• Richardson, TX, USA
  • Full Time


CollateralEdge is one of the most innovative and highly disruptive fintech companies in Texas. Founded in 2020 by two experienced finance professionals, CollateralEdge is re-envisioning debt capital delivery for the middle market. We have developed a flexible, automated risk management solution that enables banks to better address a corporate borrower's comprehensive financing needs while maintaining an appropriate level of credit risk. Our vision is bold yet simple: We are committed to reducing the cost and barriers for small and mid-sized businesses to access bank financing - turbocharging the future growth of the US economy.

Our product offering integrates complex credit structuring, proprietary algorithms and a robust enterprise software solution to address an attractive bank customer market. Our potential customer base includes all US-domiciled community and regional banks with assets in excess of $1 billion. Our platform seamlessly integrates within a bank's workflow to create attractive, risk-mitigated lending opportunities for our customers.


We are seeking a highly driven, strategic, analytically strong individual to join our Product Team as Business Analyst – Strategy & Analytics. Reporting to our Head of Product, this individual contributor will work cross functionally and touch all aspects of Product and Customer Success. Analytics work will include refining our proprietary algorithm, predictive analytics on our existing portfolio and conducting modeling and research as it relates to new product development. This Business Analyst will also have client facing responsibilities to interact with our customers as they onboard, train and utilize our platform. This is the perfect role for a creative problem solver with strong quantitative skills that wants exposure to business strategy and product management.


  • Perform analysis on coverage portfolio and develop correlation models to help inform updates to the algorithm.
  • Work with Sales and Product teams on essential technology implementations and product features.
  • Prepare scenario analysis modeling to enhance new prospective versions of the algorithm.
  • Develop dynamic pricing analytics framework for coverage quotes.
  • Assist in developing decision modeling for new credit products and prioritizing new product introductions.
  • Evaluate portfolio quality against established criteria and recommend adjustments to existing credit facilities as needed.
  • Collaborate within the Product team to validate models to ensure feature requirements are understood and integrated accurately.
  • Advise customers on specific credit situations and assist in optimizing usage of our platform and pricing feedback.
  • Drive strategy and implementation for new customer onboarding to demonstrate value on features and functionality and drive product adoption.
  • Research to identify innovative ways to analyze and present data and highlight the risks in the credit portfolios.
  • Utilize statistical analysis to plan, perform, measure, and interpret customer outcomes and experiences.
  • Collaborate within the product team to develop onboarding and training materials.


  • 1-3 years of experience in banking or financial services.
  • Bachelor's Degree in any quantitative field (Business, Math, Economics, Finance, Statistics, Science, Engineering).
  • Direct credit analysis experience in a lending environment.
  • Knowledge of commercial lending, credit or financial analysis.
  • Analytical mindset to tackle complex business problems with effective communication skills to explain results.
  • Proficient at conducting market research and identifying new opportunities and risks.
  • Strong analytical, conceptual and organizational skills with the ability to work on tight deadlines.
  • Knowledge of commercial credit products, market trends, and/or loan procedures.
  • Strong analytics skills in Excel (or similar) to analyze data to develop insights and make data-driven recommendations.
  • Impeccable written and oral communication skills with the ability to clearly articulate positions.


  • 100% of Medical coverage for the Employee covered by company
  • Medical, Vision, Dental and HSA plans available
  • 3 weeks paid vacation per year
  • Early stock options at a fast-growing, well-capitalized startup with strong and high-profile investor backing
  • Professional office environment with a great culture and passionate and experienced team
  • Common Desk membership – covered parking, gym access

Individuals seeking employment at CollateralEdge are considered without regards to race, religion, color, national origin, ancestry, sex, gender, gender identity, gender expression, sexual orientation, marital status, age, physical or mental disability or medical condition (except where physical fitness is a valid occupational qualification), genetic information, veteran status, or any other consideration made unlawful by federal, state or local laws.

CollateralEdge does not discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

Disclaimer: The above statements are intended to describe the general nature and level of work being performed by associates assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

CollateralEdge doesn't accept unsolicited agency resumes and won't pay fees to any third-party agency or firm that doesn't have a signed agreement with CollateralEdge.

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