Solutions Analyst – Wholesale Finance

Compeer Financial • Rochester, NY

8d • Hybrid

About The Position

This position provides input and analysis that supports strategic planning strategy, loan product development, and process enhancements for the Wholesale business units. Identifies and collaborates on opportunities for product innovation and product enhancements. Drives systems, process and training support and collaborates with Business, Operations, and Digital Technology & Information to identify people, process, data, and technology challenges and opportunities that impact operations. Acts as the liaison to assist in analyzing user’s business needs, identifies and integrates data from various sources and develops the best means to publish the information to team members. Leads the communication regarding system and process performance to aid management strategy and decision-making.

Requirements

• Bachelor’s degree in business administration, finance, computer science or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• Advanced listening, written and verbal communication skills, with ability to communicate at all levels of the organization.
• Strong computer skills, including MS Office applications and customer relationship management (CRM) programs.
• Advanced analytical skills with attention to detail.
• Ability to effectively work with mid and senior level managers, marketing, technical team members, and production managers to develop long term strategic relationships.
• Must be analytical, have strong technical skills while being a strong communicator to non-technical team members.
• Advanced problem-solving skills and ability to implement new ideas and influence others to produce better decisions, self-motivated with the ability to work independently.
• Ability to adapt to change and balance competing demands with a positive attitude.
• Valid driver’s license.

Nice To Haves

• Minimum of 3 years financial services and technology support experience in a financial institution, preferred.

Responsibilities

• Leads and / or guides product planning including collaborating on the product roadmap and product development as well as new production development and implementation.
• Researches best practices and new developments with the ag and financial market.
• Uncovers opportunities, gaps, and issues stemming from product/service offerings, sales processes, sales tools, and operational processes.
• Partners with sales, leadership, and operations teams to understand the process and research needs.
• Researches best practices and new developments from system partners, industry competitors and other sales driven businesses.
• Performs comprehensive research on all viable solutions to issues or opportunities.
• Collaborates with leadership and other stakeholders (internal and external) to insure awareness and adherence to key changes and impact to client acceptance / experience and stakeholder profitability.
• Collaborates with the business, operations, Business Process and Digital Technology & Information teams to identify, evaluate, and implement people, process, data, and technology needs to enhance operating efficiencies, promotes standardization, improve sales and/or enhance client experiences.
• Coordinates and supports various technology integration and improvement efforts to support product delivery.
• Works directly with external vendors and internal technology resources to develop or enhance product delivery.
• Collaborates with Business Technology and Business Process teams on projects that advance and improve processes and delivery.
• Monitors the development and testing of system processes, document flow, and site functionality.
• Troubleshoots client and internal team member issues and escalates to other departments, as needed.
• Collaborates with Business Technology to provide business insights to internal technology enhancement projects.
• Coordinates with Business Process and Business Technology on new rollouts; sets and communicates expectations, best practices, and training.
• Answers questions and responds to the needs of the sales and support teams.
• Logs issues with data delivered by the automated systems.
• Works with leadership to identify key metrics and deliver actionable data analysis to understand and maintain focus on specific data needs.
• Acts as the data owner while tracking and monitoring relevant product metrics and KPIs.
• Evaluates and implements corrective action as needed.
• Develops and supports data analysis frameworks to enable necessary reporting on a daily, weekly and monthly basis.
• Works with multiple areas of the business to ensure data accuracy and troubleshoot issues.
• Develops and manages dashboards that are utilized to analyze data to measure and understand business performance.

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!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level