Proj Ld, Strat Loan Rptg/Anlyt

Valley Bank; West Palm Beach (FL); On-site; USD 125,000 - 170,000; Full time

Job summary

Valley Bank in West Palm Beach, FL, seeks a senior leader to oversee multiple strategic reporting, analytics, technology, and operational projects within lending and related operations. You will coordinate between lending business units, IT, core banking support, and vendors to drive system enhancements, issue resolution, and new product implementations.

The role emphasizes designing and enhancing reporting with Power BI, Power Apps, and Snowflake to improve visibility, automate processes, and

Responsibilities

• Lead and manage multiple strategic reporting, analytics, technology, and operational projects to deliver on timeline and objectives.
• Serve as liaison between lending units, IT, core banking, vendors, and partners to support system enhancements, issue resolution, and new product implementations.
• Design and enhance operational reporting/analytics using Power BI, Power Apps, and Snowflake to improve visibility, automate processes, and deliver insights.
• Evaluate processes/controls and implement improvements to boost efficiency, accuracy, risk management, and performance.
• Define, document, and maintain data standards, governance, and reporting requirements across Commercial, Residential, and Consumer Lending operations.
• Identify and apply AI, automation, and emerging tech to streamline workflows and improve reporting for data-driven decisions.
• Manage vendor relationships as primary contact for technology and processing partners to ensure service delivery and project execution.
• Collaborate with stakeholders to prioritize initiatives, gather requirements, and ensure successful project implementations.
• Develop and maintain user guides, process docs, procedures, and business requirements for consistency and knowledge transfer.
• Oversee testing, release validation, and data mapping for interfaces, while staying current on trends and best practices via webinars and groups.

Job description

Responsibilities include but are not limited to:

• Lead and manage multiple concurrent strategic reporting, analytics, technology, and operational projects, ensuring successful delivery within established timelines and objectives.
• Serve as the primary liaison between lending business units, Information Technology, core banking support teams, vendors, and external partners to support system enhancements, issue resolution, and new product implementations.
• Design, develop, and enhance operational reporting and analytics solutions using tools such as Power BI, Power Apps, and Snowflake to improve visibility, automate processes, and provide actionable business insights.
• Evaluate existing processes and controls, recommending and implementing improvements that enhance operational efficiency, reporting accuracy, risk management, and overall performance.
• Define, document, and maintain data standards, governance practices, and reporting requirements across Commercial, Residential, and Consumer Lending operations.
• Identify and leverage artificial intelligence, automation, and emerging technologies to streamline workflows, improve reporting capabilities, and support data-driven decision-making.
• Manage key vendor relationships, serving as the primary point of contact for designated technology and processing partners to ensure effective service delivery and project execution.
• Collaborate with business stakeholders and operational teams to prioritize initiatives, gather requirements, and ensure successful implementation of strategic projects and system enhancements.
• Develop, maintain, and enhance user guides, process documentation, procedures, and business requirements to support operational consistency and knowledge transfer.
• Oversee system enhancement testing, release validation, and data mapping activities for internal and external interfaces, while staying current on industry trends, vendor solutions, and best practices through webinars, user groups, and professional development opportunities.