Responsibilities

• Collect and validate data from internal systems, external sources, and other financial platforms
• Perform in-depth analysis of trends and patterns that impact the commercial banking sector, identifying areas of opportunity or risk
• Develop, produce, and maintain regular and ad hoc reports for senior management and other stakeholder
• Generate reports related to financial performance, credit risk, portfolio metrics, and other key areas within commercial banking
• Interpret data to create actionable insights and recommendations that drive business growth and operational efficiency
• Work closely with business leaders to understand reporting needs and adjust reporting processes as required
• Collaborate with other teams such as Risk, Finance, IT, and Compliance to ensure data accuracy and alignment across departments
• Present findings and reports to stakeholders, explaining complex data clearly and concisely
• Identify and implement process improvements to enhance reporting accuracy, speed, and efficiency
• Maintain knowledge of industry trends, regulatory changes, and best practices in financial reporting and analytics
• Prepare and deliver comprehensive reports summarizing review outcomes and identifying potential risks or concerns for the credit and lending teams
• Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise
• Attend educational events to increase professional knowledge
• Complete annual compliance and info security training to understand employees' role in maintaining effective compliance and security programs

Qualifications

• Bachelor’s degree in computer science, finance, or related field (A comparable combination of work experience and training may be substituted for education requirements.)
• A minimum of 5 years of experience in data analytics or reporting for commercial lending with a financial institution
• Experience with financial reporting in a commercial banking environment
• Proficient computer skills using Microsoft Word, Excel, and Outlook
• Proficiency in data analysis tools and software, such as Excel, SQL, and business intelligence tools (e.g., Tableau, Power BI)
• Proficient knowledge of MS SQL relational database theory and practice
• Proficient knowledge of logical and physical data modeling concepts (relational, and hierarchical)
• Experience writing complex queries, views, and stored procedures to extract data
• Ability to troubleshoot and analyze tables to establish knowledge of data for accurate retrieval and use in report writing
• Advanced knowledge of Microsoft Visual Studio, Microsoft SQL Server 2012, SQL Server Reporting/ Report Builder, SQL Server Integration Service, Analysis Services, and Microsoft SharePoint 2010
• Excellent analytical skills with the ability to interpret complex data sets
• Advanced credit, reporting, and administrative skills
• Ability to effectively present information and respond to questions
• Knowledge of credit underwriting, accounting, and loan documentation preferred
• Ability to prioritize tasks by effectively managing competing and changing priorities to meet deadlines
• Accurate, detail-oriented, and organized with task management
• Ability to analyze and resolve difficult and often complex problems or situations
• Strong written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators
• Strong knowledge and understanding of credit union products, services, policies, and procedures
• Strong knowledge and understanding of regulatory compliance
• Strong knowledge and understanding of credit union computer systems and software applications required to perform job duties

Benefits

• Financial Well-Being: Bonus Program up to 12%, 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts
• Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage
• Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO
• Community Involvement: Paid Volunteer Hours
• Growth: Degree Assistance up to $5,000 per year

For more information, including additional benefits, please visit our benefits website at https://careers.suncoastcreditunion.com/benefits

Company Overview

Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. 
For more information, please visit our careers site at https://careers.suncoastcreditunion.com/