Job Responsibilities
- Research and clearly document procedural changes stemming from any change in process
- Support Evergreen procedural reviews to confirm accuracy of procedures; making recommendations for enhancements & consolidation where appropriate to improve the employee experience
- Support creation of & maintenance of training guides & job aides
- Creation of standard communications that help the teams understand changes to process as well as the rationale for the change
- Identify gaps in procedures (processes) and liaise as necessary with other business units and stakeholders to escalate issues for resolution including assessment of materiality.
- Coordinate with Loan Origination Supervisors & Managers on action items and prioritization of work
- Partner with Team Functions, Project Leads, Quality Control, Risk & Controls, Legal, Compliance and Client Excellence team members to ensure cross impacts are determined & addressed
- Represent the broader team on project calls to ensure operational impacts are fully understood & addressed
- Establish and lead working groups and side-by-sides with subject matter experts to identify current processes, workflow gaps, new requirements, and compensating controls that will require procedural amendments
- Conduct review sessions with Supervisors & Managers to ensure information is understood & cascaded consistently
- Responsible for meeting deadlines & target dates as determined by project leads or the leadership team. Effectively manage approval workflow via Business Banking Change Management and Procedural Library teams.
Required qualifications, skills and capabilities
- Must be highly organized with ability to manage multiple competing priorities simultaneously in a fast paced, customer oriented environment. Comfortable with change, ambiguity, debate, conflict and informed risk taking
- Strong analytical, problem solving and judgment skills
- Excellent verbal and written communication skills. Ability to write in a simple, clear, and concise manner
- Proven ability to collaborate with team members and senior management across and within the lines of business with a keen attention to detail and strong analytical capability
- Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals. Ability to operate in a challenging and rapidly changing environment with a desire to accept new assignments and the ability to learn new principles and dynamic systems quickly
- Proactive and responsive communicator, maintaining frequent contact with business partners, listening to understand needs, and taking ownership of incoming and outgoing messages
- Understands the importance of details and seeks to understand their impacts; methodical approach to tasks; procedure/process oriented.
- Critical decision-making abilities including the ability to identify, escalate, and propose solutions to problems
- Proficiency with Microsoft Office Suite (Excel, Word, and PowerPoint)
- Ability to take initiative and self-motivate, as well as work as part of a team
Preferred qualifications, skills and capabilities
- BS/BA Degree - Communications, Finance, or Business preferred or equivalent military or work related experience
- Expert knowledge in financial services for Commercial Banking, bilateral loan products & loan documentation; 3+ years of experience in Pre-Underwriting, Post Approval, Document Preparation or Deal Setup preferred