Related skills
airtable looker sql python tableau📋 Description
- Lead monthly portfolio reviews and diligence for all customers.
- Identify deteriorating credits and trigger deeper reviews.
- Prepare credit modifications: evaluate line/term changes and write memos.
- Oversee compliance: KYB/KYC, UCC filing, lien management; drive improvements.
- Build dashboards and analytics; use SQL, Python, Looker to automate.
- Monitor trends (CRR, LGD, DSO, exposure) for repricing strategies.
🎯 Requirements
- 3–7 years in commercial lending, credit risk, or portfolio management.
- Hands-on credit experience with financial statements and memos.
- Operational knowledge: KYB/KYC, UCC lien perfection, compliance.
- Technical proficiency: SQL, Power BI, Tableau, Looker.
- Low-code automation: Power Automate, Airtable, Zapier.
- Excellent communication; Bachelor’s in Finance/Business; MBA/CFA a plus.
🎁 Benefits
- Hybrid role at Flexport Capital
- Hands-on, data-driven environment
- Opportunity to shape lending strategy
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