Description
POSITION SUMMARY
The Merger Specialist will assist the Manager of Conversions with project management, vendor communications, and performing data entry and configuration functions related to a credit union's merger or conversion into CU*BASE. This position works closely with credit union clients and the Manager of Conversions to provide support prior to, during, and following each merger or conversion. The Merger Specialist reports to the Manager of Conversions.
ESSENTIAL JOB FUNCTIONS
1. Attend CU*Answers University classes as well as internal training sessions to develop a thorough knowledge of CU*BASE.
2. Increase knowledge to be able to perform merger pre-site visits unassisted.
3. Increase knowledge to be able to assume responsibility for the success of merger installations in CU*BASE as assigned by the Manager of Conversions.
4. Assist with researching "second level" problems and incidents.
5. Assist with incoming and outgoing phone calls with vendors and credit unions as related to mergers.
6. Assist with communications as needed to third party vendors on behalf of the client and/or CU*Answers.
7. Maintain a positive contribution as a member of the Conversion team and complete all tasks assigned by management to meet team objectives.
8. Consistently look for opportunities to increase merger or conversion knowledge and expand on existing documentation, knowledge of CU*Answers, familiarity of credit union operations and training, and problem-solving skills.
9. Increase knowledge of third-party vendors and keep abreast of changes.
10. All other duties as assigned by the Manager of Conversions.
JOB QUALIFICATIONS
1. High school graduate or equivalent is required.
2. Two-year degree in a business-related field or equivalent work experience is suggested.
3. Possess a thorough working knowledge of Microsoft Word, Excel, and Outlook.
4. Extensive knowledge of credit union operations, regulations and procedures, accounting and balancing functions is preferable.
5. Ability to deliver software support to any client personality style.
6. Excellent verbal and written communication skills, including classroom training experience and expertise.
7. Ability to effectively communicate with credit union upper management during the merger or conversion process.
8. Ability to travel to client sites to provide training and support for conversions or mergers.
9. Ability to use discretion when dealing with sensitive or confidential data.
10. Valid drivers license is required.
11. CU*Base experience preferred.
CU*Answers is an Equal Employment Opportunity employer that supports the unique perspectives and experiences from all employees and supports a collaborative community spirit. All qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any status or condition protected by applicable federal, state or local laws.
CU*Answers maintains a strong policy of equal employment opportunities for all employees and applicants for employment. We strive to be consistent in hiring, training, promoting, and compensating employees on the basis of personal competence and potential for advancement without regard for race, color, religion, sex, national origin, age, sexual orientation, transgendered status, marital status, pregnancy, disability, citizenship, genetic information, veteran or military status, height, weight, as well as other classifications protected by applicable federal, state and local laws. Our equal employment opportunity philosophy applies to all aspects of employment with CU*Answers, including recruiting, hiring, training, assignment, transfer, promotion, job benefits, pay, demotion, dismissal, and educational assistance.
