Grow With Dext

Senior Credit Analyst – Remote

We are seeking a motivated individual to join us as a Senior Credit Analyst. The ideal candidate will have demonstrated equipment underwriting experience of large ticket transactions and data evaluation.

This position will collaborate closely with Credit Team.

Dext Capital has been named one of the top 5 fastest-growing companies in the Greater Northwest for the last 2 years and a best place to work award recipient in 2024. Dext offers strong benefits and is committed to leveraging technology while enabling our employees to grow in a high-performance environment

Our ideal candidate would be a senior level analyst with at least five years of large ticket equipment underwriting experience.  Obtaining sample writeups, if possible, is a great way to determine whether the depth of their experience is a fit.

Job Duties/Responsibilities:

• Understand and analyze financial data for complex credits including income statement, balance sheet, and statement of cash flows with focus on business cash flow, operating trends, and potential risks and using this information to formulate recommendations with appropriate structures that provide risk mitigation.
• Work with customers and other departments within the organization to build relationships and prepare formal presentations/write-ups for customers with complicated organizational structures and program requests with unique features for review by senior management and/or Board of Directors.
• Ability to adeptly analyze and underwrite and mitigate risk for difficult, large dollar requests with storied backgrounds with minimal supervision.
• Support business growth and portfolio quality through underwriting customer requests to credit policy.
• Ensure timely review of assigned transactions and credit facilities for new requests.
• Work closely with business development to structure and adjudicate credit requests.
• Special credit-related projects as needed.
• Interact with other departments within the business unit to address appropriate credit, documentation, and program issues.

Experience Requirements:

• Minimum five (5) years large ticket underwriting experience.
• Able to research and evaluate data to make informed decisions and solve problems.
• Strong written and verbal communication skills.
• Strong organizational, analytical, problem solving, and communication skills.
• Works well within a team oriented, fast paced culture.
• Sense of discretion and willingness to maintain strict confidentiality of pertinent and sensitive information.
• Strong knowledge of Microsoft Office suite.
• 4-year undergraduate Business degree.

Preferred Experience:

• Healthcare underwriting
• Third party program knowledge (Vendor, Capital Markets, Broker, Referral)

Data Specialist – Lake Oswego

Dext Capital is an innovative financial services company headquartered in the Portland Metro area. Dext offers an exceptional culture and countless opportunities for growth and advancement. We are seeking a motivated individual to join us as a Data Specialist. A successful candidate will have an opportunity to dig deep into mission critical data that is a vital part in our company’s success.   

As a Data Specialist, you will play a crucial role in analyzing and managing data to support the organization’s strategic objectives and enhance operational efficiency. This is a hybrid role with three days per week in the corporate office in Lake Oswego, Oregon. 

Job Duties/Responsibilities: 

• Data Analysis & Reporting: Perform data analysis to identify discrepancies and trends across multiple data sets, including Excel files, databases tables, and CSVs documents. Pull and send reports on a regular basis to relevant stakeholders. 

• SQL Query Improvement: Assist in optimizing SQL queries that are not performing efficiently, ensuring data retrieval processes are streamlined and effective. 

• Salesforce & Power BI Support: Create, update, and support reports in Salesforce and Power BI, ensuring that data visualization meets business requirements and enhances decision-making capabilities. 

• Collaboration & Support: Work closely with various departments to understand their data needs and provide analytical support. Assist the Manager of Business Systems with data-related projects and initiatives as required. 

• Process Improvement: Identify opportunities for process improvements through data analysis and recommend solutions to enhance overall business performance. 

• Training & Documentation: Provide training and support to end-users regarding data tools and processes, creating user guides to facilitate understanding and usage. 

• Other Tasks as Needed: Perform additional tasks and responsibilities as assigned to support business objectives and team initiatives. 

Experience Requirements: 

• Bachelor’s degree in Information System, Data Science, Computer Science or related field, or equivalent real-world experience 

• 2+ year experience in data analysis or a similar role 

• Expert proficiency in Microsoft Excel, including advanced functions and pivot tables 

• Strong knowledge of SQL for database querying and data manipulation. 

• Experience with Power BI or Salesforce is a plus. 

• Familiarity with programming languages (e.g., Python, R) is beneficial but not required. 

• Knowledge of financial products and services is a plus. 

Characteristics: 

• Exhibit strong problem-solving and analytical skills. 

• Excellent communication skills, both written and verbal. 

• Ability to thrive in a fast-paced environment and adapt to changing priorities. 

• Positive attitude and willingness to collaborate with team members.