Overview

Responsible for coordinating and directing new construction projects in accordance with Credit

Union policies and procedures. Responsible for any credit union project that involves a general contractor or when difficulty necessitates. Develops internal project budgets which include funding requests, demographics, Performa, and initial concept design of a new branch. Creates and maintains internal scheduling of activities where multiple departments are involved. Organizes, attends and conducts on site meetings with vendors, managements, branch personnel, and core departments. Obtains external cost projections from vendors and contractors and ensures that operations are completed within budget constraints. Oversees project planning, scheduling, and operations, and maintains complete and accurate support documentation in project files. Oversees the selection of decor, color, and finish package selections, and conducts purchasing functions for furniture, decor, and interior finish items. Establishes and maintains positive relations with vendors, suppliers, and coordinates all internal project tasks to be completed by various departments. Reviews accounts payable items for accuracy and proper allocation to the GL accounts, forwards billing documents to Accounting, and completes final project cost reconciliation.

Responsibilities

1. Responsible for effective and efficient development, scheduling, budgeting, and

completion of construction project operations.

a. Will be the lead between the Credit Union management, branch, department personnel, architects, engineers, contractors, municipalities, and utilities. Collaborates with management, design, and planning teams to provide direction to the architects, engineers or consultants on

specifications, space requirements, and other relevant information during the building and planning phase throughout the completion phase.

b. Is responsible to manage and update internal multi-million-dollar projects, schedules, and their respective budgets. Arranges and confirms critical path equipment, services, purchases with related departments, schedules and coordinates staffing delivery installments.

c. Makes advisements on architects, contractors, and equipment selection in addition, to material purchases.

d. Visits job sites in various states, on a regular basis to assist with or resolve construction issues.

e. Ensures efficient and well coordinated operations. Holds pre-job, post-job, and periodic

project task coordination meetings with all internal operational personnel. Participates in

periodic planning and review meetings with the Sr. Vice President of Operations, Regional Vice Presidents, architects, and contractors to review costs, schedules, and contracts, and to discuss suggestions for improved operations.

f. Ensures quality control during all planning and construction phases.

2. Responsible for ensuring effective cost controls during all project phases.

a. Researches, analyzes, and oversees vendors and contractors to ensure that supplies,

equipment, and services are of acceptable quality, competitively priced, and delivered in a

timely manner.

b. Prepares and analyzes bids. Obtains project requisitions, performs product/service analyses

and selection and prepares and submits purchase orders. Manages the acquisitions of office

furniture and decor.

c. Ensures that procurement functions are in accordance with established project budgets, legal and policy standards. Audits project records and documents for accuracy and completeness. Prepares and reviews bi-weekly status reports.

d. Reviews assigned project invoices for accuracy, GL allocation, and compliance with contract terms. Confirms tax-exemption laws procedures are followed.

e. Ensures all purchasing functions are completed in accordance with established laws, policies,

procedures and systems.

f. Maintains project drawings, documents, redlines, as-builts both on all document systems.

g. Maintains and controls budgets.

3. Responsible for establishing and maintaining effective business relations with vendors, contractors, suppliers, and external trade contacts.

a. Represents the Credit Union in contract, procurement and, planning transactions.

b. Maintains long-term productive relationships with suppliers, vendors, and external project

contacts.

c. Maintains and projects the Credit Union's professional reputation.

d. Obtains and conveys information to construction supervisors as needed.

e. Conducts meetings to ensure that all support contacts are well-informed

and up-to-date on project developments and requirements.

f. Attends trade association, training or educational meetings as assigned.

4. Responsible for establishing and maintaining effective communication and

coordination with Credit Union personnel and Management.

a. Provides leadership through effective goal setting, delegation, and communication.

b. Directs, schedules, and coordinates personnel. Aids associate team support as needed.

c. Assists and supports Branches and departments as assigned.

d. Attends and participates in meetings and committees as assigned.

5. Responsible for related duties as required or assigned.

a. Keeps work area clean, organized and maintained

b. Attends meetings as needed.

c. Completes the Vendor Management process on all vendors.

Qualifications

Training/Education/Certification:

· Minimum High school graduate or equivalent.

· Computer application, spreadsheets, word documents, email, and scheduling.

· Drivers’ license and a good driving record required.

· Industry related training or certifications are highly desired.

Required Knowledge:

· Understanding of contract law, bid processes, procurement, and mitigating liabilities.

· Familiarity with construction processes, equipment, services, and supplier sources.

· Knowledge of operations, facilities, building codes, and purchasing mechanisms.

· General knowledge of architectural, electrical, mechanical, and structural systems.

Experience Required

· A bachelor’s degree in construction/facility management or closely related field is desired. 6-8 years of verifiable experience in multi-disciplined field experience, in a lead position may be substituted for a formal bachelor’s degree.

· Project Management or equivalent certifications in the construction industry are desired.

· A minimum of 5 years of commercial construction experience or equivalent high end residential is required.

· Experience working in or with a financial institution is preferred