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Our employees are focused on improving the lives of the people who borrow and save at our credit union. Why? 

We are a cooperative business, and each member has a share in our operations, and in our success. Our employees consistently find low-cost financial solutions to help our members save money, and take the extra step to make processes easy. This mission to provide simple, low-cost financial solutions directs our operations, guides our employees and determines our success.

We’ve gained a reputation as a company that cares for its members and the employees who serve them. We believe in rewarding our team for helping us grow, and offer a rewarding and challenging work opportunity in a pleasant environment, along with an excellent benefit package. We carefully screen applicants, to ensure they share our passion to help others and are committed to sharing a positive attitude with the Heritage team. 

Ready to Apply?

If you have a passion to help others succeed and think you have what it takes to join our team, please review our current job opportunities below. Download and complete our online application and send a resume with cover letter stating which position you are interested in, along with salary requirements, to the mail, fax or email contact below.

Mail

Human Resources

1212 Huxley Street

Madison, WI 53704

Fax

608-246-4250

Email

humanresources@heritagecu.org


Current Opportunities

Vice President of Lending – Madison, WI (Corporate)

Heritage Credit Union has an exciting new opportunity for VP of Lending. This is a key position and the successful candidate will play a significant role in the continued growth and success of our organization. Founded over 80 years ago, Heritage Credit Union is a financially strong, growth oriented financial institution with assets over $330 million serving more than 27,000 members.With branches in Wisconsin and Illinois, Heritage Credit Union has gained a reputation as an organization that cares for our members and the employees who serve them.

We are looking for a leader with proven skills in strategic planning, loan growth, portfolio management, secondary market relationships, asset quality and recoveries. This position will be responsible for successfully leading the real estate lending, consumer lending and collections departments.

Essential functions include:

  • Develops, executes and monitors overall member contact strategies to create an environment that acknowledges the importance of ongoing and deep member relationships. Ensures simple, consistent and convenient services, creates a positive member experience while achieving all sales and service metrics.
  • Manages the loan portfolio to achieve a risk/reward balance to attain budgeted loan growth while maintaining the established asset quality target.
  • Develops, recommends, implements and monitors loan programs, products, pricing, delivery channels and promotions to ensure competitiveness and growth.
  • Participates in the strategic planning process (including growth projections and asset quality).
  • Implements strategic plan and budgets. Ensures measurable outcomes are achieved.
  • Monitors industry trends and maintains current knowledge of applicable market and industry developments and regulatory requirements.
  • Creates, develops, recommends, administers and monitors collection and lending policies/guidelines and ensures compliance with these policies, guidelines and applicable rules and regulations.

Qualifications and Skills: 

The VP of Lending will have five ten years of similar or related experience, a Bachelors Degree in Business Administration, and advanced knowledge of lending and collections, rules, regulations and best practices.

Job Type: Full-time

Required experience: Lending: 5 years 


Compliance Specialist – Madison, WI (Corporate)

The Compliance Specialist is responsible for ensuring compliance to policies and procedures.  This detail oriented position is responsible for understanding financial regulations and helps the credit union by conducting audits on internal processes and procedures.  This position is responsible for corresponding with a diverse group of important external contacts.  The Compliance Specialist is a member service oriented individual with a high degree of integrity and professionalism, handling and assembling confidential and sensitive information. 

Qualified candidates will have advanced knowledge of financial institution operations and compliance.  Excellent verbal and written communication, solid mathematical skills, detail orientation, as well as, professional interpersonal skills are essential. 


Mortgage Loan Processor – Madison, WI (Corporate)

Heritage Credit Union has an opportunity for a Mortgage Loan Processor at our home office in Madison. The Mortgage Loan Processor is responsible for gathering and analyzing financial information in order to determine qualifying status for mortgage loans and other loans, as well as, reviewing and verifying documents for accuracy.  This requires timely loan processing, while ensuring loans are compliant with current regulations/guidelines, as well as the credit union’s policies and procedures. The person in this position will handle each application from submission to closing preparation.  Demonstrated ability of detail orientation and excellent customer service are required.

Qualified candidates will have a minimum of 1 year experience processing, analyzing and/or approving mortgage loan applications.  Knowledge of FNMA/FHLMC/FHLB/Government/Secondary Market underwriting guidelines is preferred.


Tellers – Ladysmith, WI & Rockford, IL

Heritage Credit Union has an immediate opening for full and part-time Tellers. If you are a dynamic team-player with sales and customer service experience we want you to join our team in Ladysmith, WI or Rockford, IL.

In this role you get to build relationships and enhance member experience while providing prompt, efficient, confidential and accurate service in the processing of transactions. You will recognize opportunities to meet members’ needs and use the knowledge you gain on our products and services to present appropriate referrals. You will respond to members’ requests in a friendly, positive and professional manner.

Prior retail or banking experience preferred, exceptional interpersonal skills required. This position is scheduled to work Monday – Friday and Saturday mornings on a rotating schedule.


Applicants have rights under Federal Employment Laws.  FMLA EEO EPPA

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