Sr. Specialist, Bank Finance

About the Role

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Responsibilities

• By analyzing loan pricing requests, evaluating pricing exceptions, supporting loan purchase activities, you will help ensure sound decision-making, operational excellence, and portfolio performance.
• You will have the opportunity to influence lending outcomes, strengthen cross-functional partnerships, and provide data-driven recommendations that support business growth, risk management, and client-focused solutions.

Requirements

• Bachelor’s degree in Business, Finance, Economics, or a related field.
• 1+ years of experience in lending pricing, profitability analysis, financial analysis, or a related banking function.
• Proficiency with Microsoft Excel and reporting tools.
• Demonstrated experience applying analytical thinking to evaluate data, identify trends, and support business decisions. Experience in an operational role with a finance background can also be considered.
• Ability to manage multiple priorities while maintaining accuracy and attention to detail.
• Strong problem-solving and decision-making skills with the ability to recommend practical solutions to complex business challenges.

Benefits

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance