Analyst, Diligence

Setpoint•Salt Lake City, UT

2d•Onsite

About The Position

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.

Requirements

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

Nice To Haves

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

Responsibilities

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