Your search resulted in 2 "Financial Analysis Director" jobs in Hudson Valley, NY. Save Job SearchSave SearchSave Job Search: Financial Analysis Director
Hudson Valley Credit Union is currently recruiting for the position of Director of Commercial Lending Originations. Primary Function: Drive all loan volume and manage commercial loan officers. Responsible for designing and implementing a strategic sales plan that expands Hudson Valley Credit Union's member base and that ensures a strong presence. Anticipated Salary Range: $145,000 - $170,000
Responsibilities
- Interview, hire, manage and develop a commercial lending team with an exceptional ability to execute the strategic plan and individual accountability for delivering results in achieving aggressive loan goals.
- Development of strategic relationships with (but not limited too) Realtors, title companies, insurance agents, attorneys and accountants for referrals.
- Coach and train Commercial Loan Officers to effectively prospect for new commercial relationships and to diligently ask for additional prospective referral sources.
- Research trends and developments within commercial market. Develop cross-sell programs to promote products and services through the lending channel. Perform on-going analysis of commercial a programs to measure competitiveness and recommend changes or modifications as necessary. Present sales, revenue and expenses reports and realistic forecasts to Senior Management and upon request.
- Assist in achieving Credit Union commercial loan volume and loan growth goals. Recommend new improvements and implement changes to products, pricing and promotions. Work with Marketing to achieve these goals. Monitor key performance measurements and prepare reports to track progress toward goals.
- Ensure adherence and compliance to all Credit Union policies, guidelines and procedures, all federal and state laws and regulations and secondary market standards. Ensure sales staff has a solid understanding of underwriting standards for all loans and require adherence accordingly.
- Provide recommendations for departmental expenditures and adherence to annual budget.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
Qualifications
- Bachelor’s Degree or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience Degree may not substitute for experience required
- Valid Drivers License is required.
- Minimum 5 Years Commercial Loan experience required
- Minimum 5 Years Leadership experience required
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- Bachelor’s Degree or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience Degree may not substitute for experience required
- Valid Drivers License is required.
- Minimum 5 Years Commercial Loan experience required
- Minimum 5 Years Leadership experience required
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- Interview, hire, manage and develop a commercial lending team with an exceptional ability to execute the strategic plan and individual accountability for delivering results in achieving aggressive loan goals.
- Development of strategic relationships with (but not limited too) Realtors, title companies, insurance agents, attorneys and accountants for referrals.
- Coach and train Commercial Loan Officers to effectively prospect for new commercial relationships and to diligently ask for additional prospective referral sources.
- Research trends and developments within commercial market. Develop cross-sell programs to promote products and services through the lending channel. Perform on-going analysis of commercial a programs to measure competitiveness and recommend changes or modifications as necessary. Present sales, revenue and expenses reports and realistic forecasts to Senior Management and upon request.
- Assist in achieving Credit Union commercial loan volume and loan growth goals. Recommend new improvements and implement changes to products, pricing and promotions. Work with Marketing to achieve these goals. Monitor key performance measurements and prepare reports to track progress toward goals.
- Ensure adherence and compliance to all Credit Union policies, guidelines and procedures, all federal and state laws and regulations and secondary market standards. Ensure sales staff has a solid understanding of underwriting standards for all loans and require adherence accordingly.
- Provide recommendations for departmental expenditures and adherence to annual budget.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
- Full Time
- Immediately
- Poughkeepsie, NY 12603
- 4/9/24
Hudson Valley Credit Union is currently recruiting for a Director of Digital Channels. Primary Function: Responsible for the profitability, growth, engagement, and efficiency of the HVCU digital channels. Drive new member acquisition, deposit, and loan growth via digital channels. Enable innovation across HVCU digital properties and media. In collaboration with other departments, drive the ongoing roadmap for Digital Services to grow and penetrate target markets via digital acquisition, retention and cross selling strategies. Deepen member relationships and the end user digital experience. Starting at $132,500+ based on experience.
Responsibilities
- Drive digital strategies and long-term vision to build best-in-class digital channel experience.
- Craft a vision for the product lines and convert it to a concrete strategy (short- and long-term).
- Participate in market research, validation, and white space analysis to identify opportunities for new or existing features and functionalities.
- Partner with internal stakeholders (Sales, IT, Operations) to build and manage roadmaps all digital channels.
- Oversee requirements discovery, solution design, user story writing, feature development, and user acceptance testing.
- Partner with the executive team to identify key capabilities needed as well as potential issues.
- Partner regularly with cross-functional teams to ensure alignment on feature development and prioritization.
- Work with product marketing to develop positioning and messaging and ensure differentiation from competitors.
- Monitor and evaluate product performance to facilitate continuous iteration and improvement
- Drive digital strategy and tactics for acquiring new members, meeting online sales goals, increasing brand awareness and consistency in existing and new markets.
- Lead overall execution of lead generation programs using paid search, content marketing, digital display, remarketing, social advertising, mobile, video, email, and webinars.
- Drive member engagement, satisfaction, and growth by delivering exceptional digital experiences and leveraging emerging technologies.
- In the digital sector, develop and implement testing strategies to improve KPIs including creative/copy testing, audience segmentation, ad placements, and retargeting strategy to maximize acquisition and conversion performance.
- Work with agency partner(s) and Business Intelligence team to measure and optimize paid marketing using but not limited to dashboards, Google Analytics and marketing analytics reports.
- Measure and report on performance of all member digital experiences and asses against goals (ROI and KPIs). Make actionable recommendations for improving performance and meeting HVCU strategic goals.
- Remain abreast of external and internal product and service trends impacts, compliance and other regulatory requirements (i.e. ADA, GDRP) in the financial services industry including consumer behavior, economic conditions, technological and digital advances, and other factors. Evaluate emerging technologies. Provide thought leadership and perspective for adoption where appropriate.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality..
Qualifications
- Bachelor’s Degree in Digital Marketing or related field or at least 2 years equivalent experience for each undergraduate year not completed required; undergraduate degree cannot substitute for minimum number of years of experience.
- Minimum 7 years work history in Digital Marketing.
- Minimum 5 years management experience in a Credit Union, Financial Institution, or Advertising Industry is required.
- Strong project management experience/skills in media placement and direct mail promotions is required.
- Experience in managing projects with outside vendors is required.
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- Bachelor’s Degree in Digital Marketing or related field or at least 2 years equivalent experience for each undergraduate year not completed required; undergraduate degree cannot substitute for minimum number of years of experience.
- Minimum 7 years work history in Digital Marketing.
- Minimum 5 years management experience in a Credit Union, Financial Institution, or Advertising Industry is required.
- Strong project management experience/skills in media placement and direct mail promotions is required.
- Experience in managing projects with outside vendors is required.
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- Drive digital strategies and long-term vision to build best-in-class digital channel experience.
- Craft a vision for the product lines and convert it to a concrete strategy (short- and long-term).
- Participate in market research, validation, and white space analysis to identify opportunities for new or existing features and functionalities.
- Partner with internal stakeholders (Sales, IT, Operations) to build and manage roadmaps all digital channels.
- Oversee requirements discovery, solution design, user story writing, feature development, and user acceptance testing.
- Partner with the executive team to identify key capabilities needed as well as potential issues.
- Partner regularly with cross-functional teams to ensure alignment on feature development and prioritization.
- Work with product marketing to develop positioning and messaging and ensure differentiation from competitors.
- Monitor and evaluate product performance to facilitate continuous iteration and improvement
- Drive digital strategy and tactics for acquiring new members, meeting online sales goals, increasing brand awareness and consistency in existing and new markets.
- Lead overall execution of lead generation programs using paid search, content marketing, digital display, remarketing, social advertising, mobile, video, email, and webinars.
- Drive member engagement, satisfaction, and growth by delivering exceptional digital experiences and leveraging emerging technologies.
- In the digital sector, develop and implement testing strategies to improve KPIs including creative/copy testing, audience segmentation, ad placements, and retargeting strategy to maximize acquisition and conversion performance.
- Work with agency partner(s) and Business Intelligence team to measure and optimize paid marketing using but not limited to dashboards, Google Analytics and marketing analytics reports.
- Measure and report on performance of all member digital experiences and asses against goals (ROI and KPIs). Make actionable recommendations for improving performance and meeting HVCU strategic goals.
- Remain abreast of external and internal product and service trends impacts, compliance and other regulatory requirements (i.e. ADA, GDRP) in the financial services industry including consumer behavior, economic conditions, technological and digital advances, and other factors. Evaluate emerging technologies. Provide thought leadership and perspective for adoption where appropriate.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality..
- Full Time
- Immediately
- Poughkeepsie, NY 12603
- 4/1/24