Partner Credit Analyst

Seattle Bank; Seattle (WA); Hybrid; USD 75,000 - 90,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

401K Plan

Paid Time Off

Job summary

Seattle Bank is seeking a Partner Credit Analyst to evaluate and manage data for lending, loan purchase and sale activities in its Partner Banking program. The role reports to the Partner Credit Manager and collaborates with Credit Admin, IT, and other teams.

This position is located in our downtown Seattle office and requires full-time, in-person work, with occasional one-day-per-week remote after a 90-day training period.

Qualifications

• Knowledge of business, economics and finance via education or experience.
• Strong analytical and data visualization skills.
• Excellent communication and collaboration skills.
• Ability to manage multiple projects and deadlines.
• Proficiency in Microsoft Excel and PowerPoint.

Responsibilities

• Evaluate and manage data for Partner Banking lending and related activities.
• Create, manage, and distribute loan portfolio dashboards, spreadsheets, charts and reports.
• Communicate loan performance data to internal and external stakeholders.
• Collaborate with IT and business units to support reporting and data needs.
• Support loan processing and other teams to meet business demand.

Skills

SQL familiarity

Data visualization

Analytical skills

Communication

Education

Bachelor's degree in finance or related field

Tools

Excel

PowerPoint

Job description

Who We Are

Seattle Bank is a locally owned, digitally driven financial institution that provides personal, business and partner banking services. Our experienced team and open API, cloud-based core technology platform, deliver a boutique bank experience for clients with interwoven personal and business financial needs. Our highly configurable and scalable tech stack also supports partner banking that enables companies to embed banking transactions into their customer online experience. Seattle Bank is a wholly owned subsidiary of Seattle Bancshares, Inc., a privately held bank holding company, and the creator of CD Valet, a digital marketplace for Certificates of Deposit.

Job Type

Full-time

Description

Seattle Bank is a locally owned, digitally driven financial institution that provides personal, business and partner banking services. Our experienced team and open API, cloud-based core technology platform, deliver a boutique bank experience for clients with interwoven personal and business financial needs. Our highly configurable and scalable tech stack also supports partner banking that enables companies to embed banking transactions into their customer online experience. Seattle Bank is a wholly owned subsidiary of Seattle Bancshares, Inc., a privately held bank holding company, and the creator of CD Valet, a digital marketplace for Certificates of Deposit.

Position Summary

The Partner Credit Analyst is responsible for evaluating, analyzing, and managing data related to Partner Banking lending, loan purchase and sale activities. This role will report to the Partner Credit Manager and work closely with internal stakeholders, including Credit Admin, Accounting, Servicing Oversight, IT, Partner Managers and Head of Partnerships. Additionally, this role will interface with prospective or existing loan purchase or sale counterparties, managing evaluation and transaction materials related to loan purchases and sales.

This position is located in our downtown Seattle office and requires full-time, in-person work.

Essential Duties

• Be the main point-of-contact for the analysis and evaluation of performance of loans the Bank may purchase or sell.
• Accurately communicate performance data to internal and external stakeholders.
• Own the analysis of loan portfolio activity. Create, manage, and distribute loan portfolio communications artifacts like dashboards, spreadsheets, charts, and reports.
• Resolve technical and operational issues as required.
• Conduct research on new products to meet agreed upon requirements and to support bank loan growth efforts.
• Assists stakeholders with documenting goals, risks, success measures, and estimated resources needed.
• Work with IT on data reporting and serve as a bridge between IT and business unit teams.
• Support loan Processing, Credit Admin or other teams as needed to meet business demand or support ad hoc projects.
• Other duties as assigned
• Physically attending work on a set and predictable schedule is an essential function of this job.

Requirements

• Due to the collaborative nature of this position, it requires daily in-person work. After a 90-day training period, this position allows for one day of work from home each week. No exceptions will be granted.
• Knowledge of business, economics and/or finance acquired through education and experience
• Strong analytical skills, data visualization skills, and attention to detail.
• Excellent communication and collaboration skills.
• Ability to manage multiple projects and deadlines effectively.
• Proficiency in Microsoft Suites (Excel, PowerPoint) is required.

Preferred

• Familiarity with SQL and other coding languages.
• 1-2 years of finance experience; in capital markets, investment banking, structured credit or other relevant areas
• A bachelor’s degree in finance, math, statistics, business administration, or related field, is strongly preferred.

This role offers an opportunity to play a critical role in shaping credit policies and ensuring the integrity of partner banking credit operations. If you have a strong background in credit analysis and underwriting, we encourage you to apply.

Seattle Bank Benefits

We’re committed to delivering our promise of peace of mind to our clients and fostering a collaborative, inclusive and supportive workplace for our team members. Our comprehensive benefits program for eligible employees includes:

• Medical/Vision, and Dental insurance
• Life Insurance, Long Term Disability, Voluntary Life
• 401K with Bank contribution, Stock Award, and Incentive Opportunity
• Paid Time Off:
• Vacation – 3 Weeks
• Sick Time – 1 hour per 40 hours worked
• Holidays – 10 days
• Transportation and fitness benefits
• And fun, extra perks such as company social events, paid volunteer hours, quarterly incentive awards, and professional development opportunities.

Salary Description

$75,000 - $90,000 per year