Forward Thinking
Client Analyst II
Location
Arizona + 5 moreAll locations: Arizona | Kentucky | Michigan | Pennsylvania | South Dakota | Tennessee
Posted
15 hours ago
Salary
$60K - $100.5K / year
Seniority
Senior
Job Description
Client Analyst II
Pathward
• Manage a portfolio of accounts by assisting clients with funding requests and servicing issues. • Maintain a portfolio of accounts including preventing operational risk rating downgrades, reconciling and funding accounts and performing collection activities. • Monitor the performance of the loan collateral and support the Account Executives in providing detail of the collateral performance. • Identify red flags, assess risk, and recommend solutions/findings to the appropriate representatives. • Maintain outstanding customer service to clients, prospects, account debtors, vendors, and all internal stakeholders. • Responsible for maintaining compliance with all company and regulatory policies and guidelines. • Process funding requests, purchase batches, borrowing certs, and client requests. • Provide all regular and ad hoc reporting requirements. • Recognize and analyze positive or negative trends on a client by client basis. • Address any debtor issues or concerns with the client to find a resolution and secure collateral. • Effectively balance the needs of the Company and the Client; make timely decisions. • Manages diverse portfolio of ABL/Factoring with multiple collaterals. • Other duties as assigned.
Job Requirements
- Bachelor's degree or equivalent education and work experience.
- 3+ years relevant experience.
- Detail oriented
- Functional/technical skills
- Self starter
- Assertiveness
- Analytical and instinctive
- Teamwork - willingness to assist team members
- Customer focus and dedication to meeting clients needs
Benefits
- Health insurance
- 401(k) retirement benefits
- Life insurance
- Disability benefits
- Paid time off
- Annual performance-based incentive opportunity
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