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
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