Essential Job Duties and Responsibilities:
- Initiates whole loan sales by determining loan pool eligibility against investor criteria, then preparing and delivering loan schedules, loan agreements, and underwriting documentation to investors.
- Serves as a point of contact for investors and their vendors during loan reviews, partnering with Product, Engineering, Servicing, and Underwriting to answer questions, evaluate exceptions, and resolve them.
- Manages day-to-day activity on GoodLeap’s revolving warehouse credit facilities, including borrowing base calculations, funding requests, and covenant compliance monitoring.
- Develops and maintains Excel-based models, including the Sales Engine and Funding Engine, and drives automation by identifying process improvements, defining requirements, and helping build and maintain capital markets software solutions.
- Analyzes alternatives, makes recommendations to management, and implements consumer finance funding and sales strategies.
- Leads new investor onboarding and prepares and analyzes ongoing investor and management reporting, flagging trends and issues for leadership.
Required Skills, Knowledge and Abilities:
- At least 2 years of experience in financial modeling and analysis, along with at least 2 years of experience in capital markets, treasury, or finance.
- Bachelor's degree in business, economics, finance, or a related field required.
- Advanced proficiency in Microsoft Excel, Databricks, and AI tools (e.g., Claude), with the technical ability to manipulate and analyze large datasets and apply statistical methods to them.
- Ability to clearly communicate findings, both verbally and in writing, to management, investors, and other external parties.
- Solid grasp of capital markets, finance, accounting, and business operations concepts.
- Experience in financial services, consumer finance, fintech, or renewable energy finance strongly preferred.
- Collaborates effectively across Capital Markets, Legal, Servicing, Underwriting, Product, Engineering, Finance, Accounting, and Business Development while representing GoodLeap professionally and building lasting relationships with funding and capital partners.
- Curious, tenacious problem solver, and strong team player.
Skills Required
- At least two years of experience in financial modeling and analysis
- At least two years of experience in capital markets, treasury, or finance
- Advanced proficiency in Microsoft Excel
- Advanced proficiency in Databricks
- Advanced proficiency in AI tools such as Claude
- Ability to manipulate and analyze large datasets
- Ability to apply statistical methods to large datasets
- Clear written and verbal communication skills
- Understanding of capital markets, finance, accounting, and business operations
- Experience in financial services, consumer finance, fintech, or renewable energy finance
- Ability to collaborate across Capital Markets, Legal, Servicing, Underwriting, Product, Engineering, Finance, Accounting, and Business Development
- Ability to build relationships with funding and capital partners
- Strong problem-solving and teamwork skills
GoodLeap Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about GoodLeap and has not been reviewed or approved by GoodLeap.
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Healthcare Strength — Feedback suggests GoodLeap provides comprehensive healthcare coverage, including medical, dental, vision, life, and disability insurance alongside EAP and mental-health support. On balance, the core coverage breadth appears solid.
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Leave & Time Off Breadth — Feedback suggests employees receive PTO, paid holidays, and sick time within a defined time-away program. Notes also highlight vacation and leave programs as standard offerings.
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Parental & Family Support — Feedback suggests parental and family medical leave are available. Recent mentions indicate parental leave was expanded in January 2026.
GoodLeap Insights
What We Do
GoodLeap is a sustainable home solutions marketplace. We provide simple, fast, and frictionless point-of-sale technology for countless mission-driven professionals serving millions of people who want to upgrade their homes and save money. Our platform offers flexible ways for consumers to pay for a wide range of sustainable products, including solar panels, battery storage, smart home devices, modern HVAC systems, energy efficient windows, upgraded roofing, water-saving turf, and more. We are committed to caring for the planet, building lasting relationships with our valued partners and customers, and delivering cutting-edge technology that enables more people to embrace a sustainable lifestyle.








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