Connexus Credit Union

Senior Data Analyst Apply locations Remote time type Full time job requisition id JR1613 Connexus Credit Union - Who We Are: Serving members across all 50 states, Connexus Credit Union is a member-focused cooperative that is proud to return profits to member-owners through high yields for checking accounts and deposit products, as well as competitive rates on our loans. We are a remote first employer with the majority of our employees residing in the upper Midwest. As an employer we foster collaboration and high performance to achieve excellence. We holistically care for and develop our employees to thrive personally and professionally. We are proud to share our success with our employees and those we serve. Connexus offers an Amazing Benefits package: - 25 days of paid time off and 10 paid holidays - 16 hours of paid Volunteer Time Off - 401K Retirement with up to 6% employer match - Excellent Health, Dental, Vision insurance, including multiple plan options - Health Savings Account with generous employer contributions - Employer paid Life insurance, Short-Term and Long-Term Disability - Tuition Reimbursement from $4,000 - $7,000 per calendar year - Robust Learning and Development program that includes an annual professional development stipend About the Role: We are searching for a Senior Data Analyst to join our Data & Insights team as a strategic partner to the business. This role delivers high‑impact analytics solutions-including dashboards, KPIs, advanced analysis, and automation-to turn complex data into clear, actionable insights. You’ll collaborate closely with stakeholders, work with large and complex datasets, communicate findings to both technical and non‑technical audiences, and support the growth and development of junior analysts. Responsibilities: - Serves as a strategic analytics partner to leadership by translating business priorities into advanced analytical initiatives and solutions. - Designs, develops, and maintains enterprise-level KPIs, dashboards, reporting ecosystems, and analytical models that support long-term organizational goals. - Independently gathers, integrates, and prepares highly complex datasets from diverse internal and external sources, ensuring data quality, scalability, and consistency. - Conducts advanced analyses—including statistical modeling, segmentation, forecasting, and root-cause investigations—to deliver proactive and actionable insights. - Leads cross-functional discovery sessions to deeply understand business challenges and define analytical requirements, often identifying opportunities before they are requested. - Advises stakeholders on data governance, best practices for analytics, and secure data handling, improving organizational data literacy and adoption of analytic tools. - Acts as the Data & Insights representative on ePMO and strategic projects, ensuring timely, high-quality deliverables aligned with organizational priorities. - Drives enterprise automation and efficiency by creating reusable scripts, analytic frameworks, and automated workflows that streamline complex processes. - Serves as a technical and analytical mentor for Data Analysts and Associate Data Analysts, providing guidance on methodologies, quality assurance, and documentation. - Collaborates with data engineering and data science partners to enhance data pipelines, advise on architectural decisions, and support model development and deployment. - Delivers clear, compelling presentations that translate complex analytical findings into insights accessible to leadership and non-technical audiences. - Ensures full compliance with all Federal Regulations as they pertain to job duties, including BSA. Position Requirements: - This position is Remote. - Bachelor's degree or commensurate experience is Required. - 8+ years of Data Analysis experience is Required. - Prior experience working within Financial Services (such as Banking or Credit Unions) is Required. - Relationship management experience with financial lines of business & data visualization is Required. - Advanced proficiency in SQL, Excel, and Python, including experience with automation, performance tuning, and statistical libraries is Required. - Experience optimizing queries and workflows in centralized data warehouses (e.g., Snowflake, Data Bricks, etc.) is Required. - Experience creating polished dashboards and visualizations in Power BI is Required. - Microsoft Certified: Power BI Data Analyst Associate. Connexus Credit Union's Employer Recognitions: - 2026 Best Place to Work in IT, Computer World

Paralegal Apply locations Remote time type Full time job requisition id JR1636 Connexus Credit Union - Who We Are: Serving members across all 50 states, Connexus Credit Union is a member-focused cooperative that is proud to return profits to member-owners through high yields for checking accounts and deposit products, as well as competitive rates on our loans. We are a remote first employer with the majority of our employees residing in the upper Midwest. As an employer we foster collaboration and high performance to achieve excellence. We holistically care for and develop our employees to thrive personally and professionally. We are proud to share our success with our employees and those we serve. Connexus offers an Amazing Benefits package: - 25 days of paid time off and 10 paid holidays - 16 hours of paid Volunteer Time Off - 401K Retirement with up to 6% employer match - Excellent Health, Dental, Vision insurance, including multiple plan options - Health Savings Account with generous employer contributions - Employer paid Life insurance, Short-Term and Long-Term Disability - Tuition Reimbursement from $4,000 - $7,000 per calendar year - Robust Learning and Development program that includes an annual professional development stipend About the Role: We are seeking a detail-oriented Paralegal to support our General Counsel (GC) with legal research, contract review, litigation management, and probate matters. In this role, you will analyze and summarize agreements and track key documents. You will help manage disputes by maintaining calendars, assisting with discovery, and liaising with internal stakeholders and outside counsel. The ideal candidate is highly organized, exercises sound judgment, has probate experience, and communicates clearly in a fast-paced environment. Responsibilities: Legal Research, Documentation, and Projects: - Performs legal research and analysis on various legal issues and regulatory matters. - Assist with researching and answering legal and compliance help desk questions. - Prepare legal correspondence, including but not limited to discovery, garnishments, subpoenas, and deposition notices. - Handle special projects as assigned by the GC. Contract Reviews: - Draft, review, and revise contracts using Track Changes and the Compare function in MS Word. - Manage and maintain contract databases and legal files. Legal Cousel and Strategy: - Assist the GC in providing counsel, guidance, and strategy regarding legal and regulatory matters or issues involving the credit union. - This includes providing legal services to the credit union and managing and monitoring the quality and efficiency of outsourcing to external law firms and attorneys. Compliance and Corporate Governance: - Assist the GC to ensure that the policies, procedures, and forms of the credit union in ensuring that the credit union's policies, procedures, and forms comply with all applicable laws, regulations, and credit union policy. - Provide legal guidance to staff on operational matters, including but not limited to employment law matters, power of attorney, and deceased member accounts. - Remain informed of legal and regulatory changes and developments affecting the credit union industry and financial services. Board of Directors and Governance: - Manages governance matters, ensuring compliance with governance policies and procedures. - Maintain an inventory of legal matters and provide related updates to the Board of Directors and the management team. Other Duties: - Adhere to all Connexus Credit Union policies and procedures, which include security compliance and following guidelines intended to limit risk exposure losses. - Participates in department and/or organizational projects as directed. - Performs other tasks or functions as required, requested, necessary or prudent from time to time. - Maintains confidentiality of all member and credit union information and data. - Comply with all Federal Regulations as they pertain to your job duties, including BSA. Position Requirements: - This position is Remote. - Associate’s Degree, or commensurate experience is Required. - 5+ years of legal-related experience in a financial institution, government agency, or law firm is Required. - Computer literate with working knowledge of Microsoft Word, Microsoft Excel, and Adobe is Required. - Paralegal Certificate preferred. Connexus Credit Union's Employer Recognitions: - 2026 Best Place to Work in IT, Computer World

Title: Senior Member Services Representative Location: United States Job Description: Connexus Credit Union - Who We Are: Serving members across all 50 states, Connexus Credit Union is a member-focused cooperative that is proud to return profits to member-owners through high yields for checking accounts and deposit products, as well as competitive rates on our loans. We are a remote first employer with the majority of our employees residing in the upper Midwest. As an employer we foster collaboration and high performance to achieve excellence. We holistically care for and develop our employees to thrive personally and professionally. We are proud to share our success with our employees and those we serve. Connexus offers an Amazing Benefits package: - 20 days of paid time off and 10 paid holidays - 16 hours of paid Volunteer Time Off - 401K Retirement with up to 6% employer match - Excellent Health, Dental, Vision insurance, including multiple plan options - Health Savings Account with generous employer contributions - Employer paid Life insurance, Short-Term and Long-Term Disability - Tuition Reimbursement from $4,000 - $7,000 per calendar year - Robust Learning and Development program that includes an annual professional development stipend Starting wage of $19.00/hr. and higher based on prior experience! Bring your customer service experience and we will give you the tools and training to achieve excellence. If you have a hunger to learn and positive energy, join us for bankers' hours with teams and leaders who want you to be your personal and professional best. Responsibilities: - Builds and maintains professional relationships with members and colleagues, leveraging interpersonal skills to achieve mutually beneficial outcomes. - As the first point of contact for our members, provide best in class service and make informed recommendations to help our members achieve their financial goals. - Promptly and accurately assists members at the counter, drive-up, phone or via mail correspondence with all types of financial transactions, while keeping information in the strictest confidence. - Educate our members about opportunities to enhance their financial landscape, while promoting Connexus products, services or policies. - Develop working knowledge of deposit and loan products, accurately open deposit accounts and loans, and upsell where appropriate to effectively build relationships. - Research, troubleshoot and resolve complex member inquiries about credit union services and accounts. - Assist Branch Manager and Supervisor with compliance duties, such as vault and TCR audits. - Mentor, onboard, and help train new Member Services Representatives. - Complete member transactions accurately and efficiently, adhering to department, organizational and federal guidelines and procedures. - Operate and balance cash drawer daily with minimal balancing errors. - Monitor and respond as needed in chat queues in order to achieve interdepartmental synergy and provide members with a seamless experience, regardless of their contact channel. - Protect member and credit union assets through risk mitigation, fraud prevention and confidentiality. - Achieve individual performance goals as assigned and positively contribute to branch goal attainment. - Protect member and credit union assets and mitigate risk by identifying and preventing fraudulent or suspicious activity. - Perform other duties, branch support and projects as assigned. Position Requirements: - Demonstrated knowledge of basic math skills and cash handling experience to count cash and balance cash drawer accurately and proficiently is Required. - 2+ years of work experience in a sales, retail or customer service environment with demonstrated success in achieving established goals by using independent judgment is preferred. - Prior experience working in a credit union or bank as a member service representative or teller is beneficial but not required as we are willing to train. - Follows established routines under close supervision. - Evidence of excellent verbal communication skills along with an outgoing personality that demonstrates a positive, friendly and energetic attitude. - Ability to remain calm under pressure and to be entrusted with the handling of confidential and personal matters. - Demonstrated ability to be a team player, with willingness to work in a fast- paced, flexible environment. - Ability to travel to other branches within the area as necessary. Connexus Credit Union's Employer Recognitions: - 2026 Best Place to Work in IT, Computer World Equal Opportunity Employer/Disabled/Veterans/41 CFR 60-1.4, 41 CFR 60-1.35

Role Description We are seeking a detail-oriented Paralegal to support our General Counsel (GC) with legal research, contract review, litigation management, and probate matters. In this role, you will analyze and summarize agreements and track key documents. You will help manage disputes by maintaining calendars, assisting with discovery, and liaising with internal stakeholders and outside counsel. The ideal candidate is highly organized, exercises sound judgment, has probate experience, and communicates clearly in a fast-paced environment. Responsibilities - Legal Research, Documentation, and Projects: - Performs legal research and analysis on various legal issues and regulatory matters. - Assist with researching and answering legal and compliance help desk questions. - Prepare legal correspondence, including but not limited to discovery, garnishments, subpoenas, and deposition notices. - Handle special projects as assigned by the GC. - Contract Reviews: - Draft, review, and revise contracts using Track Changes and the Compare function in MS Word. - Manage and maintain contract databases and legal files. - Legal Counsel and Strategy: - Assist the GC in providing counsel, guidance, and strategy regarding legal and regulatory matters or issues involving the credit union. - This includes providing legal services to the credit union and managing and monitoring the quality and efficiency of outsourcing to external law firms and attorneys. - Compliance and Corporate Governance: - Assist the GC to ensure that the policies, procedures, and forms of the credit union comply with all applicable laws, regulations, and credit union policy. - Provide legal guidance to staff on operational matters, including but not limited to employment law matters, power of attorney, and deceased member accounts. - Remain informed of legal and regulatory changes and developments affecting the credit union industry and financial services. - Board of Directors and Governance: - Manages governance matters, ensuring compliance with governance policies and procedures. - Maintain an inventory of legal matters and provide related updates to the Board of Directors and the management team. - Other Duties: - Adhere to all Connexus Credit Union policies and procedures, which include security compliance and following guidelines intended to limit risk exposure losses. - Participates in department and/or organizational projects as directed. - Performs other tasks or functions as required, requested, necessary or prudent from time to time. - Maintains confidentiality of all member and credit union information and data. - Comply with all Federal Regulations as they pertain to your job duties, including BSA. Qualifications - Associate’s Degree, or commensurate experience is Required. - 5+ years of legal-related experience in a financial institution, government agency, or law firm is Required. - Computer literate with working knowledge of Microsoft Word, Microsoft Excel, and Adobe is Required. - Paralegal Certificate preferred. Benefits - 25 days of paid time off and 10 paid holidays. - 16 hours of paid Volunteer Time Off. - 401K Retirement with up to 6% employer match. - Excellent Health, Dental, Vision insurance, including multiple plan options. - Health Savings Account with generous employer contributions. - Employer paid Life insurance, Short-Term and Long-Term Disability. - Tuition Reimbursement from $4,000 - $7,000 per calendar year. - Robust Learning and Development program that includes an annual professional development stipend.

Role Description Bring your customer service experience and we will give you the tools and training to achieve excellence. If you have a hunger to learn and positive energy, join us for bankers' hours with teams and leaders who want you to be your personal and professional best. - Builds and maintains professional relationships with members and colleagues, leveraging interpersonal skills to achieve mutually beneficial outcomes. - As the first point of contact for our members, provide best in class service and make informed recommendations to help our members achieve their financial goals. - Promptly and accurately assists members at the counter, drive-up, phone or via mail correspondence with all types of financial transactions, including troubleshooting as necessary, while keeping information in the strictest confidence. - Educate our members about opportunities to enhance their financial landscape, while promoting Connexus products, services or policies. - Complete member transactions accurately and efficiently, adhering to department, organizational and federal guidelines and procedures. - Operate and balance cash drawer daily with minimal balancing errors. - Monitor and respond as needed in chat queues in order to achieve interdepartmental synergy and provide members with a seamless experience, regardless of their contact channel. - Protect member and credit union assets through risk mitigation, fraud prevention and confidentiality. - Achieve individual performance goals as assigned and positively contribute to branch goal attainment. - Take initiative for your personal development and stay informed of all credit union products, services and procedures. Qualifications - Demonstrated knowledge of basic math skills and cash handling experience to count cash and balance cash drawer accurately and proficiently is Required. - 1+ years of work experience in a sales, retail or customer service environment with demonstrated success in achieving established goals is preferred. - Follows established routines under close supervision. - Uses normal courtesy and workplace professionalism. Interacts with co-workers and members. Demonstrates behaviors that support our values and culture. - Evidence of excellent verbal communication skills along with an outgoing personality that demonstrates a positive, friendly and energetic attitude. - Ability to be entrusted with the handling of confidential and personal matters and to remain calm under pressure. - Demonstrated ability to be a team player, with willingness to work in a fast-paced, flexible environment. Benefits - 20 days of paid time off and 10 paid holidays - 16 hours of paid Volunteer Time Off - 401K Retirement with up to 6% employer match - Excellent Health, Dental, Vision insurance, including multiple plan options - Health Savings Account with generous employer contributions - Employer paid Life insurance, Short-Term and Long-Term Disability - Tuition Reimbursement from $4,000 - $7,000 per calendar year - Robust Learning and Development program that includes an annual professional development stipend - Starting wage of $17.00/hr. and higher based on prior experience! Company Description Serving members across all 50 states, Connexus Credit Union is a member-focused cooperative that is proud to return profits to member-owners through high yields for checking accounts and deposit products, as well as competitive rates on our loans. We are a remote first employer with the majority of our employees residing in the upper Midwest. As an employer we foster collaboration and high performance to achieve excellence. We holistically care for and develop our employees to thrive personally and professionally. We are proud to share our success with our employees and those we serve.

Connexus Credit Union - Who We Are: Serving members across all 50 states, Connexus Credit Union is a member-focused cooperative that is proud to return profits to member-owners through high yields for checking accounts and deposit products, as well as competitive rates on our loans. We are a remote first employer with the majority of our employees residing in the upper Midwest. As an employer we foster collaboration and high performance to achieve excellence. We holistically care for and develop our employees to thrive personally and professionally. We are proud to share our success with our employees and those we serve. Connexus offers an Amazing Benefits package: - 20 days of paid time off and 10 paid holidays - 16 hours of paid Volunteer Time Off - 401K Retirement with up to 6% employer match - Excellent Health, Dental, Vision insurance, including multiple plan options - Health Savings Account with generous employer contributions - Employer paid Life insurance, Short-Term and Long-Term Disability - Tuition Reimbursement from $4,000 - $7,000 per calendar year - Robust Learning and Development program that includes an annual professional development stipend Starting wage of $17.00/hr. and higher based on prior experience! Bring your customer service experience and we will give you the tools and training to achieve excellence. If you have a hunger to learn and positive energy, join us for bankers' hours with teams and leaders who want you to be your personal and professional best. Responsibilities: - Builds and maintains professional relationships with members and colleagues, leveraging interpersonal skills to achieve mutually beneficial outcomes. - As the first point of contact for our members, provide best in class service and make informed recommendations to help our members achieve their financial goals. - Promptly and accurately assists members at the counter, drive-up, phone or via mail correspondence with all types of financial transactions, including troubleshooting as necessary, while keeping information in the strictest confidence. - Educate our members about opportunities to enhance their financial landscape, while promoting Connexus products, services or policies. - Complete member transactions accurately and efficiently, adhering to department, organizational and federal guidelines and procedures. - Operate and balance cash drawer daily with minimal balancing errors. - Monitor and respond as needed in chat queues in order to achieve interdepartmental synergy and provide members with a seamless experience, regardless of their contact channel. - Protect member and credit union assets through risk mitigation, fraud prevention and confidentiality. - Achieve individual performance goals as assigned and positively contribute to branch goal attainment. - Take initiative for your personal development and stay informed of all credit union products, services and procedures. Position Requirements: - Demonstrated knowledge of basic math skills and cash handling experience to count cash and balance cash drawer accurately and proficiently is Required. - 1+ years of work experience in a sales, retail or customer service environment with demonstrated success in achieving established goals is preferred. - Follows established routines under close supervision. - Uses normal courtesy and workplace professionalism. Interacts with co-workers and members. Demonstrates behaviors that support our values and culture. - Evidence of excellent verbal communication skills along with an outgoing personality that demonstrates a positive, friendly and energetic attitude. - Ability to be entrusted with the handling of confidential and personal matters and to remain calm under pressure. - Demonstrated ability to be a team player, with willingness to work in a fast-paced, flexible environment. Connexus Credit Union's Employer Recognitions: - 2026 Best Place to Work in IT, Computer World Equal Opportunity Employer/Disabled/Veterans/41 CFR 60–1.4, 41 CFR 60-1.35

Role Description The Electronic Funds team is behind the money movement of Connexus Credit Union. Through ACH (Automated Clearing House), Wires, and internal transfer option requests, we can move your money for payments, deposits, and withdrawals. Bring your administrative or back office experience and we will provide the tools and training to achieve excellence. If you have an eagerness to learn and foster positive energy, join us for bankers' hours with teams and leaders who want you to be your personal and professional best. - Responsible for upholding Universal Service level standards to maintain a level of service excellence for Connexus members and internal partner teams. - Complete assigned monthly procedure reviews to ensure procedures are correct and following Federal guidelines and regulations. - Comply with all Federal regulations as they pertain to your job duties including but not limited to BSA, Nacha Operating Rules, Regulation CC, Regulation E, UCC3 and UCC4. - Receive and accurately process incoming transactional mail for members and Connexus owned accounts, including further research as necessary. - Process received return check deposits and loan payments, sending prompt return notification to members. - Review and decision lockbox exception checks and correspondence document files. - Work research requests for transactional mail and lockbox situations. - Assist in ordering, maintaining, and troubleshooting Instant issue debit/ATM cards. - Review and decision mobile deposit check images, including further research as necessary. - Place check holds, create and send hold notifications via digital banking message center, while complying with Reg CC. - Processes the following: Check clearing file for member written checks and complete the required follow-up work. Numerous files for posting loan payments and refunds of ancillary products via the different channels we offer members. Member check stops and Corporate check stops. Check adjustment requests both for members and internally. - Monitor and maintain payments processed through our third-party vendor, including further research as necessary. Qualifications - 1+ years of related experience is Required. - Requires proficient skills to use Microsoft Suite applications, and ability to adapt to job-specific technologies. - Previous work experience demonstrating accuracy and attention to detail. - Ability to analyze job functions and identify potential efficiencies. - Evidence of good organization skills, and the ability to prioritize to meet deadlines with minimal supervision. - Demonstrated ability to be a team player, with willingness to work in a fast-paced environment. Benefits - 20 days of paid time off and 10 paid holidays - 16 hours of paid Volunteer Time Off - 401K Retirement with up to 6% employer match - Excellent Health, Dental, Vision insurance, including multiple plan options - Health Savings Account with generous employer contributions - Employer paid Life insurance, Short-Term and Long-Term Disability - Tuition Reimbursement from $4,000 - $7,000 per calendar year - Robust Learning and Development program that includes an annual professional development stipend Company Description Serving members across all 50 states, Connexus Credit Union is a member-focused cooperative that is proud to return profits to member-owners through high yields for checking accounts and deposit products, as well as competitive rates on our loans. We are a remote first employer with the majority of our employees residing in the upper Midwest. As an employer we foster collaboration and high performance to achieve excellence. We holistically care for and develop our employees to thrive personally and professionally. We are proud to share our success with our employees and those we serve.

Connexus Credit Union - Who We Are: Serving members across all 50 states, Connexus Credit Union is a member-focused cooperative that is proud to return profits to member-owners through high yields for checking accounts and deposit products, as well as competitive rates on our loans. We are a remote first employer with the majority of our employees residing in the upper Midwest. As an employer we foster collaboration and high performance to achieve excellence. We holistically care for and develop our employees to thrive personally and professionally. We are proud to share our success with our employees and those we serve. Connexus offers an Amazing Benefits package: - 20 days of paid time off and 10 paid holidays - 16 hours of paid Volunteer Time Off - 401K Retirement with up to 6% employer match - Excellent Health, Dental, Vision insurance, including multiple plan options - Health Savings Account with generous employer contributions - Employer paid Life insurance, Short-Term and Long-Term Disability - Tuition Reimbursement from $4,000 - $7,000 per calendar year - Robust Learning and Development program that includes an annual professional development stipend Starting wage of $16.50/hr. and higher based on prior experience! Bring your customer service experience and we will give you the tools and training to achieve excellence. If you have a hunger to learn and positive energy, join us for bankers' hours with teams and leaders who want you to be your personal and professional best. Responsibilities: - Builds and maintains professional relationships with members and colleagues, leveraging interpersonal skills to achieve mutually beneficial outcomes. - As the first point of contact for our members, provide best in class service and make informed recommendations to help our members achieve their financial goals. - Promptly and accurately assists members at the counter, drive-up, phone or via mail correspondence with all types of financial transactions, including troubleshooting as necessary, while keeping information in the strictest confidence. - Educate our members about opportunities to enhance their financial landscape, while promoting Connexus products, services or policies. - Complete member transactions accurately and efficiently, adhering to department, organizational and federal guidelines and procedures. - Operate and balance cash drawer daily with minimal balancing errors. - Monitor and respond as needed in chat queues in order to achieve interdepartmental synergy and provide members with a seamless experience, regardless of their contact channel. - Protect member and credit union assets through risk mitigation, fraud prevention and confidentiality. - Achieve individual performance goals as assigned and positively contribute to branch goal attainment. - Take initiative for your personal development and stay informed of all credit union products, services and procedures. Position Requirements: - Demonstrated knowledge of basic math skills and cash handling experience to count cash and balance cash drawer accurately and proficiently is Required. - 1+ years of work experience in a sales, retail or customer service environment with demonstrated success in achieving established goals is preferred. - Follows established routines under close supervision. - Uses normal courtesy and workplace professionalism. Interacts with co-workers and members. Demonstrates behaviors that support our values and culture. - Evidence of excellent verbal communication skills along with an outgoing personality that demonstrates a positive, friendly and energetic attitude. - Ability to be entrusted with the handling of confidential and personal matters and to remain calm under pressure. - Demonstrated ability to be a team player, with willingness to work in a fast-paced, flexible environment. Connexus Credit Union's Employer Recognitions: - 2026 Best Place to Work in IT, Computer World Equal Opportunity Employer/Disabled/Veterans/41 CFR 60–1.4, 41 CFR 60-1.35

• Support administration of health and welfare benefit programs, including vendor coordination and issue resolution. • Maintain and execute required benefits compliance and reporting activities (e.g., CMS reporting, CAA reporting, PCORI fees, nondiscrimination testing). • Establish, manage, and continuously improve ACA processes, including eligibility tracking, measurement periods, reporting, and audit readiness. • Assist with annual benefits renewal processes including data gathering, analysis, and implementation support. • Partner with vendors and internal stakeholders to ensure accurate and timely benefit administration. • Support administration of retirement plans including 401(k) and 457(b). • Coordinate plan documentation, payroll processing, and employee transactions such as rollovers and distributions. • Support 401(k) compliance activities including census preparation, audit support, and Form 5500 reporting. • Manage vendor coordination including access, file feeds, and issue resolution. • Maintain and support benefits and compensation configuration within Workday, including eligibility rules, plan setup, and business processes. • Support Workday releases through testing, validation, and production readiness. • Monitor and support vendor integrations to ensure accurate data flow between systems. • Assist in identifying opportunities to improve system efficiency, automation, and data accuracy. • Support benefits-related payroll processes including billing reconciliation, arrears tracking, and deduction accuracy. • Perform audits related to benefits deductions, HSA limits, retirement plan limits, and payroll integrations. • Assist in managing benefit earnings and deduction code setup and maintenance. • Support open enrollment configuration and validation within Workday. • Assist with job evaluations, compensation data updates, and benchmarking support. • Support compensation processes such as merit planning, market adjustments, and incentive administration. • Maintain data integrity within compensation systems including PayScale and Workday. • Assist with reporting and analysis to support compensation decisions and workforce planning. • Produce standard and ad hoc reports related to compensation and benefits programs. • Support audits and compliance reviews through accurate data reporting and documentation. • Identify trends, discrepancies, and opportunities for process improvement through data analysis. • Provide support to employees and leaders regarding compensation and benefits programs. • Assist in resolving inquiries related to benefits, payroll deductions, and compensation processes. • Contribute to a positive employee experience through accurate, timely, and clear administration of total rewards programs.

• Analyze delinquency, charge-offs, loss trends and concentration across lending portfolios including detailed review based on collateral type, geography, product, and borrower characteristics. • Monitor portfolio performance against risk appetite, forecasts, and budget. • Identify and escalate emerging risk trends/signals and behavioral shifts in delinquency, charge-offs, concentrations, underwriting standards, policy exceptions and overall loan portfolio performance to ensure the health of Connexus lending portfolios. • Conduct quantitative and qualitative analysis to support risk-related decision-making processes including new lending programs. • Develop and maintain wholistic risk dashboards, heatmaps, early warning indicator (EWI) metrics and reoccurring performance reports that provide clear, timely, and actionable insights across all Connexus lending portfolios. • Translate data into clear, actionable insights including recommendations for action to Enterprise Risk or Credit Risk leadership. • Support business unit partners and management with ad hoc reports as needed. • Support executive and board level reporting requests on recoveries, risk exposure and trends as needed. • Develop proactive analysis and modeling including stress tests, static pool analysis, scenario analysis and drill down reporting to identify emerging risks within Connexus loan portfolios. • Model impact of strategy changes, policy shifts, or economic conditions on Connexus loan portfolios. • Partner with Finance on budget planning and variance analysis. • Ensure reporting accuracy and data integrity across systems. • Support audits, exams, and model validation requests as needed. • Maintain documentation for assumptions, methodologies, and metrics. • Manage and maintain the loan analytics platform (nCino), including data integrity and system optimization. • Ensure compliance with company policies, procedures, and regulatory requirements related to risk management. • Assist in maintaining and updating risk management and lending policies, procedures and job aides ensuring alignment with industry best practices and organizational objectives. • Assist VP of ERM with facilitation of the Enterprise/Credit Risk Committee meetings, including agenda preparation, reporting, and documentation. • Partner with first line of defense business partners including Collections/Recovery, Institutional, Direct and Indirect Lending, Loan Operations, Vendor Management, Compliance, Finance, Data, and IT to ensure continuity and accuracy of reporting and analysis. • Support evaluation, maintenance, and development of third-party vendor relationships. • Contribute to test-and-learn initiatives and continuous improvement efforts.