What are the responsibilities and job description for the Loan Services Project Analyst (Hybrid--Richmond, VA) position at Atlantic Union Bank?
This position is primarily responsible supporting the Loan Servicing team in project activities. This requires expertise in all Loan Servicing processes and the systems used to support them. The position directs production teammates to test system changes, to create new processes and procedures, risk controls. The position creates and documents test plans, tracks progress, documents and resolved issues related to loan servicing. It is also charged with coordinating and directing efforts used to remediate Archer issues.
Position Accountabilities
- Act as a subject matter expert for all Loan Services processes, procedures and policies.
- Matrix manage production staff when engaged in large projects such as system conversion or installation if new systems.
- Works to resolve control/compliance issues note in Archer such that the result is acceptable to Corporate Risk and Compliance
- Represent Loan Services to lines of businesses, Compliance, Retail Operations and various other areas participating in projects. Makes decisions regarding workflow changes.
- Maintains a detailed working knowledge of Loan Servicing’s use of various systems, e.g. Horizon Loan, Horizon Mortgage, LaserPro, Ceris, iLien, DealerTrack, CRA Wiz, nCino, etc.
- Ensures all new or modified processes adhere to all applicable laws and regulations governing bank operations, including compliance with the Bank’s BSA/AML Policy and Procedures
- Documents procedures and process flows including process flow charts.
- Creates and leads Loan Services training related to project changes.
- Determines the budgetary impact of projects – of the project itself as well as ongoing expense.
- Signs off on projects stating they have been completed to the standards mandated by the Project Management Office.
- Ensure excellent service is provided to our internal partners and customers.
- Identifies and resolves issues within assigned projects
- Performs all other job duties as assigned and provide assistance to support team
- Provide high degree of professionalism and confidentiality in handling and having access to sensitive information.
- Takes accountability for entire process from receipt of work to resolution and closure. Provide recommendations on areas of opportunities
- Ensure that Loan Services meets its assigned project schedule
- Creates task plans and time estimates for Loan Services activities in assigned projects
- Creates and executes project test plans that ensure all aspects of changes have been validated.
- Proactively communicate project status to the manager of Loan Servicing and Bank Operations and escalating issues in a timely manner.
- Estimates the staffing impact to Loan Servicing of projects
- Identifies and evaluates project risks related to Loan Servicing
- Works with vendors as needed to design and evaluate services required for operational changes.
- Ensures that SOX controls are created/redesigned and approved for the corporate SOX committee for project changes
Organizational Relationship
This position reports to the Director of Loan Operations
Position Qualifications
Education & Experience
- Bachelor’s degree.
- Minimum of 6 years of loan operations experience
- At least 3 years of project experience
- Extensive loan project experience
- Banking/accounting/finance experience required
Knowledge & Skills
- Creation of project task and test plans
- High level of accuracy and great attention to detail
- Excellent oral and written communication skills
- Ability to interact with all levels of management
- Operational process design
- Six Sigma training
- Detail oriented and quality focused
- Flexible, able to adapt to change
- Ability to prioritize tasks and meet deadlines
- Able to handle prioritize multiple assignments
- Experience with loan operations processes.
- Familiar with loan documents
- Substantive knowledge of regulatory and legal requirements for loan operations
- Experience with MS Office Suite
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.
We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace.
