Fintech Partnership Program Analyst

Job Summary: Celtic Bank is a premier banking partner for financial technology (fintech) companies. Our partners are some of the nation’s largest and most innovative fintech and specialty finance companies. The FinTech Partner Program Analyst is an essential partner in the effort to implement, oversee, and expand FinTech partner relationships.

Role Description: The Fintech Partner Program Analyst provides foundational support for fintech partner relationships by assisting the Program Manager and other relevant teams in performance monitoring, data analysis, compliance tracking, and process improvement.

WHAT MAKES CELTIC DIFFERENT

• Managers are mentors
• Questions are encouraged
• Business causal is everyday
• Hard work is rewarded
• You’re always learning

WHAT YOU’LL DO AT CELTIC BANK

• Support Relationship Managers in all aspects necessary to manage and oversee assigned strategic lending partnerships.
• Coordinate, track, and manage the review and approval of program material and documentation such as marketing materials, loan applications, policies, procedures, and legal documents.
• Serve as a secondary point of contact, or backup relationship manager, for each assigned partner.
• Track and report on the resolution of issues, opportunities for improvement, and best practice enhancements.
• Interact with the varied Bank business units and the strategic partners to manage the resolution and reporting of key issues.
• Support Bank management during regulatory exams, internal audits, and ongoing monitoring.
• Support the business development process and acquisition of new strategic partnerships.
• Support the implementation process and onboarding of new strategic partnerships.

WHAT YOU’LL NEED TO DO IT

Key Competencies:

• Detail-Oriented: Demonstrates accuracy and thoroughness in work.
• Strong Written Skills: Effective in professional communication.
• Timeliness/Proactivity: Manages time effectively and takes initiative.
• Data Analysis: Proficient in analyzing data and generating reports.
• Industry Research: Conducts thorough research to support decision-making.
• Reporting: Prepares and presents reports accurately.
• Relationship Support: Provides support to maintain and enhance partnerships.
• Problem Solving: Identifies issues and proposes effective solutions.

Performance Indicators:

• Attention to Detail: Demonstrates accuracy and thoroughness in work.
• Willingness to Learn: Shows eagerness to learn new skills and take on new challenges.
• Team Collaboration: Works well in a team environment and contributes to group goals.
• Problem-Solving: Shows initiative in identifying issues and proposing solutions.
• Adaptability: Able to adjust to new tasks and changing priorities.
• Communication: Effective interpersonal and corporate communication.

Role Qualifications:

• Bachelor’s degree in a related field, or equivalent relevant experience.
• Experience: Internship or minimum 1 year of experience in a related field.
• Technical Skills: Basic knowledge of data analysis tools (e.g., Excel) and project management software (e.g., Monday.com, Salesforce).
• Communication Skills: Strong written and verbal communication skills.
• Analytical Skills: Ability to analyze data and generate reports.

Core Requirements:

• Foundational Knowledge: Basic understanding of tools/software.
• Time Management: Ability to manage time effectively.
• Interpersonal Skills: Basic skills in collaborating and communicating with team members.

HOW YOU'LL BENEFIT

• Medical, dental, vision
• 401(k) with employer match
• Life and long-term disability coverage
• HSA and FSA plans
• Holidays and paid time off requests
• Robust wellness program (we’re talking catered meals three times a week, lunch and learns, and onsite gym!)

Headquartered in the heart of downtown Salt Lake City, Utah, Celtic Bank was named a top SBA lender in the nation in 2024! Celtic Bank is a leading nationwide lender specializing in SBA 7(a), SBA 504, USDA B&I, express loans, asset-based loans, commercial real estate loans and commercial construction loans.

Celtic Bank is an equal opportunity employer and complies with all applicable federal, state and local fair employment practices laws.

Physical and Other Requirements

• This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
• Stationary Work: The employee is frequently required to stand; walk; use hands to type, handle documents, and perform other office related duties. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects.
• Mobility: The employee in this position needs to occasionally move between work sites and inside the office to access file cabinets, office machinery, etc.
• Communicate: The employee is regularly required to talk or hear and will frequently communicate with others. Must be able to read, write and understand fluent English.
• Work Model: The employee in this position will work either a fully Onsite, or Hybrid work model. All employees, regardless of location, may be required to travel to the Salt Lake City office for mandatory company meetings, events, or related occasions.
• Utah-based employees: Hybrid work schedule available after initial training period in our Salt Lake City, Utah office – department and job requirements will determine eligibility.