Collateral Analyst I: Onboarding & Reporting

Crump Life Insurance Svcs Inc; Winston-Salem (NC); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Job summary

Truist is seeking a collateral operations professional to manage onboarding, collateral analysis, and client communication for the Working Capital portfolio. You will review borrowing base collateral, prepare reports, and coordinate with multiple teams to ensure efficient closing processes for new loans and existing accounts.

The role requires an Associate degree or equivalent and experience with collateral systems; strong MS Office skills and attention to detail are essential.

Qualifications

• 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.

Responsibilities

• Responsible for review of client borrowing base collateral and related backup, and identifying customer balancing issues to ensure compliance and conformity within the portfolio. Includes accurately inputting into collateral tracking/management systems with a high degree of accuracy.
• Ensure proper and consistent collateral reporting is provided across assigned portfolio. Provide thoughtful analytics that factor in key collateral trends and communicate to the appropriate stakeholders.
• Onboards and provides continuous support to clients.
• Coordinate/communicate with Structuring, Asset Management and Client Experience Teams to ensure an efficient and smooth closing process for both new loans and existing portfolio accounts.
• Collaborate with clients and Account Officers to address collateral related inquiries, provide guidance on reporting procedures and ensure timely submission of required information.
• Serve as a single point of contact for Account Officers and other stakeholders for communication of operations and administrative issues.
• Prepare detailed collateral review reports, including trend analysis and insights into the borrower's financial status.
• Supports standard borrowing base setups for Working Capital portfolio.

Skills

Independent work

Teamwork

Attention to detail

MS Office

Education

Associate degree in Business/Accounting

Tools

ABLM.NET

Asset Reader

Monarch

AFS Vision

Job description

Truist is seeking a collateral operations professional to manage onboarding, collateral analysis, and client communication for the Working Capital portfolio. You will review borrowing base collateral, prepare reports, and coordinate with multiple teams to ensure efficient closing processes for new loans and existing accounts.

The role requires an Associate degree or equivalent and experience with collateral systems; strong MS Office skills and attention to detail are essential.