Credit Analyst, Advance Partners

About the Role

Advance Partners, a Paychex-backed financial services firm, empowers staffing agencies with payroll funding, invoice factoring, back office support, and strategic services. This role monitors client and end debtor performance, making recommendations and taking actions to ensure collateral portfolio integrity.

• Location: Cleveland, OH (training will be in a local office; hybrid schedule of 3 days in office, 2 days at home available after training).
• Shift: Monday - Friday, approximately 8:30 am - 5:00 pm ET.
• Work Authorization: Authorized to work for any employer in the US. Paychex is unable to sponsor or take over sponsorship of an employment Visa. Applicants cannot be located in CA. US-based applicants only.

Key Responsibilities

• Analyze client position and its ability to handle current obligations due Advance, including portfolio size, concentration, current liens, and workers' compensation status.
• 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.
• Promptly identify and communicate potential risk factors 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

• Finance (understanding of basic finance and credit practices)
• Analytical Skills (ability to analyze data and understand business significance)
• Detail Oriented
• Customer Focused
• Proactive
• Ability to work under pressure
• Customer Service (Preferred)
• Teamwork (Preferred)
• Sales (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.
• Total compensation will be determined by factors such as geographic location, skills, education, and/or experience.