About OptimaFI

OptimaFI helps community financial institutions (CFIs) - credit unions and banks profitably grow using a combination of proven data assets, expert consulting, and modern cloud software.  We are OptimaFI, striving to create solutions for CFI’s that enable better decision making, transparency, and improved profitability for our clients. Our values are Curiosity, Transparency, Partnership, and Lagniappe - always adding a little extra for clients and colleagues alike. We are an 80-person company growing to 100 in the next 18 months, and we have no intention of ballooning headcount for the sake of it. We move with purpose, invest in what works, and use automation and AI to stay lean and effective.

The Opportunity

The Credit Risk Solutions Support role is a key position within OptimaFI’s loan review operations, supporting the full engagement lifecycle, from proposal and renewal processes through post-review reporting. This role assists the management team with both recurring and time-sensitive tasks, including data entry, tracking outstanding items, coordinating documentation, and supporting the preparation of review materials and reports. The position plays an important role in maintaining organized workflows and ensuring efficient execution of loan review operations. This role also offers opportunities for growth and expanded responsibilities within OptimaFI’s loan review function.

Key Responsibilities

Loan Review Support

• Support proposal, renewal, and post-review processes 
• Track and follow up on outstanding items to ensure timely completion 
• Coordinate documentation and assist in preparing accurate, high-quality review materials and reports 

Operations & Execution

• Manage recurring and time-sensitive tasks with strong attention to detail and follow-through 
• Prioritize effectively across competing demands in a fast-moving environment 
• Use multiple systems and tools to support team workflows and deliverables 
• Provide timely, clear updates to management, maintaining transparency and alignment 

Team Coordination

• Work closely with the SVP, Manager, and loan review team to keep work progressing smoothly 
• Support team execution by identifying gaps, resolving issues, and keeping processes on track 
• Identify opportunities to improve workflows and reduce friction over time

Required Qualifications

• High school diploma required; some college preferred 
• Minimum 3 years of administrative or support experience 
• Proficiency in Microsoft Office (Word, Outlook, Excel) 
• Strong organizational and time management skills with the ability to manage multiple priorities

Preferred Qualifications 

• Experience in loan review, credit analysis, or direct lending 
• Familiarity with banking regulations and credit risk best practices

You'll Thrive in This Role If You:

• Stay organized and reliably keep track of details, deadlines, and follow-ups 

• Take ownership and consistently follow through to deliver accurate, timely results 

• Build trust through clear communication, transparency, and dependable execution 

• Are comfortable navigating ambiguity and using judgment to keep work moving forward 

• Enjoy supporting a team and helping work move forward behind the scenes 

• Can manage multiple tasks at once, including time-sensitive requests 

• Learn new tools and systems quickly and use them effectively 

• Bring strong attention to detail and care about producing high-quality work 

• Look for ways to improve how work gets done, not just complete tasks 

• Adapt well in a growing, evolving environment 

Why OptimaFI

You will have the opportunity to influence the future of a growing company serving a deeply meaningful customer base. If you’re motivated by results, not title, and you know how to make a small team feel 10X bigger, let's talk.

We offer:

• Competitive salary plus profit sharing.
• Medical, dental and vision coverage plus Flexible PTO, 401(k) match, and WFH stipend.
• Full ownership of the People roadmap—no legacy bureaucracy.
• A leadership team that values straight talk and rapid experimentation.
• The chance to shape a culture that helps community financial institutions - and your own career – thrive.

The annual base salary range for this role is $60,000 – $65,000 USD. This range represents base salary only. In addition to base salary, this role may be eligible for bonus, profit sharing, and other incentives and benefits.

We are committed to equitable and transparent compensation practices. Our ranges are informed by market data and reflect the dynamic nature of today’s labor market. Final compensation will be determined based on factors such as experience, skills and location.

*Eligible Remote Locations: AL, AR, AZ, CT, FL, GA, IL, KY, MA, MI, MO, MS, NC, OH, PA, TN, TX, VA, and WI