Credit Operations Analyst Job Solvo Global
Finance Jobs. Solvo Global Jobs
We are seeking a highly organized and detail-oriented professional to play a key role in our operating model, requiring institutional-grade discipline across two core areas~
- Underwriting and credit file integrity (consistent, lender-ready packages and risk scoring).
- Back-office execution (contract management, transaction confirmation, cost and margin validation, systems updates, and reporting).
Responsibilities
- Underwriting Operations
- Execute the underwriting process in accordance with the defined Credit & Risk policy
- Manage checklists and ensure complete document collection (financial, tax, banking, legal, ownership, etc.)
- Standardize naming conventions, version control, and data room organization
- Prepare complete, lender- or investor-ready credit files for review
- Perform credit checks (BCR, D&B), public record verifications, KYC/AML, and risk scoring
- Extract financial information, calculate key ratios, and identify risks or inconsistencies
- Prepare credit boxes, summaries, and exception memos for risk committee review
- Maintain due diligence packages ready for funding processes
- Back Office Operations
- Manage and oversee the full contract lifecycle (MSAs, exhibits, signatures, executed filing)
- Confirm transactions and validate margins, COGS, and pricing prior to execution
- Reconcile sold vs. installed transactions and escalate discrepancies
- Update CRM and operational systems (statuses, milestones, exceptions, billing start dates)
- Act as a liaison between front office, middle office, and back office teams
- Provide light support for billing initiation and issue resolution
Tools
- Excel / Google Sheets
- Document management systems and data rooms
- CRM and operational systems
- Weekly reporting on pipeline, underwriting, exceptions, and cohort readiness
Education
- MBA (preferred) in Finance or Accounting
- Or Bachelor’s degree in Finance / Accounting with comparable experience
Experience
- 4+ years of experience in at least one of the following areas~
- B2B underwriting or credit analysis
- Loan operations or receivables finance
- FP&A or accounting with strong financial statement review experience
- Contract administration or operations within financial services or B2B environments
Skills
- Exceptional organizational skills and attention to detail
- Clear and structured writing skills (credit boxes, checklists, exception memos)
- Strong handling of confidential information
- Cross-functional collaboration skills with a strong execution mindset
- Availability Monday through Friday, 9 AM to 5 PM EST
- Experience in equipment finance, receivables, ABS, or credit insurance
- Familiarity with BCR / D&B reports and risk scoring
- Experience preparing due diligence packages for lenders
How to Apply
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