Card Ops Project Lead

JOB TITLE: Card Ops Program Administrator DEPARTMENT: Card Operations STATUS: Exempt

JOB CODE: 4111

PAY RANGE: $70,400.00 - $72,000.00 Annually

GENERAL DESCRIPTION:

Supports the Manager, Card Operations and the Senior Manager Card Servicing with the development, implementation, and management of assigned projects including, but not limited to new products and product enhancements, system/report enhancements, and promotions. Collaborates with various professionals throughout the organization such as IT programming and the Project Management Office to provide criteria, direction, and background of initiatives.

TASKS, DUTIES, FUNCTIONS:

Responsible for researching and maintaining all Card Operations-related aspects of various projects, including corporate-wide projects initiated by other departments that have an impact on Card Operations. Interfaces with all areas affected by the project including end users, computer services and member services. Assist with defining the project scope and objectives for Card Operations-initiated projects, and promotions and develops detailed work plans, schedules, project estimates, resource plans and status reports, in order to meet the Credit Unions current and future strategic initiatives for Card Operations, operating expenses, and compliance. Complete research, analysis, and recommendations on promotions to increase the Card portfolio and/or activity. Follow up and resolve problem situations related to promotions. Provide data tracking of promotional figures to Card Operations Manager, VP and SVP. Maintains a thorough understanding of state and federal and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. Document project activities, follow-up and resolve problem situations, update management on progress and problem situations. Make recommendations to management based on research and analysis results. Participates in project meetings and is responsible for project tracking and analysis for Card Operations-initiated projects. Responsible for daily system administration tasks that include assigning security permissions, add & modify users, and other related tasks for the vault, Visa Online, Verified by Visa, Visa CATS, EFT Portal, ACI, Base 24, COOP portal, and FIS. Back up for all FDR, Spring Board and evolve for collections system administration duties. Auditing of the current user report for shell additions and/or change. Assist with testing and validation system enhancements. Create/update departmental procedures and assist Retail admin with Branch and Contact Center procedures, FAQ, weekly updates/reminders related to Card Operations. Assist with RFP responses. Provide cost benefit analysis and proposed responses to various RFP concerns. Perform liaison functions with external contacts, processors, vendors, and associated organizations. Responsible for vendor management and service levels. Assume related responsibilities as required. Interface with programmers on card services initiatives; giving direction on requirements, testing and implementation. Lead department project using the project management program in place of a corporate manager. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: Effective oral and written communication skills. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone. Must work independently with minimal direction and exhibit own initiative. Effective project management skills are required to manage the implementation of projects, prepare recommendations, perform analysis, and to accomplish other project management functions as listed.

ORGANIZATIONAL CONTACTS & RELATIONSHIPS:

INTERNAL: All levels of staff, IT programmers, Project Management Office, Senior Managers. EXTERNAL: Vendors, suppliers and other financial institutions.

QUALIFICATIONS:

EDUCATION: Bachelor’s degree in Business, Finance or related field or equivalent work experience. EXPERIENCE: 5 years or more year’s project management or project management support and experience in a card services environment and processing platforms preferred. Exposure to process development/improvement methodologies.

KNOWLEDGE/SKILLS:

Keeps abreast of established Card Operations and Credit Union rules, regulations, policies, and practices.Strong personal computer skills Independent work methods Oral and written communication and numerical skills. Ability to read, analyze, and formulate business processes. Must be able to apply analytical skills and processes to problem solving in assigned projects Ability to define problems, collect data, establish facts and draw valid conclusions. Ability to formulate ideas and recommendations both orally and in writing for presentation to management. Experience with Credit Card systems and software. Experience with MS Project Software desired.

PHYSICAL REQUIREMENTS:

Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range.A device to enhance hearing will be provided if needed. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Unusually long work hours may be required to accomplish assigned tasks. Occasional local and statewide travel by car or public conveyance LICENSES/CERTIFICATIONS: None

• LI-Hybrid REV. 4/22/2025
• J-18808-Ljbffr Golden 1