CRA Lead Data Reporting Analyst
The CRA Lead Data Reporting Analyst reviews and approves complex analytics and statistical modeling on large data sets that identify current market sector trends and customer patterns. This job directs the examination and identification of data patterns and trends that help answer business questions and improve decision-making. The CRA Data Reporting Analyst oversees the collection of data sources, as well as the analysis and extraction of key data and information. This job also ensures that data quality meets the organization's information system’s needs and requirements.
Key Responsibilities and Duties
- Leads CRA data reporting and analytical support by coding and validating loan and activity data to accurately identify Community Reinvestment Act (CRA) qualifying activities across lending systems.
- Develops and maintains CRA trend and peer benchmarking analyses using internal and external data sources (e.g., CRA Wiz, Risk Exec, Kadince, FindCRA) to support ongoing performance monitoring and CRA examination readiness.
- Approves mathematical, statistical, and economic techniques that determine market conditions, project consumer needs and inform business initiatives.
- Analyzes and reviews trends found from modelling to inform other lines of business such as product development and marketing decisions.
- Oversees data mining models, statistical reporting and data analysis methodologies to identify key customer segments and to simulate impact of potential business decisions.
- Develops and presents detailed reports and conclusions for business, finance, and investment management based on data summaries.
- Partners with other areas of the business to model outcome of implementing potential business strategies.
- Manages large, complex projects or processes with limited oversight while working with other team members to ensure accurate findings and results.
Educational Requirements
- University (Degree) Preferred
Minimum Qualifications
- Working understanding of the Community Reinvestment Act (CRA), including qualifying activities, assessment areas, and examination support.
- Experience supporting CRA data reporting, analysis, or compliance activities in a regulated financial services environment.
- 5+ years of experience in data reporting, analytics, or business intelligence roles, ideally supporting regulatory, compliance, or risk-related functions.
- Hands-on experience coding or tagging loan systems to identify and classify CRA‑qualifying activity.
- Strong proficiency in SQL for querying, validating, and transforming large datasets. Tableau and/or Power BI experience to build reporting dashboards, scorecards, and trend analyses.
- Familiarity with CRA-related tools or platforms such as Risk Exec, CRA Wiz, Kadince, or FindCRA (or similar regulatory reporting systems).
Preferred Qualifications
- 7+ years of experience supporting CRA, fair lending, or regulatory reporting within a financial institution.
- Demonstrated ability to interpret CRA regulations and apply them to data logic and reporting requirements.
- Strong working knowledge of CRA Wiz, Risk Exec, Kadince, FindCRA, or comparable CRA/compliance platforms.
- Experience integrating data across multiple source systems (loan origination, servicing, geographic, demographic data) to support CRA reporting.
- Advanced dashboard development skills in Tableau and Power BI, including peer comparisons and performance trending.
Role Specific Work Experience
- 5+ Years Required; 7+ Years Preferred
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
8IC
Preferred Qualifications
Posting end date: 6/1/26
EverBank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about EverBank and has not been reviewed or approved by EverBank.
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Fair & Transparent Compensation — Pay is often positioned as fair-to-good, including being competitive for certain roles and local markets. Satisfaction appears stronger in specific teams where compensation aligns with expectations.
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Wellbeing & Lifestyle Benefits — Well-being extras are emphasized, including a Lifestyle Spending Account for eligible wellness expenses alongside wellness resources and an EAP. These features can increase perceived total rewards value beyond base pay.
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Retirement Support — Retirement support is framed around a 401(k) match up to 4% with additional insurance protections. The structure is described as competitive for a mid-size bank, even if not best-in-class.
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What We Do
EverBank is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital account access for clients 24/7, in addition to phone banking services and a network of financial centers across Florida. EverBank’s commitment is to deliver our clients high-performing, high-yield solutions backed by exceptional service, giving them the advantage they expect, to make the most of their money.
