Lead Executive Operations Coordinator

Summary

The Executive Operations Coordinator-Lead supports the Office of the EVP at Sunward Federal Credit Union, operating with minimal supervision and significant autonomy to execute the full range of daily and weekly operational work that keeps the EVP's calendar, communications, and priorities running smoothly, within the methodology and priorities established by the Director, Business Support & Program Management. This role anticipates workload trends, independently resolves complex or non-routine logistics issues, and serves as the point of contact for other departments and leaders on day-to-day coordination with the Office of the EVP, recommending process improvements as opportunities arise. This frees the Director to focus on strategic planning, program leadership, and higher-level oversight.

Essential Functions

• Daily Prep Assembly: Independently build, quality-check, and continuously refine the daily preparation process, anticipating recurring issues and proactively adjusting as the EVP's priorities evolve.
• Meeting Prep & Logistics: Execute meeting coordination on the EVP's calendar within the scheduling methodology and priorities set by the Director, Business Support & Program Management, resolving complex or competing logistics demands and serving as the point of contact for other departments and leaders on meeting and logistics details with the Office of the EVP.
• Travel Coordination: Execute travel logistics, itineraries, and briefing materials for the EVP and the broader Office of the EVP, resolving complex or last-minute disruptions with minimal oversight, in alignment with travel priorities and parameters set by the Director, Business Support & Program Management.
• First Drafts: Produce polished first-draft decks, talking points, and planning materials for review by the Director, Business Support & Program Management, partnering directly with other departments and leaders to gather input and ensure materials reflect accurate, up-to-date information.
• Weekly Business Dashboard Support: Compile, format, and quality-check weekly business dashboard inputs from across departments, resolving gaps or inconsistencies in leader updates and recommending process improvements to the underlying collection process; final insight generation and analysis is owned by the Director, Business Support & Program Management.
• Event & Culture Support: Serve as the primary point of contact with the Marketing, Communications, and Business Development team on logistics for Amigos Townhalls, culture events, and similar activities, anticipating needs and independently resolving complex logistics issues that span multiple departments.
• Administrative & Expense Processing: Process expense reports and handle related administrative tasks for the Office of the EVP, identifying and resolving complex discrepancies and recommending process improvements, partnering with Accounting or Finance as needed.
• Scheduling & Cross-Department Coordination: Manage day-to-day calendar and scheduling coordination across the Office of the EVP with significant autonomy, serving as the point of contact for other departments and leaders seeking time with the EVP, and applying prioritization guidelines set by the Director, Business Support & Program Management to resolve competing requests.