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Operations Analyst – ABL Collateral Analysis and Reporting

Charlotte, North Carolina;

Job Description:

Enterprise Overview:

Responsible for the day-to-day analysis, research and resolution of varied problems. Functions include administering defined procedures, analysis and report generation, and exception processing. Coordinates the implementation of products/services and operational solutions. May assist in designing, documenting, implementing, and monitoring of new products/services. Provides guidance to associates within own unit regarding procedural, technical and/or operational changes. Incumbents have full working knowledge of operations environment acquired through experience in an operations environment and on the job training. Individuals typically have 2 to 4 years of experience.

Responsibilities:

  • 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 while taking ownership

  • Communication Skills - clear and concise emails; able to provide explanation of issues to business partners and leadership      

  • 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

  • Data Mining – Identifying key data points, isolating for further analysis

  • Reconciling data sets

  • Financial analytics

Desired Skills:

  • Experience with General Ledger or accounting practices

  • Knowledge of Monarch Pro and Microstrategy reporting

  • 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

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:

Enterprise Overview:

Responsible for the day-to-day analysis, research and resolution of varied problems. Functions include administering defined procedures, analysis and report generation, and exception processing. Coordinates the implementation of products/services and operational solutions. May assist in designing, documenting, implementing, and monitoring of new products/services. Provides guidance to associates within own unit regarding procedural, technical and/or operational changes. Incumbents have full working knowledge of operations environment acquired through experience in an operations environment and on the job training. Individuals typically have 2 to 4 years of experience.

Responsibilities:

  • 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 while taking ownership

  • Communication Skills - clear and concise emails; able to provide explanation of issues to business partners and leadership      

  • 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

  • Data Mining – Identifying key data points, isolating for further analysis

  • Reconciling data sets

  • Financial analytics

Desired Skills:

  • Experience with General Ledger or accounting practices

  • Knowledge of Monarch Pro and Microstrategy reporting

  • 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

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22073595

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Autumn Barlow Huitt [C]

Referral Bonus:

500