Credit Analyst — Shape Credit Strategy & Client Success

The Bay Family of Companies; Green Bay (WI); On-site; USD 48,000 - 68,000; Full time

Job summary

The Bay Family of Companies in Green Bay, WI is seeking a Credit Analyst to manage credit for assigned accounts and maintain records for timely dues collection. You will work with customers to ensure professional relationships and effective communication with internal teams.

Responsibilities include reviewing credit applications, establishing lines of credit, and conducting financial analyses with 3rd party reports.

Qualifications

• Associate's degree in finance or related field.
• 2-5 years accounts receivable, finance and/or credit experience.
• Technical skills in account reconciliation, credit extensions, payment plans, etc.
• Planning and organization: an ability to plan and manage multiple projects.
• Strong customer orientation.
• Attention to detail.
• Problem analysis and problem resolution.
• Excellent interpersonal and communication skills.
• High-performance teams and a strong team.

Responsibilities

• Reviews credit application
• Establishes lines of credit
• Conducts financial analysis including 3rd party report review
• Makes recommendations to the Manager of Credit
• Prioritizes credit reviews for existing accounts
• Contacts customer and sales department
• Process & Maintain lien rights on customers in the divisions assigned
• Coordinate activities with internal departments, such as Accounts Receivable and Invoicing
• Ensures proper follow-up
• Performs other related duties as required and assigned

Skills

Interpersonal skills

Communication skills

Attention to detail

Planning & organization

Customer orientation

Problem analysis

Problem resolution

Education

Associate's degree in finance

Tools

Accounts receivable software

Job description

The Bay Family of Companies in Green Bay, WI is seeking a Credit Analyst to manage credit for assigned accounts and maintain records for timely dues collection. You will work with customers to ensure professional relationships and effective communication with internal teams.

Responsibilities include reviewing credit applications, establishing lines of credit, and conducting financial analyses with 3rd party reports.