Data Management Specialist - Commercial Term Lending, Commercial Real Estate

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Category:
Reference Data

Job Schedule:

Full time

Posted Date: T11:38:18+00:00

Job Shift: Day

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Do you enjoy keeping client and credit data accurate across systems and partnering with Sales, KYC, and Credit teams? If so, the Commercial Term Lending Data Management Specialist role is a great fit!

As a Data Management Specialist in Commercial Term Lending, you ensure client, credit, and coverage data is accurate and reliable across systems of record. You review and interpret internal and client documentation to ensure required data elements are complete and match source materials. In this role, you work closely with and are depended on by the Processing, Sales, KYC, and Credit teams.

Job responsibilities

* Perform key data management functions, including, client and sales data maintenance, credit data maintenance, mass changes, and coverage changes.

* Validate that party relationships and data attributes align with approved deal structure, policy requirements, and supporting documentation.

* Analyze and interpret internal and client documentation in order to execute appropriate data maintenance.

* Review and confirm that required data elements are complete, accurate, and consistent with source documentation.

* Responsible for ongoing maintenance and monitoring of key data metrics to ensure client information is accurate.

* Ensure end to end data integrity across systems of record, including Party Central, credit systems, and document repositories.

* Execute timely follow through to support pipeline progression, data completeness, and downstream readiness.

* Maintain defined SLAs and throughput targets, prioritizing workload based on risk, aging, and downstream dependencies.

Required qualifications, capabilities and skills

* Independent and self-motivated with a service-oriented mindset, but also a team player capable of working collaboratively and developing strong partnerships.

* Demonstrated attention to detail and commitment to data accuracy and completeness.

* Able to prioritize issues and multi-task effectively to handle multiple assignments and be proactive in a fast-paced environment.

* Strong problem-solving and analytical skills; able to think-through and outline work processes in a thoughtful and detailed manner.

* Able to effectively respond to rapidly changing business needs and urgent requests.

* Proactively seeks guidance, clarification, and feedback from others.

* Basic understanding of Microsoft Suite applications (word, excel, power point, access).

Preferred qualifications, capabilities and skills:

* Minimum 3 years of work experience in an office environment.

* Expertise with client reference and sales data is a plus.

* Familiarity with Party Central, iCRD, and/or Strategy.

* Willingness to learn new systems and technology.