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Collateral Analyst I or II

Greensboro, NC
Full-Time

Job Description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Responsible for all aspects of operational and collateral compliance for Working Capital Operations such as onboarding of new clients, collateral analysis, and direct client contact. Analysis may include, but is not limited to, analyzing Borrowing Base Certificates (BBC) and supporting documentation, calculation of ineligibles, and analyzing client’s inventory and receivables.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Responsible for review of client borrowing base collateral and related backup, and identifying customer balancing issues to ensure compliance and conformity within the portfolio. Includes accurately inputting into collateral tracking/management systems with a high degree of accuracy

2. Ensure proper and consistent collateral reporting is provided across assigned portfolio. Provide thoughtful analytics that factor in key collateral trends and communicate to the appropriate stakeholders.

3. Onboards and provides continuous support to clients.

4. Coordinate/communicate with Structuring, Asset Management and Client Experience Teams to ensure an efficient and smooth closing process for both new loans and existing portfolio accounts.

5. Collaborate with clients and Account Officers to address collateral related inquiries, provide guidance on reporting procedures, and ensure timely submission of required information.

6. Serve as a single point of contact for Account Officers and other stakeholders for communication of operations and administrative issues.

7. Prepare detailed collateral review reports, including trend analysis and insights into the borrower's financial status.

8. Supports moderate complexity borrowing base setups across the Working Capital portfolio.

9. Review loan documentation and perform audit after loan closing.

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor’s degree in Business, Accounting or related field or equivalent combination of education and relevant work experience.

2. Preferred 4+ years of experience in asset based lending or related field

3. Able to work effectively independently as well as in a team environment

4. Excellent attention to detail with a proven track record of accuracy

5. Strong organizational skills with ability to multitask and prioritize deadlines

6. Strong Proficiency with Microsoft Office Suite

Preferred Qualifications:

1. Experience with ABLM.NET (Stucky), Asset Reader, Monarch and AFS Vision preferred

2. Knowledge of asset-based lending, ABL, products 9.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

PDN-9f3a73fe-ca93-4b0d-92cd-05e13ee9a3da

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Responsible for all aspects of operational and collateral compliance for Working Capital Operations such as onboarding of new clients, collateral analysis, and direct client contact. Analysis may include, but is not limited to, analyzing Borrowing Base Certificates (BBC) and supporting documentation, calculation of ineligibles, and analyzing client’s inventory and receivables.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Responsible for review of client borrowing base collateral and related backup, and identifying customer balancing issues to ensure compliance and conformity within the portfolio. Includes accurately inputting into collateral tracking/management systems with a high degree of accuracy

2. Ensure proper and consistent collateral reporting is provided across assigned portfolio. Provide thoughtful analytics that factor in key collateral trends and communicate to the appropriate stakeholders.

3. Onboards and provides continuous support to clients.

4. Coordinate/communicate with Structuring, Asset Management and Client Experience Teams to ensure an efficient and smooth closing process for both new loans and existing portfolio accounts.

5. Collaborate with clients and Account Officers to address collateral related inquiries, provide guidance on reporting procedures, and ensure timely submission of required information.

6. Serve as a single point of contact for Account Officers and other stakeholders for communication of operations and administrative issues.

7. Prepare detailed collateral review reports, including trend analysis and insights into the borrower's financial status.

8. Supports moderate complexity borrowing base setups across the Working Capital portfolio.

9. Review loan documentation and perform audit after loan closing.

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor’s degree in Business, Accounting or related field or equivalent combination of education and relevant work experience.

2. Preferred 4+ years of experience in asset based lending or related field

3. Able to work effectively independently as well as in a team environment

4. Excellent attention to detail with a proven track record of accuracy

5. Strong organizational skills with ability to multitask and prioritize deadlines

6. Strong Proficiency with Microsoft Office Suite

Preferred Qualifications:

1. Experience with ABLM.NET (Stucky), Asset Reader, Monarch and AFS Vision preferred

2. Knowledge of asset-based lending, ABL, products 9.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

PDN-9f3a73fe-ca93-4b0d-92cd-05e13ee9a3da

About Truist

Care starts on the inside.


At Truist, our purpose is to inspire and build better lives and communities. And we do that through real, unwavering care. As part of that commitment to care, we’re creating an inclusive and energizing work environment that empowers teammates to learn, grow, and have fulfilling careers.


Why work at Truist?

· Be part of an inclusive culture. We actively recruit and train diverse talent. And not just because it’s the right thing to do—but because we’re inspired by the perspectives and experiences of people from different backgrounds.

· Balance your work and life. We offer flexible healthcare benefits, time off for vacation, wellness, and community service, and company-sponsored financial education programs. We want our teammates to lead full, healthy lives.

· Make meaningful connections. We see the future of financial services as one defined not only by technology, but by humanity. A true balance of innovation, inclusion, and conversation—cutting-edge and close-to-home. You'll be part of building it at Truist.


We’re looking for people with open hearts, big dreams, and new ways of thinking to take us to innovative places in banking. Join us.

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Collateral Analyst I or II
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Greensboro, NC
Jun 24, 2025
Full-time
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