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Financial Partners is a nonprofit credit union operating $2.5B in assets with 201–500 employees focused on retail lending, deposits, and business banking across California. The tech stack is Microsoft-native (Intune, 365, Azure, Entra) paired with Symitar for core credit union operations and Salesforce Marketing Cloud for member engagement—a typical cooperative banking posture. Active hiring spans ops, finance, and support roles; engineering headcount remains minimal (2 roles), signaling reliance on vendor platforms rather than custom development. Current priorities center on fraud detection, business continuity, Symitar upgrades, and third-party integration—consistent with a mid-sized institution managing regulatory and operational risk.
Tech Stack 25 technologies
Core StackIntune Active Directory Adobe Creative Cloud Canva Windows Server Linux Hyper-V Windows Autopilot Automox Microsoft 365 Azure Entra ID Windows macOS Symitar Word Excel Outlook Microsoft Office Android iOS Salesforce Marketing Cloud Unix VMware vSphere Azure
What Financial Partners Credit Union Is Building
◆Challenges
- Identifying inefficiencies within the department
- Collecting past-due consumer loans
- Delinquency management
- Streamlining deployment processes
- Maintaining high availability
- Integrating third-party applications
- Ensuring compliance with regulations
- Branch expansion
- Closing significant gaps in risk management capabilities
- Incident response management
▲Active Projects
- Fraud detection processes
- Business continuity/disaster recovery testing
- Data protection impact assessments
- Symitar software upgrades
- Annual failover testing
- Third-party integration
- Branch expansion products and strategic initiatives
- Operational policies and procedures
- Enterprise risk dashboards
- Risk reporting processes
Hiring Activity
Steady35 roles · 15 in 30d
Department
Seniority
Company intelligence
