Setpoint.io

Analytics Engineer

• Own end-to-end implementations for the data products for our external customers.
• Set technical direction and standards for the analytics engineering team.
• Build and maintain scalable data pipelines and analytics models using Python, DBT, and SQL.
• Create and manage dashboards in our external and internal analytics products so stakeholders have actionable insights.
• Prototype new data products to add to our product suite.
• Collaborate with engineering to drive the roadmap for the data products.
• Mentor engineers and own their professional development.
• Use GitHub-based workflows to maintain clean, version-controlled analytics code.
• Act as a subject matter expert for analytics best practices.

Staff Analytics Engineer

Associate

• Conduct reviews of and validate loan package documentation and materials related to purchasing of property, documents include but are not limited to: credit, background, appraisal, title, HUD-1, flood cert, mortgage, note, guaranty, repair budgets, and entity documents.
• Update internal web applications related to loan package materials and documentation.
• Validate all materials have been updated in the system of record.
• Perform daily operational audits for documentation requirements and data processing.
• Provide assistance in communication with internal and external clients with questions or concerns on collateral.

Collateral Review Associate – RTL

Attorney

• Work closely with the General Counsel, Head of Sales and SVP of Growth to oversee all legal aspects of customer documentation and capital markets technology products
• Draft and negotiate SaaS and other customer agreements
• Review and negotiate documentation in connection with our technology platform services and our Capital Solutions team
• Keep up to speed with industry trends and legal and regulatory market changes

Vice President, Legal

Sales Operations Manager

• Build the onboarding infrastructure for new AEs to reach full productivity fast
• Develop training on asset-backed finance and user experiences
• Create playbooks and competitive positioning for best performers
• Utilize AI tools for GTM productivity and tracking
• Maintain a current knowledge repository as the team grows

Director, Sales Enablement

Financial Planning and Analysis

• Partner cross-functionally with Sales, Operations, Product, and Engineering to ensure alignment between financial goals and day-to-day execution.
• Drive financial visibility by owning reporting, forecasting, KPI setting, and board-ready communications.
• Lead strategic projects that require both financial rigor and operational follow-through — from building models to coordinating implementation across teams.
• Step into critical gaps in company operations: streamline processes, improve internal systems, and ensure execution on key initiatives.
• Act as a force multiplier for leadership by tackling high-priority projects (strategic finance, operations, or special projects) and ensuring nothing falls through the cracks.

Strategic Finance Associate

Analyst

• 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

Analyst, Diligence

• Own the accuracy of Setpoint’s Capital OS application across asset classes and clients.
• Parse legal agreements and create a source of truth for engineers and product managers as part of product implementation and development.
• Work closely with Product and Engineering team leads.
• Manage operational processes to efficiently onboard software clients, coordinating with Engineering, Product and Legal teams.
• Interact with clients to resolve reporting discrepancies and disputes in a timely manner.
• Represent the voice of the customer in internal product communications.

Capital Solutions Associate

• Review residential mortgage loan files for accuracy, completeness, and compliance with agency, originator, and/or investor guidelines.
• Identify conditions and findings; review trailing documents as needed.
• Ensure all required documents are present and properly executed, including the Final Closing Disclosure, Note, Mortgage/Deed of Trust, Application, and other closing documentation.
• Detect and resolve errors or discrepancies in loan files that may affect the sale or insurability of a loan.
• Calculate income, debts, DTI, DSCR, and assets; review Entity documentation on borrowing entities.
• Perform quality control checks and contribute to continuous process improvement.
• Support audit preparation and respond to findings from investors or regulatory bodies.
• Stay current on mortgage industry guidelines, regulatory changes, and investor overlays.
• Maintain working knowledge of internal systems; test updates and revisions as needed.

Credit Analyst

Operations

• Lead pre-close operational diligence for new facilities
• Manage post-close operations across the portfolio
• Determine timing and sizing of leverage draws
• Run lien search and BPO refresh processes
• Support enforcement actions and special situations
• Partner cross-functionally on deal execution
• Ensure accurate data capture in internal systems
• Coordinate technology onboarding for new facilities
• Leverage AI tools to automate workflows
• Identify operational risks and drive improvements