Velera

Engineer

• Manage and maintain enterprise corporate systems and AVD.
• Perform infrastructure maintenance, including patching, capacity planning, configuration management, and troubleshooting complex issues.
• Build strong internal partnerships with the user community – Continuous Service Improvement (CSO) approach to process improvement.
• Participate in endpoint modernization efforts, collaborating closely with solution architects to shape and implement the technology roadmap, ensuring alignment with organizational goals and user experience enhancements.
• Build and maintain systems in such a way that exceeds regulatory requirements.
• Participate in compliance audits and address any issues proactively.
• Integrate security best practices in infrastructure design and implementation, ensuring a robust security posture across all systems.
• Communicate consistently with internal business partners to define and refine requirements.
• Play a key role in working with project team members to develop requirements, scope documents and project estimates.
• Guide junior team members in project related tasks.

Endpoint Engineer – AVD

Marketing

• Serve as the head of Velera’s marketing advisory and subscription services with ultimate responsibility for overall success of operations and achieving client portfolio growth objectives.
• Develop Velera’s consulting strategic plan as a member of the consulting leadership team and own critical initiatives with significant impact towards organizational goals.
• Lead a team of Marketing Consultants responsible for expert advisory engagements and achieving client growth goals through research, design, and coordination of annual marketing campaigns.
• Lead a team of Marketing Campaign Analysts responsible for the timely execution and client growth goals of campaign delivery channels, including email, texting, direct mail, and push marketing.
• Provide expertise in B2C products, services, solutions, delivery channel, and consumer trends to advise FIs on best practices and optimize our evolving solution offering.
• Research, analyze, and monitor financial, technological, and demographic factors to capitalize on marketing opportunities.
• Stay abreast of current business and industry trends relevant to the client's business.
• Apply market trends, competitive and consumer research to assist our FIs with their marketing campaigns.
• Provide guidance to Marketing Consultants in developing campaign messages and creatives tailored to engage different consumer personas.
• Play a strategic thought leadership role in understanding marketplace trends to identify growth opportunities for our FIS.
• Lead B2C market research to understand the needs of B2C companies and to bring those insights to our FIS.
• Thoroughly understand the competitive landscape, products and consumers, buying triggers, and influencers.
• Interact effectively, proactively and responsively with the highest levels of executive management, both externally senior executives of FIs and internally within Velera.
• Act as a professional resource and mentor in contributing both to client engagements and internal discussions with Velera Consultants.
• Champion change leadership to enhance Velera’s consulting services and foster a culture of Entrepreneurial innovation where consultants are driven to find new solutions that benefit our clients.
• Lead and mentor preparation, articulation, and execution of business cases and implementation plans.
• Engage C-suite executives in dialogue and problem solving and support consulting team in doing same, to build relationships and identify new business opportunities in pursuit of outstanding member satisfaction.
• Contribute to Velera revenue growth by developing content for marketing and sales collateral, public relations, trade press, and related promotional materials.
• Maintain in-depth knowledge of trends and developments within financial services industry to determine future strategies and potential mutually beneficial partnership opportunities.
• Speak at, participate in panel discussions at and attend industry trade shows, seminars, user groups, and conferences.
• Perform other duties as assigned.

VP, Marketing

Project Manager

• Establishes and directs efforts of project work-team
• Leads and manages the project implementation lifecycle to deliver multiple projects
• Delivers effective and consistent communication to project teams, management, clients, and vendors
• Facilitates work breakdown process to define tasks, durations, and dependencies
• Partners with technology leaders to understand interdependencies and develop a comprehensive schedule
• Drives and coordinates project team members from multiple disciplines
• Maintains project documentation; ensures project documents are complete and current
• Prepares and distributes project reports and communications
• Ensures integration elements of projects are properly coordinated
• Acts as primary liaison managing expectations of key sponsors and client executive staff
• Troubleshoots project issues and escalates if necessary
• Leads lesson learned exercises and participates in root cause analysis discussions
• Collaborates with other project managers and subcontracting partners
• Facilitates project meetings including project kick off and specification meetings

Senior Client Delivery Project Manager

Executive Assistant

• Establishes and monitors goals for the department and team members in collaboration with the teams they support.
• Provides employee performance planning and evaluations.
• Sets performance expectations, goals, development objectives and training plans as appropriate; monitors and evaluates employee progress.
• Evaluates and hires talent aligned to emerging business needs; ensures diverse and effective succession plans for all roles; encourages mobility and helps team members find stretch opportunities to expand their experience and skills.
• Creates meaningful and timely reporting tools to monitor satisfaction and service levels.
• Manages day-to-day operations, including driving metrics of the team, executing monthly evaluations, and coaching team members.
• Works with each supported leadership member to understand their administrative needs and provides support accordingly.
• Implements, and adjusts as needed, the support model commensurate with the organization's needs.
• Develops and maintains department standard operating procedures.
• Identifies business risks, implements effective controls, and evaluates controls’ success.
• Demonstrates strong leadership ability to guide or direct others through actions and influence while making good business decisions.
• Builds and maintains working relationships with Executive and Senior leaders, team members, vendors, and other department stakeholders.
• Identifies and manages mitigation of roadblocks for the department and individual team members.
• Participates in development of annual departmental budget, monitors budget and identifies budget discrepancies.
• Responsible for balancing team members’ workload to optimize the effectiveness of the department.
• Ensures procedures are documented so department staff is able to comply with policies and processes.
• Provides direction and leadership to staff; guide, coach, mentor and develop staff ensuring compliance with processes and procedures.
• Handles interviewing, hiring, promotions, transfers, performance appraisals, compensation, counseling and termination of staff.
• Develops and maintains staff by applying the necessary training and leadership that will allow internal growth and advancement.
• Develops the support structure of the organization, managing and developing existing staff as well as recruitment to ensure the structure is effective.

Manager – Executive Administration

• Establishes and directs efforts of project work-team and related resources as required to successfully plan, develop, test and implement projects
• Assumes leadership role for assigned projects
• Coordinates all phases of operational implementation of project deliverables using established PMI project management methodologies
• Leads and manages the project implementation lifecycle to deliver multiple projects and initiatives
• Delivers effective, accurate, and consistent communication to project teams, management, external clients, and vendors
• Drives and coordinates cross-functional project team members from multiple disciplines, assigns individual responsibilities, and leads team meetings to ensure delivery objectives are met
• Maintains project documentation; ensures project documents are complete, current, and appropriately stored
• Prepares and distributes project reports and communications; communicates with technology team, project sponsors, stakeholders, functional area managers and/or consultants regarding status of specific tasks
• Oversees integration elements of assigned projects including project plan development, execution, and overall change control
• Develops highly technical, detailed project plans including all work required to successfully complete both internal and client-facing projects
• Acts as the primary liaison and manages expectations of key sponsors and client executive staff
• Troubleshoots project issues and escalates them to upper management if necessary
• Leads lesson learned exercises and participates in root cause analysis discussions
• Collaborates effectively with other project managers, subcontracting partners, consulting organizations, customer resources, contractors, and other third-party providers ensuring quality standards are met

Senior Client Delivery Project Manager – Credit

• Establishes and directs efforts of project work-team and related resources
• Leads and manages the project implementation lifecycle to deliver multiple projects and initiatives
• Delivers effective, accurate, and consistent communication to project teams, management, external clients, and vendors
• Facilitates and leads project resources through the work breakdown process
• Drives and coordinates cross-functional project team members from multiple disciplines
• Maintains project documentation; ensures project documents are complete, current, and appropriately stored
• Prepares and distributes project reports and communications
• Act as the primary liaison and manage expectations of key sponsors and client executive staff
• Troubleshoots project issues and escalates them to upper management when necessary
• Leads lesson learned exercises and participates in root cause analysis discussions

Senior Client Delivery Project Manager – Debit

Manager

• Oversees all communication to stakeholder indicating status and risks to ensure stakeholders are ready to sell, implement and support the solution.
• Oversees the development, coordination, planning and implementation of new processes and procedures to create efficiencies, provide transparency and deliver consistent product methodology.
• Lead project governance processes and ensure stakeholder alignment.
• Develop and manage project timelines, success criteria and maintain project documentation.
• Deliver leadership reporting and communication of project status, issues, risks, milestones, and key decisions made regarding project objectives and direction.
• Facilitate the delivery of services among different product activities to increase effectiveness and efficiency.
• Continuous improvement of the process, driving the development, documentation, and implementation.
• Escalate risks, issues and dependencies and drive to resolution.
• Identify, evaluate, and resolve issues and work cross functionally to problem solve timely.
• Cross functional collaboration, managing and holding team members accountable for delivering tasks on time.
• Ensure commercialization activities operation within policies and procedures of the organization.

Commercialization Manager

Events

• The Risk Prevention Analyst is responsible for providing operational risk assessments leveraging fraud mitigation tools, focusing on analysis, design, and artificial intelligence (AI) technology associated with fraud mitigation strategies, call queue creation, monitoring, support, and management using quantitative methods to review data and increase efficiency, productivity, effectiveness and savings.
• Seeking a skilled Risk Analyst who will provide support for external clients and internal staff on fraud detection and prevention matters, inquiries, and solutions to meet client and business needs.
• Additionally, the role involves writing rules and creating custom solutions for clients, monitoring fraud for their client group, identifying risk exposure based on fraud trends and data, and determining mitigation measures.
• Develop and implement Fraud strategies leveraging transaction data (credit/debit cards), machine learning models and advanced analytics tools to mitigate fraud losses and maintain superior customer experience.
• Manage and optimize existing strategies effectively controlling risks due to first party and third-party fraud.
• Coordinate the Risk Analytics team's tasks and ensure adherence to established turnaround times and SLAs; manage projects assigned to the team; Ensure quality of all team outputs.
• Create and deliver BI reporting to develop thorough reporting for senior leadership, boards, and examiners.
• Work closely with a designated client list to ensure efficient and effective fraud mitigation through various communication channels such as calls and emails.

Risk Prevention Analyst

Accountant

• Analyze complex information and ensure that Visa and MasterCard quarterly dues and assessments are accurately calculated and paid.
• Ensure Velera credit unions are accurately billed for their Association charges.
• Calculate the quarterly prefund assessments.
• Facilitate, prepare, and administer the quarterly reporting of sales volume, merchant activity, transaction counts, and other required cardholder and program information for member credit unions.
• Generate and analyze billing associated with quarterly reporting, reconcile discrepancies, and facilitate fee generation to member invoices.
• Manage the company’s subscription to Kroll Bond Rating Agency Inc.
• Analyze market risk prefund requirements and assessments for identified CUs and report findings to Senior Leadership.

Corporate Accountant – Dues, Assessments, Settlement

Vice President

• Provide executive leadership and accountability to all facets of Velera Delinquency Management and all delinquency management functions within Velera including operations, service, compliance, and financial performance.
• Create, implement and execute the long-term strategic business plan for the first party collection area, which includes extended services for bankruptcy and repossession management and credit disputes processing.
• Provide strategic leadership and guidance to assigned leaders and teams, ensuring compliance with company policies and procedures, while interfacing with credit unions, cardholders, personnel, and vendors/partners.
• Provide communication and consulting to senior leadership, member-owner and non-member owner financial institutions and other stakeholders regarding issues, performance, financial impacts and overall delinquency management operations.
• Create operational business plan, and manage budget preparation and adherence to final budget as it relates to assigned areas; Manage expense plans, with full accountability for operating expenses and business plan; oversee monthly billing to ensure timely completion, and validate accuracy.
• Assess and analyze Key Performance Indicator (KPI) reports and delinquency trends to enhance department operations through analytics, process improvements, and automation, aiming for greater collection effectiveness and employee productivity.
• Ensure appropriate technology supports these operations and strategies.
• Influence company planning and policy through participation in strategic planning sessions and committee assignments.
• Stay current with regulatory changes and economic trends in the industry, ensuring compliance with company policies, federal and state laws, and regulations such as FDCPA, FCRA, HIPAA, and TCPA.
• Manage adherence to all department procedures, production and quality requirements, and the operations risk policy.
• Attend regulatory and technical forums, stay abreast of all current and pending legislation, and network with processors, card associations, technology partners, and members of the banking, credit card, and broader lending industry.
• Ensure comprehensive collection knowledge and compliance across all types of loans.
• Perform other duties as assigned.

VP, Delinquency Management

Operations

• Assist with lead generation by researching and qualifying potential prospects.
• Maintain and update CRM systems with accurate and timely information.
• Prepare and organize sales presentations and materials for client meetings.
• Coordinate scheduling between prospects and sales representatives.
• Track and analyze key sales metrics and pipeline activity to support data-driven decisions.
• Collaborate with cross-functional teams (Sales, Marketing, Operations) to improve processes and enhance customer experience.
• Support administrative tasks that keep sales operations running efficiently.
• Leverage CRM tools to manage and update prospect data; familiarity with systems like Salesforce or HubSpot is a plus.
• Perform other duties as assigned.

Intern – Sales Operations

Product Designer

• Develop and hone skills in business through the internship program.
• Engage with a group of peers to acquire a knowledge foundation in Credit Unions and the financial industry.
• Participate in learning opportunities related to Six Sigma, job searching, and presentation skills.
• Network with industry leaders at Velera throughout the internship.

Learning Experience Design Intern

• The CDE Commercialization Project Manager will initiate, plan, organize, lead and control cross-functional product and technology projects that are complex and/or medium to large in scope and impact.
• Build relationships with Velera’s largest business unit leaders, acting as a point of contact between Client Delivery Experience, Product, Sales and IT.
• Responsible for communication, development, commercialization and operationalization of Velera Products and Solutions being delivered to clients.
• Perform as a CDE liaison with the product development/lifecycle.
• Lead and manage the project lifecycle to efficiently deliver multiple project initiatives.
• Partner with product and technology leaders to prioritize initiatives, negotiate financial and resource commitments, confirm availability and build delivery schedules.
• Work with CDE, Product and IT to architect, design, prototype and develop solutions that enable quality implementation and improve speed of “on-boarding” solutions.
• Assemble project team members; assign individual responsibilities; facilitate meetings and presentations.
• Define scope and objectives for complex product releases, with a focus on implementations and operations.
• Prioritize requirements for the business.
• Establish onboarding requirements and timelines in accordance with Solution Sales goals and market messaging.
• Manage the implementation of internal initiatives, major and minor system or product enhancements, client solutions and applicable decommissions.
• Deliver effective, accurate, and consistent communication to project teams, management, external clients and vendors.
• Understand interdependencies and lead times to develop a comprehensive schedule or priority task plan.
• Oversee completion of project tasks, manage conflicts, clarify gaps and escalate risks/issues as needed for improvements.
• Provide technology guidance and clarify process gaps.
• Work directly with key internal stakeholders and executives to negotiate, escalate, and resolve issues with priority.
• Identify changes that impact scope, cost or schedule and initiate the appropriate change control and/or change management process.
• Ensure proper documentation is established, maintained and stored for policies, processes and procedures to streamline and optimize client delivery of products and services.
• Provide timely reporting of project hours, status, performance, risks and escalations.

Client Delivery Project Manager – Commercialization

Compliance

• Oversee programs and activities related to maintaining PCI compliance and maintaining a favorable status with VISA and MasterCard.
• Provide oversight regarding audit, regulatory, and risk management activities across cyber functional areas, such as the development and maintenance of regulatory documentation (e.g., PCI DSS AOC).
• Monitor and analyze technology risk trends, and recommend appropriate technology policies, procedures, and practices to strengthen internal operations.
• Oversee compliance programs for cyber frameworks (e.g., NIST CSF).
• Direct functional teams in development, implementation, monitoring, and reporting of control processes, documentation, and compliance routines.
• Oversee and coordinate information technology and security components of both internal and external audits, federal and state examinations, and client onsite audits.
• Collaborate with Marketing/Communications teams in preparing information security messaging for internal and Credit Union distribution.
• Respond to financial institution audits, due diligence inquiries, and documentation requests.
• Oversee Vendor Partner Oversight functions (e.g., contract reviews, technology risk assessments, site audits).
• Oversee technology compliance reporting functions (e.g., quarterly ASV scans, AOC).
• Oversee activities of professional services firms (e.g., QSAs, QIRAs) in conducting technology compliance and security engagements.
• Serve as subject matter authority on industry regulatory environment and technology risk management practices.
• Report on and monitor Key Performance Indicators (KPIs).
• Set strategy and roadmaps for how identity is implemented and used across the business.
• Manage a team of Compliance professionals and ensure performance goals are monitored and managed.
• Oversee access attestations and ensure they are performed in a timely manner.
• Demonstrate behaviors based on Velera values: Dedication, Collaboration, Belonging, Curiosity, and Integrity.
• Perform other duties as assigned.

VP, Technology Compliance

Risk

• Support the enhancement and development of new and existing authentication services and solutions to improve performance and user experience.
• Analyze data and industry trends to identify risks and opportunities within authentication channels.
• Contribute to strategic initiatives aimed at strengthening authentication strategies and mitigating risks effectively.
• Collaborate cross-functionally to ensure alignment of authentication strategies with business objectives and client requirements.
• Monitor and assess the effectiveness of authentication processes and recommend enhancements as needed.
• Partner with internal stakeholders and external partners to optimize authentication channels and processes.
• Leading efforts to consolidate and present overall risk authentication performance through comprehensive KPIs and detailed reports.
• Serve as a lead on key initiatives proactively solving issues, providing expertise, and continuously planning and driving action between the organization’s current and future states to ensure efficient and timely completion.
• Pinpoint and address core issues within business processes for process improvement initiatives and make actionable recommendations.