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Loan Analyst

2 months ago


chicago, United States Calculated Hire Full time

Job Title: Data Enrichment Specialist – Commercial Banking Operations


Location: Dallas, Tempe, or Chicago – hybrid


Overview: Our top Banking client is seeking a dedicated Data Enrichment Specialist to join their Commercial Lending Department. This role will focus on data clean-up and enrichment projects, supporting portfolio management and reporting functions.


Key Responsibilities:

  • Manage and clean up data across various platforms including Loan IQ, SharePoint, Live Link, and shared drives.
  • Conduct research to locate and track credit agreements and other financial documents.
  • Collaborate with contractors on data clean-up projects, providing training and oversight.
  • Develop and maintain metrics and reporting dashboards to monitor team performance.
  • Assist with data enrichment tasks, ensuring accuracy and completeness of information.
  • Support the transition of data into centralized tools and systems.
  • Handle day-to-day inquiries from portfolio managers and lines of business, addressing data transfer and enrichment issues.

Preferred Skills and Experience:

  • Proficiency in Loan IQ, SharePoint, and Excel.
  • Knowledge of commercial banking and credit agreements.
  • Ability to read and understand credit documents.
  • Strong analytical and problem-solving skills.
  • Experience with data enrichment and remediation projects.
  • Familiarity with collateral pricing and document management.