Pathward logo
Pathward

Forward Thinking

Client Analyst II

AnalystAnalystFull TimeRemoteSeniorTeam 1,001-5,000H1B No SponsorCompany SiteLinkedIn

Location

Arizona + 5 moreAll locations: Arizona | Kentucky | Michigan | Pennsylvania | South Dakota | Tennessee

Posted

15 hours ago

Salary

$60K - $100.5K / year

Seniority

Senior

Bachelor Degree3 yrs expEnglish

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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