Collateral Analytics Specialist — Hybrid 12‑Month Contract

Creative Solutions Services, LLC; Charlotte (NC); Hybrid; USD 2,821,000 - 3,276,000; Full time

Job summary

Creative Solutions Services, LLC in Charlotte, NC is seeking a Collateral Analyst to support Asset Based Lending loan portfolios by analyzing Accounts Receivable and Inventory data. You will review collateral, financial documentation, and risk items while coordinating with internal teams to ensure complete loan support information.

The role requires advanced Excel skills, careful attention to detail, and experience with loan documentation and financial analysis.

Qualifications

• Proficient in Excel with formulas and data manipulation.
• Experience reviewing loan documentation and supporting financial records.
• Strong attention to detail and accuracy in data.
• Ability to analyze financial data and communicate findings clearly.

Responsibilities

• Determine eligible client collateral per Credit Agreements.
• Analyze AR/AP/Inventory trends and assess risks.
• Review loan support docs for accuracy and compliance.
• Identify risk items in collateral data and documentation.
• Extract, format, and upload client report data across lending lines.

Skills

Microsoft Excel

Loan documentation

Attention to detail

Financial data analysis

Mathematical skills

Accounting principles

Collateral analysis

Data extraction tools

Accounts Receivable/Payable/Inventory

Tools

Analytical platforms

Job description

Creative Solutions Services, LLC in Charlotte, NC is seeking a Collateral Analyst to support Asset Based Lending loan portfolios by analyzing Accounts Receivable and Inventory data. You will review collateral, financial documentation, and risk items while coordinating with internal teams to ensure complete loan support information.

The role requires advanced Excel skills, careful attention to detail, and experience with loan documentation and financial analysis.