Credit Analyst in Tampa, FL at Welbilt

Date Posted: 11/4/2020

Job Snapshot

Job Description

Calling all finance whizzes! If you bring a detail-oriented and analytical approach to the table, then look no further – your new career as a Credit Analyst awaits you at Welbilt.

We are Welbilt! We are pioneers and innovators. Our industry knowledge and insights stretch back nearly a century, from the original founding of the Hirsch brothers’ Welbilt Stove Company in 1929. We design, manufacture and supply best-in-class food and beverage equipment for the global foodservice market. We attract talent and build careers. We empower you to grow with us. We recognize you and reward you. We win together as one team.

As Credit Analyst – you will be responsible for position is responsible for reviewing credit data to evaluate loan requests to approve or deny applications. You will analyze, discover, escalate, and resolve potential credit issues.

Reporting directly to the Credit Manager – this position will be located in Tampa, FL*.

Major Accountability:

  • Process customer credit
  • Identify customer discrepancies solutions and collect past due
  • Issue credit memos for domestic and international customers
  • Document decisions in system (e.g. approvals, denials)
  • Enter data into the system and generate outputs or reports
  • Escalate business questions to Senior Analysts and Managers
  • Understand the credit function, key policies, and standard operating procedures
  • Build effective relationships with internal parties to develop solutions and resolve issues collectively

Essential Job Functions:

  • Perform collections calls of late accounts to accelerate cash and minimize bad debt losses. Address internal and external customer inquiries and requests.
  • Obtain credit hold orders and releases, generate and run credit hold reports, review and verify the credit standing prior to releasing shipments. Obtain proper approvals according to credit release policy. Ensure timely release or resolution of orders on hold to optimize production and customer delivery.
  • Review customer accounts for adherence to terms.  Make customer calls to resolve disputes and expedite collection of past due amounts.
  • Resolve customer discrepancies.  Address discrepancies and unauthorized deductions with customers and sales reps for resolution in a timely manner.
  • Process Credit Memos as needed.  Ensure the proper approval from management is attached.  Act as primary back-up to cash application position as required.  Process credit card payments. 
  • Perform Month-end tasks – Review Credit / AR with manager
  • Process credit applications.  Evaluates terms and credit limits and review with management for approval.

Job Requirements

Job Requirements:

  • Bachelor’s Degree; preferably Accounting/Finance or business-related degree; with a minimum of 2 years of closely related Accounting/Finance/Credit experience is required. Will consider a minimum of 6 years of closely related experience in lieu of degree.
  • Strong understanding of credit policies and procedures.
  • Working knowledge of MS Office (Word, Excel, etc.)
  • Relevant software applications experience is preferred.
  • Strong analytical and mathematical skills
  • Customer service
  • Basic verbal and written communications skills and ability to work effectively as part of a team in a fast paced and multi-task environment
  • Must be well organized and able to function within tight deadlines.

*Welbilt, Inc. provides the world’s top chefs, premier chain operators and growing independents with industry-leading equipment and solutions. Our innovative products and solutions are powered by our deep knowledge, operator insights, and culinary expertise. Our portfolio of 12 award-winning product brands includes Cleveland™, Convotherm®, Crem®, Delfield®, Frymaster®, Garland®, Kolpak®, Lincoln™, Manitowoc®, Merco®, Merrychef® and Multiplex®. These product brands are supported by three service brands: KitchenCare®, our aftermarket parts and service brand, FitKitchen®, our fully integrated kitchen systems brand, and KitchenConnect®, our cloud-based digital platform brand. Headquartered in the Tampa Bay region of Florida, supported by over 5,400 employees and operating 21 manufacturing facilities.

Welbilt, Inc. is an equal opportunity employer which values diversity in the workplace.  All applicants shall receive equal consideration and treatment in employment without regard to race, color, religion, ancestry, national origin, age, sex, marital status, familial status, medical condition, or any other status protected by law. All recruitment, hiring, placements, transfers and promotions will be on the basis of individual skills, knowledge, abilities, and business need.