Credit Operations Analyst

📌 We’re Hiring: Credit Operations Analyst
We are seeking a highly organized and detail-oriented professional to play a key role in our operating model, requiring institutional-grade discipline across two core areas:
1. Underwriting and credit file integrity (consistent, lender-ready packages and risk scoring).
2. Back-office execution (contract management, transaction confirmation, cost and margin validation, systems updates, and reporting).
🧩 Responsibilities
A) Underwriting Operations
• Execute the underwriting process in accordance with the defined Credit & Risk policy • Manage checklists and ensure complete document collection (financial, tax, banking, legal, ownership, etc.) • Standardize naming conventions, version control, and data room organization • Prepare complete, lender- or investor-ready credit files for review • Perform credit checks (BCR, D&B), public record verifications, KYC/AML, and risk scoring • Extract financial information, calculate key ratios, and identify risks or inconsistencies • Prepare credit boxes, summaries, and exception memos for risk committee review • Maintain due diligence packages ready for funding processes
B) Back Office Operations
• Manage and oversee the full contract lifecycle (MSAs, exhibits, signatures, executed filing) • Confirm transactions and validate margins, COGS, and pricing prior to execution • Reconcile sold vs. installed transactions and escalate discrepancies • Update CRM and operational systems (statuses, milestones, exceptions, billing start dates) • Act as a liaison between front office, middle office, and back office teams • Provide light support for billing initiation and issue resolution
🛠️ Tools • Excel / Google Sheets • Document management systems and data rooms • CRM and operational systems • Weekly reporting on pipeline, underwriting, exceptions, and cohort readiness
✅ Required Profile
Education
• MBA (preferred) in Finance or Accounting • Or Bachelor’s degree in Finance / Accounting with comparabl...