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Analyst, Diligence

Join Setpoint as an Analyst in Diligence to transform lending guidelines into automated review frameworks.

Location
Salt Lake City (Hybrid)
Compensation
Not disclosed
Level
mid
Type
full time · Hybrid

Posted by employer 2 months ago

First seen on Joblaze 1 week ago

Last verified on the company career page 1 day ago

Apply at Setpoint.io → Save job Scanned from setpoint.io

Skills & Technologies

Requirements

Experience
2–4 years

Not disclosed in this posting: compensation, visa sponsorship.

Benefits

401k Match Flexible Vacation Equity/Stock Options Health Insurance

Joblaze summary

The Analyst in Diligence at Setpoint.io is tasked with developing automated validation systems that ensure loan portfolios adhere to specific client guidelines, translating complex lending criteria into structured review frameworks. Proficiency in Excel and strong analytical skills are essential, as the role involves significant data analysis and collaboration with engineering teams to integrate these frameworks into the company's platform. This position is ideal for someone with 2-4 years of experience in financial services who thrives in a detail-oriented and innovative environment. Setpoint's recent funding success highlights its growth and commitment to enhancing credit relationships.

Joblaze insights

Quick facts

Is the Analyst, Diligence role remote?
It's hybrid — Setpoint.io expects some on-site time in Salt Lake City (Hybrid).
How much experience is required?
2–4 years of relevant experience for this Analyst, Diligence role.
Where is the role based?
Setpoint.io is hiring for this position in Salt Lake City (Hybrid).
What's the tech stack?
Joblaze extracted these technologies from the posting: Excel.
What seniority level is this role?
Setpoint.io targets mid-level candidates for this position.
Is this full-time or contract?
Full-time for this Analyst, Diligence role at Setpoint.io.

From the original posting

About the role:

Behind many of life's most important transactions — buying a house, applying for a mortgage, getting a small business loan, or refinancing a credit card — is a network of credit relationships. Setpoint provides critical infrastructure for relationships between the world's largest banks, credit funds and capital markets counterparties. We're building trust in this system of credit.

Setpoint is looking for an Analyst to join our Diligence team!

The Analyst, Diligence plays a crucial role in translating complex lending guidelines into programmatic review frameworks. This role is responsible for creating and maintaining automated validation systems that ensure loan portfolios meet client-specific criteria. They will work closely with our engineering team to integrate these frameworks into Setpoint's core platform while supporting our growing securitization initiatives. This role reports directly to the VP of Transactions.

Who will love this job:

  • An Excel expert - you can transform complex requirements into systematic review frameworks
  • A detail maven - you have exceptional attention to detail and can spot patterns in complex datasets
  • A process innovator - you can design and implement scalable solutions for complex problems
  • A clear communicator - you can translate technical concepts for various stakeholders
  • An automation enthusiast - you're excited about turning manual processes into automated systems
  • A process driver - you can pick up complex systems and design repeatable solutions

What you’ll do:

  • Transform originator underwriting guidelines into programmatic review templates using advanced Excel modeling
  • Design and maintain automated validation systems for client-specific lending criteria
  • Collaborate with engineering and product teams to integrate guidelines into Setpoint's platform
  • Support rated and non-rated securitization reporting initiatives
  • Create and update reports for portfolio analysis and client reviews
  • Work directly with clients to implement guideline updates and maintain accuracy

You should have:

  • 2-4 years of relevant experience in financial services or related field
  • Expert-level Excel skills with demonstrated ability to create complex models
  • Strong analytical mindset and proven problem-solving abilities
  • Experience with data analysis and reporting
  • Ability to work independently while collaborating effectively across teams
  • A bias toward action, including the ability to push projects forward with minimal supervision, and bring an ownership mentality to their work
  • Willingness to work from our South Jordan office

About Setpoint:

Setpoint provides purpose-built capital and technology to asset-backed borrowers and lenders. Our platform is the funding operating system for originators: it verifies and stores documents; automates critical calculations and compliance reporting; and digitizes assets like homes or cars. Setpoint’s technology makes warehouse transactions instant and error free.

In August 2024, Setpoint announced the successful completion of its $31 million Series B funding round. 645 Ventures led the round, with significant strategic investments from Citi and Wells Fargo, alongside Andreessen Horowitz, NextView Ventures, Floating Point, Henry Kravis, Zillow founder’s 75 & Sunny, Vesta Ventures, Fifth Wall, Eltura Ventures, and Outrunner Capital.

We offer a comprehensive benefits package that includes competitive salaries, stock options, medical, dental, and vision coverage, 401(k), short term and long term disability coverage, and flexible vacation. We have offices in Austin, TX, New York City, NY, and Salt Lake City, UT with hybrid roles based in these locations and an expectation of two days a week in office (Tuesdays and Thursdays).

Setpoint provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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