Operations Analyst

Richardson, TX

Responsible for the day-to-day analysis, research and resolution of varied problems. Functions include administering defined procedures, analysis and report generation, and exception processing. Coordinates the implementation of products/services and operational solutions. May assist in designing, documenting, implementing, and monitoring of new products/services. Provides guidance to associates within own unit regarding procedural, technical and/or operational changes. Incumbents have full working knowledge of operations environment acquired through experience in an operations environment and on the job training. Individuals typically have 2 to 4 years of experience.


  • Account Receivable and Inventory analysis supporting Asset Based Lending loan portfolios
  • Determine eligible client collateral in accordance with Credit Agreement
  • Review and understand client trends in relation to Accounts Receivable, Accounts Payable and Inventory collateral levels
  • Identify and escalate potential risk items in client loan support documentation
  • Effectively communicate analysis to business partners & clients
  • Extracting / formatting / uploading client report data for multiple lending lines of business Review client file submissions for completeness and assess file format for predetermined requirements
  • Coordinate the receipt of missing/incomplete documentation with our internal Servicing partners
  • Collaborate with internal Servicing Partners to insure correct data extraction
  • Create and update formulas within data extraction tool used to upload client files to analytical application

Required Skills:

  • Ability to manage multiple and sometimes competing priorities
  • Work independently
  • Takes ownership
  • Analyze issues and drive problem resolution
  • Good written and verbal communication skills
  • Willing to learn and adapt to change
  • Working knowledge of Windows and Microsoft Office
  • Proficient in Excel and understanding of Excel formulas

Desired Skills:

  • Experience with General Ledger or Accounting practices
  • Financial analytics
  • Reconciling data sets
  • Data Mining – Identifying key data points, isolating for further analysis
  • Knowledge of Monarch Pro and Microstrategy reporting
  • Efficient prioritization of client processing requests – Multi-tasking; prioritizing
  • Communication Skills: Clear and concise emails; able to provide clear explanation of issues to Business partners and Leadership      
  • Confident relaying findings and reporting to Senior leaders and Business relationship partners
  • Troubleshooting – Ability to evaluate issues and escalate if needed with potential resolutions
  • Knowledge of Asset Based Lending and Borrowing Base structure

Other Qualifications:

  • Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
  • Excels in working among diverse viewpoints to determine the best path forward
  • Experience in connecting with a diverse set of clients to understand future business needs –is a continuous learner
  • Commitment to challenging the status quo and promoting positive change
  • Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
  • Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world


  • 1st shift (United States of America)

Hours Per Week: 

  • 40

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