Factoring Portfolio Analyst
Wintrust Financial Corporation•Chicago, IL
•$59,000 - $77,000
About The Position
The Factoring Portfolio Analyst reviews, analyzes, and reconciles invoice assignment schedules and supporting documentation. In this role, you’ll work closely with the Factoring Portfolio Manager on collateral monitoring, reporting requirements, etc.
Requirements
- Minimum 2 years of direct experience in A/R, billing, or general accounting; banking or asset-based lending operations a plus
- Associate degree in accounting or related field; bachelor’s degree a preferred
- Must be detail focused and well organized with the ability to multitask
- Good interpersonal and customer relations skills are required to deal with clients and department personnel
- Proactive/confident communication skills (both verbal and written) to interact with senior management, clients, etc.
- Ability to work independently and use independent judgment with minimal supervision
- Strong knowledge of Microsoft Office applications (specifically MS Excel) along with ability to pick up on new systems quickly
Nice To Haves
- Experience with Factor Soft or Monarch software a plus
Responsibilities
- Serve as a point of contact for clients to resolve reporting discrepancies or other collateral-related issues
- Process and review invoices submitted by clients for accuracy and compliance
- Understand and manage accounts consistent with the Bank approvals and Account Purchase Agreement
- Maintain an effective line of communication with the Relationship Manager on assigned accounts, and alert to any unusual trends observed in performing routine job duties
Benefits
- Medical Insurance
- Dental
- Vision
- Life insurance
- Accidental death and dismemberment
- Short-term and long-term Disability Insurance
- Parental Leave
- Employee Assistance Program (EAP)
- Traditional and Roth 401(k) with company match
- Flexible Spending Account (FSA)
- Employee Stock Purchase Plan at 5% discount
- Critical Illness Insurance
- Accident Insurance
- Transportation and Commuting Benefits
- Banking Benefits
- Pet Insurance
- Competitive pay and annual discretionary bonus eligible
- Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
- Family-friendly work hours
- Promote from within culture
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
