The primary purpose of this position is to assist Fort Financial Credit Union, to achieve and develop a highly effective team of employees and develop each employee to their highest potential through coaching and leadership. Responsible for ensuring that outstanding service is delivered to both internal and external members. A key component of this service is to identify the financial needs of the member and recommend an appropriate credit union solution. In addition, Internal Auditing is an independent appraisal function established within the credit union to examine and evaluate its activities as a service to the organization. The objective of internal auditing is to assist the Board of Directors, Supervisory Committee, and Senior Management of the credit union in the effective discharge of their responsibilities and to safe guard credit union assets. To this end, internal auditing is responsible for furnishing them with analysis, appraisals, recommendations, counsel, and information regarding the activities reviewed.
This position is located in the Fort Wayne area.
DUTIES AND RESPONSIBILITIES
- Ensure delivery of service to both internal and external members that is in alignment with the credit union’s Service Promises. I commit to:
Treat each member with respect and professionalism.
Be knowledgeable, truthful and accurate.
Recommend the best solution for each member.
Make it easy to do business with us.
Maintain privacy with each transaction.
Follow through with all our commitments.
- Hold employees accountable for their performance, attitude and behavior.
- Demonstrate enthusiastic support of corporate mission, core values and long term objectives.
- Performs job duties within our regulations, standard operating policies, and procedures.
- Responsible for completing audits of all areas, departments, and branches of the credit union testing the reliability and integrity of financial information and regulatory compliance.
- Perform an independent review on all aspects of the credit union’s operations and internal controls to ensure established policies and procedures are followed and are in compliance with related laws and regulations.
- Recommend procedures and/or policy changes to Executive Management that will facilitate the credit union’s compliance program, reduce risk and reflect changes in regulations.
- Disseminate information regarding laws and regulation changes or updates affecting the credit union.
- Maintains the confidential nature of all work papers and information obtained during any audit.
- Responsible for the completion of all audit assignments effectively and within the scheduled time frame.
- Acts as the BSA Officer and completes and reviews all reports necessary for BSA purposes. Files SARs and CTRs as necessary and within regulatory guidelines, maintains confidentiality regarding all BSA information, updates the BSA policy as needed and completed the BSA Risk Assessment on an annual basis.
- Responsible for interviewing credit union staff as needed to gather relevant information to complete assignments.
- Responsible to communicate information, suggestions, and/or problems regarding job status and critical findings throughout assignments to Management, Supervisory Committee, and Board of Directors.
- Responsible for organizing and systematically completing in a neat manner all work papers to show what was done, the procedures and methods used, and conclusion of the results of the work performed.
- Responsible for assisting the NCUA, and external auditors to expeditiously complete their assignments.
- Timely reporting of audit findings, including formal monthly reports to the Board of Directors and Management.
- Performs duties outlined in the audit program.
- Completes special audit projects as assigned by the Supervisory Committee.
- Assists CPA Auditors and NCUA Examiners by providing information, documentation, and credit union personnel to expedite audits and exams.
- Monitors the credit union’s system of internal accounting, and operational controls, and recommends changes when necessary.
- Interacts and schedules auditing procedures with other departments in the organization.
- Supervises and directs Internal Audit Assistant.
- Performs duties necessary to achieve the internal audit objectives and scope.
The scope of internal auditing should encompass the examination, evaluation, and recommendation in regard to the adequacy and effectiveness of the credit union’s system of internal control and the quality of performance in carrying out assigned responsibilities.
This will include financial, accounting, and operational auditing.
The audit program and goals will meet the expectations of the supervisory committee. Such a program will encompass, but is not limited to, the following:
- Review the reliability and integrity of financial and operating information, and the means used to identify measure, classify, and report such information.
- Review the systems established to ensure compliance with those policies, plans, procedures, laws, and regulations that could have a significant impact on operations and reports, and should determine whether the organization is in compliance.
- Review the means of safeguarding assets of members and the credit union and, as appropriate, verify the existence of such assets.
- Appraise the economy and efficiency with which resources are employed.
- Review operations or programs to ascertain whether results are consistent with established objectives and goals, and whether the operations or programs are being carried out as planned.
- Investigate unlawful activity such as fraud, embezzlement, robberies, and conflicts of interest.
GENERAL SKILLS FOR THE POSITION
Computer Skills - General experience with personal computers and knowledge of Windows based applications.
Language Skills - Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence.
Mathematical Skills - Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent.
Reasoning Ability - Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
Physical Demands - The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to operate calculator and keyboard; reach with hands and arms; and talk or hear. The employee frequently is required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus.
Work Environment - The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individual with disabilities to perform the essential functions. The noise level in the work environment is usually moderate to low.
REQUIRED WORK EXPERIENCE
A minimum of 5-7 years job related experience required; 5-7 years direct management experience required.
A four-year college degree required.
Applicants may submit their resume to Reanna Jennings, HR Generalist, at Reanna.email@example.com, or can apply by following the link below to the Applicant Tracking System and current job postings the Fort Financial CU website:
Job opportunities listed on this site are in a credit union or related organization. If you are interested in a posted job, respond directly using the information provided. If you have questions, contact Lynley Chapin at the Indiana Credit Union League at (317) 594-5300 or (800) 285-5300. The Indiana Credit Union League acts as a clearinghouse for this listing and cannot assume responsibility for the validity of the description.