Credit Services Rep II (Asset Based Lending Servicing) Plano, TX Position Available In Mecklenburg, North Carolina
Tallo's Job Summary: Credit Services Rep II in Plano, TX at Bank of America handles moderately complex customer issues for asset-based loan facilities, requiring 2-3 years of experience in loan processing. Responsibilities include analyzing client activity, monitoring reports, reconciling accounts, and reviewing loan documentation. This full-time role offers an estimated salary range of $59.9K - $83.7K a year, with 40 hours per week on 1st shift.
Job Description
Credit Services Rep II (Asset Based Lending Servicing) Plano, TX Bank of America – 3.8
Charlotte, NC Job Details Full-time Estimated:
$59.9K – $83.7K a year 8 hours ago Qualifications Customer service Mid-level Microsoft Office Accounting Organizational skills Financial services Lending 2 years Loan processing Time management
Full Job Description Job Description:
Less experienced than the Credit Services Representative III. Handles moderately complex customer problems and issues for assigned accounts. Requires a minimum amount of day-to-day supervision. Is able to handle detailed instructions under pressure and a relatively high volume of credits. Has a well-developed expertise/knowledge, but not yet considered to be the “expert” for the assigned area. Has a good working knowledge of the various credit-related products and a good understanding of loan/credit documentation. Takes initiative to work through issues. Is able to perform well in a cross-functional team environment. Typically requires at least 4 to 6 years of experience. Job Description and Responsibilities /
Additional Information:
Customer service representative responsible for a dedicated portfolio of asset based loan facilities. Process, analyze and evaluate daily client activity, monitor the receipt of client reports, review the content for irregularities and/or discrepancies and follow up with the client and Loan Officer. Reconcile client Accounts Receivable agings, perform ineligible calculations for Accounts Receivable and Inventory collateral accurately, timely and in compliance with Loan Servicing Standards. Process loan and collateral transactions Monitor Libor loans. Reconcile Letter of Credit Information with detail. Reconcile interest and fees with maturity and due dates. Prepare/verify Participation principal, interest and fee settlements. Review loan documentation Perform assigned functions/tasks within the team
Required Skills:
Strong Customer Focus, 3-5 years of Customer Service experience within Financial Services Analytical, Conceptual Thinking – experience reviewing and analyzing data 2-3 years of experience in reviewing loan and accounting documentation Analytical, Conceptual Thinking Information Seeking (goes beyond questions that are routine or required in the job) Ability to identify and escalate risk Accountable, Takes Ownership Highly Accurate Quick learner with aptitude and ability to adjust to a dynamic technological environment Excellent Communicator both oral and written Excellent Organization Excellent Time Management Working knowledge of
Microsoft Office Desired Skills:
Asset Based Lending experience Commercial credit fulfillment, servicing, operations or lending experience Four (4) year College Degree (college level accounting courses) or 3 to 4 years related experience, or equivalent.
Shift:
1st shift (United States of America)
Hours Per Week:
40
