girl looking into her desktop
Back to search results

Credit Services Rep II

Charlotte, North Carolina;

Job Description:

Asset Based Lending direct client contact handling moderately complex customer problems and issues for assigned accounts. Requires a minimum amount of day-to-day supervision. Is able to handle detailed instructions under pressure and a relatively high volume of credits. Has a good working knowledge of the various credit-related products and a good understanding of loan/credit documentation. Takes initiative to work through issues. Is able to perform well in a cross-functional team environment. Typically requires at least 1 to 3 years of experience.

Position Location: Richardson, TX/Charlotte, NC

*Job Description and Responsibilities / Additional Information:

Customer service representative responsible for a dedicated portfolio of asset based loan facilities.

Process, analyze and evaluate daily client activity, monitor the receipt of client reports, review the content for irregularities and/or discrepancies and follow up with the client and Loan Officer.

Reconcile client Accounts Receivable's aging, perform ineligible calculations for Accounts Receivable and Inventory collateral accurately, timely and in compliance with Loan Servicing Standards.

Process loan and collateral transactions

Monitor Tranche loans.

Reconcile Letter of Credit Information with detail. 

Reconcile interest and fees with maturity and due dates.

Prepare/verify Participation principal, interest and fee settlements. 

Review loan documentation

Perform assigned functions/tasks within the team

*Required Skills: "Must" have these skills to be minimally qualified.

Customer Focus

Analytical, Conceptual Thinking

Information Seeking (goes beyond questions that are routine or required in the job)

Ability to identify and escalate risk

Accountable, Takes Ownership

Highly Accurate

Quick learner with aptitude and ability to adjust to a dynamic technological environment

Excellent Communicator both oral and written

Excellent Organization

Excellent Time Management

Working knowledge of Microsoft Office: Outlook, Excel, Word and Power Point

*Desired Skills:

Asset Based Lending experience

Commercial credit fulfillment, servicing, operations or lending experience

Four (4) year College Degree (college level accounting courses) or 3 to 4 years related experience, or equivalent.

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Monday - Friday 8-5

Referral Bonus Amount:

0

Job Description:

Asset Based Lending direct client contact handling moderately complex customer problems and issues for assigned accounts. Requires a minimum amount of day-to-day supervision. Is able to handle detailed instructions under pressure and a relatively high volume of credits. Has a good working knowledge of the various credit-related products and a good understanding of loan/credit documentation. Takes initiative to work through issues. Is able to perform well in a cross-functional team environment. Typically requires at least 1 to 3 years of experience.

Position Location: Richardson, TX/Charlotte, NC

*Job Description and Responsibilities / Additional Information:

Customer service representative responsible for a dedicated portfolio of asset based loan facilities.

Process, analyze and evaluate daily client activity, monitor the receipt of client reports, review the content for irregularities and/or discrepancies and follow up with the client and Loan Officer.

Reconcile client Accounts Receivable's aging, perform ineligible calculations for Accounts Receivable and Inventory collateral accurately, timely and in compliance with Loan Servicing Standards.

Process loan and collateral transactions

Monitor Tranche loans.

Reconcile Letter of Credit Information with detail. 

Reconcile interest and fees with maturity and due dates.

Prepare/verify Participation principal, interest and fee settlements. 

Review loan documentation

Perform assigned functions/tasks within the team

*Required Skills: "Must" have these skills to be minimally qualified.

Customer Focus

Analytical, Conceptual Thinking

Information Seeking (goes beyond questions that are routine or required in the job)

Ability to identify and escalate risk

Accountable, Takes Ownership

Highly Accurate

Quick learner with aptitude and ability to adjust to a dynamic technological environment

Excellent Communicator both oral and written

Excellent Organization

Excellent Time Management

Working knowledge of Microsoft Office: Outlook, Excel, Word and Power Point

*Desired Skills:

Asset Based Lending experience

Commercial credit fulfillment, servicing, operations or lending experience

Four (4) year College Degree (college level accounting courses) or 3 to 4 years related experience, or equivalent.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21028673

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Erika Bennett

Referral Bonus:

0