Job DescriptionOversee the vision & direction for the Underwriting and Portfolio Management Platforms. This includes the overall Salesforce.com and Commercial Platform strategy as well as leadership of related projects and initiatives and internally built web applications. The individual will also provide input on other strategic Initiatives in Commercial and with partners.
The candidate will also be primarily responsible for the Underwriting and Risk platform. This role will consult with key partner leaders to ensure that initiatives are aligned with corporate goals and objectives. An important aspect of this role is to develop and drive the Salesforce roadmap to ensure the system functionality and value continues to grow.
This role is the Product Owner for the Underwriting platform associated to Underwriting and PM, and will be responsible for PO related activities, working in an agile manner in the Bank's Modern Operating Model environment and aligned with the tech pods supporting Salesforce.com.
Overall Responsibilities:
- Works with business line leaders to develop supporting strategy, goals, and objectives.
- Develops strategic and project roadmaps to ensure alignment of new initiatives to corporate strategy.
- Develops and refines KPIs for current and new initiatives that are aligned with corporate goals and objectives.
- Organizes teams and workstreams related to Salesforce.com initiatives
- Coordinates with project managers, scrum masters, stakeholders other key players to meet goals and objectives
- Creates executive summaries, updates, reporting to keep leadership and field informed
- Ensures that all stakeholders are apprised and have visibility to potential risks and decisions are documented
- Establish desired outcomes, timelines and other KPIs and report against the above
Qualifications
- Bachelor's degree in business/finance related major Required
- Experience in project coordination and business analysis
- Experience in SQL or other Data Query Languages
- Relevant business experience; operations support and reporting
- Experience in reviewing complex data sets and developing business analysis support models/reporting
Skills & Competencies
- A high level of intellectual curiosity and comfort with ambiguity
- Strong analytical skills, ability to solve problems quickly, identify patterns and assess opportunities
- Ability to manage multiple work streams and competing priorities.
- Well-developed communication and presentation skills.
- Experience collaborating with cross functional resources and stakeholders, influencing decisions, and managing work to achieve transformation objectives
