... of collateral, and loan conditions and covenants. Responsible for handling portfolio member ... Relationships with Credit and Operations teams are marked by clear communication and mutual respect.
... of collateral, and loan conditions and covenants. Responsible for handling portfolio member ... Relationships with Credit and Operations teams are marked by clear communication and mutual respect.
Portfolio Manager
$88K - $165K/yr
... and collateral requirements. * Signs off on new, renewal and extension loans within delegated ... Banking Operations * Microsoft Office Expert level of proficiency: * Financial analysis Salary ...
Portfolio Manager
$88K - $165K/yr
... and collateral requirements. * Signs off on new, renewal and extension loans within delegated ... Banking Operations * Microsoft Office Expert level of proficiency: * Financial analysis Salary ...
VP, Portfolio Manager Commercial Banking Dealer Finance
Milwaukee, WI · On-site
$88K - $165K/yr
... and collateral requirements. * Signs off on new, renewal and extension loans within delegated ... Banking Operations * Microsoft Office Expert level of proficiency: * Financial analysis Salary ...
VP, Portfolio Manager Commercial Banking Dealer Finance
Milwaukee, WI · On-site
$88K - $165K/yr
... and collateral requirements. * Signs off on new, renewal and extension loans within delegated ... Banking Operations * Microsoft Office Expert level of proficiency: * Financial analysis Salary ...
Sales Effectiveness Coach
Hartland, WI · On-site
Analyze customer data and trends to recommend customer outreach strategies. * Serve as a point of ... Gather feedback from franchisees and Field Operations to improve sales processes, collateral, and ...
Sales Effectiveness Coach
Hartland, WI · On-site
Analyze customer data and trends to recommend customer outreach strategies. * Serve as a point of ... Gather feedback from franchisees and Field Operations to improve sales processes, collateral, and ...
Sales Effectiveness Coach
Hartland, WI · On-site
Analyze customer data and trends to recommend customer outreach strategies. * Serve as a point of ... Gather feedback from franchisees and Field Operations to improve sales processes, collateral, and ...
Sales Effectiveness Coach
Hartland, WI · On-site
Analyze customer data and trends to recommend customer outreach strategies. * Serve as a point of ... Gather feedback from franchisees and Field Operations to improve sales processes, collateral, and ...
Sales Effectiveness Coach
Hartland, WI · On-site
Analyze customer data and trends to recommend customer outreach strategies. * Serve as a point of ... Gather feedback from franchisees and Field Operations to improve sales processes, collateral, and ...
Sales Effectiveness Coach
Hartland, WI · On-site
Analyze customer data and trends to recommend customer outreach strategies. * Serve as a point of ... Gather feedback from franchisees and Field Operations to improve sales processes, collateral, and ...
Business Banking Relationship Manager II
Milwaukee, WI · On-site
$63K - $136K/yr
... analysis of current financial statements & collateral valuations, credit analysis, cash flow ... You have knowledge of credit and operational risk-ability to quantify potential exposure and advise ...
Business Banking Relationship Manager II
Milwaukee, WI · On-site
$63K - $136K/yr
... analysis of current financial statements & collateral valuations, credit analysis, cash flow ... You have knowledge of credit and operational risk-ability to quantify potential exposure and advise ...
Senior Accountant, Financial Reporting & Compliance
Milwaukee, WI · On-site
$88K - $115K/yr
Provide scenario analysis and financial modeling to evaluate operational and strategic initiatives ... Ensure supporting documentation for collateral reporting is complete and accurate. * Assist in ...
Quick apply
Senior Accountant, Financial Reporting & Compliance
Milwaukee, WI · On-site
$88K - $115K/yr
Provide scenario analysis and financial modeling to evaluate operational and strategic initiatives ... Ensure supporting documentation for collateral reporting is complete and accurate. * Assist in ...
Senior Accountant, Financial Reporting & Compliance
Milwaukee, WI · On-site
$88K - $115K/yr
Provide scenario analysis and financial modeling to evaluate operational and strategic initiatives ... Ensure supporting documentation for collateral reporting is complete and accurate. * Assist in ...
Senior Accountant, Financial Reporting & Compliance
Milwaukee, WI · On-site
$88K - $115K/yr
Provide scenario analysis and financial modeling to evaluate operational and strategic initiatives ... Ensure supporting documentation for collateral reporting is complete and accurate. * Assist in ...
Senior Accountant, Financial Reporting & Compliance
Milwaukee, WI · On-site
$88K - $115K/yr
Provide scenario analysis and financial modeling to evaluate operational and strategic initiatives ... Ensure supporting documentation for collateral reporting is complete and accurate. * Assist in ...
Senior Accountant, Financial Reporting & Compliance
Milwaukee, WI · On-site
$88K - $115K/yr
Provide scenario analysis and financial modeling to evaluate operational and strategic initiatives ... Ensure supporting documentation for collateral reporting is complete and accurate. * Assist in ...
Product Manager
Milwaukee, WI · On-site
Analyze financial results and take appropriate actions to ensure operational excellence and ... Partner with marketing resources to deliver all necessary product collateral, including sell sheets ...
Product Manager
Milwaukee, WI · On-site
Analyze financial results and take appropriate actions to ensure operational excellence and ... Partner with marketing resources to deliver all necessary product collateral, including sell sheets ...
Product Manager
Milwaukee, WI · On-site
Analyze financial results and take appropriate actions to ensure operational excellence and ... Partner with marketing resources to deliver all necessary product collateral, including sell sheets ...
Product Manager
Milwaukee, WI · On-site
Analyze financial results and take appropriate actions to ensure operational excellence and ... Partner with marketing resources to deliver all necessary product collateral, including sell sheets ...
Demonstrate cost reductions and operational improvements to demonstrate competence and gain ... New products showcased by world-class marketing campaigns, collateral and vendor support. * The ...
Quick apply
Demonstrate cost reductions and operational improvements to demonstrate competence and gain ... New products showcased by world-class marketing campaigns, collateral and vendor support. * The ...
... of collateral, and loan conditions and covenants. Responsible for handling portfolio member ... Relationships with Credit and Operations teams are marked by clear communication and mutual respect.
... of collateral, and loan conditions and covenants. Responsible for handling portfolio member ... Relationships with Credit and Operations teams are marked by clear communication and mutual respect.
Demonstrate cost reductions and operational improvements to demonstrate competence and gain ... New products showcased by world-class marketing campaigns, collateral and vendor support. * The ...
Quick apply
Demonstrate cost reductions and operational improvements to demonstrate competence and gain ... New products showcased by world-class marketing campaigns, collateral and vendor support. * The ...
Local Sales Assistant
Milwaukee, WI · On-site
$18.50 - $24.25/hr
Compile, analyze, and distribute digital campaign performance reports. * Assist in developing ... Previous experience in sales support, media operations, marketing, advertising, or a related field ...
Local Sales Assistant
Milwaukee, WI · On-site
$18.50 - $24.25/hr
Compile, analyze, and distribute digital campaign performance reports. * Assist in developing ... Previous experience in sales support, media operations, marketing, advertising, or a related field ...
Manager Structured Finance- North America
Milwaukee, WI · On-site
$120K - $150K/yr
... collateral packages, and closing mechanics. Portfolio & Operations Management * Support the ... Supervise and develop structured finance analyst(s) supporting the North American portfolio.
Manager Structured Finance- North America
Milwaukee, WI · On-site
$120K - $150K/yr
... collateral packages, and closing mechanics. Portfolio & Operations Management * Support the ... Supervise and develop structured finance analyst(s) supporting the North American portfolio.
Local Sales Assistant
$18.50 - $24.25/hr
Compile, analyze, and distribute digital campaign performance reports. * Assist in developing ... Previous experience in sales support, media operations, marketing, advertising, or a related field ...
Local Sales Assistant
$18.50 - $24.25/hr
Compile, analyze, and distribute digital campaign performance reports. * Assist in developing ... Previous experience in sales support, media operations, marketing, advertising, or a related field ...
National Sales Assistant
Milwaukee, WI · On-site
$18.50 - $24.25/hr
Previous experience in sales support, media operations, marketing, advertising, or a related field ... Strong analytical skills with the ability to interpret and present campaign performance data.
National Sales Assistant
Milwaukee, WI · On-site
$18.50 - $24.25/hr
Previous experience in sales support, media operations, marketing, advertising, or a related field ... Strong analytical skills with the ability to interpret and present campaign performance data.
National Sales Assistant
$18.50 - $24.25/hr
Compile, analyze, and distribute digital campaign performance reports. Assist in developing digital ... Previous experience in sales support, media operations, marketing, advertising, or a related field ...
National Sales Assistant
$18.50 - $24.25/hr
Compile, analyze, and distribute digital campaign performance reports. Assist in developing digital ... Previous experience in sales support, media operations, marketing, advertising, or a related field ...
Collateral Operations Analyst information
See Milwaukee, WI salary details
$18.47 - $21.81
16% of jobs
$21.81 - $25.15
4% of jobs
$26.51 is the 25th percentile. Wages below this are outliers.
$25.15 - $28.48
12% of jobs
$28.48 - $31.82
7% of jobs
The median wage is $33.68 / hr.
$31.82 - $35.16
19% of jobs
$35.16 - $38.50
1% of jobs
$38.50 - $41.83
1% of jobs
$41.83 - $45.17
3% of jobs
$45.17 - $48.51
7% of jobs
$49.20 is the 75th percentile. Wages above this are outliers.
$48.51 - $51.85
18% of jobs
$51.85 - $55.18
11% of jobs
$18
$37
$55
How much do collateral operations analyst jobs pay per hour?
What are some common challenges faced by collateral operations analysts, and how can they be addressed?
What is a collateral operations analyst?
What are the key skills and qualifications needed to thrive as a collateral operations analyst, and why are they important?
What is the difference between Collateral Operations Analyst vs Credit Analyst?
| Aspect | Collateral Operations Analyst | Credit Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree, financial certifications (e.g., CFA, FRM) | Bachelor's degree, financial certifications (e.g., CFA, CPA) |
| Work Environment | Financial institutions, trading desks, collateral management teams | Banks, lending institutions, credit departments |
| Employer & Industry Usage | Primarily in asset management, trading, and collateral management | In lending, banking, and credit risk assessment |
| Common Search & Comparison Intent | Understanding operational roles in collateral management | Assessing 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.
Full-time
Re-posted 10 days ago
Summit Credit Union rating
7.7
Based on 16 frontline employees who took The Breakroom Quiz
Job description
Join our team as a Business Portfolio Manager and play a key role in helping local businesses thrive. Join our team as a Business Portfolio Manager and play a key role in helping local businesses thrive.
Current opportunity:
*Cedarburg, *Greater Milwaukee/Racine
Provide portfolio support to the Business Relationship Managers by assisting in the gathering of critical information, monitoring loan/relationship performance, underwriting and documenting business loans assigned by VP Market Manager. The Business Portfolio Manager partners closely with assigned market’s Business Relationship Managers to execute on the commercial loan origination strategy by working directly with prospects, members and centers of influence (COI’s) to develop optimal financing structures to address borrowing needs. Responsible for the management of an assigned lending portfolio, including evaluation of ongoing credit risk, capacity to repay, adequacy of collateral, and loan conditions and covenants. Responsible for handling portfolio member inquiries, resolving issues with business deposit and loan accounts, delivering exceptional member service, and ensuring that all processes, procedures, letters, and documentation within areas of responsibility are contributing to a positive member experience.
Expected Outcomes
- Members receive outstanding accurate and timely service.
- Relationships with Credit and Operations teams are marked by clear communication and mutual respect.
- Proactive relationship management results in minimal administrative delinquent loans.
- Business Services is well represented at community events and local non-profits.
- Performance metrics demonstrate the attainment of key business objectives, including portfolio quality.
- Member experience and profitability are strengthened through the implementation and promotion of Business Services initiatives and the fostering of a service to sales culture.
Capability Requirements
- Bachelor's Degree in Business, Finance, or related field.
- Three or more years of experience in business services/banking as credit analyst, portfolio manager, or relationship manager; or combination of applicable work experience and education.
- Professional, well-developed interpersonal skills essential for interacting with credit union staff and
- Well-developed mathematical skills.
- Ability to work accurately with figures and perform detailed work with an extremely high degree of precision.
- Knowledge of business loan processing and servicing.
- Knowledge of laws and regulations that govern member business lending.
- Ability to interpret and follow written policies.
- Ability to work under pressure and multi-task, while maintaining professionalism and courtesy.
- Basic knowledge of Microsoft Word, Outlook and intermediate knowledge of Excel.
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