Description

Own credit underwriting, loan documentation, and portfolio management within securities-based lending (SBL). Drive data-driven decisions using SQL, R, and Tableau for financial analysis, demand forecasting, and predictive modeling.

This role is on-site.

Responsibilities

• Streamline credit approvals and maintain high accuracy levels.
• Evaluate risk, conduct portfolio reviews, and ensure regulatory compliance.
• Meet stringent turnaround timelines for client experience enhancement.
• Support efficient lending operations through robust financial analysis.
• Collaborate to improve business outcomes and operational efficiency.

Required Skills

• 5+ years of experience in Asset & Wealth Management or credit underwriting.
• Expertise in securities-based lending (SBL) and loan documentation.
• Proficiency in SQL for data extraction and manipulation.
• Ability to build predictive models using R.
• Strong data visualization skills with Tableau.
• Demonstrated experience in portfolio management and risk evaluation.
• Bachelor's degree in Finance, Economics, or related field.

Preferred Skills

• Experience with demand forecasting and statistical modeling.
• Background in regulatory compliance within financial services.

Key Skills

Education

Bachelor's degree