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Credit Analyst
Job in
Stoughton, Dane County, Wisconsin, 53589, USA
Listed on 2026-10-17
Listing for:
Roesseljoy
Full Time
position Listed on 2026-10-17
Job specializations:
-
Finance & Banking
Financial Compliance, Accounts Receivable/ Collections, Financial Analyst, Banking & Finance -
Accounting
Financial Compliance, Accounts Receivable/ Collections, Financial Analyst, Banking & Finance
Job Description & How to Apply Below
- Audit the customer master file to identify accounts with missing, incomplete, or expired credit applications, including newly acquired accounts.
- Build and work a prioritized backlog based on balance, credit exposure, and account activity.
- Contact customers by phone and email to request completed credit applications and supporting documents (trade and bank references, W-9s, tax exemption certificates, financial statements, and personal guarantees where required).
- Follow up persistently and professionally until documentation is received, and escalate unresponsive accounts.
- Review submitted applications for completeness and accuracy; verify trade and bank references and pull business credit reports.
- Analyze customer creditworthiness and recommend credit limits and payment terms to management.
- Maintain a renewal calendar and contact customers ahead of expiration dates so applications stay current.
- Update customer credit records in the accounting/ERP system and keep organized digital files.
- Partner with Collections Analysts, Billing, and Sales to resolve credit holds tied to missing documentation, and flag high-risk accounts.
- Track and report progress to management (backlog remaining, completion rate, upcoming expirations).
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