Financial Systems Analyst

At ServisFirst, Our Name is Our Mission.

DUTIES AND RESPONSIBILITIES

The Financial Systems Analyst serves as loan origination system administrator and prepares reports by collecting, analyzing and summarizing information. Financial Systems Analysts is responsible for monitoring performance and quality control plans to identify improvements. As administrator, they provide technical strategy and direction to ensure that the application is effectively implemented and managed across our Sales, Marketing, Technical Services and Support, and Operations. This position offers best practices and recommendations for process integration, application development, deployment and ongoing enhancements of the platform.

The incumbent will :

• Prepare reports by collecting, analyzing and summarizing information
• Provide support to internal end-users of different systems
• Work with management to prioritize business and information needs
• Identify project requirements by interviewing business stakeholders, analyzing operations, determine project scope and documenting results
• Create and maintain databases and management reports; analyze and interpret data to identify anomalies, trends and opportunities for improvements
• Works under limited to moderate supervision to analyze and solve mildly complex operational and systems-related issues
• May manage small projects requiring some coordination and / or contribution to task forces or project teams
• Interpret data, analyze results using statistical techniques and provide ongoing reports
• Develop and implement databases, data collection systems, data analytics and other strategies that optimize statistical efficiency and quality
• Acquire data from primary or secondary data sources and maintain databases / data systems
• Identify, analyze, and interpret trends or patterns in complex data sets
• Filter and "clean" data by reviewing computer reports, printouts, and performance indicators to locate and correct code problems
• Locate and define new process improvement opportunities
• Create and manage custom objects, fields, formulas, validation rules, custom workflow, and approval processes
• Design, document, build, test and deploy enhancements to nCino custom objects, page layouts, workflows, alerts, reports and complex dashboards
• Maintain and utilize the test environment
• Maintain user roles and profiles, security settings, access settings etc. (User Profiles, Role Hierarchy, Sharing Rules and Security)
• Research changes in upcoming versions of nCino and other integrated applications
• Provide recommendations when necessary to enhance efficiency and productivity
• Develop and maintain report folders, dashboards, etc. to improve system usability
• Maintain a holistic view of all business processes and users in the system to understand cross functional impacts regarding configuration, process, workflow and reporting
• Lead user requirement sessions and document user requirements to address changing business needs
• Take lead responsibility for the implementation of any statement of work for new functionality
• Troubleshoot system issues by opening tickets and monitoring for resolution
• Perform routine review of code, configuration, data, and usage to ensure long term viability, integrity, and adoption
• Understand existing system reports, the functionality of each and how they support management initiatives
• Create ad hoc reports as requested by management, sales and operations staff
• Keeps management apprised of project status and creates a system to allow for the continuous flow of information among all business stakeholders
• Change Management
• Responsible for understanding and keeping abreast of regulatory changes that impact applicable systems and loan origination practices
• Maintain records of all changes made to applicable systems including date change implemented and required approval for change
• Maintain library of all business rules / credit policies
• Maintain document libraries. Build custom documents, letters, email templates as requested
• Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies

Note : Reasonable accommodation may be made to enable otherwise qualified associates / applicants with disabilities to perform the essential functions of the job.

Note : Additional duties and responsibilities may be assigned.

MINIMUM QUALIFICATIONS

PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS

The physical requirements and environmental conditions of this position consist primarily of :

EOE / AA