Project Lead, Strategic Loan Reporting & Analytics

Valley National Bank; West Palm Beach (FL); Hybrid; USD 98,000 - 172,000; Full time

Job summary

Valley Bank is seeking a Project Lead for Strategic Loan Reporting & Analytics to oversee reporting, analytics, and technology initiatives across Commercial, Residential, and Consumer lending. You will liaison between business units, IT, and external vendors to drive project delivery, data governance, and process improvements.

The role emphasizes designing automated reporting using Power BI, Power Apps, and Snowflake, improving operational efficiency, and ensuring compliance with data standards

Qualifications

• Bachelor's degree or equivalent experience.
• Five (5) or more years of experience in commercial loan servicing or related field.
• Three (3) or more years of project leadership or technology-related initiatives.
• Experience with AI-powered reporting tools is desirable.

Responsibilities

• Lead strategic reporting, analytics, technology, and operational projects with timelines.
• Act as liaison between lending units, IT, and external partners for system enhancements.
• Design and improve reporting using Power BI, Power Apps, and Snowflake.
• Evaluate processes and controls to boost efficiency and risk management.
• Document data standards and governance across lending operations.
• Incorporate AI and automation to streamline workflows and insights.

Skills

Loan servicing knowledge

Communication skills

Stakeholder management

AI tools experience

SQL knowledge

Self-motivation under pressure

Relationship building

Education

Bachelor's degree in Business Administration/Finance/Accounting/IS/CS

Tools

Power BI

Power Apps

Snowflake

Excel

Word

PowerPoint

IBS Insight

Job description

Project Lead, Strategic Loan Reporting & Analytics

#26-919

Multiple Locations

Job Overview

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.

Expected Work Hours

40

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.

Requirements

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.

Full-time/Part-time

Full-time

FLSA

Exempt

Total Rewards Summary

We provide a comprehensive and competitive total rewards package including base salary determined by factors such as the role, relevant experience, skill set, and geographical location. Eligible positions may also be eligible to receive commission-based compensation and/or discretionary incentive compensation, which may be awarded as cash or forfeitable equity, recognizing individual performance and contributions. In addition to financial compensation, we offer a robust suite of benefits tailored to meet diverse employee needs based on eligibility criteria. These include comprehensive health care and insurance plans, retirement savings options, tuition and adoption reimbursement programs, paid time off, mental health support, and other valuable benefits programs. Further details regarding total compensation and benefits will be shared during the hiring process.

Pay Range

$98,400.00 - $171,900.00 / year

Pay Transparency

In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to "Pay Transparency Law"; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions.

Employee Polygraph Protection Act

Right to Work/E-Verify

Family and Medical Leave Act

Valley is an equal opportunity/affirmative action employer. All qualified applicants are encouraged to apply and will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status or characteristic.

If you are a person with a disability and need a reasonable accommodation to search or apply for a career opportunity, please call us at 800-652-6500, option 2, for assistance with an alternate method of access. A response to your accommodation request may take up to two business days. Other inquiries to this number will not receive a response.

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