Note: The job is a remote job and is open to candidates in USA. Pathward is a financial empowerment company dedicated to creating financial inclusion for all. The Client Analyst II role involves managing a portfolio of accounts, assisting clients with funding requests and servicing issues, and ensuring compliance with company and regulatory policies.
Responsibilities
- 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 in efforts to make the best credit decisions possible
- 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 to identify and mitigate potential risks to the bank
- 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
Skills
- Bachelor's degree or equivalent education and work experience
- 3+ years relevant experience
- Detail oriented
- Functional/technical skills
- Communication skills
- Self starter
- Assertiveness
- Analytical and instinctive
- Teamwork - willingness to assist team members
- Customer focus and dedication to meeting clients needs
- Self-starter
Benefits
- Annual performance-based incentive opportunity
- Health insurance
- 401(k) retirement benefits
- Life insurance
- Disability benefits
- Paid time off
- Comprehensive benefits package for eligible employees
Company Overview