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Setpoint.ioSetpoint.ioSalt Lake City, UT

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.

Salary not listed
Hybrid2+ YOEData Analytics

About the role

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

ExcelFinancial AnalysisData AnalysisSecuritizationPortfolio AnalysisUnderwriting GuidelinesReporting

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