• Lending Tech Business Analyst, Digital Capture

    ID
    2018-5821
    Job Locations
    US-CA-San Francisco
    Category
    Lending
  • Overview

     First Republic Bank is looking for a talented, driven Lending Technology Business Analyst with strong communications experience to join our Lending Services team. The Lending Technology Business Analyst is responsible for design, development, maintenance, end-user support, reporting and training for the First Republic document management system. The current system is OnBase. In addition, there would be involvement where a lending document is maintained in a digital format such as Avoka, Blitzdocs, Appian, etc. It is expected this position will work with the business, other IT resources and the vendor to create an effective ECM solution.

     

    The Electronic Document Management Manager is responsible for design, development, maintenance, end-user support, reporting and training for the First Republic document management system. The current system is OnBase. In addition, there would be involvement where a lending document is maintained in a digital format such as Avoka, Blitzdocs, Appian, etc. It is expected this position will work with the business, other IT resources and the vendor to create an effective ECM solution.

     

     

    Responsibilities

    • Write, review, or execute plans for testing new or established document management systems.
    • Evaluate, analyze and recommend strategies for supporting electronic document management systems.
    • Analyze, interpret, or disseminate system performance data.
    • Search electronic sources, such as databases or repositories, or manual sources for information.
    • Operate data capture technology to import digitized documents into document management system.
    • Propose recommendations for improving content management system capabilities.
    • Document technical functions and specifications for new or proposed content management systems
    • Develop, document, or maintain standards, best practices, or system usage procedures.
    • Consult with end users regarding problems in accessing electronic content.
    • Oversee and monitor communications with technical partners, supported lines of business, and staff, as appropriate
    • Coordinate between Release and Deployment and project team members, as needed.
    • Coordinate work with offshore teams supporting releases and deployments
    • Work with platform validation team to create and maintain automated test suites for qualifying builds in non-Production environment.
    • Perform duties & responsibilities specific to department functions & activities.
    • Performs other duties & responsibilities as required or assigned by supervisor.
    • Monitor regulatory activity to maintain compliance with records and document management laws.
    • Keep abreast of developments in document management by reviewing current literature, talking with colleagues, participating in educational programs, attending meetings or workshops, or participating in professional organizations or conferences.
    • Retrieve electronic assets from repository for distribution to users, collecting and returning to repository, if necessary.
    • Prepare support documentation and training materials for end users of document management systems.
    • Conduct needs assessments to identify document management requirements of departments or end users.
    • Assist in the assessment, acquisition, or deployment of new electronic document management systems.
    • Identify and classify documents or other electronic content according to characteristics such as security level, function, and metadata.
    • Develop or configure document management system features, such as user interfaces, access profiles, and document workflow procedures.

    Qualifications

    • Prior experience with OnBase and other Electronic Document Management System.
    • Excellent communication skills (written and verbal), interpersonal skills, as well as outstanding organizational skills
    • Strong ability for creative problem solving and identification of creative solutions.
    • Ability to coordinate for multiple projects concurrently
    • Experience with vendor integrated applications
    • Ability to be flexible and adapt to any given situation
    • Must possess strong analytical, process, and people skills.
    • Must possess excellent oral and written communication skills.
    • Must possess the ability to work proactively and operate accurately and efficiently in a fast-paced environment with variable deadlines.
    • Must possess demonstrated organizational skills and strong attention to detail.
    • Ability to work well under pressure in high stress situations with a calm demeanor
    • Willingness to work evenings and weekends to support off hours deployments

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