OCCU | Oregon Community Credit Union

Compliance

• Act as main contact for dealer complaints, managing intake, documentation, investigation, and resolution
• Recommend and implement fair resolutions with leadership, ensuring compliance
• Enhance and maintain complaint tracking and reporting processes
• Standardize remediation procedures for consistent and efficient complaint handling
• Build strong dealership relationships through regular visits and promote OCCU Indirect Lending products
• Pursue new dealer partnerships and support existing ones
• Educate dealers on OCCU policies, procedures, and product updates
• Liaise between dealerships, underwriting, and internal teams for smooth transactions
• Monitor dealer activity for compliance issues, including misrepresentation
• Participate in marketing, partnership, and program development events

Dealer Compliance Administrator

Financial Planning and Analysis

• Lead and execute OCCUs financial strategy, aligning with organizational goals and long-term objectives.
• Oversee accounting operations, including general ledger, receivables, payables, and financial reporting.
• Ensure timely and accurate forecasts, financial modeling, and analysis of financial trends.
• Manage budget development, rolling forecasts, and performance tracking against organizational goals.
• Interpret financial, economic, and statistical data to inform strategic decisions.
• Ensure compliance with GAAP and all regulatory reporting requirements.
• Oversee reporting to regulatory agencies and ensure timely and accurate submissions.
• Address audit findings and ensure appropriate resolution of financial exceptions.
• Lead, coach, and develop finance team members, fostering a highly engaged and high-performing team.
• Build strong relationships with internal stakeholders to support collaboration and execution.

Vice President of Finance – Credit Union

• Provide leadership for OCCU's compliance team
• Advance OCCU's Compliance Management System (CMS) to ensure regulatory adherence
• Partner across the organization to manage compliance risk
• Lead regulatory change management and oversee key compliance programs
• Serve as a primary liaison for regulatory examinations and audits

Regulatory Compliance Manager

• Lead, coach, and develop Application Support Analysts and System Administrators, fostering a highly engaged and skilled team
• Manage vendor relationships, system releases, upgrades, and backlogs of enhancements and defects
• Oversee Level 2 application support, escalations, on-call coverage, and after-hours support as required
• Establish and manage metrics, SLAs, budgets, and work plans to ensure effective resource utilization
• Partner with infrastructure teams, auditors, vendors, and peer technology leaders to resolve production issues and support compliance
• Lead teams effectively through change while encouraging continuous process improvement and automation
• Maintain strong relationships with team members, credit union members, vendors, and professional organizations

Financial Applications Support Manager

Business Analyst

• Partnering cross-functionally to scope, estimate, and deliver technology solutions
• Supporting initiatives from requirements discovery through deployment and UAT
• Developing functional requirements, user stories, and process documentation
• Working collaboratively within Agile and Scrum teams to facilitate ongoing incremental enhancements.
• Identifying risks, dependencies, and roadblocks across projects
• Providing Level 2 application support, incident analysis, and escalation coordination
• Serving as a technical SME for lending and business-critical systems
• Ensuring compliance with OCCU standards and regulatory requirements