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

1st Source•South Bend, IN

About The Position

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.

Requirements

Two (2) or more years of relevant work experience preferred.
Advanced knowledge of Microsoft Word, Excel, InSight/nCino/Salesforce 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.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand, and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear.
The employee is occasionally required to stoop or kneel.
The employee may occasionally lift and/or move up to 10 pounds.
MS Office PC, phone, and standard office equipment.

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.