Collateral Analyst

• Responsible for all aspects of operational and collateral compliance for Working Capital Operations
• Onboard new clients and provide continuous client support
• Analyze Borrowing Base Certificates and supporting documentation
• Calculate ineligibles and analyze client inventory and receivables
• Review client borrowing base collateral and related backup
• Identify customer balancing issues to ensure portfolio compliance and conformity
• Input collateral information accurately into collateral tracking/management systems
• Ensure consistent collateral reporting across the assigned portfolio
• Provide analytics on key collateral trends and communicate findings to stakeholders
• Coordinate with Structuring, Asset Management and Client Experience Teams for efficient loan closing processes
• Collaborate with clients and Account Officers on collateral-related inquiries and reporting procedures
• Ensure timely submission of required information
• Serve as a point of contact for Account Officers and stakeholders regarding operations and administrative issues
• Prepare detailed collateral review reports with trend analysis and insights into borrowers' financial status
• Support standard borrowing base setups for the Working Capital portfolio

• Associate's degree in Business, Accounting or related field or equivalent combination of education and relevant work experience
• Able to work effectively independently as well as in a team environment
• Excellent attention to detail
• Proficiency with Microsoft Office Suite
• English language fluency required
• Preferred 2+ years of experience in asset based lending or related field
• Experience with  (Stucky), Asset Reader, Monarch and AFS Vision preferred
• Knowledge of asset-based lending, ABL, products

Demonstrates expertise in operational and collateral compliance within Working Capital Operations, with strong analytical skills for assessing Borrowing Base Certificates and client financial status. Proficient in client onboarding, support, and collaboration with cross-functional teams to ensure compliance and efficient loan processes.

• Operational Compliance
• Collateral Management
• Asset-Based Lending (ABL)
• Client Support
• Microsoft Office Suite Proficiency

• Borrowing Base Analysis
• Collateral Tracking
• Trend Analysis
• Financial Documentation Review
• Ineligibility Calculation

• Attention to Detail
• Team Collaboration
• Independent Work

• Asset-Based Lending
• Collateral Reporting
• Client Experience
• Loan Closing Processes

• (Stucky)
• Asset Reader
• Monarch
• AFS Vision