Teams at Rally Credit Union

Leads business process improvement projects for credit union systems and member experiences. Responsibilities include project tracking, stakeholder and vendor communication, process mapping, testing, change control, implementation support, post-conversion activities, and second-tier technical support. Serves as administrator and subject matter expert for third-party applications, escalates support issues, coordinates integration events, and manages multiple limited-scope projects while identifying opportunities to improve employee and member processes.

Establishes and expands member loan and account relationships through consultative sales, referrals, and cross-selling. Inputs loan applications, reviews loan and title documentation, maintains accurate member records, services members through remote channels, issues cashier’s checks, researches transactions, and supports credit union administration. Ensures compliance with BSA, AML, OFAC, CIP, MDD, internal controls, and applicable regulations while delivering accurate, high-quality member service.

Manages enterprise IT infrastructure operations, strategy, security, maintenance, patching, performance, business continuity, and compliance. Leads infrastructure projects, vendor coordination, documentation, recovery testing, budgeting, and strategic planning. Supervises and develops a team of approximately 3–10 employees, approves staffing matters, establishes system KPIs, and serves as an escalation contact while ensuring infrastructure systems meet business needs and operational requirements.