Pacific Service Credit Union

Financial Planning and Analysis

• Prepare monthly financial reports and exercise independent judgment to analyze financial results, identify trends, and communicate meaningful insights.
• Automate and optimize the processes involved in the preparation of financial reports.
• Lead key components of the forecast process by collaborating with departments to analyze business drivers and keep operating expense, production, and revenue forecasts up to date.
• Develop analytical frameworks to identify and evaluate key drivers of performance.
• Develop, maintain, and enhance complex and dynamic financial models for the forecasting and planning processes.
• Analyze loan and deposit portfolio performance, margin trends, and non-interest income/expense drivers.
• Prepare financial analysis on enterprise projects and initiatives utilizing fundamental finance concepts, like Net Present Value (NPV) analysis, to evaluate organizational opportunities and support recommendations.
• Analyze and interpret variances in actual performance compared to budget and forecasts.
• Assist in development of product profitability and pricing models.
• Collaborate with cross-functional teams to gather financial information and make recommendations to improve business performance.
• Demonstrate strong critical thinking, analytical, and problem-solving skills.
• Contribute to company innovation and continuous improvement.
• Foster a culture of evolution by adapting to changes, optimizing processes, and contributing to the growth and success of the organization.
• Demonstrate accountability in your work by taking ownership of responsibilities, setting clear goals, meeting deadlines, and delivering high-quality results.
• Act with integrity, follow through on commitments, and uphold professional standards.
• Support and uphold company culture by aligning your work with the credit union’s mission and values, contributing to a positive, high-performing environment.
• Comply with all anti-money laundering laws, including the Bank Secrecy Act, OFAC regulations, and the USA PATRIOT Act, as well as all related policies and procedures.

Senior Financial Analyst

Operations

• Oversee, direct, and manage operational activities while guiding and coaching department staff
• Drive execution of department goals and operational metrics
• Deliver management reports and support staffing functions including hiring, training, performance evaluations, and discipline
• Facilitate operational processes across core banking, digital banking services, and eCommerce channels
• Identify opportunities to improve workflows and implement system upgrades

Assistant Manager – Operations

Marketing Analyst

• Develop and program complex SQL stored procedures, views, and functions using T-SQL.
• Perform duties using system development lifecycle (SDLC).
• Perform quantitative analysis and apply technological data mining and analysis.
• Develop forecasting models for campaign budgeting and member growth projections.
• Develop analytical models for churn analysis, member lifetime value, and ROAS.
• Maintain analytical reports, dashboards, and visualizations.
• Design and implement digital analytic tools for monitoring website usage.
• Consult with the marketing team on business processes and data quality.
• Lead data visualization and storytelling efforts.

Senior Marketing Analyst

Manager

• Overseeing and directing all consumer and indirect loan funding activities across the credit union.
• Leading a team of funders while actively participating in funding functions to ensure timely, accurate, and compliant loan disbursements.
• Managing funding workflows, service level agreements (SLAs), and queue prioritization to ensure optimal turnaround times and high-quality member experience.
• Optimizing processes to impact member service outcomes, providing compliance oversight, and completing performance management responsibilities.
• Reinforcing adherence to policies including fraud prevention and verification procedures.
• Monitoring individual and team productivity, quality, and service metrics.
• Contributing to company innovation and continuous improvement.

Senior Financial Analyst

Assistant Manager – Operations

Senior Marketing Analyst

Assistant Manager, Consumer Funding