Credit Risk Solutions Support

Infusion Marketing

1d • $60,000 - $65,000 • Remote

About The Position

The Credit Risk Solutions Support role is a key position within OptimaFI’s loan review operations, supporting the full engagement lifecycle, from proposal and renewal processes through post-review reporting. This role assists the management team with both recurring and time-sensitive tasks, including data entry, tracking outstanding items, coordinating documentation, and supporting the preparation of review materials and reports. The position plays an important role in maintaining organized workflows and ensuring efficient execution of loan review operations. This role also offers opportunities for growth and expanded responsibilities within OptimaFI’s loan review function.

Requirements

• High school diploma required; some college preferred
• Minimum 3 years of administrative or support experience
• Proficiency in Microsoft Office (Word, Outlook, Excel)
• Strong organizational and time management skills with the ability to manage multiple priorities

Nice To Haves

• Experience in loan review, credit analysis, or direct lending
• Familiarity with banking regulations and credit risk best practices

Responsibilities

• Support proposal, renewal, and post-review processes
• Track and follow up on outstanding items to ensure timely completion
• Coordinate documentation and assist in preparing accurate, high-quality review materials and reports
• Manage recurring and time-sensitive tasks with strong attention to detail and follow-through
• Prioritize effectively across competing demands in a fast-moving environment
• Use multiple systems and tools to support team workflows and deliverables
• Provide timely, clear updates to management, maintaining transparency and alignment
• Work closely with the SVP, Manager, and loan review team to keep work progressing smoothly
• Support team execution by identifying gaps, resolving issues, and keeping processes on track
• Identify opportunities to improve workflows and reduce friction over time

Benefits

• Competitive salary plus profit sharing.
• Medical, dental and vision coverage plus Flexible PTO, 401(k) match, and WFH stipend.
• Full ownership of the People roadmap—no legacy bureaucracy.
• A leadership team that values straight talk and rapid experimentation.
• The chance to shape a culture that helps community financial institutions - and your own career – thrive.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1-10 employees