Internal Audit Coordinator Sr.-Hybrid - Logix Federal Credit Union

The Internal Audit (IA) Coordinator Sr. serves as a key resource in the day-to-day operations of Internal Audit by providing management with administrative and audit project support. Coordinates internal and external audits, including facilitating documentation requests, scheduling meetings between respective business unit owners and auditors/examiners, and maintaining and tracking schedules for the IA project plan. Responsible for assignments that are sensitive in nature and require sophisticated interaction with high-level contacts, both internally and externally. Responsible for maintaining the availability, functionality, and user acceptance of the audit management system. Serves as a central point of contact and liaisons with other departments and groups.

• Provides project support in the execution of the approved annual audit plan, including reviewing audit requests and identifying responsible business units, drafting email communication, coordinating auditing schedule for all audit requests/projects from regulatory agencies, external auditors, and IA consultants.        
• Ensures outsourced internal audits on the annual audit plan are completed in a quality and timely manner.
• Schedules meetings as needed and reviews audit inquiries and facilitates requests for documentation with the corresponding departments to ensure a timely delivery to regulatory agencies, external auditors and IA consultants is appropriate.
• Interacts and communicates with members of the functional team, management and external vendors and handles confidential information.
• Tracks and follows up with corresponding internal departments and auditors; assists in evaluating the sufficiency of documentation/responses; ensures corrective action has been taken in response to audit findings/recommendations; escalates any issues for the awareness of the IA management for further actions.
• Maintains and tracks audit schedules; follows up with appropriate personnel for information relating to outstanding issues identified, and the distribution of IA correspondence.
• Proofreads emails and correspondence and demonstrates professionalism in interactions with internal and external customers including auditors/examiners.
• Ensures deadlines are met, quality work is performed, and reports are accurate and written in an understandable manner.
• Performs logistics support and coordinates with Facilities and Security as needed to ensure proper accommodation of external auditors/examiners, IA consultants and vendors.
• Builds relationships with internal customers and external vendors and obtains an understanding of priorities, projects and preferences in order to meet expectations.
• Performs or assists with internal reviews requested by the Manager, Internal Audit or Vice President of Internal Audit and BSA Officer as needed.
• Serves as the primary database administrator over the audit management system and responsible for maintaining the availability, functionality, and user acceptance of the audit management system, ensuring smooth operations and effective usage across the team.
• Draft accurate and comprehensive minutes from meetings with Internal Audit (IA) consultants and will follow up on key action items, ensuring continuity and accountability.  
• Prepare initial draft audit reports based on IA consultant reviews and external consultant assessments, playing a key role in shaping actionable insights for the department.
• Provide essential updates to the Supervisory Committee package and other board materials on a monthly basis, ensuring that stakeholders have up-to-date, accurate information for decision-making.
• As needed, may assist in the coordination and scheduling of Audit Committee meetings, further enhancing the efficiency of audit operations.
• Assists in preparing routine and ad-hoc reports as requested by the Supervisory Committee and the Board.
• Assists in creating presentations to Credit Union management personnel, as well as, reports for respective operational meetings.
• May review and revise policies and procedures proposed by auditors and/or regulators to meet the internal and regulatory requirements.
• Coordinates with IA department team leads to schedule team meetings, department outings and events.
• Maintains sufficient knowledge of the Credit Union’s operations, applicable laws, financial services, and regulatory trends that impact the Credit Union.

Education

• Min/Preferred: Preferred
• Education Level: 4 Year / Bachelors Degree     
• Description: Bachelors’ Degree from a four-year college or university preferred.

Experience

• Minimum Years of Experience: 5
• Preferred Years of Experience:
• Comments: At least 5 years relevant experience in audit/project management or coordination, preferably in the banking/credit union industry with systems utilized by LFCU.

Knowledge, Skills & Ability

• Basic knowledge regarding the understanding of an audit and the workflow process involved (i.e. information requests, audit programs and terminology, draft and final reports, etc.) is required.   
• Self-motivated, flexible, and able to work in a fast-paced environment, with the ability to efficiently handle multiple jobs and tasks.
• Excellent verbal and written communication skills, exceptional interpersonal and people management skills and have the demonstrated ability to interact with all levels of management particularly at the Manager and Vice President level across all functions within the company.
• Strong organizational skills and attention to detail.
• Ability to maintain strict confidentiality.
• Skilled in Microsoft Suite Office products to include Excel, PowerPoint and Word.

Disclaimer

Logix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law.