Lending Strategy & Business Ops Associate, Data Analytics & Reporting

EverBank Financial Corp.; Charlotte, Northern (NC, KY); Hybrid; USD 110,000 - 149,000; Full time

Benefits offered by this job

401(k) savings plan

Wellness benefits

Life Insurance

Job summary

EverBank Financial Corp. is seeking a Lending Strategy & Business Ops Associate to drive analytics, reporting, and data-driven insights across lending operations.

The role partners with risk, credit, operations, and technology teams to align initiatives with the technology roadmap and strategic goals. The position requires 5+ years in commercial lending operations, strong SQL/Snowflake/Python skills, API experience, and the ability to deliver executive-level reporting.

Qualifications

• 5+ years of experience in commercial lending operations including complex portfolios.
• Experience translating data into actionable insights for executive reporting.
• Strong SQL/Snowflake/Python skills and API knowledge.
• Experience integrating data from multiple sources for performance metrics.
• Ability to collaborate across credit, risk, operations and technology teams.

Responsibilities

• Generate advanced analytics, performance insights, and management reporting.
• Translate data into actionable insights on performance, capacity risk, and delivery.
• Partner with stakeholders to identify issues, trends, and improvement opportunities.
• Define requirements and support prioritization for technology initiatives.
• Assist with exam preparation, RCSA cycles, and issue forums for readiness.

Skills

SQL

Snowflake

Python

APIs

Data integration

Analytics reporting

Cross-functional collaboration

AI analytics

Education

University degree preferred

Tools

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 Range

$110,200 - $149,000

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.