Job Description:
Less experienced than the Credit Services Representative III. Handles moderately complex customer problems and issues for assigned accounts. Requires a minimum amount of day-to-day supervision. Is able to handle detailed instructions under pressure and a relatively high volume of credits. Has a well-developed expertise/knowledge, but not yet considered to be the "expert" for the assigned area. Has a good working knowledge of the various credit-related products and a good understanding of loan/credit documentation. Takes initiative to work through issues. Is able to perform well in a cross-functional team environment. Typically requires at least 4 to 6 years of experience.
Job Description and Responsibilities / Additional Information:
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- Customer service representative responsible for a dedicated portfolio of asset based loan facilities.
- Process, analyze and evaluate daily client activity, monitor the receipt of client reports, review the content for irregularities and/or discrepancies and follow up with the client and Loan Officer.
- Reconcile client Accounts Receivable agings, perform ineligible calculations for Accounts Receivable and Inventory collateral accurately, timely and in compliance with Loan Servicing Standards.
- Process loan and collateral transactions
- Monitor Libor loans.
- Reconcile Letter of Credit Information with detail.
- Reconcile interest and fees with maturity and due dates.
- Prepare/verify Participation principal, interest and fee settlements.
- Review loan documentation
- Perform assigned functions/tasks within the team
Required Skills:
- Customer Focus
- Analytical, Conceptual Thinking
- Information Seeking (goes beyond questions that are routine or required in the job)
- Ability to identify and escalate risk
- Accountable, Takes Ownership
- Highly Accurate
- Quick learner with aptitude and ability to adjust to a dynamic technological environment
- Excellent Communicator both oral and written
- Excellent Organization
- Excellent Time Management
- Working knowledge of Microsoft Office
Desired Skills:
- Asset Based Lending experience
- Commercial credit fulfillment, servicing, operations or lending experience
- Four (4) year College Degree (college level accounting courses) or 3 to 4 years related experience, or equivalent.
Shift:
1st shift (United States of America)
Hours Per Week:
40