Client Analyst II

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.

Customer focus and dedication to meeting clients needs

The salary range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by multiple factors which can include but are not limited to a candidate’s experience, qualifications, skills, and location. Your recruiter can share more about the specific salary for your location during the hiring process. Ranges may be modified in the future.

This role is also eligible for an annual performance-based incentive opportunity.  Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more.

#LI-Remote

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.

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.

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.

Manages diverse portfolio of ABL/Factoring with multiple collaterals.

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.

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