Lending Strategy & Business Ops Associate, Data Analytics & Reporting

About the role

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. EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers. The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.

Career Level: 7IC | Posting End Date: 10/1/26

Responsibilities

• 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

Requirements

• 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