Commercial Credit Analyst - Risk & Growth Insights

Wheels, LLC; Alpharetta (GA); Hybrid; USD 70,000 - 95,000; Full time

Job summary

Wheels, LLC is seeking a credit analyst who will analyze prospective clients using financial statements, review underwriting standards, and prepare detailed credit reports with risk assessment and recommendations.

The role requires collaboration with sales and cross-functional teams to develop financial dashboards and monitor existing clients for exposure. Hybrid onsite work in Alpharetta or Schaumburg preferred.

Qualifications

• Bachelor's degree in business or finance with formal commercial credit training.
• 3+ years of commercial credit analysis experience.
• Knowledge of credit laws and regulations.
• Strong communication with relationship managers and stakeholders.
• Proficient in MS Office and Salesforce.

Responsibilities

• Analyze prospective clients using financial statements and industry factors.
• Review credit applications against underwriting standards.
• Prepare detailed credit reports with risk assessment and recommendations.
• Perform ad-hoc data analysis and develop dashboards with cross-functional teams.
• Maintain credit files and monitor client portfolios.

Skills

Analytical skills

Communication skills

Time management

Relationship building

Organizational skills

Education

Bachelor's degree in business or finance

Tools

Microsoft Office

Salesforce

Job description

Wheels, LLC is seeking a credit analyst who will analyze prospective clients using financial statements, review underwriting standards, and prepare detailed credit reports with risk assessment and recommendations.

The role requires collaboration with sales and cross-functional teams to develop financial dashboards and monitor existing clients for exposure. Hybrid onsite work in Alpharetta or Schaumburg preferred.