Intern - Residential Lending Strategy, Winter 2027
Core
Support Mortgage Retention and HELOC strategies to drive customer retention and growth of the Home Equity Line of Credit product.
Role type
Strategy Intern
Builds
Strategic recommendations, business cases, and portfolio dashboards for residential lending.
Domain
Banking / Residential Lending
Deliverable
dashboards & analysis
Required skills
Financial modeling, quantitative analysis, data visualization, SQL, MS Office (Excel, PowerPoint), business case development
Preferred skills
Finance, Business, Accounting, or Economics background
Technologies
PowerBI, Excel, SQL
Responsibilities
Assist in discovery and planning for strategic business topics; Support development of business cases with qualitative and quantitative modeling; Design and manage dashboards to consolidate portfolio metrics; Present key insights and recommendations based on data analysis.
Seniority
Intern