What are the responsibilities and job description for the Lending Strategy & Business Ops Associate, Data Analytics & Reporting position at EverBank N.A.?
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: 10/19/26