Careers at Catalyst

Location: Plano, TX

Date: November 20, 2024

Job Description

The Senior ALM Analyst is primarily responsible for 1) building and managing client relationships, 2) completing and delivering financial risk management reports, and 3) working with clients to ensure understanding of risk position and provide guidance on general balance sheet direction or strategy. 

Essential Requirements

• BS/BA in finance, economics, accounting or related field
• A minimum of 3 years financial experience
• Knowledge of fixed income securities and loan valuation
• Understanding of accounting and economics
• Intermediate MS Excel user – Lookups, pivot tables, equation building, etc.
• Analytical and problem solving skills
• Strong communication skills – both written and verbal
• Ability to work well in a fast paced team environment
• Detail oriented, deadline driven with ability to coordinate multiple projects simultaneously

Preferred Requirements

• Modeling experience (FIS Balance Sheet Manager, Empyrean, QRM, KRM, ZM, Plansmith, Profitstars)
• SQL or coding
• Presentation Skills

Location: Plano, TX

Date: November 19, 2024

Job Description

This position administers payroll on a bi-weekly basis while ensuring that all computing, withholding, and deductions associated with net pay are done properly. This person(s) will also review forms associated with federal, state, and local authorities and ensure employee payroll records are updated. 

The human resources specialist position administers or assists in the administration of human resources functions for Aptys, such as recruitment and selection, compensation, employee relations, payroll, leave, and benefits. 

The person(s) in this role creates and coordinates internal and external job postings, screens applicants, interviews, tests, and refers candidates for both exempt and non-exempt positions from both internal and external sources, and conducting new hire orientation. 

The human resources specialist also stays current on the company’s organization structure, personnel policies, and federal and state laws regarding employment practices. This position will also handle employment-related and routine questions regarding human resources policies and procedures from employees and managers, referring complex matters to the appropriate staff. 

Additional duties include assisting with preparation of certain aspects of the budget for the Human Resources department ensuring services are delivered in a cost-effective manner. In addition, this position maintains human resources automated systems, files, and records, assisting in developing and revising human resources policies, procedures and forms, and completing related work as assigned.

Essential Requirements

• Four-year bachelor’s degree or equivalent experience
• 1-2 years of human resources experience
• Basic Accounting knowledge
• Proficient in Microsoft Office Suite or related software.
• Ability to maintain the highly confidential nature of human resources work
• Organized, flexible and multitask oriented
• Proactive and independent with the ability to take initiative.
• Ability to create and implement sourcing strategies for recruitment for a variety of roles.

Preferred Requirements

• HRIS experience (ADP)
• Financial Industry experience
• Through understanding of EEO, ADA, and other related employment laws and guidelines.

Location: Plano, TX

Date: November 19, 2024

Job Description

This position will provide excellent member service to member credit unions as they review and complete outgoing domestic, international and western union transfers. The position requires attention to detail to adhere to government compliance and reduce financial risk. Funds Transfer Rep will serve as a liaison between the credit union, JP Morgan and Western Union in order to escalate transactional inquiries and service issues until a resolution has been reached. Funds Transfer Rep will help implement new services and maintain security information database related to wire transfers.

Essential Requirements:

• 1 – 2 years customer service experience
• Basic computer and office skills
• Job related course work after high school equivalent to 1 year of additional education.

Preferred Requirements:

•  Wire transfer and/or banking experience

Location: Plano, TX

Date: November 7, 2024

Job Description

This position is responsible for the direct oversight of the Item Processing Implementation and Remote Deposit Services team.  These responsibilities include: staff development, leadership and management; item processing product implementation, project management and support (share draft and deposit related); remote deposit products (Branch/Teller, Integrated Teller, Business, ATM/ITM and Mobile capture) implementation and project management; on-going credit union technical product support; software testing, bug fixes, enhancements, system upgrades and deployments; new product launches and development; vendor relationship management; pre-sales support, collaboration and discovery; billing; technical writing; data analysis and reporting; training for internal departments, Corporates and credit unions; function in the capacity of “Subject Matter Expert”; assist Marketing Department with promoting and developing marketing materials for remote deposit products as well as providing input on other item processing products.  A strong understanding of the financial services industry, including item processing, payment systems, and branch operations is vital to the success of the position.  This position requires excellent oral and written communication and negotiation skills. Regular reporting to management is required.  Extended hours, weekend, and after-hours support may be required. 

Essential Requirements:

• High School diploma or equivalent
• 5-10 years credit union or banking experience
• Excellent team leadership experience, ability to get along with others and be a team player.
• High level proficiency in Microsoft Office and strong PC skills
• Project management experience
• Strong background in customer service with excellent oral and written communications skills and problem-solving abilities
• Ability to multi-task and quickly adapt to change.
• Self-motivated and driven.            

Preferred Requirements:

• NCP certification

Location: Plano, TX

Date: September 30, 2024

Job Description

The Product Marketing Manager is a senior marketing strategy position leading the alignment of marketing activities and sales tactics while serving as the primary liaison between marketing and sales. The Manager will develop the go-to-market plan for Catalyst solutions, delivering a steady stream of qualified sales leads while equipping the sales team to make more sales in less time.

As an expert on Catalyst products and solutions, the Manager will articulate the key benefits and selling points of the company’s various products, communicating clearly and succinctly why Catalyst solutions win. The Manager will develop a comprehensive lead generation plan, including messaging, media, events, thought leadership and more, directing the activities of the marketing department to execute the plan.

The Manager will drive sales enablement for the organization, preparing the sales team to sell successfully through effective training, competitive analysis, buyer persona development and messaging, sales process improvement and joint sales/marketing metrics reporting.

Essential Requirements:

• Four-year degree in marketing, sales or product management
• 5 or more years of experience in a similar role including directly operating with the sales function and managing the product marketing function for a business-to-business company
• 4 or more years of experience managing lead generation and campaign creation across multiple touch points including email, social, events, website, print, etc.
• Excellent written and verbal communication skills
• Experienced user of Salesforce and lead generation tools with minimum 4 years of experience
• Knowledgeable in marketing to financial services organizations, with 4 or more years of experience marketing to banks and/or credit unions
• Experienced user of marketing automation tools and platforms

Preferred Requirements:

• 8 or more years of experience in a similar role including directly operating with the sales function and managing the product marketing function for a business-to-business company
• 6 or more years of experience managing lead generation and campaign creation across multiple touch points including email, social, events, website, print, etc.
• Drive to stay current and “best in class” in the use of sales enablement techniques, tools and processes
• Power user of Microsoft PowerPoint, Teams, Excel and Word
• Experienced with Salesforce Account Engagement marketing platform
• Experienced in writing thought leadership content including blog posts, white papers, client testimonials, etc.

Location: Plano, TX

Date: August 27, 2024

Job Description

The CRM Application Analyst is responsible for supporting the development, maintenance, and enhancement of the Salesforce application.  They work closely with cross-functional teams to understand business requirements and implement solutions that optimize the use of Salesforce to meet those requirements. 

Principal among these activities is configuring and customizing Salesforce applications, performing quality control checks, and developing and maintaining documentation.  The CRM Application Analyst will also provide support to end-users, troubleshooting issues and providing training as needed.

This position also will be required to manage and maintain data integrity of information in Salesforce, interfacing with external partner users and internal Catalyst users. The position is responsible for analyzing data to identify areas of improvement for current processes. The goal of this activity is to provide Catalyst Corporate’s management and staff the ability to accurately communicate with all or specific segments of its membership and for making decisions about other forms of member engagement and allocation of resources for promotional purposes.

The CRM Application Analyst works closely with the Operations Analytics team to collaborated on all corporate strategic and operational needs for support, research, projects and analysis.

Essential Requirements:

• Bachelor’s degree or combined equivalent of education and 3-5 years of experience in a related subject area
• Solid analytical background and experience of handling large data sets.
• Technical knowledge and abilities are required that will allow this position to work to envision and implement Salesforce customization based on internal user requests.
• Experience writing database queries using SQL and SOQL
• Strong communication and time management skills
• Demonstrate project management skills and manage multiple complex projects
• Strong analytical skills required for system enhancements and timely problem resolution
• Shows initiative, creativity, and ability to work independently and with others in a team effort
• Must have strong Excel, MS Word, and Power Point capabilities
• Ability to monitor and resolve data quality issues.

Preferred Requirements:

• Prior Salesforce experience preferred
• Experience with Azure DevOps
• Experience with MS Power Platform
• Experience with Agile
• Experience with MS Teams
• Capable of writing narrative reports to highlight data results and trends

Location: Plano, TX

Date: August 7, 2024

Job Description

Item Processing (IP) Specialist II position will perform routine duties in a production environment by following processing procedures. The IP environment requires team members to be focused to meet member service level agreements and external processing deadlines. This position requires extended periods of data entry and review as well as the willingness and flexibility of schedule to assist in the primary functional tasks of the check processing operation. These tasks include capture processes, data entry in multiple software applications, intermediate reconcilement/balancing functions, file transfers, record keeping, document retention, research and other miscellaneous duties as directed. The position requires utilization of multiple computer-based software applications unique to the item processing area. Additionally, a Specialist II may be called upon to provide assistance in the organizing and/or overseeing of specialized tasks within the various functional areas of the operation as well as to provide written communication support to Catalyst’s credit union members. This is a time sensitive and goal-oriented position for detail minded individuals.

Essential Requirements:

• High school diploma or high school equivalency.
• Attention to detail and organization.
• Ability to effectively communicate both verbal and written
• Computer operating skills
• Microsoft Office including excel and word.
• Ten-key by touch – 12,000 kph

Preferred Requirements:

• Previous exposure in a check processing or banking operations environment
• Ability to recognize and have a general understanding of anatomy of a check
• Ability to effectively communicate both verbal and written.
• Proficient in two or more functional areas of Item Processing.

Location: Plano, TX

Date: May 14, 2024

Job Description

The Member Credit Analyst performs critical job tasks that support the company’s loan participation program and lending activities. The role encompasses duties of traditional lending combined with analytics and elements of investment activities.

The ideal person will have previous analytical experience working with relational databases, business intelligence platforms, and/or predictive modeling software.  The Analyst is responsible for compiling data from clients for analysis, and decision making. Responsibilities include ingesting and validating unstructured data from a variety of sources to standardized outputs, which drive credit and valuation models.  Must possess proficiency with SQL and data transformation (ETL) tools.

For the Loan Participation Program, the position is responsible for evaluating credit quality, leverage, and other risk metrics of consumer loans to be packaged into a portfolio for potential sale.  The analysis requires knowledge of credit underwriting principles, market interest rates and credit spreads for pricing portfolios for sale. After the sale transaction has settled, the Analyst manages the outstanding participation, compiles monthly investor reporting and portfolio performance statistics from seller data files.

For the organization’s lending activities, the position will be responsible for managing the credit model used to evaluate and ‘risk rate’ and monitor financial institutions that have been extended credit. Utilizing knowledge of financial institution analysis and independent judgment the Analyst evaluates counterparty risk and recommends whether adjustments regarding disposition of the members’ lines of credit are warranted.

The position also requires a strategic mindset with the ability to assess work functions for opportunities to automate and improve the efficiency of the department. Innovation and the concept of continuous improvement are underlying foundations of the job. Individually and in collaboration with other team members, critical thinking skills and the ability to visualize, develop and articulate a proposed solution lead to successful outcomes.

The position serves as back-up to the Manager – Loan Participations and Credit.

Essential requirements:

• BS/BA in Computer Science, Information Systems, Finance, Mathematics or related field
• Experience designing and developing ETL workflows and datasets
• Analytical and problem-solving skills
• Understanding of Fixed Income Analysis/Valuation and/or Financial Analysis
•  Advanced skills in Microsoft Excel (Macro, VBA)
• Strong communication skills – both written and verbal
• Ability to work well in a fast-paced team environment
• Detail oriented, deadline-conscious with ability to coordinate multiple projects simultaneously
• Experience in credit analysis and loan/credit administration a plus.

Preferred Requirements:

• Proficient in Microsoft Power Suite of Applications
• Strong analytical skills; comprehensive understanding of loan underwriting processes and proficiency in calculating balance sheet and income statement ratios.
• At least three years lending institution experience with a background in all aspects of consumer or institutional lending.
• Strong proficiency in calculating key ratios and other mathematical indicators from a financial institution’s balance sheet, income statement or other financial data, inclusive of understanding how to interpret an apply such ratios and calculations.

Location: Plano, TX

Date: May 9, 2024

Job Description

The primary purpose of this position is to provide comprehensive strategic financial counsel to subscribers of Catalyst Strategic Solutions’ Advisory Service. This includes balance sheet composition, loan and deposit pricing, earnings strategies, investment strategies, derivative hedging, capital strategies, and trade execution. Supporting the development or review of operational policies to support any of the above strategies is considered part of this role.  In addition, this position requires outstanding written and oral language skills to support strategic recommendations, build relationships, and support the brand and reputation of Catalyst. This role is expected to create presentations, independently speak at conferences, host webinars, visit clients, and support the sales function as necessary. 

Essential Requirements:

• Four-year bachelor’s degree (BA, BS, BBA, etc.)
• 4-6 years balance sheet, investment portfolio management and interest rate risk hedging experience for financial institutions
• Deep working knowledge of various investment options (e.g., Treasuries, Agency MBS, CMOs and CMBS), and interest rate derivatives (swaps, caps, floors and futures)
• Understanding of subordinated debt issuance and business case benefits
• Proficient in public speaking and writing on financial topics

Preferred Requirements:

• Master’s Degree (MA, MS, MBA. etc.)
• Chartered Financial Analyst (CFA) designation
• Financial Risk Manager (FRM) Designation
• Series 7 and 63 NASD securities licenses

Location: Plano, TX

Date: May 12, 2023

Job Description

The Electronic Payments Specialist will provide excellent customer service supporting Catalyst Corporate’s electronic and faster payments products to member credit unions. The Electronic Payments Specialist is required to work with the group to successfully manage multiple tasks simultaneously ensuring all department service standards and procedures are achieved.  The Electronic Payments Specialist is responsible for implementation of faster payment products including, FedNow, Real Time Payments, CU Loan Pay and Moli.  This role is also responsible for handling the day to day operations related to faster payment products, including billing, member support, handling exception items, and vendor management. The Electronic Payments Specialist role requires a strong knowledge of rules for each faster payment solution, and software functionality. This position will also assist with ACH daily operations and credit union inquiries.

Essential Requirements:

• 2 – 3 years customer service experience
• Basic computer and office skills
• Job related course work after high school equivalent to 1 year of additional education

Preferred Requirements:

• FedNow, Real Time Payment Knowledge
• ACH experience
• Banking experience