Lending & Credit Operations Lead

CSM Companies, Inc; Madison (WI); On-site; USD 70,000 - 95,000; Full time

Job summary

CSM Companies, Inc. in Madison, WI seeks a Business Manager to support the lending and leasing process for CSM Financial and Premier Leasing.

You will collaborate with business units, ensure accounting accuracy, and leverage CSM systems to provide decision-making information. This role focuses on billing, data entry, credit underwriting, dashboards, process improvements, and automation; travel may be required.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field.
• Familiarity with equipment sales and financing preferred.
• Ability to read, analyze, and interpret loan documents and financial statements.
• Detail-oriented with excellent planning and organizational skills.
• Effective written and oral communication and professional demeanor.

Responsibilities

• Provide support for the lending or leasing/rental business process.
• Collaborate with business units and Corporate Accounting to ensure accounting accuracy.
• Identify and implement process improvements in the lending/leasing workflow.
• Oversee scheduled billing, recording customer payments and data entry functions.
• Conduct credit underwriting tasks including reviewing credit reports and financial statements.
• Lead past due payment collections and streamline credit applications.
• Maintain and enhance Power BI dashboards and automate routine tasks.
• Travel as required by the role.

Skills

Analytical thinking

Attention to detail

Communication skills

Team collaboration

Problem solving

Education

Bachelor's degree in Finance or Accounting

Tools

Power BI

Aspire

Fusion

PFC sites

PLC sites

Job description

CSM Companies, Inc. in Madison, WI seeks a Business Manager to support the lending and leasing process for CSM Financial and Premier Leasing.

You will collaborate with business units, ensure accounting accuracy, and leverage CSM systems to provide decision-making information. This role focuses on billing, data entry, credit underwriting, dashboards, process improvements, and automation; travel may be required.