Key skills
SQLProject ManagementCommunicationSales
About this role
Role Overview
- Manage the investor sales operation from start to finish.
- Partner closely with Capital Markets, treasury and accounting to execute transactions and ensure all aspects of internal and external reporting are correct.
- Execute investor loan allocation strategy on a daily/weekly basis.
- Prepare and close whole loan transactions with investors.
- Directly interface with investors when completing loan sales.
- Ensure data flow is accurate from time of sale.
- Partner with Accounting team to summarize monthly transactions and investigate any discrepancies.
- Communicate sale cadence and pipeline to Treasury and the rest of the Capital Group to enable efficient cash planning.
- Assist with ad hoc transactions for investors such as transfers or financings.
- Ensure daily/monthly reporting is delivered timely/accurately.
- Ad hoc support of other Capital Markets transactions (generating loan tapes, performance analysis, etc.)
Requirements
- 5-7 years of experience in consumer lending, FinTech, or financial services.
- Proficiency in Excel and SQL
- Strong analytical skillset
- Exceptional written and verbal communication skills.
- Collaborative mindset with experience working cross-functionally across Finance, Risk, Accounting, Legal, and Operations teams.
- Strong project management skills with the ability to manage multiple priorities and deadlines.
- Strategic thinker with strong attention to detail and a bias toward clarity and transparency.
- Comfortable operating in fast-paced, evolving market environments.
- Curious, proactive, and solutions-oriented.
- Committed to integrity, accuracy, and responsible financial communication.
Tech Stack
- SQL
Benefits
- This position is also eligible for an annual incentive bonus based on individual and company performance. Yearly incentive bonus target 20% of base salary.