Leasing Business Analyst

Job Location US-MD-Crofton | US-PA-Norristown
Type
Full Time

Overview

This position falls within the Commercial Fleet Leasing division and works directly with MD Head of Leasing National Sales, and MD Head of Leasing. Collect, report and manage data and analytics.  Assist with project development, management and implementation. Assist with other marketing and sales initiatives.

Responsibilities

Essential Functions

  1. Gathers business data through various channels including internal systems, finance and the lending/credit management team and prepare timely reports and summaries on key department operational metrics to support executive decision- making and strategy.
  2. Designs, prepares, and presents dashboards on the lease portfolio using existing systems to identify and collect relevant statistics. May involve adding various metrics and data to the systems to ensure that the appropriate statistics are easily accessible for reporting.
  3. Manages medium and certain complex projects using established project management tools and techniques.
  4. Reviews order and production pipeline. Updates all sales activity to assure quarterly activity quotas are met.
  5. Assists with Marketing workflow, including pipeline of social media, blog, and email output.
  6. Provides suggestions and recommendation on sales ideas, sales activities, and related tasks and coordinate execution of approved concepts.
  7. Supports various lending and credit analytical projects on an ad hoc basis, e.g. legal and financial budget/expense analysis and control, budget and operational analysis, financial forecasts, etc.
  8. Prepares and reviews monthly reports for recurring department and team meetings. Shares relevant measures, tracks performance against targets and identify opportunities and/or gaps. May make recommendations to mitigate present or future expenses/risks.
  9. Perform other duties as assigned.

Qualifications

Education/Experience Requirements

  • Undergraduate degree in a related field or an equivalent combination of training and experience.
  • Two years finance, credit or banking experience
  • High level of Excel and Access database proficiency

 

Preferred Requirements

  • SalesForce experience a plus (administration a major plus).
  • Strong working knowledge of financial analysis and reporting.
  • Comfortable presenting to small peer groups.
  • Excellent verbal, written, and interpersonal communication skills.
  • Excellent analytical skills including the ability to build financial models.
  • A team player able to work effectively in a team fostered, multi-tasking environment.
  • Proficient in Microsoft Office suite, e.g., Excel, PowerPoint, Word, Outlook.
  • Some travel may be required (regional, national).

Background & EEO Statement

Working at The Bancorp Bank, N.A. and Benefits Information: click here

 

Employment with The Bancorp Bank, N.A. includes successfully passing a background check including credit, criminal, education, employment, OFAC, and social media background history.

 

The Bancorp Bank, N.A. is an EQUAL OPPORTUNITY EMPLOYER and will not discriminate on the basis of race, color, religion, gender, gender, identity, sexual orientation, pregnancy, citizenship, national origin, age, disability, genetic information, veteran status or other protected category with respect to recruitment, hiring, training, promotion, and other terms and conditions of employment.

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