Project Lead, Strategic Loan Reporting & Analytics

Valley Bank; Wayne (NJ); On-site; USD 110,000 - 150,000; Full time

Job summary

Valley Bank is seeking a Project Lead for Strategic Loan Reporting and Analytics in Wayne, NJ. This role drives reporting, analytics, and tech initiatives across Commercial, Residential, and Consumer Lending, coordinating between business units, IT, and vendors.

The ideal candidate will lead multi-project delivery, design advanced reporting solutions, and push data governance and AI-enabled improvements to support business objectives.

Qualifications

• Extensive knowledge of commercial loan servicing and related processes.
• Experience with consumer/residential loan servicing is a plus.
• Strong written and oral communication skills.
• Proficient in Excel, Word, PowerPoint, and PowerBI.
• Experience using AI-powered tools to enhance reporting and workflows.
• Knowledge of SQL database development is a plus.
• Self-motivated and able to work under pressure and deadlines.
• Ability to build respectful, productive relationships with stakeholders.

Responsibilities

• Lead and manage multiple strategic reporting, analytics, technology, and operational projects.
• Serve as liaison between lending units, IT, vendors, and external partners.
• Design and enhance reporting using Power BI, Power Apps, and Snowflake.
• Evaluate processes and controls; implement efficiency and risk improvements.
• Define data standards, governance, and reporting requirements across lending ops.
• Identify AI, automation to streamline workflows and data-driven decisions.
• Manage vendor relationships and ensure project delivery.
• Collaborate with stakeholders to gather requirements and drive implementations.
• Develop and maintain user guides, procedures, and business requirements.

Skills

Power BI

Power Apps

Snowflake

SQL

Data governance

Project management

Stakeholder comms

Automation tools

Business analysis

Lending knowledge

Education

Bachelor's degree

Finance/IS background

Relevant experience

Tools

IBS Insight

Excel

Power BI

Power Apps

Job description

At Valley Bank, we believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been the Bank that clients from every industry turn to for our expertise, strategies, and advice--building the kind of trust that can fuel every goal. We are the leading relationship bank built for growth--with over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices in communities across the US.

At Valley, we're all driven by an ambition that goes deeper than just having a job. That's why when you work for us, we make it our goal to help you focus on what drives you--working to turn your passions and strengths into assets you can use to propel your ambitions and build the professional legacy you want. Because when we say we're a relationship bank built for growth, that's not just reserved for our clients--that includes all our associates as well.

The Project Lead -- Strategic Loan Reporting and Analytics leads technology, reporting, analytics, and operational initiatives supporting Commercial, Residential, and Consumer Operations. Serving as the primary liaison between business units, IT, and external vendors, this role drives project delivery, system implementations, data governance, testing, reporting enhancements, and process improvements that strengthen controls, improve operational efficiency, and support business objectives.,

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.

Required Skills

• Comprehensive knowledge of commercial loan servicing functions and industry practices, with the ability to apply that knowledge to operational, technical, and process improvement initiatives.
• Experience with consumer and residential loan servicing is a plus.
• Strong oral and written communication skills.
• Proficient in Excel, Word, Power Point, and PowerBI.
• IBS Insight system experience preferred.
• Experience utilizing AI-powered business tools to develop reporting solutions, analyze data, improve workflow efficiency, and support process improvement initiatives.
• Knowledge of SQL database development a plus.
• Highly self-motivated and works well under pressure and time constraints.
• Ability to develop and maintain respectful and productive working relationships with internal stakeholders, co-workers, and leadership.

Required Experience

• Bachelor's degree in Business Administration, Finance, Accounting, Information Systems, Computer Science, or a related field; equivalent combination of education and experience in lieu of a Bachelor's may be considered.
• Five (5) or more years of experience in commercial loan servicing, loan operations, banking systems support, business analysis, project management, or a related financial services environment.
• Three (3) or more years of experience leading projects, system implementations, process improvement initiatives, or technology-related efforts.

Preferred Experience

• Experience supporting commercial, consumer, and/or residential loan servicing operations.
• Experience participating in system conversions, upgrades, integrations, acquisitions, or major software implementations within a banking environment.