Job Description: 

The Business Banking Lending Originations and Cash Management team (LO&CM) is a customer-focused team comprised of subject matter experts across conventional lending, SBA, and Cash Management who play a key role in supporting both our clients and our internal partners.  Planning, execution and continuous improvement are critical to the team’s success.

Reporting to the Process Improvement Manager, Vice President (VP), the Sales Strategy Support Analyst II will support strategic direction and operational improvement efforts for lending operations.  The Sales Strategy Support Analyst II will serve as a trusted thought partner to senior stakeholders and have an essential function in developing our new and existing employees to be more efficient and effective in their roles.

Job Responsibilities: 

Subject matter expert for specific functions, programs and processes Gain deep understanding of lending processes to develop efficiencies across the business, including optimization strategies, client experience and product improvement Collaborate with cross-functional partners to help influence, design, and develop strategic processes and support the enhancement of end-to-end value chains across the firm Create training material and lead annual recertification process Facilitate training courses for new hire onboarding, existing employee refresher learning and new process implementation Develop quizzes and other resources to measure training effectiveness and monitor cohort performance Manage system access for new hire onboarding Ensure quality and timeliness of deliverables

Required Qualifications, Capabilities, and Skills:

Minimum of 2 years of equivalent experience General quantitative, analytical, and organizational skills with an ability to execute on multiple fronts at the same time Strong critical thinking and problem-solving skills, as well as a capacity to learn quickly and develop new strategic frameworks in complicated environments Self-starter with the ability to work autonomously in a fast-paced environment and with great attention to detail Strong communication skills (verbal and written) with individuals across different Lines of Business and among senior leadership Expert in Microsoft Excel and PowerPoint, and possesses executive presentation skills Ability to travel as needed

 

Preferred Qualifications, Capabilities, and Skills:

Experience with Tableau and/or other analytical reporting software Knowledge of lending origination processes Business coaching and/or prior training experience