Sr. Analyst Project Manager

Reposted 6 Days Ago
Be an Early Applicant
2 Locations
In-Office
86K-95K Annually
Junior
Fintech • Consulting • Financial Services
The Role
The Sr. Analyst Project Manager oversees quality control in commercial credit underwriting and manages key initiatives to improve processes. Responsibilities include detailed reviews, compliance assessments, project tracking, stakeholder collaboration, and presenting findings and updates.
Summary Generated by Built In

If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster’s values, these set us apart as a bank and as an employer.  

Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!

The Quality Control and Project Management, Sr. Analyst role will work within the Middle Market division of the Commercial Bank. The position is responsible for conducting in-depth reviews of commercial credit underwritings, renewals, and portfolio management activities to assess compliance with internal policies, procedures, and regulatory requirements. This role supports our oversight and controls practices by providing independent quality control over our commercial lending processes and products, including C&I, ICRE, and specialized industry exposure.

Additionally, the role will be responsible for supporting and leading key initiatives and projects that help Middle Market and Webster reach our strategic objectives. The role will collaborate with multiple internal and external stakeholders, including credit professionals, finance, commercial administration, technology partners, and senior management.

The candidate must possess a strong work ethic, be focused on attention to detail and be motivated by success. The ideal candidate will have experience in financial services, particularly in the Commercial Banking space. It is also critical that this person is comfortable with rapidly changing and evolving direction and priorities.

Responsibilities

Quality Control

  • Perform detailed reviews of commercial credit approvals, modifications, and annual reviews to assess accuracy, completeness, and adherence to underwriting and portfolio management standards.

  • Evaluate obligor and facility risk ratings for accuracy, consistency, and documentation support.

  • Draft quality control reports with observations and corrective action recommendations.

  • Partner with credit management teams to rectify issues and data inconsistencies.

  • Identify systemic issues and trends in credit practices, controls, or documentation and communicate findings to management.

  • Recommended and help implement process improvements.

  • Create and present to management updates on the status of remediation activities.

  • Contribute to the development and refinement of QC checklists, review framework, and scoring models.

Project Management

  • Collaborate with key stakeholders to understand purpose of the project, desired outcome as well as timing of deliverables.

  • Ensure all project documentation is conveyed to the relevant stakeholders on time.

  • Monitor and track outcomes to resolve issues, conflicts, dependencies and critical path deliverables.

  • Assist in the planning and scheduling activities to fulfill identified objectives applying the technical and managerial skills to satisfy project requirements.

  • Manage any change requests from creation through completion of projects.

  • Track project plan performance to ensure timely delivery of all milestones and objectives.

  • Enforce integrated project plan to the appropriate level of detail and escalate when barriers present themselves.

  • Develop and deliver progress reports and presentations to project team and project sponsors.

  • If applicable, understand policies and procedures and how they relate to a specific project.

  • Generate new ideas and recommendations for continuous process improvement

  • Represent Webster Bank as a brand ambassador at business and charitable events

  • Participate in special projects on an as-needed basis

Education, Skills & Experience

  • Education: Bachelor’s degree

  • Experience: 2+ years of experience in financial services, preferably in a commercial credit underwriting, portfolio management, credit review, credit risk function

  • Understanding of credit analysis, cash flow modeling, loan structing, and collateral valuation

  • Strong analytical, organizational, and problem-solving skills

  • Strong written and verbal communication skills

  • Proficient in Microsoft Office suite – including Excel and PowerPoint

  • Self-starter with project management skills and the ability to manage multiple priorities in a fast-paced environment

Locations: New York: Manhattan, White Plains, Jericho; CT: Stamford, Hartford, New Haven; Massachusetts: Boston; Rhode Island: Providence; Option for hybrid schedule if deemed appropriate.

The estimated base salary range for this position is $86,000 USD to $95,000 USD.  Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.

#LI-RK1

#LI-HYBRID

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

Top Skills

Excel
MS Office
PowerPoint
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The Company
HQ: Stamford, CT
4,708 Employees
Year Founded: 1935

What We Do

Webster is a leading commercial bank that delivers financial solutions to business, individuals, families and partners. With more than $60 billion in assets, we offer digital and traditional service delivery through our differentiated lines of business: Commercial Banking, Consumer Banking and HSA Bank, one of the country’s largest providers of employee benefits solutions.

Webster Financial Corporation and its subsidiaries ("Webster") are equal opportunity and affirmative action employers M/F/D/V. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.

© 2021 Webster Financial Corporation. All rights reserved.
Webster Bank, the Webster Bank logo and the W symbol are trademarks of Webster Financial Corporation and Registered in the U.S. Patent and Trademark Office.

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