Loan Operations Analyst

Jobtailor; Greenville (SC); On-site; USD 65,000 - 85,000; Full time

Job summary

Jobtailor in Greenville, SC, seeks a data analytics professional to analyze large data sets, identify trends, and translate findings into actionable insights for Loan Operations.

You will design reports, collaborate with IT and cross-functional teams, ensure data quality, and support mergers, regulatory reviews, audits, and quality assurance while contributing to project planning and delivery.

Qualifications

• Bachelor’s degree in Business, Data Science, IT or related field.
• 1–3 years of analytical experience; financial services or loans a plus.
• Proficient with Word, Excel, Access, SQL and analytics tools.
• Ability to liaise with IT and senior management; multitask and deliver on time.
• Background and credit check may be required.

Responsibilities

• Analyze large data sets to identify trends and drivers of business performance.
• Design reports to visually communicate insights to stakeholders across Loan Operations.
• Collaborate with teams and Chief Data Office to implement reporting solutions.
• Interpret data visuals and present insights and recommendations to senior leaders.
• Maintain data quality standards across systems.
• Support non-PMO project meetings and timelines.
• Assist in building and executing non-PMO project plans and resource coordination.
• Support data & reporting for mergers, regulatory reviews, audits, and QA.
• Help project team members with responsibilities and deliverables.
• Complete required compliance training (BSA/AML, etc.).
• Perform other duties as assigned.

Skills

Data Analysis

SQL Proficiency

Business Analytics

Regulatory Compliance

Project Coordination

Education

Bachelor's degree in Business, Data Science, Information Technology, or related field

Tools

Word

Excel

Access

Job description

• Analyze large and complex data sets, identifying trends and key drivers of business performance
• Design and develop reports to visually communicate insights to stakeholders across Loan Operations
• Collaborate with departmental teams to understand data needs and coordinate with the Chief Data Office to implement customized reporting solutions
• Interpret data visualizations and present insights and recommendations to senior leaders
• Develop and maintain data quality standards to ensure accuracy and consistency across systems
• Assist in facilitating non-PMO project meetings, including regular status meetings and working sessions
• Assist in building and executing non-PMO project plans, timelines, and resource coordination
• Support data and reporting needs tied to mergers/conversions, regulatory reviews, audits, compliance requirements, and quality assurance
• Support project team members with responsibilities and deliverables throughout assigned projects
• Participate in required compliance training, including Bank Secrecy Act/AML training, internal and external training programs, online trainings, meetings, and seminars
• Perform other duties as assigned; responsibilities may change at any time with or without notice

Requirements

• Bachelor’s degree in Business, Data Science, Information Technology, or related field; equivalent education/experience may be considered
• 1–3 years of experience in an analytical role strongly preferred; experience in Financial Services or Loans is a plus
• Ability to work with all levels of management and serve as a liaison with IT teams
• Proficiency in Word, Excel, Access, SQL, Business Analytics, Workflow tools, and related analytical applications
• Strong focus on service, quality, and timely delivery; ability to multitask effectively
• Excellent time-management, organizational skills, and attention to detail
• Positive, self-motivated attitude with the ability to learn quickly and adapt to changes
• Demonstrated ability to convert business reporting needs into sustainable reporting solutions
• Strong problem-solving abilities, including the ability to identify issues and recommend actionable solutions
• Must pass a background and credit check

Core Competencies

Demonstrates expertise in data analysis, reporting, and visualization, with a strong focus on quality and compliance in the financial services sector. Proficient in collaborating with cross-functional teams to deliver actionable insights and sustainable reporting solutions.

Highest-signal resume keywords

• Data Analysis
• SQL Proficiency
• Business Analytics
• Regulatory Compliance
• Project Coordination

Hard Skills

• Data Analysis
• Data Visualization
• Reporting Development
• SQL
• Business Analytics
• Data Quality Standards
• Workflow Tools
• Analytical Applications

Soft Skills

• Time Management
• Organizational Skills
• Problem-Solving
• Attention to Detail
• Adaptability

Certifications & Qualifications

• Bank Secrecy Act/AML Training

Industry Keywords

• Financial Services
• Loans
• Compliance Requirements
• Quality Assurance

Tools & Technologies

• Word
• Excel
• Access