Hybrid Analyst, Debt Operations Analytics

Posted last month

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About the role

  • 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
  • Comprehensive benefit options (Cigna Healthy Workforce Designation™ - silver level)
  • Up to 83% subsidized medical payroll deductions
  • Competitive dental and vision benefits
  • 401(k) + match
  • Pre-tax transit and commuting benefits
  • Health and wellness program – earn cash rewards and access to resources
  • 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
  • Volunteer hours and donation matching
  • Option to work remotely on Mondays and Fridays
  • Discretionary bonus

Job title

Analyst, Debt Operations Analytics

Job type

Experience level

Mid levelSenior

Salary

$60,000 - $70,000 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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