PenFed Credit Union is hiring a Vice President, Enterprise Document Management in San Antonio, Texas. The primary purpose of this role is to design and lead PenFed?s Enterprise Document Management Center of Excellence strategies, platforms, partnerships, business architecture, daily operations and long range planning all with the purpose of exceeding the member experience and business growth demands of today and tomorrow. This position will be charged with centralizing and modernizing all aspects of print, mail, forms; along with physical and digital document management services.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned.
Establish and manage all aspects of end-to-end Enterprise Document Management across all products and services; including but not limited to on-premises and as-a-service platform and processes, business operations, strategic design leadership, partner leadership, program delivery management, first line of defense controls and new business development.
Lead and develop the Document Management staff focused on delivering operational excellence on a daily basis.
Identify end-to-end opportunities that will through innovation and partnerships deliver significant operational and expense efficiencies while improving the employee and member experience.
Develop and execute on strategies and implement programs that will significantly increase operational efficiencies, reduce operational expenses that lead to product and member loyalty.
Optimize member experience journeys in direct collaboration with Lines of Business and Product leads to deliver critical documents in least expensive way with best in class experience.
Successfully manage, develop and execute - highly visible, innovative, complex, critical and strategic products/programs to include business / system transformations and leveraging third-party partners to effectively and efficiently scale operations to support key business partners and strategic initiatives.
Develop, refine, and execute plans to ensure all regulatory and compliance requirements associated with Managed & Output Services are met without exception. Oversee and directly engage all regulatory and compliance requirements, exams, policy and procedures.
Lead short and long range planning and forecasting process and achievement to include overall strategy, short and long-term operational plans, and ongoing reporting / forecasting of execution to plans.
Directly lead all third party relationships and overall risk management.
Manage and deliver all performance reporting and business insight leadership updates.
Lead infrastructure member-centered design solution roadmaps partnering with IT and other critical stakeholders.
Create a best in class work environment delivering clear goals, career paths and development.
*This role is responsible for ensuring business continuity.*
Education and Experience
Equivalent combination of education and experience is considered.
Master?s Degree in Business or related field required.
Minimum of fifteen (15) years of direct experience in financial services (customer facing and back office operations), including Document Management processes, partnership and overall business strategies is required.
Minimum of five (5) years? in a Director role.
Direct experience with critical print, mail, digital document platforms processes, business architecture and schemes is required.
This position will supervise employees.
Licenses and Certifications
Scaled Agile Framework (SAFE) Certification
Project Management Professional Certifications
While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.
*Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.*
Ability to travel to various worksites and be on-call may be required.
Established in 1935, PenFed today is one of the country?s strongest and most stable financial institutions with over 1.8 million members and over $25 billion in assets. We serve members in all 50 states and the District of Columbia, as well as in Guam, Puerto Rico, Okinawa, and Portugal. We are federally insured by NCUA and we are an Equal Housing Lender. We are available to members worldwide, via the web, seven days a week, twenty-four hours a day.
Our mission isn?t simply to help our members get by. We exist to help them realize every ounce of their potential. We exist to educate, and to encourage. We exist to usher their dreams into the land of reality.
We provide our employees with a lucrative benefits package including robust medical, dental and vision plan options, plenty of paid time off, 401k with employer match, on-site fitness facilities at our larger locations, and more.
Equal Employment Opportunity
PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same.
PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at 571-495-7921.
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