• Optimize the investment portfolio composition and return, within the constraints of current and future balance sheet needs, as well as maintaining compliance within the current regulatory framework.
• Research and recommend alternative asset classes to be used in lieu of standard investment opportunities to enhance yield and balance sheet characteristics.
• Outline and execute investment strategy as described in Investment Strategy statement presented at Investment Committee meetings on a quarterly basis.

• Coordinate, develop and maintain on-going product pricing strategies.
• Maintain ongoing forecasting process to ensure accurate and reliable forecast strategies.
• Coordinate model maintenance and assumption review on a regular basis.
• Coordinate quarterly ALM reporting to the Funds Management Committee.
• Identify strategies and make recommendations for optimal balance sheet performance and risk management.
• Enhance cash management and correspondent relationships.

• As a member of the Leadership Team, participate in strategic planning, annual improvement plans and credit union-wide budgeting and resource allocation.
• Oversee the interest rate risk modeling portion of the annual budget, midyear update, and longer-term budgeting processes.
• Perform special studies as directed – driven by credit unions annual business plan.
• Comply with all necessary regulatory requirements within the scope of the position.
• Maintain up to date policies to include but not limited to: ALM policy, Investment policy, Secondary Marketing policy, and Liquidity policy.
• Assure adherence to federal and state regulations in all areas of responsibility.
• Attend seminars and educational conferences to stay abreast of industry best practices.
• Negotiate, secure and manage the Credit Union’s corporate insurance coverage for property and casualty, directors and officers, workers comp, and all other lines of coverage.
• Monitor and suggest changes to product pricing or structure to ensure products and pricing are competitive, yet also make financial sense for the organization to offer.
• Responsible for assessing financial strength and risks associated with all vendors deemed critical or important to UWCU’s continuing operations.

• Personal Responsibility and Accountability – Build trust with the team, inspiring growth and development while striving to make a positive impact on the business.
• Effective Communication – Communicate inclusively and transparently, aligning work in a manner that reinforces UWCU’s vision, mission, core values and goals. Uses social and emotional intelligence to navigate conflict, strengthen relationships and solve complex problems.
• Focus on Teamwork – Encourage others to authentically bring their true self and skills to work, aligning them with the strategic goals of the team and organization. Recognize and reward individual and team efforts reinforcing the positive impacts to the team and organization.
• High-Performance Mindset – Committed to operational excellence and improvement in the areas of compliance, organizational processes, and employee experience. Consistently meets or exceeds milestones and deadlines.
• Business Acumen – Is a student of our business by understanding emerging industry trends competitor knowledge and how own functional area contributes to the organization. Uses strategic plan, critical measures, and data to recommend changes and to execute plans to achieve organization effectiveness and strategic priorities.
• Inclusive Excellence – Foster a collaborative and innovative team. Set the tone and model behaviors that create an environment where others feel valued, respected, a sense of belonging, and the ability to positively contribute. Creates equitable access to development and career growth.
• Recruitment and Retention – Recruit and retain top talent. Develop diverse talent pipelines, aligning with UWCU’s Diversity, Equity, and Inclusion strategy. Consistently utilizes coaching and development as an engagement, retention, and inclusion strategy.
• Change Leadership – Views change as a necessary constant and positions it in a way that creates engagement and capitalizes on opportunities for individual and team growth and development.
• Coach Approach – approaches people leadership from a place of curiosity and growth mindset, providing continuous feedback focused on employee development. Invites feedback from all directions; recognizing growth and development are a daily process.

• Ensure interest rate risk embedded in the mortgage pipeline is mitigated to the extent required by corporate goals and strategies.
• Coordinate with Lending and Mortgage divisions to manage correspondent relationships.
• Maintain and manage TBA lines with counterparties to assure adequate capacity is available to hedge entire mortgage pipeline.
• Ensure accurate and timely dissemination of reporting to all areas requiring information on this process.

• Conduct and oversee annual review of counterparties.
• Negotiate and arrange access to credit to meet regulatory and organizational thresholds for liquidity access.
• Manage daily liquidity to ensure balance between returns, compliance with policy limits, and access to funds to meet daily operations.
• Perform stress testing on the balance sheet to ensure the credit union is prepared and able to meet its financial obligations in unusual and stressed environments.

• Bachelor’s degree in accounting, finance, related field or equivalent work experience required
• 4+ years of experience in leadership position required
• Experience working in a financial institution or related industry required
• Knowledge of generally accepted accounting principles, budgetary control systems, investments, and asset/liability management practices
• Proven history of successful financial reporting program development and improvement
• Demonstrated analytical, problem-solving and leadership skills
• Excellent written and verbal communication skills

• Master of Business Administration
• Chartered Financial Analyst (CFA) Certification

• Relocation assistance available
• Hybrid work environment
• 2 weeks paid caregiver leave
• 2 weeks paid new child parental leave
• Ample paid time off
• 2 days paid volunteer time
• 10 paid holidays (includes your birthday!)
• 401k company match of up to 5%, plus approximately 4% discretionary match
• Generous variable reward bonus
• 3 health plan options, including domestic partner eligibility
• Free bus pass and B-Cycle membership
• Employee Assistance Program
• And more!

UW Credit Union is proud to be an Equal Opportunity and Affirmative Action Employer of Minorities, Protected Veterans, Women, and individuals with Disabilities. We strive to cultivate an inclusive workplace that is home to a diverse workforce where employees at all levels model knowledge of, belief in and a commitment to cultural competence.