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JOB DETAILS

Lending Strategy & Business Ops Associate, Data Analytics & Reporting

CompanyEverBank
LocationCharlotte
Work ModeOn Site
PostedOctober 17, 2026
About The Company
We’re a premium performance banking partner. A specialty bank that delivers reliability, security and deep expertise in the form of high-value products and services to consumer and commercial clients across the nation online or at our financial centers in Florida and California. We’re committed to ensuring your money reaches its greatest potential. As a client, you will always have the advantage.
About the Role

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

Key Skills
SQLSnowflakePythonData AnalyticsCommercial LendingPortfolio ManagementRisk ManagementBusiness IntelligencePower BIAPI DevelopmentChange ManagementRegulatory ComplianceMachine LearningAutomationFinancial ReportingCredit Analysis
Categories
Data & AnalyticsFinance & AccountingTechnologyManagement & LeadershipConsulting
Job Information
📋Core Responsibilities
The associate supports lending operations technology initiatives, manages the operations technology roadmap, and develops advanced analytics and management reporting. They also coordinate exam preparation, RCSA cycles, and cross-functional stakeholder alignment to ensure operational readiness.
📋Job Type
full time
📊Experience Level
5-10
💼Company Size
2550
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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