Vice President, Reporting Analyst

Title: 1502 Reporting Analyst

Department(s): Operations

Reports to: Director Problem Loan Management/Servicing/Operation

FSLA Status: Exempt

Job Summary:

The ideal candidate for the SBA 1502 Reporting Analyst position will be responsible for providing a high level of assistance and support to the SBA Operations/Lending Department. Individuals in this position should either possess knowledge of SBA SOP lending principles, practices and procedures and have a solid understanding of business lending compliance rules and regulations and/or possess strong financial analysis and data management skills, including strong experience with excel.

Summary of Essential Job Functions:

Complete the SBA 1502 payment report monthly within the given time frame allotted by the SBA

Responsible for the daily reconciliations of 7a loans against the FTA site.

Responsible for processing the “late payments” as needed

Responsible for monitoring the daily buyouts and paydowns

Use advanced Excel skills and other data analysis tools to monitor loan portfolio activity.

May manage scope and change control of assigned work in coordination with Management

Develop and modify reports for both need and efficiency

Understand the integration of data and processes

Use advanced Excel skills and other data analysis tools to monitor loan portfolio activity.

Provide analytical support of data trends and offer opportunities for efficiencies.

Assist with audit requests of data from both internal and external auditors.

Learn and Assess new reporting tools and data platforms.

• Understand and adhere to the SBA SOP and other business lending compliance rules and regulations.
• Work closely with SBA Portfolio Manager and SBA Credit Manager in providing reporting to SBA Division Head, Risk Committee and Senior Management as needed.
• Assist the operations department in loan bookings and processing.
• Work with the Cash Posting administrator to review posting issues and work on resolution and processes.

Primary Success Measurements:

Successful execution of all aspects of RCL’s 1502 reporting requirements.

Completion of projects/reporting by due dates.

Clear, effective communication with all levels of employment throughout the life cycle of a project as indicated by feedback from RCL management

Support of all operational and business processes as indicated by feedback from internal/external data clients

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience:

Advanced Excel user with skillsets in VBA and macros, pivot tables and pivot table reporting, analytical formulas, charting, and conditional formatting.

Ability to document procedures for SQL code, Excel model function and business requirements.

• Ability to use SQL to create complex data extractions spanning multiple source systems.
• Ability to use SQL to create complex data profiling activities and analysis of large amounts of loan related data for logical understanding, financial planning and data confirms for audits.

Ability to train/cross-train others for backup support.

Strong problem-solving skills, troubleshooting and root cause analysis, ability to think logically and critically.

Ability to provide clear oral and written communication to a variety of business and technical audiences.

Previous experience with Oracle databases, MS Suite of Products, Business Intelligence software (Qlik Sense, Tableau, Business Objects). Experience with SalesForce, nCino, SHAW Commercial Loan System desired but not required.

Ability to thrive and be energized in a challenging and dynamic environment where priorities and challenges are changing.

Strong problem-solving skills, troubleshooting and root cause analysis

• Strong ability to think logically and critically to develop actionable solutions that help resolve complex data issues.
• Must be able to build and maintain strong and collaborative working relationships with co-workers as well as end users and business partners both in person and in a remote work environment.
• Ability to thrive and be energized in a challenging and dynamic environment where priorities and challenges are changing.
• Ability to meet tight deadlines.

Language Skills:

• Ability to read and comprehend instructions, short correspondence, and memos.
• Ability to write basic routine reports and correspondence.
• Ability to interact effectively with management, other employees, and customers as needed.
• Diplomacy in dealing with internal and external clients.
• Excellent communication skills.

Mathematical Skills:

Ability to perform basic calculations such as to add, subtract, multiple, and divide.

Reasoning Ability:

• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
• Ability review information and solve problems quickly.
• Strong ability to manage time.
• Achievement oriented, takes initiative, and ability to take direction.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is frequently required to stand and walk. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. While performing the duties of this job, the employee works in a standard office environment where the noise level is quiet to moderate with interruptions and demands from others for documents, information, etc.