Insight Investments Corporate Office - Costa Mesa, CA

Sr. Vendor Credit Analyst

US-CA-Costa Mesa
Job ID
2017-1281
Type
Regular Full-Time

Responsibilities

  • Pull D&B’s, Paynet, and website information
  • Enter smaller deal information into an app-only portal quickly and efficiently
  • Prepare credit analysis and provide opinions and recommendations on proposed credit and potential risk
  • Communicate credit decisions to the sales team via our internal system
  • Request credit applications and/or review a financial packages
  • Prepare credit analysis and provide opinions and recommendations on proposed credit and potential risk
  • Maintain customer information in LeaseWave (internal system) and assign risk ratings to each customer
  • Review new vendors/vendor program agreements and track information
  • Work closely with the Credit, Syndications, and Vendor Finance Sales team
  • Assist the credit group in various other functions as necessary, including assisting in the credit review of equipment sales

 

Qualifications / Education

  • Experience with Vendor Program agreements
  • Familiar with pulling D&B’s and Paynet and interpreting the information
  • Familiar with reviewing financials statements, spreading financials, and completing credit write-ups
  • Moderate proficiency with Microsoft Excel and Word
  • Ability to multi-task and handle multiple, shifting priorities
  • Ability to clearly articulate in verbal and written communications
  • Exceptional organization, time management, and communication skills
  • Bachelor’s degree in Accounting, Finance, Economics, or equivalent experience

 

Skills

  • Must be highly motivated individual with high level of initiative and an attitude of willingness
  • Must be team player willing to assist others at all levels of the organization
  • Strong verbal and written communication skills; and excellent interpersonal skills with the ability to provide superior customer service and maintain cooperative working relationships
  • Strong organizational and time management skills with the ability to multi-task and work autonomously or with a team
  • Strong attention to detail
  • Ability to communicate effectively on a one-on-one basis or in group setting
  • Ability to exercise strict confidentiality

 

Insight Investments, LLC is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, age, sexual orientation, gender identity, disability, status as a Veteran or other protected classification.

Options

Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed

Connect With Us!