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

  • 22 Days Ago

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Credit Analyst
  • Robert Half
  • Waukesha, WI PER_DIEM
  • Robert Half is currently seeking an experienced Credit Analyst to provide underwriting support by performing key administrative and analytical tasks. The ideal candidate will have a background in anal...
  • 2 Days Ago

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Credit Analyst
  • Wisconsin Women's Business Initiative Corporation
  • Milwaukee, WI FULL_TIME
  • Wisconsin Women’s Business Initiative Corporation Credit Analyst Reports To: Director of Lending FLSA: Non-Exempt The credit Analyst is a part-time position and will be responsible for producing appro...
  • 13 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...
  • 1 Month Ago

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Mortgage Loan Originator- Grafton
  • LANDMARK CREDIT UNION
  • Grafton, WI FULL_TIME
  • At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members’ financial wellbeing, positively i...
  • 17 Days Ago

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Mortgage Loan Originator- Hartford
  • Landmark Credit Union
  • Hartford, WI FULL_TIME
  • At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members' financial wellbeing, positively i...
  • 28 Days Ago

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0 Mortgage Credit Analyst jobs found in Milwaukee, WI area

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Financial Representative Trainee - Milwaukee, WI
  • Mutual Of Omaha
  • Milwaukee, WI
  • Financial Representative Trainee - Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 502870 Categor...
  • 4/26/2024 12:00:00 AM

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Assistant Director Financial Planning & Analysis - FinOps
  • Northwestern Mutual Life Insurance Company
  • Milwaukee, WI
  • At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive diff...
  • 4/26/2024 12:00:00 AM

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Senior Financial Analyst
  • Cielo Talent
  • Milwaukee, WI
  • The ideal candidate will be responsible for managing multiple financial analysis projects at the same time. At month end...
  • 4/26/2024 12:00:00 AM

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Pricing and Billing Administrator - Milwaukee, WI
  • U.S. Bank
  • Milwaukee, WI
  • At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarte...
  • 4/26/2024 12:00:00 AM

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Financial Representative Trainee - Starting at $16/hr
  • Mutual of Omaha
  • Milwaukee, WI
  • Financial Representative Trainee - Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 502870 Categor...
  • 4/25/2024 12:00:00 AM

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Financial Representative Trainee - Milwaukee, WI
  • Mutual Of Omaha
  • Milwaukee, WI
  • Financial Representative Trainee - Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 502870 Categor...
  • 4/25/2024 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...
  • 4/24/2024 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:...
  • 4/22/2024 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
$51,976 to $74,247
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.
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Mortgage Credit Analyst in Shreveport, LA
Become an expert on our internal credit and cash flow models.
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