# Capital Credit Senior Associate, Underwriting and Portfolio Management

**Company:** [Flexport](https://hotfix.jobs/companies/flexport)
**Location:** Dallas, TX
**Role:** Finance & Accounting
**Experience:** 3+ years
**Skills:** SQL, Python, Looker, Power BI, Tableau, Airtable, Power Automate, Zapier, Financial Analysis, Credit Risk Analysis
**Posted:** 2026-05-12

> Manages Flexport Capital's credit portfolio through monthly financial reviews, risk identification, diligence, compliance operations, and building analytics dashboards with SQL/Python/Looker. Requires 3-7 years in lending/credit risk and technical proficiency in data tools.

## Job Description

## Responsibilities

- Lead Portfolio Reviews & Diligence: Manage the monthly financial review process for the entire customer base. Direct Associate support for data gathering, responsible for analysis and identifying red flags in financial statements.
- Conduct Active Risk Management: Identify deteriorating credits or anomalies, trigger deeper reviews, lead diligence calls with borrowers.
- Prepare Credit Modifications: Evaluate requests for line increases, term adjustments; write loan modification templates/memos with credit diligence and justification.
- Own Compliance & Operations: Oversee and improve KYB/KYC, UCC lien filing, and lien management processes; suggest vendors or improvements.
- Build & Maintain Analytics: Design portfolio monitoring dashboards aggregating credit, collateral, and operational data; use SQL, Python, Looker for automation and anomaly detection.
- Analyze Trends: Monitor borrower and portfolio trends (CRR migration, LGD, DSO, exposure concentration) to inform strategies.
- Drive Process Improvement: Improve internal reporting and data quality using low-code tools (SQL, Python, Airtable, Looker, Power Automate).

## Requirements

- 3–7 years of experience in commercial lending, credit risk, or portfolio management (Asset-Based Lending or Working Capital experience highly preferred).
- Hands-on experience reviewing financial statements, identifying risk factors, writing credit memos or loan modification justifications; comfortable discussing with CFOs.
- Familiarity with lending operations: KYB/KYC regulations, UCC lien perfection, compliance management.
- Proven experience with data analytics tools (SQL, **Power BI**, **Tableau**, **Looker**).
- Working knowledge of low-code/automation tools (**Power Automate**, **Airtable**, **Zapier**) a strong plus.
- Excellent verbal and written communication skills.
- **Bachelor’s degree** in Finance, Business, Data Analytics, or related field (**MBA** or **CFA** a plus).

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