Client Analyst II

About the role

Manage a portfolio of accounts by assisting clients with funding requests and servicing issues, including enforcing Loan Agreements/Purchase Agreements, Standard Operating Procedures, and Credit Policies.

Responsibilities

• Maintain a portfolio of accounts including preventing operational risk rating downgrades, reconciling and funding accounts and performing collection activities.
• Monitor the performance of the loan collateral and support the Account Executives in providing detail of the collateral performance in efforts to make the best credit decisions possible.
• Identify red flags, assess risk, and recommend solutions/findings to the appropriate representatives.
• Maintain outstanding customer service to clients, prospects, account debtors, vendors, and all internal stakeholders.
• Process funding requests, purchase batches, borrowing certs, and client requests.
• Provide all regular and ad hoc reporting requirements.
• Recognize and analyze positive or negative trends on a client by client basis to identify and mitigate potential risks to the bank.
• Address any debtor issues or concerns with the client to find a resolution and secure collateral.
• EFFECTIVELY balance the needs of the Company and the Client; make timely decisions.
• Manages diverse portfolio of ABL/Factoring with multiple collaterals.

Requirements

• Bachelor's degree or equivalent education and work experience.
• 3+ years relevant experience.
• Detail oriented
• Functional/technical skills
• Communication skills
• Self starter
• Assertiveness
• Analytical and instinctive
• Teamwork - willingness to assist team members
• Customer focus and dedication to meeting clients needs
• Self-starter

Qualifications

• Bachelor's degree or equivalent education and work experience.
• 3+ years relevant experience.
• Detail oriented
• Functional/technical skills
• Communication skills
• Self-starter
• Assertiveness
• Analytical and instinctive
• Teamwork - willingness to assist team members
• Customer focus and dedication to meeting clients needs
• Self-starter

Skills

• None listed

Benefits

Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more.

Pay

Salary range: $60,000 – $100,500

Schedule

Not specified