Optimizing Commercial Banking Ops for Growth & Efficiency

The Commercial Bank Operations Roundtable provides a confidential forum for executives who run commercial lending operations—from onboarding to servicing, treasury management, and vendor coordination. Participants exchange best practices, troubleshoot pain points, and explore how to leverage business intelligence to elevate the commercial banking customer experience. The group covers topics such as loan operations (onboarding, funding, maintenance), treasury process optimization, servicing technology, and regulatory compliance.

Membership is focused on commercial banks with defined AUM thresholds (typically $50M – $1B) and includes curated, peer-driven discussions plus supporting resources to drive operations excellence.

Who Should Join

This Roundtable is ideal for senior leaders responsible for commercial bank operations, including heads of loan operations, treasury services, servicing, technology strategy, or operational risk. Members are typically looking to benchmark processes, coordinate cross-functional workflows, and optimize operational efficiency.

Why It Matters

Commercial operations are the backbone of delivering on institutional banking promises—yet they often span multiple systems, departments, and regulatory demands. In a sector where speed, accuracy, and consistency matter, having a peer forum to test ideas, compare vendor strategies, and learn from other commercial banks is a critical differentiator. This Roundtable helps leaders bridge the gap between strategy and execution through shared insight.

Hot Topics

• Loan Operations: Best practices for loan onboarding, funding, disbursement, and servicing
• Treasury Management (Payments): Streamlining processes and coordination across departments and vendors
• Technology: Enhancements to improve customer experience and efficiency