What are the responsibilities and job description for the Supervisory Committee Member position at Trailhead Credit Union?
Company Description Trailhead Credit Union is a member-owned financial cooperative rooted in Portland, Oregon, with a history dating back to 1935. Founded by employees of Portland Gas and Coke Company, Trailhead was built on the idea of pooling resources so co-workers could borrow at fair rates. Today, Trailhead serves individuals who live, work, or attend school in Multnomah County, returning profits to members through better rates and lower fees. The credit union embraces a “small enough to know better” philosophy, focusing on personalized guidance to support each member’s financial success. Trailhead values the individuality of Portland’s community and is committed to helping members reach their unique goals.
Role Description The Supervisory Committee Member is a volunteer, part-time position (about 4 hours a month) based in Portland, OR, responsible for helping ensure the safety, soundness, and integrity of Trailhead Credit Union’s operations. Potential applicants must meet Trailhead's membership criteria: those living, working, worshipping or attending school in Multnomah County.
This position participates in overseeing internal and external audit activities, including reviewing audit plans, evaluating findings, and monitoring corrective actions. The Supervisory Committee Member regularly reviews financial reports, internal controls, and regulatory compliance to help protect members’ assets and ensure accurate reporting. Day-to-day responsibilities include conducting or coordinating account verifications, evaluating risk management practices, and documenting findings and recommendations for the Board of Directors. The role also involves attending meetings, maintaining confidentiality, staying current with relevant regulations and policies, and collaborating with leadership and auditors to support strong governance and member trust.
Qualifications
- Strong financial literacy, including the ability to read and interpret financial statements, budgets, and audit reports.
- Knowledge of internal controls, risk management, and compliance practices, preferably in financial services or credit unions.
- Analytical and critical thinking skills, with the ability to identify issues, evaluate root causes, and recommend practical solutions.
- Excellent written and verbal communication skills for reporting findings, documenting meeting minutes, and collaborating with auditors and leadership.
- High level of integrity, sound judgment, and commitment to confidentiality and ethical conduct.
- Strong attention to detail, organizational skills, and the ability to manage multiple tasks and deadlines.
- Comfort working both independently and as part of a committee, with a collaborative and respectful approach.
- Familiarity with credit union operations, banking regulations, or financial cooperatives is preferred.
- Bachelor’s degree in accounting, finance, business, or a related field, or equivalent relevant experience.
- Prior experience in auditing, accounting, compliance, or governance roles is highly beneficial.