Audit & Collections Analyst

First Bank•Greenville, SC

9h•Onsite

About The Position

We are seeking an analytical and proactive professional to support the management and performance of our dealer portfolio. This role combines collections, risk identification, and account analysis, with a strong emphasis on timely issue resolution and professional customer interaction. The ideal candidate will be comfortable working with data, engaging directly with customers, and taking action to resolve account issues in a fast-paced environment.

Requirements

Bachelor’s degree from a four-year college or university, or five years of related experience that provides the necessary skills and knowledge to satisfactorily perform the essential job functions may be substituted.
Proven ability to handle direct customer conversations with professionalism and composure.
Demonstrated ability to take initiative and follow through on issues to resolution.
Effective communication skills, both verbal and written.
Proficiency in Microsoft Excel or similar tools.
Strong organizational skills and attention to detail.
Vision, hearing, speech, dexterity, visual concentration.
A valid driver’s license is required.
Must have the ability to stand, walk, sit and use hands and fingers.
Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled.
Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations’ environment.
Must be able to pay close attention to detail and be able to work as a member of a team.
Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations’ situations.
Must have the ability to exercise discretion as well as appropriate judgments when necessary.

Nice To Haves

Experience in financial sector, accounting or floorplan lending (preferred).
Familiarity with portfolio performance metrics and risk indicators (preferred).

Responsibilities

Monitor portfolio and develop reports to identify past-due accounts, performance trends, and potential risks using Sopra Banking Software & Revoquest platform
Assist Audit/Collection Manager & team by taking timely action to resolve delinquencies, discrepancies, and inventory-related issues
Communicate directly with dealer customers via phone call in a professional, solutions-oriented manner to address account concerns
Support audit processes by coordinating and verifying collateral and inventory accuracy via Revoquest platform
Utilize & create reporting and data analysis to prioritize workload and guide decision-making via Microsoft Excel and other related products.
Identify process inefficiencies and contribute to improvements in workflows and team operations
Collaborate with internal teams, including Sales, Credit, and leadership, to support account decisions, risk management, and build trusted relationships with our customer base
Completes annual compliance courses.
Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act.
Adheres to our Service Excellence standards and promotes their implementation with peers and associates they support.
Performs other duties as required.