Logix Federal Credit Union

Project Manager

• Identifies and plans project deliverables, milestones, and required activities and tasks for moderately complex projects under limited supervision.
• Establishes a work plan and staffing for project activities, iterations or phases; assists with the recruitment or assignment of project personnel.
• Implements project communication plan based on identified stakeholders and commitment analysis.
• Conducts risk assessment and mitigation for the assigned projects.
• Monitors project activities, ensuring the currency, quality and integrity of the information, while providing consistency in content and “look and feel” across the enterprise.
• Ensures that project goals are accomplished and in line with business objectives.
• Assigns duties, responsibilities and scope of authority to project personnel based on project meeting discussion.
• Follows up on action items assigned to project team members; monitors project activities to ensure project progresses on schedule and within budget; reviews project status and modifies schedules or plans as required.
• Follows project management standards and procedures for reporting and documentation.
• Performs detailed analysis and recommendation in support of projects.
• Regularly provides project status update for managements.
• Benchmarks project management performance continuously to identify improvements and achieve higher capability maturity in project and portfolio management.
• Work within their team and have a direct impact on themselves and their direct processes.

Project Manager II

Financial Planning and Analysis

• Connect with people to help them achieve their financial goals
• Provide financial solutions to members while exceeding sales targets
• Thrive in a dynamic, results-driven sales environment

Financial Services Officer I

Manager

• Develops and delivers a strategy-aligned analytics and business intelligence (BI) roadmap
• Manages capacity, priorities, and performance for a high performing team
• Oversees the delivery of data related projects including planning, resource allocation, and requirements gathering
• Communicates objectives, roadmaps, trade-offs, progress, risks, and outcomes to stakeholders
• Drives cross-functional collaboration
• Manages data quality and reliability
• Oversees the build, optimization, and automation of data models, data warehouses, and ETL processes
• Collaborates with the Data Governance Program Manager
• Oversees the development and maintenance of scalable and reliable business intelligence systems

Manager, Data & Analytics

Human Resources

• Serve as a point of contact for employee relations matters
• Counsels and guides business leaders through challenging conversations
• Assist in the performance appraisal process
• Maintain accurate employee records
• Prepare HR reports and metrics
• Assist in the development of HR policies and procedures
• Utilize HR information systems to maintain records
• Supervise non-exempt employees and provide additional training
• Document system changes and ensure procedures are up to date

Assistant Manager, Human Resources

Analyst

• Assists with primary and secondary research, analysis, and reporting of the competitive landscape
• Conducts quantitative and qualitative review of member relationships
• Conducts stakeholder interviews to acquire requirements
• Conducts market research to identify trends in products
• Provides competitive analysis and recommendations based on market offerings
• Assists with activities that support the strategic recommendations for present and future products
• Works with Manager of Research & Development to conduct quantitative and qualitative analysis of new product ideas
• Prepares recommendations for management using business case analysis
• Assists in running queries, producing reports, and analyzing data from multiple sources
• Assists with updates and analysis of product metrics to track performance

Research and Development Analyst II

• Oversees internal and external ALM simulations, including stress testing, scenario analysis, and “what-if” modeling
• Directs back testing and third-party model validation processes
• Leads ALM-related analysis supporting long-range planning and strategic decision-making
• Collaborates with management to develop key assumptions used in projections and ALM modeling
• Participates in the development of policy limits (e.g., interest rate risk, concentration risk)
• Advises on ALM assumptions, results, scenario outcomes, and strategic recommendations
• Conducts product-level profitability analysis, including MMA and CD trends by tier and term
• Oversees development of the annual budget, including loans, deposits, investments, interest income/expense, operating expenses, compensation, fee income, capital expenditures, and credit-related factors (e.g., delinquency, charge-offs, loan loss provisions)
• Manages Secondary Marketing activities including mortgage pricing/profitability, vendor management, and analysis
• Conducts ad hoc financial analysis to support new products, services, pricing, and strategic initiatives
• Provides leadership and oversight for Finance and Secondary Marketing staff, ensuring effective operations and regulatory compliance.

VP Finance

Vice President

• Responsible for the strategic direction, sales execution, operational oversight, and risk management of the Credit Union’s treasury management and business banking sales functions.
• Leads treasury sales, business deposit growth, and related service delivery efforts while partnering across Business Banking, Retail Banking, Brokerage and Insurance Sales, Commercial Lending, Operations, Digital, Fraud, Compliance, and Finance.
• Accountable for building and leading a high-performing team, expanding treasury management adoption, and ensuring consistent execution of the Credit Union’s treasury strategy.
• Drive process improvements, support product development and assistance for treasury solutions delivery.

VP Business Banking Services – Treasury

Network Engineer

• Responsible for administration, operation, monitoring, support and maintenance of LAN, WAN, Servers, SANs, VMWare, Active Directory, Exchange, and Hosted (Cloud) applications such as O365.
• Provides consultation to business management and staff at the highest technical level for design, configuration and performance.
• Provides Tier-3 technical support for OS, Server, and Cloud applications.
• Plans, coordinates, and installs hardware and software.
• Resolves and/or coordinates the resolution of infrastructure problems.
• Provides technical support and guidelines to IT staff through documentation.
• Assists with Information Security procedures and processes.
• Evaluates new products and emerging technologies.
• Provides technical recommendations to improve network performance.
• Ensures reliability, performance, recoverability, and security of infrastructure components and systems.
• Provides maintenance/support for Internet/WAN, Firewalls, DMZ, DNS, NAT, etc.

Senior Network Engineer

Procurement

• Provides support in accordance with Procurement Operations Policy #202
• Assists in researching suppliers / providers of goods and services considering value, quality, service, and reputation as requested by vendor owners; obtains quotations upon request.
• Assists in preparation, distribution, and compilation of responses to RFIs/RFQs/RFPs in bid analysis format as requested by vendor owners and based on specifications provided.
• Collects and files bids/quotations/acknowledgements/exceptions documentation for audit purposes.
• Escalates potential quality or internal control issues.
• Maintenance of Workday system
• Monitor business processes for delegations, purchased orders and requisitions
• Performs vendor review (reasonableness), set up, documentation, payment controls and status monitoring (active/inactive).
• Reviews and distributes reports to track production, monitor compliance and enforce internal control measures.
• Troubleshoots system issues and/or end user issues with Technical Support and vendors for positive resolution.
• Monitors Purchase Order queues and responds promptly.
• Reviews new purchase order content for accuracy to ensure compliant and efficient (blanket POs) routing; review documentation for accuracy, completeness and reasonableness, escalating questionable or unusual requests or usage.
• Reports problems with purchase order queues or workflow errors.
• Reviews approval paths for policy compliance, internal remarks, and external instructions prior to sending purchase order to vendor; resolves or reports conflicting issues.
• Assist with new user training.
• Provides feedback and remedial training when needed.
• Assists with product research and guidance to employees upon request, identifying vendor options, determining quantity, quality, service, and reliability.
• Suggests updates to policy, procedure and intranet site as needed.
• Assists with monitoring inventory, usage and backorder reports and reorder/reprint as necessary to ensure adequate volumes are available.
• Routes forms through Compliance, Marketing and/or Forms Owner(s) for changes / updates.
• Maintain specifications, proofs and Forms History.
• For branch and special supplies, assists with acquiring pricing, bids, quantity breakpoints, quality, service, delivery and other pertinent information.
• For large projects, assist with preparation and distribution of RFPs, vendor owner specifications, collecting responses and compiling the bid analysis.
• Identifies opportunities and offer solutions to improve efficiencies and cost effectiveness of processes.
• Reports opportunities to improve pricing, value, service and/or quality.
• Assists in managing the contract item list, identifying items to be added or removed.
• Maintains user logins, approval workflows and location information.
• Monitors contract purchase dollar/volume ratios, along with usage to ensure best pricing Option.
• Responsible for supplies and services setup for new branch locations.
• Work within their team and have a direct impact on their tasks.

Purchasing Representative

Technical Project Manager

• Manages, tracks and coordinates multiple moderately complex projects under limited supervision
• Identifies and plans project deliverables, milestones, and required activities
• Reviews project status and modifies schedules or plans as required
• Establishes team membership and works with PMO and key stakeholders to establish time commitments and resource allocation
• Motivates team members and facilitates team meetings; adaptively resolves project issues
• Conducts risk assessment and mitigation for the assigned projects

IT Project Manager II

Sales

• Directs and manages all sales, member experience, service, and operational activities of the Virtual Sales Branch (VSB) to achieve a profitable distribution of the Credit Union's products and services.
• Strengthens member relations through the efficient delivery of high-quality, personalized sales and a memorable service experience.
• Responsible for leading and managing effective outbound sales, referral developing activities, and deepening of new member relationships.
• Manages the Virtual Sales Branch team to ensure achievement of sales and service goals, including, but not limited to, desired levels of product sales, volume, and mix.
• Develops and manages the outbound activities for the Virtual Sales Branch including, but not limited to, identifying lists, scheduling staff, and summarizing and reporting results.
• Responsible for scheduling of Virtual Sales Branch staff to ensure effective deployment of resources to receive and serve members throughout the business day.
• Assures all staff members consistently execute the day-to-day elements of the Credit Union’s Member Experience.
• Works closely with the Sr. Manager, Virtual Sales to lead member experience, cross-sell and deepening activities across all teams of the Loan Centers and Virtual Channels.
• Responsible for operational duties including pipeline management and audits of loans to assure the quality of loans produced.
• Leads the evolution of the Virtual Sales Branch by participating in business development and community activities within the Credit Union’s market footprint to increase sales and awareness of the Virtual Sales Branch.
• Prepares and manages the budget for the assigned branch.
• Analyzes Virtual Sales Branch financial results to ensure profitability.
• Ensures delivery of high-quality member service in all aspects of sales and operational activities of the assigned branch.
• Responds appropriately to member inquiries and complaints.
• Conducts follow-up to ensure a satisfactory response and/or resolution through member outreach and call calibrations.
• Collaborates with key stakeholders to achieve organizational goals and provide a consistent Omni Channel experience.
• Foster an environment of challenge, openness, and trust.
• Creates a sales culture that values performance and accountability.
• Ensures that the hiring, training, coaching and development of all assigned staff members results in an effectively utilized and motivated staff, committed to continuous improvement, an outstanding member experience, and teamwork.
• Assists Sr. Manager, Virtual Sales with data collection, analysis and recommendations related to proposed business workflow changes.