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1st Source Bank · 6 hours ago

Credit Business Data Analyst I, Credit, South Bend, IN

South Bend, IN

Full-time

Onsite

Entry Level

2+ years exp

1st Source Bank is seeking a Credit Business Data Analyst I to support the Credit Services group by improving processes and reporting. The role involves acting as a subject matter expert, developing reports, and ensuring workflow compliance within the InSight system.

BankingFinanceFinancial Services

Responsibilities

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

Completes all compliance training

Must understand all applicable laws and regulations that apply to the position and comply with the requirements

Perform all other duties as assigned

Qualification

Salesforce/nCinoInSightMicrosoft ExcelAnalytical skillsProject managementInterpersonal skillsProblem-solving skillsOrganizational skillsAttention to detailWritten communicationVerbal communication

Required

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 InSight workflow compliance monitoring, verification, and reporting

May assist with InSight automated spreading

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

Completes all compliance training

Must understand all applicable laws and regulations that apply to the position and comply with the requirements

Two (2) or more years of relevant work experience preferred

Analytical and project management skills

Ability to learn and apply new technologies and processes, quickly and effectively

Great time management, interpersonal, and problem-solving skills

Great organizational skills, attention to detail and follow-through

Great written and verbal skills

Ability to travel to all locations as well as ability to travel overnight, as needed for meetings, projects, seminars, etc