• Validate source-to-target data for accuracy, completeness, and consistency • Execute standardized Good / Better / Best validation checklists • Identify data quality issues, discrepancies, and potential risks; escalate findings early • Correct data issues under SME guidance (no independent migration or transformation decisions) • Perform peer reviews of other analysts’ validation work to ensure quality and consistency • Document validation findings, exceptions, and resolutions clearly and thoroughly • Adhere to established validation processes, controls, and delivery timelines

• Support daily liquidity management, investment operations, and asset liability management for the credit union • Prepare ALM reporting, maintain collateral and funding sources, and administer investment settlements, safekeeping, and related accounting activities • Provide analysis and reporting to help leadership make sound balance sheet and risk management decisions • Monitor daily cash positions and short-term liquidity requirements • Analyze cash flow forecasts and recommend optimal liquidity strategies • Ensure sufficient funding availability to support operations, lending activities, and strategic initiatives • Execute and monitor investment transactions within board-approved policies • Coordinate investment settlements, safekeeping instructions, and custodial functions • Manage existing borrowing facilities and evaluate alternative funding sources • Prepare quarterly ALM file inputs, validate data sources, and reconcile key assumptions prior to model runs • Ensure compliance with internal policies, regulatory requirements, and NCUA guidance

• Evaluate and determine appropriate draw disbursement on all holdback construction loans by collecting, reviewing and analyzing the related construction documentation and inspection photos. • Ensure compliance with loan documents, credit policy, and applicable state and federal laws. • Coordinate and maintain communications with all parties involved in the draw process including borrowers, contractors, account managers, third party inspectors, and brokers. • Process the draw disbursements in a high quality and timely manner that aligns with our policies and procedures. • Coordinate with other departments to resolve loan violations, payment delinquencies, and wire transfer issues.

• Lead position in analyzing clinical, business and/or technical processes and problems and formulating and developing recommendations for new and modified systems that meet client and/or internal project requirements. • Provides more advanced technical expertise than that of an Application Analyst in identifying, evaluating and developing systems and procedures that are cost effective and meet user requirements. • Gathers and works with departments to prioritize development initiatives and activities. • Provides analysis of workflow, recommends solutions, and implements application solutions to meet departmental needs. • Translates departmental requests into business functional requirements. • Performs financial analysis/business plan/impact assessment. • Supports internal customers in such functional areas including, but not limited to, nursing, ancillary departments, Physician practice, patient accounting, medical records, finance, human resources, purchasing, sales, and contracts. • Ability to perform a variety of complicated tasks and may lead and direct the work of others. • Manages system upgrades and large projects. • Responsible for oversight of assigned Epic modules, workflows and system configuration. • Mentors Associate and Mid-level I/S Analysts in their roles and supervises work efforts as directed.