Job Details

Description Scope of Position The Retail Lending Reporting Analyst is responsible for the completion and analysis of lending performance reporting for both Branch and Broker channels. This includes the preparation of regular and ad-hoc reporting covering retail lending production and related operational metrics. In addition, there will be analytics and forecasting requirements for specialized programs and initiatives, as well as gathering data used for regulatory reporting.

The position is cross functional by providing indirect support to other business units such as treasury, product and marketing through the reporting and related insights provided.

Major Responsibilities

• The position will create and maintain retail lending production and operational reports. with the use of various technology tools such as Cognos BI, Access, Microsoft Power BI and Excel;
• Manage capacity and workload of regular reporting requirements against competing priorities and deadlines;
• Provide insights, recognize trends, and investigate root causes as needed within the scope of the reports created and maintained
• Periodically validate the data being captured from various sources
• Work with cross-functional teams to achieve company and business unit initiatives;
• Maintain positive relationships with key internal and external stakeholders to drive best practices throughout the departments and organization;
• Analyze and interpret both quantitative and qualitative data with a view to enhance overall production and operational efficiency. Assist with forecasting models and providing key performance indicator results.
• Update dashboards, spreadsheet reports and written reports to present findings in clear, concise summaries; Highlighting performance measure such as monthly, quarterly, yearly, versus plan and year over year.
• Keep management well informed of activities and significant issues
• Assist with project research as necessary: this includes coordinating activities with colleagues, management etc.
• Provides operational support to other areas, as required.

Expectations / Outcomes

• Optimal management of complete, accurate, and timely Retail Lending performance reporting for the key metrics identified.
• Enhanced reporting to business unit leaders, Executive Leadership Management, and Board of Directors.

Qualifications Educations / Certifications / Experience

• Bachelor’s degree in Business, Economics, Mathematics, or Statistics – or equivalent work experience; and
• 1 year of experience in data analysis, preferably in a financial institution environment.
• Operational Retail Lending experience of at least 2 years.

Knowledge / Skills

• Excellent analytical skills, and the ability to develop processes and methodologies;
• Understanding of standard banking operations, including familiarity with banking systems, and financial products & services technologies;
• Proficiency in Office applications (Outlook, Word, Excel, PowerPoint, Access, Adobe) and database software;
• Knowledge of Cognos Business Intelligence and Microsoft Power BI a significant asset;
• Understanding of market research and analysis techniques;
• Strong math skills and knowledge of statistics;
• Excellent written and oral communication skills;

Competencies

• Self-driven with the ability to take initiative, work independently in an accurate manner, and with excellent attention to detail;
• Demonstrated ability to meet tight deadlines and changing priorities;
• Client-focused attitude;
• Team-player actively sharing knowledge and experience; and
• Utmost dependability.

About Alterna Savings Alterna Savings and Credit Union Limited (Alterna) has been the Good in Banking™ for over 115 years creating financial services that transform lives for the better, all while giving back to our community. Alterna is made up of Alterna Savings and Credit Union Limited and its wholly owned subsidiary, Alterna Bank.

As the first full-service, member-owned cooperative financial institution outside Quebec, Alterna Savings shares its expertise with over 210,000 members through a network of over 40 branches across Ontario, as well as call centre and digital channels. Members and customers also benefit from an industry-leading online brokerage and investment management services.

Working at Alterna We are incredibly proud of our corporate culture of Integrity, Respect and Collaboration, where everyone works together towards a common goal; the financial wellbeing of our employees, members and customers. This commitment has earned us several prestigious employer awards, including the National Capital Region's Top Employers award for eight years running.

• Although we appreciate all applicants, preference will be given to candidates who most closely meet the qualifications, key skills, and competencies outlined above.
• Alterna is compliant with the Ontarians with Disabilities Act. If you have a disability, please contact our Recruitment Team and let us know how we can accommodate you.