Analyst, Diligence

Setpoint.io

Analyst responsible for transforming lending guidelines into review frameworks while collaborating with engineering teams in financial services. Creating automated validation systems and maintaining accuracy in client reports.

Posted 7/7/2026full-timeSalt Lake City • Utah • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expert-level Excel skills for creating complex financial models and automated validation systems, alongside strong analytical and problem-solving capabilities to support data analysis and reporting in financial services.

Highest-signal resume keywords

Expert-Level Excel SkillsData AnalysisProblem-Solving AbilitiesCollaboration Across TeamsFinancial Services Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Excel ModelingAutomated Validation SystemsPortfolio AnalysisReporting InitiativesGuideline Updates

Soft Skills

Analytical MindsetOwnership MentalityBias Toward ActionIndependent Work

Tools & Technologies

Setpoint Platform

Industry Keywords

Financial ServicesUnderwriting GuidelinesSecuritization ReportingClient-Specific Lending Criteria

About the role

Key responsibilities & impact

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

What you’ll need

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

Benefits

Comp & perks

Competitive salaries
Stock options
Medical, dental and vision coverage
401k
Disability coverage
Flexible vacation