First Entertainment Credit Union

Operations

• Process daily work queues with accuracy and within established service level agreements.
• Perform account updates, corrections, and verification steps in accordance with policy and regulatory requirements.
• Review documentation for completeness, accuracy, and compliance, maintaining audit-ready documentation and accurate electronic records.
• Complete exception processing and research to resolve discrepancies, escalating irregularities or potential risks appropriately.
• Identify opportunities and suggest practical ideas to improve everyday tasks, workflows, accuracy, efficiency, or clarity within assigned desks.
• Support a culture of continuous improvement by proactively communicating pain points, recurring issues, or patterns.
• Follow up with members regarding account changes or identified oversights to ensure full understanding, provide clarification, and obtain appropriate approvals.
• Apply federal/state regulations and internal procedures to all work performed, handling sensitive member information with strict confidentiality.
• Participate in cross-training to support multiple desks as operational needs evolve.
• Contribute to a consistent, collaborative, and service-oriented environment.
• Perform any other assigned duties as needed.

Operations Representative

Financial Planning and Analysis

• Lead the annual budgeting process on on-going forecast updates using ProfitStars, including the maintenance, enhancement, and the optimization of the ProfitStar model, assumptions, and reporting.
• Lead the analysis for the allowance for credit losses under the CECL methodology.
• Partner with business leaders to ensure accurate financial inputs, key drivers, and scenario analysis.
• Provide executive-level insight into budget variances, trends, risks, and opportunities.
• Serve as primary liaison with the Credit Union’s broker-dealer partner responsible for running the ALM/IRR model.
• Review challenge, and validate model assumptions, scenarios, and outputs to ensure regulatory and strategic alignment.
• Develop comprehensive business plans for new initiatives and conduct rigorous financial analysis to evaluate feasibility and potential returns.
• Prepare, review, and deliver accurate and timely financial reports for the senior executive team (ELT & SLT), ALCO, Finance Committee, and the Board of Directors.
• Build, mentor and lead a high-performing finance team, fostering a team culture of accountability and operational excellence.
• Partner with the CFO and ELT to support strategic planning and long-range financial modeling.

VP of Finance

Controller

• Enhance, implement and maintain scalable accounting software systems, applications or processes to support accurate reporting, operational efficiency, compliance with regulations and solidify the culture of financial ownership and responsibility across business units for better financial representation.
• Serve as an additional point of contact for external auditors, examiners, and compliance reviewers.
• Collaborate with CFO to support variance analysis and financial planning and performance monitoring to support decision making and resource allocation.
• Develop, implement and maintain effective internal controls and accounting policies.
• Oversee all aspects of accounting operations functions, including general ledger management, journal entries, reconciliations, expense report processing, invoices, accounts payables, fixed assets, investments accounting, loan accounting, tax, and month-end accrual processes.
• Research and write technical accounting memos for compliance with GAAP and implement required actions to ensure quality control over financial transactions/financial reporting.
• Compile regular and timely accounting reports, including for lease accounting, loan origination cost studies, and mortgage servicing rights valuations.
• Ensure accurate and timely accounting integration with reporting and forecasting software tool (ProfitStars).
• Oversee the preparation of all regulatory filings, including quarterly NCUA 5300 Call reports, state regulatory reports (DFPI), and other required local, state and federal government filings. Monitor and interpret regulatory changes affecting financial reporting and accounting practices.
• Serve as an active and engaged member of the Senior Leadership Team, serving members, controlling risk and managing the day-to-day operations of the Credit Union.
• Lead tax planning, preparation, and compliance activities; partner with external auditors to ensure timely completion.
• Develop and analyze KPIs to gauge the success of the team. Backed by data, make informed decisions to enhance overall performance and contribute to business goals.
• Exercise exceptional leadership and coaching skills to build and develop a high-performing team.
• Prepare schedules for board package, quarterly business review and planning material and ad-hoc reports to the Senior Leadership Team.
• Lead, develop, and mentor a high-performing accounting team with a culture of accuracy, accountability, and continuous improvement.
• Foster cross-functional collaboration with Finance, Lending Operations, Technology, and other business units.
• Support strategic initiatives including digital transformation, core conversions, and system integrations.

Digital Marketing

• Lead audience segmentation, targeting, content creation, deployment, analytics, and advertising campaign optimization.
• Monitor digital campaign performance and identify optimization opportunities, recalibrate targeting, messaging, and creative assets based on audience behavior and responses to maximize ROI.
• Leverage data, analytics, and customer insights to implement strategies across digital touchpoints, delivering tailored content, product recommendations, and offers to member segments while enhancing engagement, loyalty, and lifetime value.
• Work cross-functionally and with our external partners to design, develop, and optimize website and landing pages, ensuring a seamless, user-friendly experience.
• Achieve established growth marketing goals regarding leads at all funnel stages, website visitors, SEO rankings, and other program goals.
• Use innovative, data-informed approaches to drive audience development across email, SMS, social and emerging platforms.
• Forge and maintain strategic social partnerships to amplify brand presence and engagement.
• Strategize and roadmap social initiatives, ensuring alignment with broader business goals.
• Conceptualize and implement robust test-and-learn digital roadmaps to drive incremental growth and innovation.
• Identify and maintain the relationship with marketing technology stack providers to deliver a best-in-class digital experience for current and potential members and aid in reaching organizational KPIs.
• Perform other tasks as required.

Director, Digital Marketing

Vice President

• Define and execute a 3–5 year enterprise technology and data roadmap aligned to business strategy.
• Own enterprise technology architecture, engineering, and system design to ensure a scalable, secure ecosystem.
• Modernize core systems, digital platforms, and integration architecture to support omni-channel member experiences.
• Lead enterprise technology and data governance, prioritization, and investment discipline.
• Reduce technical debt, increase system resilience, and decrease vendor dependency.
• Oversee internal and partner-led software development using modern, secure engineering practices.
• Establish data as a strategic enterprise asset for decision-making and operational efficiency.
• Lead enterprise data architecture, governance, quality, and accessibility.
• Enable responsible AI, machine learning, and advanced analytics adoption with appropriate controls.
• Drive automation (RPA and intelligent automation) to eliminate manual work and operational friction.
• Build, operate, and secure the enterprise technology environment as the first line of defense.
• Execute technical security controls across infrastructure, applications, data, and integrations.
• Lead technical incident response, disaster recovery, and business continuity operations.
• Build, lead, and inspire a high-performing, inclusive technology and data organization.

SVP, Chief Technology & Data Officer – CTDO

Director

• Develop and implement scalable financial crime prevention strategy and framework, ensuring alignment with company SOPs, regulatory requirements and industry best practices.
• Align fraud activities with the company’s risk taxonomy, appetite, and KRIs. Participate in RCSAs and scenario analyses to ensure control ownership.
• Ensure compliance to AML/CTF, KYC, and Sanctions regulations. Lead internal/external audit efforts and manage remediation for identified gaps.
• Drive the adoption of fraud detection tools and analytics; manage 3rd party vendor relationships for investigations and transaction monitoring.
• Partner with ERM to define and maintain the CU’s financial crime risk appetite, policies, and standards in line with regulatory obligations.
• Lead fraud monitoring, alert reviews, and investigations across customer, employee, and vendor channels.
• Coordinate with Legal, Compliance, People & Culture, IT, and law enforcement. Ensure all events are escalated according to regulatory and ERM expectations.
• Serve as the primary control owner for fraud incidents, conducting root-cause analysis and implementing corrective action plans.
• Balance fraud loss mitigation with operational efficiency and customer/member experience.
• Serve as the main contact for internal audits and external regulatory examinations with audit-ready documentation, proactively addressing findings, and institutionalizing corrective actions.
• Build and mentor a high-performing fraud & investigations team, fostering a culture of accountability and compliance.
• Prepare comprehensive analysis, Board reports, first-line fraud metrics and trend analyses provide clear, business-focused insights.
• Act as a liaison between internal stakeholders and external partners (law enforcements and financial intelligence units), optimizing our suite of tools and technologies to protect the Credit Union’s assets and reputation.
• Embed a risk-aware, accountable culture within operations and the broader organization by implementing robust fraud prevention and escalation trainings and guidance.

Operations Representative

VP of Finance

Controller

Director, Digital Marketing

SVP, Chief Technology & Data Officer – CTDO

Director, Fraud & Investigations