Collateral Analyst I

Jobtailor; Winston-Salem (NC); On-site; USD 55,000 - 75,000; Full time

Job summary

Jobtailor is seeking a detail-oriented Operations Analyst to oversee collateral compliance for the Working Capital portfolio. You will onboard new clients, analyze Borrowing Base Certificates, and ensure accurate collateral data entry.

Responsibilities include assessing ineligibilities, reviewing collateral backups, and delivering portfolio-wide reports with trend insights. Collaboration with Structuring, Asset Management and Client Experience teams is essential to ensure smooth loan closings.

Qualifications

• Associate's degree or equivalent in business/accounting or related field.
• Detail-oriented, able to work independently or in a team.
• Proficient in Microsoft Office; English fluency required.
• 2+ years in asset-based lending or related field preferred.
• Experience with ABLM.NET, Asset Reader, Monarch or AFS Vision preferred.

Responsibilities

• Onboard new clients and provide ongoing support for Working Capital Operations.
• Analyze Borrowing Base Certificates and supporting documentation.
• Calculate ineligibles and analyze client inventory and receivables.
• Review collateral and related backup for borrowing bases.
• Input collateral data into collateral tracking/management systems.
• Provide collateral reporting across the portfolio and trend insights.
• Coordinate with Structuring, Asset Management and Client Experience teams for loan closings.
• Respond to collateral inquiries and reporting procedures with clients and Account Officers.
• Prepare detailed collateral review reports with insights on borrowers' financial status.

Skills

Borrowing Base Analysis

Collateral Tracking

Trend Analysis

Financial Documentation Review

Ineligibility Calculation

Education

Associate's degree in Business, Accounting or related field

Tools

ABLM.NET (Stucky)

Asset Reader

Monarch

AFS Vision

Job description

• 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

Requirements

• 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 ABLM.NET (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.

Highest-signal resume keywords

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

Hard Skills

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

Soft Skills

• Attention to Detail
• Team Collaboration
• Independent Work

Industry Keywords

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

Tools & Technologies

• ABLM.NET (Stucky)
• Asset Reader
• Monarch
• AFS Vision