Serve as executive leader overseeing the credit union's financial health — accounting, budgeting, reporting, investments, asset-liability management, fraud prevention, and regulatory compliance — partnering across the organization to drive financial strategy, safeguard assets, and support growth.

Lead alignment of technology, data, and innovation with business goals. Own core and digital banking platforms, data/BI/reporting, automation, AI capabilities, and cross-functional project delivery. Build and lead teams, partner with executives, and elevate use of data and automation across the organization.

Source and develop mortgage business through networking and referral relationships. Meet prospective borrowers, complete loan applications, guide members through the mortgage process, maintain knowledge of products and regulations, and represent the credit union in the community.