Trane Technologies is hiring an Operational Analyst to strengthen our Commercial and Small Business Lending operations. This role provides essential operational, research, and frontline support to advance lending process efficiency and enablement by equipping teams with the guidance and tools needed to operate effectively.
What You'll Do
- Staff a help desk to address banker questions related to commercial and small business lending workflows, documentation, systems usage, and operational procedures.
- Provide frontline support for nCino workflows, including loan submission, deal team collaboration, documentation requirements, and pipeline management.
- Troubleshoot user issues in nCino, escalate defects or configuration concerns, and track recurring themes to inform enhancements.
- Maintain and update nCino training materials, job aids, and navigation guides.
- Partner with technology teams, product owners, and the Strategy Manager to ensure system updates and workflow changes are accurately reflected in frontline guidance.
- Support testing and validation of nCino enhancements prior to release.
- Triage and escalate process or system concerns and track recurring issues to inform improvement opportunities.
- Provide clear, timely guidance aligned with established processes and risk controls.
- Conduct industry and competitive research to support strategic decision‑making and initiative prioritization.
- Synthesize insights on market trends, regulatory impacts, emerging technologies, and commercial lending best practices.
- Perform light operational and process analysis to identify pain points for further strategic review.
- Develop and maintain a working understanding of the commercial lending application ecosystem, including integrations, data flows, and system dependencies.
- Create and update system maps, reference guides, and cross‑application workflow documentation to support user understanding and onboarding.
- Collaborate with technology teams to ensure system changes are captured in training and guidance materials.
- Maintain and version‑control all learning materials, job aids, SOPs, and operational guidance related to commercial lending processes.
- Partner with the Strategy Manager to ensure materials reflect future‑state workflows and adhere to risk and control expectations.
- Support training sessions and enablement forums by preparing materials aligned with frontline needs.
- Collaborate with underwriting, product, credit, operations, compliance, and technology teams to ensure questions, escalations, and support materials are accurate and aligned.
- Participate in working groups to stay informed on upcoming changes and prepare communications and documentation for the frontline.
- Track banker feedback and issues to provide actionable insights to the Strategy Manager for improvement and prioritization.
What We're Looking For
- 2–4 years of experience in commercial lending operations, banking support, or training/documentation.
- Foundational understanding of commercial lending processes and terminology, or willingness to develop this expertise.
- Strong written and verbal communication skills with the ability to simplify complex processes.
- Highly organized and detail‑oriented, with the ability to manage multiple support functions.
- Analytical mindset with capability to conduct structured research and basic process analysis.
- Customer‑focused orientation with strong problem‑solving skills when assisting frontline users.
- Working knowledge of the Force.com platform with a proficient understanding of the nCino application.
Nice to Have
- Bachelor’s degree preferred; relevant experience in commercial lending, operations, financial services support, or customer service considered.
Technical Stack
- nCino
- Force.com platform
Team & Environment
You will support the Strategy Manager and collaborate closely with underwriting, product, credit, operations, compliance, and technology teams.
Benefits & Compensation
- Medical, Dental and Vision Insurance effective day one.
- Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.
- Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
- Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays.
- 401(k) plan with company match, Profit Sharing.
- Compensation ranges from $50,000 to $75,000 depending on experience.
Work Mode
This role operates on a hybrid work model based in Salt Lake City, Utah, United States.
Trane Technologies is an equal opportunity employer.
