Overview
This role supports the sourcing, evaluation, and execution of strategic lending opportunities, including loan portfolio acquisitions and third-party lending partnerships. You will work at the intersection of corporate development, underwriting, and client-facing business development to help expand a lending platform, revenue, and strategic partnerships.
Remote Work
Remote work is available from anywhere within the U.S. All employees working remotely are required to adhere to the organization’s Telecommuter Policy.
Responsibilities
Deal Evaluation & Financial Analysis
- Build and maintain financial models
- Evaluate loan portfolio acquisitions (consumer, SMB, healthcare lending)
- Assess forward flow/partnership structures
- Analyze credit performance, pricing, and return metrics (ROA, IRR, loss curves, cost of funds)
- Partner with risk, finance, and treasury teams to assess structure and profitability
- Prepare investment memos and executive-level materials to support decision-making
Business Development & Origination
- Support sourcing and development of new lending opportunities and partnerships
- Engage with external counterparties (fintechs, lenders, advisors, investment banks)
- Represent the organization in meetings, industry events, and partner discussions
- Help expand relationships to drive repeat deal flow and long-term partnerships
Execution & Cross-Functional Leadership
- Assist in structuring, negotiating, and executing transactions
- Coordinate across legal, compliance, credit, and operations teams
- Support onboarding and ongoing performance monitoring of partnerships
Required Qualifications
- 2+ years of experience in Fintech lending platforms (e.g., Upstart, Upgrade)
- 2+ years of experience in Investment banking (e.g., Raymond James or similar middle-market firms)
- 2+ years of experience in Private credit, specialty finance, or structured finance
- Experience with advanced financial modeling and analytical capabilities
- Demonstrated understanding of credit performance metrics and loan economics
- Proven ability to translate complex analysis into clear, executive-ready insights
- Proven interpersonal and communication skills with client-facing confidence
- High ownership mindset with proven ability to operate in a fast-moving, deal-oriented environment
Preferred Qualifications
- Experience with consumer, SMB, or healthcare lending
Compensation & Benefits
- Salary range: $112,700 - $193,200 annually (based on full-time employment)
- Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc.
- Benefits may include a comprehensive benefits package, incentive and recognition programs, equity stock purchase, and 401k contribution (subject to eligibility requirements)
- The organization complies with all minimum wage laws as applicable
Additional Information
- Application deadline: This posting will be live for a minimum of 2 business days or until a sufficient candidate pool has been collected. The posting may come down early due to volume of applicants.
- Drug-free workplace: Candidates are required to pass a drug test before beginning employment.
- Equal Employment Opportunity: Qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.