Mid Level Commercial Lending Specialist Jobs
Mid level commercial lending specialist jobs go to professionals ready to own loan portfolios, lead client relationships independently, and guide junior analysts through complex credit decisions. Openings run across Banking & Financial Services, Investment & Asset Management, and Fintech, with a mix of on-site, hybrid, and remote positions available, and employers like JPMorganChase, Morgan Stanley, and Dart Bank & Mortgage hiring at this level now.
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JOB SUMMARY
The Mortgage Warehouse Lending Data Analyst supports the Warehouse Lending Group through data analytics, reporting automation, dashboard development and maintenance, and process optimization initiatives. The primary focus of the role is to develop scalable reporting solutions, automate manual processes, improve data accessibility, and create analytical tools that support portfolio monitoring, decision-making, and business performance.
Working closely with Warehouse Lending, Credit Risk, the Chief Investment Office, Credit Review, Technology, and other stakeholders, the analyst will leverage data, automation, and emerging technologies, including artificial intelligence, to interpret trends, drive efficiencies and support strategic initiatives. The role also offers a career path into broader mortgage warehouse lending, financial analysis, counterparty risk management, and underwriting responsibilities.
CARREER DEVELOPMENT OPPORTUNITIES
- Gain exposure to mortgage warehouse lending operations and portfolio management.
- Participate in customer diligence meetings and management discussions.
- Develop knowledge of financial statement analysis and counterparty risk assessment.
- Support portfolio monitoring and risk measurement and management activities.
- Progress into more advanced analytical, risk management, and underwriting responsibilities.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Designs, develops, automates, and maintains recurring reports, dashboards, and management information packages.
- Extracts, validates, transforms, and analyzes data from multiple internal and external sources to support business decisions.
- Develops analytical models, reporting tools, and performance metrics that improve operational efficiency and reduce manual processes.
- Creates dashboards and visualizations using Power BI, Tableau, or similar business intelligence platforms.
- Identifies opportunities to streamline workflows through automation, advanced analytics, artificial intelligence, and other emerging technologies.
- Develops management reports, portfolio analytics, and presentation materials for senior leadership and committee meetings, including analysis of key insights and trends.
- Partners with business stakeholders to understand reporting needs and deliver scalable data and analytics solutions.
- Assists in the development of AI-powered tools, intelligent agents, automated workflows, and other technology solutions to enhance reporting and decision-making capabilities.
- Documents data sources, reporting processes, methodologies, and procedures to promote consistency and data integrity.
- Monitors industry trends and emerging technologies and recommends innovative solutions to improve business processes and analytical capabilities.
- Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
- Adheres to Bank policies and procedures and completes required training.
- Identifies and reports suspicious activity.
QUALIFICATIONS
Education
- Bachelor's degree in Computer Science, Data Analytics, Information Systems, Engineering, Mathematics, Statistics, Economics, Finance, or a related field required. Equivalent combination of education and relevant experience will be considered.
Experience
- 3 years of experience extracting, transforming, validating, and analyzing data from multiple internal and external sources
- 3 years of experience developing automated reports, dashboards, analytical models, and business intelligence solutions
- 3 years of experience identifying and implementing opportunities to streamline workflows and improve operational efficiency through automation and technology
- Familiarity with artificial intelligence tools, large language models (LLMs), intelligent agents, or AI-enabled workflow solutions preferred
- Familiarity with AWS, Power Apps, SharePoint, or other data management and workflow platforms preferred
Knowledge, Skills, and Abilities
- Strong analytical, quantitative, and problem-solving skills.
- Ability to translate complex data into actionable business insights and recommendations.
- Strong verbal and written communication skills, including the ability to prepare reports, presentations, and executive-level summaries.
- Ability to manage multiple priorities and work effectively in a fast-paced environment.
- Curiosity and willingness to learn new technologies, tools, and business processes.
- Demonstrated interest in data analytics, automation, artificial intelligence, and process improvement.
- Ability to work collaboratively across business, technology, and operational teams.
- Self-motivated with a continuous improvement mindset and strong attention to detail.
Technical Skills:
- Python (Pandas, NumPy, data visualization, automation, and data analysis libraries)
- SQL
- Power BI, Tableau, or similar business intelligence and data visualization tools
- Advanced Microsoft Excel, including Power Query, data modeling, and complex data analysis
- Power Automate, VBA, or other process automation tools
Additional Information
- Candidates residing in locations within BankUnited's footprint may be given preference.
Compensation: $85,000-$95000
JOB SUMMARY
The Mortgage Warehouse Lending Data Analyst supports the Warehouse Lending Group through data analytics, reporting automation, dashboard development and maintenance, and process optimization initiatives. The primary focus of the role is to develop scalable reporting solutions, automate manual processes, improve data accessibility, and create analytical tools that support portfolio monitoring, decision-making, and business performance.
Working closely with Warehouse Lending, Credit Risk, the Chief Investment Office, Credit Review, Technology, and other stakeholders, the analyst will leverage data, automation, and emerging technologies, including artificial intelligence, to interpret trends, drive efficiencies and support strategic initiatives. The role also offers a career path into broader mortgage warehouse lending, financial analysis, counterparty risk management, and underwriting responsibilities.
CARREER DEVELOPMENT OPPORTUNITIES
- Gain exposure to mortgage warehouse lending operations and portfolio management.
- Participate in customer diligence meetings and management discussions.
- Develop knowledge of financial statement analysis and counterparty risk assessment.
- Support portfolio monitoring and risk measurement and management activities.
- Progress into more advanced analytical, risk management, and underwriting responsibilities.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Designs, develops, automates, and maintains recurring reports, dashboards, and management information packages.
- Extracts, validates, transforms, and analyzes data from multiple internal and external sources to support business decisions.
- Develops analytical models, reporting tools, and performance metrics that improve operational efficiency and reduce manual processes.
- Creates dashboards and visualizations using Power BI, Tableau, or similar business intelligence platforms.
- Identifies opportunities to streamline workflows through automation, advanced analytics, artificial intelligence, and other emerging technologies.
- Develops management reports, portfolio analytics, and presentation materials for senior leadership and committee meetings, including analysis of key insights and trends.
- Partners with business stakeholders to understand reporting needs and deliver scalable data and analytics solutions.
- Assists in the development of AI-powered tools, intelligent agents, automated workflows, and other technology solutions to enhance reporting and decision-making capabilities.
- Documents data sources, reporting processes, methodologies, and procedures to promote consistency and data integrity.
- Monitors industry trends and emerging technologies and recommends innovative solutions to improve business processes and analytical capabilities.
- Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
- Adheres to Bank policies and procedures and completes required training.
- Identifies and reports suspicious activity.
QUALIFICATIONS
Education
- Bachelor's degree in Computer Science, Data Analytics, Information Systems, Engineering, Mathematics, Statistics, Economics, Finance, or a related field required. Equivalent combination of education and relevant experience will be considered.
Experience
- 3 years of experience extracting, transforming, validating, and analyzing data from multiple internal and external sources
- 3 years of experience developing automated reports, dashboards, analytical models, and business intelligence solutions
- 3 years of experience identifying and implementing opportunities to streamline workflows and improve operational efficiency through automation and technology
- Familiarity with artificial intelligence tools, large language models (LLMs), intelligent agents, or AI-enabled workflow solutions preferred
- Familiarity with AWS, Power Apps, SharePoint, or other data management and workflow platforms preferred
Knowledge, Skills, and Abilities
- Strong analytical, quantitative, and problem-solving skills.
- Ability to translate complex data into actionable business insights and recommendations.
- Strong verbal and written communication skills, including the ability to prepare reports, presentations, and executive-level summaries.
- Ability to manage multiple priorities and work effectively in a fast-paced environment.
- Curiosity and willingness to learn new technologies, tools, and business processes.
- Demonstrated interest in data analytics, automation, artificial intelligence, and process improvement.
- Ability to work collaboratively across business, technology, and operational teams.
- Self-motivated with a continuous improvement mindset and strong attention to detail.
Technical Skills:
- Python (Pandas, NumPy, data visualization, automation, and data analysis libraries)
- SQL
- Power BI, Tableau, or similar business intelligence and data visualization tools
- Advanced Microsoft Excel, including Power Query, data modeling, and complex data analysis
- Power Automate, VBA, or other process automation tools
Additional Information
- Candidates residing in locations within BankUnited's footprint may be given preference.
Compensation: $85,000-$95000
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Find JobsMid Level Commercial Lending Specialist Job Market
Who's Hiring
- JPMorganChase23
- Morgan Stanley2
- Dart Bank & Mortgage2
- Truist1
- Upstart1
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
- Fintech
Mid Level Commercial Lending Specialist Jobs: Frequently Asked Questions
How do I get a mid level commercial lending specialist job?
Position your experience around credit analysis ownership, deal closings you led, and client relationships you managed without close supervision. Highlight your familiarity with underwriting standards, loan structuring, and regulatory compliance in your resume and cover letter. Applications that demonstrate measurable portfolio outcomes, such as funded deal volume or retention rates, stand out strongly at this level.
Which companies hire mid level commercial lending specialists?
Companies hiring mid level commercial lending specialists right now include JPMorganChase, Morgan Stanley, and Dart Bank & Mortgage, based on current listings on Migrate Mate as of November 2026. Regional banks, community financial institutions, credit unions, and commercial finance arms of larger national lenders tend to be the most active employers at this experience level.
Are there remote mid level commercial lending specialist jobs?
Yes, though many roles still prefer on-site or hybrid arrangements given the client-facing nature of the work. About 14% of mid level commercial lending specialist openings are remote or hybrid as of November 2026, with fully remote positions more common at institutions that have established distributed lending teams or technology-driven underwriting workflows.
How do I move up to a mid level commercial lending specialist role?
Moving from entry level into a mid level commercial lending specialist role typically involves deepening your credit analysis skills, taking ownership of smaller deals from application through closing, and building a record of consistent, accurate underwriting decisions. Demonstrating that you can manage client communication, resolve complex credit questions, and mentor newer team members signals readiness for mid level responsibilities.
Which industries hire the most mid level commercial lending specialists?
Mid Level commercial lending specialist roles concentrate in Banking & Financial Services, Investment & Asset Management, and Fintech, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because they require experienced specialists who can independently evaluate credit risk, structure customized loan solutions, and manage ongoing borrower relationships across diverse commercial portfolios.