Private Banking Ops Analyst (LoanIQ, UI Path - Max $25/hr W2)

Lenmar Consulting Inc.New York, NY
$25 - $25Hybrid

About The Position

The analyst will support loan processing and servicing, reviewing control reports, participating in projects and testing initiatives, maintaining departmental metrics, updating policies and procedures, and supporting automation and transformation initiatives.

Requirements

  • One to three years of work experience
  • Hybrid position, 3 days in office attendance is required
  • Ability to work Operational hours starting at 8:30 A.M. local time, including occasional weekends and overtime when needed
  • Ability to balance multiple priorities, operating in a demanding and fast-paced environment while demonstrating flexibility, adaptability, and personal accountability
  • Convey disciplined work ethic and have an enthusiastic ‘can do’ attitude while delivering white glove service
  • Strong written and verbal communication skills with the ability to clearly communicate information to a range of audiences
  • Adaptable team player
  • Detail oriented and ability to adhere to strict timelines
  • Strong organizational and time management skills
  • Ability to critically evaluate information gathered from multiple sources
  • Ability to proactively contribute towards continued improvements in control, operational efficiency, and industry initiatives
  • Strong Microsoft Office skills

Nice To Haves

  • PowerBI
  • UI Path
  • Python
  • Power Automate
  • LoanIQ
  • Familiarity with the financial markets and current regulatory landscape
  • Project management experience
  • Business analysis skills

Responsibilities

  • Loan processing and servicing
  • Reviewing control reports
  • Participating in projects and testing initiatives
  • Maintaining departmental metrics
  • Updating policies and procedures
  • Supporting automation and transformation initiatives
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