Strategic Loan Analytics & Project Lead

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

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