Analyst managing commercial loan operations with responsibilities in process improvement and project initiatives. Collaborating with teams on strategic changes for financial services efficiency.
Responsibilities
Support the Sr. Project Lead in developing key project materials, including business requirements, UAT test scripts, executive status reports, and other documentation.
Perform data gathering and analysis to support business discussions (e.g., compiling operational inputs, summarizing observations, organizing SME feedback)
Conduct complex data analysis to identify opportunities for improvement within Commercial Loan Operations.
Create detailed process flow diagrams using Microsoft Visio to illustrate current and future state workflows.
Support UAT testing for medium to large-scale initiatives by executing test cases, consolidating results and evidence, and escalating issues to the Sr. Project Lead.
Communicate effectively with internal and external business partners to ensure alignment and timely delivery of project deliverables.
Requirements
Minimum 1 year of banking experience; syndicated lending experience preferred.
Strong proficiency in Microsoft Office Suite (Excel, Visio, PowerPoint, Word).
Excellent analytical, problem-solving, and critical thinking skills.
Strong written and verbal communication skills.
Highly organized with exceptional attention to detail.
Knowledge of LoanIQ preferred.
Benefits
Comprehensive health and wellness benefits
Retirement plans
Educational assistance and training programs
Income replacement for qualified employees with disabilities
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