CMS Documentation and Analytics Analyst

Signature Bank

Description

Did you know?

There has never been a better time to join Flagstar Bank! On March 20, 2023, Flagstar Bank, N.A., the wholly owned subsidiary of New York Community Bancorp Inc., acquired substantially all of the deposits and certain loan portfolios of Signature Bridge Bank, N.A., which now operates as Flagstar.

With this transaction, Flagstar is now one of the largest commercial banks in the country, with a fortress-like balance sheet, strong liquidity, and excellent asset quality metrics. The regulatory approval of the acquisition clearly reflects the strength of the combined institution. Our clients continue to be serviced by their Private Client Group in the same client-centric single-point-of-contact strategy that Signature Bank was known for over the last two decades. 

Our employees remain a critical foundation of our organization, with enhanced opportunities for career development, while participating in top-tier benefits plans. Apply today for immediate consideration below!

What you should know about the CMS Documentation and Analytics Analyst role:

This role serves as an entry level support function. It provides administrative sales support from a documentation and analytical perspective to the Cash Management Sales team. Support duties include data input, processing and verification with associated filing and distribution of related materials. 

In this role, your primary responsibilities will include:

  • Reviews all PCG/CM Sales Officers’ pre-implementation paperwork and ensures proper and current documentation is received and completed properly, including banking documentation.
  • Submits, tracks and follows-up on all board requests for onboarding new/additional CM services for clients of the Bank.
  • Enters and maintains data in the CM Sales Portal for tracking all services from the beginning of the process to final closure including submission to OTG.
  • Reviews and dissects existing clients’ or prospective clients’ account analysis or bank statements.
  • Commuicates effectively with PCG's and various internal bank departments.
  • Prepares banking proposals at the request of CM Sales Officers for clients/prospects.
  • Assists in the managing of the CM Sales Officer pipelines that will be utilized to create job performance analytics.
  • Reviews monthly analysis statements to ensure customized pricing updates were completed properly.
  • Assists new and existing Sales Officers/PCG's with preparation of CM paperwork when needed.
  • Submits customized pricing requests from PCG's into the XAA sharepoint system.

To be successful, your background should match these qualifications:

  • High school diploma or general education degree (GED)
  • 0 - 2 years in an administrative support capacity
  • Strong technical skills preferred, client oriented, detail oriented
  • Handle high volume of documentation accurately and efficiently
  • Superior organizational skills, strong interpersonal and presentation skills

Compensation:

Flagstar Bank, N.A. offers a base salary in this position with a range of $27.40 - $33.34 per hour, dependent on qualifications and experience. In addition, there is an annual bonus plan that is paid based on merit and performance in the role. 

For those candidates applying to locations in San Francisco: Flagstar Bank, N.A. will consider for employment qualified applicants with criminal histories consistent with San Francisco Fair Chance Ordinance and federal laws applicable to Flagstar Bank, N.A.

View available Careers with Flagstar N.A. at www.signatureny.com/careers

We are an Equal Opportunity Employer. 

#LI-SQ1

Read Full Description
Confirmed 30+ days ago. Posted 30+ days ago.

Discover Similar Jobs

Suggested Articles