JOB SUMMARY

The Process and Procedures Specialist supports the Project, Methods and Procedures department, through developing, updating and recommendations for improvement of processes and procedures to improve the member experience and operational efficiency. Documents organization operational processes, manages standard operating procedures inventory by working with departments to identify, document and maintain standard operating procedures. Participates in projects by identifying and documenting processes, managing procedure development and updates.

LOCATION

We are passionate about attracting great talent to our team, so this position will be a full-time remote arrangement with limited travel expectations to designated CU locations.

ABOUT UNIVERSITY CREDIT UNION

University Credit Union (UCU) is a purpose-driven financial cooperative dedicated to providing everyone in the university community a financial advantage.

UCU was founded in 1951, on-campus, by a group of UCLA employees. Over 70 years later, we continue to exclusively serve the university community and have expanded our reach beyond UCLA. We continue to align ourselves with universities and have expanded our reach to numerous universities across California, the West Coast Conference, and the Big West Conference.

UCU’s focus has been diversifying and building a foundation for future growth. By partnering with the university community, we can provide products and services tailored to their unique needs. To best serve our member-owners, UCU delivers on our purpose, to give every member in the university community a financial advantage, by following our three key differentiators:

• We were founded by the University Community for the University Community
• We provide conflict-free unbiased financial advice from certified professional coaches.
• the top 1% lowest nationwide of all federally insured financial institutions.

Pay Banding Information:

Actual pay will be based on experience and qualifications, but is expected to be in the range of $55K - $81k.

KEY DUTIES AND RESPONSIBILITIES

• Standard Operating Procedures (SOP’s) management (manage inventory and updates to SOP Library and AI solution).
  • Develop and implement processes, procedures, or methods to improve efficiency and productivity for all areas of UCU
  • Coordinate with other departments to ensure that information is accurate and up to date
• Process management (documentation, review and identify opportunities for improvement).
  • Conduct audits of current processes to identify opportunities for improvement
• Project support for process and procedure identification, documentation and improvement.
  • Develop or modify procedures and protocols for new or existing programs

KNOWLEDGE & SKILLS

Education/Certification: Business Process Improvement (BPI), Six Sigma and Project Management desired. Required Knowledge: Experience in working independently and as a team member to identify opportunities for improvement and problem solving. Skilled in process mapping documentation utilizing process management software such as Visio. Experience with technology programs utilized by the company including, Symitar, other Credit Union related core systems, internet/intranet applications and Microsoft Office products.

Experience Required: 2 years of similar or related experience. Knowledge of operational processes and procedures in credit unions/financial institutions.

Skills/Abilities: Excellent oral and written communication skills.

Well organized.

Attentive to detail.

Strong project management abilities.

Able to use related computer applications

An independent thinker and self-starter.

“Can do” approach to resolving issues.

Team UCU Benefits:

Investing in people is one of UCU’s strategic priorities and we invest in Team UCU by offering a variety of excellent benefits, in addition to being a great team to work with:

• Competitive compensation
• Work from anywhere options for select positions.
• A full 401(k) match up to 6% plus a potential additional annual profit share of up to 4%
• Quarterly Gain Share awards, subject to meeting certain organization goals, with a payout of up to 10% of earnings
• Employee loan discounts
• Generous paid vacation, plus accrual of paid sick time, and additional discretionary floating and cultural holidays
• 12 paid Holidays
• Personal growth development plans tailored to each member of Team UCU

• Choice of medical, dental, and vision plans, including some options that are 100% paid for by the Credit Union.
• Complementary Basic Life and Accidental Death and Dismemberment Insurance
• Complementary long-term and short-term disability insurance and Employee Assistance Program

UCU’s commitment to diversity, equity, and inclusion:

Diversity, equity, and inclusion play a key part in our dedication to giving everyone in the university community a financial advantage. From students, staff, faculty, and alumni, our member-owners are individual in their needs. UCU is committed to ensuring our team brings a variety of skills, ideas, cultural backgrounds, and experience to UCU to align with them. We are dedicated to building trust and understanding with each of our member-owners. We accomplish this by building a community that embraces diverse ideas, backgrounds, and perspectives; this is mirrored in our work and represented in Team UCU.

University Credit Union is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, or status as a qualified individual with disability.

ADA Requirements:

Physical Requirements

If based remotely, may be required to travel up to 20% of the time to the UCU HQ in Los Angeles, so must be able to travel and move within buildings to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency. Must be able to operate routine office equipment including a computer, telephone, copier, and calculator. Must be able to routinely perform work on a computer for extended periods daily. Must be able to work extended hours whenever required or requested by management. Must be capable of regular reliable, and timely attendance that aligns with the pacific time zone.

Working Conditions

If working onsite, must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. If working remotely from a home office, must be able to work in a separate, quiet area, for extended periods on a computer.

Mental and/or Emotional Requirements

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising the highest level of discretion on both internal and external confidential matters.