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Collateral Analyst

Role:                        Collateral Analyst

Reporting to:            Account Executive (AE)

Responsibilities:       Provide operational support to AE

Location:                  Sugar Land, TX 

 

Position Summary:

The Collateral Analyst will be responsible for providing support to the Account Executive from an administrative perspective and to make collection calls on a portfolio of clients. To assist the AE in all aspects as required, to ensure delivery of customer service and risk mitigation.

 

Responsibilities:

  • Ensure that debtor notification and/or verifications are performed in compliance with KPC requirements
  • Maintaining ongoing contact with the account debtors regarding payment status
  • Responsible for reviewing daily schedules and supporting documents to ensure accuracy 
  • Responsible for updating the debtor information and credit information (D & B)
  • Responsible for always providing quality customer service
  • Work closely with the AE, Credit Controller and Data Entry
  • Providing support to the cash team such as posting cash and cash reconciliation
  • Perform other related duties and tasks as necessary or as assigned

 

Requirements:

  • Ability to work well as part of a team and independently
  • Ability to manage multiple priorities
  • Possess excellent verbal and written communication skills
  • Strong customer service and computer skills 
  • Must research accuracy of payments and invoice posting
  • Attention to detail must be evident
  • Ability to meet deadlines 

 

What we offer:

  • Competitive Salary
  • Annual bonus plan based on Individual and Business targets
  • Health, Vision, and Dental insurance.
  • Flexible Spending Account and Healthcare Spending Account.
  • 401K with company match.
  • Short Term Disability, Long Term Disability, Life & Accidental Death & Dismemberment
  • 20 days paid vacation + 10 federal holidays
  • Banked sick days – up to 8 weeks paid
  • Friendly and relaxed work environment

About Sallyport Commercial Finance, LLC

Sallyport Commercial Finance is a national leader in specialty finance. Sallyport works with entrepreneurial business owners to help them get access to the capital they need to grow. Offering a wide range of programs based on Accounts Receivable capabilities, Sallyport creates custom-tailored solutions that are as unique as the clients and businesses they work with.

https://www.sallyportcf.com/