Business Systems & Project Analyst

Make Your Move; United States; Sur place; USD 82 000 - 131 000; Plein temps

Avantages offerts par ce poste

Health benefits

401(k) matching

Tuition reimbursement

Employee referral program

Holiday reception

Summer family outing

Résumé du poste

Salem Five is a growing regional financial services organization with a long history and a strong community focus. This role supports Commercial Lending systems, data analysis, and cross-functional projects from our Salem, MA office.

You will collaborate with technology partners to implement LOS, CRM, core banking, and client portal enhancements, while delivering dashboards and reports for audit and regulatory needs.

Qualifications

• Gather and document business requirements, workflows, and system needs.
• Experience with LOS, CRM, core banking, client portal.
• Liaise between Commercial Lending and technology teams.
• Develop dashboards and reports for audit and regulatory needs.
• Analyze data to identify trends and risks.
• Coordinate user acceptance testing and system releases.
• Support data quality and controls.
• Represent Lending on cross-functional projects.
• Maintain SharePoint content and provide training.

Responsabilités

• Gather and document business requirements, workflows, and system needs; identify opportunities to improve processes, efficiency, and automation.
• Support the administration, configuration, testing, implementation, and ongoing enhancement of Commercial Lending systems, including LOS, CRM, Core Banking, and client portal.
• Serve as a liaison between Commercial Lending and technology partners, troubleshooting system and data issues and coordinating resolution.
• Develop and enhance recurring and ad hoc reports, dashboards, metrics, and analysis to support business, audit, and regulatory needs.
• Analyze operational and financial data to identify trends, risks, exceptions, and opportunities, and translate findings into actionable recommendations.
• Coordinate user acceptance testing, document defects, validate results, and support system releases and implementations.
• Support data quality through validation, reconciliations, exception monitoring, and appropriate controls.
• Represent Commercial Lending on cross-functional projects and independently manage assigned analyses and workstreams.
• Maintain Commercial Lending SharePoint content and provide system training and support to employees and clients.

Connaissances

Business analysis

Systems support

Project delivery

Financial services

Commercial lending

Formation

Associate degree

Bachelor's degree preferred

Outils

Power BI

SharePoint

SQL basics

Description du poste

Salem Five is a growing regional financial services organization with a rich history of over 170 years. As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers.

This position requires the ability to work in the Salem, MA office.

Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families.

Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we’re all about.

JOB DUTIES AND RESPONSIBILITIES include, but are not limited to the following:

• Gather and document business requirements, workflows, and system needs; identify opportunities to improve processes, efficiency, and automation.
• Support the administration, configuration, testing, implementation, and ongoing enhancement of Commercial Lending systems, including the Loan Origination System (LOS), CRM, Core Banking platform, and client portal.
• Serve as a liaison between Commercial Lending and technology partners, troubleshooting system and data issues and coordinating resolution.
• Develop and enhance recurring and ad hoc reports, dashboards, metrics, and analysis to support business, audit, and regulatory needs.
• Analyze operational and financial data to identify trends, risks, exceptions, and opportunities, and translate findings into actionable recommendations.
• Coordinate user acceptance testing, document defects, validate results, and support system releases and implementations.
• Support data quality through validation, reconciliations, exception monitoring, and appropriate controls.
• Represent Commercial Lending on cross-functional projects and independently manage assigned analyses and workstreams.
• Maintain Commercial Lending SharePoint content and provide system training and support to employees and clients.

Education and/or Experience

• Associate's degree or equivalent relevant experience required; Bachelor's degree in business, finance, information systems, analytics, or a related field preferred.
• Experience in business analysis, systems support, project delivery, financial services, or commercial lending preferred.
• Experience gathering requirements, analyzing business processes and data, supporting system enhancements, and coordinating user acceptance testing.
• Strong analytical, critical-thinking, organizational, and problem-solving skills.
• Effective written and verbal communication skills with the ability to collaborate across business and technical teams.
• Ability to manage multiple priorities independently with strong attention to detail.

Technical Skills

• Advanced Microsoft Excel, including formulas, PivotTables, lookups, data validation, reconciliation, and analysis.
• Proficiency with Microsoft 365, including SharePoint, Teams, Word, PowerPoint, and Outlook.
• Experience with enterprise systems such as loan origination, CRM, core banking, client portal, or similar platforms.
• Experience developing reports, metrics, dashboards, and business analysis.
• Familiarity with Power BI or comparable data visualization tools preferred.
• Experience with requirements documentation, process mapping, testing, troubleshooting, and data-quality controls.
• Familiarity with commercial lending workflows, system integrations, workflow automation, and basic SQL/database concepts is a plus

Benefits/Incentives

We offer a comprehensive benefits package designed to support your well‑being and success, including medical, dental, and vision coverage; Flexible Spending and Health Savings Accounts; 401(k) matching; and tuition reimbursement. You will also enjoy additional perks such as our employee referral program, annual holiday reception, summer family outing, and more.

Salary Range

$81,987.00 to $131,179.00

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, and performance. This range may be modified in the future.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; sit; use hands to finger, handle, or feel; and reach with hands and arms. The employee is occasionally required to climb or balance; stoop, kneel, crouch, or crawl; and taste or smell. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.