Credit Analyst I
DR Power LLP
## Credit Analyst IApplyremote type: Onsitelocations: Waukesha, WI - USAtime type: Full timeposted on: Posted Todayjob requisition id: JR14596# **We believe power is a promise - a shared commitment to be there for others when it matters most.** For more than 65 years, we've turned big ideas into solutions that help protect homes, strengthen businesses and build a more resilient, efficient, sustainable energy future. Ready to Power a Smarter World with us?In the role of Credit Analyst I working onsite in Waukesha, Wisconsin, you will be part of the Credit and Collections Team.The Credit Analyst I is responsible for reviewing and maintaining an assigned portfolio of accounts to ensure that A/R aging is within prescribed goals. This position is responsible for reviewing new customer orders to ensure that requirements are met prior to releasing and following up with customers or internal stakeholders in order to resolve any issues for orders on hold. The Credit Analyst I will participate in reviewing new credit applications to ensure that all necessary information is obtained, including pulling credit reporting, contacting references, and requesting financial information.**Major Responsibilities:*** Take ownership of assigned customer portfolio, reviewing and following up on overdue accounts professionally through email and collection calls to minimize aging.* Recommend, negotiate, and follow up on collection action plans for past due accounts .* Work with customers and internal departments to resolve any potential disputes or issues with invoices.* Provide regular updates to internal stakeholders (including Sales, Credit, and Finance management) regarding larger outstanding balances and/or issues causing delays in the order to cash process.* Monitor credit holds for assigned account portfolio.* Work with customers, Sales, and other internal or external stakeholders to address any issues preventing the release of orders.* Maintain customer collection files with pertinent documentation and document collection activity in accordance with policy.* Ensure proper account maintenance including account reconciliation, resolution of open chargebacks, credits and unapplied cash, and the application of necessary adjustments/offsets.* Perform regular review of customers over their credit limit in order to mitigate and resolve any issues.* Liaison with any third-party financing providers (floor plan financing) to resolve any authorization issues.* Respond to external credit inquiries on accounts.* Follow established guidelines to maximize sales while mitigating risk.**Minimum Job Requirements:****Education*** Associates degree or equivalent experience**Knowledge / Skills / Abilities*** Comfortable with de-escalation or conflict resolution* Strong communication skills – written, oral* Comfortable in MS Office, specifically Excel* Customer service skills* Problem solving* Strong organizational skills and attention to detail* Time Management* Self-driven* Works well in teams* Comfortable working in a fast paced, high work volume environment**Preferred Job Requirements:****Education*** Bachelor’s Degree**Work Experience*** Customer-facing roles* Experience working in credit and collections* Experience working in a business-to-business customer service role**Knowledge / Skills / Abilities*** Previous experience using SAP or equivalent ERP (Oracle, Peoplesoft, etc.)* Reliable decision-making abilities* Strong drive for results* Priority setting* Effective analytical skills#LI-BB1**Physical Demands:** While performing the duties of this job, the employee is regularly required to talk and hear; and use hands to manipulate objects or controls. The employee is regularly required to stand and walk. On occasion, the incumbent may be required to stoop, bend, or reach above the shoulders. The employee must occasionally lift up to 25 pounds. Specific conditions of this job are typical of frequent and continuous computer-based work requiring periods of sitting, close vision, and the ability to adjust focus. Occasional travel.*“We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status, or any other characteristic protected by law.”* #J-18808-Ljbffr
$55k
...About the Job Entry Level - Credit Analyst - To $55K - Waukesha, WI - Job # 3749 Who We Are: The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the...Suggested- ...Job Description POSITION SUMMARY: The Commercial Credit Analyst will support the lenders in underwriting requests for credit extensions to new and existing commercial loan clients. The right credit analyst will perform detailed financial analysis for all lending...SuggestedTemporary workInterim roleLocal area
$86.36k - $101.6k
...Agricultural Credit Analyst At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring...SuggestedTemporary workSeasonal workWork at officeLocal area$105k
...About the Job Sr. Credit Analyst - To $105K - Remote - Job # 3741. Who We Are: The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available...SuggestedWork at officeRemote work$25.63 - $34.18 per hour
...consistent financial statements spreads, quarterly trend analyses, and covenant tests in accordance with bank spreading standards and credit policies. Maintains a compliance monitoring database that tracks credit approval requirements and receipt of customer's financial...SuggestedTemporary workWork experience placement$75.82k - $89.2k
...One. Job Description Responsible for approving the extension of credit and/or making recommendations to the person(s) making the final... ...the person(s) making the final credit decision, the Credit Analyst conducts a complete credit analysis including gathering, analyzing...Full timeTemporary workWork experience placementLocal area- ...Assist customers with completing loan applications and gather necessary documentation. Evaluate customer's financial status, credit history, and debt-to-income ratio to determine loan eligibility with a thorough understanding of loan documentation criteria. Ensure...Work at office
$75k
...Making an initial review of the loan approval (Profile), using information available on the loan processing software system and credit file, obtaining required information for underwriting, and preparing loan closing documents. Preparing all necessary loan documents...- Are you a driven professional with a passion for helping people? Do you enjoy being the go-to person that people turn to for advice? If so, you may consider working at Accunet Mortgage. We are a top-ranked direct-to-consumer lender looking for motivated Loan Consultants...
- A financial services institution in Wisconsin is seeking a Business Services Loan Administrator to facilitate the loan closing process and manage communications between diverse stakeholders. The role requires a high school diploma and at least five years of experience ...Full time
- ...build strong lending relationships with existing customers, actively call on new prospective borrowers, have proficient knowledge in consumer commercial, and agriculture lending, structure, and terms, develop and analyze credit information, and more. #J-18808-Ljbffr...
$85k
Sr. Commercial Credit Analyst – To $85K – Waukesha, WI – Job # 3638 Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking...Work at office- Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with 14 full-service offices located throughout Waukesha County. Our strength as a successful and growing financial services provider is rooted in a long-standing commitment...
$120k
...~ Bachelor's degree preferred. ~5 to 10 years' experience in Commercial Lending Portfolio Management. ~ Strong knowledge of credit and lending policies. ~ Proficient in using PC software tools including Microsoft Office. ~ Banking financial analysis. ~ Strong...Work at office$20.48 - $24.57 per hour
...providing outstanding service to both internal and external members as defined by living and demonstrating the core values of the credit union; Act with Integrity, Drive Progress, Build & Strengthen Relationships and Keep People at the Core. What you can expect to do...Hourly payWeekly payFull timeLocal area- ...loan closing. Providing support to the lending staff by assisting in the collection of customer financial documents, building initial credit presentations and obtaining pre-closing documentation. In addition, obtains the necessary information and requirements for...Work at officeMonday to Friday
$41.71k - $65k
...appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and...Contract workPart timeLocal areaImmediate startDay shift$17 - $28.96 per hour
...opportunity to gain hands-on experience, complete banker certification, and advance within our organization. This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z. Key Accountabilities Deliver outstanding customer...Hourly payImmediate start$125k
...responsible for underwriting new commercial loan requests, renewals, and annual reviews, which includes the preparation of the appropriate credit analysis and risk rating package. Reviews collateral documents to include: appraisals, title policies, environmental reports,...- ...Commercial Loan Underwriter At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members' financial wellbeing, positively impact the communities we serve, and help...Work at office
$17 - $28.96 per hour
Job Overview At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated...Hourly pay$65k
...or similar roles Experience in loan sales, application processing, and loan closing at a financial institution Ability to explain credit bureau reports and manage loan documentation Experience selling ancillary insurance products Ability to build positive relationships...Work at office$19 - $24 per hour
...and convenient services through effective rapport building skills and proficient knowledge. Responsible for attaining established Credit Union and Branch goals through active participation in sales programs. Accurately and efficiently interpret and process a wide variety...Hourly pay16 hoursFull timeTemporary workPart timeWork experience placementImmediate startMonday to Friday$94.56k - $170.21k
Anticipated End Date: 2026-07-24 Position Title: Actuarial Analyst III Job Description: Actuarial Analyst III Location: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity...Full timeContract workTemporary workTraineeshipWork experience placementWork at officeLocal area2 days per week1 day per week- ...Landmark Credit Union Job Opportunity At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members' financial wellbeing, positively impact the communities we serve...Monday to FridayFlexible hours
$50 - $60 per hour
DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor. We're currently expanding into an exciting new area – teaching...Hourly payContract workFor contractorsWork experience placementRemote work- Digital Business Senior Portfolio Manager For more than 65 years, we've turned big ideas into solutions that help protect homes, strengthen businesses and build a more resilient, efficient, sustainable energy future. Ready to Power a Smarter World with us? In the...Work at office
- ...manner and inputs applicant data into Encompass. Analyzes applicant's financial status; including financial statements, tax returns, credit, and property evaluations (P+L Statements) incidental to originating loans, to determine feasibility of granting credit....Contract work
- Nature and Scope This position reports to the VP, Business Services Operations. Responsible for assisting the Business Services Department in member loan servicing, this role performs a variety of functions related to life-of-loan servicing of business loans accounts for...
$95k
...Job Description Job Description Sr. Credit Analyst – To $95K – Brookfield, WI – Job # 3730 Who We Are: The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing...Work at office
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