Description

Own credit underwriting, loan documentation, and portfolio management for securities-based lending (SBL) operations.

This role is remote.

Responsibilities

• Streamline credit approvals to enhance client experience and meet turnaround timelines.
• Conduct financial analysis, demand forecasting, and predictive modeling to support data-driven decisions.
• Evaluate risk, perform portfolio reviews, and ensure compliance with regulatory standards.
• Maintain high accuracy in loan documentation and lending operations.

Required Skills

• 5+ years of experience in asset & wealth management or securities-based lending (SBL).
• Proficiency in SQL for data extraction and analysis.
• Experience with R for predictive modeling and statistical analysis.
• Ability to create visualizations and dashboards using Tableau.
• Strong background in financial analysis and credit underwriting.
• Proven track record in loan documentation and portfolio management.
• Bachelor’s degree in a relevant field (Any Graduate).

Key Skills

Education

Any Gradute