Credit Analyst, Advance Partners
Paychex
About the Role
- Monitor client and end debtor performance.
- Make recommendations and/or take actions to ensure the integrity of the collateral portfolio.
- The person who fills this role will train/work in one of the local offices listed in the posting.
- After training, a hybrid schedule of 3 days in the office and 2 days at home may be desired.
- The shift is Monday - Friday, approximately 8:30 am - 5:00 pm ET.
- US based applicants only.
Key Responsibilities
- Analyze client position and ability to handle current obligations to Advance.
- Analyze portfolio size, concentration, and the affect of current liens on the portfolio.
- Analyze workers' compensation status and its affect on the portfolio.
- Research accounts receivable information for aging, concentration, and other issues.
- Research end debtors for financial viability and credit worthiness using available financial and credit information.
- Review transactional information for anomalies that may affect Advance's position.
- Identify potential risk factors promptly and communicate them to appropriate teams in a timely manner.
- Conduct thorough and accurate research and reporting of all data.
- Prepare and present accurate reports regarding the client base.
- Maintain timely and accurate completion of tasks in an organized, effective, and positive manner.
- Maintain open and professional relations with clients and debtors.
- Implement all duties to support company policies and procedures and enhance teamwork.
- Other duties as assigned.
Requirements & Tech Stack
- Finance
- Credit Practices
- Data Analysis
- Business Significance Understanding
- Detail Oriented
- Customer Focused
- Proactive
- Ability to work under pressure
- Customer Service (Preferred)
- Teamwork (Preferred)
- Sales (Preferred)
- Analytical Skills (Preferred)
- Accounts Receivable (Preferred)
- Accounting (Preferred)
- Financial Statements (Preferred)
- Working Capital (Preferred)
- Underwriting (Preferred)
- Credit Risk (Preferred)
- Liens (Preferred)
- Credit Management (Preferred)
- Credit Underwriting (Preferred)
Qualifications
- Bachelor's Degree in Finance (Preferred)
Compensation
- Starting base pay range: $60,000 - $65,000 annually.
- This range is for base pay only.
- Total compensation will be determined based on factors such as geographic location, skills, education, and/or experience.