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Provides financial analysis, reporting, budgeting, forecasting, regulatory reporting, account reconciliation, investment transaction processing, and financial modeling support for a credit union. Prepares closing packages, board and committee materials, variance reports, cash flow projections, Call Reports, FR2900 reports, and financial statements. Supports accounting, ALCO, budgeting, and finance committees while maintaining procedures and ensuring accurate, timely reporting.

Leads 4–5 concurrent enterprise projects from planning through closure, managing scope, schedules, budgets, risks, resources, vendors, and quality. Applies Agile, Waterfall, or Hybrid methodologies; facilitates Jira-based Agile ceremonies; reports progress and metrics to senior leadership; coordinates cross-functional stakeholders; and mentors project managers and delivery teams. The role also supports portfolio reporting, process improvement, operational integration, and continuous improvement.

Directs the Enterprise Project Management Office by managing project and program professionals, overseeing enterprise initiatives, tracking portfolio performance, managing risks and dependencies, and enforcing consistent Agile, Waterfall, and hybrid delivery practices. Partners with executives, business owners, and product owners on prioritization, governance, reporting, and continuous improvement.

Processes and verifies vehicle titles, registrations, liens, and related DMV documentation for consumer loans. Reviews records for accuracy and compliance, resolves discrepancies, manages workflow and service-level deadlines, maintains transaction records, supports audits, and handles complex escalations. Collaborates with branches and internal teams while training and mentoring DMV representatives and specialists. Identifies process improvements and ensures adherence to state, federal, and organizational requirements.

Develops and expands relationships with business owners generating $1 million to $10 million in annual revenue. The role builds prospect lists, conducts outreach, identifies lending and referral opportunities, provides financial guidance, and delivers commercial lending, deposit, and cash management solutions. Responsibilities include credit underwriting, sales planning and forecasting, community engagement, regulatory compliance, and partnership across the organization. Frequent driving to offices, members, prospects, and business locations is required.

Lead and coordinate all mortgage lending operations including processing, underwriting, funding, pipeline management, closing/boarding, compliance, and process improvements. Partner with sales and cross-functional teams, manage third-party relationships, analyze data and reporting, and oversee department budgeting and performance.