Financial Systems Analyst

Join to apply for the Financial Systems Analyst role at Servis First Bank
.

The Financial Systems Analyst serves as a loan origination system administrator and prepares reports by collecting, analyzing and summarizing information. The analyst monitors performance and quality control plans to identify improvements, provides technical strategy and direction to ensure effective implementation and management across Sales, Marketing, Technical Services, Support, and Operations. This role offers best practices and recommendations for process integration, application development, deployment, and ongoing enhancements of the platform.

• Prepare reports by collecting, analyzing and summarizing information.
• Provide support to internal end-users of different systems.
• Work with management to prioritize business and information needs.
• Identify project requirements by interviewing stakeholders, analyzing operations, determining scope and documenting results.
• Create and maintain databases and management reports; analyze and interpret data to identify anomalies, trends and opportunities for improvement.
• Work under limited to moderate supervision to analyze and solve mildly complex operational and systems-related issues.
• May manage small projects requiring coordination or contribution to task forces or project teams.
• Interpret data, analyze results using statistical techniques and provide ongoing reports.
• Develop and implement databases, data collection systems, analytics and other strategies that optimize statistical efficiency and quality.
• Acquire data from primary or secondary sources and maintain databases/data systems.
• Identify, analyze, and interpret trends or patterns in complex data sets.
• Filter and “clean” data by reviewing reports, printouts, and performance indicators to locate and correct code problems.
• Locate and define new process improvement opportunities.
• Create and manage custom objects, fields, formulas, validation rules, custom workflow, and approval processes.
• Design, document, build, test and deploy enhancements to nCino custom objects, page layouts, workflows, alerts, reports and complex dashboards.
• Maintain and utilize the test environment.
• Maintain user roles and profiles, security settings, access settings, sharing rules and security.
• Research changes in upcoming versions of nCino and other integrated applications.
• Provide recommendations when necessary to enhance efficiency and productivity.
• Develop and maintain report folders, dashboards, etc. to improve system usability.
• Maintain a holistic view of all business processes and users in the system to understand cross‑functional impacts regarding configuration, workflow and reporting.
• Lead user requirement sessions and document user requirements to address changing business needs.
• Take lead responsibility for the implementation of any statement of work for new functionality.
• Troubleshoot system issues by opening tickets and monitoring for resolution.
• Perform routine reviews of code, configuration, data and usage to ensure long‑term viability, integrity and adoption.
• Understand existing system reports, the functionality of each and how they support management initiatives.
• Create ad‑hoc reports as requested by management, sales and operations staff.
• Keep management apprised of project status and create a system to allow for the continuous flow of information among all stakeholders.
• Change Management: responsible for understanding and keeping abreast of regulatory changes that impact applicable systems and loan origination practices.
• Maintain records of all changes made to applicable systems including date, change implemented and required approval.
• Maintain a library of all business rules/credit policies.
• Maintain document libraries; build custom documents, letters, email templates as requested.
• Responsible for being familiar with all compliance regulations and policies that apply to this position and ensuring compliance.

• BS in Mathematics, Economics, Computer Science, Information Management or Statistics.
• Strong analytical skills with the ability to collect, organize, analyze and disseminate large amounts…