The role
0301Produce time-sensitive Control Reports, Portfolio Monitoring Reports, and KRI/KPI metrics used by senior Portfolio and Product managers to oversee the Wealth Credit portfolio.
02Coordinate with Underwriting, Technology, Operations, Risk Management, Data Governance, Finance, and Regulatory Reporting teams to develop, implement, and execute reporting requirements end-to-end.
03Validate, aggregate, and deliver data required for regulatory reporting submissions and data quality processes, resolving issues with speed and precision.
04Manage data requests in support of internal and external audits, regulatory examinations, and data tracing exercises across multiple stakeholder groups.
05Design and build complex dashboards and automated reporting solutions using BI tools in collaboration with Technology and Infrastructure teams, including leading user acceptance testing.
06Identify and implement process improvements that streamline and standardize reporting workflows, optimizing controls and operational efficiency.
07Lead and contribute to strategic projects, working groups, and governance forums, representing the Wealth Credit Services team on reporting and data matters.
08Draft and maintain procedures, standards, and controls documentation to ensure reporting processes remain robust, well-governed, and audit-ready.
