Career Opportunities

Join our IntelliCredit team.

Financial Analyst & Reporting Specialist (Remote)

Part-Time & Full-Time

Why Work at IntelliCredit?
We are a credit risk consultancy powered by SaaS technology and backed by an established fintech parent company. Our clients are banks and credit unions, and our work is fast-paced and customer-focused. We seek self-starters, problem solvers, and industry experts who enjoy working with a team while having fun. We value collaboration at all levels, so hang your ego at the door. Future team members must contribute to our culture.

Brief Job Description
The Financial Analyst & Reporting Specialist will serve as a critical data expert to facilitate the onboarding of new and existing clients, and to enable our clients to utilize and maximize our analytical products.

Your primary responsibility will be to interface with clients and prospects to obtain and understand the institution’s internal data files. Utilizing our proprietary web-based application, you would then be responsible for creating and saving rulesets within our application to facilitate efficient future ingestions.

Other job responsibilities would include identifying and solving data challenges for clients and prospects, working closely with clients to train them on our analytical products, (particularly the Portfolio Analyzer application), coaching clients to build management reports within the application, supporting our loan review service business with reporting responsibilities as needed, and other responsibilities based on your skillset and willingness to learn. This position offers growth potential!

You will work closely and collaboratively with our Data Analytics team and IntelliCredit management. You don’t need to be a software engineer or data scientist, but you do need to possess intermediate to advanced Excel skills and extreme attention to detail. Prior experience in the banking/credit union space is a plus.

This position works remotely, but the majority of our team is located within the eastern United States.

Must-Have Qualifications

  • Strong attention to detail and problem-solving skills
  • Intermediate to Advanced skillset in Microsoft Excel
    • Candidates should be comfortable with using a variety of Excel formulas including (but not limited to) INDEX MATCH, VLOOKUP, HLOOKUP, SUMIFS, AVERAGEIFS, COUNTIFS, CONCATENATE, IF AND/OR, SUMPRODUCT, etc.
    • Candidates should be able to build and utilize Excel functions including (but not limited to) PIVOT TABLES, CHARTS, CONDITIONAL FORMATTING, DATA VALIDATION, SORT, FILTERS, NAMED RANGES, etc.
  • Microsoft Office proficiency required
  • Self-starter and independent worker
  • Strong communication skills and time management capabilities required
  • Desire to learn and grow in a fast-paced environment
  • Commitment to add value to our team culture and our clients

Nice-to-Have Qualifications

  • Prior experience in the banking/credit union space is a plus
  • Understanding of banking acronyms such as FFIEC Codes and an understanding (broadly) of the regulatory Interagency Loan Data Request (ILDR) file are a plus
  • Prior experience and understanding of call report data is a definite plus

Day-to-Day Responsibilities

  • Correspond with clients and prospects to obtain an institution’s internal data files.
  • Work with the institution to understand and map its data, including its risk grade scale, FFIEC Code mappings, and other pertinent data field mappings.
  • After becoming the “data expert” alongside the institution, utilize your knowledge and skills, and IntelliCredit’s web-based application, to create and save custom rulesets for the institution. This will ensure that future data ingestion for that institution is automated.
  • Provide training and support to clients and prospects, teaching them to become proficient in all aspects of our Portfolio Analyzer application.
  • Excellent customer service skills to build long lasting relationships with new and existing clients; consistent communication and follow-up are key.
  • On an ongoing basis, provide innovative ideas and solutions to improve the IntelliCredit application to make it more efficient and adaptive for clients.
  • As requested, provide reporting support to our loan service business as many of the tools utilized within Portfolio Analyzer are directly applicable and facilitate our loan review reports.

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"This is the most substantive and efficient loan review I've experienced in my entire career."

Michael Johnson, Chief Credit Officer
Dogwood State Bank

"We believe the IntelliCredit team has put together the most innovative, efficient — and affordable — credit review process we've seen. It certainly helps that they've developed this solution using their deep credit experience working with community bankers."

Ed Cooney, Chief Executive Officer
Affinity Bank
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