Collateral Analyst Hybrid Plano TX

Canon Recruiting Group; Plano (TX); Hybrid; USD 40,000 - 54,000; Full time

Job summary

Canon Recruiting is seeking a detail-oriented Collateral Analyst to support Asset Based Lending loan portfolios. You will analyze Accounts Receivable and Inventory collateral, review loan documentation, identify risk, and share findings with internal partners and clients.

Candidates should have strong financial analysis experience, familiarity with reporting and data extraction platforms, and the ability to list their location on their resume.

Qualifications

• Strong Excel skills with formulas and data analysis.
• Experience reviewing loan documents or financial documentation.
• Strong attention to detail, organization, and ability to manage multiple priorities.
• Ability to identify discrepancies, analyze information, and elevate concerns appropriately.
• Experience with financial reporting platforms, data-upload tools, or analytical applications is a plus.

Responsibilities

• Analyze Accounts Receivable and Inventory collateral supporting Asset Based Lending portfolios.
• Determine eligible client collateral in accordance with credit agreement requirements.
• Review client trends related to Accounts Receivable, Accounts Payable, and Inventory levels.
• Review loan documents and client submissions for completeness, accuracy, and required formatting.
• Identify, document, and elevate potential risks found within client loan-support documentation.
• Extract, format, upload, and validate client report data across multiple lending lines of business.
• Coordinate with internal servicing partners to obtain missing or incomplete documentation.
• Partner with servicing teams to ensure accurate data extraction and reporting.
• Create and update formulas within data-extraction tools used to upload client files into analytical applications.
• Clearly communicate analysis, findings, and documentation needs to internal partners and clients.

Skills

Excel

Financial analysis

Loan documents

Attention to detail

Multitasking

Tools

Data extraction tools

Job description

Position: Collateral Analyst
Location: Plano, TX or Charlotte, NC
Schedule: Monday – Friday, 8:00 AM – 5:00 PM EST
Contract Assignment: ASAP Start - 9/27/2027 (Potential Ext or Temp to Perm)

Hybrid — 3 days onsite / 2 days remote. Wednesdays are required onsite.

Pay Rate: $33.65/HR, Paid Weekly

Position Overview:

We are seeking a detail-oriented Collateral Analyst to support Asset Based Lending loan portfolios. This individual will analyze Accounts Receivable and Inventory collateral, review loan documentation, identify potential risk, and communicate findings with internal business partners and clients.

The hiring manager is especially interested in candidates with strong financial analysis experience and familiarity with technology platforms used for reporting, data extraction, and analytical review. Candidates should clearly list their location on their resume.

Key Responsibilities:

• Analyze Accounts Receivable and Inventory collateral supporting Asset Based Lending portfolios.
• Determine eligible client collateral in accordance with credit agreement requirements.
• Review client trends related to Accounts Receivable, Accounts Payable, and Inventory levels.
• Review loan documents and client submissions for completeness, accuracy, and required formatting.
• Identify, document, and elevate potential risks found within client loan-support documentation.
• Extract, format, upload, and validate client report data across multiple lending lines of business.
• Coordinate with internal servicing partners to obtain missing or incomplete documentation.
• Partner with servicing teams to ensure accurate data extraction and reporting.
• Create and update formulas within data-extraction tools used to upload client files into analytical applications.
• Clearly communicate analysis, findings, and documentation needs to internal partners and clients.

Required Qualifications:

• Strong Microsoft Excel experience, including formulas and data analysis.
• Experience reviewing loan documents or financial documentation.
• Strong attention to detail, organization, and ability to manage multiple priorities.
• Ability to identify discrepancies, analyze information, and elevate concerns appropriately.

Preferred Qualifications:

• Strong mathematical and analytical skills.
• Accounting or Accounts Receivable/Payable experience.
• Financial analysis, collateral analysis, credit analysis, or lending operations experience.
• Experience working with financial technology platforms, reporting tools, data-upload tools, or analytical applications.

Working Conditions:

• May on occasion be exposed to loud sounds and distracting noise levels, such as from office equipment.
• The ability to lift up to 30 lbs.
• Use of computers and technology.

Here at Canon Recruiting, People are our priority, and we are committed to Include Diversity in every segment of who we are. It is only through our Diversity, we are made a stronger organization, and increase our ability to provide top tier candidates that our clients have come to know Canon for. We have an inclusive environment all employees are celebrated for their unique differences. The different perspectives and experiences of our workforce give us the competitive advantage that is essential for success in an ever-changing market. By promoting inclusion with the same enthusiasm, we devote to quality and competency, and using the experience from a diverse assortment of backgrounds and experiences, Canon is able to improve the services and value we deliver to clients, employees, and customers. At Canon, Diversification and Inclusiveness are much more than a corporate ambition; they are a critical component in our daily corporate life.

Canon Recruiting is committed to a diverse and inclusive workplace. Canon Recruiting is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected state. The pay range for this position is listed above. Base pay information is based on market location. We will consider for employment qualified applicants with arrest and conviction records. Our range of benefits may include health care and 401(k) savings plans. For individuals with disabilities who would like to request an accommodation, please email [e-mail]