Lending Strategy & Business Ops Associate
The Lending Strategy & Business Operations Associate supports Lending Operations technology initiatives and assists with exam preparation, RCSA cycles, and issue forums to ensure readiness and executive alignment. The Lending Strategy & Business Operations area owns the operations technology roadmap, business requirements, prioritization, and process-to-system design. It leads adoption, change management, and benefits realization while partnering closely with Technology for build and delivery.
Key Responsibilities and Duties
- Insight generation, initiative ownership, and cross-functional coordination.
- Develops advanced analytics, performance insights, and management reporting.
- Translates data into actionable insights related to performance, capacity risk, and delivery optimization.
- Partners with business stakeholders to identify issues, trends, and improvement opportunities.
- Supports specific technology initiatives, defining requirements and supporting prioritization.
- Supports process-to-system design, ensuring alignment between operational needs and technology solutions.
- Helps drive change management and adoption efforts, including stakeholder communication and training.
- Coordinates exam preparation, RCSA cycles, and issue forums, ensuring alignment and readiness across stakeholders.
- Identifies opportunities to improve reporting, analytics frameworks, and operating processes.
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
- 3+ Years Required; 5+ Years Preferred
Educational Requirements
- University (Degree) Preferred
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
7IC
Posting End Date: 9/28/26
Skills Required
- 5+ years supporting commercial lending, including structured and complex commercial loan portfolios
- Strong understanding of lending operations, credit, portfolio management, and associated data sources
- Experience integrating, analyzing, and reporting commercial lending, credit, portfolio, risk, and operational performance data
- Technical expertise in SQL, Snowflake, Python, APIs, and data extraction, transformation, and integration tools
- Experience delivering actionable insights and executive-level reporting from complex, multi-source data
- Strong technical and business acumen, executive presence, and cross-functional partnership experience
- Experience using AI, automation, machine learning, or AI agents to improve analytics and operational outcomes
- Experience supporting strategic initiatives and delivering measurable business outcomes
- Working knowledge of commercial credit, lending operations, AML, risk management, and banking regulatory requirements
- Ability to manage multiple priorities accurately in a fast-paced environment
- Experience with the FIS Commercial Loan Servicing System, also known as ACBS
- Experience developing dashboards, management reporting, portfolio monitoring, and business intelligence solutions using Power BI or similar platforms
- University degree
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.
EverBank Insights
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.
