Job Description

The Loan Operations Optimization Analyst with PlainsCapital Bank is responsible for executing process improvement and automation initiatives within Loan Operations. This role focuses on analyzing workflows, building process documentation, supporting automation development, and maintaining optimized solutions. Under limited supervision, the Analyst contributes to the successful delivery of initiatives through detailed execution and technical expertise.

• Conduct detailed analysis of current-state Loan Operations processes to identify bottlenecks, inefficiencies, risks, and opportunities for improvement, automation or redesign.
• Identify and evaluate repetitive or manual tasks suitable for automation and operational redesign.
• Develop and maintain process maps, workflows and supporting documentation to accurately reflect operational process.
• Streamline processes to enhance overall customer experience and improve operational scalability.
• Assist in configuring and testing workflow enhancements and automation tools (e.g., RPA, workflow platforms) to ensure proper functionality and data integrity.
• Support integration efforts by validating data flow and system interactions across Loan Operations applications.
• Monitor workflow and automation performance; troubleshoot issues and implement enhancements to maintain stability and regulatory compliance.
• Track and report on key performance indicators (KPIs), production metrics, and quality standards to support ongoing process optimization.
• Create and maintain user guides, process documentation, and knowledge repositories.
• Provide training and communication support to ensure smooth adoption of new processes and technologies.
• Participate in requirements-gathering sessions and workshops with business and technical teams to support solution design.
• Maintain working knowledge of Loan Operations systems (e.g., BankPoint, Salesforce) and perform routine administrative or configuration support tasks as needed.
• Collaborate with Loan Operations, IT, PMO, Finance, Compliance, and other stakeholders to support successful implementation of process improvements.
• Perform additional duties and project support as required by management.

• Bachelor’s degree in Business, Finance, or Data/Process Analytics OR equivalent combination of education and relevant work experience required.
• 3-5 years of experience in loan/credit operations, business process optimization, or related operational or analytical role required.
• Working knowledge of loan operations processes, with familiarity in regulatory and compliance requirements preferred.
• Strong analytical and problem-solving skills, with the ability to evaluate processes, interpret data, and identify trends and improvement opportunities.
• Advanced proficiency in Microsoft Excel; familiarity with data visualization tools (e.g. Power BI) preferred.
• Strong verbal, written, and interpersonal communication skills to collaborate effectively with diverse teams and stakeholders.
• Experience supporting process improvement or automation initiatives; exposure to tools such as Power Automate, UiPath, or similar platforms preferred.
• Experience documenting business processes, workflows, and requirements to support system or process enhancements.
• Excellent organizational and time management skills, with the ability to prioritize multiple initiatives in a fast-paced environment
• Self-motivated, detail-oriented, and accountable, with a demonstrated ability to drive initiatives from concept to execution.
• Exposure to Agile, Lean, Six Sigma, or other continuous improvement methodologies preferred.

The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required and may be changed at the discretion of the Company.

PlainsCapital Bank was founded in 1988 by a group of young bankers who dreamed of bringing relationship banking to their hometown of Lubbock, Texas. With the acquisition of Plains National Bank, a Lubbock financial institution with one branch and approximately $198.8 million in assets, they began growing the bank one relationship at a time.

Over 30 years later, PlainsCapital Bank has held fast to its tried-and-true relationship-based culture and its commitment to financial strength and stability. PlainsCapital Bank ranks sixth among the largest banks headquartered in Texas by deposits and has a statewide presence with approximately 55 locations in markets such as Austin, the Coastal Bend, Dallas, Fort Worth, Houston, Lubbock, the Rio Grande Valley, and San Antonio. Backed by decades of experience, our knowledgeable bankers are renowned for their straightforward approach and for taking exceptional care of their clients. They bring both financial and industry expertise along with vast local market knowledge to each client relationship.

PlainsCapital Bank conducts both commercial and consumer banking, providing a full suite of commercial banking products and services to fit any business model and convenient services, personal attention, and account features to help simplify managing personal finances.

PlainsCapital Bank continues to remain strong and stable, delivering highly personalized service and a single point of contact to help customers reach their financial goals.

To learn more, please visit us online at plainscapital.com/about