Senior Business Analyst, Credit Unions
New
T
The Modern Data CompanyCredit union data
US remoteFull-TimeSenior
Salary not disclosed
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Job Details
- Experience
- 10+ years of business analysis experience in the credit union industry.
- Required Skills
- SQLBusiness Analysis
Requirements
- Bring 10+ years of business analysis experience in the credit union industry.
- Have experience at a credit union, CUSO, core provider or consultancy serving credit unions.
- Have hands-on experience with at least one major core platform: Corelation KeyStone, Jack Henry Symitar, Fiserv DNA or FIS.
- Have direct experience with NCUA Call Reports and at least one of HMDA, CECL, BSA/AML or similar processes, including the underlying data.
- Understand credit union operations, lending, deposits, member services, sales and marketing, and how these functions measure performance.
- Have experience with reporting tools such as Power BI, Tableau, SSRS, Crystal Reports or Qlik.
- Be comfortable writing SQL to query, profile and validate data.
- Have a track record of seeing projects through to adoption and explaining data issues to credit union CFOs and business rules to engineers.
- Nice to have: experience delivering a credit union data warehouse, analytics program or core conversion.
- Nice to have: exposure to Snowflake, Databricks or Azure.
- Nice to have: experience working with or inside a CUSO.
Responsibilities
- Define requirements, success measures and acceptance criteria, and stay involved through client adoption.
- Lead working sessions with credit union and CUSO stakeholders to understand processes, data-driven decisions and reporting gaps.
- Document member, account, loan, deposit and transaction data across core platforms and ancillary systems.
- Define data, logic and controls for NCUA 5300 Call Reports, HMDA, CECL, BSA/AML and other recurring submissions.
- Validate regulatory reporting outputs with compliance teams.
- Specify and test dashboards for member growth, product penetration, loan performance, delinquency, deposits, branch and channel performance, and campaign results.
- Turn client learning into reusable use cases, demo scenarios and messaging.
- Join prospect conversations as a practitioner with credit union experience.
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