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

Richardson, Texas

Job Description:

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. Typically requires at least 4 to 6 years of experience.

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

This is not a remote position. Person hired will start in person in office day 1.

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:

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. Typically requires at least 4 to 6 years of experience.

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

This is not a remote position. Person hired will start in person in office day 1.

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-22044610

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Haylee Bennett

Referral Bonus:

0

Street Address

Primary Location:
2380 PERFORMANCE DR, TX, Richardson, 75082