Credit Analyst, Advance Partners
Paychex
Beachwood, OHFresher1h agovia LinkedIn
About the Role
Credit Analyst at Advance Partners, a Paychex-backed financial services firm.
- Location: Cleveland, OH (training/work in local office, then hybrid schedule: 3 days in office, 2 days at home)
- Shift: Monday - Friday, approx. 8:30 am - 5:00 pm ET
- Compensation: $60,000 - $65,000 annually (base pay)
Key Responsibilities
- Monitor the performance of clients and end debtors.
- Make recommendations and/or take actions to ensure the integrity of the collateral portfolio.
- Analyze client position and ability to handle current obligations, including:
- Size of portfolio
- Concentration of portfolio
- Current liens and their affect
- Workers compensation status and its affect
- 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.
- 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.
- Support company policies and procedures and enhance teamwork.
- Other duties as assigned.
Requirements & Tech Stack
- Basic Finance
- Credit Practices
- Data Analysis
- Business Significance Understanding
- Detail Oriented
- Customer Focused
- Proactive
- Ability to Work Under Pressure
- Professional Relations
- Company Policies and Procedures
- Teamwork
- Financial Statements
- Working Capital
- Underwriting
- Credit Risk
- Liens
- Credit Management
- Credit Underwriting
- Accounts Receivable
- Accounting
- Finance
- Analytical Skills
- Customer Service
- Sales
Qualifications
-
Bachelor's Degree in Finance - Preferred
-
Authorized to work for any employer in the US.
-
Not located in CA.
-
US-based applicants only.