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Credit Services Rep III

Charlotte, North Carolina;

Job Description:

*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 agings, 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

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

*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 agings, 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

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21083774

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Erika Bennett

Referral Bonus:

0