Demonstrate the ability to identify changes to Credit Union processes, procedures, or regulatory requirements that will impact the duties of the department and proactively recommend updates to departmental processes and procedures to adapt to Credit Union changes in a timely manner.
November 08, 2022
Assists in the maintenance, integrity and data quality of the franchisee insurance certificate tracking program, including database management, as well as communication with franchisees, Area Directors and other internal stakeholders relative to insurance compliance.
March 09, 2023
Assist with the validation of financial and compliance models utilized by the Credit Union based on regulatory guidelines, which may include assessing model documentation, model objectives and use, model data, outcome analysis, ongoing monitoring, governance, and backtesting.
March 29, 2023
Provides recommendations for improvements to the business continuity/disaster recovery program and works with business units to implement approved changes to the business continuity/disaster recovery program process.
April 21, 2023
Participates in the identification, selection, & coordination of the use of TPA's and consultants for property damage claims, subrogation, workers compensation & general liability claims adjudication.
April 30, 2023
Review and challenge of Banking business liquidity, interest rate and capital risk exposures through both ad-hoc and routine engagement within Risk, CFO and the LOB teams (including Risk Identification, State of Risk Reviews, and resulting SIAI/RIAI administration).
May 07, 2023