Financial Analyst - Collateral & Data - Hybrid

Financial Analyst - Collateral & Data - Hybrid

Location : 7105 Corporate Dr, Plano, TX 75024

Work Setup : Hybrid 3 days in-office, 2 days remote. Wednesday is required in the office.

Pay Rate : $33.64 / hour on W2 (paid weekly)

Schedule : Standard Business Hours

Start Date : ASAP, pending onboarding completion.

Contract : Initial 12-month contract

Contract Extension or Conversion to FTE : Based on performance, attendance, and business needs

Access to Health Benefits

Overview

We are seeking a highly motivated and detail-oriented Financial Analyst to join our team, focusing on Account Receivable and Inventory analysis to support our Asset Based Lending (ABL) loan portfolios. The ideal candidate will have strong analytical skills, advanced proficiency in Excel, and experience utilizing technology platforms for financial analysis, with a preference for candidates with less direct mortgage experience.

Key Responsibilities

• Collateral Analysis : Independently determine eligible client collateral in strict accordance with the Credit Agreement guidelines for Asset Based Lending portfolios.
• Trend Monitoring : Review and understand client collateral trends, focusing specifically on Accounts Receivable, Accounts Payable, and Inventory levels.
• Risk Mitigation : Identify and escalate potential risk items, discrepancies, or issues found within client loan support documentation.
• Data Management & Processing : Manage the entire data lifecycle, including extracting, formatting, uploading client report data across platforms, reviewing file submissions for quality and completeness, and maintaining complex data extraction tool formulas for analytical applications.
• Stakeholder Coordination : Act as the primary communication link by conveying analysis findings and risks to business partners and clients, and actively coordinating with internal Servicing Partners to resolve documentation issues and ensure efficient data extraction.

Required Qualifications & Skills

Preferred Skills & Experience