Sr. Commercial Operations & Strategy Lead New 2355 W Pinnacle Peak Rd, Phoenix,
OneAZ Credit Union, Phoenix, AZ, United States
Sr. Commercial Operations & Strategy Lead
2355 W Pinnacle Peak Rd, Phoenix, AZ 85027
What You’ll Do The Senior Commercial Operations & Strategy Lead provides enterprise‑level leadership for the Commercial Lending & Banking division by driving strategic initiatives, optimizing processes, managing policies, producing executive and board‑level reporting, and supporting both Commercial Lending and Treasury Services functions. This role partners across Commercial, Credit, Operations, Treasury, IT, Risk, Compliance, and Agile Value Stream teams to enhance performance, efficiency, and scalability. The position also supports internal and external loan reviews, regulatory exams, and third‑party assessments, influencing outcomes across all aspects of commercial banking without direct people management responsibility.
Essential Functions
Support cross‑functional commercial banking initiatives and strategic projects.
Support system conversions, product launches, and operational enhancements.
Coordinate timelines, deliverables, and stakeholder communication.
Serve as a liaison between Commercial, Treasury, Operations, Credit, IT, Risk, and Compliance.
Identify inefficiencies across commercial lending and treasury workflows.
Design and implement process improvements to enhance efficiency and client experience.
Ensure procedures align with regulatory, risk, and operational standards.
Maintain and update commercial banking procedures and workflows.
Manage Commercial Lending and Banking‑related policies, standards, and guidelines.
Review, update, and approve policies in alignment with regulatory and organizational requirements.
Partner with Compliance and Risk to ensure policy adherence.
Ensure policies support business strategy, operational efficiency, and risk mitigation.
Support leadership with all Commercial Lending and Banking reporting, including board and executive reports, treasury/cash management performance metrics, trend analysis, and actionable insights.
Track KPIs related to growth, profitability, efficiency, and risk.
Provide operational and strategic support to commercial lending teams.
Partner with Credit, Underwriting, and Portfolio Management on initiatives.
Help standardize practices across markets and regions.
Support adoption of cash management solutions and align treasury offerings with commercial growth strategies.
Support internal and external commercial loan reviews conducted by third parties, auditors, or regulators.
Coordinate document requests, data collection, and response management.
Partner with Credit, Compliance, and Risk teams to address findings and recommendations.
Help develop and track remediation plans for any identified issues.
Support regulatory exams related to Commercial Lending, Banking, and Treasury Services.
Ensure alignment with regulatory and internal risk requirements.
Support audit and exam preparation.
Monitor and mitigate operational risk within commercial processes.
Maintain and manage the vendor management system for all departmental vendors.
Support ongoing vendor risk assessment and performance reviews.
Prepare presentations and materials for senior leadership and the Board.
Clearly communicate progress, risks, and outcomes of key initiatives.
What You Bring
Bachelor’s Degree in Business, Finance, or a related field preferred.
8–10 years of experience in Financial Services, Commercial Lending, Business Banking, or a related field required.
5–8 years of experience leading cross‑functional projects and initiatives required.
Advanced reporting, analytics, and executive presentation skills.
Proven ability to influence without direct authority.
Strong understanding of banking operations, risk, and compliance.
Experience with system conversions or operational transformations.
Familiarity with regulatory exams, loan reviews, and Loan Committee governance.
Project management or process improvement certifications (PMP, Lean, Six Sigma, SAFe, etc.) preferred.
Compensation & Benefits
Generous paid time off: paid holidays, floating holidays, personal days, vacation days, plus sick time.
Target hiring range $84,000 – $105,000 USD (depending on experience; prior to any incentives this position is eligible for).
All candidates will be considered for this position on an individualized basis, in compliance with all applicable equal employment opportunity laws.
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What You’ll Do The Senior Commercial Operations & Strategy Lead provides enterprise‑level leadership for the Commercial Lending & Banking division by driving strategic initiatives, optimizing processes, managing policies, producing executive and board‑level reporting, and supporting both Commercial Lending and Treasury Services functions. This role partners across Commercial, Credit, Operations, Treasury, IT, Risk, Compliance, and Agile Value Stream teams to enhance performance, efficiency, and scalability. The position also supports internal and external loan reviews, regulatory exams, and third‑party assessments, influencing outcomes across all aspects of commercial banking without direct people management responsibility.
Essential Functions
Support cross‑functional commercial banking initiatives and strategic projects.
Support system conversions, product launches, and operational enhancements.
Coordinate timelines, deliverables, and stakeholder communication.
Serve as a liaison between Commercial, Treasury, Operations, Credit, IT, Risk, and Compliance.
Identify inefficiencies across commercial lending and treasury workflows.
Design and implement process improvements to enhance efficiency and client experience.
Ensure procedures align with regulatory, risk, and operational standards.
Maintain and update commercial banking procedures and workflows.
Manage Commercial Lending and Banking‑related policies, standards, and guidelines.
Review, update, and approve policies in alignment with regulatory and organizational requirements.
Partner with Compliance and Risk to ensure policy adherence.
Ensure policies support business strategy, operational efficiency, and risk mitigation.
Support leadership with all Commercial Lending and Banking reporting, including board and executive reports, treasury/cash management performance metrics, trend analysis, and actionable insights.
Track KPIs related to growth, profitability, efficiency, and risk.
Provide operational and strategic support to commercial lending teams.
Partner with Credit, Underwriting, and Portfolio Management on initiatives.
Help standardize practices across markets and regions.
Support adoption of cash management solutions and align treasury offerings with commercial growth strategies.
Support internal and external commercial loan reviews conducted by third parties, auditors, or regulators.
Coordinate document requests, data collection, and response management.
Partner with Credit, Compliance, and Risk teams to address findings and recommendations.
Help develop and track remediation plans for any identified issues.
Support regulatory exams related to Commercial Lending, Banking, and Treasury Services.
Ensure alignment with regulatory and internal risk requirements.
Support audit and exam preparation.
Monitor and mitigate operational risk within commercial processes.
Maintain and manage the vendor management system for all departmental vendors.
Support ongoing vendor risk assessment and performance reviews.
Prepare presentations and materials for senior leadership and the Board.
Clearly communicate progress, risks, and outcomes of key initiatives.
What You Bring
Bachelor’s Degree in Business, Finance, or a related field preferred.
8–10 years of experience in Financial Services, Commercial Lending, Business Banking, or a related field required.
5–8 years of experience leading cross‑functional projects and initiatives required.
Advanced reporting, analytics, and executive presentation skills.
Proven ability to influence without direct authority.
Strong understanding of banking operations, risk, and compliance.
Experience with system conversions or operational transformations.
Familiarity with regulatory exams, loan reviews, and Loan Committee governance.
Project management or process improvement certifications (PMP, Lean, Six Sigma, SAFe, etc.) preferred.
Compensation & Benefits
Generous paid time off: paid holidays, floating holidays, personal days, vacation days, plus sick time.
Target hiring range $84,000 – $105,000 USD (depending on experience; prior to any incentives this position is eligible for).
All candidates will be considered for this position on an individualized basis, in compliance with all applicable equal employment opportunity laws.
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