Collateral Analyst Resume Samples
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Collateral Analyst Resume Samples
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MP
M Paucek
Monica
Paucek
47098 Maud Hollow
Detroit
MI
+1 (555) 319 4733
47098 Maud Hollow
Detroit
MI
Phone
p
+1 (555) 319 4733
Experience
Experience
Phoenix, AZ
Collateral Analyst
Phoenix, AZ
Gottlieb, Hayes and Kunze
Phoenix, AZ
Collateral Analyst
- Credit or Collateral Analyst from either asset based lending, invoice discounting, factoring
- Assists with developing and maintaining training materials
- Identifies and creates exception tracking items in collateral tracking system for collateral reporting deficiencies and discrepancies
- Assists lending staff with exception questions and in resolving outstanding exception items
- On-going training with current staff
- Ensures transactions documents are in the proper order before sending folders to Imaging. Ensures Title Analyst receives title-related transactions for review
- Review pending ISDA Credit Support Annexes to ensure credit terms are compliant to existing policies and procedures
Phoenix, AZ
ABL Collateral Analyst
Phoenix, AZ
Watsica-Klein
Phoenix, AZ
ABL Collateral Analyst
- Work with Treasury Management to ensure proper setup and servicing of cash collateral, operating and lockbox accounts; monitor DDA’s for suspicious or overdraft activity
- Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions
- Assist in monitoring portfolio risk exposure by identifying and escalating reporting exceptions/suspicious or inconsistent activities to Credit and Operations Managers
- Orders various third party reports timely, such as, collateral audits, and appraisal environmental reports; and develops an adequate knowledge of appraisal and environmental reports and policies
- Work with Credit and Operations Managers to ensure proper documentation of loans as well as recurring documentation including insurance certificates, financial statements, vehicle titles, compliance certificates and tax returns; maintain and distribute Stucky tickler information
- Work with Credit and Operations Manager to ensure proper documentation of loans as well as recurring documentation including insurance certificates, invoices, vehicle titles and compliance certificates; maintain and distribute Stucky tickler information
- Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action
present
New York, NY
Collateral Analyst, Collateral Management
New York, NY
Schaden Group
present
New York, NY
Collateral Analyst, Collateral Management
present
- Develop and manage working relationships with clearing broker back office counterparts
- Review and perform User Acceptance Testing as necessary for relevant work requests and projects prior to production implementation
- Work closely with team members and Technology teams on the successful implementation of a new collateral management system
- Familiarity with MS Office suite, derivative trading platforms, collateral management systems, and third party market data providers
- Propose improvements to current processes that will increase the efficiency and effectiveness of the group
- Update or create new process documents for all tasks relevant to the position and maintain internal database of all process documents
- Management of trade lifecycle issues pertaining to settlements of cash and securities
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Boston University
Bachelor’s Degree in Accounting
Skills
Skills
- Demonstrates strong computer skills; with excellent proficiency in creating and analyzing spreadsheets
- Strong attention to detail
- Demonstrated ability to effectively manage numerous tasks with strong organizational and prioritization skills
- Demonstrated ability to develop and maintain good interpersonal relationships, working effectively with others inside and outside of the company
- Demonstrated knowledge of and ability to apply math computation skills
- Demonstrated knowledge of MS Office products, including the ability to prepare and maintain spreadsheets
- Demonstrates excellent written and verbal communication skills, with particular ease in communicating with professionals at all levels of business
- Good Microsoft Office Skills with an emphasis on excel knowledge
- A strong appreciation for customers, and a passion to deliver an excellent service
- Strong attention to detail in order to complete work accurately
15 Collateral Analyst resume templates
Read our complete resume writing guides
1
Senior Collateral Analyst Resume Examples & Samples
- Bachelor’s in accounting or related equivalent experience
- 3-7 years of collateral experience
- Strong computer skills and knowledge of Microsoft Office
2
Asset Based Lending Collateral Analyst Resume Examples & Samples
- Review client reporting to ensure adherence with monitoring instructions
- Communicate with and provide assistance to internal and external clients
- Develop sound working knowledge of Asset Based Lending business system software applications
- Review and verify that data integrity is maintained across various bank databases and systems
- Cross training on various functions within the Asset Based Lending department
- Consult management on suggestions to process improvements
- Bachelor's degree in accounting, business or equivalent education and related training
- One year of experience in banking industry or related work experience
- Understanding of financial and accounting principles
- Master's degree in finance, accounting or economics
- High degree of quantitative analysis skills
- Commercial finance, asset based lending, or commercial credit analyst experience (or equivalent) or demonstrated high level performance in existing commercial finance role
3
Collateral Analyst Resume Examples & Samples
- Knowledge of accounts receivable and inventory as collateral as a secondary resource of payment
- Knowledge with cash management, other banking products and loan systems and related services
- Strong Analytical ability
4
Collateral Analyst Resume Examples & Samples
- Monitor accounts receivable, accounts payable, and inventory report
- Calculate monthly accounts receivable and inventory ineligibles
- Input daily sales, collections, adjustments from the collateral report on the Stucky System
- Review supporting documents received from the customer
- Fund and set up new loans on the Stucky System; coordinate with the Premier loan system
- Process and initiate wire transfers
- Process, analyze and evaluate client’s activity
- Establish and maintain Stucky tickler files
- Process verifications either over the telephone or through written communication
- Reconcile bank statements
- Reconcile Stucky Loans with Premier Loans on daily and monthly basis
- Process End of Month on Stucky
- Monitor prime and LIBOR loans and reconcile interest and fees
- Monitor the update of compliance and financial requirements of the portfolio
5
Business Capital Collateral Analyst Resume Examples & Samples
- Manage the document review/exceptions process
- Work with relationship managers to ensure that reporting meets requirements of loan documents and ensures that collateral is in place to minimize risk
- Use complex mathematical formulas to analyze the level and quality of collateral and alerts relationship managers of pertinent trends affecting the value of the portfolio
- Input collateral information into the specialized Asset Based Lending Manager system to determine daily collateral position and borrowing availability
6
Derivatives Valuations & Collateral Analyst Resume Examples & Samples
- Identification and investigation of collateral disputes
- Investigation of valuation issues, liaison with the Quant group and management of resolution
- Liaison with the outsource Operations team to ensure excellent levels of service. This will include teams such as Trade Capture, Collateral, Confirmations and Cash Reconciliations
- Ensure compliance with EMIR and other regulatory requirements
- Client on-boarding and transitions
- Production of reports from various systems - scheduled and ad hoc
- Cash / Overdraft management
- Ad hoc trade lifecycle queries
- Experience of derivatives, including but not limited to IRS, Inflation products, CDS, Equity Swaps and Options- ideally gained within an Investment Bank or top tier Investment Manager as you will be expected to liaise with traders/portfolio managers/quant teams at a high level
- Strong Understanding of OTC derivative pricing - to include but not be limited to IRS, Inflation, Options and other Fixed Income derivatives
- Knowledge of derivative lifecycle events and their downstream impacts - including Novations, Corporate Actions & Credit Events
- Understanding of OTC Collateral Management including impact of CSA terms
- Experience with EMIR regulatory change including Central Clearing & trade reporting
- Experience with MarkitServ, DTCC and TriResolve
- Understanding of cash / treasury management
- Experience with Exchange Traded derivatives
- Strong and enthusiastic team player with excellent communication skills
- Excellent organisational skills, proven ability to multi task and prioritise
- Ability to work to tight and fixed deadlines
- Excellent MS Excel knowledge
- Demonstrable ability to improve and streamline existing processes
- Proactive and flexible approach
7
Prime Services Collateral Analyst Resume Examples & Samples
- The accurate calculation and reporting of collateral requirements to clients
- Executing cash/noncash collateral pledges, returns, and substitutions in accordance with securities lending agreements
- Mitigate UBS’s counterparty risk via proactive exposure management, client/risk reporting, break resolution, and following escalation procedures
- Collaborate with trading desks to improve optimization/utilization of collateral and reduce balance sheet charges and support ad-hoc requests
8
Collateral Analyst Resume Examples & Samples
- Ensures a secured portfolio through determining the appropriate steps necessary to perfect our security interest including reviewing credit conditions, filing timely and accurate UCCs/PPSAs, evaluating PMSI eligibility and determining the need for lien searches and subordinations
- Analyzes transaction documents for delivery/commencement dates, driver’s licenses and state/province and equipment-specific requirements and files UCCs/PPSAs accordingly in an accurate and timely manner ensuring PMSI
- Collaborates with Document Analysts, dealers and Territory Managers to ensure PMSI is met
- Ensures Collateral Services-related credit conditions are met and that accurate collateral information is filed. Ensures proper verbiage is used on all filings. Resolves filing rejections with vendor
- Provides training and guidance to current and new employees on Collateral Services-related issues and assists in the development of new routines, procedures, processing times and standards of performance to ensure company collateral assets are secured
- Ensures lien searches are ordered and reviewed in a timely manner. Interprets these searches and determines which subordinations are needed, if any. Creates subordinations, follows up in a timely manner, and involves the Collateral Services Manager when necessary. Ensures all information is entered into SalesForce
- Reviews Transmission, B2B Untimely and SalesForce Search/Sub reports daily and updates data in systems. Runs PMSI, Outside-of-PMSI, InPrep, and SalesForce Search/Sub Accuracy reports weekly, analyzes data and reports findings to the Collateral Services Manager. Follows up on any outstanding items
- Obtains a clear understanding of UCC/PPSA laws and regulations as they pertain to filings
- Creates a positive customer experience for all customers on a daily basis
- Reviews and researches various internal reports and ensures corrections are made in systems
- Participates in and contributes to various meetings inside and outside of the departments
- Runs and reviews various continuation reports, working with Special Accounts when needed, and analyzes filings to determine which course of action to take and doing so in a timely manner. Ensures documentation is updated in systems
- Ensures transactions documents are in the proper order before sending folders to Imaging. Ensures Title Analyst receives title-related transactions for review
- Ensures all PMSI letters received from other lenders are imaged
- Assists with developing and maintaining training materials
- Takes a lead role on special projects, when needed, with minimal supervision
- Demonstrated knowledge of and ability to apply math computation skills
- Demonstrated ability to effectively manage numerous tasks with strong organizational and prioritization skills
- Demonstrated computer skills, including the ability to effectively type for up to 75% of the day
- Demonstrated knowledge of MS Office products, including the ability to prepare and maintain spreadsheets
- Demonstrated knowledge of InfoLease, FinancExpress, CT Lien Solutions, DocExpress, Registries Online, and SalesForce
- Demonstrated knowledge of CFSC/CFSL and Caterpillar dealer processes
- Demonstrated ability to work independently for extended periods of time
- Demonstrated ability to maintain a high level of accuracy
- Working knowledge of and the ability to apply laws related to the Revised Article 9 of the Uniform Commercial Code to ensure complete compliance of filings
- Demonstrated knowledge of finance/leasing products, policies and procedures
- Demonstrated ability to concentrate on results while being flexible to achieve goals
- Possess a sense of urgency and willingness to be accountable for one’s work product
- Demonstrated ability to strive for quality as well as timeliness, maintaining perspective as to the outcome of the decisions
- Demonstrated ability to perform general office tasks
9
Collateral Analyst Resume Examples & Samples
- Have a general understanding of securities marketspaymentssettlements
- Be able to work independently and able to deliver under time constraints
- Effective Team player
- PC literate
10
Collateral Analyst Resume Examples & Samples
- Analyze customer requests related to a portfolio of leases to assess impact to credit quality, including lease assignments, changes of control, collateral substitution and collateral relocation
- Develop and execute process improvement projects, financial models and projections, and project evaluation analysis initiatives
- Maintain deal management information systems
- Bachelor’s Degree with 2+ years experience in financial services, underwriting, portfolio management, or commercial lending
- Experience with commercial loans and leases
- Experience with Microsoft Office suite: Word, Excel, Outlook, and PowerPoint
11
Collateral Analyst Resume Examples & Samples
- 5+ years of experience at another Fund or Broker
- Broad experience across all Financing Products
- Familiar with Equity and Credit Derivatives, Futures, Options, Repo, and Equity Finance
- Previous Collateral Management and Margin experience
- Previous experience in a Treasury capacity
12
Senior Collateral Analyst Resume Examples & Samples
- As this desk is that of a Subject Matter Expert, the person will be required to support projects and implement solutions to business related issues
- He/she will be responsible for the domestic control and accounting of collateral contained in ISDA, GMRA and other agreements. This includes reviewing accounting and exception reports generated by Sentry and also reporting information to internal clients; Risk Management, Finance, GBM and other internal divisions/affiliates of The Bank of Nova Scotia
- He/she will be required to have some familiarity with ISDA and in particular, collateral management agreements
- The person will be required to undertake the daily monitoring of collateral demands, bond processing, recoupon/closeout events and reviewing audit/management reports to be submitted to Senior Management
- He/she will be required to liaise with the Repo Desk and Security Operations to settle different types of securities including Gov't Treasuries, Equities, Corporate Bonds, across different exchanges including CDS, FED, EuroClear, and Crest.Some knowledge and experience would be beneficial
- Process Improvements and solutions implementation
- Strong analytical, technical and organizational skills
- Demonstrated knowledge of analytical problem solving
- Sound communication and interpersonal skills
- Good oral; written communication skills and presentation skills
- Works well independently in a team environment
13
Collateral Analyst Resume Examples & Samples
- Written and verbal communication with clients, relationship managers and other team members on a daily basis
- Determine clients' borrowing base availability, taking into account available collateral including accounts receivables, inventory, real estate and plant and machinery
- Review of information submitted by clients and reporting on trends in funded assets
- Preparation of monthly reports and participation in portfolio meetings
- On-going financial analysis, together with participation in credit modification requests and refinancing
- Credit risk ratings related to the financial performance and the collateral security
- Initial set up of client borrowing bases and training of clients staff
- Credit or Collateral Analyst from either asset based lending, invoice discounting, factoring
- Have an understanding of the industry with a real interest to learn much more
- Possess excellent mathematical and written communication skills
- Be capable of managing their own time and workload efficiently
- Have strong interpersonal skills and the ability to communicate effectively with clients and colleagues alike
- Possess the ability to digest a range of information into succinct reports
14
Collateral Analyst Resume Examples & Samples
- Reviews and analyzes BBC and supporting documentation for accuracy and completeness; updates collateral information on collateral monitoring system; reconciles collateral, loan, unapplied cash and excess availability between the collateral monitoring system and BBC; identifies and resolves outstanding items
- Reviews collection received in the Cash Collateral Account and ensures accurate application on the collateral monitoring system; monitors daily borrowing availability and processes advance requests of customers; ensures all appropriate authorizations/approvals are obtained in accordance with policies and controls
- Analyzes accounts receivable and inventory reports of customers and calculates ineligible collateral; reviews and incorporates audit findings relevant to the assigned portfolio
- Reviews and processes interest and fee invoice; performs settlement with syndicate members; follows-up and resolves past due interest and reporting delinquencies, if any
- Serves as backup for other Collateral Analysts; maintains up-to-date and well organized documentation and files
- Develops and maintains solid working relationship with clients and R/Ms and provides exceptional customer service; ensures operational excellence by maintaining accuracy, internal control, compliance, communication and teamwork
- Keeps knowledge current on operational procedures, systems and controls
- 20140905
15
Collateral Analyst Collateral Management Group Resume Examples & Samples
- The incumbent will be responsible for the domestic control and accounting of collateral contained in ISDA, GMRA and other agreements. This includes reviewing accounting and exception reports generated by Sentry and also reporting information to internal clients; Risk Management, Finance, Scotia Capital Markets and other internal divisions/affiliates of The Bank of Nova Scotia
- He/she will assist in developing accounting processing systems for collateral management
- The incumbent will be required to have some familiarity with ISDA and in particular, collateral management
- The person will be required to make manual modifications for some components of the collateral process
- The person will be required to liase with the Repo Desk and Security Operations to settle different types of securities including Gov't Treasuries, Equities, Corporate Bonds, across different exchanges including CDS, FED, EuroClear, and Crest
16
Collateral Analyst Resume Examples & Samples
- Perform pre-margin call checks on trade and collateral data related to mtm and portfolio variances, price variance and collateral balance variance checks
- Work closely with our offshore team regarding collateral balance reconciliations and other exception based reporting
- Review of portfolio valuations for accuracy and notification to clients and internal relationship managers
- Review pending ISDA Credit Support Annexes to ensure credit terms are compliant to existing policies and procedures
- Follow up on the issuance of Client Valuation statements as well as answering any queries related to the statements
- Work closely with various middle office and other operational teams as well as Product Control regarding unmatched trades and mtm differences related to the portfolio reconciliation process
- Initiate root cause analysis to eradicate data issues
- Liaise with HSBC traders, sales, operations and finance personnel as appropriate to verify accuracy of valuations provided, rate sources used, trade bookings & post trade adjustments
- Via the Portfolio Reconciliations process, perform root cause analysis related to mismatched trades, legal entity breaks and mtm differences
- Serve as escalation for the off-shore team regarding Client Valuation Statements; ensure all clients receive daily mtm statements as per DFA regulation and work with front office and various operations teams to address related issues
- Solid understanding of ISDA CSA and other margin related documentation
- In depth knowledge related to the valuation of OTC derivative product
- Knowledge of vanilla equity, bond and derivative instruments and experience in dealing with credit derivative instruments and structured products
- Use of TriOptima reconciliation tool
- Series 99
- Series 7, 63 is a plus
17
Collateral Analyst Resume Examples & Samples
- Demonstrates strong analytical and organizational skills
- Demonstrates strong computer skills; with excellent proficiency in creating and analyzing spreadsheets
- Demonstrates a sense of urgency in meeting customer and business timelines
- Demonstrates excellent written and verbal communication skills, with particular ease in communicating with professionals at all levels of business
- Demonstrates independent decision-making capabilities
18
Junior Collateral Analyst Resume Examples & Samples
- Develop/Maintain reports on collateral curative status for multiple trades, both pending and closed transactions
- Assist with development of collateral tracking system
- Maintain and enhance existing collateral-related systems
- Communicate with an array of internal and external clients
- Document policies and procedures for various areas in the Loan Sale department
- Exceptional organization and communication skills
- Strong understanding of data bases and report and query writing in Access and Excel
- Understanding of basic mortgage collateral documents
- Knowledge of internal systems, including but not limited to, Papervision, CIP, LPS
- Ability to work extended hours from time to time as needed
- College degree preferred, but not required if strong experience in mortgage industry and with database reporting writing
- At least 2 years prior experience in the mortgage industry
- Knowledge of collateral documents and the standard mortgage file is a plus
19
Collateral Analyst Resume Examples & Samples
- Comply with all government regulations: notifications, past due taxes, plate exchange, etc
- Relates and communicate with different functional areas helping to expedite and improve processes
- Can be counted to exceed goals successfully; results oriented; steadyfastly pushes self and others for results
- Is dedicated to meeting the expectations and requirements of both internal and external customers; gets first-hand customer information and uses it for improvements in services; acts with customers in mind, establishing and maintaining effective relationships with customers and government authorities, gaining their trust and respect, in compliance with all internal and external regulations
- Makes decisions in timely manner, sometimes with incomplete information and under tight deadlines and pressure
- Practices attentive and active listening with patience, but also can accurately restate the opinions of other even when there is disagreement
- Know personal strengths, weaknesses, opportunities and limits; seeks feedback without being defensive; gains insight from mistakes
20
Collateral Analyst Resume Examples & Samples
- High school diploma or GED
- Minimum 3 years of experience with warehouse lending operations or mortgage banking equivalent
- Minimum 3 years of experience in a banking or financial institution
- Credit Analyst training program preferred
- Must have knowledge of Mortgage Warehouse Lending business and processes
- Ability to build and maintain positive relationships
- Excellent organizational and follow-up skills with the ability to effectively prioritize
21
Collateral Analyst Resume Examples & Samples
- Bachelor's degree in Accounting, Finance, Business Administration or other related field
- Minimum of 3 years of experience with Microsoft Office, specifically Excel, Word, Asset Reader, Monarch, Stucky and AFS Software systems
- Minimum of 5 years of experience with accounts receivable financing, accounting or internal auditing
22
Collateral Analyst Resume Examples & Samples
- The position is responsible for support in a variety of functions to include but not limited to the following: Develop and produce routine, non-complex standard and ad hoc departmental reports and spreadsheets to include but not limited to project or product strategy analysis, profitability, historical reporting, work flow analysis, statistical analysis, and financial analysis
- Participate in developing system/process enhancement plans
- Research and gather business, process, and/or financial information
- Perform basic ad hoc analyses to support business decisions
- May provide feedback to management regarding results
- Design and implement routine, standard PC-based models to support business decisions
- Develop a solid understanding of the business and its functions, processes and operations
- Keep abreast of business and market trends that may affect business department
- Participate in the planning and implementation of new projects, products, programs, and plans to achieve short and long term business objectives; assist in the coordination of the design and execution of various projects for the promotion and maintenance of the business
- Perform other related assignments/projects as requested by management
- The position requires interaction with both internal and external contacts in order to obtain pertinent information
- The incumbent works independently under general supervision as well as a member of a project team
- The incumbent works under established parameters looking to senior analysts for guidance
- Throughout the Bank to summarize the findings of the field exam in a timely fashion and provide insightful recommendations to improve the Bank’s collateral position
- Bachelors degree in an applicable field (i.e. Business, Accounting, Finance, Statistics) or the equivalent in work experience
- Prior departmental experience
- Familiar with department specific software with a general knowledge of financial models
23
Collateral Analyst Resume Examples & Samples
- Bachelor's degree in Accounting, Finance, Business Administration or other related field
- Minimum of 3 years of experience with Microsoft Office, specifically Excel, Word, Asset Reader, Monarch, Stucky and AFS Software systems
- Minimum of 5 years of experience with accounts receivable financing, accounting or internal auditing
24
Collateral Analyst Resume Examples & Samples
- Knowledge of the Derivatives Market and understands XVA pricing
- Good collaboration skills with internal as well as external stakeholders in the process of CSA negotiations
- Experience working directly on or closely with trading desk
25
Collateral Analyst Resume Examples & Samples
- Working with borrower review and verify collateral as reported in the BBC including; collatteral roll forward from prior BBC, eligible collateral, and advance rates, as per Loan Agreement
- Enter Loan/Collateral information in the Stucky NT/ABL loan/collateral system and prepare Advance Authorization forms
- On a monthly basis provide an in depth review of collateral reporting and loan position including roll forwards and reconciliations of accounts receivable, inventory, cash, and loans
- Assist the client in resolving basic problems; interact with clients and other internal employees to research and solve wire transfer, funding, and other loan issues
- Minimum 2 years of experience in an Asset Based Lending environment or 2-4 years of credit analysis experience in a Commercial/Corporate Banking environment
- Term oriented personality; comfortable with client interaction
- Analytical and problem solving skills necessary to ensure expedited problem resolution
26
Regions Business Capital Collateral Analyst Resume Examples & Samples
- Analyze collateral documents and prepares management reporting for portfolio
- Prepare reports used by senior management for purpose of lending decisions and credit risk review
- Provide collateral and loan information to field audit team
27
Collateral Analyst Resume Examples & Samples
- Reviewing derivative exposures ensuring requirements are correct and clients are called for collateral
- Ensuring controls on collateral management process are monitored and exceptions resolved in a timely manner
- Managing client relationships on a day-to-day basis providing service to hedge funds and financial institutions
- Liaising with risk partners and financing desk on high value/high risk collateral moves
28
Repo & Securities Lending Collateral Analyst Resume Examples & Samples
- Core collateral management tasks
- Repo
- Credit Risk Management
- Sales and Trading
- Control
- Solid attention to detail
- Multi tasking skills / time management
- Min. 2 years of experience in banking industry
- Solid desire to learn
- Control & client service focused
- Front office and sensitive client relationship management
29
Collateral Analyst Resume Examples & Samples
- An awareness of regulations impacting the OTC derivative market
- A strong appreciation for customers, and a passion to deliver an excellent service
- Strong attention to detail in order to complete work accurately
- A great collaborative ethos, and commitment to working together to achieve team goals
- Some relevant product, process and systems knowledge
30
ABL Collateral Analyst Resume Examples & Samples
- Track and review customer prepared reporting; perform required analysis including availability calculation and preparation of advance requests in accordance with ABL policies and controls
- Prepare timely and accurate accounts receivable and ineligible calculations and comparisons
- Reconcile Stucky loan, interest and fee calculations to Bank’s systems
- Prepare and review monthly interest statements; process interest/fee charges for participation loans
- Assist in monitoring portfolio risk exposure by identifying and escalating reporting exceptions/suspicious or inconsistent activities to Credit and Operations Managers
- Prepare, maintain and update Account Servicing Guides
- Review collateral field examinations and implement recommended changes
- Work with Credit and Operations Manager to ensure proper documentation of loans as well as recurring documentation including insurance certificates, invoices, vehicle titles and compliance certificates; maintain and distribute Stucky tickler information
- Work with Treasury Management to ensure proper setup and servicing of cash collateral, operating and lockbox accounts; monitor DDA’s for suspicious or overdraft activity
- Bachelor’s Degree in Business preferred or two years of college plus equivalent experience of 1-4 years of commercial lending experience, preferably asset based lending, in a bank environment
- Experience with the Stucky System or similar collateral monitoring software a plus
- Familiarity with commercial loan and deposit systems
- Understanding of commercial loan documentation
- A high level of initiative, accountability and accuracy in all tasks is required
- Strong customer service skills; ability to deal with internal and external customers
- Strong interpersonal and written and oral communication skills
- Good organizational and multi-tasking skills with the ability to work in a past paced environment
- Proficient in Microsoft Office programs
- Position may require the need to travel to other branch, meeting or customer locations
31
Collateral Analyst, Collateral Management Resume Examples & Samples
- Work closely with Derivative Operations and Treasury to calculate and recommend collateral movements for Cleared OTC and futures accounts, all within the regulatory guidelines set forth by the domestic and international governing bodies
- Work closely with team members and Technology teams on the successful implementation of a new collateral management system
- Process internal ad hoc requests from various groups in a timely and efficient manner
- Develop and manage working relationships with clearing broker back office counterparts
- Review and perform User Acceptance Testing as necessary for relevant work requests and projects prior to production implementation
- Update or create new process documents for all tasks relevant to the position and maintain internal database of all process documents
- Propose improvements to current processes that will increase the efficiency and effectiveness of the group
- Contribute to the gathering of data for quarterly metrics reporting to senior management
- Complete daily, weekly, monthly, quarterly, and year-end reporting duties in a timely manner
- Engage in industry forums and keep abreast of changes to global reform
- Implement new requirements passed down by the CFTC, ESMA, and other regulatory bodies as they pertain to the business
- Contribute to the capacity and depth of Global Derivatives Services in order to respond to the organization’s current and future derivative demands
- Relevant undergraduate education a must, advanced degrees in Business Administration, Finance, Economics and/or designations CFA, FRM, MBA preferred
- Minimum 5 years of investment operations/accounting experience, with at least 3 years of hands-on experience in derivative products, especially the management of collateral on derivatives
- Working knowledge and direct Middle/Back Office experience in, but not limited to, the following
- Management of trade lifecycle issues pertaining to settlements of cash and securities
- International Swap & Derivatives Association (ISDA) documentation and CSA’s
- Custodian/clearing broker operations and associated reconciliations
- Familiarity with MS Office suite, derivative trading platforms, collateral management systems, and third party market data providers
- Solid organizational skills and a high degree of professionalism combined with the ability to readily adapt to rapidly changing environments and deal with competing priorities
- Team player with demonstrated experience building and maintaining good working relationships both internally and externally
- Insurance Company/Asset Management/Industry experience an asset
32
Treasury Collateral Analyst Resume Examples & Samples
- Monitors, tracks and ensures cash and security positions are properly established with external banks and institutions daily to ensure that HomeStreet Bank is within collateral position thresholds
- Analyzes, reports and validates collateral balances such as fixed income securities with the FHLB and FRB daily
- Develops, modifies and distributes the daily cash variance report for the Treasury Funding Manager to identify and resolve any cash forecast discrepancies
- Develops, modifies and distributes daily bank rate sheet for Treasury and other banks internal business units
- Collaborates with the Treasury Funding Manager to pledge Municipal and fixed-income securities as banks borrowing source venue
- Oversees inventory of loan collateral files between banks internal business units, and approved third party custodians
- Maintains protocols for segregation and tracking of pledged and unpledged loan collateral for non-investor loan files held for safekeeping in the bank’s trust vault
- Requests investor files of loans in active foreclosure from approved document custodian and maintain physical segregation and tracking of loans for the Loan Servicing department
- Oversees process for records of executed and pending document releases, receipts, and copy request forms
- Oversees vault inventory containing physical confidential loan files under agreement with internal business units and external banks. Maintains strategy for inventory maintenance and security of vault contents
- Monitors, coordinates, tracks and accepts delivery of new loan collateral documents and other trailing loan documentation
- Administers the loan collateral database to reconcile against external database systems. Executes various reports from databases and ensures all key stakeholders receive and understand reports
- Reconciles physical loan file and documentation discrepancies, with both external banks and internal business units
- Executes, analyzes and reports monthly reconciliation of securities and cash collateral held at external banks and institutions, as well as other inventory database systems and states as required Provides necessary support to Board Committees on a quarterly and monthly basis
- Provide analytical expertise on mergers and acquisitions activities
- Expedite the process of institutions Certificate of Deposits (CD’s) activity for the bank
- Assist Secondary Marketing by performing loan sale due diligence document preparation
- Preform quarterly analysis and reporting to bank regulators relating to loan, cash and security collateral. Oversee semi-annual bank building security (halon) testing
- Lead and participate in the annual on-site loan collateral auditing performed by the Federal Reserve Bank, the Federal Home Loan Bank, and various correspondent banks
- Willingness to assume other duties/projects as they arise and be responsive to the Funding Manager or Funding Analyst, as required
- BS/BA required in Finance, Economics, or Accounting
- Minimum four years related industry experience required with one of those years focused on Mortgage loan documentation (shipping, escrow, processing)
- Possess excellent PC skills, including experience with Microsoft Office Word, Excel and Access. Experience with databases is a plus. Demonstrate competency with pivot tables, vlookups, etc
- Must be a self-starter, dependable, able to learn quickly and consistently maintain accuracy in completing responsibilities with strong attention to detail and organizational skills
- Able to multi-task, work under pressure and manage deadlines while maintaining a team concept
- Exhibit problem solving and researching skills and exhibit ability to set priorities
- Possess sound judgment, able to accept responsibility, and manage confidential information
- Possess high degree of initiative, dependability and work with minimal supervision
- Possess strong ability and desire to work with others, both internal and external customers, in a cooperative, professional and friendly spirit
- Must be detail-oriented and analytical while maintaining a high degree of responsiveness and flexibility in performing tasks and work schedule
- Possess excellent written and verbal communication skills, including on the phone and in person
- Must be able to embrace and quickly adapt to change as a result of internal, market or regulatory policy changes
- Regular business hours and punctual attendance is required
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Senior Collateral Analyst Resume Examples & Samples
- Responsible for daily administration of accounts receivable and inventory lines of credit. Advances credit and evaluates collateral, financial condition, and trends
- Documents all loans to ensure perfection of the bank’s security interest in compliance with regulatory, legal and bank requirements
- Negotiates terms and conditions of loan with applicants
- Reviews credit checks and understands the small business scoring system
- Reviews and carefully evaluates all receivables and inventory being assigned as collateral for credit advances, etc
- Analyzes pertinent financial and credit data and recommends loan for approval or rejection
- Has extensive contact with business customers and line account officers in managing and monitoring assigned portfolio
- Vocational/specialized training
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Senior Collateral Analyst Resume Examples & Samples
- Audit of closed loan file received from the correspondent lender for accuracy
- Data entry of specific loan elements
- Working exceptions from data entry and determining if a lender suspense item is required
- Preparing suspense notice to lender if needed
- Reviewing conditions as received from lender
- Preparing loan for funding to the lender
- Experience in computer skills including Microsoft Word and Excel
- Strong verbal and written abilities, including communicating with lenders by email or phone
- Experience with mortgage loan documents is preferred
- High School degree is preferred
- Excellent skills working in a team environment
- The candidate must be a self-starter who is reliable, detail oriented, and the ability to work unrestricted hours
- Needs ability to analyze issues and make decisions including resolutions
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Futures, Clearing & Collateral Analyst Resume Examples & Samples
- Monitoring deliverable positions
- Excellent communication skills – both written and verbal
- Business related degree desirable
- Good numeric skills
- Finance knowledge preferred
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F&O & Cleared Swaps Collateral Analyst Resume Examples & Samples
- Monitor requirements and collateral levels at multiple exchanges/clearing houses
- Pledge and withdraw collateral to / from exchanges/clearinghouses
- Respond to Client Services and Margins inquiries
- Create and update team procedures
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Collateral Analyst Resume Examples & Samples
- Document and File Safekeeping by ensuring accurate files are created, maintained and safeguarded
- Collateral Releases by researching and preparing collateral release requests for vehicles and life insurance policies per month as requested by Comerica lenders and external agencies, such as other financial institutions
- Opening and processing internal and external mail
- Demonstrated data entry skills with minimal or no errors
- Strong team player with the ability to work independently
- Proven ability to research analyze and resolve customer issues
- Ability to multi-task and work on a high volume of tasks
- Actively work toward individual and team Key Performance Measurements
- Flexible and able to adapt well to change
- Must possess a strong attention to detail with a high degree of accuracy
- Able to manage time and meet deadlines
- Must have ability to lift up to 50lbs
- Be able to climb small step stool to file documents on higher shelves
- Be able to push file carts from 1st floor to 4th floor
- 2 year related work experience in banking or lending environment
- 1 year lending documentation experience
- 2 years of experience in computer application(s) more specifically Microsoft Office Products
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Financing & Collateral Analyst Resume Examples & Samples
- Oversight and control of our third party vendor and ensuring daily checks and reviews are completed per legal agreements
- Responsible for the monthly regulatory FOCUS reporting, yearly audit exams, as well as other regulatory requests and initiatives impacting financing operations
- Work closely with third party vendors, including Equilend, Loanet, and Pirum, for business initiatives and escalation on day to day processes
- Experience in a vendor oversight or control team capacity
- Ability to ask questions and think critically in high risk situations
- Self-motivated and willing to assume responsibility
- Escalation Awareness: ability to assess risk and exposure issues
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Collateral Analyst Resume Examples & Samples
- Minimize the bank's risk by making required margin calls in accordance with signed agreements or long form confirms and internal credit/audit guidelines
- Ensure that all margin calls are issued and responded to meeting agreement deadlines
- Research, reconcile and resolve margin call disputes with counterparties
- Notify the Risk IM team on outstanding margin call disputes
- Accurately prepare daily reports for review by Senior Management
- Escalate unresolved issues to management
- Four year college degree preferred
- Previous Collateral Management experience preferred
- Candidates should have working knowledge of OTC Derivative and/or Repo markets
- Collateral agreement (ISDA/CSA/Repo) knowledge a plus
- Algo, BONY GSCX and TriOptima system experience a plus
- Strong analytical and working knowledge of Microsoft Office. Ability to build Excel based solutions (macros) to improve efficiencies / controls
- Necessary characteristics include
- Track record of mitigating operational risk
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Senior Collateral Analyst Resume Examples & Samples
- Maintain a working understanding of ISDA/CSA collateral agreements
- Verify that all manual adjustments are captured prior to margin call processing
- Work closely with Front, Middle and Back offices
- Confirm and process collateral movements in a timely manner
- Investigate control reporting breaks
- Process and reconcile monthly collateral interest
- Bilingual English / French
- At least 3 years of Collateral Management experience
- Project management experiences a plus
- Attention to detail, high degree of accuracy
- Customer service etiquette
- Strong communication skills (oral & written)
- Sense of initiative,
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Asset Based Lending Collateral Analyst Resume Examples & Samples
- Reviews CRS and pertinent loan documents to understand the criteria for determining the borrowing base
- Reviews monthly reports (accounts receivable and accounts payable aging, inventory, and other reports) as prepared by the company
- Scans aging for unusual transactions and calculates ineligibles as defined in the loan agreement
- Reviews monthly inventory certificate and back-up provided by borrower to ensure that inventory including collateral base is acceptable to the Bank
- Prepares a collateral review report summarizing collateral status and a calculation of ineligible collateral
- Surfaces issues to manager
- Telephones and or emails customer to obtain additional information, if needed
- Notifies CLO of updated borrowing base. Posts collateral and other information to trend card
- Inputs monthly collateral information into TOPS for exception reporting. Responsible to track and follow-up with account officer and/or customer for delinquent reports
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Collateral Analyst Resume Examples & Samples
- Performs post-closing review of loan documentation for discrepancies and deficiencies. This review includes but is not limited to execution of promissory notes, security agreements, and deeds of trust; collateral descriptions; lien positioning; county or state lien filings; titling requirements; flood requirements; inspections; compliance documentation; appraisals & appraisal reviews
- Monitors and updates the Bank’s collateral tracking system to include the accurate, complete, and current postings of all collateral and loan information for assigned accounts
- Identifies and creates exception tracking items in collateral tracking system for collateral reporting deficiencies and discrepancies
- Reviews organizational and entity documentation on loan borrowers and guarantors and creates exception tracking items in collateral tracking system. This review includes but is not limited to Articles of Incorporation, Certificates of Formation, Partnership Agreements, Borrowing Resolutions, Loan Agreements, and Guaranty Agreements
- Assists lending staff with exception questions and in resolving outstanding exception items
- Creates and maintains UCC lien filings on loan collateral with the Secretary of State or through CT Lien Solutions. Review lien search reports performed on loan collateral
- Reviews and maintains current status of Certificates of Good Standing on corporate loan borrowers
- Special projects as needed by management
- On-going training with current staff
- High School diploma, general education degree (GED), or equivalent required; Bachelor’s degree in Business or related field preferred
- 1 to 3 years of experience in related field of expertise preferred
- Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems
- Excellent analytical, time management, organizational, and problem-solving skills with the ability to multi-task and work in a deadline-driven environment
- Must be self-motivated with strong attention to detail and high level of accountability
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Mbc-collateral Analyst Senior Resume Examples & Samples
- Demonstrates ability to make decisions and manage day-to-day issues and determine solutions that affect both company-wide asset security and client loan viability
- Demonstrates excellent communication skills, both verbal and written
- Demonstrates strong, professional interpersonal skills to interact professionally and effectively with executives, clients and employees
- Demonstrates ability to independently organize, prioritize multiple tasks, track and meet deadlines
- Demonstrates proficiency in Microsoft Outlook, Word, and Excel
- Demonstrates strong attention to detail and work quality
- Demonstrates ability to be dependable and accountable in all areas of responsibility
- Demonstrates ability to work in a fast-paced, highly stressful environment
- Demonstrates ability to maintain strict confidentiality at all times
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MBS Collateral Analyst Global Securitized Markets Resume Examples & Samples
- Applicants should be recent graduateswith academic specialization in a quantitative or technicaldiscipline such as Engineering, Mathematics, Statistics, or Computer Science
- Candidates with advanced degreesand/or a few years of related experience will also be considered
- Candidates should have strong programming experience (e.g. SQL, Python, VBA, Java, etc. ) and proficiency in Excel
- Applicants must be willingto work long hours in a demanding transaction-oriented environment and must be well organized, detail-oriented and have the abilityto manage multiple tasks and varying priorities
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Working Capital Collateral Analyst Resume Examples & Samples
- Establish and maintain proper collateral availability on accounts in Asset Based Lending Portfolio
- Develop sound working knowledge of Asset Based Lending conceptual/product knowledge
- Review and verify that data integrity of client information is maintained across various bank databases and systems
- Cross-train on various functions within the Asset Based Lending department
- Responsible for assisting management with review of analysts work
- Responsible for providing on the job training to analysts or other commercial finance team members at managements direction
- Three years in banking industry or related work experience
- Advanced knowledge of spreadsheet and word processing applications
- Advanced understanding of financial and accounting principles
- Demonstrated proficiency of basic computer applications, such as Microsoft Office software products
- Strong knowledge of bank deposit and payments products
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Collateral Analyst Resume Examples & Samples
- Document and File Safekeeping - ensures accurate files are created, maintained and safeguarded for the loan documents evidencing Comerica's Commercial Loan Portfolio
- Collateral Releases Requests - Process requests to release bank's interest in pledged collateral
- Knowledge of AFS codes and screens
- Knowledge of commercial loan documentation
- Analyze, review and interpret language contained in loan documentation pertaining to pledged collateral
- Ensure correct collateral is released
- Prepare discharges/releases/re-conveyances/terminations for all types of collateral pledged to the bank including but not limited to vehicles, boats, ships, airplanes, business personal property, real estate, life insurance policies, investment property, stocks, bonds, deposit accounts, mutual funds ..
- Collateral Maintenance -- Ensure the accuracy of data input in the AFS system for proper portfolio reporting
- Collateral Monitoring - Safeguard the bank's lien position in pledged collateral and to mitigate any risks associated with the possible loss of collateral due to tax foreclosure or failure to maintain proper hazard insurance
- Order, review and analyze UCC lien searches to ensure that the bank's lien position on collateral has been perfected and is properly maintained
- Knowledge of real estate property taxes
- Effectively engage internal and external customer inquiries relative to collateral pledged to secure commercial loans
- 3 years of commercial loan experience
- 2 years customer service experience
- 1 year experience with PC based mainframe systems, loan accounting system and Microsoft Office Suite, especially Excel
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Collateral Analyst Resume Examples & Samples
- Track and receive borrower’s Borrowing Base Certificate and collateral reports as required in the Loan Agreement and bank policy
- Review reports received from borrower for compliance to SFG policy and procedures – negative trends, over advances, over line, etc. – and report “out of compliance” findings to appropriate personnel
- Analyze data received from borrower for exceptions – significant changes in accounts receivable or inventory ineligibles, sizable increase or decrease in the amount of collateral reported, timeliness of receipt of reports from borrower, missing data, etc. - and report exceptions to appropriate personnel
- Review Borrowing Base Certificate, A/R aging and inventory reports for accuracy
- Enter/review Borrower submitted data for establishing the Borrowing Base on the ABLSoft system
- Review daily Fiserv interface activity reports and verify that activity has posted accurately to ABLSoft and Fiserv systems
- Daily reconciliation of ABLSoft and Fiserv systems
- Initiate and monitor “end of day” processing of loan system
- Establish departmental collateral and loan file and ensure that current data is maintained in SFG file
- Submit data to imaging system as necessary
- Block draws on non-compliance accounts to minimize loss
- Follow up on reporting delinquencies
- Prepare delinquency report for past due reporting by borrower and distribute to appropriate personnel
- Create and maintain ticklers
- Work closely with Operations Manager, Portfolio Manager, Relationship Manager and Credit Policy Officer to ensure effective follow up for “out of compliance” findings, exceptions and reporting delinquencies
- Select A/R audit verification samples, as required, and prepare / distribute letters to A/R debtors for verification
- Review responses to audit verifications and report results to appropriate personnel
- Perform ongoing account maintenance on Fiserv and ABLSoft systems
- Enter monthly loan and collateral information onto SFG trend card activity
- Prepare SFG scorecards for each client on a quarterly basis
- Prepare spreads on borrower’s monthly financial statements as needed
- Participation in special projects as needed
- Participate in training where deemed necessary
- Work with Loan Ops, Treasury Management and Branch in opening and closing new accounts
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ABL Collateral Analyst Resume Examples & Samples
- Responsible for a designated group of ABL portfolio including performing both quantitative and qualitative analysis of account receivables, account payables and inventory
- Performs analysis of various client reports and computes the borrowing base pursuant to the loan agreement
- Prepares the collateral review reports, and various reports/ spreadsheets
- Review month end reconciliation between the client aging and inventory reports
- Maintains excellent internal and external client relations and services relating to collateral monitoring, issues, problems, system and other related functionality
- Instructs and assists new ABL borrowers with ABL reporting procedures and requirements
- Works with Loan Servicing to ensure loans are boarded correctly to ensure data integrity
- Reviews daily overdraft report on assigned accounts. Works with respective Relationship Manager to avoid losses on overdrafts
- Ensures adherence to the Bank’s loan policies and actively incorporates them when underwriting credit
- Orders various third party reports timely, such as, collateral audits, and appraisal environmental reports; and develops an adequate knowledge of appraisal and environmental reports and policies
- Ensures compliance with all applicable regulations, policies and procedures, and stays abreast of emerging changes to banking regulation and completes bank training courses on-line
- Actively initiates problem loan identification and administration, as required. Writes Problem Loan Status Reports (PLSR’s) as required by policy and quarterly Risk Rating Certifications. Responsible for ongoing proactive and correct identification and monitoring of Risk Ratings for Borrowers under the Risk Rating Policies of the Bank; to ensure there are not Risk Rating upgrades or downgrades, when audited by internal or external auditors
- Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions
- Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values
- Bachelor's degree in accounting, finance, economics or related field required, or non-business related degree along with sufficient coursework such as Risk Management Association, Omega credit training, or in-house financial institution credit training
- Two (2) or more years of related work experience and/or training preferred. Proficiency in Intermediate/Financial Accounting 1 and 2 required
- Financial analysis experience related to business and individual financial statements and tax returns preferred.#LI-MM1
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Collateral Analyst Resume Examples & Samples
- Reviews and carefully evaluates all receivables and inventory being assigned as collateral for credit advances availability position. Reviews scope requirements, examines invoices, shipping documents and credit memos
- Reviews documents and loans to ensure perfection of the bank’s security interest in compliance with regulatory, legal and bank requirements
- Publishes reports on assigned tasks
- Analyzes and processes account receivable agings; identifies accounts to be verified and conducts verifications
- Responsible for daily administration of accounts receivable and inventory lines of credit. Advances credit and evaluates collateral, compiles statistics, gathers and computes various data for trend analysis
- Posts data to various records and forms; creates and maintains charts. Gathers data from various sources and prepares reports, answers and files correspondence and performs similar duties requiring the exercise of clerical office skills
- Analytical and research
- Compose letters/memos
- Perform math and analysis
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ABL Collateral Analyst Resume Examples & Samples
- Perform system duties in Stucky including electronic interfaces between Stucky/FIS, generating monthly interest/fee accruals and setup/funding of new ABL loans and reconciliation of transactional activity within the ABL portfolio
- Prepare and review monthly interest statements; process interest/fee charges for participation/Agented loans
- Assist in monitoring portfolio risk exposure by identifying and escalating reporting exceptions/suspicious activities to Credit and Operations Managers
- Work with Credit and Operations Managers to ensure proper documentation of loans as well as recurring documentation including insurance certificates, financial statements, vehicle titles, compliance certificates and tax returns; maintain and distribute Stucky tickler information
- Bachelor’s Degree preferred and 5 years of collateral monitoring experience OR
- 2 years of college plus equivalent experience of 10 years of collateral monitoring experience in an asset based lending environment
- Experience with the Stucky System or similar collateral monitoring software
- Strong working knowledge in key areas of asset based loan operations such as borrowing base processing, accounts receivable and inventory ineligible calculations, availability, interest and fee calculations and direct / bought participation settlements
- Understanding of attorney prepared commercial loan documentation
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Senior Collateral Analyst Resume Examples & Samples
- Administer, provide assistance or training to Collateral Analysts as assigned to ensure that all functions are performed accurately and timely, and in compliance with Bookkeeper/Client Handling instructions and Loan Documents for the CB portfolio
- Identify any unusual trends or practices and discuss with Borrower. Verify questionable assignments through telephone or in writing, prior to advancing on assignment. Inform Loan Portfolio Officers of open issues prior to Advance
- Work closely with Loan Portfolio Officers and Collateral Analysts to analyze complex information and resolve reporting issues
- Analyze Borrower’s inventory assignments to identify ineligibles, note trends in inventory mix and inventory concentrations, as required by Loan Portfolio Officers. Discuss any unusual trends with Borrower and report findings to Loan Portfolio Officers
- Provide back up during absences to the Collateral Analysts
- Follow existing controls in place to meet or exceed internal audit standards. May review or spot check other junior level Collateral Analysts’ work to ensure accuracy
- Other duties include loan documents review, field exam schedule, and the Status Report preparation
- Education: College graduate with a degree in accounting or finance preferred
- Experience: Minimum five years of borrowing base driven, asset-based lending operations experience. Experience as a field examiner or credit analyst, and with supervisory experience is a plus
- Skills/Ability: Proficient with Microsoft Office products; good interpersonal and communication skills; ability to effectively train staff, assign responsibilities, and provide clear instructions and guidance; demonstrated ability to be accountable for the staff’s productivity, accuracy, and timeliness; detail-oriented, organized, and efficient
