AND EXPERIENCE REQUIREMENTS: • Direct supervisory experience within a residential setting for persons with disabilities required. • Bachelor's Degree in rehabilitation, social service or humanities, preferred. • Ability is required to intervene in crisis situations, to work cooperatively and effectively with staff and others in a team situation. • Ability to collect, analyze and present information regarding programming; to make decisions relating to services provided to consumers. • Ability to mediate concerns and problems with providers, clients, caregivers and staff in order to resolve programming problems. ADDITIONAL INFORMATION: • Required to change work and/or personal schedules to meet time requirements of position. • Responsible for the safety of all staff and clients under his/her supervision. • May be asked to serve on various agency committees PI8e0043ab44d8-3648