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Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives
Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics
Determine areas of strength or Business Execution opportunity within defined scope of work
Review and research strategies and action plans to establish effective processes while meeting performance metrics and policy expectations
Utilize independent judgment to guide moderate risk deliverables
Present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business
Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business
Collaborate and consult with leaders and executive management
Provide work direction to less experienced Strategy and Execution staff
Perform independent, risk-based credit quality reviews to assess adherence to credit policies, procedures, and regulatory expectations
Support ongoing credit monitoring and quality assurance programs, ensuring consistent application of enterprise QA standards
Provide actionable recommendations to strengthen controls, improve credit quality, and prevent recurrence of issues
Lead process trainings for the new hires / colleagues
Identify gaps in SOPs and update as per requirements with evolving process
Conduct regular calls with Lines of Business on quality and secondary reviews performed
Manage multiple LOB relationships by being their primary contact for problem resolution & Escalations
Responsible for overviewing reviews performed by the team member in event of Judgement based workflows or contrary views of Reviewers with LOB/Underwriters and play instrumental role in resolution of the conflict
Receive direction from leaders and exercise independent judgement, while developing an understanding of policies and procedures, best practices, and initiatives
Determine areas of strength or Business Execution opportunity within defined scope of work
processes while meeting performance metrics and policy expectations
Requirements
2+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Master / Professional education in Finance (MBA Finance, CA, CFA)
2+ years of experience in Banking Industry, with which exposure to credit risk management teams or processes
Experience in understanding financial statement and financial analysis, with exposure in wholesale lending as an underwriter or reviewer
Strong understanding of credit risk concepts, lending products, ratio analysis and credit lifecycle
Working knowledge of Quality Assurance / Quality Control frameworks in a regulated environment
Exposure to U.S financials and analysis and understanding of Leveraged lending loans
Understanding and Application of AI Tools: Ability to leverage AI platforms (e.g., Microsoft Copilot, GitHub Copilot, Tachyon, Agent space) for routine tasks such as summarizing information, drafting content, and analyzing data, while maintaining human oversight
Critical Thinking: Ability to interpret AI outputs, validate insights, and make informed business decisions
Responsible AI Use: Awareness of ethical considerations, data privacy, and compliance when using AI solutions
Adaptability and Continuous Learning: Commitment to upskilling and staying current with emerging technologies
Nice to have
Excellent verbal, written, and interpersonal communication skills
Proficient in MS PowerPoint & MS Excel, within which exposure to Macros would be an added advantage
Excel VBA, Power BI and SQL would be added advantage
Reporting specialist for developing and maintaining complex reports and dashboards to support process