Analyst, Diligence
Analyst responsible for translating lending guidelines into Excel-based programmatic review templates and automated validation systems for loan portfolios. Collaborates with engineering on platform integration and supports securitization initiatives. Requires 2-4 years financial services experience and expert Excel skills.
About the job
Responsibilities
- Transform originator underwriting guidelines into programmatic review templates using advanced Excel modeling
- Design and maintain automated validation systems for client-specific lending criteria
- Collaborate with engineering and product teams to integrate guidelines into Setpoint's platform
- Support rated and non-rated securitization reporting initiatives
- Create and update reports for portfolio analysis and client reviews
- Work directly with clients to implement guideline updates and maintain accuracy
Requirements
- 2-4 years of relevant experience in financial services or related field
- Expert-level Excel skills with demonstrated ability to create complex models
- Strong analytical mindset and proven problem-solving abilities
- Experience with data analysis and reporting
- Ability to work independently while collaborating effectively across teams
- A bias toward action, including the ability to push projects forward with minimal supervision, and bring an ownership mentality to their work
- Willingness to work from our South Jordan office
Nice-to-Haves
- Experience turning manual processes into automated systems
- Ability to translate complex requirements into systematic review frameworks
- Exceptional attention to detail and pattern recognition in complex datasets
- Experience with securitization reporting
Skills
Excel, Financial Analysis, Data Analysis, Securitization, Portfolio Analysis, Underwriting Guidelines, Reporting
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