Credit Analyst

Green Bay, Wisconsin
Accounting
12-12-2018
The Bay Family of Companies-Corporate Office
Depends on Experience 
Full time
First Shift

Headquartered in Green Bay, Wisconsin, the Bay family of companies has grown from its humble beginnings as an overhead door company to be among America's largest producers and distributors of insulation materials for both commercial and residential properties. The Bay family includes nearly 1000 associates, more than 20 states and Canada, more than 85 divisions, 46 wholly owned subsidiaries.

The Bay Family of Companies are nationwide diversified businesses whose primary product lines include insulation, windows, and overhead doors; servicing commercial, retail and automotive customers around the globe. Our businesses encompass distribution, sales, service and manufacturing with operations in 22 states. Our operations encompass modern equipment and state-of-art technology. As a service-oriented company, we take pride in all our products and services. We use only the finest materials, holding each of our product lines to the highest standard of quality.

Maintain records of assigned customers who take goods and services on credit or on an installment basis and ensure that the company receives dues timely.  Must establish and maintain effective work relationships with new and existing customers through a high degree of professionalism and excellent interpersonal/communication skills.

Must be able to assist the Manager of Credit with recommendations on credit application approval/denial based on research and analysis.

 

Essential Duties and Responsibilities:

  • Reviews credit application

  • Maintaining construction lien rights per state requirements

  • 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

  • Issues Letter of Credit, Joint Check Agreement and other related documents

  • Coordinate activities with internal departments, such as Accounts Receivable and Invoicing

  • Ensures proper follow-up

  • Performs other related duties as required and assigned

     

     

    Education and Experience:

Associate’s degree in Finance or related field, preferred

2 or more years accounts receivable, finance and/or credit experience, preferred

 

Job Knowledge, Skills and Abilities:

  • 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 player.

  • Computer proficiency: Word and Excel.