Client Business Analyst

Position Summary

The Client Manager role is to help our clients be successful while minimizing risk to PrimaLend. This position is responsible for being our existing client’s primary point of contact within PrimaLend, as well as being responsible for all day-to-day management for our portfolio of clients.

This role will require a diverse skill set composed of customer service, financial analysis, and consulting to optimally provide PrimaLend’s customers with the support needed for a successful business relationship and to ensure compliance with our loan agreement. The Client Manager is a unique operations role that directly interacts with all departments within PrimaLend and provides the individual opportunities to grow and develop skills across multiple departments simultaneously.

Position Responsibilities

Publish accurate and timely Borrowing Bases (daily, weekly, monthly, or as needed)
Assess borrowers’ requests for funding and collateral returns
Complete monthly and as needed statistical analysis for tracking client key performance indicators
Possess in-depth understanding of client’s business model, strategy, policies and procedures
Provide guidance and support in response to client’s business needs and strategies
Complete quarterly borrower risk models
Prepare credit memos with recommendations for credit committee approval
Track all loan covenants and acquiring compliance documentation
Ensure eligible collateral is compliant with the terms of our loan agreement and accounted for
Completion of additional projects, reporting and various tasks on an as needed basis
Travel required for dealer visits, training and other various reasons on a case by case basis

Job Skills and Qualifications

Bachelor’s Degree in Finance, Accounting, Economics, or other related business experience
Minimum 3-5 years professional experience
Advanced Excel skills including but not limited to: VLOOKUP, SUMIF, Pivot Tables, IF Statements
Strong quantitative financial analysis skills and the ability to infer conclusions based on accurate data
Ability to read and analyze GAAP financial statements
Ability to work on multiple projects at once through completion
Outstanding customer service skills and professional correspondence both in person and electronically
Communicate effectively both externally and internally via phone, email, and in-person meetings
Team oriented and can work well within a team setting
Maintain the highest levels of professionalism, punctuality, and positive attitude