ERM Manager

Assumes responsibility for executing the Credit Union’s RCSA Program:

• Administers the enterprise-wide Risk and Control Self-Assessment (RCSA) program, including planning, scheduling, facilitation, documentation, and refresh cycles.
• Maintains RCSA methodologies, taxonomies, scoring criteria, and evaluation templates to ensure consistency across business units.
• Facilitates RCSA workshops with business unit leaders to identify processes, risks, controls, control gaps, and action plans.
• Ensures RCSA documentation is complete, accurate, organized, and audit-ready.
• Provides summarized RCSA results for management reporting and supports integration of RCSA outcomes into enterprise risk profiles.

Assumes responsibility for Risk Identification, Monitoring, and Reporting:

• Coordinates with Compliance/BSA-AML, Fraud, Information Security, Operations, Finance, and other business units to obtain information needed for ERM activities.
• Supports risk assessments related to new products, processes, or system changes by gathering risk information and documenting relevant impacts.
• Maintains the enterprise risk register, ensuring timely updates from business units.
• Tracks and analyzes key risk indicators (KRIs) and prepares recurring and ad‑hoc risk monitoring reports.
• Compiles, analyzes, and aggregates risk data for presentation to management and applicable committees.
• Produces clear, concise dashboards and risk summaries to support strategic and operational decision‑making.
• Collects emerging‑risk information from business units as part of RCSA and KRI routines and integrates these observations into risk reporting.

Assumes responsibility for Issues Management and Control Testing Support:

• Tracks and updates risk issues, control gaps, and remediation actions to ensure accurate and timely follow‑up by business units.
• Assists in developing or reviewing control testing procedures and integrates results into RCSA updates.
• Identifies trends in control deficiencies and collaborates with business units on opportunities for enhancement.
• Collaborates with business units on the design and enhancement of controls identified through RCSAs.

Assumes responsibility for ERM Coordination, Policy Maintenance, and Risk Awareness:

• Assists in maintaining ERM‑related policies, procedures, and standards by updating templates, incorporating feedback, and managing version control.
• Coordinates risk committee logistics, including gathering materials, preparing packets, tracking action items, and maintaining meeting records.
• Maintains organized, accurate, and auditable ERM documentation, including RCSA work papers, KRIs, and reporting outputs.
• Provides training and awareness to staff on ERM processes, RCSA expectations, and risk documentation standards.
• Coordinates ERM policy, charter, and framework review cycles.
• Assists with preparing documentation packages, data summaries, and evidence folders for audits and regulatory requests and examinations.
• Promotes consistent application of the ERM framework across business units.
• Identifies opportunities to improve ERM processes through automation, workflow enhancements, and better use of data.

Assumes responsibilities for related duties as required or assigned.

Education/Certification &

Experience:

• Bachelor’s degree in Finance, Business Administration, Accounting, Risk Management, or a related field required; an equivalent combination of education and experience may be considered.
• Three (3) to five (5) years’ experience in risk management, operational risk, audit, management consulting or a related discipline within or for a financial institution.
• Knowledge of and practical experience with financial institution operating areas, functions, products and services and applicable laws and regulations.
• Demonstrated experience leading and facilitating a formal RCSA program or similar risk / control assessment process.

Skills/Abilities:

• Critical thinker with strong execution discipline and the ability to translate risk concepts into practical, actionable steps for business units.
• Exceptional relationship‑building and stakeholder‑management skills.
• Ability to establish credibility and trust with leaders across…