CRM Administration, Governance & Reporting

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