Financial Analyst I - Credit
Financial Analyst I - Credit
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Salary Not Disclosed
1 Vacancy
Job Description
DIVISION:
CorporatePOSITION SUMMARY
The Financial Analyst I is responsible for performing basic credit analysis in accordance with general credit procedures and guidelines. Work involves exercise of sound judgment critical thinking and credit analysis within prescribed procedures with minimal supervision.This position will be located at our Corporate Office in Appleton WI with inoffice expectations four days/week (Monday Thursday) with Fridays as an optional inoffice or work from home day depending on business need.
JOB RESPONSIBILITIES
- Gather investigate and evaluate the credit background of incoming applicants acquisition accounts and existing customers using multiple data sources and where applicable analyzing financial statements
- Determine appropriate terms of payment and any required collateral to support the recommended credit limit
- Develop comprehensive written recommendations where required for assigned customer credit limits
- Timely communicate credit limits and security requirements to appropriate sales marketing and management associates
- Where needed professionally interact with applicants and customers to obtain and/or review credit and financial information required as part of the credit due diligence process
- Timely prepare and disseminate credit activity reports to sales marketing and management associates and advise them on any potential recommended actions
- Actively participates and engages in the implementation of Credits strategic initiatives
- Understands and adheres to Credits internal controls and policies
- Live our values of High Performance Caring Relationships Strategic Foresight and Entrepreneurial Spirit
- Find A Better Way by championing continuous improvement and quality control efforts to identify opportunities to innovate and improve efficiency accuracy and standardization
- Actively seeks training and continuous learning opportunities
- Support corporate efforts for safety government compliance and all other company policies & procedures
- Perform other related duties as required and assigned
QUALIFICATIONS
Required:
- Bachelors degree with emphasis in accounting or finance preferred
- Resourceful and selfmotivated with the ability to troubleshoot independently.
- Strong analytical and problemsolving skills; ability to assess situations and make decisions based on data while drawing from previous experience
- Demonstrated critical thinking ability seek to understand mentality
- Ability to work independently in a high volume environment
- Basic ability to analyze multiple types of financial statements for individuals and businesses
- Basic knowledge of business legal structures
- Strong attention to detail and proficiency in Excel Word and Outlook
- Negotiation skills required
- Strong professional verbal and written communication skills
- Ability to prioritize workload and shift as necessary
Preferred:
- 13 years prior credit investigation and evaluation experience in a highvolume credit environment
U.S. Venture requires that a team member have and maintain authorization to work in the country in which the role is based. In general U.S. Venture does not sponsor candidates for nonimmigrant visas or permanent residencyunless based on business need.
U.S. Venture will not accept unsolicited resumes from recruiters or employment agencies. In the absence of an executed recruitment Master Service Agreement there will be no obligation to any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement U.S. Venture shall reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes including those submitted to hiring managers shall be deemed the property of U.S. Venture.
U.S. Venture Inc. is an equal opportunity employer that is committed to inclusion and diversity. We ensure equal opportunity for all applicants without regard to race color religion sex sexual orientation gender gender identity or expression marital status age national origin disability veteran status genetic information or other protected characteristic. If you need assistance or an accommodation due to a disability you may call Human Resources at (920).
Required Experience:
IC
Employment Type
Full-Time
