Client Analyst II

This is a fully remote position, open to applicants in Arizona, +5 more states.

📋 Description

• Oversee a portfolio of accounts by aiding clients with funding requests and addressing service-related issues.

• Manage a portfolio of accounts, which includes preventing operational risk rating downgrades, reconciling and funding accounts, and conducting collection activities.

• Track the performance of loan collateral and assist Account Executives in detailing collateral performance.

• Identify potential issues, evaluate risks, and propose solutions or findings to the relevant representatives.

• Deliver exceptional customer service to clients, prospects, account debtors, vendors, and all internal stakeholders.

• Ensure adherence to all company policies and regulatory guidelines.

• Handle funding requests, purchase batches, borrowing certificates, and client inquiries.

• Fulfill all regular and ad hoc reporting requirements.

• Identify and analyze positive or negative trends on a per-client basis.

• Resolve any debtor issues or concerns with clients to secure collateral.

• Balance the needs of both the Company and Clients effectively; make timely decisions.

• Manage a varied portfolio of ABL/Factoring involving multiple collateral types.

• Perform other duties as assigned.

⛳️ Requirements

• Bachelor's degree or equivalent combination of education and work experience.

• A minimum of 3 years of relevant experience.

• Strong attention to detail.

• Proficient functional and technical skills.

• Self-motivated individual.

• Assertive disposition.

• Strong analytical and instinctive capabilities.

• Team-oriented with a willingness to support colleagues.

• Commitment to customer focus and dedication to fulfilling client needs.

🏝️ Benefits

• Health insurance

• 401(k) retirement benefits

• Life insurance

• Disability benefits

• Paid time off

• Annual performance-based incentive opportunity