• Engage with external stakeholders to understand changes in business needs and capture/document requirements using brainstorming, interviews, observations, document analysis, and workshops. • Work with clients to ensure project scope is balanced with desired business outcomes and overall value. • Analyse business and user needs, document requirements, and translate them into effective requirement specifications. • Formulate and define development scope and objectives based on business, stakeholder, and solution requirements. • Create detailed requirements and solution design documentation. • Build wireframes and documentation to communicate ideas and workflows. • Support the design and delivery of successful solutions — on time, within budget, and according to specifications. • Self-organise work duties and set priorities. • Perform the role of project manager for small incremental projects, overseeing time, scope, and quality management. • Manage communication between other Helm teams and the PS dev team. • Perform final QA approval as well as test plan and test case development. • Develop training programs and materials for designed solutions.

Role Description The Project Estimator will work with account managers and the design team to create cost estimates, validate design parameters and help to manage the proposal creation process. The estimator will review plans, visit the proposed site as required, and estimate the cost to procure and implement the proposed system. - Prepares work to be estimated by gathering proposals, blueprints, specifications, and related documents. - Identifies labor, material, and time requirements by studying proposals, blueprints, specifications, and related documents. - Design and develop solutions by working with CAD Designers and Sales Team. - Computes costs by analyzing labor, material, and time requirements. - Resolves discrepancies by collecting and analyzing information. - Presents prepared estimate by assembling and displaying numerical and descriptive information. - Prepares special reports by collecting, analyzing, and summarizing information and trends. - Maintains cost database by entering and backing up data. - Contributes to team effort by accomplishing related results as needed. Qualifications - BS/BA degree in Industrial Engineering, Mechanical Engineering preferred. - Minimum 5-7 years experience designing or estimating MHE technologies and storage solutions. - Experience working with cross-functional teams on large projects. - Detail oriented with superb time management. - Strong communication skills – clear and concise interpersonal verbal and written. - Computer literacy – AutoCad, Microsoft Office Products (Word, Excel, PowerPoint), Microsoft Project. - Must be able to thrive and succeed in an innovative environment, and not be hindered by ambiguity. - Able to perform high level data analysis, detailed cost tracking and reporting. - Experience with one or more of the following major conveyor manufacturers: Intelligrated, Dematic, Automotion, Hytrol, TGW. - Skills in analyzing information, estimating, planning, reporting research results, strategic planning, attention to detail, informing others, requirements analysis. Requirements - Intermittent travel to KPI client/vendor Sites (up to 10%) required as necessary. Benefits - Medical Insurance - Dental Insurance - Vision Insurance - Health Care Concierge Service - 401(k) Retirement Plan (Pre-tax & Roth) - Company paid Basic Life Insurance, Short-Term Disability & Long-Term Disability - Voluntary Life & AD&D Insurance - Voluntary Accident, Critical Illness & Hospital Indemnity Insurance - Pet Insurance - Milk Stork Program - Wellness Program with gift card redemption and wellness challenges - Paid Time Off (Vacation, Sick & 10 Holidays) - Training & Development

TITLE: BUSINESS SYSTEMS ANALYST I STATUS: EXEMPT DEPARTMENT: IT - EP LENDING DATE: 4/2022 REPORTS TO: MGR - ENTERPRISE CORES AND APPLICATIONS JOB CODE: 11137 PAY GRADE: 17S PAY SCALE: $75,500.00 - $82,000.00 ANNUALLY GENERAL DESCRIPTION: The Business Systems Analyst I role is responsible for engaging with various business units to translate business needs into quality software solutions and assists in the design, development, and implementation of identified solutions following Agile Software development practices. This also includes the operational support for all managed enterprise-wide software solutions. In partnership with the software vendors and business units, the analyst will work to maximize opportunities to use technology to improve products, services, and/or business processes. A solid understanding of the Credit Union’s enterprise-wide software solutions is required. TASKS, DUTIES, FUNCTIONS: - Oversees all aspects of the Software Development Lifecycle for enterprise-wide software solutions by reviewing, analyzing, and creating detailed documentation of business unit needs, including workflow, program functions, and steps required to implement technical business processes. - Drives efficient and effective joint business/IT requirements and solution discussions in addition to stakeholder review meetings. - Provide high-quality analytical system solutions for key stakeholders. - Identifies software functional gaps and opportunities of improvement. - Collaborates with product owners to create product backlog by using Agile practices. - Creates user stories with relevant acceptance criteria. - Participates with the implementation of projects as technical subject matter expert from beginning to completion. - Delivery Focus: - - 80% Project support - 20% Department process improvement - Participate in scrum events such as daily scrums, sprint planning, backlog refinement, sprint retrospective and reviews. - Supports Agile practices and encourages the improvement of service. - Designs, creates, and documents process flows, technical requirements list, specifications, diagrams, scenarios, mockups, and/or models for the development team using Visio, MS Word, Excel, PDF, SharePoint, and other like tools. - Provide Tier 2 application support to uphold day-to-day business line operations, including the resolution of all internal tickets to a timely and successful resolution for all Enterprise-wide managed software solutions. - Operations Focus: - - 80% Tickets and operational support requests - 20% Manage and support software upgrades - Troubleshoots issues, assists in triage, and assesses risk and serves as escalation points for incident management. - Manage administrative functions such as, but not limited to customizations of forms, fields, reports and create saved searches, dashboards, workflows, role-based access management and reporting support. - Effectively work to resolve business line application requests or reported issues through effective listening skills, positive action, information gathering and/or ticket escalation. - Keep application users regularly informed on progress and resolution for all application issues reported and in alignment with internal service level agreements using clear communication. - Collaborate and coordinate with third-party service providers or other internal technical teams to address software needs-based solutions and production issues with implemented resolutions and consistent follow-up. - Establish and maintain strong working relationships with business line, other internal technical teams, and third-party service providers needed to improve Enterprise-wide software solutions. - Participate in on-call support for critical response to after hour application impairments or major outages as needed. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: - Strong oral and written communication skills required to interact or complete technical analysis with Credit Union staff, management, or vendor partners. - Strong adaption skills contributing to an environment that promotes and enables change to facilitate improved ways of working. - Understanding of Agile based development practices. - Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, printer, facsimile machine, and telephone. - Makes sound decisions in the absence of detailed instructions. - Ability to multitask, work under pressure and tight deadlines; may be required to work extended hours to complete tasks or respond to system production issues. - Proven ability to develop, document and maintain operational policies and procedures, including the designing and documenting detailed technical process flows, and the development of operational performance and quality metric standards and reports. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: - INTERNAL: All Credit Union Staff - EXTERNAL: Vendors, suppliers, government agencies, other industry associations and peers at other financial institutions. QUALIFICATIONS: - EDUCATION: Minimum two-year degree in Information Technology, Project Management or Business Administration required, or 2 years of experience. Bachelor’s degree in Business Administration, Accounting, Information Technology, Engineering, Management, or related field preferred with 2+ years of experience. Equivalent work experience may be considered in lieu of a 2-year degree. Agile certifications preferred. - EXPERIENCE: Four years or more experience in financial or health services, including technical business analysis, product development and process improvement. Experience working in an Agile environment or Azure eco system (DevOps) strongly desired. - KNOWLEDGE/SKILLS: - Knowledge of commonly used financial industry concepts, practices, and guidelines. - Knowledge of existing Credit Union products, services and overall operational guidelines, especially as it relates to various delivery channels. - Excellent oral communication, presentation and technical writing skills. - Strong research, technical analysis, planning and organizational skills. - Ability to use logical reasoning when interpreting facts. - Experience with medium to large enterprise software systems, as well as the ability to learn new systems quickly. - Ability to analyze and document complex technical business processes. - Ability to make observations, examinations, evaluations and recommendations. - Ability to execute projects and direct team members to implement system upgrades and enhancements. - Strong PC skills. PHYSICAL REQUIREMENTS: - Carry and respond to a cell phone 7 days a week. May need to diagnose problems from home, occasionally may need to travel to site to correct problem either by car or public conveyance. - 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. - Ability to lift 20 lbs. as may be required. - Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. - Occasional travel may be required locally, statewide, and throughout the United States to attend seminars and vendor group meetings. Overnight travel and evening schedules included. - Occasionally required to change work hours or work long hours including working on weekends to accomplish tasks. LICENSES/CERTIFICATIONS: None #LI-Remote THIS JOB DESCRIPTION PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE’S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION’S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 10/24/2025

• Engage with cross-functional stakeholders in Product, Strategy, and Operations. • Analyze shifts in network trends to identify growth opportunities. • Translate complex findings into clear, compelling stories to non-technical stakeholders. • Work alongside Data and Product teams to maintain accurate, scalable data solutions. • Proactively seek out ways to leverage AI to streamline analytical workstreams. • Document findings to build the team’s collective knowledge base and mentor junior team members.