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Reporting Specialist

4 months ago

Kansas City, United States Commerce Bank Full time

About This Job

The Support Specialist role is to provide loan collateral monitoring, loan and deposit portfolio reporting, sales and marketing support, and execution of portfolio review initiatives for new acquisition, cross-sell, profitability and retention of accounts/clients. 

Essential Functions

Facilitate and maintain various reporting tools to assist in loan collateral monitoring

Create and maintain various reports from different data systems (ie. business objects, insight analytics, Quest…)

Assist Management of private banking credit in monthly and quarterly loan portfolio reporting

Provide reporting to private banking management

Maintain database of internal products and competitive offerings for reference material for private bankers (ie Private Banking SharePoint Site)

Perform bulk Private Banker client portfolio reassignments

Work on various projects with other departments as needed.

Perform other duties as assigned

Knowledge, Skills & Abilities Required

Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities

Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills

Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values

Intermediate level proficiency with Microsoft Word, Excel, PowerPoint and Outlook

Education & Experience

Associate's Degree in Business Administration or equivalent combination of education and experience required. Bachelor’s degree preferred.

1+ year data management, analysis and/or mining experience preferred

***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Reporting Specialist - CTC job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $22.60 to $26.70 per hour. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click to learn more.