Infusion Marketing

The Opportunity The Credit Risk Solutions Support role is a key position within OptimaFI’s loan review operations, supporting the full engagement lifecycle, from proposal and renewal processes through post-review reporting. This role assists the management team with both recurring and time-sensitive tasks, including data entry, tracking outstanding items, coordinating documentation, and supporting the preparation of review materials and reports. The position plays an important role in maintaining organized workflows and ensuring efficient execution of loan review operations. This role also offers opportunities for growth and expanded responsibilities within OptimaFI’s loan review function. Key Responsibilities Loan Review Support - Support proposal, renewal, and post-review processes - Track and follow up on outstanding items to ensure timely completion - Coordinate documentation and assist in preparing accurate, high-quality review materials and reports Operations & Execution - Manage recurring and time-sensitive tasks with strong attention to detail and follow-through - Prioritize effectively across competing demands in a fast-moving environment - Use multiple systems and tools to support team workflows and deliverables - Provide timely, clear updates to management, maintaining transparency and alignment Team Coordination - Work closely with the SVP, Manager, and loan review team to keep work progressing smoothly - Support team execution by identifying gaps, resolving issues, and keeping processes on track - Identify opportunities to improve workflows and reduce friction over time Required Qualifications - High school diploma required; some college preferred - Minimum 3 years of administrative or support experience - Proficiency in Microsoft Office (Word, Outlook, Excel) - Strong organizational and time management skills with the ability to manage multiple priorities Preferred Qualifications - Experience in loan review, credit analysis, or direct lending - Familiarity with banking regulations and credit risk best practices You'll Thrive in This Role If You: - Stay organized and reliably keep track of details, deadlines, and follow-ups - Take ownership and consistently follow through to deliver accurate, timely results - Build trust through clear communication, transparency, and dependable execution - Are comfortable navigating ambiguity and using judgment to keep work moving forward - Enjoy supporting a team and helping work move forward behind the scenes - Can manage multiple tasks at once, including time-sensitive requests - Learn new tools and systems quickly and use them effectively - Bring strong attention to detail and care about producing high-quality work - Look for ways to improve how work gets done, not just complete tasks - Adapt well in a growing, evolving environment Why OptimaFI You will have the opportunity to influence the future of a growing company serving a deeply meaningful customer base. If you’re motivated by results, not title, and you know how to make a small team feel 10X bigger, let's talk. We offer: - Competitive salary plus profit sharing. - Medical, dental and vision coverage plus Flexible PTO, 401(k) match, and WFH stipend. - Full ownership of the People roadmap—no legacy bureaucracy. - A leadership team that values straight talk and rapid experimentation. - The chance to shape a culture that helps community financial institutions - and your own career – thrive. The annual base salary range for this role is $60,000 – $65,000 USD. This range represents base salary only. In addition to base salary, this role may be eligible for bonus, profit sharing, and other incentives and benefits. We are committed to equitable and transparent compensation practices. Our ranges are informed by market data and reflect the dynamic nature of today’s labor market. Final compensation will be determined based on factors such as experience, skills and location. *Eligible Remote Locations: AL, AR, AZ, CT, FL, GA, IL, KY, MA, MI, MO, MS, NC, OH, PA, TN, TX, VA, and WI

The Opportunity The Junior Credit Analyst / Loan Reviewer is a key contributor to OptimaFI’s loan review operations, responsible for delivering accurate, consistent loan reviews across a variety of financial institutions. You’ll review a high volume of loans on a weekly basis, assessing credit risk, underwriting quality, and policy adherence. This role is central to maintaining the quality and integrity of client deliverables while operating efficiently in a fast-paced, remote environment. Key Responsibilities Loan Review & Analysis - Review 12–15 loans per day, evaluating risk grading accuracy, underwriting practices, servicing, and adherence to credit policies - Analyze financial statements, cash flow, collateral, and guarantor support to assess creditworthiness - Document findings clearly and accurately in a succinct summary using OptimaFI’s proprietary loan review platform Execution & Quality - Deliver consistent, high-quality work while managing volume and meeting deadlines - Apply sound judgment when evaluating credit risk and identifying potential issues - Ensure accuracy, completeness, and adherence to OptimaFI’s quality standards - Maintain confidentiality when handling sensitive client information Client & Team Collaboration - Collaborate with team members and leadership to ensure alignment and consistency in deliverables - Adapt quickly to navigate different client systems and data environments including IT connectivity on a weekly basis - Share insights and observations to support continuous improvement across engagement Required Qualifications - Bachelor’s degree in finance, accounting, business, or related field - 3-10 years of credit analysis or underwriting experience in banking - Strong knowledge of commercial lending (CRE, C&I, construction) - Experience analyzing financial statements, cash flow, and loan documentation Preferred Qualifications - Experience in loan review, credit analysis, or direct lending - Familiarity with banking regulations and credit risk best practices You'll Thrive in This Role If You: - Deliver consistent, accurate work and take pride in producing high-quality analysis at volume - Take ownership of your work and manage your time effectively to meet deadlines - Build trust through reliable execution and clear, objective credit assessments - Communicate findings with clarity and transparency - Use sound judgment to evaluate risk and prioritize effectively - Stay organized and keep track of details, deadlines, and follow-ups - Adapt quickly to new environments, tools, and client contexts, staying effective through ambiguity - Bring strong analytical thinking and a practical, solutions-oriented mindset to your work Why OptimaFI You will have the opportunity to influence the future of a growing company serving a deeply meaningful customer base. If you’re motivated by results, not title, and you know how to make a small team feel 10X bigger, let's talk. We offer: - Competitive salary plus profit sharing. - Medical, dental and vision coverage plus Flexible PTO, 401(k) match, and WFH stipend. - Full ownership of the People roadmap—no legacy bureaucracy. - A leadership team that values straight talk and rapid experimentation. The chance to shape a culture that helps community financial institutions - and your own career – thrive