Peak Credit Union

This role facilitates the onboarding of members through digital channels, including opening accounts and providing service support. The representative proactively identifies opportunities for loans and financial services while maintaining compliance with regulatory standards.

The specialist manages member interactions across calls, chats, and secure messages to address financial needs and promote credit union products. They provide technical support for digital services while ensuring adherence to security protocols and fraud detection standards.

This position oversees large, complex projects and programs to ensure alignment with organizational strategy and long-term goals. The role involves mentoring other project managers, driving business process optimization, and leading cross-functional teams to deliver measurable outcomes.

Manage member interactions across calls, chats, and secure messages to handle financial transactions and provide technical support for digital services. Promote credit union products and services while adhering to security protocols and fraud detection measures.

Responsible for managing commercial loan portfolios, performing technical and administrative duties, and supporting Commercial Loan Officers with credit relationships. This includes underwriting complex loan requests, conducting annual reviews, and monitoring credit risk for existing borrowers.