Commercial Strategy & Workflow Analyst

Job Description At Ocean First Bank, each one of our employees plays an important role in delivering value to our customers and executing daily tasks in accordance with our core values. We recognize that our employees are essential to our success, making Ocean First a great place to work and do business.

Great benefits include: employee perks & discount programs, tuition assistance, incentive compensation program, professional development opportunities, and more! Apply today to #Become Ocean First  and make an impact in the local community!

ABOUT YOUR ROLE:

This position coordinates strategic initiatives, maintaining project governance, and overseeing commercial lendingworkflow activities. This position helps ensure projects align with the Bank's strategic priorities while promotingoperational efficiency, risk mitigation, and regulatory compliance. Responsibilities include tracking project progress,preparing reports and dashboards, documenting risks, coordinating meetings, and supporting change managementefforts. The position also manages projects related to mergers and acquisitions to support the seamless integration and transition of loan operations throughout the process.

WHAT YOU WILL DO:

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

WHAT WE EXPECT OF YOU:
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…