Operations Analyst- Commercial Lending at Itero Group

Job description

About us Itero Group is a Women-Owned Small Business focused on simplifying complex transformations. We empower clients in the private and government sectors to become more optimized, digitally enabled, and data-driven organizations through our comprehensive business consulting and innovative delivery solutions. Itero Group's dedicated team members are experienced thought leaders, tenacious workers, and creative thinkers. We hire people who are passionate about being catalysts for change - in our company, for our clients, throughout our career- and we empower people to express their ideas, create better practices, innovate better products, and become better professionals. We have been named a Great Place to Work for six years, and offer a competitive salary and benefits package. Role Overview: Itero Group is seeking an Operational Analyst with 4–6 years of experience to support commercial lending operations and a loan application/origination system upgrade. This role combines operational analysis, hands-on UAT, and reporting/data analysis . The ideal candidate will have experience with commercial lending or loan operations and understand the loan lifecycle from application and approval through closing, booking, and servicing. Key Responsibilities Support commercial lending operations, including loan application, closing, booking, servicing, modifications, renewals, and payoffs. Review business requirements and assess the impact of system changes on operational processes and workflows. Create, maintain, and execute UAT test cases for a loan application/origination system upgrade. Perform hands-on testing through the front-end/GUI , including entering and processing loans and validating functionality and results. Execute functional, regression, and end-to-end testing and maintain appropriate test evidence, results, defects, and retesting documentation . Research operational and system issues and work with business and technology teams to validate fixes. Use Excel to analyze, reconcile, and validate loan and testing data. Prepare and support loan, exception, maturity, reconciliation, and testing reports . Use Power BI and/or Power Query , where applicable, to analyze data and identify loans or data populations needed for testing and reporting. Support system conversions, data cleanup, reconciliation, and other operational activities related to the upgrade. Partner with Operations, lenders, relationship managers, business SMEs, and technology teams to resolve issues and provide status updates. Required Qualifications 4–6 years of relevant experience in commercial lending, loan operations, banking, credit union, or financial services. Experience with commercial loan operations and/or loan application/origination processes . Hands-on UAT/testing experience , preferably involving a loan application or loan origination system. Experience creating and executing test cases, documenting defects, capturing evidence, and performing retesting. Strong Microsoft Excel and data analysis skills. Understanding of the commercial loan lifecycle and related operational processes. Strong analytical, organizational, documentation, and communication skills. Preferred Qualifications Experience supporting a loan application or loan origination system upgrade, conversion, or modernization initiative . Experience with Power BI to identify loans or data populations containing specific attributes needed for testing. Familiarity with Salesforce ; advanced Salesforce expertise is not required. If you are looking for a role where you will lead with integrity, create and innovate, inspire excellence, be a respected member of the team, drive results, and have fun, we look forward to connecting with you! Benefits at Itero Group At Itero Group, we’re proud to offer a comprehensive benefits package designed to support your health, financial well-being, and work-life balance: Health & Wellness : Medical (BC-BS), dental, and vision plans to suit your needs. Paid Time Off : Generous PTO, paid holidays, and increasing PTO based on years of service. Retirement Savings : 401(k) plan with company match and auto-enrollment. Company-Paid Coverage : Short-term and long-term disability, life insurance, and AD&D insurance. Additional Options : Voluntary benefits including pet insurance and student loan assistance up to $1,000 annually. Perks : FSAs, HSAs, wellness programs, and more to enhance your work-life balance. Join us and enjoy a benefits package designed with you in mind! Itero Group is an equal opportunity employer and does not discriminate against any employee or applicant because of race, age, sex, color, physical or mental disability, religion, sexual orientation, marital status, national origin, veteran status or political affiliation.

Requirements

Must-haves

Support commercial lending operations, including loan application, closing, booking, servicing, modifications, renewals, and payoffs.
Review business requirements and assess the impact of system changes on operational processes and workflows.
Create, maintain, and execute UAT test cases for a loan application/origination system upgrade.
Perform hands-on testing through the front-end/GUI , including entering and processing loans and validating functionality and results.
Execute functional, regression, and end-to-end testing and maintain appropriate test evidence, results, defects, and retesting documentation .
Research operational and system issues and work with business and technology teams to validate fixes.
Use Excel to analyze, reconcile, and validate loan and testing data.
Prepare and support loan, exception, maturity, reconciliation, and testing reports .
Use Power BI and/or Power Query , where applicable, to analyze data and identify loans or data populations needed for testing and reporting.
Support system conversions, data cleanup, reconciliation, and other operational activities related to the upgrade.
Partner with Operations, lenders, relationship managers, business SMEs, and technology teams to resolve issues and provide status updates.
4–6 years of relevant experience in commercial lending, loan operations, banking, credit union, or financial services.
Experience with commercial loan operations and/or loan application/origination processes .
Hands-on UAT/testing experience , preferably involving a loan application or loan origination system.
Experience creating and executing test cases, documenting defects, capturing evidence, and performing retesting.
Strong Microsoft Excel and data analysis skills.

Nice-to-haves

Experience supporting a loan application or loan origination system upgrade, conversion, or modernization initiative .
Experience with Power BI to identify loans or data populations containing specific attributes needed for testing.
If you are looking for a role where you will lead with integrity, create and innovate, inspire excellence, be a respected member of the team, drive results, and have fun, we look forward to connecting with you!
Benefits at Itero Group At Itero Group, we’re proud to offer a comprehensive benefits package designed to support your health, financial well-being, and work-life balance:
Health & Wellness : Medical (BC-BS), dental, and vision plans to suit your needs.
Additional Options : Voluntary benefits including pet insurance and student loan assistance up to $1,000 annually.
Perks : FSAs, HSAs, wellness programs, and more to enhance your work-life balance.
Join us and enjoy a benefits package designed with you in mind!

Application prep

Use the role’s language and application details while tailoring your materials.

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Benefits

Benefits detected in the listing.

Dental

Vision

401(K)

Pto

Paid Time Off

Wellness