Credit Risk Data Analyst
The Credit Risk Data Analyst at Confidential Client is responsible for analyzing and reporting credit risk data within the Risk Division, collaborating closely with business and technology teams. The role involves developing reports, scorecards, and process controls primarily using Salesforce, SQL, and Excel to identify trends and mitigate risk, supporting informed decision-making in the residential mortgage sector.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, IT.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
As a Credit Risk Data Analyst you will support the Risk Division by researching, collecting, transforming, and analyzing data to produce recurring and ad-hoc reports, identify trends, and improve risk controls. You will partner closely with risk managers, line-of-business stakeholders, and technology teams to translate business needs into technical requirements and deliverables.
- Work with Risk teams to define Salesforce configuration and reporting requirements
- Analyze Salesforce raw data to identify trends, anomalies, and improvement opportunities
- Perform data analysis and studies using SQL, Excel, and other analytics tools
- Develop business requirements for recurring reports, scorecards, and control reports
- Troubleshoot and identify corrections within Salesforce objects and reports with Risk managers
- Design and maintain process controls in the Salesforce environment to mitigate risk and improve efficiency
- Develop ETL processes to move data from Salesforce to SQL databases in partnership with central technology teams
- Prepare concise PowerPoint presentations to communicate findings and recommendations to senior management
Qualifications
- 2+ years of relevant experience in data analysis, reporting, or credit/risk analytics
- Bachelor’s degree in a related field required
- Entry-level to intermediate knowledge of the residential mortgage lifecycle (Correspondent or Retail Lending), including sales, operations, capital markets, or related products — preferred
- Intermediate proficiency with Microsoft Office (Excel, PowerPoint)
- Entry-level experience with SQL and C# (or demonstrable willingness to upskill quickly)
- Strong written and verbal communication skills; able to convey technical findings to non-technical stakeholders
- Detail-oriented, analytical mindset with an emphasis on data quality and risk controls
Compensation & Benefits
Compensation (new hires, Westlake Village, CA): $84,045 — $103,818 per year. Role may be eligible for annual bonus/incentives.
Benefits include competitive salary, medical and dental coverage, 401(k) matching, tuition assistance, paid time off, employee volunteer and wellness programs, and professional development opportunities.
About the Confidential Client
Confidential Client is a financial-services organization operating in mortgage and related services. The role sits within their Risk function and will partner with technology, business intelligence, and external vendor teams to deliver high-quality analytics and reporting that support safe and compliant lending operations.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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