Client Analyst II

Job not on LinkedIn

🔥 8 minutes ago

🌵 Arizona, Kentucky, +4 more states – Remote

🌵 Arizona – Remote 🐎 Kentucky – Remote 🚗 Michigan – Remote 🔔 Pennsylvania – Remote 🗿 South Dakota – Remote 🎸 Tennessee – Remote

💵 $60k - $100.5k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧐 Analyst

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Pathward

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🛡️ Insurance

💼 Consulting

📦 Logistics

Insurance • Consulting • Logistics

Pathward is a federally registered financial institution that provides robust banking infrastructure, proven technology resource partners, and dynamic collaboration to assist third-party partners in delivering banking programs that meet customer demands. The company focuses on providing a variety of financial solutions including issuing, acquiring, digital payments, credit solutions, and professional tax solutions, among others. Additionally, Pathward supports commercial finance through working capital, equipment finance, structured finance, and insurance premium finance. Committed to financial inclusion, Pathward powers financial access and innovation through strategic partnerships, including efforts to support renewable energy loan growth.

📋 Description

• 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.

🎯 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