LoanStreet Inc. · 6 hours ago
Solutions Engineer: Investor Reporting
LoanStreet Inc. is a growing financial technology company focused on providing innovative solutions to institutional investors. They are seeking a highly motivated Solutions Engineer to join their Investor Reporting team, responsible for integrating data, automating workflows, and ensuring successful usage of their platform and reports.
BankingFinanceFinancial ServicesFinTechLendingMarketplace
Responsibilities
Client Engagement: Collaborate with clients to understand their reporting requirements, business workflows, and the challenges they face - both operational and technical
Solution Development: Design and build solutions that leverage our platform to meet client needs, including data integration, report customization, and workflow automation
Technical Implementation: Analyze external reports, direct data feeds and internal sources to devise robust and efficient processes for integrating diverse data streams
Product Enhancement: Gather feedback and insights from clients and work closely with the product and engineering teams to address bugs, maintain system stability and develop the next generation of financial reporting software
Training & Support: Provide technical training and ongoing support to external clients and internal users, ensuring their proficiency and satisfaction with our solutions
Documentation: Create and maintain comprehensive documentation, including technical specifications, configuration guides, and user manuals
Reporting : Actively participate in the monthly reporting process to ingest loan data and deliver timely accurate investor reports to hundreds of clients covering various products
Qualification
Required
Bachelor's degree in Computer Science, Engineering, Finance, Math or related field
5+ years of experience in a solutions engineering, systems integration / implementation, or technical consulting role within the financial services industry
Aptitude for data analysis and extensive experience with data integration
Advanced SQL skills and experience with relational databases
Proficiency with Python or other scripting languages
Familiarity with Web Apps and RESTful APIs
Intermediate working knowledge of Microsoft Excel
Basic understanding of financial instruments and investor reporting practices with the willingness to learn about more complex products as the role and company grows
Excellent written & verbal communication, presentation, and interpersonal skills
Ability to translate technical concepts into clear, understandable terms for non-technical audiences and conversely relay business considerations to technical teams
Strong problem-solving skills and a proactive approach to identifying and addressing both client challenges and internal operational concerns
Ability to work independently and as part of a team in a fast-paced environment
Company
LoanStreet Inc.
About LoanStreet Inc.
Funding
Current Stage
Growth StageTotal Funding
$39MKey Investors
Portage VenturesValar VenturesThird Prime
2022-02-08Series B· $25M
2019-12-16Series A· $5M
2018-06-18Series A· $6.5M
Leadership Team
I
Ian Lampl
CEO
Recent News
2025-06-26
Company data provided by crunchbase