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First Mid · 1 day ago

Conversion and Special Projects Officer (Loans)

Mattoon, IL

Full-time

Onsite

Senior Level

5+ years exp

First Mid is a banking institution that is seeking a Conversion & Special Projects Officer to provide expertise in data analysis and business analytics reporting. This role involves managing and interpreting data for daily operations, bank acquisitions, and special projects, partnering with management to support informed business decisions.

BankingFinanceFinancial ServicesInsurancePersonal FinanceWealth Management

Hiring Manager

Jennifer Vahling-Wendt, PHR, SHRM-CP

Responsibilities

Consistently demonstrates a strong working knowledge of the bank’s core application and auxiliary systems

Serves as the Deposit Services expert on business analytics report writing and develops deposit related management reports to effectively manage the deposit portfolio

Creates, runs and manages management level reports, analyzes data and provides feedback and recommendations on general banking trends associated with customer banking behaviors, channel usage, and deposit balance fluctuations. Additionally, supports the Chief Deposit Services Officer by creating dashboards for Management level reporting at the Board, Executive and committee levels. Ensures the integrity of the data presented

Responsible for tracking interest rate activity within the system to provide the Chief Deposit Services Officer with rate recommendations for Pricing Committee. As such, responsible for creating and managing rate reports that track standard and relationship pricing

In partnership with Marketing, serves as the deposit expert on the Marketing Customer Information File system (MCIF) running research, analyzing trends and reporting to Senior Management and Branch Management as needed

Proactively enhances and improves existing reporting to keep up with continued organizational growth

Serves as a deposit analyst during M&A and the conversion process by assisting the Conversion & Special Projects Implementation Manager in analyzing data, doing gap analysis assessments, and by assisting in the validation of results of conversion program and/or other programming changes

Completes required training associated with job function

Performs other job-related duties as assigned

Qualification

Data analysisBusiness analyticsReport writingMicrosoft Office SuiteBanking regulationsSoftware systemsCommunicationInterpersonal skillsIndependent work