CRM Administration, Governance & Reporting

Overview

On Site
Full Time

Skills

FLSA
Credit Risk
Management Reporting
Management
CRM Administration
Analytics
Ad Hoc Reporting
Sarbanes-Oxley
Customer Relationship Management (CRM)
Stress Testing
Banking
FOCUS
Reporting
Oracle Linux

Job Details

Grade: FLSA:

Purpose of Position:

Conduct Credit Risk Management reporting for Board and Bank management, provide additional reporting, administration and governance support for CRM.

Essential Job Functions:

  • Execute CRM management and Board reporting in line with established cadences.
  • Identify and execute opportunities to automate CRM reporting for efficiency.
  • Engage with business line and operational partners to ensure data accuracy and consistency.
  • Conduct enterprise -wide reporting and analytics for the Bank's Board.
  • Evolve CRM reporting to cover additional metrics.
  • Address ad hoc reporting needs for CRM and stakeholders.
  • Provide support for credit administration activities for CRM, as needed
  • Participate in oversight of regulatory and SOX requirements for CRM.
  • Provide subject-matter expertise on behalf of CRM for Bank-wide projects and initiatives.
  • Participate on or lead CRM-focused projects, including technology projects and stress testing
  • Other duties as required

Knowledge, Skills and Experience Requirements :
  1. Bachelor's degree or equivalent experience
  2. 10 years minimum banking experience, with a focus on data and reporting
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