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Manages Brand and Strategic Communications production operations, including intake, prioritization, capacity planning, delivery calendars, stakeholder coordination, external production partners, budgets, quality control, workflows, reporting, and self-service tools. The role keeps campaigns and communications projects on schedule, improves operational processes, tracks performance metrics, and supports events, annual planning, and crisis communications. It also requires adherence to financial-services regulations and organizational policies.

Process first mortgage applications by collecting documentation, maintaining loan files in the loan origination system, communicating status with members, ordering verifications and third-party reports, submitting packages to underwriting, and ensuring compliance with lending regulations and organizational policies.

Provide personalized investment and financial planning advice to members, determine suitability of recommendations, grow and protect assets, prospect new clients, engage in community outreach, and comply with SEC/FINRA and BSA/OFAC regulations.

Analyze paid media, email, SEO/SEM, and digital campaign performance; build dashboards (CPA, ROAS, conversion rates); run A/B and incrementality tests; support attribution and budget allocation; derive member and market insights; present executive-ready reports and recommendations to optimize acquisition, retention, and product usage.

Manage and coordinate SECU's BSA governance program including policies, playbooks, document repository, risk assessment, testing, audit/exam facilitation, training, remediation, monitoring, reporting, and vendor/system access reviews while supporting projects and fostering organizational compliance culture.