Director, Project & Process Excellence
Altura Credit Union, Riverside, CA, United States
Summary
The Director of Project & Process Management is the architect of Altura’s operational maturity. This role integrates the discipline of the Project Management Office (PMO) with the methodology of Business Process Excellence (BPE). The primary mission is to ensure that the enterprise project portfolio is directly fueled by process improvement opportunities. By managing the intersection of "how we work" and "what we build," this leader ensures that every project delivers measurable gains in efficiency, quality, and member value.
- Manage the project intake funnel. Ensure every project request is vetted against the BPE framework to identify underlying process defects before technical execution begins.
- Direct the BPE workstream in maintaining the Core Process Inventory. Establish Lean/Six Sigma as the standard for identifying waste and designing "To-Be" states.
- Oversee the PMO workstream to ensure projects stay on schedule and budget. Standardize project reporting, risk mitigation, and resource allocation across the portfolio.
- Ensures that all project charters include process mapping and baseline efficiency metrics. Manages the enterprise improvement workflow – synthesizing optimization and automation requirements for Software Development and Data Analytics.
- Conduct post-implementation reviews to verify that project outcomes actually resulted in the intended process improvements (FTE savings, error reduction, or speed).
The Director of Project & Process Management is the architect of Altura’s operational maturity. This role integrates the discipline of the Project Management Office (PMO) with the methodology of Business Process Excellence (BPE). The primary mission is to ensure that the enterprise project portfolio is directly fueled by process improvement opportunities. By managing the intersection of "how we work" and "what we build," this leader ensures that every project delivers measurable gains in efficiency, quality, and member value.
Essential Duties And Responsibilities
- Manage the project intake funnel. Ensure every project request is vetted against the BPE framework to identify underlying process defects before technical execution begins.
- Direct the BPE workstream in maintaining the Core Process Inventory. Establish Lean/Six Sigma as the standard for identifying waste and designing "To-Be" states.
- Oversee the PMO workstream to ensure projects stay on schedule and budget. Standardize project reporting, risk mitigation, and resource allocation across the portfolio.
- Ensures that all project charters include process mapping and baseline efficiency metrics. Manages the enterprise improvement workflow – synthesizing optimization and automation requirements for Software Development and Data Analytics.
- Conduct post-implementation reviews to verify that project outcomes actually resulted in the intended process improvements (FTE savings, error reduction, or speed).
Oversee the direction and general operation of Altura's Project and Process Management team by directing the performance of the project management and business process excellence value streams. Directs, manages and improves cross functional value steams spawning both back office and member facing processes. Carries out supervisory responsibilities in accordance with related policies, procedures, applicable state and federal laws and the credit union’s strategic plan.
EDUCATION, EXPERIENCE And QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
- A four-year college degree in Business Administration, or related field, or the equivalent combination of education and experience, is required.
- Project Management certification (PMP) from a recognizable program/school is required.
- Lean Six Sigma Black Belt (or equivalent experience in BPI) is desired.
- Project Portfolio Management certification (PFMP) from a recognizable program/school is desired.
- Minimum of five (5) years’ experience in project management, planning and budgeting.
- Minimum three (3) to five (5) years of experience in a leadership role overseeing both operational audits/process improvement and large-scale project portfolios.
- Significant experience in the financial services sector, specifically managing the friction between legacy processes and modern digital requirements.
- Strong knowledge of tools such as Microsoft Project, Microsoft Visio and Microsoft office suite.
- Ability to look at a "project request" and identify if the true need is a technology update or a fundamental process redesign.
- Ability to see how a process change in Lending impacts the Data Analytics requirements and the Software Development timeline simultaneously.
WORK-LIFE BALANCE
- Vacation (10+ or Minimum Days)
- Sick (8 Days)
- Holidays (11 Days & 1/2 Day Christmas Eve)
- Birthday & Anniversary Day Off
- Specialized Paid Time Off (Jury Duty, Bereavement, etc.)
- Community Volunteer Events
- Social Events & Outings
- Event & Venue Discounts
- Competitive Pay
- Stakeholders
- 401k Dollar-for-Dollar Match up to 6% (after one year of service)
- Business Attire Allowance
- Annual Performance Review & Increase
- Wellness Incentive
- Tuition Reimbursement
- Awards, Recognitions & Incentives
- Free Checking & Savings Accounts
- Discounted Employee Loan Rates
- Kaiser and Cigna Medical & Prescription Plans
- Dental & Vision
- Fitness Challenges & Gym Access
- Onsite Wellness Programs
- Medical & Dependent Flex Spending Account
- Life & A&D Insurance
- Employee Assistance Program
- Pet Insurance