Build and maintain self-serve reports and dashboards (Power BI/Excel); perform ad-hoc analyses to surface risks and opportunities
Implement exception checks for critical data elements across loan handoffs; run pre-submission validations for lender systems/portals; reconcile error files; document rules/thresholds; and partner with business units on root-cause remediation
Aggregate data from multiple systems, create clear visualizations, and prepare executive-ready PowerPoint decks
Coordinate and execute user acceptance testing (UAT) for systems used by Debt Operations; log and track issues to closure; validate production releases
Support underwriting model updates in Excel/VBA; maintain change logs; validate calculations against sample loans; and publish release notes
Collaborate with Underwriting, Closing, Compliance (Loan Quality), Technology, and Servicing to prioritize fixes, align definitions, and communicate concise updates
Maintain documentation such as change logs, field dictionaries, release notes, submission checklists, and quick-reference guides; support training on new features, reports, and models
Perform other duties as assigned

Requirements

Bachelor’s degree in Finance, Accounting, Business Administration, or related field required (or equivalent relevant work experience)
Demonstrated proficiency in data analysis and systems support; commercial real estate or financial services exposure preferred
Expertise in Power BI and Power Query (M), including data modeling, DAX, transformations, and performance tuning; ability to build reliable, production-grade dashboards
Advanced Excel with strong VBA/macro skills; experience debugging complex workbooks, auditing formulas, and versioning; working knowledge of SQL (or willingness to learn quickly)
Strong PowerPoint skills for data storytelling and senior-level presentations
Clear communicator with strong organizational skills and deadline reliability
Technology-focused mindset with aptitude for learning new tools and systems
Self-starter with a proactive mindset and eagerness to learn
Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes
Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders

Benefits

Up to 83% subsidized medical payroll deductions
Competitive dental and vision benefits
401(k) + match
Pre-tax transit and commuting benefits
A robust health and wellness program – earn cash rewards and gain access to resources that promote health, engagement, and balance
Paid maternity and parental leave, as well as other family paid leave programs
Company-paid life, short and long-term disability insurance
Health Savings Account and Healthcare and Dependent Care Flexible Spending
Career development opportunities
Empowerment and encouragement to give back – volunteer hours and donation matching

Applicant Tracking System Keywords

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

Hard Skills & Tools

data analysisPower BIPower QueryDAXExcelVBASQLdata modelingdashboard developmentuser acceptance testing

Soft Skills

clear communicatororganizational skillsdeadline reliabilityself-starterproactive mindsetownershippatienceteam collaborationproblem-solvingadaptability