Credit Services Rep II

Job Description:

Enterprise Role 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.

LOB Job Description

• Asset based operations team member responsible for quality assurance (QA)
• QA data elements for booking of facility closings to system of record (new fundings, restructures and amendments for sole and multiple lender deals)
• Review legal documentation and credit approvals
• QA data elements for ongoing maintenance of facility and manual money movement in systems of record
• QA review of borrowing base certificate, ineligible, reserve, tranche, fee and pricing updates
• Track and follow up on errors and issues discovered by QA process
• Partner with fulfillment and service teams as well as operational risk leads

Required Skills:

• Manage multiple priorities
• Problem solving and analytical thinking
• Work independently
• Accountable, takes ownership
• Excellent written and verbal communication skills
• Willing to learn and adapt to change
• Working knowledge of Windows and Microsoft Office
• Asset Based Lending experience
• Commercial credit fulfillment, servicing, operations or lending experience

Shift:
1st shift (United States of America)

Hours Per Week:
40

Client-provided location(s): Charlotte, NC, Plano, TX

Job ID: Merrill-JR-25037124

Employment Type: FULL_TIME

Posted: 2025-09-27T18:48:14