Credit Operations & Enhancement Associate
Core
Support the Credit Department by initiating and maintaining enhancement projects, managing data, and optimizing workflows for construction and commercial loan portfolios.
Role type
Associate credit operations specialist
Builds
Data scrubs, draw packages, portfolio analytics, and reporting dashboards
Domain
Banking / Credit Operations
Required skills
Data scrubbing, workflow design, invoice management, TRID fee monitoring, Smartsheet administration, Agile reporting, Power BI, portfolio analytics
Preferred skills
Process optimization, stakeholder communication, project management
Technologies
Smartsheet, Power BI, Abrigo Sageworks, FIS Insight, Image Center, Microsoft Office Suite
Responsibilities
Send approved invoices to Accounts Payable; Manage TRID fees for consumer construction loan portfolio; Prepare draw packages for Consumer Construction and Collateral Services Team; Perform data scrubs; Create and maintain Smartsheets; Write Agile reports in Core system and Data Warehouse; Administer Commercial Land Development loan portfolio; Identify process bottlenecks and improve procedures.
Seniority
Entry-level to Junior, hands-on IC