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; 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; publish release notes
Collaborate with Underwriting, Closing, Compliance (Loan Quality), Technology, and Servicing to prioritize fixes and align definitions
Maintain documentation such as change logs, field dictionaries, release notes, submission checklists, and quick-reference guides; support training on new features, reports, and models
Ensure submission-ready data for lender systems and portals and package insights for senior management
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
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 work and patience when learning new processes
Attendance generally required 8:30 am – 5:30 pm local time, Tuesday through Thursday (option to work remotely Mondays and Fridays)
Benefits
The opportunity to join one of Fortune Magazine’s Great Places to Work winners from 2015-2023