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Collateral Management Specialist

2 months ago

Orlando Florida, United States Paychex Full time

Overview:


Assists Relationship Managers, Relationship Executives, and Underwriting teams by identifying discrepancies in the collateral tracking system (Factor Soft) for reporting inconsistencies and deficiencies.


Responsibilities:
Paychex is not just a provider of financial solutions; we are a dedicated partner committed to helping business owners realize their aspirations. Our success is intertwined with that of our clients, a principle that guides our every action.

Through personalized engagement and tailored solutions, we ensure our clients notice the difference from the very first interaction.

By employing a consultative approach, we strive to understand each client's unique business needs before making financing recommendations. We design flexible, high-quality growth capital solutions that align with individual client goals.

It is essential to confirm that we have signed Schedule of Accounts for invoices offered for sale. Assign images of the invoices along with any necessary supporting documentation.

Validate that invoices billed by the client include assignment details on the invoice, ensure invoices are billed under the client's name as per the security agreement, and verify that supporting documents provided by the client align with the invoices, following the directives set by Policy/Procedures/Relationship Manager/Relationship Executive, and approve within Paychex's credit policy and procedures.

The Operational Limits/Authority for each Collateral Management Specialist will be established based on the appropriate authority.

Update inventory values as reported by the client. Adjust purchased accounts, eligible accounts, and Net Funds Employed values to accurately calculate inventory availability. Execute necessary transfers related to inventory as directed by the Relationship Manager/Relationship Executive.


Engage with customers regarding overdue invoices and ensure timely collections through phone calls or emails concerning past due and open invoices, sending Notices of Assignment, and confirming that remittance information is current.

Address disputes as necessary.

Communicate with clients regarding any Missing Documents, Not Payable to Factor (NPTF) payments, Chargebacks, etc.

Participate in ongoing training with current staff to remain updated on Paychex's credit policies and standard operating procedures.

Advise Relationship Managers/Relationship Executives of any deviations from established operating procedures.

Create client folders and ensure that transaction documents (Credit Memo / New Client Check List / Legal Docs / ACS UCC Filing and Search to Reflect / Coface Insurance) are organized correctly before imaging for client folders.

Qualifications:
Associate's Degree in Business, Finance, or Accounting preferred.

Minimum of 2 years of experience in a banking, finance, or accounting environment.

Demonstrates strong analytical skills.

Exhibits a high level of accuracy, even under pressure.

Excellent collaboration and team-building abilities.

Friendly and service-oriented demeanor.

Demonstrates effective problem-solving skills.

Possesses strong technical aptitude.