Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Commercial Strategy & Workflow Analyst

OceanFirst Bank

Job DescriptionAt OceanFirst 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 OceanFirst 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 #BecomeOceanFirst 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 integrationand 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 implementationplan to support process improvement and change management initiatives.3. Lead medium to large cross-functional project activities with Commercial Credit, Operations, InformationTechnology, Accounting, Compliance, Strategic Integration, and other business partners.4. Manage and coordinate commercial lending projects from initiation through completion, ensuring alignment withstrategic 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, monitoringcompliance 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, meetingcoordination, issue tracking, and follow-up on action items. Solid understanding of commercial lending operations, loan servicing workflows, and the importance ofregulatory 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 projectrecords. Excellent written and verbal communication skills, including the ability to prepare reports, dashboards, meetingmaterials, 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 in mindset in a fast-paced, team-orientedenvironment.Job RequirementsYOUR QUALIFICATIONS: Bachelor's degree in business administration, finance, or a related field (or equivalent experience). Three or more years of experience in commercial loan operations, project management, or a similar role withinthe banking or financial services industry. Proven project management skills and/or Project Management certification (such as PMP or Lean Six Sigma)are required. Experience managing projects related to mergers and acquisitions within financial services is highly desirable.[ Experience with lending platforms and technologies. Experience with nCino, LaserPro, and Fiserv Premierpreferred. Familiarity with C&I, CRE, construction, participation, and syndicated lending. Familiarity with AI and automation enabled tools and their application in banking operations.INTERNAL AND EXTERNAL CONTACTS: Frequent internal contact with Operations, Information Technology, Vendor Management and Accountingteams. Periodic contact and coordination with other departments and divisions as required. External contact with service providers and with entities we provide services.WORKING CONDITIONS/PHYSICAL REQUIREMENTS:Office environment. Ability to operate a computer. Ability to communicate in order to exchange simple to complexinformation with individuals and groups. Ability to travel throughout Bank footprint.Job DetailsJob Type: Full-TimeCategory: ITSalaried: Salaried

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Commercial Strategy & Workflow Analyst in Toms River, NJ vacancy
  •  ...experienced Property & Casualty professional for New Jersey to lead client service for middle and large accounts and collaborate on strategy design and renewal messaging. With guidance, you will manage messaging on small accounts and participate in renewal discussions,... 
    Commercial

    World Insurance Associates LLC

    Toms River, NJ
    1 day ago
  •  ...is not available. Complete Care Management is seeking an HRIS Analyst to support the technology behind our Human Resources and Payroll...  ...Payroll, IT, and Operations to resolve system questions and improve workflows. Participate in HRIS upgrades, testing, implementations, and... 
    Suggested
    Work at office
    Remote work
    Monday to Friday

    Complete Care

    Toms River, NJ
    4 days ago
  • $150k - $200k

     ...level role will be responsible for credit strategy, risk oversight, underwriting...  ...brings strong leadership experience within commercial lending, alternative finance, fintech, or...  ...data analytics tools, CRM systems, and workflow automation solutionsExperience improving... 
    Commercial
    Flexible hours

    Topaz HR

    Toms River, NJ
    3 days ago
  • $15.92 - $42.07 per hour

     ...Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private...  ...service model • Supporting the Financial Advisor/ team marketing strategy (e.g, website maintenance) • Assist FAs/PWAs/teams in a... 
    Suggested
    Hourly pay
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Toms River, NJ
    2 days ago
  • $192k - $290k

    Director/Sr. Director, Commercial Analytics & Operations The salary range for this position...  ...effectiveness, incentive compensation, data strategy and commercial operations governance....  ...commercial analytics and operations workflows Leadership & Culture Build, lead and develop... 
    Commercial

    grunenthal

    Toms River, NJ
    1 day ago
  • Hard Rock Digital is seeking a Senior Director - Casino Commercial Manager to drive the commercial strategy and revenue growth of its online casino business. You will own performance across game portfolio strategy, supplier partnerships, segmentation, and player value optimization... 
    Commercial

    hardrockdigital

    Brick, NJ
    1 day ago
  •  ...Officer (CO) in the execution of Commercial Lending Loan portfolio strategies to ensure organization goals and objectives...  ...Portfolio Managers and Credit Analysts. Establish and maintain effective...  .... Manage production and monitor workflow for the credit team.21. May need... 
    Commercial
    Work experience placement
    Work at office
    Local area

    OceanFirst Bank

    Toms River, NJ
    1 day ago
  •  ...from normal duty station to CONUS and OCONUS and may include remote or isolated sites. You must be able to travel on military and commercial aircraft for extended periods of time.This is a Financial Management Level III certified position per the National Defense... 
    Commercial
    Interim role
    Immediate start
    Remote work

    ClearanceJobs

    Lakehurst, NJ
    3 days ago
  • $15.92 - $42.07 per hour

    Position Summary Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/Private...  ...the FAs/PWAs/teams Supporting the FAs / PWAs / teams’ marketing strategy (e.g., website maintenance) Assist FAs / PWAs/ teams in... 
    Hourly pay
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Toms River, NJ
    2 days ago
  • Averitas Pharma is seeking a Director/Sr. Director of Commercial Analytics & Operations to lead and integrate analytics, field operations...  ...include forecasting, KPI framework, market research, data strategy and vendor management. #J-18808-Ljbffr grunenthal
    Commercial

    grunenthal

    Toms River, NJ
    1 day ago
  • Insurance Office of America seeks a Director/VP of Commercial Lines to act as a national subject matter expert in Commercial Property &...  ...operations. The role partners with senior leadership to drive workflow standardization, process improvements, and operational scalability... 
    Commercial
    Remote job
    Work at office

    Insurance Office of America

    Toms River, NJ
    1 day ago
  • Insurance Office of America is seeking a Director, Commercial Lines to lead national Commercial Property & Casualty operations. The role emphasizes workflow standardization, process optimization, and collaboration with executives to drive performance and shareholder value... 
    Commercial
    Remote job
    Work at office

    Insurance Office of America

    Beachwood, NJ
    1 day ago
  • $75k - $131k

     ...based out the Toms River, NJ area! You will work to grow our commercial business footprint. Forget all the boring sales jobs you've...  ...maintain active pipeline; measure KPIs; use Western's proven sales strategy to meet ambitious recurring revenue targets Exceed all... 
    Commercial
    Local area

    Western Pest Services

    Toms River, NJ
    4 days ago
  •  ...Summary You will serve as a FINANCIAL MANAGEMENT ANALYST in the DEPT OF THE NAVY, NAVAL AIR WARFARE CENTER of NAWCAD Lakehurst...  ...or isolated sites. You must be able to travel on military and commercial aircraft for extended periods of time. This is a Financial... 
    Commercial
    Full time
    Part time
    Interim role
    Work at office
    Local area
    Immediate start
    Remote work
    Relocation

    Prescient Edge

    Lakehurst, NJ
    2 days ago
  • Complete Care Management in Toms River, NJ seeks an HRIS Analyst to support UKG Pro HR/Payroll and Workforce Management. This on-site...  ...security, and partner with HR, IT, and Operations to optimize workflows. Strong Excel skills and 1+ year UKG experience are required.... 

    Complete Care, Inc.

    Toms River, NJ
    4 days ago
  •  ...underwriting, credit risk, and portfolio management, shaping credit strategy and risk oversight while guiding growth. The ideal candidate has 3+ years in underwriting/credit leadership within commercial lending, fintech, or revenue-based financing, with a track record... 
    Commercial

    Topaz HR

    Toms River, NJ
    4 days ago
  •  ...materials for new and renewal business. You will help compile loss history, prepare coverage comparisons, analyze client exposures, and contribute to client service plans and strategy meetings while adhering to World’s workflows. #J-18808-Ljbffr World Insurance Associates LLC
    Commercial

    World Insurance Associates LLC

    Lakewood, NJ
    1 day ago
  •  ...for water, fire, mold, and storm damage to both residential and commercial properties. With a legacy dating back to 1966 and a network of...  ...Marketing Activity Planner (MAP) to execute targeted sales strategies Track, manage, and convert leads using CRM tools and marketing... 
    Commercial
    For contractors
    Local area

    Paul Davis Restoration of Ocean County NJ

    Island Heights, NJ
    10 days ago
  •  ...maintain a high degree of organization within a high-volume document workflow area.• Strong interpersonal skills, including ability to...  ....• Internal customer service including but not limited to Commercial and Business Banking Lending Teams, Commercial Loan Closers and... 
    Commercial
    Local area

    OceanFirst Bank

    Toms River, NJ
    2 days ago
  • World Insurance Associates LLC is seeking a Senior Client Manager to serve as the primary service contact for select commercial clients, ensuring satisfaction and strategic planning. The role emphasizes delivering excellent client service leadership and representing client... 
    Commercial

    World Insurance Associates LLC

    Toms River, NJ
    2 days ago
  • World Insurance Associates is seeking an experienced client service professional to lead strategy design and renewal messaging for middle and large accounts. You will collaborate with senior colleagues and, where appropriate, independently manage messaging for smaller... 
    Commercial

    World Insurance Associates LLC

    Lakewood, NJ
    1 day ago
  • OceanFirst Bank is seeking a Commercial Booking Associate II to board externally documented commercial loans, including renewals and extensions, and to ensure proper processing within core systems. The role involves second day review and coordinating with external counsel... 
    Commercial

    OceanFirst Bank

    Toms River, NJ
    4 days ago
  • Complete Care Management, located in Toms River, NJ, seeks an HRIS Analyst to support UKG Pro HR/Payroll and Workforce Management. This on-site role requires a candidate who enjoys HR systems, solving technical issues, and collaborating across departments. The position... 

    Complete Care Careers

    Toms River, NJ
    2 days ago
  • OceanFirst Bank seeks a Booking Associate for the Commercial Closing team. You will board new and modified commercial loans, perform second day verification, and respond to inquiries across servicing and lending departments. Proficiency in MS Office, Salesforce, and Premier... 
    Commercial

    OceanFirst Bank

    Toms River, NJ
    5 days ago
  • Insurance Office of America seeks a Director, Commercial Lines to act as a national subject matter expert in Commercial P&C, leading workflow standardization, process optimization, and operational scalability across the organization. The role partners with regional leadership... 
    Commercial
    Remote job
    Work at office

    Insurance Office of America

    Lakewood, NJ
    1 day ago
  • Ansell.Law | Ansell Grimm & Aaron, P.C. is seeking a Commercial Litigation Associate Attorney to join our esteemed law firm in Ocean Township, New Jersey. The successful candidate will play a pivotal role in complex legal matters, offering strategic advice to clients and... 
    Commercial

    Ansell.Law | Ansell Grimm & Aaron, P.C.

    Toms River, NJ
    2 days ago
  • $150k - $220k

     ...arbitration, and project counseling. Gain exposure to complex commercial projects and develop valuable, specialized construction law...  ...career with a team that values client service, practical legal strategy, and professional growth. Location: Toms River, NJ — Hybrid... 
    Commercial
    Contract work
    For contractors
    For subcontractor
    Work at office
    Remote work
    1 day per week

    Orion Placement

    Toms River, NJ
    3 days ago
  • $60k

     ...organizations and possess expert-level knowledge of NJMHAPP, commercial, Medicare, Medicaid, State, and County behavioral health payors...  ...Quality and Compliance to support optimal system configuration and workflow efficiency. Coordinate offshore billing team to maintain... 
    Commercial
    Full time
    Work at office
    Local area
    Flexible hours

    PREFERRED BEHAVIORAL HEALTH OF NEW JERSEY

    Toms River, NJ
    4 days ago
  •  ...assistance, incentive compensation program, professional development opportunities, and more! About Your Role Prepare and board commercial loans as part of the Commercial Closing department. The primary function includes boarding externally documented new loans, renewals... 
    Commercial

    OceanFirst Bank

    Toms River, NJ
    4 days ago
  • $60k - $90k

    Project Manager + Administrative Coordinator Commercial Roofing Operations Location: Toms River, NJ (On-site) Compensation: $60,000-$9...  ...identification prevents rework and schedule impacts Seamless project workflow from initiation through closeout Required Qualifications... 
    Commercial
    Full time
    For contractors
    For subcontractor

    OpExpert- Consulting

    Toms River, NJ
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Commercial Strategy & Workflow Analyst. Be the first to apply!