Credit Analyst - Advance Partners

Advance Partners•Highland Hills, OH

4d•Hybrid

About The Position

Advance Partners, a Paychex-backed financial services firm founded in 1998 and based in Cleveland, OH, empowers staffing agencies with payroll funding, invoice factoring, back office support, and strategic services. Serving 600+ firms with nearly $8 billion annually, they offer flexible capital, compliance expertise, and growth-focused advisory tailored to the talent acquisition industry. The person who fills this role will train/work in one of the local offices listed in the posting. After training they will be allowed to work a hybrid schedule of 3 days in the office and 2 days at home if desired. The shift is Monday - Friday, approx. 8:00 am - 5:00 pm ET. (hours in other time zones may be adjusted) Applicants must be authorized to work for any employer in the US. Paychex is unable to sponsor or take over sponsorship of an employment Visa at this time. Candidates for this role may not be located in CA. This position is available for US based applicants only.

Requirements

Understanding of basic finance and credit practices.
Requires ability to analyze data and understand business significance.
Must be detail oriented, customer focused, proactive and able to work under pressure.

Nice To Haves

Bachelor's Degree in Finance
Customer Service
Teamwork
Detail Oriented
Sales
Analytical Skills
Accounts Receivable
Accounting
Finance
Financial Statements
Working Capital
Underwriting
Credit Risk
Liens
Credit Management
Credit Underwriting

Responsibilities

Monitor the performance of clients and end debtors while making recommendations and/or take actions to ensure the integrity of the collateral portfolio.
Analyze client position and it's ability to handle the current obligation due Advance.
This includes analysis of size of portfolio, concentration of portfolio, current liens and their affect on the portfolio, workers compensation status and it's affect on the portfolio.
Research accounts receivable information for aging, concentration, and other issues as well as research end debtors for financial viability and credit worthiness based on financial information and credit information available.
Review transactional information for anomalies that may affect Advance's position.
Potential risk factors are identified promptly and communicated to appropriate teams in timely manner.
Thorough and accurate research and reporting of all data.
Prepare and present accurate reports regarding client base.
Timely and accurate completion of tasks is maintained in organized, effective, and positive manner.
Maintain open and professional relations with clients and debtors.
All duties are implemented in a manner to support company policies and procedures and enhance teamwork.
Other duties as assigned.