Essential Job Duties and Responsibilities
Initiates whole loan sales by determining loan pool eligibility against investor criteria, then preparing and delivering loan schedules, loan agreements, and underwriting documentation to investors.
Serves as a point of contact for investors and their vendors during loan reviews, partnering with Product, Engineering, Servicing, and Underwriting to answer questions, evaluate exceptions, and resolve them.
Manages day-to-day activity on GoodLeap’s revolving warehouse credit facilities, including borrowing base calculations, funding requests, and covenant compliance monitoring.
Develops and maintains Excel-based models, including the Sales Engine and Funding Engine, and drives automation by identifying process improvements, defining requirements, and helping build and maintain capital markets software solutions.
Analyzes alternatives, makes recommendations to management, and implements consumer finance funding and sales strategies.
- Leads new investor onboarding and prepares and analyzes ongoing investor and management reporting, flagging trends and issues for leadership.
- Required Skills, Knowledge and Abilities:
- At least 2 years of experience in financial modeling and analysis, along with at least 2 years of experience in capital markets, treasury, or finance
Bachelor's degree in business, economics, finance, or a related field required
Advanced proficiency in Microsoft Excel, Databricks, and AI tools (e.g., Claude), with the technical ability to manipulate and analyze large datasets and apply statistical methods to them
Ability to clearly communicate findings, both verbally and in writing, to management, investors, and other external parties
Solid grasp of capital markets, finance, accounting, and business operations concepts
Experience in financial services, consumer finance, fintech, or renewable energy finance strongly preferred
Collaborates effectively across Capital Markets, Legal, Servicing, Underwriting, Product, Engineering, Finance, Accounting, and Business Development while representing GoodLeap professionally and building lasting relationships with funding and capital partners
Curious, tenacious problem-solver, and strong team player