Lending Data Use Case Execution/Project Lead - HEREDIA

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Job Overview

The Wholesale Lending Data Use Case Execution Lead will be responsible for driving multiple significant projects within the Wholesale Lending Data team.  These projects support the use case execution activities with the focus on loans portfolio that fully supports, satisfies, and anticipates the data quality and reporting needs of the business and regulators.

S/He will develop and manage medium to long term plans and execute functional strategies for complex front to back solutions requiring coordination across multiple functions and integration between systems in a sustainable, controlled manner.  S/He will conduct data analysis, produce recommendations and provide input into strategic decisions affecting the various functions within a region or business. S/He will establish and maintain road maps / project plans and then drive deliverable execution by collaborating with multiple stakeholders across business and technology.

Responsibilities:

• Manage large, transformative initiatives that impact multiple LOBs and/or products.
• Define key outcomes for the project and ensure clear communication and agreement with relevant stakeholders
• Communicate closely with business and technology partners to granularly define requirements and create systemic and/or manual processes to define solutions to satisfy said requirements
• Lead the project end to end, driving solutions with evidence through the performance of data analysis activities utilizing Excel, SQL and/or Python.
• Define and own the resolution of issues by developing cross-functional solutions utilizing a strategy the candidate defined.
• Ensure continuous measurement and communication of progress throughout project execution.
• Record meeting summaries and follow-up actions for distribution to relevant stakeholders.
• Closely monitor project progress, ensure proper engagement and timely completion.
• Identify potential risks and issues and establish corresponding mitigation plans.  Execute mitigation plans to achieve path to green and ensure prompt escalation where needed.
• Own project management activities & generation of project reporting, including Enterprise PM tool (PTS-W) documentation
• Generate presentations for senior stakeholders on project/program status
• Utilize already-established baseline understanding of financial instruments to build on the knowledge necessary to complete the project at hand
• Provide functional support to drive continuous process improvement across the Loans area.

Qualifications:

• 10+ years of experience
• Experience working with financial data and baseline understanding of financial instruments, especially those related to loans. 
• An understanding of credit risk management, financial & regulatory reporting.
• Advanced knowledge of MS Office, especially Excel, Visio, PowerPoint
• Foundational knowledge of SQL/Python a plus

Education:

• Bachelors/University degree, Master’s degree preferred

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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Job Family Group:

Decision Management

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Job Family:

Business Analysis

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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