Join the People Helping People

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 RFP and Due Diligence Specialist will lead efforts and processes related to requests for proposals (RFPs), due diligence, and reference requests. Provide effective proposals in support of the Growth division. Partner with internal management, Growth division teams, and Product groups to develop and execute sales proposals. The role will also serve as a highly collaborative team member with the ability to write effectively and network across the enterprise to acquire information for the RFP process. The individual will fulfill requests from credit unions, banks, and consultants when requested to provide complete due diligence packets.

• Develops highly-effective proposals in response to credit union and bank RFPs. Create, format, and produce customized attachments and follow-up information in responses; applies Velera product knowledge to drafting, editing, and refining responses.

• Leads and coordinates RFP/Proposal process; duties include, but are not limited to, creating initial draft, responding to questions/concerns, modifying document as needed, and delivering final proposal by deadline.

• Assesses and proactively adjusts the RFP process to ensure proposals adhere to standard methodologies and support all client needs.

• Coordinates proposals and communications activities with sales and regional relationship teams; leads efforts to storyboard the value Velera brings to the industry and delivers the message across a diversified platform of media.

• Provides client references as requested, considering multiple factors as necessary, e.g., core provider, similar asset or membership size, prior processor, etc.

• Gathers feedback on each submitted proposal to assess reactions, strengths, and opportunities for improvement; demonstrates winning proposals to build outstanding control positions.

• Collaborates with key stakeholders to continually improve the accuracy, impact, and relevance of proposal content.

• Develops and maintains relationships with external consultants and internal subject matter experts at Velera to best facilitate the RFP process.

• Understands and incorporates sales strategy, value propositions, and messaging concepts and conveys that information through proposal responses.

• Collaborates with key stakeholders (Growth Division, Product, and RFP Consultants) to source content and effectively translate information into highly effective proposals.

• Coordinates RFP database of standard questions and answers used in proposals; partners with line of business leadership to continually refine and improve warehoused responses based on the current suite of products and solutions.

• Gathers all material from internal business units to provide a full due diligence packet when requested.

• Delivers all due diligence material to credit unions, banks, and consultants as requested by the desired due date.

• Perform all other duties as assigned.

Qualifications

  

About Velera

At Velera we are committed to fostering a workplace where every employee feels valued, respected, and connected. We understand, attract and engage a diverse workforce where every employee can live up to their full potential; ensuring that our employee base reflects the consumers we serve. The result of this effort is an inclusive environment where diverse talent thrives. We strive to foster a safe and inclusive work environment for people to bring their authentic selves in order to build a better community within our company and with our partners.   Learn more about our commitment to Diversity, Equity, and Inclusion HERE!

Pay Equity

$67,700.00 - $86,300.00

Actual Pay will be adjusted based on experience and other job-related factors permitted by law.

Great Work/Life Benefits!

• Competitive wages

• Medical with telemedicine

• Dental and Vision

• Basic and Optional Life Insurance

• Paid Time Off (PTO)

• Maternity, Parental, Family Care

• Community Volunteer Time Off

• 12 Paid Holidays

• Company Paid Disability Insurance

• 401k (with employer match)

• Health Savings Accounts (HSA) with company provided contributions

• Flexible Spending Accounts (FSA)

• Supplemental Insurance

• Mental Health and Well-being: Employee Assistance Program (EAP)

• Tuition Reimbursement

• Wellness program

• Benefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions

Velera is an Equal Opportunity Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state or local law.

Velera is an Equal Opportunity Employer that complies with the laws and regulations set forth in the following "EEO is the Law" Poster. Velera will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the legal duty to furnish information.

Velera is an E-Verify Employer. Review the E-Verify Poster here.  For information regarding your Right To Work, please click here.

This role is currently not eligible for sponsorship.

As an ongoing commitment to reasonably accommodate individuals with disabilities please contact a recruiter at [email protected] for assistance.