• Build, solidify and maintain a small business community network.
• Coordinate all vendor management tasks inclusive of working with external vendors and internal employees
• Establish professional and working relationships with internal partners. Ongoing partnership and engagement with CRA department, vendor risk owners and coordinate closely with the vendor risk assessment team to ensure proper engagement and governance is being followed during the onboarding, due diligence phase of vendor management
• Identify and assess community partnerships’ viability aligning with CNB’s goals and objectives
• Maintain proper information/documentation and records related to the vendors for both internal and external audits.
• The Investor Accounting Analyst is responsible for performing reporting, remitting, reconciliation, research, root cause identification, resolution, and remediation for serviced loans
• Portfolio management include such small business loans credit performance oversight adhering to 2LOD’s standards
• Assist with the development and communication of vendor management standards, processes, and procedures in alignment with VMO policies and procedures. y and goals.
• Support, track and report on vendor management milestones, activities, and all incoming requests for vendor related assistance
• Responsible for ensuring all investor guidelines are adhered to including accurate and timely reporting and remittance requirements using internal servicing systems, database, and reporting tools
• Coordinating with Community Lending, MADE and CRA to manage the process for submitting and tracking requests for charitable contributions.
• Ensures the completion of accurate and timely reconciliation of all custodial, clearing, and general ledger accounts within the established timelines.
• Routine reporting to PBB leadership on key metrics
• Manage the onboarding process coordinating with the vendor management office
• Coordinate all vendor management tasks inclusive of working with external vendors and internal employees
• Ensures exception items are handled in compliance with corporate and investor policies and requirements

Must-Have*

• Bachelor's Degree
• Minimum of 3 years experience in third party engagement/vendor management experience in the financial services industry
• Minimum of 3 years of project management or related experience
• Minimum of 7 years in small business community development (CDFI, SBIC, Non-Profit organizations)

Skills and Knowledge

• Strong project management skills (organizing, planning, reporting, documenting, driving tasks to closure, etc.)
• Strong qualitative analytical skills, working with data and drawing conclusions
• Seasoned problem-solving, analytical and decision-making skills.
• Excellent verbal and written communication skills.
• Ability to create influential documents, presentations and group or team facilitation.
• Advanced knowledge of Microsoft Office tools; specifically, Excel and PowerPoint