Client Analyst II

Remotemid

OtherAnalyst

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Quick Summary

Key Responsibilities

Maintain a portfolio of accounts including preventing operational risk rating downgrades, reconciling and funding accounts and performing collection activities.

Requirements Summary

Bachelor's degree or equivalent education and work exper

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OtherAnalyst

We are a hybrid, remote-office company dedicated to growing our talent anywhere!

We have onsite locations in: Sioux Falls, SD, Scottsdale, AZ, Louisville, KY, Troy, MI, Franklin, TN, Easton, PA.

At Pathward, we take tremendous pride in our purpose to create financial inclusion for all™. We are a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. We strive to remove barriers that traditional institutions put in the way of financial access, and promote economic mobility by providing responsible, secure, high quality financial products.

We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger and well-positioned for success. We celebrate, and embrace, our team members through our *HUMBLE*HUNGRY*SMART approach, and we believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.

About the Role

~1 min read

Manage a portfolio of accounts by assisting clients with funding requests and servicing issues, including enforcing Loan Agreements/Purchase Agreements, Standard Operating Procedures, and Credit Policies.

Responsibilities

~2 min read

→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.

→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

The responsibilities listed above are not all inclusive and may be changed at any time.

Salary range: $60,000 – $100,500

Our commitment to inclusion is woven into our DNA. We believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.

We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, transgender status, pregnancy, national origin, age (age 40 and over), disability, genetic information, marital status, hair texture or hairstyle, ancestry, service in the uniformed services, protected veteran status, status as a victim of domestic violence or any other class protected by federal, state and local laws.

Please click here to learn more about our benefits and review information about our Privacy Policy, Affirmative Action Plan and other notices. Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. For assistance completing an application, please contact a Pathward People & Culture Representative by emailing – careers@pathward.com

Please click here to view Pathward's Applicant Privacy Notice.

Applications will be accepted for a minimum of 3 days after posting, and there is no predetermined date by which applications should be submitted.

Requirements

~1 min read

We encourage you to be cautious of hiring scams that impersonate Pathward. Copy and paste the following URL into your browser to learn more: https://www.pathward.com/about-us/people-culture/careers/