Commercial Strategy & Workflow Analyst

About the Role

This position coordinates strategic initiatives, maintaining project governance, and overseeing commercial lending workflow activities. The role ensures projects align with the Bank's strategic priorities while promoting operational efficiency, risk mitigation, and regulatory compliance.

Responsibilities

• Analyze commercial lending workflows and operational processes to identify opportunities for standardization, automation, efficiency, risk mitigation, and improved customer or employee experience.
• Document current-state and future-state workflows, procedures, business requirements, and implementation plans to support process improvement and change management initiatives.
• Lead medium to large cross-functional project activities with Commercial Credit, Operations, Information Technology, Accounting, Compliance, Strategic Integration, and other business partners.
• Manage and coordinate commercial lending projects from initiation through completion, ensuring alignment with strategic priorities, timelines, and expected outcomes.
• Develop and maintain project plans, action logs, meeting materials, status updates, and reporting tools to support effective project governance and communication.
• Track project milestones, dependencies, risks, issues, and decisions; escalate barriers and recommend resolution strategies to support timely execution.
• Prepare dashboards, monthly reports, and management updates summarizing project progress, completed activities, upcoming initiatives, risks, and key deliverables.
• Measure project and process improvement outcomes, report findings, and recommend additional enhancements to support continuous improvement and operational effectiveness.
• Support risk and governance activities by documenting controls, identifying process gaps, monitoring compliance considerations, and maintaining clear project records.
• Support mergers, acquisitions, and integration-related projects by coordinating planning activities, tracking transition tasks, documenting risks, and supporting the integration of loan operations processes.
• Assist with testing, implementation, training, and communication activities related to new systems, workflow changes, automation tools, or process enhancements.

Requirements

• Strong project management skills, including the ability to organize work, manage timelines, track deliverables, and drive initiatives from planning through completion.
• Ability to support project governance through clear documentation, accurate status reporting, meeting coordination, issue tracking, and follow-up on action items.
• Solid understanding of commercial lending operations, loan servicing workflows, and the importance of regulatory compliance, controls, and risk management.
• Strong analytical and problem-solving skills, with the ability to evaluate workflows, identify process gaps, recommend improvements, and support implementation of practical solutions.
• High attention to detail and commitment to accuracy, accountability, confidentiality, and well-organized project records.
• Excellent written and verbal communication skills, including the ability to prepare reports, dashboards, meeting materials, procedure documentation, and management updates.
• Ability to collaborate effectively with cross-functional partners, including Commercial Credit, Operations, Information Technology, Accounting, Compliance, Strategic Integration, and other business areas.
• Proficiency with Microsoft Office Suite and the ability to learn and use project management, workflow, reporting, and loan management tools.
• Adaptability, sound judgment, and a continuous improvement mindset in a fast-paced, team-oriented environment.

Benefits

• Employee perks & discount programs
• Tuition assistance
• Incentive compensation program
• Professional development opportunities