Client Analyst II

About Our Client

The organization operates in the financial empowerment sector, working to expand financial access, choice, and opportunity for individuals and businesses. It addresses barriers to financial inclusion by providing responsible and secure financial products designed to promote economic mobility. The organization maintains a hybrid work model with multiple office locations across the United States.

About the Opportunity

The Client Analyst II manages a portfolio of accounts while supporting clients with funding requests, servicing needs, and operational issues. This role monitors loan collateral performance, supports credit decision-making, identifies risks, and ensures compliance with applicable agreements and policies. The position contributes to effective risk management while maintaining strong relationships with clients and internal stakeholders.

Responsibilities

• Manage a portfolio of accounts, including funding reconciliation and collections activities.
• Monitor loan collateral performance and provide support for credit decision-making.
• Identify, assess, and mitigate operational and financial risks.
• Deliver responsive and effective customer service to clients and internal stakeholders.
• Ensure compliance with company policies, contractual requirements, and applicable regulations.
• Process funding requests, purchase batches, and client inquiries accurately and efficiently.
• Prepare recurring and ad hoc reports to support portfolio management.
• Analyze client and portfolio trends to identify and mitigate potential risks.
• Resolve debtor issues and take appropriate actions to secure collateral.
• Balance organizational risk considerations with client needs when making decisions.
• Manage diverse portfolios involving Asset-Based Lending and Factoring.
• Perform other duties and responsibilities as assigned.

Requirements

• Bachelor's degree or equivalent combination of education and relevant experience.
• Minimum of 3 years of relevant professional experience.
• Strong attention to detail with solid functional and technical skills.
• Effective written and verbal communication skills.
• Self-motivated and assertive with the ability to take ownership of responsibilities.
• Strong analytical, critical-thinking, and problem-solving skills.
• Team-oriented approach with a willingness to support colleagues and collaborate across functions.
• Customer-focused mindset with a commitment to understanding and meeting client needs.

Pay Range and Compensation Package

• Annual salary range of $60,000–$100,500.
• Actual compensation will be based on experience, qualifications, skills, location, and other relevant factors.
• Eligibility for an annual performance-based incentive.