Junior Credit Analyst jobs in Milwaukee, WI

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Credit Analyst
  • Wacker Neuson
  • Menomonee Falls, WI FULL_TIME
  • JOB DESCRIPTION:

    Wacker Neuson America Corporation is going through unprecedented growth now, and into the foreseeable future. In addition to doubling our workforce size, we are targeted to double our revenue over the next several years. It is a very exciting time to be at Wacker Neuson!

    A new Credit Analyst position has opened due to this growth.

    The Credit Analyst role is an important customer facing role at Wacker Neuson. This is an excellent place to start and then develop your skill sets and move into positions with more responsibilities.

    The Credit Analyst’s primary role is to control the credit exposure of the organization relating to customer sales. This position will be responsible for minimizing risk to the company by evaluating new customers, establishing and monitoring credit limits, collecting on past due accounts and reconciling cash.

    This person will work directly with Senior Credit Analysts and Credit Manager on more complex issues.

    ESSENTIAL DUTIES AND RESPONSIBILITIES:

    Credit Management and Analysis
    • Assess and authorize customer credit limits in order to mitigate risk. Includes review and analysis of financial data, credit investigation using external sources and review of customer history within the organization.
    • Works with internal and external partners to complete necessary documentation in order to secure customer sales.
    • Monitors and manages the release of credit-hold orders
    • Reviews and maintains sales tax records.

    Customer Account Management
    • Communicates with customer accounts payable departments to ensure proper application of funds.
    • Reconciles outstanding invoices and credits.
    • Resolves customer discrepancies, disputes and complaints, working with other departments regarding returns, credits, warranty claims.
    • Performs cash application as needed.

    Accounts Receivable Collections
    • Conducts collection calls in order to expedite collection of Accounts Receivables.
    • Works with the sales force on critical credit related issues which would affect the ability to sell to the customers.

    Other
    • Participates in department projects and takes an active role on cross-functional teams to assist in driving quality improvements, processes, and initiatives.
    • Works with outside partners, when necessary, to facilitate the day to day account management (i.e. credit bureaus, finance providers, collection agencies).
    • Effectively communicates department payment policies and programs to the field and customers.
    • Works with customer service, sales operations, the field sales force and /or business systems area to ensure compliance with strategic document delivery requirements.

    Safety:
    • Performs all job functions in a safe manner and maintains safety awareness.
    • Reports known accidents, injuries and unsafe practices and/or conditions to supervisor.

    REQUIRED SKILLS:

    • A Bachelor’s Degree in Accounting or Finance related program.
    • A minimum of 1 year of Credit or Financial experience.
    • Ability to apply accounting principles to the analysis of a client’s financial statements, and secure a timely payment program while using commercial sensitivity, business insight and professional judgment.
    • Excellent verbal, written and public speaking skills.
    • Proven track record of developing and implementing process improvements.
    • Strong conflict resolution and problem solving skills.
    • Proficient computer skills including Word and Excel. SAP experience desired.
    • Ability to travel up to 10% of the time and must have a valid driver’s license.

    PHYSICAL DEMANDS AND/OR WORK ENVIRONMENT:

    While performing the duties of this job, the employee must be able to use a keyboard, calculator, and telephone. Frequent sitting, talking, hearing, and occasionally stand, stoop, kneel, crouch, crawl, lift (10 lbs.), and an ability to adjust vision for close vision work. Up to 10% of time spent in manufacturing environments around industrial equipment. Able to travel up to 10% to other Company locations. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    CONTACT:

    Mark Boeder
    Sr. Manager - Talent Acquisition
    Wacker Neuson - all it takes

    mark.boeder@wackerneuson.com

  • 20 Days Ago

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Credit Analyst
  • Robert Half
  • Waukesha, WI PER_DIEM
  • Robert Half is currently seeking an experienced Credit Analyst to provide underwriting support by performing key administrative and analytical tasks. The ideal candidate will have a background in anal...
  • 1 Day Ago

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Credit Analyst
  • Wisconsin Women's Business Initiative Corporation
  • Milwaukee, WI FULL_TIME
  • Wisconsin Women’s Business Initiative Corporation Credit Analyst Reports To: Director of Lending FLSA: Non-Exempt The credit Analyst is a part-time position and will be responsible for producing appro...
  • 12 Days Ago

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Credit Analyst
  • m2 Equipment Finance
  • Waukesha, WI FULL_TIME
  • m2 Equipment Finance is looking for a Credit Analyst to join our team. Primary duty is providing credit underwriting support to m2's credit function by performing a variety of administrative and analy...
  • 1 Month Ago

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Regional Credit Analyst
  • Manitou Group
  • West, WI FULL_TIME
  • Job Id: 43347 Job Family: Finance Location: West Bend, WI, US, 53095-0179 Employment Type: Permanent Set Your Future IN MOTION Manitou is purposefully committed to you, its people. We continue to elev...
  • 8 Days Ago

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Credit Analyst I
  • Generac Power Systems
  • Waukesha, WI FULL_TIME
  • Company Generac Power Systems Name Credit Analyst I Req # 64291 Employment Type Full Time Shift 1st At Generac, our people help make the world safer, brighter, and more productive. We are united by ou...
  • 11 Days Ago

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0 Junior Credit Analyst jobs found in Milwaukee, WI area

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Senior Systems Analyst (Full-Time)
  • Milwaukee Area Technical College
  • Milwaukee, WI
  • Salary: $32.51 - $40.64 Hourly Location : Milwaukee, WI Job Type: Full-Time Remote Employment: Flexible/Hybrid Job Numbe...
  • 4/24/2024 12:00:00 AM

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Accountant
  • Serve You Rx
  • Milwaukee, WI
  • Serve You Rx is searching for an Accountant I. This person will join Serve You Rxs Accounting & Analytics team to work c...
  • 4/24/2024 12:00:00 AM

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Sr. Tax Associate
  • Jobot
  • Milwaukee, WI
  • Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!Job detailsSr. Tax Assoc...
  • 4/24/2024 12:00:00 AM

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Accounts Payable/ Payroll Coordinator
  • Staffpros
  • Milwaukee, WI
  • Job Description Job Description A prominent machining manufacturer in Milwaukee is looking for an accounts payable/billi...
  • 4/24/2024 12:00:00 AM

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Tax Director
  • Experis
  • Milwaukee, WI
  • Our client who designs, manufactures and distributes power transmission equipment is seeking a Tax Director to join thei...
  • 4/23/2024 12:00:00 AM

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Field Collector-Seasonal
  • WEC Energy Group
  • Milwaukee, WI
  • WEC Energy Group is one of the nation’s largest electric generation and distribution and natural gas delivery holding co...
  • 4/22/2024 12:00:00 AM

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Accounting Assistant, Bookkeeper
  • Baker Tilly US, LLP
  • Milwaukee, WI
  • Overview Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coa...
  • 4/22/2024 12:00:00 AM

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Field Collector-Seasonal
  • Wec Energy Group
  • Milwaukee, WI
  • WEC Energy Group is one of the nations largest electric generation and distribution and natural gas delivery holding com...
  • 4/21/2024 12:00:00 AM

Milwaukee lies along the shores and bluffs of Lake Michigan at the confluence of three rivers: the Menomonee, the Kinnickinnic, and the Milwaukee. Smaller rivers, such as the Root River and Lincoln Creek, also flow through the city. Milwaukee's terrain is sculpted by the glacier path and includes steep bluffs along Lake Michigan that begin about a mile (1.6 km) north of downtown. In addition, 30 miles (48 km) southwest of Milwaukee is the Kettle Moraine and lake country that provides an industrial landscape combined with inland lakes. According to the United States Census Bureau, the city has ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Junior Credit Analyst jobs
$49,457 to $64,308
Milwaukee, Wisconsin area prices
were up 1.8% from a year ago

Junior Credit Analyst
Complete a review of AUS findings, analyze loan information, verify credit and file quality and obtain any applicable missing/additional documentation when required.
October 26, 2022
Reporting to the Head of Investment Research, the Junior Credit Research Analyst is responsible for assisting with fundamental investment research across the public and private credit markets.
November 27, 2022
Assist in the review and analysis of third party quality control audits by utilizing expertise and underwriting knowledge to render sound, common sense decisions based on analysis of loan parameters and documentation.
December 14, 2022
Attend Credit Committee meetings, bank meetings and Lender meetings on new and existing clients.
February 07, 2023
Manage the loan-level rebuttal process between counterparties and QC vendor and provide appropriate feedback when required.
March 01, 2023
Monitor corporate bond portfolio, report on material developments, establish and maintain issuer monitor and watch lists, proactively communicate potential risks, and identify potential sales candidates for discussion with portfolio managers and broader investment team.
March 08, 2023
Review and analyze business plans of prospective clients.
March 19, 2023
Provide support in ensuring applicable credit policies, procedures, and process maps are accurate and updated appropriately.
April 30, 2023
Organize data requirements for separate account relationships.
May 09, 2023
Request, input, and analyze borrower financial statements.
May 16, 2023