Lending Operations Analyst

Compeer FinancialBloomington, MN
1dHybrid

About The Position

Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: Hybrid model – up to 50% work from home Flexible schedules including ample flexibility in the summer months Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off Learning and development programs Mentorship programs Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.) Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit www.compeer.com/careers . Where you will work: This position offers a hybrid work option up to 50% and is open to any Compeer office location in Illinois, Minnesota and Wisconsin . The contributions you will make: This position is responsible for the development and improvement of business intelligence reports and analytical support that help drive operational performance and decision-making. Delivers key insights on trends and data relationships to assist with business planning and decision support for the Lending Operations teams.

Requirements

  • Bachelor’s degree in agribusiness, business administration, mathematics, economics, statistics or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
  • Intermediate-level analytical experience, preferably in business operations and/or finance.
  • Experience using Power BI software and knowledge of SQL.
  • Strong computer skills, including MS Office applications (Word, Excel and PowerPoint).
  • Strong knowledge of data mining, evaluation, analysis and dealing with imperfections in data.
  • Technical background and understanding of reporting, analytics, data management, business intelligence solutions.
  • Effective verbal and written communication skills with the ability to present data and technical information to non-technical audiences.
  • Strong interpersonal skills, including the ability work and collaborate with key business partners and build strong professional relationships at all levels.
  • Demonstrated advanced analytical skills and proven problem-solving skills with a high level of critical thinking.
  • Passionate about understanding the business and building scalable, repeatable analytics.

Nice To Haves

  • Experience in finance, analytics, sales ops or other related fields.
  • SaaS experience.

Responsibilities

  • Works closely with Lending Operations management to understand and maintain focus on specific data needs, including identifying key metrics and delivering actionable analysis.
  • Develops and supports data analysis frameworks that will support daily, weekly and monthly operational reporting for all functional teams.
  • Constructs reports utilizing Power BI, SalesForce and SQL to drive insight for lending operations leadership.
  • Gather, analyze, and evaluate business data to identify actionable insights, and implement recommendations that drive measurable improvements in productivity and efficiency.
  • Leverages the data warehouse for reporting and serves as the Lending Operations liaison with the data management team.
  • Works with multiple areas of the business to ensure data accuracy and troubleshoot issues.
  • Works with the enterprise database team to ensure data is accurate and liaises with technical teams to close the gap on data quality and enhance portfolio of data available.
  • Develop automated reporting packages to run efficiently on a recurring basis, including maintenance and storage of reporting output.
  • Acts as a liaison with stakeholders to understand forecasting models to predict demand, resource allocation and operational capacity.
  • Collaborates with leadership and stakeholders to align forecasts with organizational goals and strategic objectives.
  • Utilizes all business intelligence tools and drives consistent usage and understanding of report delivery tools to identify risks and opportunities to facilitate positive business and operational results.
  • Implements reporting and operating cadence to measure and monitor all facets of Lending Operations.
  • Proactively analyzes data to answer key questions from Lending Operations leadership and to determine what drives performance.
  • Uses data to create reports and insights, recommending practical solutions to help leadership make effective operational and strategic decisions.
  • Analyzes key performance indicators to measure productivity and prepare reporting packages based on monthly and quarterly results.
  • Performs ad-hoc analysis of quantitative and qualitative data sources to identify opportunities for process improvements, resource management and efficiency gains.
  • Performs ongoing assessment of analytics tools and dashboards to assess usability, efficacy and adoption based on user.
  • Synthesizes data to provide leaders with actionable insights for strategy input.

Benefits

  • Hybrid model – up to 50% work from home
  • Flexible schedules including ample flexibility in the summer months
  • Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
  • Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
  • Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
  • Learning and development programs
  • Mentorship programs
  • Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)
  • Professional membership/certification reimbursement and more!
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