Related skills
airtable looker sql python tableau📋 Description
- Lead monthly portfolio reviews for all customers and data gathering.
- Identify deteriorating credits and trigger deeper reviews.
- Evaluate line increases, term changes; write memos.
- Oversee KYB/KYC, UCC lien filing, and lien management.
- Design dashboards; automate data ingestion with SQL, Python and Looker.
- Monitor borrower/portfolio trends (CRR, LGD, DSO) for repricing.
- Improve internal reporting and data quality; use low-code tools to automate risk flags.
🎯 Requirements
- 3–7 years in commercial lending, credit risk, or portfolio mgmt.
- Hands-on credit experience: review financial statements; write memos.
- Operational knowledge: KYB/KYC, UCC lien perfection.
- Technical: SQL, Power BI, Tableau, Looker for portfolio analysis.
- Low-code/automation: Power Automate, Airtable, Zapier.
- Communication: strong verbal and written skills with Risk Committee and BD/Ops.
- Education: Bachelor's in Finance/Business/Data Analytics; MBA or CFA a plus.
🎁 Benefits
- Hybrid work model balancing hands-on credit stewardship with analytics.
- Join a high-velocity fintech unit with global scale.
- Impactful work shaping lending strategy and analytics.
- Data-driven culture with growth opportunities.
- Commitment to equal opportunity and privacy.
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