Loan Analytics & AI Developer at Trellance LLC – Tampa, Florida

Title of Position: Loan Analytics & AI Developer

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.

Overall Responsibility: Rise Analytics is seeking an Analytics & AI Developer with a foundation in software development, data analytics, and AI-assisted tooling to support the Loan Analytics team in building, enhancing, and automating the Multi-Dimensional Portfolio Analysis (MDPA) solution. The ideal candidate is a technically versatile developer with hands-on experience in Python, JavaScript/TypeScript, and REST API development, combined with working knowledge of Alteryx, Tableau, and Snowflake. They should be comfortable leveraging AI-assisted development tools (GitHub Copilot, Claude Code, or similar) to accelerate delivery and automate workflows. Experience in financial services is a plus. Success in this role requires strong problem-solving skills, a willingness to learn domain-specific analytics tools, and the ability to collaborate with product managers, business analysts, and QA teams.

ESSENTIAL FUNCTIONS:

· Build and maintain lightweight web applications and internal tools using Python and JavaScript/TypeScript to support analytics and reporting workflows

· 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:

Minimum Education/Experience:

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, not required):

· 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

· Familiarity with JavaScript/TypeScript for front-end or full-stack web development

· 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

· Travel: 0-10%

· Other duties as assigned

SKILLS/ABILITIES:

Technical Skills:

· Python: Proficiency in Python for scripting, data manipulation (pandas, numpy), API development, and workflow automation

· JavaScript/TypeScript: Working knowledge for building internal web tools, dashboards, and lightweight front-end interfaces

· 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:

· Required: Python, SQL, Git/GitHub, Snowflake

· Required: Microsoft Excel (intermediate+), Word, Outlook

· Working knowledge: Alteryx Designer, Tableau Desktop

· Preferred: REST API frameworks (FastAPI, Flask, or Node.js), JavaScript/TypeScript, Power BI, AI dev tools (Copilot, Claude Code)

· Ability to quickly learn new software tools and platforms