Lending Strategy & Business Ops Associate, Data Analytics & Reporting

EverBank

• $80K — $95K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in commercial lending operations, with expertise in structured and complex loan portfolios.
  • Experience with commercial lending data processing and performance metrics reporting.
  • Proficiency in SQL, Snowflake, Python, and related data integration tools.
  • Capabilities in analyzing complex data for strategic insights and executive reporting.
  • Familiarity with AI and automation to enhance analytics and operational outcomes.

Responsibilities

  • Generate insights and own initiatives through cross-functional collaboration.
  • Develop advanced analytics and reports for performance insights.
  • Translate data into actionable insights for performance and risk optimization.
  • Identify issues and improvement opportunities with business stakeholders.
  • Support technology initiatives by defining business requirements and prioritizing tasks.
  • Ensure operational needs align with technology solutions in process design.
  • Drive change management by facilitating communication and training.

Benefits

  • Opportunity to work at the intersection of technology and business operations.
  • Engage with a variety of stakeholders across multiple business areas.
  • Involvement in strategic initiatives that influence company direction.
  • Gain exposure to cutting-edge tools and methodologies in data analytics.
Full Job Description
Lending Strategy & Business Ops Associate
The Lending Strategy & Business Operations Associate supports Lending Operations technology initiatives and assists with exam preparation, RCSA cycles, and issue forums to ensure readiness and executive alignment. The Lending Strategy & Business Operations area owns the operations technology roadmap, business requirements, prioritization, and process-to-system design. It leads adoption, change management, and benefits realization while partnering closely with Technology for build and delivery.

Key Responsibilities and Duties
  • Insight generation, initiative ownership, and cross-functional coordination.
  • Develops advanced analytics, performance insights, and management reporting.
  • Translates data into actionable insights related to performance, capacity risk, and delivery optimization.
  • Partners with business stakeholders to identify issues, trends, and improvement opportunities.
  • Supports specific technology initiatives, defining requirements and supporting prioritization.
  • Supports process-to-system design, ensuring alignment between operational needs and technology solutions.
  • Helps drive change management and adoption efforts, including stakeholder communication and training.
  • Coordinates exam preparation, RCSA cycles, and issue forums, ensuring alignment and readiness across stakeholders.
  • Identifies opportunities to improve reporting, analytics frameworks, and operating processes.

Minimum Qualifications
  • 5+ years of experience supporting commercial lending, including structured and complex commercial loan portfolios, with a strong understanding of lending operations, credit, portfolio management, and associated data sources.
  • Demonstrated experience working with commercial lending data, including integrating, analyzing, and reporting on loan, credit, portfolio, risk, and operational performance metrics.
  • Technical expertise in SQL, Snowflake, Python, APIs (development and consumption), and other data extraction, transformation, and integration tools.
  • Proven ability to integrate and analyze complex data from multiple sources to deliver actionable insights that support strategic decision-making and executive-level reporting.
  • Strong technical and business acumen, executive presence, and experience partnering across business, credit, operations, risk, compliance, and technology teams.
  • Experience leveraging AI, automation, machine learning, and/or AI agents to improve reporting, analytics, monitoring, operational processes, and business outcomes.
  • Demonstrated success supporting cross-functional strategic initiatives and delivering measurable business outcomes.
  • Proven ability to build strong partnerships across business, technology, credit, operations, risk, compliance, and executive leadership teams.
  • Working knowledge of commercial credit, lending operations, AML, risk management, and regulatory requirements within a banking or financial services environment.
  • Ability to manage multiple priorities in a fast-paced environment while maintaining a high degree of accuracy, accountability, and attention to detail.

Preferred Qualifications
  • Prior experience with the FIS Commercial Loan Servicing System (also known as ACBS)
  • Strong data analytics and reporting experience, including developing dashboards, management reporting, portfolio monitoring, and business intelligence solutions using Power BI or similar visualization platforms.

Role Specific Work Experience
  • 3+ Years Required; 5+ Years Preferred

Educational Requirements
  • University (Degree) Preferred

Physical Requirements
  • Physical Requirements: Sedentary Work

Career Level
7IC

Posting End Date: 9/28/26

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