• Establish and maintain relationships with commercial business loan clients.• Prepare operational or risk reports for management analysis.• Evaluate data pertaining to commercial loans and develop plans for risk mitigation.• Oversee the flow of financial instruments.• Prepare financial or regulatory reports required by laws, regulations, President/CEO and/or boards of directors.• Evaluate financial reporting systems, accounting or collection procedures, or investment activities and make recommendations for changes to procedures, operating systems, budgets, or other financial control functions.• Review collection reports to determine the status of collections and the amounts of outstanding balances.• Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.• Continual monitoring of loan portfolio performance

• Financial Closing and Reporting• Financial Planning and Analysis• Tax Reporting• Full-cycle Accounting Operations Management

• Build digital capabilities to meet the credit union's strategic priorities.• Drive digital innovation through introduction of tools and solutions. Implement digital assets that allow the credit union's customers to have cutting edge solutions to help manage their money.• Select and implement suitable technology to streamline all internal operations and help optimize their strategic benefits.• Develop and administer the digital project portfolio. Responsible for deployment and monitoring of credit union's digital portfolio.• Set objectives and strategies for the IT department• Approve purchases of equipment and software and establish partnerships with IT providers.• Oversee the technological infrastructure (networks and computer systems) in the credit union to ensure optimal performance and maintain security.• Monitor changes or advancements in technology to discover ways the company can gain competitive advantage

• Full-cycle Accounting Operations Management• Deposit Operations Management - ACH, Wire, Debit card portfolio, Check processing• Loan Operations Management - Loan collateral, Credit card portfolio, loan review and documentation• Management of Information Technology, Bank Compliance and Human Resources• Strategic Planning• Asset Liability Management• Interest Rate Risk Management• Budgeting• Cash Flow/Liquidity Management• Regulatory Reporting

• Full-cycle Accounting Operations Management• Financial Reporting• Strategic Planning• Asset Liability Management• Interest Rate Risk Management• Budgeting• Cash Flow/Liquidity Management• Regulatory Reporting

• Full-cycle Accounting Operations Management• Financial Reporting• Strategic Planning• Asset Liability Management• Interest Rate Risk Management• Budgeting• Cash Flow/Liquidity Management• Regulatory Reporting

• Coordinate planning of audit engagements with partners and clients• Supervised staff during conduction of audit procedures• Managed engagements through successful completion• Experience in financial institutions, not-for-profit organizations, construction contractors, manufacturing, and other industries.