Credit Business Data Analyst , Credit, South Bend

Overview

Position Summary:

Responsible for identifying, reporting, and improvement processes in InSight pertaining to Credit Services group as well as the completion of reporting, tracking, monitoring, and maintenance of InSight processes pertaining to Credit Services group.

• Acts as Business Data Analyst and Subject Matter Expert for the Credit & Loan Administration department’s Commercial Workflow system.
• Gain intimate knowledge of how Salesforce/nCino functions and how it applies to Commercial Credit.
• Develops and maintains custom reports and processes to continuously improve data quality, process integrity, productivity, and monitor usage.
• Responsible for financial statement covenant process, including updating covenant records when financial statements are received, past due financial statement communication, and monthly financial statement covenant reporting and monitoring.
• Responsible for InSight workflow compliance monitoring, verification, and reporting.
• May assist with InSight automated spreading.
• Acts as a back-up to the Credit Administration Specialist for overseeing, coordinating, and distributing materials for various weekly credit approval committees, the completion agendas for these committees, and the post-committee responsibilities.
• Troubleshoots and resolves problems and requests from internal customers.
• Assists Credit Administrator III with testing software releases and upgrades with IT and InSight Office including break/fix/enhancement tracking, and user training.
• Develops and maintains a process for routine data cleanup and maintenance (TCE Groups, Duplicate Relationships, Collateral, NAICS, etc).
• Acts as subject matter expert for loan systems, by communicating best practices and suggesting initiatives in support or improvement of the applicable lending processes.
• Provides strategic and tactical recommendations to Credit Administrator III for improving reporting, controls, and results.
• Prepares and provides training and reference material to assist users.
• Regular and predictable attendance is an essential requirement of the position.
• Completes all compliance training.
• Must understand all applicable laws and regulations that apply to the position and comply with the requirements.

• Acts as Business Data Analyst and Subject Matter Expert for the Credit & Loan Administration department’s Commercial Workflow system.
• Gain intimate knowledge of how Salesforce/nCino functions and how it applies to Commercial Credit.
• Develops and maintains custom reports and processes to continuously improve data quality, process integrity, productivity, and monitor usage.
• Responsible for financial statement covenant process, including updating covenant records when financial statements are received, past due financial statement communication, and monthly financial statement covenant reporting and monitoring.
• Responsible for InSight workflow compliance monitoring, verification, and reporting.
• May assist with InSight automated spreading.
• Acts as a back-up to the Credit Administration Specialist for overseeing, coordinating, and distributing materials for various weekly credit approval committees, the completion agendas for these committees, and the post-committee responsibilities.
• Troubleshoots and resolves problems and requests from internal customers.
• Assists Credit Administrator III with testing software releases and upgrades with IT and InSight Office including break/fix/enhancement tracking, and user training.
• Develops and maintains a process for routine data cleanup and maintenance (TCE Groups, Duplicate Relationships, Collateral, NAICS, etc).
• Acts as subject matter expert for loan systems, by communicating best practices and suggesting initiatives in support or improvement of the applicable lending processes.
• Provides strategic and tactical recommendations to Credit Administrator III for improving reporting, controls, and results.
• Prepares and provides training and reference material to assist users.
• Regular and predictable attendance is an essential requirement of the position.
• Completes all compliance training.
• Must understand all applicable laws and regulations that apply to the…