Loan Portfolio Analyst- Construction & fix and flip

Role Summary

Archwest Capital is seeking a Tableau and Power BI–focused Loan Portfolio Analyst who can independently design, build, and maintain production-grade dashboards supporting executive leadership, Capital Markets, Risk, and Asset Management.

This role requires hands-on dashboard development expertise from day one
. The ideal candidate has owned BI dashboards end-to-end — from raw dataset modeling through visualization, publishing, optimization, and stakeholder delivery — with minimal technical oversight.

Strong Excel skills are expected; however,
Tableau and Power BI dashboard ownership are the primary success metrics for this role.

• Independently build, publish, and maintain Tableau and Power BI dashboards providing real-time visibility into:
• Loan performance, aging, draw utilization, construction timelines
• Portfolio concentration, geographic exposure, and pipeline risk
• Translate SQL datasets into optimized Tableau and Power BI data models, including joins, calculated fields/measures, parameters, filters, and performance optimization.
• Own the full dashboard lifecycle: requirements intake, development, validation, publishing, performance tuning, documentation, and ongoing enhancements.
• Produce weekly, monthly, and quarterly executive reporting packages directly from BI dashboards.
• Partner closely with the Technology team to validate data integrity and evolve reporting datasets.
• Support Capital Markets with loan pool analysis, securitization reporting, and investor deliverables.
• Conduct portfolio surveillance and trend analysis across payment behavior, extensions, cost overruns, and borrower risk patterns.
• Support stress testing and scenario modeling, assessing portfolio cash-flow impacts and risk-adjusted performance.
• Clean, normalize, and validate datasets from multiple systems (LOS, servicing platforms, draw tools) to maintain a trusted reporting layer.
• Collaborate with Asset Management, Marketing, Underwriting, and Executive Leadership to support operational and strategic reporting needs.

• 3+ years of hands-on Tableau Desktop experience building dashboards from scratch (not just viewing or light editing).
• Hands-on Power BI experience building production dashboards and data models.
• Demonstrated ability to independently create:
• Calculated fields/measures, parameters, filters, and sets
• Multi-table joins and data modeling
• Experience publishing and maintaining dashboards in Tableau Server / Cloud and Power BI Service.
• Strong SQL proficiency for dataset validation and analysis.
• Ability to translate raw financial datasets into clear executive dashboards with minimal direction.

Candidates must be able to demonstrate prior Tableau and/or Power BI dashboard ownership during the interview process.

• Experience in real estate lending, construction lending, private credit, fintech, or financial services analytics.
• Familiarity with Fix-and-Flip and Ground-Up Construction loan structures.
• Experience supporting capital markets, securitization, investor reporting, or loan sales analytics.
• Experience with dashboard performance tuning, data governance, and metric standardization.
• Exposure to imperfect or evolving production datasets.

• Bachelor’s degree in Finance, Economics, Analytics, Computer Science, or related field.
• 3–7 years of analytics, BI, or reporting experience with direct dashboard ownership responsibility.
• Experience with LOS / servicing platforms is a plus.

At Archwest Capital, we will make reasonable accommodations to enable individuals with disabilities to perform essential functions. Please contact  for assistance.