Mortgage Credit Analyst jobs in Milwaukee, WI

Mortgage Credit Analyst assesses the risk and creditworthiness of loan applicants and recommends loan approval, terms, or application denial. Gathers necessary credit, income, and tax information to conduct financial assessments. Being a Mortgage Credit Analyst reviews and verifies property appraisals, collateral value, and key indicators such as debt-to-income and loan-to-value ratios. Prepares a detailed credit analysis and summary using underwriting guidelines, risk assessment frameworks, and following applicable regulatory compliance. Additionally, Mortgage Credit Analyst may require a bachelor's degree. Typically reports to a manager. The Mortgage Credit Analyst work is closely managed. Works on projects/matters of limited complexity in a support role. To be a Mortgage Credit Analyst typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)

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Credit Analyst
  • Wacker Neuson
  • Menomonee Falls, WI FULL_TIME
  • JOB DESCRIPTION:

    Wacker Neuson America Corporation is going through unprecedented growth now, and into the foreseeable future. In addition to doubling our workforce size, we are targeted to double our revenue over the next several years. It is a very exciting time to be at Wacker Neuson!

    A new Credit Analyst position has opened due to this growth.

    The Credit Analyst role is an important customer facing role at Wacker Neuson. This is an excellent place to start and then develop your skill sets and move into positions with more responsibilities.

    The Credit Analyst’s primary role is to control the credit exposure of the organization relating to customer sales. This position will be responsible for minimizing risk to the company by evaluating new customers, establishing and monitoring credit limits, collecting on past due accounts and reconciling cash.

    This person will work directly with Senior Credit Analysts and Credit Manager on more complex issues.

    ESSENTIAL DUTIES AND RESPONSIBILITIES:

    Credit Management and Analysis
    • Assess and authorize customer credit limits in order to mitigate risk. Includes review and analysis of financial data, credit investigation using external sources and review of customer history within the organization.
    • Works with internal and external partners to complete necessary documentation in order to secure customer sales.
    • Monitors and manages the release of credit-hold orders
    • Reviews and maintains sales tax records.

    Customer Account Management
    • Communicates with customer accounts payable departments to ensure proper application of funds.
    • Reconciles outstanding invoices and credits.
    • Resolves customer discrepancies, disputes and complaints, working with other departments regarding returns, credits, warranty claims.
    • Performs cash application as needed.

    Accounts Receivable Collections
    • Conducts collection calls in order to expedite collection of Accounts Receivables.
    • Works with the sales force on critical credit related issues which would affect the ability to sell to the customers.

    Other
    • Participates in department projects and takes an active role on cross-functional teams to assist in driving quality improvements, processes, and initiatives.
    • Works with outside partners, when necessary, to facilitate the day to day account management (i.e. credit bureaus, finance providers, collection agencies).
    • Effectively communicates department payment policies and programs to the field and customers.
    • Works with customer service, sales operations, the field sales force and /or business systems area to ensure compliance with strategic document delivery requirements.

    Safety:
    • Performs all job functions in a safe manner and maintains safety awareness.
    • Reports known accidents, injuries and unsafe practices and/or conditions to supervisor.

    REQUIRED SKILLS:

    • A Bachelor’s Degree in Accounting or Finance related program.
    • A minimum of 1 year of Credit or Financial experience.
    • Ability to apply accounting principles to the analysis of a client’s financial statements, and secure a timely payment program while using commercial sensitivity, business insight and professional judgment.
    • Excellent verbal, written and public speaking skills.
    • Proven track record of developing and implementing process improvements.
    • Strong conflict resolution and problem solving skills.
    • Proficient computer skills including Word and Excel. SAP experience desired.
    • Ability to travel up to 10% of the time and must have a valid driver’s license.

    PHYSICAL DEMANDS AND/OR WORK ENVIRONMENT:

    While performing the duties of this job, the employee must be able to use a keyboard, calculator, and telephone. Frequent sitting, talking, hearing, and occasionally stand, stoop, kneel, crouch, crawl, lift (10 lbs.), and an ability to adjust vision for close vision work. Up to 10% of time spent in manufacturing environments around industrial equipment. Able to travel up to 10% to other Company locations. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    CONTACT:

    Mark Boeder
    Sr. Manager - Talent Acquisition
    Wacker Neuson - all it takes

    mark.boeder@wackerneuson.com

  • 11 Days Ago

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Credit Analyst
  • m2 Equipment Finance
  • Waukesha, WI FULL_TIME
  • m2 Equipment Finance is looking for a Credit Analyst to join our team. Primary duty is providing credit underwriting support to m2's credit function by performing a variety of administrative and analy...
  • 11 Days Ago

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Credit Analyst
  • QCR Holdings, Inc.
  • Waukesha, WI FULL_TIME
  • m2 Equipment Finance is looking for a Credit Analyst to join our team. Primary duty is providing credit underwriting support to m2's credit function by performing a variety of administrative and analy...
  • 11 Days Ago

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Credit Analyst
  • Bank Five Nine
  • Oconomowoc, WI FULL_TIME
  • We've been named a Top Place to Work for 14 years in a row...and we're hiring!As aCredit Analystyou'll#makelivesbetterby analyzing the financial condition of businesses applying for commercial credit;...
  • 5 Days Ago

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Credit Analyst
  • FIS
  • Milwaukee, WI FULL_TIME
  • Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Associate of Arts Travel Percentage : 1 - 5%Job DescriptionAre you curious, motivated, a...
  • 1 Month Ago

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Mortgage Loan Originator
  • Educators Credit Union
  • Milwaukee, WI FULL_TIME
  • Job Description: Interviewing, educating, and advising members of their mortgage options at Educators Credit Union. Providing members with the opportunity to become a homeowner.Keeps informed of curre...
  • Just Posted

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0 Mortgage Credit Analyst jobs found in Milwaukee, WI area

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Financial Clearance Representative Associate
  • Optum
  • Milwaukee, WI
  • $1,000 SIGN ON BONUS FOR EXTERNAL APPLICANTS Opportunities at Optum, in strategic partnership with Allina Health. As an ...
  • 3/19/2024 12:00:00 AM

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Gallery Advisor
  • Tesla Motors
  • Milwaukee, WI
  • The Role As a Tesla Gallery Advisor, you are at the forefront of our mission to accelerate the world's transition to sus...
  • 3/19/2024 12:00:00 AM

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Business Banking Relationship Manager
  • Wintrust Financial
  • Kenosha, WI
  • Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:...
  • 3/18/2024 12:00:00 AM

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Quality and Compliance Manager
  • The Judge Group
  • Milwaukee, WI
  • Our client is currently seeking a Quality Manager for a Beverage Manufacturing Facility in Wisconsin.Relocation Assistan...
  • 3/18/2024 12:00:00 AM

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SAP Finance/Controlling Manager
  • Accenture
  • Milwaukee, WI
  • We Are: Accentures SAP practice, and we bring the New to life using design thinking, agile development methodologies, an...
  • 3/18/2024 12:00:00 AM

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Director of Finance & Accounting - Remote
  • Driven Insights
  • Milwaukee, WI
  • Job Summary: Looking to build upon your track record as a SaaS finance professional in a rapidly growing segment of the ...
  • 3/17/2024 12:00:00 AM

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Financial Advisor - Lansing and Surrounding area
  • Thrivent
  • Milwaukee, WI
  • Be in Business for Yourself, not By Yourself Enjoy the rewards of building a financial practice helping clients make fin...
  • 3/16/2024 12:00:00 AM

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Mortgage Lock Desk Analyst
  • A+MORTGAGE
  • Muskego, WI
  • Job Description Job Description About the Job: The Lock Desk Analyst's primary responsibility will be to support the Loc...
  • 3/15/2024 12:00:00 AM

Milwaukee lies along the shores and bluffs of Lake Michigan at the confluence of three rivers: the Menomonee, the Kinnickinnic, and the Milwaukee. Smaller rivers, such as the Root River and Lincoln Creek, also flow through the city. Milwaukee's terrain is sculpted by the glacier path and includes steep bluffs along Lake Michigan that begin about a mile (1.6 km) north of downtown. In addition, 30 miles (48 km) southwest of Milwaukee is the Kettle Moraine and lake country that provides an industrial landscape combined with inland lakes. According to the United States Census Bureau, the city has ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Mortgage Credit Analyst jobs
$51,627 to $73,741
Milwaukee, Wisconsin area prices
were up 1.8% from a year ago

Mortgage Credit Analyst in Cleveland, OH
Analysts benefit from on-the-job training, online development tools and a culture that encourages continuing education.
November 27, 2019
Mortgage Credit Analyst in Brownsville, TX
The Mortgage Credit Analyst will work with loan officers, underwriters, closers, borrowers and referral sources to obtain accurate and timely loan information.
December 30, 2019
Mortgage Credit Analyst in Shreveport, LA
Become an expert on our internal credit and cash flow models.
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