Posted:
4/17/2025, 12:08:04 AM
Location(s):
Plano, Texas, United States ⋅ Charlotte, North Carolina, United States ⋅ Texas, United States ⋅ North Carolina, United States
Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior
Field(s):
Customer Success & Support
Job Description:
Job Description:
Customer service representative responsible for a dedicated portfolio of asset based loan facilities.
Process, analyze and evaluate daily client activity, monitor the receipt of client reports, review the content for irregularities and/or discrepancies and follow up with the client and Loan Officer.
Reconcile client Accounts Receivable agings, perform ineligible calculations for Accounts Receivable and Inventory collateral accurately, timely and in compliance with Loan Servicing Standards.
Process loan and collateral transactions
Monitor Libor loans.
Reconcile Letter of Credit Information with detail.
Reconcile interest and fees with maturity and due dates.
Prepare/verify Participation principal, interest and fee settlements.
Review loan documentation.
Perform assigned functions/tasks within the team.
Required skills:
Desired Skills:
Shift:
1st shift (United States of America)Hours Per Week:
40Website: https://bankofamerica.com/
Headquarter Location: Charlotte, North Carolina, United States
Employee Count: 10001+
Year Founded: 2007
Last Funding Type: Seed
Industries: Asset Management ⋅ Banking ⋅ Finance ⋅ Financial Services ⋅ FinTech