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Staff Business Analyst
Location(s): Plano, TexasJoin our mission
Intuit is a mission-driven, global financial platform company that gives everyone the opportunity to prosper. With products like TurboTax, QuickBooks and Mint, we’re using technology to build solutions to challenging financial problems for millions of people around the world.
Overview
The QuickBooks Capital (QBC) team is on a mission to transform small business (“SMB”) lending. Imagine a world where QuickBooks customers can access funding in hours whenever they need it. And then, imagine a world where we help SMBs make the right decision about when to take funding, how much to take, and what type. We’re working to make this a reality. QuickBooks Capital is adding new products to support our clients and became a SBA Paycheck Protection Program (PPP) lender. We are helping our small businesses access the capital they need using technology and data to simplify the process.
If you are passionate about innovating for small businesses, solving customer problems, tapping the power of big data, and working in an incredibly fast-paced and fun environment, we invite you to come join our team.
We are looking for a Servicing & Collections Operations Analyst to support and manage our growing portfolio with multiple product offerings. We are focused on accelerating our growth and scaling the business and this role is critical to our success. There is a tremendous amount of innovation ahead to achieve this scale with institutional quality servicing systems, data, reporting and operational processes.
This role will be remote to start and then preferably based out of an Intuit office located in San Francisco, CA; Mountain View, CA; San Diego, CA; or Plano, TX; once Intuit COVID-19 restrictions are lifted. This position will report to the Data Operations Manager for QuickBooks Capital.
What you'll bring
- 4+ years of experience in small business, or commercial underwriting with portfolio management and special servicing exposure
- Outstanding empathy and understanding of the small business owner and their finances
- Knowledge of financial statement components and understanding of key risk drivers
- Ability to work in a fast paced and quickly changing environment
- Strong communication skills with the ability to simply lay out the conclusions and reasons for each decision
- Ability to constantly focus on the process and to develop and implement operational changes in order to improve efficiency and limit risk throughout the underwriting process
- Excellent motivational abilities, willingness to teach and coach, and ability to learn quickly
- Analytical mindset, strong excel skills, SQL is nice to have
How you will lead
- Manage and enhance relationships with third party service providers; establish and maintain KPIs for service providers to drive efficiencies and improve the customer experience.
- Manage portfolio and assist third party servicers by resolving client issues.
- Maintain and enhance collections strategy for default portfolio by developing solutions and mitigation strategies to support clients and reduce charge offs; build and maintain default reporting and monthly collections review; work with outside counsel to improve collections efforts.
- Develop policies and standard operating procedures to formalize internal and external practices to scale this function.
- Support and ensure internal stakeholder’s needs and issues are being addressed by third party servicer including data analysis to identify clear paths to resolution.
- Support Underwriting & Collections Team Leader on projects, supporting the loan queue or audit function on an ad-hoc basis.
- Support Capital Markets & Data Operations Leader on projects and reporting.
- Drive a rapid innovation cycle that maximizes speed, quality and operational efficiencies.
- Partner cross functionally with teams across Intuit to drive operational efficiency while also ensuring business compliance to include the Compliance, Internal Audit, and Accounting teams.

"When I encounter a technical problem, I feel driven to find a solution that is simple, human, and easy to understand."

"At Intuit, I have everything I need to be a great data scientist, from rich datasets to inspiring colleagues."

"It’s important to always strive for improvement, even if you’re already in a good place."

"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."

"One of the things that stands about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."

"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."

"I really felt drawn to Intuit because it's a place where I feel like I can make super meaningful impact on customers’ lives and their day-to-day. Finances are tricky and it’s emotional and stressful, and if I can help lift that burden off of someone, I feel like it’s worth it."

"Working at Intuit is satisfying because our goal is not to get customers to spend as much time on our products. We want to make their financial lives easier whether it's filling out taxes or helping small businesses operate. It's a great combination of experimenting with new technology while also staying close to tangible problems for real people."

"Designing at Intuit feels special because we're not just making things to make things. We're tackling real, consequential financial problems voiced by small businesses, self-employed, and individuals around the world. I'm grateful to have such a worthy and motivating mission when I go to work – powering prosperity around the world."

"Working at Intuit is satisfying because our goal is not to get customers to spend as much time on our products. We want to make their financial lives easier whether it's filling out taxes or helping small businesses operate. It's a great combination of experimenting with new technology while also staying close to tangible problems for real people."

"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."

"One of the things that stands about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."

"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."

"I really felt drawn to Intuit because it's a place where I feel like I can make super meaningful impact on customers’ lives and their day-to-day. Finances are tricky and it’s emotional and stressful, and if I can help lift that burden off of someone, I feel like it’s worth it."

"One of the things that stands out about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."

"By feeding our customers' data through machine learning algorithms, we uncover valuable insights that empower millions of customers to feel more confident about their financial future."

"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."

"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."

"We use the latest Native frameworks for iOS and Android to deliver a truly delightful mobile-first experience for our customers. I love that we're enabling millions of customers to improve their financial health, all under a world-class mobile experience."

"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."

"One of the things that stands out about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."

"It's a great feeling knowing that when you push out a new feature or fix, our customers notice it and really love the work that we do! Here at Intuit, not only do we have the freedom to work with the newest technologies, but we value solving challenging financial problems for our customers above everything else."

"One of my favorite aspects of this role is that my work is helping small business owners achieve their business goals by solving complex financial problems. It's gratifying to know that the work that I'm doing directly impacts consumers and makes their lives easier so that they can focus their energy on growing their business."

"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."

"I know that as a product manager at Intuit, my impact matters. Our products support millions of small businesses and individuals around the globe with their finances, delivering more money and fueling the success of real people."
Hear from our employees
Conrad De Peuter
Senior Data Scientist - Machine Learning Futures Group
Conrad leverages tools like natural language processing and machine learning to help tax analysts and small business owners use TurboTax and QuickBooks more efficiently. For Conrad, Intuit is a great place to learn, grow, and take full ownership of your career path.
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