Audit Administrator

Role:The Audit Administrator is the central liaison for all audit-related activities, ensuring audits are conducted methodically and efficiently. This role provides administrative support to the Compliance Manager and Chief Financial Officer, assisting with a variety of tasks to maintain compliance and operational integrity.

Essential Functions & Responsibilities:

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• 40%: Manage and coordinate all aspects of audit administration, ensuring scheduling, oversight of request for proposal (RFP) processes, and efficient handling of essential documentation. Responsibilities include collecting, uploading, and securely maintaining records, ensuring compliance with regulatory and organizational standards.
• 25%: Assist in branch audits by gathering, organizing, and maintaining documentation.
• 20%: Act as the main liaison for audits, facilitating communication between internal teams and external auditors.
• 10%: Maintain exception report tracer with completed audits and remediation.
• 5%: Performs other job-related duties as assigned.

Performance Measurements:

Must comply with government and other regulations affecting the credit union industry including, but not limited to, OFAC and the Bank Secrecy Act.

Meets or exceeds performance expectations as described in Essential Functions and Responsibilities.

Please refer to Annual Performance Goal document for remaining Performance Measurements.

Knowledge and Skills:

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• Experience: One year to three years of similar or related experience.
• Education: (1) A high school diploma or equivalent; or (2) a two-year college degree in business, accounting, finance or a related field; or (3) completion of specialized certification or licensing program; or (4) job-specific skills acquired through an apprenticeship program.
• Interpersonal Skills: Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
• Other Skills: This position requires exceptional organizational skills and the ability to prioritize, plan, and execute tasks efficiently in a fast-paced environment. Strong time management is essential, as the role demands meeting strict deadlines, multitasking effectively, and prioritizing workload. A keen attention to detail and analytical thinking are critical, ensuring the ability to review data, recognize inconsistencies, and maintain accuracy in reporting. Integrity is a core expectation, with a strong moral compass and a commitment to upholding company policies, regulatory compliance, and ethical standards.

Knowledge of standard office operations, procedures, and best practices is required, along with proficiency in operating essential office equipment such as computers, keyboards, calculators, fax machines, scanners, copiers, and telephones. Additionally, the role demands advanced proficiency in Microsoft Word and Excel to support efficient data management, reporting, and communication.

Physical Requirements:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle controls; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, or kneel. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.

Work Environment:Work is performed indoors in an office environment with normal potential for exposure to safety and health hazards. May periodically travel to other, similar sites. The noise level in the work environment is usually moderate.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.