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Operations Consultant - ABL Collateral and Reporting

Charlotte, North Carolina;

Job Description:

  • Extensive communication with Business partners and members of the Field Exam teams
  • Collateral Analyst responsible for: Account Receivable and Inventory analysis supporting Asset Based Lending loan portfolios
  • Determine eligible client collateral in accordance with Credit Agreement
  • Review and understand client trends in relation to Accounts Receivable, Accounts Payable and Inventory collateral levels
  • Identify and escalate potential risk items in client loan support documentation
  • Effectively communicate analysis to business partners & clients
  • Extracting / formatting / uploading client report data for multiple lending lines of business Review client file submissions for completeness and assess file format for predetermined requirements
  • Coordinate the receipt of missing/incomplete documentation with our internal Servicing partners
  • Collaborate with internal Servicing Partners to insure correct data extraction
  • Create and update formulas within data extraction tool used to upload client files to analytical application
  • Required Skills:
    • Ability to manage multiple and sometimes competing priorities
    • Work independently
    • Takes ownership
    • Analyze issues and drive problem resolution
    • Good written and verbal communication skills
    • Willing to learn and adapt to change
    • Working knowledge of Windows and Microsoft Office
    • Proficient in Excel and understanding of Excel formulas
    • 3-5 years of experience in Finance, Mathematics, Accounting, Management or Information Systems

  • Desired Skills:
    • Experience with General Accepted Accounting principles
    • Financial analytics
    • Reconciling data sets
    • Data Mining – Identifying key data points, isolating for further analysis
    • Knowledge of Monarch Pro and Microstrategy reporting
    • Efficient prioritization of client processing requests – Multi-tasking; prioritizing
    • Communication Skills: Clear and concise emails; able to provide clear explanation of issues to Business partners and Leadership      
    • Confident relaying findings and reporting to Senior leaders and Business relationship partners
    • Troubleshooting – Ability to evaluate issues and escalate if needed with potential resolutions
    • Knowledge of Asset Based Lending and Borrowing Base structure
    • Degree in Finance, Accounting, Mathematics, Management Information Systems

  • Other Qualifications:
    • 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

  • Collateral Analyst responsible for: Account Receivable and Inventory analysis supporting Asset Based Lending loan portfolios
  • Determine eligible client collateral in accordance with Credit Agreement
  • Review and understand client trends in relation to Accounts Receivable, Accounts Payable and Inventory collateral levels
  • Identify and escalate potential risk items in client loan support documentation
  • Effectively communicate analysis to business partners & clients
  • Extracting / formatting / uploading client report data for multiple lending lines of business Review client file submissions for completeness and assess file format for predetermined requirements
  • Coordinate the receipt of missing/incomplete documentation with our internal Servicing partners
  • Collaborate with internal Servicing Partners to insure correct data extraction
  • Create and update formulas within data extraction tool used to upload client files to analytical application

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

  • Extensive communication with Business partners and members of the Field Exam teams
  • Collateral Analyst responsible for: Account Receivable and Inventory analysis supporting Asset Based Lending loan portfolios
  • Determine eligible client collateral in accordance with Credit Agreement
  • Review and understand client trends in relation to Accounts Receivable, Accounts Payable and Inventory collateral levels
  • Identify and escalate potential risk items in client loan support documentation
  • Effectively communicate analysis to business partners & clients
  • Extracting / formatting / uploading client report data for multiple lending lines of business Review client file submissions for completeness and assess file format for predetermined requirements
  • Coordinate the receipt of missing/incomplete documentation with our internal Servicing partners
  • Collaborate with internal Servicing Partners to insure correct data extraction
  • Create and update formulas within data extraction tool used to upload client files to analytical application
  • Required Skills:
    • Ability to manage multiple and sometimes competing priorities
    • Work independently
    • Takes ownership
    • Analyze issues and drive problem resolution
    • Good written and verbal communication skills
    • Willing to learn and adapt to change
    • Working knowledge of Windows and Microsoft Office
    • Proficient in Excel and understanding of Excel formulas
    • 3-5 years of experience in Finance, Mathematics, Accounting, Management or Information Systems

  • Desired Skills:
    • Experience with General Accepted Accounting principles
    • Financial analytics
    • Reconciling data sets
    • Data Mining – Identifying key data points, isolating for further analysis
    • Knowledge of Monarch Pro and Microstrategy reporting
    • Efficient prioritization of client processing requests – Multi-tasking; prioritizing
    • Communication Skills: Clear and concise emails; able to provide clear explanation of issues to Business partners and Leadership      
    • Confident relaying findings and reporting to Senior leaders and Business relationship partners
    • Troubleshooting – Ability to evaluate issues and escalate if needed with potential resolutions
    • Knowledge of Asset Based Lending and Borrowing Base structure
    • Degree in Finance, Accounting, Mathematics, Management Information Systems

  • Other Qualifications:
    • 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

  • Collateral Analyst responsible for: Account Receivable and Inventory analysis supporting Asset Based Lending loan portfolios
  • Determine eligible client collateral in accordance with Credit Agreement
  • Review and understand client trends in relation to Accounts Receivable, Accounts Payable and Inventory collateral levels
  • Identify and escalate potential risk items in client loan support documentation
  • Effectively communicate analysis to business partners & clients
  • Extracting / formatting / uploading client report data for multiple lending lines of business Review client file submissions for completeness and assess file format for predetermined requirements
  • Coordinate the receipt of missing/incomplete documentation with our internal Servicing partners
  • Collaborate with internal Servicing Partners to insure correct data extraction
  • Create and update formulas within data extraction tool used to upload client files to analytical application

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22019233

Band: H5

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Autumn Barlow Huitt [C]

Referral Bonus:

0