Lending Strategy & Business Ops Associate, Data Analytics & Reporting

EverBank N.A.; Charlotte (NC); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

401(k) savings

Wellness and voluntary benefits

Life and Disability Insurance

Job summary

EverBank N.A. is seeking a Lending Strategy & Business Ops Associate in Charlotte, NC to support lending operations technology initiatives and exam readiness. The role focuses on analytics, reporting, and cross-functional collaboration with technology, risk, and credit teams.

Responsibilities include driving insights, ownership of performance metrics, and delivering executive-level reporting. Strong SQL, Snowflake, Python, and API skills are required, with experience in banking data sources and

Qualifications

• 5+ years of experience supporting commercial lending operations and portfolios.
• Experience analyzing loan, credit, portfolio, risk, and operational performance data.
• Strong SQL, Snowflake, Python, and APIs for data extraction, transformation, and integration.

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 technology initiatives, defining requirements and 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.

Skills

SQL

Snowflake

Python

APIs

Data Visualization

Education

Bachelor’s degree or higher

Tools

ACBS

Power BI

Job description

Lending Strategy & Business Ops Associate, Data Analytics & Reporting

#26-0375

Charlotte, North Carolina, United States

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

Posting End Date: 9/28/26

Pay & Benefits Summary

EverBank, N.A. is committed to the well‑being of its associates. That's why we offer a comprehensive Total Rewards package commensurate with the position and job‑related qualifications, skills and knowledge. The Company's comprehensive Total Rewards package provides choice and flexibility and respects differences. The following benefits are available through the Company:

• 401(k) savings
• Additional wellness & voluntary benefits

Additional Company-provided benefit options (subject to plan terms):

• Life and Disability Insurance

Job Description Disclaimer

This job description is not intended to be a comprehensive list of duties, responsibilities or activities that are required to perform this job. Duties, responsibilities and activities may change without notice.

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.