Senior Client Research & Analytics Analyst
Tasks
- Advise partners on credit eligibility
- Analyze client data
- Assist with lateral partner onboarding
- Conduct client research
- Develop credit team procedures and workflows
- Manage credit report queries
- Manage office portfolio credit needs
- Prepare client and attorney lists for submissions
- Protect confidential and privileged information
- Provide credit training and coaching
- Represent credit in team meetings
- Support credit council submissions and approvals
Perks/Benefits
- 401k plan
- Disability insurance
- Employee affinity groups
- Employee discounts
- Health insurance
- Life insurance
- PTO
- Paid Holidays
- Professional development
- Wellness programs
Skills/Tech-stack
Capital IQ | Capital IQ Pro | Data Analysis | Data research | Excel | FactSet | Lexis Plus | Market Intelligence | Microsoft Office | ORBIS | SANDP Capital IQ Pro | SandP Capital IQ
Education
Roles
Analyst | Analytics | Analytics Analyst | Client Research Analyst | Research Analyst
Regions
Countries
States
Cities
Related jobs
-
Program Data Analyst II USD 65K-69KAutomation Projects | Data Analysis | Data Management | Data Quality | Data ValidationMid-level Full TimeAlbuquerque9h ago
-
Analytics Manager USD 70K-85KBusiness Intelligence | Classification | Clustering | DAX | Data GovernanceMid-level Full TimeROHNERT PARK, CA, United States12h ago
-
Data and Transformation Associate USD 79K-112KAgile | C# | Cloud Computing | Data Analysis | Data VisualizationMid-level Full TimeMorristown, NJ, United States12h ago
-
Claims data | Competitive Intelligence | Data Analysis | EHR | ForecastingMid-level Full Time TemporaryCarlsbad, California, United States; Remote, United … R1d ago
-
Business Analytics | Contract administration | Contract lifecycle | Contract lifecycle management | DashboardsDental insurance | Disability coverage | Health insurance | Paid time off | Parental leaveMid-level Full TimeRockville, MD, US, 208501d ago
-
Senior Director, Market Access, Trade & IDN Analytics USD 263K-321KAI analytics | Account Segmentation | Account analytics | Agentic Analytics | Analytics401k match | Dental insurance | Disability insurance | Employee assistance program | Flexible paid time offSenior-level Full TimePA - Conshohocken - Office, United …1d ago
-
Deposit Pricing & Analytics Manager USD 55K-80KCompetitive benchmarking | Data Analysis | Deposit Portfolio Management | Elasticity Modeling | Financial planningMid-level Full TimeOH0713 NW Bancshares HQ, United States1d ago
-
Mid-level Full TimeSaunders Research Building, United States1d ago
-
Mid-level Full TimeSaunders Research Building, United States1d ago
-
Data Quality Analyst USD 65K-91KData Analysis | Data Governance | Data Quality | Data Visualization | Data WarehousingFlexible schedule | Onsite work | Part-timeMid-level Part TimeBoone Hospital Center, United States1d ago
-
VP, Amazon Analytics USD 135K-230KAnalytics | Birst | Campaign Measurement | Customer Experience | Customer experience analyticsBonus eligibility | Travel flexibility | Work from home flexibilityExecutive-level Full TimeNYC Bryant Park Hub, United States1d ago
-
AWS | Altair | Automation | Azure | Claim EditingRemote workMid-level Full TimeSouth Carolina Work at Home, United … R1d ago
-
Business Analytics Lead Analyst - Hybrid USD 79K-131KAlteryx | Claims data | Dashboards | Data Modeling | Data Transformation401k | Behavioral health programs | Company paid life insurance | Dental insurance | Hybrid workSenior-level Full TimeNJ, Morris Plains, 115 Tabor Rd, … R1d ago
-
Senior Data Analyst USD 101K-111KAgile | Business Intelligence | Dashboard Development | Data Visualization | ExcelDental insurance | Holidays | Life insurance | Long-term disability insurance | Medical insuranceSenior-level Full TimeAdministrative Services Center; Eden Prairie, MN …1d ago
-
Data Analyst USD 75K-88KData cleaning | Excel | FERPA | Pivot Tables | Power BI403b retirement plan | Dental insurance | Free college and career advancement for staff | Health insurance | Mission-driven workMid-level Full TimeLos Angeles, CA R1d ago
-
Data Analyst III USD 110K-186KAgile | BI reporting | Clustering | Data Cleansing | Data Modeling401k matching | Dental insurance | Employee assistance program | Health insurance | Life insuranceSenior-level Full TimeSan Antonio, TX - One Frost, …1d ago
-
HR Data Analyst USD 60K-70KDashboarding | Data Analysis | Data Governance | Data Validation | Data cleaning401k with employer match | Dental insurance | Life insurance | Long-term disability | Medical insuranceMid-level Full TimePort Hueneme, CA1d ago
-
HR Data Analyst-1 USD 80K-100KAI | Ad-Hoc | Ad-hoc analysis | Cause analysis | DashboardingDiversity, equity, and inclusion culture | Remote work option | Temp to perm conversionMid-level Full TimeChicago, United States1d ago
-
Analytics Manager-Vice President USD 115K-200KAWS | Automated reporting | Cloud Computing | Dashboarding | Data AnalysisBackup childcare | Financial coaching | Health care coverage | Mental health support | Retirement savings planExecutive-level Full TimePlano, TX, United States1d ago
-
Customer Success Strategy & Operations Analytics USD 110K-120KCustomer Retention | Data Modeling | Data Validation | Data tracking | Excel401k matching | Flexible time away program | Floating holidays | Paid Holidays | Remote-firstMid-level Full TimeUnited States1d ago
-
Development Operations & Analytics Manager USD 70K-90KArtificial Intelligence | Automation | Customer Relationship Management | Customer relationship | DashboardsDental insurance | Early Leave For Shabbat | Medical insurance | Paid sick leave | Paid vacationMid-level Full TimeNew York1d ago
-
Associate Data Analyst USD 85K-140KClustering | Dashboards | Data Analysis | Data Governance | Data Privacy401k match | Dental insurance | Employee assistance program | Life insurance | Long-term care insuranceMid-level Full TimeRemote, United States R1d ago
-
Business Intelligence & Analytics Specialist USD 82K-121K.NET | AI prompt engineering | BI reporting | Dashboard Development | ExcelHybrid work | Professional development | Work-life balanceSenior-level Full TimeSyracuse, New York, United States1d ago
-
Development Analytics Specialist USD 65K-75KBlackbaud CRM | Business Intelligence | CRM systems | Dashboarding | Data VisualizationHybrid work schedule | Professional development opportunitiesMid-level Full TimeHouston, TX, United States1d ago
-
Amazon Web Services | Business Intelligence | Cloud Computing | Cloud platform | Dashboard DevelopmentMid-level Full TimeAuburn Hills, MI, United States1d ago