Data & Reporting Analyst

Position Summary

The Data Manager role offers the opportunity to be PrimaLend’s primary resource for keeping our client reporting up to date and accurate within our credit management system. This role is

vital in making sure that PrimaLend is lending on the most complete information available and to get our client’s Borrowing Bases out in an accurate and timely manner. A Data Manager’s primary focus will be pulling client data directly from our client’s data management systems and formatting it to align with PrimaLend’s reports and credit software. In addition, this role will be responsible for the completion of statistical and financial models to assess client’s business standing. This role will require diligent time management and the ability to work on multiple projects at once while meeting sensitive deadlines.

Position Responsibilities

Update Borrowing Bases in accordance with a set schedule and as needed
Work in unison with the Client Manager to ensure exceptional service to the client
Assist with data analysis and statistical models for clients to achieve their goals
Compile reports for use in rolling statistical analysis of sales and portfolio trends
Update client risk ratings on a quarterly basis and as needed
Help compile dealer information for annual renewals with the credit committee
Work with collateral staff to ensure all necessary collateral is logged and accounted for
Monitor credit statistics on a client and company scale
Assist in the quality assurance and fraud prevention to mitigate company risk
Complete additional projects, reporting and various tasks on an as needed basis

Job Skills and Qualifications:

Bachelor’s Degree in Finance, Accounting, Data Management, Statistics, or related business experience
Advanced Excel skills including but not limited to: VLOOKUP, SUMIF, Pivot Tables, IF Statements
Strong quantitative financial analysis skills and the ability to infer conclusions based on data
Ability to work on multiple projects at once to completion
Diligent work ethic with a proven ability to consistently perform
Comfortable working with large data sets and financial information
Communicate effectively both externally and internally via phone, email, and in-person meetings
Team oriented and can work well within a team setting
Maintain the highest levels of professionalism, punctuality, and positive attitude