Hybrid Commercial Loan Operations, Governance & Initiatives

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About the role

  • 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
  • Paid maternity and parental bonding leave
  • Paid vacation, sick days, and holidays

Job title

Commercial Loan Operations, Governance & Initiatives

Job type

Experience level

Junior

Salary

$67,000 - $87,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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