Conversion and Special Projects Officer (Loans)

First Mid•Mattoon, IL

10d

About The Position

The Conversion & Special Projects Officer serves as the expert on data analysis as well as business analytics report writing for strategic oversight and driving daily business needs. Specifically, this individual will provide specialized expertise for managing and interpreting data needed for day-to-day operations, bank acquisitions, system upgrades, special projects and customer behaviors. The Conversion & Special Projects Officer will partner with the Deposit Services Management Team and the Conversion & Special Projects Implementation Manager to share data/analysis that allows leaders to make informed, timely business decisions.

Requirements

Bachelor’s Degree preferred
5 + years of relevant banking experience
Practical experience in analysis and reporting
Proficient in Microsoft Office Suite
Excellent written and oral skills to clearly communicate with company personnel.
Thorough knowledge of the company’s products and banking regulations.
High level of interpersonal skills in order to represent the company in a professional manner and communicate effectively with personnel.
Can work independently with minimal supervision.
Comprehensive knowledge of Bank’s software systems.

Responsibilities

Consistently demonstrates a strong working knowledge of the bank’s core application and auxiliary systems.
Serves as the Deposit Services expert on business analytics report writing and develops deposit related management reports to effectively manage the deposit portfolio.
Creates, runs and manages management level reports, analyzes data and provides feedback and recommendations on general banking trends associated with customer banking behaviors, channel usage, and deposit balance fluctuations.
Additionally, supports the Chief Deposit Services Officer by creating dashboards for Management level reporting at the Board, Executive and committee levels. Ensures the integrity of the data presented.
Responsible for tracking interest rate activity within the system to provide the Chief Deposit Services Officer with rate recommendations for Pricing Committee. As such, responsible for creating and managing rate reports that track standard and relationship pricing.
In partnership with Marketing, serves as the deposit expert on the Marketing Customer Information File system (MCIF) running research, analyzing trends and reporting to Senior Management and Branch Management as needed.
Proactively enhances and improves existing reporting to keep up with continued organizational growth.
Serves as a deposit analyst during M&A and the conversion process by assisting the Conversion & Special Projects Implementation Manager in analyzing data, doing gap analysis assessments, and by assisting in the validation of results of conversion program and/or other programming changes.
Completes required training associated with job function.
Performs other job-related duties as assigned.