Lending Strategy & Business Ops Associate Data Analytics & Reporting

EverBank N.A
  • Charlotte, NC
    13 days ago

    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

    Numbers & Facts

    LocationCharlotte, NC

    Skills

    • Application Programming Interface (API)unmatched
    • Artificial Intelligence (AI)unmatched
    • Artificial Intelligence (AI) Agentsunmatched
    • Automationunmatched
    • Banking Servicesunmatched
    • Business Intelligenceunmatched
    • Business Operationsunmatched
    • Business Skillsunmatched
    • Business Solutionsunmatched
    • Change Managementunmatched
    • Commercial Loansunmatched
    • Compensation and Benefitsunmatched
    • Cross-Functionalunmatched
    • Data Analysisunmatched
    • Decision Supportunmatched
    • Detail Orientedunmatched
    • Establish Prioritiesunmatched
    • Financial Servicesunmatched
    • Identify Issuesunmatched
    • Information Technology & Information Systemsunmatched
    • Investment Managementunmatched
    • Leadershipunmatched
    • Loan Operationsunmatched
    • Loan Portfoliounmatched
    • Loan Servicingunmatched
    • Loan Structuringunmatched
    • Loansunmatched
    • Machine Learningunmatched
    • Management Reportingunmatched
    • Multitaskingunmatched
    • Operational Supportunmatched
    • Operations Processesunmatched
    • Performance Managementunmatched
    • Performance Metricsunmatched
    • Power BIunmatched
    • Process Improvementunmatched
    • Python Programming/Scripting Languageunmatched
    • Regulatory Requirementsunmatched
    • Reporting Dashboardsunmatched
    • Reporting Skillsunmatched
    • Requirements Managementunmatched
    • Riskunmatched
    • Risk Managementunmatched
    • SQL (Structured Query Language)unmatched
    • Strategic Planningunmatched
    • Technical Operationsunmatched
    • Technical Supportunmatched
    • Transformation Toolsunmatched
    • Trend Analysisunmatched

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