Collateral Analyst II

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Attention to detail","Teamwork","Organizational skills","Multitasking","Deadline prioritization"]

Own operational and collateral compliance for Working Capital Operations, including onboarding new clients, reviewing borrowing base collateral and documentation, and calculating ineligibles. Provide accurate collateral reporting and analytics across the portfolio, serve as a key point of contact for collateral inquiries, and coordinate with Structuring, Asset Management, and Client Experience teams to support efficient closings. Review loan documentation and perform post-closing audit.

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Truist Financial
Truist Financial
4 days ago

Collateral Analyst II

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Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live

Job Summary

Own operational and collateral compliance for Working Capital Operations, including onboarding new clients, reviewing borrowing base collateral and documentation, and calculating ineligibles. Provide accurate collateral reporting and analytics across the portfolio, serve as a key point of contact for collateral inquiries, and coordinate with Structuring, Asset Management, and Client Experience teams to support efficient closings. Review loan documentation and perform post-closing audit.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Review client borrowing base collateral and backup to identify balancing issues and ensure portfolio compliance, with accurate input into collateral management systems.
  • •Provide consistent collateral reporting across the assigned portfolio and deliver analytics on key collateral trends to stakeholders.
  • •Onboard and provide continuous support to clients.
  • •Coordinate and communicate with Structuring, Asset Management, and Client Experience teams to support efficient closing for new and existing accounts.
  • •Collaborate with clients and Account Officers on collateral inquiries, prepare collateral review reports with trend analysis, and support audit review after loan closing.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveRsus

Key Requirements

  • •Bachelor’s degree in Business, Accounting, or related field (or equivalent education and relevant work experience).
  • •4+ years of experience in asset based lending or a related field (preferred).
  • •Able to work independently and in a team environment.
  • •Excellent attention to detail with a proven track record of accuracy.
  • •Strong proficiency with Microsoft Office Suite.
Experience:Asset based lending
Education:Bachelor's in Business, Accounting or related field
Skills:Attention to detailTeamworkOrganizational skillsMultitaskingDeadline prioritization
Languages:English
Tech Stack:Microsoft Office SuiteAblm.NET (Stucky)Asset ReaderMonarchAFS Vision

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn