Penn Community Bank

Data Analyst

• Collect, analyze, and interpret production related data from various sources (DNA, Salesforce, Encompass, etc.), and publish insights and findings.
• Perform data validation and ensure data integrity and accuracy across multiple platforms.
• Develop and maintain Dashboards and other reporting tools (Encompass/Salesforce) to track trends, patterns, and key performance indicators (KPIs).
• Proactively communicate and collaborate with cross-functional teams to identify efficiencies and process improvements.
• Maintain Salesforce/Encompass user profiles, permissions, and security settings.
• Provide “day to day” support to users, including managing FAQ, troubleshooting, and workflow development.
• Act as liaison to Learning & Development, offering subject matter expertise of new and existing functionality, to assist in curriculum development.
• Conduct routine testing and execute quality assurance procedures (QA) of data systems.
• With sales leaders: Create, manage, and monitor sales campaigns, ensuring leads and opportunities are distributed as required, with timely disposition.
• Oversee data transmissions to other entities, vendors, and investors (FNMA, etc.) while ensuring data security protocols are honored.

Business Data Analyst

Account Manager

• Develop sales leads from existing clients in loan portfolio
• Manage a loan portfolio of existing clients and monitor loan quality
• Oversee and ensure accuracy of construction loans within portfolio
• Interview applicant(s) and request specified information for loan application
• Analyze applicant financial status, credit, banking status, and other information
• Compile loan package and facilitate negotiation of loan structure with applicant
• Call and visit customers, prospects, and referral sources to promote and sell all Bank products and services

Business Data Analyst

Real Estate Relationship Manager – I