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The AI Automation Analyst executes, tests, and documents AI-enabled workflows, supporting automation initiatives and assisting with data preparation and monitoring processes.

Responsible for generating SBA loan volume, managing client relationships, and collaborating with credit and closing partners to facilitate loan approvals and closings.

This role develops work plans and manages workflows to enhance application performance, resolves issues, coordinates with vendors, and leads a team for optimal outcomes.

Manage and underwrite a commercial loan portfolio (ABL, Equipment Finance, Debt Capital Markets), monitor portfolio risk and KPIs, ensure regulatory and policy compliance, support relationship managers, mentor junior staff, present credit recommendations, and drive process improvements.