Booking Review Analyst

Bank Of The West Tempe , AZ 85280

Posted 4 months ago

At Bank of the West, our people are having a positive impact on the world. We're investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people's lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we're a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth.

Job Description Summary

Under general direction, responsible for evaluating and analyzing complex information to support projects and/or the overall management of the Equipment Finance Division (EFD). Develops and documents business requirements and/or solutions and leads efforts to solve problems and issues related to Equipment Finance operations. Ensures all Bank and department policies, procedures, and service level agreements are adhered to by coordinating and/or completing reviews of booked transactions. Provides recommendations to Equipment Finance management regarding operational efficiency and effectiveness of risk controls. Develops pipeline and management reporting, and documents business proposals to offer solutions for issues related to department or group operations. Also obtains and analyzes data/metrics to support overall management of department and to support projects, as needed. As necessary, may support the Equipment Finance by assisting in the review/administration of leasing transactions. This is the senior staff level position within Equipment Finance Division's organization and requires expert level understanding of the end to end lease process and complex funding structures, as well as knowledge of department systems, policies, procedures, and service level agreements.

Essential Job Functions

  • Researches and identifies process improvement opportunities and makes recommendations to management.

  • Advises and leads in the planning and implementation of projects and strategic initiatives for the Equipment Finance.

  • Responsible for the effective communication to all business partners and users to ensure critical strategic decisions are vetted and well thought out prior to implementation.

  • Drives business team members to define business needs through utilization of effective elicitation techniques.

  • Oversees the examination of current business processes and makes recommendations for improving quality and/or increasing efficiency within business unit operations.

  • Evaluates data gathered from multiple sources, reconciles differences, and ensures consistent approaches, data interpretation, and results measurements are employed.

  • Primary liaison with business partners, development team, and technology.

  • Acts as the "Subject Matter Expert" (SME) and provides business knowledge as needed.

  • Uses established knowledge and experience to mitigate risk without sacrificing quality.

  • Considers all potential risk before taking action and escalates issues to management as appropriate.

  • May assist Equipment Finance staff as necessary in the preparation/review of loan packages when necessary.

  • Uses knowledge and experience to mitigate risk and maintain quality.

  • Provides pipeline and management reporting for workflow management and to evaluate resource allocations.

  • May perform audits to ensure accuracy of transactions and validity of risk controls.

Other Job Duties

  • Guides other staff in drafting and approving non-standard or complex language, amendments and addendums, resolves tax and documentation issues should they arise. Provides training to less senior team members as needed.

  • Performs other duties as assigned.

Required Experience

  • Bachelor's Degree Business Administration, Accounting or Finance and/or equivalant work experience

  • Minimum 5 years' experience in reviewing, approving and releasing complex disbursement fund structures to the vendors/dealers/discounters/brokers.

  • Experience in ensuring proper handling/application of sales and use tax and UCC filings.

  • Responsible for releasing the transaction for booking to the Bank of the West accounting system.

  • Ability to oversee and back up peer review of paperwork in order to meet quick funding and booking turnaround time.

  • Has authority to execute documents on behalf of Bank of the West and release contracts for booking into the back end system.

  • Ability to perform the due diligence on the secondary markets transactions.

  • Ability to act as the expert on handling and application of the sales and use tax and UCC filing.

Equal Employment Opportunity Policy

Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.

Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.

"While Bank of the West considers all applicants, we will not sponsor candidates for work visas at this time."

#LI-AM1


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Business Initiatives Manager Analytic Quality Review (Aqr) Shared Services

Wells Fargo

Posted 2 days ago

VIEW JOBS 8/22/2019 12:00:00 AM 2019-11-20T00:00 Job Description At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Data Management and Insights (DMI) is transforming the way that Wells Fargo uses and manages data. Our work enables Wells Fargo to empower and inform our team members, deliver exceptional experiences for our customers, and meet the elevated expectations of our regulators. The team is responsible for designing the future data environment, defining data governance and oversight, and partnering with technology to operate the data infrastructure for the company. This team also provides next generation analytic insights to drive business strategies and help meet our commitment to satisfy our customers' financial needs. The Enterprise Analytics and Data Science team within DMI is looking for a Manager within the Analytic Quality Review (AQR) Shared Services team. AQR plays the critical role of performing advanced quality reviews of high-risk data analysis activities including customer remediation population identification and complex regulatory and legal data requests KEY RESPONSIBILITIES INCLUDE: As part of a group focused on preserving the customer experience across the organization, this Business Initiatives Manager will be responsible for overseeing a team of Business Initiative Consultants within the oversight team. This team will be responsible for creating and documenting policies and procedures, maintaining program surrounds and managing the AQR intake process. Specifically: * Identify metrics which track & evaluate performance of the AQR Team and overall program * Continually work on process improvement and redesign of the review and supporting processes * Provides leadership in the integration & implementation of the AQR team with cross functional business partners * Manages and executes Change Management Initiatives * Manages new project intake and recognizes the significance of competing priorities and strategies, and adjusting as necessary * Conducts intake documentation reviews to ensure compliance with policy and completeness of request As a Team Member Manager, you are expected to achieve success by leading yourself, your team, and the business. Specifically you will: Lead your team with integrity and create an environment where your team members feel included, valued, and supported to do work that energizes them. Accomplish management responsibilities which include sourcing and hiring talented team members, providing ongoing coaching and feedback, recognizing and developing team members, identifying and managing risks, and completing daily management tasks. Location(s): Irving, TX; West Des Moines, IA; Minneapolis, MN; Phoenix, AZ; Salt Lake City, UT; Atlanta, GA; Fort Mill SC. Other locations may be considered within the Wells Fargo Data Management and Insights footprint. Required Qualifications * 8+ years of experience in one or a combination of the following: project management, implementation, or strategic planning * 3+ years of leadership experience Desired Qualifications * Strong analytical skills with ability to turn findings into executable plans to meet business objectives * Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment * Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important * Virtual leadership experience with ability to effectively drive results, provide feedback/direction, and manage and build relationships with leaders and team members in a geographically dispersed team environment * Experience identifying inefficiencies, finding opportunities to streamline business processes, and implementing change * Ability to consult, build, and maintain solid working relationships in and outside of immediate department * Excellent verbal, written, and interpersonal communication skills * Knowledge and understanding of technical documentation: creation of detailed design and technical artifacts * Experience creating tools and processes used to gather and track information * Knowledge and understanding of Six Sigma methodology Other Desired Qualifications * Experience in managing teams that have created tools and processes used to gather and track information Job Expectations * Ability to travel up to 20% of the time Disclaimer All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. Wells Fargo Tempe AZ

Booking Review Analyst

Bank Of The West