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Job Summary:
UW Credit Union is dedicated to delivering exceptional member experiences while driving operational excellence. The Deposit Operations Project Coordinator plays a critical role in enhancing deposit products and services through project coordination and cross-departmental collaboration, ensuring timely and accurate completion of deliverables.
Responsibilities:
• Coordinate and monitor tasks, timelines, and requirements for system releases and departmental processes such as escheatment, tax reporting, and audit item remediation.
• Serve as the liaison between Membership Services and the Enterprise Project Management Office for enterprise-level initiatives.
• Manage the project tracking system, overseeing intake, prioritization, risk/resource assessments, and progress updates.
• Lead departmental participation in high-impact projects (e.g., core conversion), ensuring objectives are met and deadlines are achieved.
• Develop and implement change management and communication plans for internal teams and business partners.
• Identify and escalate risks, develop mitigation strategies, and ensure clear progress reporting to leadership.
• Partner with subject matter experts to ensure deliverables meet quality and compliance standards.
• Facilitate problem-solving for complex issues, coordinating with internal teams and external vendors.
• Gather, document, and validate use cases, business requirements, and system needs for new initiatives.
• Support cross-functional project efforts outside of day-to-day operational work.
• Administer assigned business systems, ensuring changes are thoroughly tested prior to implementation.
• Drive process improvement initiatives to streamline workflows, reduce risk, and improve member experiences.
• Partner with stakeholders to identify opportunities for automation and enhanced efficiency.
• Stay informed on industry trends, integrating best practices into departmental processes.
• Continuously develop project coordination, technical, and leadership skills.
• Serve as a mentor and positive role model, supporting onboarding and training for new team members.
• Actively engage in UW Credit Union’s DEI initiatives and embrace change to achieve organizational goals.
Qualifications:
Required:
• Associate’s degree in business or related field, or equivalent relevant work experience
• 4–5 years of project coordination experience
• 4–5 years of cross-functional work experience
• 2–3 years of system management experience
• Strong analytical, problem-solving, and organizational skills
• Ability to prioritize multiple projects in a fast-paced environment
• Excellent communication and presentation skills, both verbal and written
• Skilled at building relationships and collaborating across departments
• Proficient in Microsoft Office Suite
Preferred:
• Experience in a financial institution
• Experience with project tracking tools
• Knowledge of change management principles and project lifecycle best practices
• Experience in deposit operations or financial services strongly preferred
Company:
UW Credit Union is a provider of a full range of consumer financial services. Founded in 1931, the company is headquartered in Madison, Wisconsin, USA, with a team of 501-1000 employees. The company is currently Late Stage.
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