Client Analyst II Pathward · $60k – $101k Middle 2h ago

Remote Genie; United States; Hybrid; USD 60,000 - 100,500; Full time

Benefits offered by this job

Health insurance

401(k) retirement benefits

Life insurance

Disability benefits

Paid time off

Job summary

Pathward is seeking a remote-friendly Customer Service professional to manage a portfolio of accounts and assist clients with funding requests and servicing issues. The role emphasizes debt collection, compliance, and reporting while supporting Account Executives to make informed credit decisions.

Qualified candidates will have a bachelor’s degree (or equivalent), 3+ years of relevant experience, and a strong focus on service, detail, and teamwork.

Qualifications

• Bachelor’s degree or equivalent education and work experience.
• 3+ years of relevant experience.
• Detail oriented.
• Functional/technical skills.
• Analytical and instinctive.
• Teamwork and collaboration.
• Customer-focused with strong communication.

Responsibilities

• Maintain a portfolio of accounts including preventing operational risk rating downgrades, reconciling and funding accounts and performing collection activities.
• Monitor collateral performance and assist Account Executives to inform credit decisions.
• Identify red flags, assess risk, and recommend solutions.
• Maintain outstanding customer service to clients, prospects and internal stakeholders.
• Ensure compliance with company and regulatory policies.
• Process funding requests, purchase batches, borrowing certs, and client requests.
• Provide regular and ad hoc reporting.
• Analyze trends on a client-by-client basis to mitigate risks.
• Address debtor issues and secure collateral.
• Balance needs of company and client; make timely decisions.
• Manage a diverse portfolio of ABL/Factoring with multiple collaterals.
• Other duties as assigned.

Skills

Detail oriented

Analytical

Teamwork

Customer focus

3+ years relevant experience

Education

Bachelor's degree or equivalent

Job description

Remote Middle Customer Service 2d ago $60k – $101k

About this role

We are a hybrid, remote-office company dedicated to growing our talent anywhere!

We have onsite locations in: Sioux Falls, SD, Scottsdale, AZ, Louisville, KY, Troy, MI, Franklin, TN, Easton, PA.

At Pathward, we take tremendous pride in our purpose to create financial inclusion for all™.We area financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. We strive to remove barriers that traditional institutions put in the way of financial access, and promote economic mobility by providing responsible, secure, high quality financial products.

We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger and well-positioned for success. We celebrate, and embrace, our team members through our*HUMBLE*HUNGRY*SMARTapproach, and we believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.

About the Role:

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.

What You Will Do:

• 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.
• Identify red flags, assess risk, and recommend solutions/findings to the appropriate representatives.
• 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.
• Provide all regular and ad hoc reporting requirements.
• 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.
• Effectively balance the needs of the Company and the Client; make timely decisions.
• Manages diverse portfolio of ABL/Factoring with multiple collaterals.
• Other duties as assigned.

What You Will Need:

• Bachelor’s degree or equivalent education and work experience.
• 3+ years relevant experience.
• Detail oriented
• Functional/technical skills
• Analytical and instinctive
• Teamwork - willingness to assist team members
• Customer focus and dedication to meeting clients needs

The responsibilities listed above are not all inclusive and may be changed at any time.

Salary range: $60,000 – $100,500

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.

Don’t have everything listed under qualifications? If you’re excited about this role but your experiences don’t match exactly to everything in the posting, we encourage you to apply anyway. You may be just the right candidate for this or other Pathward roles. Pathward is an equal employment opportunity employer and considers candidates for roles without regard to their race, sex, national origin, ethnicity, age, disability or any other category protected by law.

Who we are:

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.

Pleaseclick here to learn more about our benefits and review information about our Privacy Policy, Affiliation ... etc.

Please click here to view Pathward’s Applicant Privacy Notice.

Applications will be accepted for a minimum of 3 days after posting, and there is no predetermined date by which applications should be submitted.

Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights.

Candidate Scam Warning