Collateral Analyst II: Data-Driven Asset-Based Lending

Truist; Greensboro (NC); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401k plan with company match

Vacation, sick days and paid holidays

Job summary

Truist is seeking an Operations Compliance Professional for Working Capital Operations to oversee collateral analysis, onboarding of new clients, and Borrowing Base Certificate review, ensuring accuracy in collateral tracking systems. You will input data with high accuracy and provide insightful analytics for stakeholders.

The role requires coordinating with Structuring, Asset Management and Client Experience teams to ensure efficient closing processes for new loans and existing portfolios, plus

Qualifications

• Bachelor’s degree or equivalent combination of education and relevant work experience.
• 4+ years of experience in asset based lending or related field.
• Able to work effectively independently as well as in a team environment.
• Excellent attention to detail with a proven track record of accuracy.
• Strong organizational skills with ability to multitask and prioritize deadlines.
• Strong Proficiency with Microsoft Office Suite.

Responsibilities

• Review client borrowing base collateral and backup, and identify balancing issues to ensure compliance within the portfolio.
• Ensure proper and consistent collateral reporting across the portfolio with analytics.
• Onboard and provide continuous support to clients.
• Coordinate with Structuring, Asset Management and Client Experience Teams to ensure efficient closing processes for new loans and portfolio accounts.
• Collaborate with clients and Account Officers to address collateral inquiries and reporting procedures.
• Serve as single point of contact for Account Officers and stakeholders for operations and administrative issues.
• Prepare detailed collateral review reports, including trend analysis and insights into the borrower's financial status.
• Support moderate complexity borrowing base setups across the Working Capital portfolio.
• Review loan documentation and perform audits after loan closing.

Skills

Attention to detail

Organizational skills

Microsoft Office Suite

Independent and team work

Education

Bachelor’s degree in Business, Accounting or related field or equivalent combination of education and relevant work experience

Tools

ABLM.NET (Stucky)

Asset Reader

Monarch

AFS Vision

Job description

Truist is seeking an Operations Compliance Professional for Working Capital Operations to oversee collateral analysis, onboarding of new clients, and Borrowing Base Certificate review, ensuring accuracy in collateral tracking systems. You will input data with high accuracy and provide insightful analytics for stakeholders.

The role requires coordinating with Structuring, Asset Management and Client Experience teams to ensure efficient closing processes for new loans and existing portfolios, plus