The Operations Analyst - Float works under the direction of the Business Systems Management Officer charged with overseeing the effectiveness of current operation activities, control weaknesses, and the implementation of process improvements. The Float Analyst, through rotational assignments, will be cross trained to assist departments experiencing temporary increases in work volume, temporary staff shortages, and/or assist in project management.

The Float Analyst will assist in the reviews, analysis, development, implementation, and deployment of business systems resulting from new product development, banking regulations, industry trends, and/or user needs. The position will also assist in defining and documenting the scope and objectives, requirements of projects, and will formulate testing plans (if applicable). Additionally, the position is responsible for assisting in testing of planned upgrades to current systems and various other duties including but not limited to: report management, corporate compliance, audit coordination, process controls, risk assessment and measurement, and retail loan portfolio management.

Required Qualifications

 Bachelor’s degree in business related field, such as Business Administration, Finance, Accounting, Marketing, or Economics preferred, or commensurate experience required
 Strong analytical and research skills are required, along with the ability to work with internal and external customers for timely and accurate resolutions to issues
 Must have excellent mathematical skills, including a sound knowledge of banking financial calculations (i.e. amortizations, interest rate and payment calculations, etc.)
 Must have intermediate knowledge of Microsoft Office 365 including Word and Excel to create and maintain complex spreadsheets (testing will be administered)
 Must have excellent written and verbal communication skills
 Must have excellent interpersonal skills and possess the ability to be a team player in a professional team setting
 Must have strong propensity for detail, accuracy, and confidentiality

 Must be able to manage time efficiently, prioritize tasks, and coordinate multiple and changing priorities in a demanding environment
 Demonstrated knowledge and understanding of retail loan principles with a minimum of one-year loan servicing experience preferred
 Minimal travel is required
 Overtime will be required, as needed

Desired Qualification

 Experience with Sagent LoanServ highly desired
 Experience in reviewing and understanding loan documents is preferred
 Must be professional and courteous with internal and external customers
 System implementation or testing experience is preferred


Principal Activities/Objectives

 Perform on-going departmental support as needed, including but not limited to, performing the day-to-day activities in departments experiencing staffing shortages
 Evaluate processes and recommend changes to improve efficiencies, reduce costs, or standardize processes
 Develop, track, and maintain information to aid in operational and strategic decisions related to loan servicing
 Establish, develop, and maintain strong, professional working relationships with management of the various departments and respective support staff to improve cross-departmental communications, foster teamwork, and build partnerships resulting in a more cooperative and engaged operations unit
 Be a resource and subject matter expert for staff and management regarding all aspects of retail loan servicing systems and processes
 Aid in the management and coordination of vendor relationships across the Retail Loan Servicing unit
 Communicate and work effectively with staff, external customers, and all levels of management as necessary
 Stay abreast of industry best practices, technologies, architectures, trends, and emerging technologies
 Maintain compliance with all federal, state, agency, and internal policies and procedures

Note:

Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.