Credit Portfolio Analyst - Ap

The Credit Portfolio Analyst will be primarily responsible for reviewing new credit approvals and setting credit limits for end debtors in order to maintain optimal revenue while mitigating losses.

Advance Partners is an entrepreneurial and rapidly growing specialty finance and business services company. Advance provides payroll funding, working capital, back office support and a variety of strategic services to independent staffing firms. Founded in 1998, and based in Cleveland, Ohio, we provide over $5 billion in annual financing to over 350 entrepreneurial staffing firms of all sizes. Our mission is to help staffing firms grow. In 2015, Advance Partners was acquired by Paychex, Inc. (NASDAQ: PAYX) a leading provider of integrated human capital management solutions for payroll, HR, retirement, and insurance services. Advance Partners is now a wholly owned subsidiary of Paychex, Inc. For more information about Advance Partners visit http://www.advancepartners.com

Please note: The person who fills this role will work a hybrid schedule of at least 2-3 days in the office in Highland Hills, OH or Rochester NY.

The shift is Monday - Friday approx. 8:30 am - 5:00 pm ET.

• Enters and reviews new customer setup requests for credit approval based on available research information through Dunn & Bradstreet, Edgar/SEC filings, Bloomberg, Lexis Nexis, Equifax, Experian, etx. to ensure approval of qualified debtors and appropriate limits are set.
• Approval of credit limit decisions up to a determined amount.
• Implements and maintains super user status for portfolio management risk-based software
• Maintains all duties to support company policies, procedures, and enhance teamwork.
• Ensures proper recording of responsible end debtors in database.
• Manages data analysis needs including mass reviews/updates of end debtor credit limits and responds to ad hoc analysis requests from Senior Management.
• Acts as a point of contact for Senior Credit Analysts and Senior Management for end debtor credit limits and reviews.
• Identifies and implements process improvements, manages special projects as assigned by senior management.
• Participates in weekly Credit and Debtor meetings to coordinate and discuss escalating credit issues.
• Assists in preparing annual client reviews (re-CAM) for existing relationships to analyze creditworthiness, identify key credit issues, and prepare full written analysis.

• Demonstrates a high level of accuracy, even under pressure.
• 3 years of experience in Banking/Finance/Accounting environment with emphasis on commercial credit.
• Ability to analyze and interpret financial data.
• Demonstrates analytical skills.
• Ability to simultaneously handle multiple priorities.
• Performs work independently with minimal supervision.
• Bachelor's Degree in Business, Finance, or Accounting related - Preferred