Related skills
airtable looker sql python tableau📋 Description
- Lead portfolio reviews and diligence for entire customer base.
- Conduct active risk management; trigger deeper reviews.
- Prepare credit modifications; write memos and justifications.
- Own compliance and operations; manage KYB/KYC and lien processes.
- Build analytics dashboards; automate data ingestion with SQL/Python/Looker.
- Analyze borrower trends: CRR, LGD, DSO, exposure.
- Drive process improvement; automate risk flags with low-code tools.
🎯 Requirements
- 3–7 years in commercial lending, credit risk, or portfolio management.
- Hands-on credit experience; review financials and write memos.
- Operational knowledge: KYB/KYC, UCC lien, compliance.
- Technical proficiency: SQL, Power BI, Tableau, Looker for portfolios.
- Low-code/automation: Power Automate, Airtable, Zapier.
- Excellent verbal and written communication to articulate credit rationale.
- Bachelor’s degree in Finance, Business, Data Analytics; MBA or CFA a plus.
Meet JobCopilot: Your Personal AI Job Hunter
Automatically Apply to Finance Jobs. Just set your
preferences and Job Copilot will do the rest — finding, filtering, and applying while you focus on what matters.
Help us maintain the quality of jobs posted on Empllo!
Is this position not a remote job?
Let us know!