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Business Analytics & Reporting Analyst I

Company: M&T Bank
Location: Lake Oswego
Posted on: June 25, 2022

Job Description:

Overview: - Western Regional Construction Lending Department is seeking Business Analysis with excellent written and verbal communication skills to work with internal staff in a hybrid or fully on-site environment. - Ability to produce and maintain departmental reports and spreadsheet for pipeline management, historical reporting, and financial analysis. - Responsible for data collection, and consolidation into comprehensive, easy to use reports. -
Perform skilled clerical duties requiring moderate to complex analysis and use of judgement within construction lending department. - - Maintain and update various departmental reports, and review of individual loan data. - Must understand and adhere to Company's risk and regulatory standards, policies, and controls, as well compliance will all state and federal laws pertaining to banking.
Able to identify risk-related issues needing escalation to management. -Promote an environment that supports diversity and reflects the M&T Bank brand. Maintain M&T internal control standards. -

Duties include, but are not limited to the following processes:

  • Perform skilled clerical duties requiring moderate to complex analysis and use of judgement within construction lending department.
  • Add, update, and maintain Name and Address table for West Residential Construction Loan Servicing System.
  • Prepare, and complete Initial Know Your Customer (KYC) Data Collection and enter data into the Bank's KYC platform for new and existing customers.
  • Perform critical data element review of new loans booked to construction loan servicing system, to ensure all information entered matches loan approval, and signed loan documentation.
  • Prepare, analyze, and distribute pipeline management reports used to ensure data integrity of loan portfolio.
  • Preparing daily, weekly, monthly, and quarterly reports for department use, as well as various ad hoc reports for senior management.
  • Review final loan documents received after closing and update servicing system with dates received.
  • Review, research, and correct operational and accounting customer issues as they arise.
  • Work with internal partners and management to resolve issues and questions that arise from report data provided.
  • Complete In-Person tasks as applicable:
    • Scanning and filing of original loan documents
    • Deposit physical checks received from borrowers and notify accounting department.
    • Manage department mail.
    • Etc.
    • Complete all required M&T and department specific training in a timely manner.
    • Complete other duties as assigned by manager.
      Experience and Education Required:Associates degree and a minimum of 2 years related business line experience,OR in lieu of a degree:A combined minimum of 4 years higher education and/or work experience.

      LocationLake Oswego, Oregon, United States of America

Keywords: M&T Bank, Portland , Business Analytics & Reporting Analyst I, Professions , Lake Oswego, Oregon

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