FINANCIAL COLLATERAL ANALYST

Location: 7105 Corporate Dr, Plano, TX 75024
Schedule: Monday - Friday, 8:00 AM - 5:00 PM
Pay Rate: $33.64/hour on W2 (paid weekly)
Start Date: ASAP, pending successful completion of onboarding.
Employment Type: Initial 12-month contract
Contract Extension or Conversion to FTE: Based on performance, attendance, and business needs

OVERVIEW

We are seeking a Financial Collateral Analyst to support our Asset-Based Lending loan portfolios. This is an excellent opportunity for a detail-oriented professional with strong analytical and financial skills. In this role, you will be responsible for analyzing client collateral and financial data, ensuring compliance with credit agreements, and identifying potential risks.

Key Responsibilities

• Conduct comprehensive Accounts Receivable and Inventory analysis to determine eligible client collateral.
• Review and understand client financial trends related to collateral levels.
• Identify and escalate potential risks found in client loan support documentation.
• Effectively communicate analysis findings to internal business partners and clients.
• Extract, format, and upload client report data for various lending lines of business.
• Review client file submissions to ensure they are complete and meet all formatting requirements.
• Coordinate with internal partners to gather any missing or incomplete documentation.
• Collaborate with internal teams to ensure accurate data extraction.
• Create and update formulas within data extraction tools.

Qualifications

Required:

• Demonstrated experience with Microsoft Excel.
• Experience with Load Doc Review.
• Proven analysis experience, preferably in the financial sector with a focus on Asset-Based Lending.

Preferred:

• Strong mathematical skills.
• Experience in accounting.
• Proficiency with various financial analysis technology platforms.
• Superior written and verbal communication skills.

TM

• Conduct comprehensive Accounts Receivable and Inventory analysis to determine eligible client collateral.
• Review and understand client financial trends related to collateral levels.
• Identify and escalate potential risks found in client loan support documentation.
• Effectively communicate analysis findings to internal business partners and clients.
• Extract, format, and upload client report data for various lending lines of business.
• Review client file submissions to ensure they are complete and meet all formatting requirements.
• Coordinate with internal partners to gather any missing or incomplete documentation.
• Collaborate with internal teams to ensure accurate data extraction.
• Create and update formulas within data extraction tools