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Internal Auditor - Heritage Credit Union

Job Posted: Apr 30, 2021
Job Expires:
May 21, 2021


This position will perform operational, regulatory and compliance audits for the credit union. They will also review records, documents, loans, and operational processes to ensure compliance with all related laws, regulations, and policies/procedures of the credit union.


  • Conducts regular audits for all credit union branches/departments to ensure compliance with regulatory requirements, credit union policies and operational procedures
  • Reviews member/employee accounts, loan files, generated reports
  • Goes on branch visits, when assigned
  • Stays current with regulatory knowledge and makes appropriate changes to
  • Prepares written reports on internal audit reviews, including: Findings, analyses, conclusions, and recommended actions
  • Assists in developing the annual audit program, coordinating compliance audits with the Compliance Specialist
  • Conducts internal investigations of employees, when necessary, using the utmost confidentiality


  • 2-5 years of similar or related experience within the financial institution industry
  • Excellent communication and Interpersonal skills
  • Possesses a significant level of trust, credibility, patience, and diplomacy
  • Familiar with Symitar, Action, and Express Accounts (XA)
  • A two-year college degree or completion of a specialized course of study at a business or trade school, or equivalent work experience
  • Internal auditing experience
  • Experience working with confidential information regarding customers and vendors
  • Experience motivating, influencing, educating and/or advising others on matters of significance

About the Organization

Heritage Credit Union is a strong, not-for-profit, community-based financial institution with $450M in assets and more than 120 employees serving more than 30,000 members in WI & IL. Exciting things are happening at Heritage Credit Union. We were recently named one of the 2020 & 2021 Top Work Places by the Wisconsin State Journal, and we recently moved in to our new Home Office location just off Highway 19 and Interstate 90 in DeForest. Heritage Credit Union is an equal opportunity employer and does not discriminate on the basis of legally protected statuses. For individuals with disabilities who would like to request an accommodation, please notify us in your application.

How to Apply 

Heritage Credit Union