Data Analyst
Columbia Bank
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Benefits offered by this job
Job summary
Columbia Bank seeks a seasoned Data Analyst to maximize underwriting platform value through data strategy, analytics, and reporting. You will own platform data products, partner with multiple departments, and transform data into actionable insights that drive decisions and efficiency.
The role emphasizes dashboard development, data governance, and regulatory alignment in a fully onsite environment. Strong collaboration and communication with executives are essential.
Qualifications
- Bachelor's Degree in Business, Analytics, Information Systems, Technology, Finance, or related field
- 7+ years of combined experience in product management, business analysis, banking operations, analytics, reporting, data management, technology, or related fields
- 3+ years of experience with Salesforce and/or nCino platforms
- Experience with process mining, process optimization, and workflow analytics
- Experience working within complex, regulated environments with cross-functional stakeholders
- Strong analytical and problem-solving skills
- Experience developing executive dashboards, operational reporting, and BI solutions
- Proficiency with Power BI, Tableau, or equivalent analytics platforms
- Ability to translate data into actionable insights for decision making
- Knowledge of data governance, reporting design, performance metrics, and BI concepts
- Knowledge of banking operations and underwriting workflows
- Experience with Agile, Scrum, SAFe, and Kanban
- Proven ability to lead cross-functional initiatives and drive projects to completion
- Strong communication and presentation skills for executive audiences
- Ability to translate complex findings into clear recommendations for technical and non-technical audiences
- Knowledge of user adoption measurement and change management
- Experience identifying and quantifying business value, operational efficiency, and ROI opportunities
- Background in Lean, Six Sigma, or continuous improvement
Responsibilities
- Identify opportunities to simplify processes across teams and lines of business
- Develop and maintain product roadmaps focused on efficiency, automation, accuracy, and user experience
- Use data, metrics, and process intelligence to evaluate performance and impact of enhancements
- Build and maintain dashboards and self-service reporting tools for visibility into platform performance
- Define reporting requirements and improve dashboard usability and data quality
- Translate business needs and data insights into product requirements and backlogs
- Incorporate regulatory changes and risk considerations into planning and delivery
- Coordinate with frontline teams, operations, risk, technology, and vendors
- Support release planning, change management, communications, and adoption
- Promote continuous improvement and data-driven decision making
- Maintain compliance with bank regulations and required training
- Coach, mentor, or train others when needed
- Foster Columbia's corporate culture in all actions
- Perform other duties as assigned
Skills
Education
Tools
Job description
San Jose, California
Riverside, CA
Hillsboro, Oregon
Roseburg, Oregon
Bellevue, Washington
San Diego, California
Seattle, Washington
Portland, Oregon
Phoenix, Arizona
Full time
JR103069
The Data Analyst is responsible for maximizing the value of the Bank's underwriting platforms through data strategy, analytics, reporting, and business insight generation. This role serves as the product owner for platform data and reporting capabilities, partnering with business, operations, technology, data, and executive stakeholders to transform underwriting and operational data into actionable insights that improve decision‑making, increase efficiency, identify automation opportunities, and support strategic initiatives.
Identifies, assesses, and drives opportunities to simplify complex or fragmented processes across teams, systems, and lines of business.
Develops, maintains, and evolves product roadmaps focused on efficiency, automation, accuracy, and improved user experiences.
Uses data, metrics, and process intelligence to evaluate performance and measure the impact of delivered enhancements.
Builds and maintains operational reports, dashboards, and self‑service reporting tools that provide visibility into platform performance and key business metrics.
Partners with stakeholders to define reporting requirements and improve dashboard usability, data quality, metric definitions, and adoption.
Translates business needs, data insights, and process gaps into product requirements, user stories, and prioritized backlogs.
Evaluates regulatory changes, risk considerations, and Bank initiatives and incorporates them into product planning and delivery.
Acts as a connector across frontline teams, operations, compliance, risk, technology, and vendors to align priorities and deliver integrated solutions.
Partners with delivery teams to support release planning, change management, communications, training, and adoption efforts.
Promotes continuous improvement, innovation, accountability, and data‑driven decision making.
Demonstrates compliance with all bank regulations applicable to assigned responsibilities and maintains awareness of regulatory changes.
Follows all Bank policies and procedures, compliance regulations, and completes required annual and job‑specific training.
Maintains working knowledge of Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other applicable regulations.
May be asked to coach, mentor, train others, or serve as a subject matter expert.
Actively learns, demonstrates, and fosters Columbia's corporate culture in all actions and words.
May perform other duties as assigned.
Bachelor's Degree in Business, Analytics, Information Systems, Technology, Finance, or related field (preferred).
7+ years of combined experience in product management, business analysis, banking operations, analytics, reporting, data management, technology, or related fields. (Required)
3+ years of experience with Salesforce and/or nCino platforms. (Required)
Experience supporting AI-enabled analytics and decision‑support solutions. (Preferred)
Experience with process mining, process optimization, and workflow analytics. (Preferred)
Experience working within complex, regulated environments with cross‑functional stakeholders. (Required)
Strong analytical and problem‑solving skills with the ability to translate complex data into actionable business insights.
Experience developing executive dashboards, operational reporting, and business intelligence solutions.
Proficiency with Power BI, Tableau, or equivalent analytics platforms.
Ability to leverage data to inform decisions, prioritize work, and evaluate outcomes.
Deep understanding of data governance, reporting design, performance metrics, and business intelligence concepts.
Knowledge of banking operations, underwriting workflows, and regulatory considerations impacting lending products.
Experience with Agile, Scrum, SAFe, and Kanban methodologies.
Proven ability to lead cross‑functional initiatives and drive projects to completion with minimal guidance.
Strong communication and presentation skills, including the ability to present recommendations to executive leadership.
Ability to translate complex findings into clear recommendations for both technical and non‑technical audiences.
Knowledge of user adoption measurement, change management, and organizational transformation.
Experience identifying and quantifying business value, operational efficiency, and return‑on‑investment opportunities.
Background in process improvement methodologies such as Lean, Six Sigma, or continuous improvement.
Salesforce Administrator Certification
Salesforce Certified Agentforce Specialist
nCino Certifications
Six Sigma Green Belt
- Occasional
The pay range for this role is $110,000.00 - $140,000.00.
The pay rate for the selected candidate is dependent upon a variety of non‑discriminatory factors including, but not limited to, job‑related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance‑based incentive compensation, and those details will be provided during the recruitment process.
Primary Location: Ability to work fully onsite at posted location(s).
225 W Santa Clara Street Suite 250 San Jose CA 95113
We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@columbiabank.com .
At Columbia Bank, we’re redefining what it means to bank and to build a career. As the West’s premier banking experience, we combine the strength and scale of a leading financial institution with the heart and mindset of a community bank. With more than 350 locations across eight states, we deliver relationship‑based service backed by regional expertise and resources that help families and businesses thrive.
Our culture is built on Do RIGHT , which means:
Relationships: We create authentic connections with customers, colleagues, and communities.
Impact: Every role here makes a meaningful difference in people’s lives and local economies.
Growth: We invest in your success with career development, mentorship, and learning opportunities.
Heart: We care deeply about doing what’s best for our customers and each other.
Trust: Integrity and transparency guide everything we do.
A strong, stable financial foundation with over $67 billion in assets and a diverse portfolio that supports flexibility and opportunity.
A culture of belonging and purpose, where your ideas matter and your work has impact.
Competitive benefits and flexibility designed to help you thrive personally and professionally.
Community engagement that matters, from supporting local businesses to empowering youth through financial literacy initiatives.
Ready to Do RIGHT for your career, your community, and your future? Explore opportunities and join Columbia Bank today.
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