WEOKIE Federal Credit Union

BASIC FUNCTION Under general supervision, builds and maintains successful member relationships by funding and servicing loans to the member’s complete satisfaction, while simultaneously ensuring that supporting documentation and records are accurately prepared according to WEOKIE policies. Meets or exceeds all funding goals with minimum errors and processes pending loans in a timely, consistent manner. MAJOR ACTIVITIES 1)Provides an excellent member experience through good communication. Fully explains the terms of the loan along with payments, interest, etc. Ensures understanding of insurance products already sold by the Lending Specialist; making sure there are no questions prior to signing the loan documents.  2)Explains the pre-signing process, how documents will be received and what will be required prior to signing. Fully explains the post closing process, how to make payments, provide insurance, or any other communication required to make the member's experience as...

BASIC FUNCTION Demonstrates a highly motivated, positive, out- going, influential personality with a strong emphasis on sales and results orientation to ensure the credit union maximizes lending and sales opportunities with members who apply for credit over the phone. Consistently demonstrates the ability to think independently, outside the box, by effectively responding to each individual member’s unique situation; not stuck in a mass production box. MAJOR ACTIVITIES 1) Commands a thorough knowledge of the lending process from application to closing to ensure maximum funding rates. Demonstrates an unsurpassed commitment to exceptional member service and teamwork that ensures an experience with each encounter. Is fully knowledgeable of all credit union products and services and is able to confidently offer appropriate solutions to fit member need. Is able to clearly and effectively communicate with members and all levels of staff in oral and written form and is proficient...

BASIC FUNCTION  The Indirect Lending Specialist is responsible for performing the fulfillment tasks of loans acquired through the Indirect dealership channel.  This multistep process is crucial to ensuring accuracy of indirect loan documents, compliance with program requirements and timeliness of loan fulfillment with final payment to the dealerships.  MAJOR ACTIVITIES  1) The specialist performs a close inspection of all documents received in the indirect loan document package for quality assurance as well as ensuring 100% compliance is maintained. Complete daily auditing of funded loans to ensure compliance and procedural requirements are met. Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed.  Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated.  2) The specialist supports the Credit Union’s Indirect Lending Program by establishing positive working...

    POSITION DESCRIPTION   Title: Mortgage Loan Servicer and Quality Compliance 1 Revised: 10/16/2025         BASIC FUNCTION  Maintains and monitors portfolio mortgage loans from closing through the expiration of the regulatory retention period. Assist members daily with any questions or concerns with the servicing of their loans. Assist with Quality Control reviews.     MAJOR ACTIVITIES    Regular attendance in the work site.   Performs daily transactions and clerical tasks on the mortgage servicing data processing system.   Monitors and gathers items needed to complete loan files.   Assists members over the phone and in the office regarding the servicing of their mortgage loan.   Organizes and uploads closed loan file documents.   Maintains and monitors escrow accounts and performs escrow analysis.   Pays premiums for real estate taxes, mortgage...

The Member Advocate I will deliver extraordinary service while accurately and efficiently processing a variety of cash and inquiry transactions for members while adhering to applicable policies and procedures. The Member Advocate I will proactively suggest appropriate products and services to help members better manage their financial needs and provide information about the Credit Union, its mission, and its products and services. Major Activities:   Provide extraordinary member service by being knowledgeable, engaging with members, making members feel valued and consistently applying defined service standards. Accurately process transactions for members, including but not limited to, cashing checks, receiving deposits and payments, processing withdrawals, conducting information inquiries.  2. Listen actively to fully understand and answer members’ questions/concerns, and offer guidance to appropriate products and services. Proactively identify and make appropriate,...

    POSITION DESCRIPTION Title: Marketing Specialist – Graphic Design   BASIC FUNCTION The Marketing Specialist - Graphic Design is responsible for creating compelling visual content that supports WEOKIE Federal Credit Union's overall marketing strategy and brand identity. This position focuses heavily on graphic design, visual branding, print and digital materials, and creative asset development to ensure consistent, professional, and engaging visual communication with members. Assists Director of Marketing in developing and executing visual elements for the annual product promotion calendar, marketing campaigns, and brand initiatives.  MAJOR ACTIVITIES Design and produce visual marketing materials including brochures, flyers, posters, banners, digital ads, and in-branch collateral that align with WEOKIE's brand guidelines and credit union goals. Create both print-ready and web-optimized graphics for various marketing...

    Title: Member Advocate III (Sr. Counselor) Revised: 05/04/2025   Salary Grade: Non Exempt                                                                            Reports to: Member Relationship Manager  Department: Member Relationship Center                                            # Supervised Staff: 0 Mobile Device Eligible: No                                                                            Laptop Eligible: No     The Member Advocate III delivers extraordinary service while encouraging members and non members to choose the Credit Union as their primary financial services provider by proactively building member relationships. The Member Advocate III proactively suggests appropriate products and services to help members better manage their financial needs and provide information about the Credit Union, its mission, and its products and services.   Consultatively interact with members to help meet their spoken and unspoken financial...

  The Member Advocate I will deliver extraordinary service while accurately and efficiently processing a variety of cash and inquiry transactions for members while adhering to applicable policies and procedures. The Member Advocate I will proactively suggest appropriate products and services to help members better manage their financial needs and provide information about the Credit Union, its mission, and its products and services.   Provide extraordinary member service by being knowledgeable, engaging with members, making members feel valued and consistently applying defined service standards. Accurately process transactions for members, including but not limited to, cashing checks, receiving deposits and payments, processing withdrawals, conducting information inquiries.   Listen actively to fully understand and answer members’ questions/concerns, and offer guidance to appropriate products and services. Proactively identify and make appropriate, qualified referrals...

Title: Member Advocate II   The Member Advocate II delivers extraordinary service while encouraging members and non members to choose the Credit Union as their primary financial services provider by proactively building member relationships. The Member Advocate II proactively suggests appropriate products and services to help members better manage their financial needs and provide information about the Credit Union, its mission, and its products and services.   Consultatively interact with members to help meet their spoken and unspoken financial needs, proactively recommend Credit Union products and services, and accurately address member service needs. Educate members on ease of use and convenience services, including technology where applicable, to encourage increased use of the cooperative while building and increasing member engagement.  Accurately process new accounts for new and existing members and perform maintenance on members’ accounts as requested. (Do it right...

MEMBER ADVOCATE I The Member Advocate I will deliver extraordinary service while accurately and efficiently processing a variety of cash and inquiry transactions for members while adhering to applicable policies and procedures. The Member Advocate I will proactively suggest appropriate products and services to help members better manage their financial needs and provide information about the Credit Union, its mission, and its products and services.  Major Activities:  Provide extraordinary member service by being knowledgeable, engaging with members, making members feel valued and consistently applying defined service standards. Accurately process transactions for members, including but not limited to, cashing checks, receiving deposits and payments, processing withdrawals, conducting information inquiries.  2. Listen actively to fully understand and answer members’ questions/concerns, and offer guidance to appropriate products and services. Proactively identify and make...

Title: Mortgage Development Officer Description:  The Mortgage Development Officer plays a crucial role in originating a diverse range of first, second, and ITIN mortgage loan products, catering specifically to the unique financial needs and goals of WEOKIE members and non-members within the OKC metro area. Preference to be fluent in both English and Spanish, this officer provides expert guidance, ensuring exceptional service that turns clients into raving fans. This position requires substantial time working outside of the office, building meaningful relationships within the community, and actively generating new loan opportunities through strategic business development efforts. The Mortgage Development Officer is expected to work independently while maintaining strong communication and accountability with their manager. 1. Work primarily in the field and outside of the office when meeting with members, referral partners, and prospective clients. Available to take...

We are seeking an experienced and mission-driven Manager of Information Security to help protect our credit union’s systems, safeguard member data, and support our commitment to being the best place our employees have ever worked and the best place our members have ever banked . The ideal candidate holds a current CISSP certification, and has experience in IT Security, Business Continuity, and Vendor Management , demonstrating deep expertise across all cybersecurity domains, and maintains ongoing training to stay ahead of evolving threats and regulatory requirements in the financial services sector. The Manager Information Security responsible for overseeing the Information Security program, Vendor Management program, and the administration of the Business Continuity Plan at WEOKIE Federal Credit Union. Responsibilities include but are not limited to developing and maintaining the information security framework, monitoring and managing vendor risk, and maintaining,...

The Member Advocate I will deliver extraordinary service while accurately and efficiently processing a variety of cash and inquiry transactions for members while adhering to applicable policies and procedures. The Member Advocate I will proactively suggest appropriate products and services to help members better manage their financial needs and provide information about the Credit Union, its mission, and its products and services. Provide extraordinary member service by being knowledgeable, engaging with members, making members feel valued and consistently applying defined service standards. Accurately process transactions for members, including but not limited to, cashing checks, receiving deposits and payments, processing withdrawals, conducting information inquiries. Listen actively to fully understand and answer members’ questions/concerns, and offer guidance to appropriate products and services. Proactively identify and make appropriate, qualified referrals for members...