Senior Data Specialist

Please Note: Knowledge of Credit loans and credit risks are preferred!

Are you an enthusiastic extrovert with a high passion for performance Do you enjoy working

in teams to achieve a common goal together Are you a detail-oriented person who enjoys

going through datasets to identify unique patterns and catch outliers Is multitasking one of

your strengths If so, then join Forage AI as a Senior Data Operations Specialist!

Responsibilities:

Develop, QC, audit, and deliver completed and approved datasets meeting

predetermined deadlines with a goal of complete accuracy.

Work with stakeholders at all levels to identify and address process gaps with process

improvement ideas that bring efficiency and structure to workflows.

Assist our AI and RPA models by manually parsing data to help derive insights for

automation.

Interpret and understand client requirements for every project and execute it per the

defined rules.

Perform annotations to help train our ML models.

Direct and monitor progress and performance of the team.

Act as a culture carrier and live by all our core values of ownership, commitment,

collaboration, agility and innovation, and a growth-oriented mindset.

Respond to client inquiries related to ongoing projects.

Research and troubleshoot issues associated with data and/or tools provided.

Assess project proposals, provide time estimates then document time and accuracy for

evaluation purposes.

Assist in documentation and continual improvements of SOP's for internal workflows.

Prepare tools and reports that measure and evaluate team accuracy and productivity.

Assist in planning and allocation of daily work queues.

Ensure that complex concepts shared by our stakeholders are accurately documented

in a straightforward manner.

Manage ETAs and deliverables by coordinating with different teams working remotely.

Display excellent change management and risk management skills at an individual level,

during the execution of all tasks.

Conduct process training sessions for new members of a team or project.

Requirements:

Must at least have a bachelor's degree in any stream.

35 years of professional experience, including minimum 12 years of hands-on

experience in the Credit Loans and Bonds domain (Leveraged Loans, High-Yield Bonds,

Term Loan B, Covenants, Indentures, Credit Agreements, etc.).

Strong exposure to reading, interpreting, and validating financial/legal documents such

as credit agreements, indentures, offering memorandums, facility agreements, and

covenant sections.

Demonstrated experience in building and QA'ing high-quality financial

datasets, including validation of complex fields, cross-referencing terms,

reconciling data points, and ensuring end-to-end data integrity.

Experience in operations or data-intensive roles, involving:

Data audits and quality checks

Process documentation and SOP creation

Root cause analysis and issue resolution

Experience gathering client or stakeholder requirements and translating them

into structured datasets or process workflows.

Excellent communication skills - able to simplify complex financial concepts for

internal and external stakeholders.

Advanced Excel skills (lookups, nested formulas, pivot tables, data cleaning,

error tracing).

Working knowledge of SQL for data extraction, transformations, and QC

workflows.

Hands-on experience with prompt engineering and strategically writing prompts

for QA, automations, or data workflows.

Experience in building automations or assisted QA workflows using AI, RPA,

macros, or rule-based systems (preferred).

Strong attention to detail, especially when reviewing complex financial terms,

definitions, and cross-references.

Ability to work with changing requirements, shifting client priorities, and

evolving datasets - strong change management skills required.

Must be a team player, proactive collaborator, and someone comfortable

guiding junior team members.

A quick learner who is tech-savvy, enjoys working with structured/unstructured

data, and adapts quickly to new tools.

Ability to work in flexible or variable shifts based on project deadlines and client

requirements.

Strong problem-solving and decision-making skills, with a solution-oriented

mindset.

Other Infrastructure Requirements:

Since this is a completely work-from-home position, you will also require the following -

High-speed internet connectivity for video calls and efficient work.

Capable business-grade computer (e.g., modern processor, 8GB + of RAM, and no other

obstacles to interrupted, efficient work).

Headphones with clear audio quality.