Overview
A leading organization in the Finance & Insurance sector is seeking a Senior Analyst Lender Finance to support financial strategy, forecasting, and performance management initiatives. This role will enhance business visibility and decision-making by partnering with executive leadership and cross-functional teams to improve planning processes, financial discipline, controls, and resource allocation. The position offers the opportunity to influence enterprise performance and scalable financial operations within a regulated financial services environment.
Location: Remote (US-based candidates only, no visa sponsorship available)
Compensation: $113,080 – $154,200 annually
Responsibilities
- Prescreen and evaluate Lender Finance opportunities
- Manage and negotiate loan documentation from initiation to closing
- Underwrite and analyze borrower financials and portfolio risks
- Collaborate with Loan Officers to prepare credit overview materials
- Assist in structuring financing facilities and managing portfolio reviews
- Stay updated on market trends and competitive dynamics
- Engage in strategic initiatives to expand lending relationships
Qualifications
- 2 to 5+ years of underwriting experience in Lender Finance or Private Credit
- Strong knowledge of the Private Credit and Direct Lending ecosystem
- Experience evaluating lending platforms, loan portfolios, and structured credit transactions
- Advanced credit analysis skills, including financial statement review and risk assessment
- Strong client product and relationship management abilities
- Excellent organizational and prioritization skills
Preferred Skills and Experience
- Familiarity with Private Credit lending platforms and credit analysis tools
- Knowledge of banking products and services, loan documentation technologies
- Bachelor's degree in Business or Finance
- Understanding of Lower Middle Market, Middle Market, Real Estate, and Venture asset classes
- Experience with underwriting methodologies, credit scoring systems, and credit risk assessment tools
- Proficiency in performance analytics software, financial modeling tools, collateral management systems, and market analytics platforms
Benefits
- Health, dental, and vision insurance
- 401(k) retirement plan with company match
- Generous paid time off policy
- Employee assistance programs
- Opportunities for professional development and continuing education
The employer is an equal opportunity organization and encourages applications from candidates who may not meet every qualification but whose backgrounds could contribute to the team.