Loan Analytics & AI Developer
Trellance Cooperative Holdings, Inc., Tampa, FL, United States
Overview
Rise Analytics is a data and analytics technology company and a wholly owned subsidiary of Trellance, focused on helping financial institutions unlock the full value of their data. Through its cloud-native analytics platform, Rise enables credit unions and banks to integrate, analyze, and activate data across the organization to drive smarter decisions, improve member experiences, and accelerate growth. The platform combines a modern data lakehouse architecture with advanced analytics, AI-driven predictive models, and purpose-built solutions for marketing, lending, finance, and risk. Rise Analytics serves a growing network of financial institutions and partners that rely on its technology to transform data into actionable intelligence.
Responsibilities
Develop and maintain Alteryx workflows for data extraction, transformation, and consolidation across multiple source systems
Build Tableau dashboards and reports for portfolio analysis, risk metrics, and regulatory reporting
Query and analyze data using Snowflake; write and optimize SQL queries for data validation and reporting
Leverage AI-assisted development tools (GitHub Copilot, Claude Code, or similar) to accelerate workflow automation and code quality
Develop and consume REST APIs to integrate data sources, internal tools, and third-party services
Troubleshoot and resolve technical issues in production workflows, dashboards, and applications
Collaborate with Loan Analytics team (product, BI, QA) to translate business requirements into technical solutions
Document technical architecture, data flows, and business logic for knowledge transfer
Participate in knowledge transfer sessions and support client implementations
Stay current with AI tooling, Alteryx, Tableau, and Snowflake feature releases and recommend enhancements
Knowledge, Skills & Abilities
Position Requirements
Bachelor's degree (BA or BS) in Computer Science, Information Systems, Data Science, Software Engineering, or related field, plus minimum 1-2 years of hands-on software development or analytics experience. Or High School Diploma or equivalent plus a minimum of five (5) years of experience in the field.
Certifications (Preferred)
Alteryx Core Certification (preferred or willingness to obtain within 6 months)
Tableau Desktop Specialist or Data Analyst Certification (preferred or willingness to obtain within 6 months)
AWS, Azure, or Google Cloud Fundamentals certification (preferred)
Snowflake Fundamentals certification (preferred)
Company / Industry Knowledge
Preferred: 1+ years of professional experience in banking, credit unions, fintech, or financial services organizations
Preferred: Prior exposure to loan analytics, portfolio management, or regulatory reporting
Preferred: Prior experience with MDPA or similar loan portfolio analysis solutions
Preferred/Other Qualifications
Working knowledge of Alteryx Designer for workflow development and data preparation
Working knowledge of Tableau Desktop for dashboard development and data visualization
Working knowledge of Snowflake cloud data warehouse; ability to write and optimize SQL queries
Experience building REST APIs with Python (FastAPI, Flask) or Node.js
Experience with AI coding assistants (GitHub Copilot, Claude Code, Cursor, or similar)
Experience with Git/GitHub for version control and collaborative development
Familiarity with ETL concepts and data pipeline development
Basic understanding of financial services compliance (CECL, delinquency reporting) a plus, not required
Other duties as assigned
Skills / Abilities
Technical Skills
Python: Proficiency in Python for scripting, data manipulation (pandas, numpy), API development, and workflow automation
REST APIs: Ability to design, build, and consume REST APIs for data integration and tooling
Alteryx: Working knowledge of Alteryx Designer for data preparation, workflow automation, and ETL; willingness to grow toward advanced usage
Tableau: Working knowledge of Tableau for dashboard creation, calculated fields, and data visualization; willingness to grow toward expert usage
Snowflake: Ability to write and optimize SQL queries, understand table structures, and perform data validation
AI Dev Tools: Demonstrated comfort using GitHub Copilot, Claude Code, Cursor, or similar AI-assisted tools to accelerate development and code review
SQL: Strong SQL query writing for data extraction, transformation, and validation
Git: Experience with version control workflows (branching, pull requests, code review)
Scripting/Automation: Python or shell scripting for automating repetitive analytical and data workflows
Problem-Solving & Analysis
Strong problem-solving skills with ability to break down complex technical challenges
Debugging and troubleshooting capabilities across data pipelines, APIs, and dashboards
Willingness to learn new tools quickly and apply them pragmatically
Detail-oriented with a quality assurance mindset
Business & Collaboration
Ability to work collaboratively with product managers, business analysts, and QA teams
Strong interpersonal and organizational skills; strong team player
Ability to adapt quickly to changing business priorities and technical requirements
Customer-focused mindset; willingness to support client success
Ability to manage multiple concurrent tasks and prioritize effectively
Language Ability
Clear verbal and written communication skills
Ability to explain technical concepts to non-technical stakeholders
Ability to read and interpret technical documentation, data dictionaries, and business requirements
Computer Skills
Working knowledge: Alteryx Designer, Tableau Desktop
Ability to quickly learn new software tools and platforms
#J-18808-Ljbffr
Rise Analytics is a data and analytics technology company and a wholly owned subsidiary of Trellance, focused on helping financial institutions unlock the full value of their data. Through its cloud-native analytics platform, Rise enables credit unions and banks to integrate, analyze, and activate data across the organization to drive smarter decisions, improve member experiences, and accelerate growth. The platform combines a modern data lakehouse architecture with advanced analytics, AI-driven predictive models, and purpose-built solutions for marketing, lending, finance, and risk. Rise Analytics serves a growing network of financial institutions and partners that rely on its technology to transform data into actionable intelligence.
Responsibilities
Develop and maintain Alteryx workflows for data extraction, transformation, and consolidation across multiple source systems
Build Tableau dashboards and reports for portfolio analysis, risk metrics, and regulatory reporting
Query and analyze data using Snowflake; write and optimize SQL queries for data validation and reporting
Leverage AI-assisted development tools (GitHub Copilot, Claude Code, or similar) to accelerate workflow automation and code quality
Develop and consume REST APIs to integrate data sources, internal tools, and third-party services
Troubleshoot and resolve technical issues in production workflows, dashboards, and applications
Collaborate with Loan Analytics team (product, BI, QA) to translate business requirements into technical solutions
Document technical architecture, data flows, and business logic for knowledge transfer
Participate in knowledge transfer sessions and support client implementations
Stay current with AI tooling, Alteryx, Tableau, and Snowflake feature releases and recommend enhancements
Knowledge, Skills & Abilities
Position Requirements
Bachelor's degree (BA or BS) in Computer Science, Information Systems, Data Science, Software Engineering, or related field, plus minimum 1-2 years of hands-on software development or analytics experience. Or High School Diploma or equivalent plus a minimum of five (5) years of experience in the field.
Certifications (Preferred)
Alteryx Core Certification (preferred or willingness to obtain within 6 months)
Tableau Desktop Specialist or Data Analyst Certification (preferred or willingness to obtain within 6 months)
AWS, Azure, or Google Cloud Fundamentals certification (preferred)
Snowflake Fundamentals certification (preferred)
Company / Industry Knowledge
Preferred: 1+ years of professional experience in banking, credit unions, fintech, or financial services organizations
Preferred: Prior exposure to loan analytics, portfolio management, or regulatory reporting
Preferred: Prior experience with MDPA or similar loan portfolio analysis solutions
Preferred/Other Qualifications
Working knowledge of Alteryx Designer for workflow development and data preparation
Working knowledge of Tableau Desktop for dashboard development and data visualization
Working knowledge of Snowflake cloud data warehouse; ability to write and optimize SQL queries
Experience building REST APIs with Python (FastAPI, Flask) or Node.js
Experience with AI coding assistants (GitHub Copilot, Claude Code, Cursor, or similar)
Experience with Git/GitHub for version control and collaborative development
Familiarity with ETL concepts and data pipeline development
Basic understanding of financial services compliance (CECL, delinquency reporting) a plus, not required
Other duties as assigned
Skills / Abilities
Technical Skills
Python: Proficiency in Python for scripting, data manipulation (pandas, numpy), API development, and workflow automation
REST APIs: Ability to design, build, and consume REST APIs for data integration and tooling
Alteryx: Working knowledge of Alteryx Designer for data preparation, workflow automation, and ETL; willingness to grow toward advanced usage
Tableau: Working knowledge of Tableau for dashboard creation, calculated fields, and data visualization; willingness to grow toward expert usage
Snowflake: Ability to write and optimize SQL queries, understand table structures, and perform data validation
AI Dev Tools: Demonstrated comfort using GitHub Copilot, Claude Code, Cursor, or similar AI-assisted tools to accelerate development and code review
SQL: Strong SQL query writing for data extraction, transformation, and validation
Git: Experience with version control workflows (branching, pull requests, code review)
Scripting/Automation: Python or shell scripting for automating repetitive analytical and data workflows
Problem-Solving & Analysis
Strong problem-solving skills with ability to break down complex technical challenges
Debugging and troubleshooting capabilities across data pipelines, APIs, and dashboards
Willingness to learn new tools quickly and apply them pragmatically
Detail-oriented with a quality assurance mindset
Business & Collaboration
Ability to work collaboratively with product managers, business analysts, and QA teams
Strong interpersonal and organizational skills; strong team player
Ability to adapt quickly to changing business priorities and technical requirements
Customer-focused mindset; willingness to support client success
Ability to manage multiple concurrent tasks and prioritize effectively
Language Ability
Clear verbal and written communication skills
Ability to explain technical concepts to non-technical stakeholders
Ability to read and interpret technical documentation, data dictionaries, and business requirements
Computer Skills
Working knowledge: Alteryx Designer, Tableau Desktop
Ability to quickly learn new software tools and platforms
#J-18808-Ljbffr