1

Collateral Operations Analyst Jobs in Ohio (NOW HIRING)

... collateral position. * Own the Workflow: Manage incoming requests and maintain a clear view of ... Understanding of back-office operations such as client service, credit support, deal setup, and ...

... collateral position. * Own the Workflow: Manage incoming requests and maintain a clear view of ... Understanding of back-office operations such as client service, credit support, deal setup, and ...

... and competitive analysis. Influence sales, operations, and leadership through clear data ... Collateral & Creative Production Produce and maintain community collateral including spec flyers ...

... and competitive analysis. Influence sales, operations, and leadership through clear data ... Collateral & Creative Production Produce and maintain community collateral including spec flyers ...

The position will provide day-to-day multi-discipline analysis for Collateral, Sensitive ... Identify vulnerabilities, threats, and risks to test, training, and operational activities * Assist ...

next page

Showing results 1-20

Collateral Operations Analyst information

What are some common challenges faced by Collateral Operations Analysts, and how can they be addressed?

Collateral Operations Analysts often navigate complex regulatory requirements, tight deadlines, and high transaction volumes. One common challenge is ensuring the accurate and timely reconciliation of collateral positions across multiple counterparties, which requires strong attention to detail and effective communication skills. To address these challenges, analysts benefit from utilizing robust tracking systems and collaborating closely with trading, risk, and technology teams to resolve discrepancies quickly. Continuous learning about evolving market practices and regulatory changes also helps maintain efficiency and compliance in the role.

What are Collateral Operations Analysts?

Collateral Operations Analysts are finance professionals who manage and monitor collateral used in securities trading, derivatives, and other financial transactions. They ensure that collateral is sufficient, properly allocated, and compliant with regulatory and contractual requirements. Their duties include processing margin calls, reconciling discrepancies, and communicating with counterparties. This role is essential in mitigating counterparty risk and supporting the smooth functioning of financial markets.

What are the key skills and qualifications needed to thrive as a Collateral Operations Analyst, and why are they important?

To thrive as a Collateral Operations Analyst, you need a solid understanding of financial products, collateral management processes, and strong analytical skills, often supported by a degree in finance, economics, or a related field. Familiarity with collateral management systems such as TriOptima, Murex, or Calypso, and knowledge of regulations like EMIR or Dodd-Frank, are typically required. Attention to detail, problem-solving abilities, and effective communication are crucial soft skills for managing complex transactions and collaborating with internal and external stakeholders. These skills and qualities are important to ensure accurate collateral processing, risk mitigation, and regulatory compliance in a fast-paced financial environment.

What is the difference between Collateral Operations Analyst vs Credit Analyst?

AspectCollateral Operations AnalystCredit Analyst
Required CredentialsBachelor's degree, financial certifications (e.g., CFA, FRM)Bachelor's degree, financial certifications (e.g., CFA, CPA)
Work EnvironmentFinancial institutions, trading desks, collateral management teamsBanks, lending institutions, credit departments
Employer & Industry UsagePrimarily in asset management, trading, and collateral managementIn lending, banking, and credit risk assessment
Common Search & Comparison IntentUnderstanding operational roles in collateral managementAssessing creditworthiness and risk

The Collateral Operations Analyst focuses on managing collateral processes, ensuring proper documentation, and mitigating operational risks related to collateral. In contrast, a Credit Analyst evaluates the creditworthiness of borrowers, analyzing financial data to assess risk. Both roles require financial certifications and work within financial institutions, but they serve different functions within the industry.

What are popular job titles related to Collateral Operations Analyst jobs in Ohio? For Collateral Operations Analyst jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Collateral Operations Analyst jobs in Ohio look for? The top searched job categories for Collateral Operations Analyst jobs in Ohio are:
What cities in Ohio are hiring for Collateral Operations Analyst jobs? Cities in Ohio with the most Collateral Operations Analyst job openings:
Infographic showing various Collateral Operations Analyst job openings in Ohio as of June 2026, with employment types broken down into 89% Full Time, and 11% Contract. Highlights an 80% In-person, 10% Hybrid, and 10% Remote job distribution.

Full-time

Posted 3 days ago


Job description

To use all information in creating a clear picture of the customer's financial position. This is vital to the Lenders; it allows them to make well informed decisions before entering into a lending relationship with the customer.
ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following:
  • Compose analysis based on historic, projected, and stressed financial information. This analysis will clearly illustrate the customer's ability to re-pay the requested amount, and is accomplished by creating cash flow statements for each participant and writing an analysis of their performance over the past three (3) years.
  • Project the customer's performance for the next year by using customer prepared projections, analyst prepared projections, or a combination thereof.
  • Effectively communicate with the lenders to clearly understand all factors contributing to the loan request.
  • Generate questions to the lender for the purpose of completing the credit presentation, accuracy of cash flow, and to resolve any other discrepancies in the underwriting.
  • Translate and interpret financial data from tax returns, compilations, reviews, and audited statements; personal statements; and other financial statements to create spreads utilizing WebEquity software.
  • Access Kroll Factual Data to obtain and analyze Tri-Merge Credit Bureau reports on individual participants in the request
  • Utilize web sources, such as the Ohio Secretary of State or the Mahoning County Auditor to retrieve other necessary information
  • Access Fiserv/Viewpoint to research the customer's complete deposit and loan relationship with the Bank
  • Recognize the level of analysis that is appropriate for the request
  • Retrieve industry information through First Research and demographic information through SNL financial via the Internet.
  • Perform reviews for Special Assets' commercial relationships
  • Establish/organize all loan information in credit file
  • Attend meetings with lenders and clients as needed
  • Accurately risk grade borrowers, co-borrowers, and guarantors
  • Ensure proper aggregate exposure and coding of credit facilities, both new and existing
  • Review appraisals and environmental reports to ensure accurate collateral analysis
  • Understand various business entities structures and required documents needed for verification
  • Understand and apply credit policies and procedures
  • Attend and participate in weekly staff meetings and training
    • Special projects assigned by Commercial Credit Manager as needed
  • Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations
  • Regular, predictable attendance is an essential requirement of this position

EDUCATION and/or EXPERIENCE:
  • Bachelor's degree (BA) in Accounting or Finance from four (4) year college or university
  • Minimum of one (1) year commercial credit analyst experience
  • Strong background in working with financial statement and advanced understanding of the information available on financial statement and how they related to the customer's business operations and ability to repay loan.
  • Knowledge of Word, Excel, and Outlook and Internet navigation/research is expected
  • Ability to clearly and effectively communicate both verbally and in writing

E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.