Loan Admin – ACBS Experience
Halcyon Solutions
Anil
Posted 1 month ago
Must require Commercial Loans, ACBS
Responsibilities
- Build trusted client relationships through proactive account management and effective project delivery.
- Establishes knowledge of client business challenges and priorities to translate into opportunities.
- Maintains regular client communication and satisfaction, ensuring opportunities and challenges are addressed in a timely manner.
- Helps deliver presentations to clients and management teams.
- Contributes to project discoveries, kickoff, prepare proposals and statements of work following company standards.
- Translate client’s business needs into detailed business requirements documents, use cases and systems interaction diagrams.
- Works with customers to establish approved wireframes and mock-ups for solutions.
- Assists project team to establish high, mid, and micro level plans for project team.
- Helps to establish critical path, milestones, delivery dates, and review client deliverables to ensure they meet client acceptance criteria.
- Provides leadership throughout the lifecycles of a project, guiding the understanding the project team has through design and development to ensure project requirements are met
- Helps establish project test strategy, methodologies, test plans as well as assist with test execution.
- Instills team commitment to company delivery methodologies and practices.
Qualifications
ACBS SME, from a Team Lead/business analyst and/or project management perspective
• Strong understanding of back office operations controls (wash accounts, reconciliations, etc.)
• Prior experience leading a team, a plus Production Reporting/Process Improvement, escalation point of contact,
executing as time permits