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Credit Analyst

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Weisiger Group
Full Time position
Listed on 2025-12-21
Job specializations:
  • Finance & Banking
    Financial Analyst, Risk Manager/Analyst
  • Business
    Financial Analyst, Risk Manager/Analyst
Job Description & How to Apply Below

Join the Weisiger Group Team

As a family‑owned company under our fourth generation of leadership, we have built our business based on the principles of trust, integrity, and a desire to help our customers and employees succeed.

Since 1926, we’ve supported the strength of our communities by supplying equipment for critical infrastructure and commerce, and by funding programs that advance social and economic vitality. Being around for nearly 100 years means we change and pivot to capture opportunities and avoid challenges. We make smart investments in our company and continuously improve as part of our vision to be a trailblazing company that’s built to last.

We’re looking for hard‑working, team‑oriented professionals who enjoy working on new challenges every day. We believe our employees are the key to our success, and we’re committed to providing a work experience that helps our team grow to their full potential.

Join a leading solutions provider and be a part of a group of highly skilled technicians, sales and support team members who exist to serve as a trusted partner to our customers, communities, and fellow employees.

Summary

Under the supervision of Credit Manager, the credit analyst is responsible for researching and examining credit risks, assessing credit history and authorizing credit based on analysis of various reports. This position manages an account portfolio to ensure prompt receivable collections and minimizing bad debts.

The person in this position must be a team player and be able to prioritize multiple projects.

Essential Functions
  • Analyze credit risks based against company requirements in connection with granting credit approvals
  • Manages and conducts collections for the assigned account portfolio
  • Assist & coordinate equipment financing with 3rd party lenders
  • Review & negotiate favorable finance options with customers and lenders
  • Maintain credit history and customer data within the SAP business system
  • Reviews and releases (as appropriate) sales orders placed on credit hold
  • Negotiates terms and conditions for purchase orders or customer contracts
  • Assist with litigation files such as liens, lawsuits and judgments
  • Evaluates customer records and determines if account needs to be closed, credit limit reduced or extended, or collection attempted based on credit history
  • Conducts accounts receivable meetings with management team
  • Provide business users with training on billing requirements, system and credit related processes
  • Conducts branch and customer visits as additional level of support
  • Ensures compliance of policies and procedures
  • Investigates complaints, verifies accuracy of charges, or corrects errors to account
  • Handles incoming customer service calls from internal & external customers
  • Works on special credit department projects and completes other tasks as assigned
  • Other duties as assigned.
Supervisory Responsibilities

This job has no supervisory responsibilities.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualifying individuals to perform the essential functions.

Education and/or Experience
  • Associate’s degree required. Bachelor’s degree highly preferred.
  • At least 3+ years of credit and collections experience highly preferred
Computer Skills
  • Microsoft Office, SAP, DBS/AS400
Workplace Requirements

The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Demands

While performing the duties of this Job, the employee is regularly required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is frequently required to sit. The employee must frequently lift, carry, push, pull and /or otherwise move up to 25 pounds. Specific vision abilities required by this job include close vision, distance…

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