CU Financial Ops Consultant
About The Position
Velera’s CU Financial Ops Consultant enhances member credit unions’ settlement and accounting knowledge by developing and delivering settlement-specific training in conjunction with the Velera Training Department. The consultant guides financial institutions (FIs) through portfolio conversions to Velera by helping reconcile the transfer of their card programs onto Velera’s settlement platform. The role prepares for correct onboarding and coordinates with the processor, Implementations, Member Relations, and FI staff to support a seamless transition. The consultant analyzes credit union general ledger systems and charts of accounts, advises on mapping and accounting practices, and provides guidance on daily settlement processes. The role also serves as a primary contact for member credit union staff, organizes and facilitates training, provides post-conversion support, reviews procedures for quality assurance, responds to support tickets, and recommends improvements to settlement training materials.
Requirements
- Bachelor’s degree in accounting or finance, or an equivalent combination of education and experience.
- At least five years of Omaha Settlement experience.
- Three years of experience in Visa/MasterCard industry services, such as credit cards, debit cards, or stored value cards.
- Two years of experience with Microsoft Office products, with advanced knowledge of Word and Excel.
- Experience communicating and working with all levels of internal and external organizations.
Responsibilities
- Conduct pre-conversion Omaha Debit and Credit analysis of member credit unions’ general ledger systems and advise on mapping their chart of accounts to settlement applications.
- Serve as the primary contact for member/owner credit union staff regarding settlement processes and concerns, maintaining a high degree of accuracy.
- Prepare, organize, and facilitate training plans for all levels of an FI organization, with daily support after conversion for at least two weeks and additional support if requested.
- Analyze credit unions’ charts of accounts and recommend how to record settlement general ledger accounting.
- Keep Member Relations informed of issues that may warrant its attention regarding a member/owner credit union.
- Maintain quality assurance by reviewing credit union procedures and practices and recommending ways to minimize financial liability.
- Ensure credit union staff understand the Omaha settlement process and guide them in assigning general ledger accounts for daily settlement recording.
- Recommend, create, update, and supplement training materials for the Creative Media Services Manager and Training Manager to improve settlement training delivery.
- Respond to open tickets from financial institutions requesting guidance or assistance with daily settlement.
- Perform other duties as assigned.
Benefits
- Medical insurance with telemedicine
- Dental insurance
- Vision insurance
- Basic and optional life insurance
- Paid time off (PTO)
- Maternity, parental, and family care benefits
- Community volunteer time off
- 12 paid holidays
- Company-paid disability insurance
- 401(k) with employer match
- Health Savings Accounts with company-provided contributions
- Flexible Spending Accounts
- Supplemental insurance
- Employee Assistance Program (EAP) for mental health and well-being
- Tuition reimbursement
- Wellness program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
