Wholesale Lending Data Analyst / Project Manager - HEREDIA

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Job Overview

Role Overview

The Wholesale Lending Data Project Manager/Business Analyst will be responsible for assisting 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

• Help drive 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
• Help drive the project end to end, driving solutions with evidence through the performance of data analysis activities.
• 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.
• Assist in 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:

• 5-8 years of experience
• This position requires excellent analytical and business strategy skills
• Effective communication skills
• Ability to present to business partners and/or leaders to gain approvals
• Project and process management skills
• Excellent written and verbal communications skills
• Experience with a prior focus in financial services analytics
• Solid organizational skills and ability to manage multiple projects at one time
• Self-starter who also has a demonstrated ability to work successfully in team environment and drive

Education:

• Bachelors/University degree or equivalent experience

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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