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Farmers & Merchants Bank of Long Beach · 1 day ago

Senior Credit Administration Analyst

Lakewood, CA, US

Full-time

Onsite

Mid, Senior Level

$93K/yr - $157K/yr

3+ years exp

Farmers & Merchants Bank of Long Beach is a financial institution seeking a Senior Credit Administration Analyst. The role involves preparing and enhancing credit and loan portfolio reporting and analysis, managing various reporting processes, and providing guidance on credit administration functions.

BankingFinancial ServicesLending

Responsibilities

Management of commercial real estate stress test model and responsible for preparation of quarterly reports to include ad hoc analysis of output

Responsible for preparation and distribution of various weekly, monthly and quarterly loan portfolio reporting to include Loan Concentrations, Credit Policy Exceptions and Special Assets

Prepare cover memos as necessary to identify trends and present findings to Credit Administration Management

Responsible for the production of automated reports and troubleshooting as necessary to ensure recurrence

Analyze and review current reporting to evaluate effectiveness and potential for data enhancements

Write and maintain related processes and procedures

Maintain a repeatable and documented validation process for assigned reports

Identify and present any new or updated reporting needs to enhance portfolio management to Deputy Chief Credit Officer and/or related Committees

Participate in various credit-related committee meetings as necessary as the data expert and to remain informed about the loan portfolio and any reporting enhancements or new requirements

Provide guidance and support for various processes and functions associated with the overall administration of credit within the Bank

Produce and prepare ad hoc reports as necessary for Credit Administration and related stakeholders

Train existing or new staff on reporting function to create redundancy within the Department

Complies with all State and Federal Banking regulatory requirements, including but not limited to: BSA, Anti-Money Laundering OFAC, CIP, Financial Elder Abuse Reporting, Sexual Harassment, Information Security and privacy requirements. This position will elevate suspicious activity to supervisory staff and/or BSA department. Completes compliance and other technical training workshops as assigned

Qualification

Microsoft ExcelMicrosoft SQL ServerMicrosoft Power BIPythonIBM CognosData analysisBanking experienceCustomer service skillsOrganizational skillsCommunication skillsCritical thinking

Required

Advanced knowledge of Microsoft Excel

Proficiency with Microsoft SQL Server

Proficiency with Microsoft Power BI

Comfortable with contributing to data warehousing and data pipeline discussions

Willing and able to learn new data and analytic tools as required

Python and relevant data and analytic packages (e.g., numpy, pandas, etc.)

IBM Cognos

Jack Henry, Abrigo, Laserfiche

Making recommendations for adoption of new data and analytic tools

Prior experience working for a Bank or other financial institution

Strong computer and strong organizational skills

Active interaction & contribution within team environment

Strong customer service skills with both internal & external customers

Ability to perform multiple tasks

Ability to travel to training facilities

Familiarity with existing Credit Policy Manual and Lending Procedures Manual

Understand function and utilization of F&M Loan Forms

Working knowledge of Lending Regulations, Loan Documentation and Loan Servicing Procedures

Familiarity with Bank Products & Services and Policies & Procedures (Operations/Lending)

Strong Written/Verbal Communication

Clear understanding of the English Language (Spoken & Written)

Telephone Skills

Microsoft Office Products (Excel, Word, Outlook, PowerPoint)

Laserfiche imaging application

Jack Henry & Associates core operating system

Core understanding of Loan Documentation & Procedures Manual

Basic Mathematics Skills

Customer Service Skills

Strong typing skills

Effective time management

Strong organizational skills

Critical Thinking, Judgment & Problem Resolution Skills

Ability to actively listen & learn

Interpersonal Skills / Ability to respectfully communicate with Supervisors and Co-workers / Ability to effectively deal with unpleasant, angry or discourteous people

Bachelor's Degree or equivalent

3 – 5 years report data analysis experience

3 – 5 years of report writing experience