AVP Lending Planning, Projects & Process Improvement (PMO)

Overview

To oversee and direct the functions of the Lending Planning, Projects, and Process Improvement branch, including strategic project portfolio management, audits and exams, process improvement and strategic planning. Improve internal processes and capabilities to reduce costs relative to income and react effectively to membership/market needs. Support the department in audit and exam preparedness, reviews, and submissions. Provide strategic analysis and recommendations to influence key decisions by executive leadership. Manage daily activities of professional employees and/or managers. Support executive management in developing and executing strategic plans.

Responsibilities

• Oversee and lead efforts to identify and develop innovative strategic initiatives for systems and process improvements to maximize operational efficiency
• Monitor key performance indicators, determine gaps in performance metrics, and recommend/execute change management techniques for efficiency/quality improvements
• Oversee benchmarking and trend analysis to drive continuous process improvement, increase member experience quality, and maintain high operational efficiency
• Oversee project management priorities, portfolio, and leverage capacity planning models; ensure effective management of projects from inception through implementation
• Collaborate with other business units within Lending, support areas, and stakeholders (e.g. Operational Risk, Credit Policy and Analytics, Office of General Counsel, and Compliance) to ensure compliance and manage risk exposure
• Manage the identification and remediation of control deficiencies for systems Lending oversees; develop solutions to strengthen controls, and oversee corrective actions to mitigate operational and regulatory risk
• Develop and oversee branch strategy, establish priorities and set goals; evaluate and implement standards to ensure alignment with department/organizational objectives
• Manage and direct operations to ensure targets, service level agreements, and corporate objectives are met
• Identify and resolve operational and performance gaps and obstacles; implement changes and improvements
• Provide broad level leadership for large strategic programs and/or projects
• Develop and implement compliance strategies and initiatives; maintain existing strategies
• Foster a partnership approach of working with other teams across the organization and with key business stakeholders
• Serve as subject matter expert regarding branch functions, systems, policies and/or procedures
• Anticipate internal and/or external business challenges including regulatory; recommend process, product and service enhancements
• Research emerging technologies and recommend solutions that align with business needs
• Contribute to a culture of collaboration by actively working across business lines, communicating knowledge, and business processes to other business units
• Provide forward thinking expertise in current and emerging trends, technologies, and practices
• Maintain thorough knowledge of and ensure compliance with applicable federal and state laws, rules, regulations and NFCU policies and procedures
• Monitor and analyze changes to applicable federal and state laws, rules and regulations; develop action plans for implementation/dissemination
• Monitor work environment and direct allocation of resources to ensure adequate staffing to meet production and member service standards
• Serve as liaison to internal/external auditors; review and implement recommended/approved procedural changes
• Serve as change management lead for business unit; apply change management principles and knowledge to develop strategies including organizational assessments, stakeholder analysis and change roadmaps and plans
• Stay abreast of business environment, financial services and associated trends to ensure competitive business conditions and newest developments are incorporated
• Perform other duties as assigned

Qualifications

• Expert knowledge of applicable federal and state laws, rules, and regulations (e.g. HMDA, Safe Act, etc.)
• Expert knowledge of banking/financial industry trends, products, and services
• Advanced knowledge of data querying, reporting, forecasting, analysis and operations research, including statistical methods and modeling
• Extensive experience with business models (e.g. Lean/Six Sigma, PMP, Prince 2, TQM, ISO, etc.)
• Extensive experience working with all levels of staff, management, stakeholders, vendors
• Extensive experience managing cross-functional, multi-dimensional teams and projects of the highest complexity which have business risk and impact
• Extensive experience managing multiple priorities independently and/or in a team environment to achieve goals
• Ability to work in a fast-paced business environment and manage multiple projects concurrently, and meet changing requirements and priorities to accomplish goals
• Extensive experience supervising and leading employees
• Desired - Advanced knowledge of NFCU's functions, philosophy, operations and organizational objectives
• Desired - Project Management Professional Certification
• Desired - NACFU Certified Compliance Officer Certification
• Expert skill exercising initiative and using good judgement to make sound decisions
• Expert skill in project management to include establishing and leading project teams; managing timelines/deadlines/resources; ensuring successful project completion
• Expert skill using innovative thinking to solve problems and facilitate the decision making process
• Expert skill interacting with staff, management, vendors and members diplomatically and tactfully
• Expert skill identifying and analyzing business requirements and recommending solutions
• Expert skill producing desired results and achieving goals and objectives
• Expert skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
• Expert skill developing and implementing programs in a leadership role, providing vision and strategic thinking around a full range of technical decisions and issues
• Expert skill presenting findings, conclusions, alternatives and information clearly and concisely
• Expert analytical, planning, organizational, and problem solving skills
• Expert skill in the analysis of technical issues in order to recommend, develop and/or implement strategies and achieve objectives
• Expert verbal and written communication skills
• Advanced database, word processing, spreadsheet, and presentation software skills
• Master's degree in Business Administration, Finance, Economics, or related field, or the equivalent combination of training, education, and experience

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