CU Financial Ops Consultant

Velera•Wyoming - Remote, WY

1d•$54,000 - $68,800•Remote

About The Position

The CU Financial Ops Consultant role is to enhance the settlement and accounting knowledge (in conjunction with the VELERA Training Department) of all of our member credit unions by effectively developing and delivering settlement specific training to our members. This position provides guidance to our FIs to when they convert their portfolios to Velera by assisting them in reconciling the transfer of their card programs onto our settlement platform. The individuals that perform this position must prepare to ensure that the FI is on boarded correctly and must work with our processor, Implementations, Member Relations and any members of the FI to ensure seamless transition.

Requirements

Bachelor’s degree in accounting or finance, or an equivalent combination of education and experience, is required.
Minimum five (5) years Omaha Settlement experience required.
Three (3) years experience in Visa/MasterCard industry services (credit cards, debit cards, stored value cards, etc).
Two (2) years experience in Microsoft Office products required with an advanced knowledge of Word & Excel.
Experience in dealing/communicating with all levels of internal/external organization.

Responsibilities

Conduct comprehensive pre-conversion Omaha Debit and Credit analysis of the Member Credit Union general ledger system and act as consultant in mapping their general ledger chart of accounts to the settlement applications.
Serve as primary contact for member/owner credit union staff in regards to the settlement processes and concerns.
Prepare/organize/facilitate training plans with all levels of the FI organization with daily support post conversion for a minimum of two weeks.
Analyze credit unions chart of accounts and make recommendations on the recording of the settlement general ledger accounting.
Keep Member Relations apprised of any issues that may warrant their attention with regard to a member/owner credit union.
Maintain Quality Assurance through review of credit union procedures and practices, and make recommendations to minimize financial liability.
Ensure that credit union staff fully understand the Omaha settlement process and provide guidance in assigning general ledger accounts for the recording of the daily settlement process.
Recommend, create, update and supplement training materials to the Creative Media Services Manager and Training Manager to enhance delivery of settlement training to members.
Respond to open tickets from FIs requesting guidance/assistance on their daily settlement.
Perform other duties as assigned.