Commercial Product Analyst
Role Overview
The Commercial Product Analyst supports the Commercial Product team in analyzing workflows, system use, and business practices to identify optimization opportunities and enhance the frontline experience.
This role serves as a bridge between Regional Deal Teams, Lending Operations, and the Commercial Product team, seeking feedback for continual program advancement.
The Analyst partners with the Commercial Product Manager to support CRM functions and Commercial and Business Lending workflows.
The position works with Commercial and Business Banking leadership to understand business, risk, product, financial, and regulatory needs.
Key Skills for This Role
Full Job Posting
Overview
The Commercial Product Analyst supports the Commercial Product team in analyzing workflows, system use, and business practices to identify optimization opportunities and enhance the frontline experience.
This role serves as a bridge between Regional Deal Teams, Lending Operations, and the Commercial Product team, seeking feedback for continual program advancement.
The Analyst partners with the Commercial Product Manager to support CRM functions and Commercial and Business Lending workflows.
The position works with Commercial and Business Banking leadership to understand business, risk, product, financial, and regulatory needs.
Key Functions
- Seek front line feedback on Commercial and Business Lending practices, accumulating information from various regions for comprehensive understanding and evaluation.
- Coordinate front line review and feedback throughout product initiatives, and sign off prior to implementation.
- Collaborate with System Administrators and Applications Teams to support product optimization.
- Assist with day-to-day frontline support related to CRM or lending functionalities.
- Partner with Commercial Product Manager to execute all changes with appropriate change management and oversight.
- Evaluate initiatives and assist in determining prioritization.
- Create and maintain internal product guides, charts, and workflows with Commercial Content and Training teams.
- Spearhead Commercial cleanup projects with limited supervision.
- Identify KPI's for initiatives and partner with the analytics team to create ongoing tracking/reporting.
- Assist with User Acceptance testing in collaboration with the Commercial Product Business Analyst.
Experience
- Minimum of 4 years of relevant experience preferably in Commercial Banking or Lending.
- Excellent communication skills, strong organizational skills, and advanced customer relations skills.
- Strong technical aptitude to learn and understand banks identified systems including but not limited to nCino (Salesforce), DNA, Built, CoStar integrations, API's, etc.
- Ability to quickly determine functional needs from non-technical conversations with users and use analytical skills and tools (e.g., Excel, SQL) to make sound business recommendations.
- Analytical skills to critically evaluate information from multiple sources, reconcile conflicts, and decompose high-level information to details.
- Listening skills, understand what people say, probe when appropriate and help them articulate their true needs.
- Graphics & modeling experience a plus, to represent requirements information in graphical forms (flow charts, swim-lanes, PowerPoint presentations, etc.).
- Must be team-oriented, self-motivated, and able to work with minimal supervision.
Benefits
- Paid time off for vacation, sick days and holidays
- Health insurance
- Stock options
- Bonus programs
- 401(k) plan
- Paid Parental Leave
- Life and AD&D insurance
- Long-term disability
- Tuition Reimbursement
- Employee assistance programs
- Pre-tax health and dependent-care spending plans
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