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Credit Services Rep III (Asset Based Lending Servicing) - Richardson, TX

Richardson, Texas;

Job Description:

Handles 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 well-developed expertise/knowledge, but not yet considered to be the "expert" for the assigned area. 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.

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 Libor 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.

  • Strong Customer Focus,  3-5 years of Customer Service experience within Financial Services

  • Analytical, Conceptual Thinking - experience reviewing and analyzing data

  • 2-3 years of experience in reviewing loan and accounting documentation

  • 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

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

  • Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions

  • Excels in working among diverse viewpoints to determine the best path forward

  • Experience in connecting with a diverse set of clients to understand future business needs –is a continuous learner

  • Commitment to challenging the status quo and promoting positive change

  • Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base

  • Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Handles 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 well-developed expertise/knowledge, but not yet considered to be the "expert" for the assigned area. 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.

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 Libor 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.

  • Strong Customer Focus,  3-5 years of Customer Service experience within Financial Services

  • Analytical, Conceptual Thinking - experience reviewing and analyzing data

  • 2-3 years of experience in reviewing loan and accounting documentation

  • 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

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

  • Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions

  • Excels in working among diverse viewpoints to determine the best path forward

  • Experience in connecting with a diverse set of clients to understand future business needs –is a continuous learner

  • Commitment to challenging the status quo and promoting positive change

  • Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base

  • Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21084999

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Erika Bennett

Referral Bonus:

0