Credit System and QA Specialist

About the role

The Credit System and QA Specialist will assist with various projects and processes within the organization, primarily with the Credit and Lending teams. This role will assist in report writing and developing procedures related to Credit and Lending.

Responsibilities

• Provide support for the commercial loan operations system which includes:
  • Act as primary backup to the Officer, Credit System and Process Administrator
  • User support and troubleshooting
  • Stay current with system enhancements
  • Assist with ongoing improvement projects, including set up and testing for new features
  • Assist with developing system reports upon request
• Support the credit and lending leadership team with driving process improvement which includes:
  • Assist with developing and implementing strategies to optimize processes, which may involve redesigning workflows, introducing new technologies, or revising procedures
  • Provide additional support to various departments to ensure processes are aligned through the organization, facilitating communication and resolving issues
• Assist the credit and lending leadership team with key project phases such as initiation, planning, testing, execution, monitoring, and closure
• Collaborate with appropriate team members to design, develop and deliver end-user documentation in both technical and user-friendly language, including procedures
• Research and troubleshoot issues when they arise. Prioritize and escalate issues by working with team members and/or external vendors to resolve
• Assist credit and lending team with training including:
  • Train users in new or updated processes
  • Provide ongoing support and troubleshoot any issues users encounter with processes
• Provides back up when needed for any departmental functions
• Remain current on all areas of lending regulations
• Actively maintain a working knowledge of systems and procedures
• Maintains courteous and effective communication with internal and external customers
• Maintains confidentiality, ensuring client privacy
• Complies with all rules and regulations associated with lending
• Perform duties related to the Bank Secrecy Act under the guidance of the BSA Officer

Qualifications

• Bachelor's degree in Project Management, Business Administration, a related field, or a 3+ years commensurate combination of education and experience in lieu of a degree
• 1+ years of data analysis experience
• 1+ years of experience with understanding of lending operations and related controls required
• Experience in Abrigo Sageworks preferred

Skills

• Strong organizational skills, the ability to manage multiple tasks simultaneously, and a thorough understanding of operational best practices
• Confident decision-making abilities and the skill to use sound judgement about the timing of choices; particularly the ability to make informed, responsible decisions with limited information or under considerable amounts of stress
• Effective critical thinking skills and the ability to analyze potential project outcomes with the adaptability to redirect attention as needed to meet targets and deadlines
• Proficient verbal and written communication skills
• A positive and proactive approach to work, demonstrating enthusiasm, adaptability, and the ability to maintain composure and professionalism in stressful or adverse conditions
• Proficient computer literacy, including comfort with Microsoft systems and Office Suite
• Ability to work independently with minimal supervision

Schedule

Regular office hours are Monday through Friday from 8 am – 5 pm. Occasional weekend and evening work may be required.