Job Information
First Bank & Trust #158271 Loan Project and Reporting Manager in Brookings, South Dakota
Overall Functions
The Loan Project and Reporting Manager will coordinate and direct the daily activity of processing complex loan reporting under limited supervision. Lead and build process and procedure enhancements and facilitate communication and training to ensure accuracy, efficiency, and consistency. This position interacts extensively with other lending and credit business units.
Qualifications
This person should have a bachelors degree and 6 years of relevant experience, or the equivalent. Experience working with complex loans is required. This person must have strong financial acumen and attention to detail, demonstrating deep knowledge of loan products, software, and accounting functions. The ability to manage more than one initiative while exhibiting excellent oral and written communication skills is key. Collaboration with internal business departments is expected. Strong acumen and experience with CRM and loan operating system technology is preferred.
Responsibilities
- Create reporting within loan operating system and CRM of the work generated by loan departments within the credit team.
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``` 2. Generate, validate, and balance loan reports to the GL ensuring accuracy. Look for report efficiencies and ways to automate and ensure fields within the loan portfolio are accurate. Consolidate loan reports and ensure accuracy of reports generating from Data Engagement.
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``` 3. Drive procedural enhancements and build processes to ensure loan portfolio accuracy into the future. Collaborate to address issues and create solutions to avoid re-occurrences.
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``` 4. Serve as an expert with various loan modules in the core banking system. Lead testing for the various loan modules in the testing environment to be deployed/implemented.
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``` 5. Write loan scripts to automate processes within loan operations and other loan areas in the bank utilizing Power Automate.
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``` 6. Analyze and uncover efficiency opportunities within the loan teams by identifying different processes used by branch staff. Create consistencies with the information obtained and communicate and train where necessary.
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``` 7. Serve as a trusted resource for loan staff. Ensure problems and questions are handled efficiently and professionally in a timely manner. Assist in training new staff and existing staff as needed.
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``` 8. Be the expert in Shadow Accounting and how the system operates and ensure customers loans are operating according to standards set forth by examiners/auditors.
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``` 9. Lead and collaborate to write procedures to standardize department operations. Identify, address, and recommend to management necessary policy and procedure changes.
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``` 10. Provide feedback to senior leadership and work closely with management to ensure daily, weekly, and monthly goals are met.
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``` 11. Act as the primary contact for other departments within the bank- when needed. Prepare necessary audit and exam requests.
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``` 12. Complete assigned projects as designated by the manager.
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``` 13. Act in accordance with FBT policies and procedures as set forth in the employee handbook.
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``` 14. Adhere to compliance procedures and participate in required compliance training.