CRE Lending Origination Analyst — Process & System Optimization

TechDigital Group; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

TechDigital Group in Dallas, TX is seeking a skilled Business Analyst to translate complex credit memo workflows and CRE loan origination requirements into functional specifications and system configurations. You will partner with credit, underwriting and IT teams to document data flows, define system requirements, and support configurations that enable end-to-end origination processes.

The role emphasizes collaboration across business and IT, process optimization, and delivering automation to

Qualifications

• Must understand credit memo preparation and review in CRE lending environments.
• Experience translating business requirements into functional specs for systems.

Responsibilities

• Partner with credit, underwriting and IT teams to gather, document, and translate business requirements for credit memo workflows and CRE loan origination systems into functional specifications and system configurations.
• Analyze and optimize existing credit memo processes to identify automation opportunities and reduce manual processing time.
• Serve as a liaison between business stakeholders and technical teams to ensure solutions align with underwriting and regulatory requirements.

Skills

Credit memo processes

Business Analyst skills

Stakeholder management

Job description

Partner with credit, underwriting, and IT teams to gather, document, and translate business requirements for credit memo workflows and CRE loan origination systems (e.g., nCino) into functional specifications and system configurations
• Analyze and optimize existing credit memo processes — including data flows from financial spreading, underwriting analysis, and approval workflows — to identify automation opportunities and reduce manual processing time
• Support system implementations, upgrades, and integrations related to credit memo templates, loan origination platforms, and portfolio monitoring tools, including UAT planning, test case development, and defect triage
• Serve as a subject matter liaison between business stakeholders and technical teams, leveraging prior hands-on experience with credit memo preparation/review in a CRE lending environment to ensure system solutions align with underwriting and regulatory requirements

Top 3 skillsets:
Strong Commercial Lending, Commercial Real Estate Lending Origination domain knowledge especially credit memo processes
Excellent Business Analyst skillsets / experience
Excellent communication and stakeholder management skills