CU Financial Ops Consultant

Velera is the nation’s premier payments credit union service organization (CUSO) and an integrated fintech solutions provider. The company serves more than 4,000 financial institutions throughout North America, operating with velocity to help our clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services. Our purpose: We accelerate partners’ success through innovative financial technology solutions and inspired service.

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.

• 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. A high degree of accuracy is critical due to potential losses and liability.

• Prepare/organize/facilitate training plans with all levels of the FI organization with daily support post conversion for a minimum of two weeks.  If requested by the FI, further support may be required.

• 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

• 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.

At Velera, inclusion isn’t an initiative – it’s how we work. Guided by a people‑helping‑people philosophy, we cultivate a culture where every employee feels valued, respected and empowered to do their best work. We’re committed to building a diverse workforce and fostering meaningful connection across our teams. Through a remote‑first, flexible environment, we prioritize psychological safety, wellbeing and belonging so individuals and teams can collaborate to thrive. Together, we’re shaping a new era of secure, innovative solutions for the clients and communities we serve. Learn more about what it’s like to work at Velera.

The anticipated hiring range for this position is typically between the minimum and midpoint of the posted salary range; however, actual compensation may vary based on a variety of factors, including relevant experience, skills and qualifications, education, internal equity, and overall business and budget considerations. Velera is committed to providing competitive compensation that reflects both individual role and responsibilities, individual performance, and market.