Chevron Federal Credit Union

Risk

• Directly oversees the Credit Union’s Enterprise Risk Management, Business Information Security, and Vendor Management programs
• Responsible for directing, executing, and managing the Credit Union’s Enterprise Risk Management (ERM) program
• Develops and maintains a trusted, collaborative relationship with operational and senior management
• Creates and delivers risk reporting presentations and activities of the ERM, BCP, BIS and VM to senior management
• Directs and contributes to providing a comprehensive set of ERM, BCP, BIS and VM tools, practices, and policies
• Chairs the ERM Risk Management Committee
• Manages risk incidents

AVP, Risk Management

Vice President

• Overseeing and managing the development of digital banking products and services at CFCU, focusing on mobile and online banking
• Staying updated on emerging trends, member insights, and industry shifts to ensure the organization's offerings remain current and user-friendly
• Creating a consistent and profitable member experience across all channels
• Fostering collaboration with internal teams, senior management, and key members
• Defining product functionality, leading implementation efforts, continuously monitoring and improving the digital experience
• Managing closure of functional and non-functional risk/issues impacting product performance or operational efficiency
• Keeping abreast of emerging technologies and fintech innovations
• Designing thinking, ideation, prototyping, and testing to deliver self-service digital experience
• Monitoring market conditions, reviewing competitor offerings, optimizing digital products, analyzing performance metrics, and managing external vendors to enhance CFCU's digital banking capabilities

AVP, Digital Banking Manager

Financial Planning and Analysis

• Apply principles of accounting to balance all Credit Union daily cash flows with third parties
• Utilize internal and external settlement systems and data to prepare and complete settlement schedules
• Prepares daily reconciliations of ATM Network Settlement, ATM Foreign Network Settlement, and Fiserv Network Settlement
• Researches differences and posts adjustments/corrections in a timely manner
• Prepares daily deposit reconciliations for all Credit Union channels
• Advises branches of deposit adjustments as needed
• Creates Accounting group month-end calendar preparation and monitors/updates all groups regarding monthly close status
• Compiles and analyzes financial information to prepare entries to general ledger accounts
• Prepares monthly Dividend Testing spreadsheet to ensure share dividends adhere to policy
• Prepares complex general ledger entries from provided source documentation as required during month-end processing
• Analyzes and enters accruals monthly and true ups quarterly and recommends adjustments as needed

AVP, Risk Management

AVP, Digital Banking Manager

Senior Accountant, Financial Services