Careers


Our Careers Center includes full- and part-time positions and other opportunities at Inclusiv and at Inclusiv-member CDCUs nationwide.

Career Opportunities at Inclusiv

Inclusiv is a dynamic, growth-oriented intermediary specializing in bringing financial services to low-income communities through nonprofit, member-owned community development credit unions (CDCUs).  Based in New York City, Inclusiv provides financial, technical, and educational services to credit unions serving low-income and economically disenfranchised communities. Please click below for details on this opportunity.

Fiscal Intern (New York, NY)

Position:  Student Intern – Accounting

Major: Accounting or Finance. Must be at Junior or Senior in Undergraduate Studies

Accepting Applications Through:  12/17/2021

Position Schedules: 20-25 hours per week split over four days

Location: Inclusiv’s NYC office in the financial district

Compensation: Rate of pay is $17.00 per hour

Inclusiv is seeking a motivated and enthusiastic Accounting Intern to join our collaborative Accounting/Finance team. As the Accounting Intern at Inclusiv, you will be responsible for helping make the daily accounting operations of our organization run smoothly. The ideal candidate is eager to learn, highly organized and has demonstrated knowledge a solid understanding of accounting principles. You will be very involved in day-to-day operational activities, where you'll have an immediate impact on the team.

You will work on a multitude of accounting activities, including: Accounts Payable (A/P), Accounts Receivable (A/R), Cost Accounting, Administrative and ad hoc projects.

Primary Responsibilities:

  • Assist Accounting staff with time, vendor and staff expense allocations.
  • Posting Accounts payable invoices into the Fund EZ Accounting software.
  • Verify Vendor account status, review and process bills for payment.
  • Enter cash receipt transactions into FUND-EZ accounting software.
  • Filling all A/P and miscellaneous vendor invoices.
  • General accounting reconciliations.
  • Support month and quarter end close process.
  • Support Budget creation/tracking and Audit preparation

 

Qualifications:

  • Proficiency in Microsoft Excel and Microsoft Word.
  • Knowledge of FUND –EZ or similar fund accounting platforms.
  • Strong acumen for accounting and numeric data.
  • Excellent verbal and written communications skills.
  • Ability to work efficiently and effectively in a team environment.
  • Must be in Junior or Senior level of undergraduate studies

How to Apply: Please send a current resume with a cover letter to accounting@inclusiv.org, referencing Accounting Intern in the subject line. 

About Inclusiv

Inclusiv is an equal opportunity employer that works with member credit unions which serve ethnically, economically, and geographically diverse markets and communities. We value our diverse staff and membership and seek to maintain that tradition of diversity in all of our recruitment efforts. It is the policy of Inclusiv to provide equal opportunity in all aspects of employment to all employees or applicants for employment without discrimination on the basis of regard to sex, race, color, religion, age, ancestry, national origin, disability, marital status, sexual orientation, gender identity, veteran status and any additional categories protected by applicable federal, state or local laws. Founded in 1974, Inclusiv is headquartered in New York, NY.

 

Career Opportunities at Inclusiv member credit unions

Posting of positions is free for all Inclusiv members. Submit a new position!

Greylock Federal Credit Union – Vice President, Controller (Pittsfield, MA)

Are we the place for you?
At Greylock Federal Credit Union (Pittsfield, MA) we are guided by our IDEA principles – Inclusion, Diversity, Equity, and Accessibility – to support a workforce that reflects our community in western Massachusetts, Columbia County, New York, and Bennington, Vermont. We have a mission and goal of building a diverse workforce - reflecting multiple identities - and supporting the diverse communities where we are based.

Our team is deeply committed to three key components: High quality financial services for all; placing the member first; and meeting people where they are. Each of our employees holds these principles at the heart of how they serve. Our VP-Controller has the opportunity to live these daily in leadership to his/her/their team and in how you support the financial well-being of the credit union and how we meet members’ needs. Aligning with these principles and our core values of passion, compassion, integrity, creativity, stewardship, and fiscal responsibility will make Greylock and you a right fit.

Is this the role for you?
Reporting to the SVP-Finance, the VP-Controller plays a critical leadership role on our finance team, partnering to create an environment that helps all areas of the credit union meet our members’ needs.
Well-grounded in accounting and clear on balance sheet strategies, our VP-Controller will also live and lead with heart. If you have earned a CPA, we will know how serious you are about accounting. If you can tell us how you have helped build up another leader, we will know you might be right for our team.

Cross-functional, organizational understanding and collaboration will help you succeed at Greylock. This will contribute to your success in working with other team members and in engaging with auditors and examiners to demonstrate regulatory compliance and clear understanding of audit practices.
The VP-Controller is responsible for preparing financial statements in accordance with GAAP, conducting month-end, quarter-end, and year-end book closings, and preparing and filing assigned regulatory reports. Familiarity with NCUA Call Reports is helpful. Some understanding of Asset Liability Management will help you contribute in ALCO meetings.

Done well, this role offers a clear career path to the SVP-Finance or CFO role for a high-performing team member. Top candidates will demonstrate a passion for personal growth, competency in the technical needs of the position, and enthusiasm for developing others on the team to build a strong department.

Let’s get to know each other.
To apply, send a letter that describes why Greylock is the place you want to bring your talent. Tell us about how you have developed your leadership skills and financial understanding.

Include a resume or link to your LinkedIn profile so we can see the 5-to-7 years of related experience and any certifications (such as a CPA) that have prepared you for this key leadership role at Greylock FCU.

A cover letter and resume are required to complete your application.

APPLY HERE

Greylock Federal Credit Union – $750 Bonus Available: Full Time Teller (Hudson, NY)

We are guided by our IDEA principles – Inclusion, Diversity, Equity, and Accessibility – to support a workforce that reflects our community.  Our principles support Greylock’s mission and our goals of building a diverse workforce – reflecting multiple identities – and supporting the diverse communities we serve. We strive to ensure that the spaces in which we work and community members we engage are inclusive.

  ** Greylock Federal Credit Union is based in the Berkshires. Travel to Pittsfield, MA and other Berkshire locations is required for training and other company sponsored events. Travel will be reimbursed in accordance with Greylock policy and procedure.*** 

*** $750 non-discretionary bonus available for a full time Bilingual Teller. Eligibility for the bonus is $375 at hire, and $375 after 6 months of continued full time service"

Under the supervision of the Teller Supervisor, performs a variety of teller and member services to Credit Union members in conformance with established Credit Union policies, strategies and procedures.

Key Job Requirements:

1.    Performs any functions, within scope of authority and expertise to provide the highest level of service and responsiveness to the members served by the Credit Union while performing all duties in accordance with prescribed regulatory compliance guidelines and Credit Union policies and procedures.

2.    Accurately processes a variety of member transactions in accordance with cash handling procedures and policy (deposits, withdrawals, loan payments, check cashing, etc). Cross-trained to effectively image checks to assist with the Branch Capture function. Balances cash, work and ensures proper documentation is signed and stamped at end of day.

3.    Actively cross sells and provides information concerning Credit Union products and services in accordance with Credit Union policies. Promotes Branch business development and seeks to broaden member base. Responds to member inquiries and refers to Member Services for further action as needed.

4.    Adheres to branch security practices and guidelines (secures work station, keys, combinations, key-card and member information), and regulatory compliance. Accountable for organizing work station, inventorying cash/coin, requesting currency and hand counting upon receipt. Keeps abreast of ongoing changes, specific to job knowledge, through the use of comprehension exercises, questionnaires and the GOLD/BVS (Greylock Online Learning and Development) courses.

5.    Actively participates in all sales campaigns through the use of The Product Knowledge Center, TMAs and Forums.

Related Responsibilities:

6.    Uses Greylock’s principles of Relationship Decisioning.

7.    Promotes the Credit Union wherever and whenever possible. Encouraged to actively represent the Credit Union in local civic, community and professional organizations.
The above is a description of the ordinary duties of the position. It should be expected that from time to time other duties related and unrelated to the above, may be assigned and, therefore, required.

Position Requirements:

•    High School diploma or its equivalent.
•    Six months cash handling experience in a financial or service related position preferred.
•    Good organizational, interpersonal, communication, problem solving skills and attention to detail required.
•    Ability to efficiently and effectively service high a volume of transactions.
•    Perform as a team player, displaying positive and professional attitude toward members and co-workers.
•    Ability to use various types of office equipment, including office software, spread sheet applications and adding machines and PC proficient in Microsoft Office.
•    Ability to lift up to 25 pounds and stand for a long period of time.

Supervisory Scope:

None

APPLY HERE

Kaua'i Government Employees FCU – Lending Director (Kaua'i, HI)

Job Title: Lending Director

FLSA Status: Exempt

Reports to: EVP /Chief Operations Officer

PURPOSE AND SCOPE

  • Responsible for executing thecredit union’s short and long-term lending strategy.
  • Provide leadership and guidance to the daily functions of the lending department. Understands the mission of the credit union.
  • Exercises sound judgment in making decisions that are mutually in the interest of the member and the credit union within the framework of the credit union’s mission.

ESSENTIAL JOB FUNCTIONS

  1. Directly responsible for the coordination of the day-to-day functions of the lending department and direct supervision of the staff. Ensures that the functions of the lending department are in line with the overall member experience strategy as set forth by the executive team.
  2. Promotes the credit union’s strategic objectives related to workplace culture. Actively develops and provides support to the lending team. Participates in the hiring and onboarding of new staff. Trains, coaches, and facilitates career growth plans for lending department staff. Conducts performance appraisals of direct reports.
  3. Works closely with the Chief Operations Officer to ensure that lending processes and programs are appropriate and relevant to the credit union’s existing and potential membership base. Makes recommendations for and assists with the creation of and implementation of new lending programs.May be tasked to build programs for consumer, small business, and real estate lending.
  4. Participates in the credit union’s lending function. Meets with members and potential members, underwrites applications for credit, and responsible for making sound lending decisions. Serves as a resource to staff and approves exceptions to policy limits when appropriate.
  5. Participates in community outreach with an eye toward identifying the needs of the community and opportunities for enhancing the credit union’s member experience and product positioning. Effectively represents and promotes the credit union and develops new business relationships.
  6. Monitors the credit union’s delinquent loan portfolio and ensures that appropriate action is being taken to remedy delinquencies.
  7. Maintains an up-to-date understanding of, and ensures that the department remains compliant with, lending and collections-related laws and regulations.
  8. Ensures effective internal controls within the lending department.
  9. Assists the executive team in the timely reporting of credit quality and performance data to the Board of Directors, regulators, and other stakeholders.
  10. Must comply with applicable policies, laws and regulations, including but not limited to the Bank Secrecy Act, the USA PATRIOT Act, Office of Foreign Assets Control, and the Equal Credit Opportunity Act.
  11. Performs other duties as assigned.

SUPERVISION RECEIVED

  • Work with direct supervision from the Member Services Supervisor.
  • Empowered to solve problems in a professional and timely manner.
  • Exercise discretion and independent judgment in tasks/situations detailed in departmental procedures.

MANAGEMENT/SUPERVISORY RESPONSIBILITIES

Directly Supervises: Lending Specialist, Loan Officers, Credit Recovery Officer, Loan Clerks, and other Lending Department staff

IDEAL EDUCATION AND/OR EXPERIENCE

  • Bachelor’s Degree or higher from and accredited college or university; and
  • Sufficient expertise and experience to inform the credit union’s underwriting philosophy and standards, as well as to guide the development of lending programs in the areas of consumer, small business, and real estate lending.

PHYSICAL DEMANDS

Work Environment:

  • “Moderate” noise level in an enclosed air-conditioned facility (e.g., office with computers, printers, work area with light traffic, telephones, etc.).
  • May require continuous communication via telephone and other electronic messaging for up to 4 hours.
  • Usually indoor work with occasional work outdoors.
  • Must be able to lift, push, and pull a minimum of 25 lbs.
  • Must be able to operate office equipment such as: computer, typewriter, fax, telephone, photocopier, and calculator.
  • Position may require prolonged sitting, standing, and walking.

TRAVEL REQUIREMENTS

Some travel may be required to attend meeting/educational offerings by car or aircraft to various locations throughout the United States. The length of the travel varies by purpose.

ATTENDANCE REQUIREMENTS

Please note that scheduled attendance requirements may change due to business needs.

Scheduled days of work when the credit union is open:Monday, Tuesday, Wednesday, Thursday from 7:40 a.m.4:40 p.m.

Friday staggered shifts (CU hours: 8:30 a.m. 6:00 p.m.)

Must be able to work additional hours, weekends, and Holidays as needed.

Resumes should be sent to careers@kgefcu.org.

Concord Federal Credit Union – Loan Underwriter/Loan Officer (Brooklyn, NY)

Organization Description

Founded in 1951, Concord Federal Credit Union (CFCU) is a $10 million community development financial institution dedicated to providing quality financial products and services to its membership. CFCU’s goal is to help its members improve their lives with the use of safe financial products and financial literacy resources. CFCU serves approximately 680 members primarily located in the central Brooklyn community of Bedford-Stuyvesant.
In anticipation of significant growth, CFCU is seeking a full-time Loan Underwriter/Loan Officer to assist in the processing of consumer, business and SBA loan applications.

Position Summary

Reporting to the Vice President and Chief Operating Officer, the Loan Underwiter/Loan Officer originates, underwrites and services loan applications from credit union members.

  • Origination, Underwriting, Closing
    • Understand and be able to describe the range of personal loan and business loan credit union products to credit union members
    • Understand and underwrite SBA loan products for small business credit union members; working knowledge of SBA products, services, documentation requirements and software
    • Assist the member in determining which product best fits their needs
    • Take in loan applications and required supporting documentation.
    • Ensure that documentation complies with AML/BSA requirements
    • Perform due diligence in underwriting consistent with credit union loan policy
    • Present completed loan applications to the VP/COO and recommend a lending decision
    • Prepare periodic reports of activity for credit union management
    • Communicate the decision to the applicant
    • Close loans
  • Portfolio Management
    • Maintain accurate loan files
    • Participate in delinquency meetings with Credit Union management and share in collection duties
    • Develop work-out strategies with borrowers who become delinquent or default on payment
  • Other Responsibilities
    • Suggest new loan products for the credit union
    • Coordinate implementation of new loan products
    • Ensure that loan product marketing materials are accurate and current
    • Promote the credit union and its loan products at community outreach events
    • Network with community and business leaders
    • Participate in financial literacy training sessions on lending

Requirements

Candidates must have

  • a Bachelor’s degree
  • 5 years experience as an underwriter or loan officer with a bank, savings & loan or credit union
  • strong computer skills
  • strong interpersonal skills
  • strong communication skills (oral and written)
  • ability to produce with a limited degree of supervision
  • ability to meet loan projection targets and deadlines
  • proficiency with MS Office products
  • exceptional maturity and compassion
  • a high degree of self-motivation, initiative, dedication and a commitment to the community development mission of CFCU
  • familiarity with the iPower software product is a plus
  • proficiency in Spanish is a plus

Salary

Salary commensurate with experience.
If interested, forward resume and cover letter to hello@concordfcu.org.

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