Lending Strategy & Business Ops Associate, Data Analytics & Reporting

Minimum Qualifications

• 5+ years of experience supporting commercial lending, including structured and complex commercial loan portfolios, with a strong understanding of lending operations, credit, portfolio management, and associated data sources.
• Demonstrated experience working with commercial lending data, including integrating, analyzing, and reporting on loan, credit, portfolio, risk, and operational performance metrics.
• Technical expertise in SQL, Snowflake, Python, APIs (development and consumption), and other data extraction, transformation, and integration tools.
• Proven ability to integrate and analyze complex data from multiple sources to deliver actionable insights that support strategic decision-making and executive-level reporting.
• Strong technical and business acumen, executive presence, and experience partnering across business, credit, operations, risk, compliance, and technology teams.
• Experience leveraging AI, automation, machine learning, and/or AI agents to improve reporting, analytics, monitoring, operational processes, and business outcomes.
• Demonstrated success supporting cross-functional strategic initiatives and delivering measurable business outcomes.
• Proven ability to build strong partnerships across business, technology, credit, operations, risk, compliance, and executive leadership teams.
• Working knowledge of commercial credit, lending operations, AML, risk management, and regulatory requirements within a banking or financial services environment.
• Ability to manage multiple priorities in a fast-paced environment while maintaining a high degree of accuracy, accountability, and attention to detail.
• Preferred Qualifications
• Prior experience with the FIS Commercial Loan Servicing System (also known as ACBS)
• Strong data analytics and reporting experience, including developing dashboards, management reporting, portfolio monitoring, and business intelligence solutions using Power BI or similar visualization platforms.

Role Specific Work Experience

Educational Requirements

• University (Degree) Preferred

Physical Requirements

• Physical Requirements: Sedentary Work
• Career Level 7IC

Location(s)

• Charlotte, NC, USA

Pay & Benefits Summary

• EverBank, N.A. is committed to the well-being of its associates. That's why we offer a comprehensive Total Rewards package commensurate with the position and job-related qualifications, skills and knowledge. The Company's comprehensive Total Rewards package provides choice and flexibility and respects differences. The following benefits are available through the Company:
• Medical, dental, vision & HSA/FSA
• 401(k) savings
• Paid holidays & generous PTO
• Additional wellness & voluntary benefits

Additional Company-provided benefit options (subject to plan terms)

• Tuition reimbursement
• Commuter Benefits
• Life and Disability Insurance

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