Related skills
zapier airtable looker sql python📋 Description
- Lead portfolio reviews and diligence; manage monthly financial reviews.
- Conduct active risk management; identify deteriorating credits.
- Prepare credit modifications; evaluate line increases and memos.
- Own compliance and operations; KYB/KYC, UCC filings, lien management.
- Build dashboards and analytics; automate data ingestion with SQL/Python/Looker.
- Analyze borrower and portfolio trends to inform strategies.
🎯 Requirements
- 3–7 years in commercial lending, credit risk, or portfolio mgmt
- Hands-on credit review; analyze financials; write memos
- Operational knowledge: KYB/KYC, UCC lien filing, compliance
- Technical: SQL, Power BI, Tableau, Looker for portfolio analysis
- Low-code/Automation: Power Automate, Airtable, Zapier
- Bachelor’s in Finance/Business/Data Analytics; MBA/CFA a plus
🎁 Benefits
- Hybrid role blending credit stewardship and analytics
- Hands-on environment for deal structuring and diligence
- Data-driven culture with dashboards and analytics
- Cross-functional collaboration with BD and Ops
- Shape asset-based lending and risk strategies
- Comprehensive benefits and total rewards
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