Capital Markets Analyst

Overview

This role supports strategic lending initiatives through financial analysis, relationship management, reporting, and project coordination. Working with internal business partners and external financial institutions, you will help drive loan participation activities, portfolio analysis, and related operational processes that support the organization’s lending strategy.

Responsibilities

• Support loan participation and capital markets activities by coordinating participation servicing processes, investor reporting, remittance activities, portfolio reconciliations, portal communications, collections updates, and related operational responsibilities.
• Research and resolve data, accounting, servicing, and reporting issues by working across lending, accounting, servicing, and external business partners to ensure participation records and financial reporting are accurate.
• Build and maintain relationships with participation partners, brokers, service providers, and internal stakeholders; serve as a point of contact to ensure information requests and follow-up items are addressed in a timely manner.
• Assist with loan sale and participation transactions by preparing reports, analyzing portfolio characteristics, supporting pricing reviews, performing portfolio calculations, and responding to questions regarding loan programs, collateral, underwriting practices, and portfolio performance.
• Prepare and distribute reporting, presentations, and business communications to help stakeholders understand portfolio performance, lending activity, and other key business metrics.
• Support project work and strategic initiatives by coordinating activities, tracking progress, managing action items, and ensuring stakeholders receive timely updates and timelines.
• Identify process and reporting improvements through data analysis, business intelligence tools, and process changes that reduce manual effort and enhance efficiency.

Requirements

• 3+ years of experience in financial services, lending, capital markets, credit analysis, portfolio management, banking, or related field.
• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field, or an equivalent combination of education and experience.
• Strong written and verbal communication skills, including the ability to communicate effectively with executives, business partners, and external stakeholders.
• Demonstrated ability to manage multiple projects, priorities, and relationships simultaneously.
• Understanding of lending products, underwriting concepts, portfolio performance metrics, or capital markets activities.
• Strong organizational, analytical, and problem-solving skills with demonstrated attention to detail; ability to identify, investigate, and resolve discrepancies.

Preferred Qualifications

• Experience with loan participation programs, investor reporting, account reconciliations, financial calculations, or lending operations.

Compensation & Benefits

• Starting pay expected between $36.87–$45.00 per hour depending on experience.
• Full salary range: $36.87–$51.61 per hour.
• Additional compensation may be available through a profit-sharing bonus program.
• Comprehensive benefits including health, dental, and vision insurance.
  • High-deductible plan options include a health savings account (HSA) with annual company-paid contributions.
• Paid time off plans including vacation, sick, and holiday time.
• Tuition reimbursement.
• 401(k) plan with employer match.
• Monthly transportation subsidy.

Location

• Fully remote schedule.
• Must work a schedule aligned with Pacific Time Zone operating hours.
• Preference for candidates to reside in Washington State.
• Remote work may also be considered for candidates within: AZ, CA, FL, GA, ID, NY, OR, TX, or WA.

Additional Information

• The employer participates in E-Verify.
• Reasonable accommodation is available for applicants who need assistance completing the application or require the job announcement in an alternative format.