Commercial Loans Data Analyst

Post Date

Feb 26, 2025

Location

Charlotte,
North Carolina

ZIP/Postal Code

28202
US
Jun 24, 2025 Insight Global

Job Type

Contract

Category

Financial Services

Req #

CLT-765064

Pay Rate

$48 - $61 (hourly estimate)

Job Description

The CFO Data Management (CFO DM) Capital Loans team supports Treasury users of retail and wholesale loan data with a primary focus of ensuring the data consumed by Enterprise Capital Management (ECM) is fit for purpose and facilitating the sourcing of new data based on new or changing regulatory requirements. Key responsibilities include triaging and remediating data incidents, performing data analysis, and performing impact analysis stemming from data updates. Job expectations include helping in defining access and ownership of data by domain, conducting quality control, and overseeing data maintenance. This is an individual contributor role.

Key Priorities:
Analyze Loans data from upstream providers to ensure the base data is accurate, complete, and fit for use in critical Regulatory Capital reports and internal analyses by the ECM team in Treasury
Leverage subject matter expertise (SME) on Loans products and standard analytics tools (SQL, Excel, Tableau, etc.) to identify data issues and trends quickly, and communicate findings to key stakeholders within CFO DM, upstream data providers, and downstream Treasury LOBs at the appropriate level of detail for the intended audience
Manage relationships with diverse data partners and technology teams to support initiative work within tight timelines
Collaborate with PMO Leads to provide updates on project timelines, deliverables and obstacles / challenges
Partner with upstream data providers and technology teams to test/approve data fixes, enhancements and upstream migrations impacting the Capital data supply chain
Help triage and resolve data incidents in a timely manner
Unwind SQL and ETL layers in Oracle database to perform root cause analysis, understand logic/derivations, and work with internal and upstream tech partners to resolve issues in a timely fashion
Operational Excellence Seek out and actively engage in opportunities to streamline and improve processes

We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com. The EEOC "Know Your Rights" Poster is available here.

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .

Required Skills & Experience

5-10 years experience
Advanced knowledge of Microsoft software (Excel, Word, Power Point) including advanced excel functions such as pivot tables and VLOOKUP to supplement SQL skills when performing complex data analysis
Hands-on experience querying and analyzing large sets of data using SQL
Ability to work in a fast-paced environment, be creative, and be able to balance multiple priorities simultaneously
Strong analytical and problem-solving capabilities
Ability to work independently and take lead on addressing issues
Relational database systems/data warehousing knowledge (Oracle, DB2, etc.)
ETL knowledge

Nice to Have Skills & Experience

Experience working with Loans/GL reconciliation/deposits
Capital markets product knowledge (specifically banking products)
Commercial loans experience
Knowledge and prior experience with Regulatory Reporting / Capital
Banking or Financial Experience
Familiarity with Bank of America Enterprise Data Management Policy & Standards
BI Tools (PowerPivot, Tableau)
Reconciliation experience
Data Warehouse experience

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.