Credit System & QA Specialist: Process Optimization & Training

United Fidelity Bank, fsb; United States; On-site; USD 60,000 - 85,000; Full time

Job summary

United Fidelity Bank is seeking a Credit System and QA Specialist to assist the Credit and Lending teams with report writing and procedures development. The role supports the Officer, Credit System and Process Administrator and coordinates cross-department efforts to optimize workflows.

The position emphasizes system enhancements, training, and documentation, while ensuring lending regulations compliance and confidentiality across a busy banking environment in Evansville, IN.

Qualifications

• Bachelor’s degree in Project Management, Business Administration, or a related field.
• 1+ years of data analysis experience.
• 1+ years of experience, with understanding of lending operations and related controls required.
• Experience in Abrigo Sageworks preferred.

Responsibilities

• Act as primary backup to the Officer, Credit System and Process Administrator.
• User support and troubleshooting.
• Stay current with system enhancements.
• Assist with ongoing improvement projects, including set up and testing for new features.
• Assist with developing system reports upon request.
• Assist with developing and implementing strategies to optimize processes, which may involve redesigning workflows, introducing new technologies, or revising procedures.
• Provide additional support to various departments to ensure processes are aligned through the organization, facilitating communication and resolving issues.
• Assist and lead the credit and lending leadership team with key project phases such as initiation, planning, testing, execution, monitoring, and closure.
• Collaborate with appropriate team members to design, develop and deliver end-user documentation in both technical and user-friendly language, including procedures.
• Research and troubleshoot issues when they arise.
• Prioritize and escalates issues by working with team members and/or external vendors to resolve.
• Assist credit and lending team with training include: Train users in new or updated processes Provide ongoing support and troubleshoot any issues users encounter with processes.
• Provides back up when needed for any departmental functions.
• Remain current on all areas of lending regulations.
• Actively maintain a working knowledge of systems and procedures.
• Maintains courteous and effective communication with internal and external customers.
• Maintains confidentiality, ensuring client privacy.
• Complies with all rules and regulations associated with lending.
• Perform duties related to the Bank Secrecy Act under the guidance of the BSA Officer.

Skills

Strong organizational skills

Multi-tasking abilities

Decision-making under pressure

Critical thinking

Verbal and written communication

Microsoft Office literacy

Independent work

Education

Bachelor’s degree in Project Management or Business Administration

3+ years of education/experience in lieu of degree

Tools

Abrigo Sageworks

Job description

United Fidelity Bank is seeking a Credit System and QA Specialist to assist the Credit and Lending teams with report writing and procedures development. The role supports the Officer, Credit System and Process Administrator and coordinates cross-department efforts to optimize workflows.

The position emphasizes system enhancements, training, and documentation, while ensuring lending regulations compliance and confidentiality across a busy banking environment in Evansville, IN.