Merger Specialist

Job Description

Job Description

Description:

POSITION SUMMARY

The Merger Specialist is responsible for 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.

The ability to apply independent judgment is critical in managing complex tasks and making decisions that directly impact the organization's success. This includes assessing situations, analyzing available information, and evaluating potential risks and benefits to determine the best course of action. The individual in this role is expected to make well-informed decisions without constant supervision, addressing challenges with confidence and ensuring alignment with organizational goals and values. This function involves balancing competing priorities, managing ambiguity, and handling urgent or sensitive matters with discretion.

1. Attend CU*Answers University classes as well as internal training sessions to develop a thorough knowledge of CU*BASE.

2. Perform merger pre-site visits unassisted.

3. 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. Exercise extensive independent judgment to assess complex situations, analyze information, and make decisions that align with organizational goals.

11. Manage multiple priorities effectively, demonstrating discretion and sound decision-making across all responsibilities.

12. Perform additional duties as assigned to support organizational goals and evolving business needs.

1. High School graduate, GED, or equivalent work experience. Equivalent work experience equal to 1-2 years of prior office experience with a focus in administration or customer service.

2. Two-year degree in a business-related field is preferred.

3. Proficient in Microsoft Office applications (Outlook, Word, Excel, and PowerPoint).

4. Extensive knowledge of credit union operations, regulations and procedures, accounting and balancing functions is preferred.

5. Ability to deliver software support to any client personality style.

6. Ability to effectively communicate with credit union upper management during the merger or conversion process.

7. Excellent verbal and written communication skills

8. Ability to deal with external clients as well as internal staff.

9. Excellent attention to detail and accuracy.

10. Ability to use discretion when dealing with sensitive or confidential data.

11. Ability to work effectively with other CU*Answers teams.

12. Ability to operate telephone, photocopier, fax machines and PC workstation.

13. Regular and predictable attendance.

14. Embrace and adhere the company mission and the seven cooperative principles of a cooperative.

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.