Senior Credit Union Operations Transformation Lead (Remote)

Simple Solutions; Jacksonville (FL); Remote; USD 110,000 - 131,000; Full time

Job summary

Simple Solutions in Jacksonville, FL is seeking a Principal Lead for Operations Transformation to design and implement a future-state operating model for a multi-credit-union shared-services organization. The role requires 15+ years in business transformation and credit-union experience, with travel across the US.

The candidate will lead current-state discovery, KPI baselining, and future-state design for Deposit Operations, leveraging automation, AI, and workflow orchestration while ensuring

Qualifications

• 7+ years of progressively responsible business analysis or process transformation experience.
• Experience within credit unions, retail banking, or other regulated financial services.
• Ability to lead requirements gathering and workshops with business and technical stakeholders.
• Knowledge of current- and future-state process maps, rules, and traceability.
• Experience supporting workflow automation, AI, RPA, or digital process redesign.
• Ability to quantify opportunities and present measurable benefits.

Responsibilities

• Lead structured discovery sessions with SMEs to map current processes.
• Document end-to-end current-state processes with maps and rules.
• Identify bottlenecks, gaps, and automation opportunities.
• Develop business and functional requirements and user stories.
• Partner with architects, developers, and security teams on solutions.
• Support governance, testing, and change-management activities.

Skills

Analytical thinking

Facilitation & workshops

Executive communication

Business process transformation

Requirements gathering

Agile delivery

Job description

Simple Solutions in Jacksonville, FL is seeking a Principal Lead for Operations Transformation to design and implement a future-state operating model for a multi-credit-union shared-services organization. The role requires 15+ years in business transformation and credit-union experience, with travel across the US.

The candidate will lead current-state discovery, KPI baselining, and future-state design for Deposit Operations, leveraging automation, AI, and workflow orchestration while ensuring