Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Credit Analyst

Haynes and Boone

This exempt position is responsible for performing timely, thorough client credit reviews and risk assessments to support informed business intake, billing, and collections decisions across the firm. This includes assessing the creditworthiness of potential clients, monitoring existing clients, and coordinating terms of credit. The Credit Analyst will work closely with the Credit Manager, New Business Intake team, billing attorneys, and the Billing and Collections teams to resolve client collections issues and improve the firm's overall credit risk management strategy. Essential Duties Review client and new matter intake requests for new and existing clients to assess creditworthiness, financial condition, business reputation, payment history, and overall risk profile using available credit, financial, firm, and publicly available information Support the Credit Manager in recommending appropriate credit terms, retainers, billing arrangements, and risk mitigation measures for new and existing clients Conduct research on prospective and existing clients, including corporate structure, industry risk, litigation or bankruptcy indicators, payment trends, and other factors relevant to client business risk Prepare and document retainer recommendations and other credit controls consistent with firm policy, client risk profile, and guidance from the Credit Manager Partner with the Collections team to prepare clear, actionable creditworthiness summaries and identify matters requiring escalation to the Credit Manager or other firm leadership Collaborate with billing attorneys, leadership, and the Credit Manager to resolve client credit concerns, collections issues, payment delays, and related risk matters in a timely and professional manner Maintain organized documentation of credit reviews, recommendations, approvals, and follow-up actions to support transparency, consistency, and audit readiness Monitor changes in client financial condition, payment behavior, ownership, or other risk indicators and communicate material concerns to the Credit Manager Other duties as assigned Other Duties Other duties as assigned Reporting Relationship This Credit Analyst position reports to the Credit Manager Direct Reports: None Qualifications Knowledge/Experience Previous experience in financial analysis, credit analysis or credit management is highly preferred. Relevant certifications in credit management are a plus. Experience using credit reporting, financial research, and business intelligence tools, including S&P Capital IQ, Experian Business IQ, Dun & Bradstreet, Coface, or comparable platforms is a plus. Experience in a law firm, partnership, or other professional services environment is preferred. Skills Demonstrated experience performing credit analysis, financial research, risk assessment, or related finance operations work Ability to interpret financial, credit, and public-record information and translate findings into practical, business-oriented recommendations Self-motivated professional with strong interpersonal skills, discretion, and the ability to work effectively with attorneys, clients, and staff across all organizational levels Strong analytical, research, and critical-thinking abilities, with attention to detail and a commitment to accuracy, consistency, and sound judgment Ability to prioritize and handle multiple tasks in a fast-paced, changing environment Excellent oral and written communication skills, including the ability to summarize complex credit or risk issues clearly for attorneys, managers, and leadership Advanced MS Excel, Word, and Outlook skills with the ability to learn new software tools. Intapp Intake and 3E are preferred but not required Ability to manage confidential information with professionalism and good judgment Familiarity with law firm billing, collections, intake, conflicts, or client/matter lifecycle processes is preferred Education A Bachelor’s degree in finance, accounting, business, or a related field Physical Demands Must be able to move around the office up to 15% of the time to make copies, fax, file, etc. Remains stationary at least 85% of the time. This position operates computers and other office productivity machines (e.g., fax machine, copier, printer, etc.) on a regular basis. Occasionally required to move documents or files weighing up to 15 lbs. This position requires constant communication and exchange of information with the Firm attorneys, clients and staff. This position must be able to inspect and observe information on a computer screen at least 80% of the time. Working Conditions Office environment. At Haynes and Boone, our people are the driving force behind our success. Because we value the role every individual plays in how we deliver exceptional legal services, we hire people who will contribute to our professional reputation, enhance client relationships and share in our success. Haynes and Boone is one of the largest law firms in Dallas, and it continues to grow. In 2023, Haynes and Boone moved its headquarters to a new 27–story office tower in the Harwood District of uptown Dallas. Lawyers in our Dallas office serve all the firm’s practice and industry areas – including corporate, litigation, banking/finance, insurance law, healthcare law, labor and employment, estate planning, real estate, bankruptcy, intellectual property, white collar crime, and antitrust. Our Dallas lawyers are widely recognized in their practice areas in publications such as The Best Lawyers in America directory (Woodward/White, Inc.) and the Chambers USA legal directory (Chambers & Partners). This office attracts high-energy, technically proficient people who enjoy working in a collegial environment. We are committed to having an inclusive workforce that reflects our communities, and we seek highly motivated lawyers and staff who value our culture of respect and teamwork. Haynes Boone is among the fastest-growing firms in the Am Law 100, providing full-service counsel across sectors, including corporate, energy, financial services, real estate, restructuring, litigation, intellectual property and specialty transactions. The firm represents companies at all stages – many in the Fortune 500 and S&P 500 and hundreds that are well-funded, exchange-listed, privately held and/or in emerging-growth mode. More than 700 lawyers practice across 19 global offices in California, Colorado, Illinois, New York, North Carolina, Texas, Virginia, Washington, D.C., London, Mexico City and Shanghai. Our Vision of Success: Excellence in inclusion and engagement is a Haynes and Boone core value. We recruit the best and the brightest and seek to attract, retain, and promote individuals who reflect the global marketplace, our clients, and the communities we serve. We strive to create an environment in which each individual at every level has the opportunity to succeed professionally, regardless of age, disability, ethnicity, gender, gender identity and expression, national origin, parental status, race, religion, sexual orientation, and/or socio-economic experiences. We recognize that our commitment to inclusion and engagement enhances our other core values of commitment to client service and a teamwork culture. Our Culture and Values: Our actions and decisions are driven by our culture and core values: A client-first focus that demands superior service Teamwork Accountability Mutual respect and trust Civility and humility Inclusion and engagement Highest ethical standards Planning for the firm's long-term best interests The greater good of the firm over the individual Sound financial management Long-term stability Community and civic engagement Our Brand: A unique culture and work environment An exceptional law firm to work for and to be from Leaders in energy, technology, financial services, and private equity Understands and delivers value solutions Works cooperatively with non-legal service providers to deliver integrated solutions A community leader and influencer Commitment to wellness for attorneys and staff #J-18808-Ljbffr

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Credit Analyst in Wausau, WI vacancy
  •  ...Our customer is a Commercial Lending Company. The SBA Credit Analyst will work as part of a small team to underwrite SBA loans to mitigate risk. Ideally the right candidate will have 1-3 years of SBA underwriting and loan modification experience. You will review tax returns... 
    Suggested

    Babich & Associates

    Wausau, WI
    5 days ago
  • Responsibilities Review residential mortgage loan files for accuracy, completeness, and compliance with agency, originator, and/or investor guidelines. Identify conditions and findings; review trailing documents as needed. Ensure all required documents are present and ...
    Suggested
    Work experience placement
    Work at office

    Jobtailor

    Wausau, WI
    3 days ago
  • $69.3k - $115.5k

     ...health for patients, our communities, and our people. If you want to be part of tomorrow’s health today, we want to hear from you. The Credit & Collections Manager — 3PL A/R leads a team responsible for managing a high-profile Accounts Receivable portfolio across the 3PL... 
    Suggested

    McKesson

    Wausau, WI
    5 days ago
  • Click n' Close, Inc in Wisconsin is seeking a Loan Originator to guide clients through the loan process from application to closing. This role involves assessing financial needs, gathering documentation, and ensuring compliance with regulations. Key responsibilities include...
    Suggested

    Click n' Close, Inc

    Wausau, WI
    4 days ago
  • Loan Originator A loan originator guides clients through the loan process, from application to closing, by assessing their financial needs, gathering necessary documentation, and ensuring compliance with regulations. Key duties include building client relationships, maintaining...
    Suggested

    Click n' Close, Inc

    Wausau, WI
    4 days ago
  • $31.2k

     ...Join to apply for the Mortgage Loan Originator II role at Amplify Credit Union As a growing, tech‑focused credit union, Amplify Credit Union delivers value to our members through our products and impact to our community through our profits. That unique intersection... 
    Full time
    Part time
    Work at office
    Local area
    Immediate start
    Remote work

    Amplify Credit Union

    Wausau, WI
    2 days ago
  • Sunflower Financial Inc. is hiring a Mortgage Loan Originator. Candidates must have 2+ years of mortgage sales experience and live in select states. You will develop, lead, and originate mortgage loans, interview applicants, and assist in obtaining additional data. This...
    Live in

    Sunflower Financial Inc.

    Wausau, WI
    5 days ago
  • AmeriHome Mortgage Company, LLC is hiring a Mortgage Underwriter I. The role involves reviewing Conventional and Government loans, managing the underwriting pipeline, and ensuring compliance with guidelines. The successful candidate will have over 3 years of experience...
    Hourly pay
    Remote work

    AmeriHome Mortgage Company, LLC

    Wausau, WI
    5 days ago
  • 2 days ago Be among the first 25 applicants Merchants Mortgage & Trust Corporation (“MMTC”) is a private real estate lender headquartered in Denver, Colorado. MMTC specializes in short term residential bridge loans for Fix & Flip investors, commercial loans, construction...
    Full time
    Temporary work
    Work at office
    Remote work

    Merchants Mortgage & Trust

    Wausau, WI
    1 day ago
  • Western Alliance Bancorporation is seeking a Mortgage Underwriter I to perform essential reviews on various loan types, including FHA and VA. This role requires at least 3 years of relevant experience in the mortgage industry and entails managing individual pipelines and...
    Hourly pay
    Remote work

    Western Alliance Bank

    Wausau, WI
    16 hours ago
  • Job Type Full-time Description Mortgage Loan Originator **MUST live and be based out of CO, KS, TX, MO, NM, WA, MI, or AZ ONLY **MUST have 2+ years of mortgage lending /sales experience Great Compensation Plan with Amazing Benefits! At Sunflower Bank, we’re experiencing...
    Full time
    Flexible hours

    Sunflower Financial Inc.

    Wausau, WI
    4 days ago
  •  ...Commercial Loan Officer Angott Search Group is partnering with a well-established Wisconsin-based credit union to identify a relationship-driven commercial loan officer to join their growing lending team. This role is ideal for a motivated commercial lender who... 
    Local area

    Park Avenue Group

    Wausau, WI
    4 days ago
  • $140k - $190k

     ...component of the relationship. Demonstrate the ability to be a calling officer and prospect for new loans. Demonstrate superior credit skills and loan management abilities for presenting new loans for approval and also maintain existing loan portfolio. Develop... 
    Full time
    Bank staff
    Local area
    Remote work

    Financial Staffing

    Wausau, WI
    2 days ago
  • We are seeking a motivated and customer-focused Loan Office r to join our growing team. The ideal candidate is self-driven, knowledgeable in residential lending, and comfortable managing the loan process from application through closing. This role has flexibility for Hybrid...
    Work at office
    Remote work
    Flexible hours

    West Capital Lending

    Wausau, WI
    2 days ago
  • $110k - $135k

    What You’ll Do As an Associate Actuary at Imagine Pediatrics, you will leverage your actuarial expertise to conduct and present analytics on several fronts. Key projects will include forecasting, budgeting, and analyzing the financial and clinical value proposition that...
    Temporary work

    Imagine Pediatrics

    Wausau, WI
    5 days ago
  • $150k - $200k

    ## Associate Director & Actuary, Life InsuranceApplylocations: TX-Houston: 101 Hudson Street, Jersey City, NJ: 21650 Oxnard Street, Woodland Hills, CAtime type: Full timeposted on: Posted Todayjob requisition id: JR2501571Who We Are At Corebridge Financial, we believe action...
    Work at office
    Local area
    Immediate start
    Remote work

    Corebridge Financial, Inc.

    Wausau, WI
    2 days ago
  •  ...Overall GPA 3.0 or higher; Math or Actuarial GPA 3.5 or higher Passing grade on at least three actuarial exams Prior experience as an analyst supporting pension plan valuations and/or actuarial consulting teams Demonstrated expertise with Microsoft, particularly Excel... 

    Ascensus

    Wausau, WI
    3 days ago
  • $143.62k - $229.79k

    Job Description As a Consulting Actuary - ACA Risk Adjustment, you will play a pivotal role in delivering a wide array of actuarial and analytical services for our organization. Responsibilities include leading pricing strategies and actuarial initiatives for business ...

    Blue Cross and Blue Shield of North Carolina

    Wausau, WI
    2 days ago
  • A leading insurance firm is seeking an experienced Pricing Actuary to join their Pricing & Analytics team. This role supports CFC's US operations through effective pricing strategies. The ideal candidate will have deep expertise in pricing for admitted and E&S insurance...
    Remote work

    CFC Inc

    Wausau, WI
    5 days ago
  • $112.2k - $202.6k

    Health Care Service Corporation is looking for a Sr Managing Actuary to manage and analyze actuarial models. This hybrid role requires in-office attendance for three days a week and offers a dynamic environment where actuarial principles are applied for pricing and underwriting...
    Work at office
    3 days per week

    Health Care Service Corporation

    Wausau, WI
    5 days ago
  • $113k - $125k

     ...your skills and experience — talk with your recruiter to learn more. Base pay range $113,000.00/yr - $125,000.00/yr Senior Actuarial Analyst Senior Actuarial Analyst Come work for a stable organization with a solid plan for growth. Texas based client is seeking a talented... 
    Full time
    Remote work

    DW Simpson & Company

    Wausau, WI
    1 day ago
  • $100k

    A leading investment bank is seeking an Investment Banking Associate based in Houston, Texas. The role involves managing banking transactions, collaborating with team members, and preparing essential marketing materials. The ideal candidate will have a Bachelor’s degree...

    Piper Sandler & Co

    Wausau, WI
    5 days ago
  • Job Duties: Associate, Project Management with Goldman Sachs & Co. LLC in Dallas, Texas. Work with cross-functional teams to design, implement, and deliver complex and strategic cross-divisional technological initiatives. Coordinate with a broad group of stakeholders to...
    Work experience placement

    The Goldman Sachs Group

    Wausau, WI
    5 days ago
  • Fund Accounting Supervisor – Hybrid (Dallas, TX or Raleigh, NC). Visa sponsorship will not be offered at this time. Job Overview As a Fund Accounting Supervisor at HedgeServ, you will oversee the daily fund accounting operations, ensuring timely and accurate NAV calculations...

    HedgeServ

    Wausau, WI
    3 days ago
  • $132.2k - $257.1k

    AXA Group is seeking an Executive Underwriter in New York to join an established team. This role involves leading complex underwriting for accounts, collaborating on product strategy, and ensuring compliance with insurance regulations. Candidates should have extensive experience...

    AXA Group

    Wausau, WI
    3 days ago
  • $21 - $26 per hour

    If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. LOAN SERVICING SPECIALIST Full Time Montgomery, NY, US 1 Attachments 5 days ago Requisition ID: 1135 Salary Range...
    Hourly pay
    Full time
    Part time
    Work at office
    Flexible hours

    Walden Savings Bank

    Wausau, WI
    4 days ago
  • Overview The Senior Underwriter administers the underwriting agencies within their assigned territory. Completes work in compliance with company underwriting, authority, and pricing standards. Maintains a solid understanding of AmTrust’s mission, vision, and values. Upholds...
    Work experience placement
    Home office
    Flexible hours
    Night shift

    AmTrust Financial

    Wausau, WI
    1 day ago
  • Overview We invent the new to help the world move forward. Combining powerful analytics and deeper insights with bigger ideas and innovative solutions, we free up our clients’ potential, thereby fulfilling our own. Take it seriously. Make it fun. Know it matters. Our Wholesale...

    AXA Group

    Wausau, WI
    3 days ago
  • Burns & Wilcox, the flagship organization of H.W. Kaufman Group, is North America’s leading wholesale insurance broker and underwriting manager. Burns & Wilcox offers wide ranging and comprehensive solutions to serve retail insurance brokers and agents of all sizes, from...
    Worldwide

    Burns & Wilcox

    Wausau, WI
    17 hours ago
  •  ...UnitedHealth Group is seeking a Commercial Loan Closing Analyst for a national remote role, enabling telecommuting from anywhere in the...  ...documents are complete, respond to inquiries, and collaborate with credit teams to produce audit-ready files. #J-18808-Ljbffr... 
    Remote work

    UnitedHealth Group

    Wausau, WI
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Credit Analyst. Be the first to apply!