Retirement Plan Jobs in San Antonio, Texas

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Senior Credit Analyst

Company: Mulligan Funding

Location: San Diego, CA

Posted Jan 29, 2025

Mulligan Funding, a leading provider of working capital to small and medium-sized businesses since 2008, is seeking a Sr Credit Analyst. The role involves comprehensive credit risk assessment, policy development, portfolio management, and collaboration with cross-functional teams. The ideal candidate will have 5+ years of underwriting or credit analysis experience, a bachelor's degree in a relevant field, and a solid understanding of GAAP accounting principles. Mulligan Funding offers comprehensive benefits, including medical, dental, vision, 401K with matching contributions, and generous sick, vacation, and holiday benefits.

Frequently Asked Questions

What are typical salary ranges by seniority for Retirement Plan roles?
Entry‑level Analyst: $55,000–$70,000; Mid‑level Manager: $80,000–$100,000; Senior Director: $120,000–$150,000; C-suite Executive: $180,000+ depending on firm size.
Which skills and certifications are essential in Retirement Plan careers?
Core skills: ERISA knowledge, fiduciary duty, data analysis, Excel, SQL, and plan software (e.g., Fidelity, Vanguard). Certifications: PTC (Plan and Trust Compliance), CFP (Certified Financial Planner), and Actuarial credentials (Associate or Fellow).
Is remote work available for Retirement Plan positions?
Yes—many firms offer hybrid or fully remote roles, especially for analysts and compliance staff, as plan data can be accessed securely via VPN and cloud platforms.
What career progression paths exist within Retirement Plan?
Typical trajectory: Analyst → Senior Analyst → Manager → Senior Manager → Director of Retirement Solutions → VP of Benefits. Each step adds fiduciary responsibility, client portfolio management, and strategic planning.
What industry trends are shaping Retirement Plan careers?
Key trends include fintech integration for automated plan management, ESG‑aligned investment options, increased regulatory scrutiny (e.g., SEC 2025 updates), and higher demand for data‑driven plan optimization.

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