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CRM Administration, Governance & Reporting
- Amalgamated Bank (New York, NY)
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Grade: FLSA:
Purpose of Position:
Conduct Credit Risk Management reporting for Board and Bank management, provide additional reporting, administration and governance support for CRM.
Essential Job Functions:
+ Execute CRM management and Board reporting in line with established cadences.
+ Identify and execute opportunities to automate CRM reporting for efficiency.
+ Engage with business line and operational partners to ensure data accuracy and consistency.
+ Conduct enterprise -wide reporting and analytics for the Bank’s Board.
+ Evolve CRM reporting to cover additional metrics.
+ Address ad hoc reporting needs for CRM and stakeholders.
+ Provide support for credit administration activities for CRM, as needed
+ Participate in oversight of regulatory and SOX requirements for CRM.
+ Provide subject-matter expertise on behalf of CRM for Bank-wide projects and initiatives.
+ Participate on or lead CRM-focused projects, including technology projects and stress testing
+ Other duties as required
Knowledge, Skills and Experience Requirements:
+ Bachelor’s degree or equivalent experience
+ 10 years minimum banking experience, with a focus on data and reporting
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CRM Administration, Governance & Reporting
- Amalgamated Bank (New York, NY)