Resolve collection and billing issues by identifying root causes, communicating effectively, and partnering with the appropriate teams to drive timely resolution. Review and release orders placed on credit hold. Review and monitor Letters of Credit (LC) activity, coordinating with account teams, banks, and third parties to ensure all requirements are met in accordance with order terms.
Monitor accounts receivable aging to ensure timely follow‑up and issue identification.
Serve as the first point of contact for escalations from cash application staff.
Maintain customer master data, credit and collections records, and key performance metrics.
Assist with quarterly Bad Debt Reserve analysis.
Respond promptly to audit requests from internal and external auditors.
Contribute to credit and collections process improvement initiatives and support additional projects as directed by the Credit Manager.
International credit experience Strong analytical and problem‑solving abilities High attention to detail with strong organizational skills and a proactive work style Solid understanding of accounting principles Minimum of 5 years of related experience and bachelor's degree, or equivalent work experience.
SAP Experience is desirable.
Previous Accounts Receivable / Trade Credit experience desirable.
Previous documentary collections experience (Trade Letters of Credit) desirable.
$84k-108k yearly est. 8d ago
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Credit Analyst II - Portland
Nexgen Team
Credit analyst job in Portland, OR
Join Carson's Credit & Collections Team!
Are you a proactive problem-solver who thrives in fast-paced environments and values collaboration? Carson is looking for a detail-oriented professional to join our team as a Collections & Credit Advisor (CreditAnalyst). In this role, you'll be the bridge between our internal sales teams and external customers helping to manage credit terms, resolve payment issues, and assess financial risk with confidence and care.
What You'll Do
Build strong relationships with internal sales teams and external customers.
Monitor and manage customer credit agreements and payment activity.
Investigate and resolve payment disputes and trends.
Assess credit risk and recommend solutions to Underwriting team.
Negotiate payment plans with delinquent accounts.
Hit monthly goals across B2B and B2C portfolios.
Deliver exceptional customer service.
Support team operations with administrative tasks and special projects.
What You Bring
2+ years of experience in credit and collections.
Solid understanding of credit principles and collection strategies.
Intermediate Excel skills (pivot tables, lookups, etc.).
Strong communication skills-both written and verbal.
Ability to multitask, prioritize, and stay organized.
Team-oriented mindset with a focus on relationship-building.
High school diploma or equivalent.
NACM designation highly desired, but not required
Ability to pass background check, drug screen (including marijuana)
Work Style & Environment
Hybrid work model: remote flexibility + in-office collaboration.
Comfortable with data entry and occasional lifting (up to 25 lbs).
Training provided in-office to set you up for success.
Interact with others in person, over the phone, and via other devices
Move about facility to access files, office machinery, and other equipment
Data entry while seated for greater than ½ hour
Occasional lifting weights up to 25 lbs.
Perks & Benefits
Medical, Dental, Vision
401K + Company Match
Life & Disability Insurance
Employee Assistance Program
Paid Time Off (PTO)
Aflac, Pre-paid Legal
Career development support
Why Carson?
We're more than a workplace, we're a team that values growth, inclusion, and impact. As an equal opportunity employer, we welcome diverse perspectives and are committed to creating a supportive environment for all.
Employer Notes
Background check and drug screen will be conducted and driving record verified.
We are an equal opportunity employer and give consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
$47k-75k yearly est. 11d ago
Credit Analyst-Customer Accounts
OLSA Resources
Credit analyst job in Portland, OR
We are seeking a a candidate with excellent customer service skills to oversee their own portfolio of customer accounts.
Conducting credit risk reviews to determine if accounts should be given a line of credit
Collections and disputes
Skills required:
Excellent Customer service
Excellent Communication (phone and written)
Leadership
SAP experience
2+years industry experience
Education:
Bachelor's Degree
$47k-75k yearly est. 60d+ ago
Credit Manager
Rexel 3.9
Credit analyst job in Beaverton, OR
Rexel USA is one of the largest distributors of electrical products, data communication, and related supplies in the United States. Rexel USA operates its electrical distribution business in the United States through eight Regions that go to market under various banner and trade names, including Rexel, Rexel Automation, Gexpro, Mayer, and Platt Electric Supply. In addition to an online store, Rexel USA has a distribution network of over 460 warehouse storefront locations throughout the U.S.
We are looking for a Credit Manager to join our Rexel team in Beaverton, OR!
Summary:
The Credit Manager is responsible for the collection and analysis of credit information and financial data in accordance with credit policy and applicable laws to extend trade lines on credit. Ensures payments are collected and works with Area Sales Managers to review trouble accounts.
What You'll Do:
* Collect and analyze credit information and financial data in accordance with credit policy and applicable laws to extend trade lines on credit
* Ensure payments are collected within the terms of sale, via direct customer contact and account monitoring for an assigned portfolio of customers
* Responsible for achieving monthly cash collection goals
* Initiate and moderate monthly accounts receivable meetings with Area Sales Managers to review aging reports and discuss resolutions for troubled accounts
* Review area results with the Regional Credit Manager and complete specific objectives as assigned
* Meet with customers and sales associates in their territory and provide customer service as required to enhance customer relations
* Periodic reconciliation of customer accounts as needed
* Perform other duties as assigned
Job Duties Disclaimer:
The information contained in this job description is intended to describe the essential job functions required of those assigned to this job. It is not intended to be an exhaustive list of all responsibilities, duties, knowledge, skills, and abilities needed to perform the job. Please note that management retains the right to assign or reassign duties and responsibilities to this job at any time. The ability to competently perform all the essential duties of the position, with or without reasonable accommodation, demonstrate commitment to effective customer service delivery, integrity, and the ability to work productively as a member of a team or work group are basic requirements of all positions at Rexel USA.
Qualifications
What You'll Need
* 4+ years of equivalent experience
* Construction or related trade/supply experience a plus
* High School or GED - Required
* Bachelor's Degree or Equivalent - Preferred
Knowledge, Skills & Abilities
* Proven track record in trade accounts receivable, credit and collections within a repetitive market
* Ability to consistently demonstrate sound judgment in decision making
* Ability to understand and analyze financial reports and able to make credits recommendations based on this analysis
* Commitment to adhere to and promote credit policy in the course of business
* Excellent interpersonal skills and ability to deal positively with conflict
* Efficient and effective time management and organizational skills
* Technical proficiency in Excel, Word, and internet searches
* Overnight travel to the area of responsibility
* Ability to work in a fast-paced environment efficiently
* Working knowledge in the application of Mechanic's liens and bond regulations
* Get Paid collection software experience a plus
* Analytical skills to identify trends and interpret financial data
Additional Information
Physical Demands:
* Sit: Must be able to remain in a stationary position - Constantly - at least 51%
* Walk: Must be able to move about inside/outside office or work location - Frequently - 21% to 50%
* Use hands to finger, handle, or feel: Operates a computer and other office machinery - Constantly - at least 51%
* Talk, hear, taste, smell: Must be able to use senses to effectively communicate with co-workers and clients and detect hazardous conditions - Constantly - at least 51%
Weight and Force Demands:
* Up to 10 pounds - Occasionally - up to 20%
Working Environment:
* Travels to offsite locations - Occasionally - up to 20%
Rexel USA (A VEVRAA Federal Contractor), and its affiliated companies, is an EEO/Disabled/Veterans employer. All qualified candidates will receive consideration for employment without regard to any characteristics protected by law.
Our Benefits Include:
* Medical, Dental, and Vision Insurance
* Life Insurance
* Short-Term and Long-Term Disability Insurance
* 401K with Employer Match
* Paid vacation and sick time
* Paid company holidays plus flexible personal days per year
* Tuition Reimbursement
* Health & Wellness Programs
* Flexible Spending Accounts
* HSA Accounts
* Commuter Transit Benefits
* Additional Optional Insurance such as Pet Insurance, Legal Assistance, Critical Illness, Home and Auto Insurance to name a few.
* Employee Discount Programs
* Professional Training & Development Programs
* Career Advancement Opportunities - We like to promote from within
Our goal is to create a workplace where everyone feels respected, valued, and empowered to succeed as we understand that our success and innovation is enhanced by an inclusive and diverse workforce.
Rexel USA (A VEVRAA Federal Contractor), and its affiliated companies, is an EEO/Disabled/Veterans employer. All qualified candidates will receive consideration for employment without regard to any characteristics protected by law.
$73k-96k yearly est. 7d ago
Sr. Credit Analyst - To 110K - Portland, OR - Job # 3039
The Symicor Group
Credit analyst job in Portland, OR
Our bank client is seeking to fill a Sr. CreditAnalyst role in the Portland, OR area. The successful candidate will be responsible for analyzing the financial information of persons or companies to determine creditworthiness and performing ongoing monitoring of borrowers to assess the risk of default.
The position includes a generous salary of up to $110K and an excellent benefits package. (This is not a remote position).
Sr. CreditAnalyst responsibilities include:
Evaluating clients' credit data and financial statements to determine the risk involved in lending money to them.
Analyzing complex CRE/C&I commercial financial statements for deals up to $15 Million.
Evaluating the financial status of clients by producing financial ratios using software tools.
Preparing written reports summarizing the strengths and weaknesses of loan applicants and providing a recommendation to the approving officer or Senior Loan Committee.
Performing annual covenant reviews and annual renewals for CRE and C&I commercial facilities.
Recommending loan structures when appropriate.
Other duties assigned.
Requirements
Who Are You?
You're someone who wants to influence your own development. You're looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.
You also bring the following skills and experience:
Four-year college degree with an emphasis on business, economics, finance, or accounting or completion of a specialized course of study at a business college.
Three or more years of solid CRE/C&I Credit Analysis deals up to at least $10 million in exposure.
Experience with Sageworks, CashSuite, Bukers, Excel, Moodys, etc.
Able to write complex credit analyses and presentations - defend to the Loan Committee.
Familiar with complex commercial lending policies.
Understanding of processes, policies, regulations, and rules is expected.
Must demonstrate commercial credit acumen and analytical proficiency for CRE/C&I credits.
Benefits
The position includes a generous salary of up to $110K and an excellent benefits package. (This is not a remote position).
$110k yearly Auto-Apply 60d+ ago
Credit Analyst II - Portland
Carson 4.2
Credit analyst job in Portland, OR
Join Carson's Credit & Collections Team! Are you a proactive problem-solver who thrives in fast-paced environments and values collaboration? Carson is looking for a detail-oriented professional to join our team as a Collections & Credit Advisor (CreditAnalyst). In this role, you'll be the bridge between our internal sales teams and external customers helping to manage credit terms, resolve payment issues, and assess financial risk with confidence and care.
What You'll Do
* Build strong relationships with internal sales teams and external customers.
* Monitor and manage customer credit agreements and payment activity.
* Investigate and resolve payment disputes and trends.
* Assess credit risk and recommend solutions to Underwriting team.
* Negotiate payment plans with delinquent accounts.
* Hit monthly goals across B2B and B2C portfolios.
* Deliver exceptional customer service.
* Support team operations with administrative tasks and special projects.
What You Bring
* 2+ years of experience in credit and collections.
* Solid understanding of credit principles and collection strategies.
* Intermediate Excel skills (pivot tables, lookups, etc.).
* Strong communication skills-both written and verbal.
* Ability to multitask, prioritize, and stay organized.
* Team-oriented mindset with a focus on relationship-building.
* High school diploma or equivalent.
* NACM designation highly desired, but not required
* Ability to pass background check, drug screen (including marijuana)
Work Style & Environment
* Hybrid work model: remote flexibility + in-office collaboration.
* Comfortable with data entry and occasional lifting (up to 25 lbs).
* Training provided in-office to set you up for success.
* Interact with others in person, over the phone, and via other devices
* Move about facility to access files, office machinery, and other equipment
* Data entry while seated for greater than ½ hour
* Occasional lifting weights up to 25 lbs.
Perks & Benefits
* Medical, Dental, Vision
* 401K + Company Match
* Life & Disability Insurance
* Employee Assistance Program
* Paid Time Off (PTO)
* Aflac, Pre-paid Legal
* Career development support
Why Carson?
We're more than a workplace, we're a team that values growth, inclusion, and impact. As an equal opportunity employer, we welcome diverse perspectives and are committed to creating a supportive environment for all.
Employer Notes
* Background check and drug screen will be conducted and driving record verified.
We are an equal opportunity employer and give consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
$49k-72k yearly est. 37d ago
Dual Credit Engagement Specialist
Willamette ESD
Credit analyst job in Salem, OR
VACANCY NOTICE
Dual Credit Engagement Specialist
Opens: January 9, 2026
Closes: Open until filled
General Information
Willamette Education Service District is accepting applications for a full-time (40 hours per week) Dual Credit Engagement Specialist position. Successful candidate will work as a member of the Postsecondary Pathways Program and will follow a 250-day calendar. This position will be based at the Willamette ESD Marion Center in Salem, OR and will begin as soon as possible upon conclusion of the selection process.
Duties, Responsibilities & Qualifications
Please review the job description for specific duties, responsibilities and qualifications of this position.
Salary and Benefits
This is a full-time (1.0 FTE) Classified position represented by the Oregon School Employees Association.
Placement on the Willamette ESD Classified Salary Schedule Range 16, Step 1-6; ($23.68-$30.28 per hour) will be commensurate with applicant's qualifications, relevant training and experience.
Willamette ESD supports payment for health, dental and vision insurance premiums for eligible employees. Employer-paid PERS, holidays, sick leave, and personal days are also provided to eligible employees. To view a summary of benefits, please click here.
Application Process
Applications must be submitted online at *********************************************
Applicants must submit a completed application with a resume and a letter of introduction. Applications missing these items are considered incomplete and will not be considered.
Copies of transcripts and license(s) must be uploaded to the application for all licensed positions. Successful applicants to Licensed positions will be required to provide
official
transcripts to Human Resources before completion of the hiring process.
If you require assistance with the application or interview process due to a disability, please call Director of Human Resources at **************. Alternate formats are available upon request.
Reasonable accommodations for the application and interview process will be provided upon request and as required in accordance with the Americans with Disabilities Act of 1990. Individuals with disabilities may contact the Human Resources Director at ************ for additional information or assistance. Speech/Hearing impaired persons may contact the ESD for assistance through the Oregon Telecommunication Relay Service at ************** or 711.
The Willamette Education Service District is an Equal Opportunity/Affirmative Action employer. Women, minorities and individuals with disabilities are encouraged to apply.
Qualifying veterans and disabled veterans may obtain preference by submitting with their completed application a copy of the Certificate of Release or Discharge from Active Duty (DD Form 214 or 215) or a letter from the US Dept. of Veteran's Affairs indicating receipt of a non-service connected pension as verification of eligibility. Disabled Veterans must also submit a copy of their veteran's disability preference letter from the Dept. of Veteran Affairs, unless the information is included in the DD Form 214/215.
Heritage Bank has an exciting opportunity to join our organization!
We are seeking a Credit Review Officer/Senior to join our Credit Review team. The credit review officer is responsible for the independent review and objective appraisals of the Bank's loan portfolio and related risk management activities to ensure that acceptable credit standards are maintained, and loans and related documentation adhere to the Bank's policies, procedures, guidelines, and regulatory requirements.
Geographical location for this position is Tacoma, Washington at the Southern Operations Center. Depending on experience and qualifications, other locations within Heritage Bank's footprint (WA, OR, ID) may be considered. This position is fully on-site in either Washington, Idaho, orOregon.
Depending on qualifications and experience, Credit Review Officer orCredit Review Officer Senior may be considered.
Base Salary Range:
Credit Review Officer - $83,370.00 - $104,213.00 - $125,055.00 annual
Credit Review Officer Senior - $100,884.00 - $126,105.00 - $151,326.00 annual
The Role at a Glance:
Participates in the evaluation of the bank's asset quality, assessing adherence with lending and portfolio policy, loan approvals, and evaluating and reporting on risk rating integrity.
Performs regular credit reviews, ensuring loans adhere to general loan policy and regulatory guidelines.
Assesses the accuracy of risk grades, timeliness of grade changes, justification of rationale, and adherence to bank policy for risk grading methodology.
Prepares independent analysis and supporting documentation for loan reviews.
Prepares reports summarizing portfolio quality and risk issues with recommended corrective action.
Participates in the loan review process; makes recommendations to management to optimize the loan review program, as needed.
Assists in the development and scope of the internal loan review process, including risk-based sampling of the loan portfolios, and coordinates with outsourced loan reviews.
Prepares reports and work papers recapping discussions with loan officers and business unit management, and/or other functional areas under review to present risk issue findings and secure commitments for resolution of areas in question.
Performs continuous monitoring of key business unit credit related activities and effectively documents and communicates findings to management.
Maintains strong relevant knowledge of key legal, compliance, and market-risk issues involved in credit related activities.
Promotes and maintains positive relationships with unit managers and staff; provides information and assistance when appropriate.
Assists with site coordination and logistics for outside vendors, contractors, and staff performing third party commercial loan reviews.
Performs continuous monitoring of key business unit credit related activities and effectively documents and communicates findings to management.
Monitors assigned portfolios to evaluate proper coverage and assessment of risk on an ongoing basis.
Maintains an independent viewpoint derived from fact-based analysis and patterns of performance.
Core Skills and Qualifications:
H.S. Diploma or equivalent required. Bachelor's Degree in Business, Economics, Accounting, Finance or relevant course of study preferred.
Credit Review Officer - 3+ years recent experience in commercial lending, credit/loan review and/or similar position requiring strong business knowledge and credit judgment required.
Credit Review Officer Senior - 7+ years recent experience in commercial loan review, underwriting, credit risk, or portfolio management in a mid to large size commercial bank, demonstrating advanced business knowledge and credit judgment required.
Professional credentials as a (CRC) Credit Risk Certification, (CIA) Certified Internal Auditor, (FRM) Financial Risk Manager or other risk credentials preferred.
Pacific Coast Banking School Graduate or equivalent preferred.
Equivalent combination of education, training and experience in portfolio management, loan audit and/orcredit risk may be considered.
Demonstrated ability to deliver exceptional customer service and maintain client relationships, both internally and externally.
Business and financial analysis and modeling skills, with understanding of financial accounting, income statements, balance sheets, etc., requiring the ability to gather, analyze and prepare reports.
Working knowledge of lending practices, policies, procedures, disclosures, and terminology related to banking laws, regulatory requirements. and legal documents.
Understanding of the Bank's credit underwriting policies and approval process.
Technical and analytical reasoning skills to synthesize information accurately and effectively to understand and interpret regulatory requirements and appropriately apply principles, procedures, requirements, regulations, and policies to the position.
Well-developed interpersonal and written/verbal communication skills demonstrating the ability to communicate effectively, clearly and persuasively in a variety of settings, formats, and audiences; with the ability to read, write, speak, and understand English well.
Strong planning, organizational, time management and follow up skills, demonstrating a strong sense of urgency and ability to execute quickly, timely and efficiently.
Ability to multi-task and decide key priorities with confidence, motivation, decisiveness, flexibility, and sound business judgment.
Unquestionable integrity in handling sensitive and confidential information required.
Proficient use and understanding of MS Office products (Word, Excel, Outlook), with the ability to learn and adapt to new technologies quickly. Working knowledge of automated underwriting and financial systems - required.
Work Environment/Conditions:
Climate controlled office environment.
Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions, and frequent employee and customer contacts and interruptions during the day.
Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule and or extended hours, and assist at other locations or remotely, as needed.
Physical Demands/Effort:
Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day.
Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner and facsimile which often requires dexterity of hands and fingers with repetitive wrist and hand motion.
Typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, walking, climbing, kneeling or crouching to file materials
Occasional lifting up to 10 lbs. (files, boxes, etc.).
At Heritage Bank, we work hard, but we also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy!
As part of our team, you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually* and eight hours of paid sick leave per month*, while also enjoying 11 paid holidays each calendar year, and an annual float day. *pro-rated from start date and/or hours worked. To view Benefits Summary: Apply > Current Openings > position > attachment.
The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position.
Heritage Bank is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law.
Job applicants have certain legal rights. Please click here for information regarding these rights.
If you need assistance completing the online application, please email: *******************************
Salary Range Disclaimer
The base salary range represents Heritage Bank's current salary range for the position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses.
##JobCategory:Compliance / Audit##
##Street:3615 Pacific Avenue##
##City:Tacoma##
##State:WA##
##ZipCode:98418##
##Internal:false##
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$100.9k-126.1k yearly Auto-Apply 58d ago
Credit Analyst - Assistant Loan Officer
Pioneer Trust Bank 4.3
Credit analyst job in Salem, OR
Start 2026 with Pioneer Trust Bank! We are looking for a talented creditanalyst to add to our team in the position of Assistant Loan Officer. This position is focused on preparing financial analysis for loan applications for commercial real estate and writing narratives on the findings for the loan presentations. Come hone your credit analysis skills, add value to a high performing team, and assist us in providing high level service to our beloved community in a fun work environment where you will be appreciated, supported, empowered and cared for. Given our clientele and business model, we are dependent on our staff working in-office. This is not a remote position.
This position, as with all positions at Pioneer Trust Bank, N.A., does not have sales goals or quotas.
Hours: Mon-Fri 8:00am-5:00pm - In person
What You'll Do
Collaborate with loan officers - present and discuss underwriting findings.
Analyze, interpret, input and write narratives on financial information.
Develop and maintain strong relationships with co-workers and customers.
Spread, interpret and analyze financial information.
Prepare detailed loan presentation for approval process.
Organize and manage workflow.
Develop and maintain lists of key information necessary to support the loan process.
Maintain knowledge of and compliance with banking regulations and bank policies.
Prepare detailed credit memos for the loan approval process.
Handle multiple transactions simultaneously.
Assist in resolving routine and complex inquiries.
Ensure appropriate maintenance of paper and digital files.
Why You'll be Successful
Have a thorough understanding of basic principles of accounting and financial analysis.
Have experience in credit analysis and advanced analytical skills.
Have a bachelor's degree in business, finance, accounting or equivalent combination of education and experience.
You pay attention to details.
You are experienced in Microsoft Office (excel a plus).
Excellent internal and external customer service required.
Why You'll Love Pioneer Trust Bank
We are committed to work life balance and are proud to offer a competitive salary and benefits package that includes:
Medical (85% of employee coverage paid by company)
Dental (85% of employee coverage paid by company)
Vision Insurance (85% of employee coverage paid by company)
401(k)
Life and Long-Term Disability Insurance (100% company paid)
Generous Profit Sharing
Health & Dependent Care Reimbursement Accounts
Employee Assistance & Wellness Program (100% company paid)
Vacation & Sick Leave
Up to 11 Paid Holidays
Tuition Reimbursement
Banking Privileges
Ongoing professional development
Pioneer Trust Bank, N.A. is an EEO employer and is dedicated to an organizational culture of inclusivity. For more information about us, please visit *************************
$43k-58k yearly est. 8d ago
Credit Manager
Mayer 4.7
Credit analyst job in Beaverton, OR
Rexel USA is one of the largest distributors of electrical products, data communication, and related supplies in the United States. Rexel USA operates its electrical distribution business in the United States through eight Regions that go to market under various banner and trade names, including Rexel, Rexel Automation, Gexpro, Mayer, and Platt Electric Supply. In addition to an online store, Rexel USA has a distribution network of over 460 warehouse storefront locations throughout the U.S.
We are looking for a Credit Manager to join our Rexel team in Beaverton, OR!
Summary:
The Credit Manager is responsible for the collection and analysis of credit information and financial data in accordance with credit policy and applicable laws to extend trade lines on credit. Ensures payments are collected and works with Area Sales Managers to review trouble accounts.
What You'll Do:
Collect and analyze credit information and financial data in accordance with credit policy and applicable laws to extend trade lines on credit
Ensure payments are collected within the terms of sale, via direct customer contact and account monitoring for an assigned portfolio of customers
Responsible for achieving monthly cash collection goals
Initiate and moderate monthly accounts receivable meetings with Area Sales Managers to review aging reports and discuss resolutions for troubled accounts
Review area results with the Regional Credit Manager and complete specific objectives as assigned
Meet with customers and sales associates in their territory and provide customer service as required to enhance customer relations
Periodic reconciliation of customer accounts as needed
Perform other duties as assigned
Job Duties Disclaimer:
The information contained in this job description is intended to describe the essential job functions required of those assigned to this job. It is not intended to be an exhaustive list of all responsibilities, duties, knowledge, skills, and abilities needed to perform the job. Please note that management retains the right to assign or reassign duties and responsibilities to this job at any time. The ability to competently perform all the essential duties of the position, with or without reasonable accommodation, demonstrate commitment to effective customer service delivery, integrity, and the ability to work productively as a member of a team or work group are basic requirements of all positions at Rexel USA.
Qualifications
What You'll Need
4+ years of equivalent experience
Construction or related trade/supply experience a plus
High School or GED - Required
Bachelor's Degree or Equivalent - Preferred
Knowledge, Skills & Abilities
Proven track record in trade accounts receivable, credit and collections within a repetitive market
Ability to consistently demonstrate sound judgment in decision making
Ability to understand and analyze financial reports and able to make credits recommendations based on this analysis
Commitment to adhere to and promote credit policy in the course of business
Excellent interpersonal skills and ability to deal positively with conflict
Efficient and effective time management and organizational skills
Technical proficiency in Excel, Word, and internet searches
Overnight travel to the area of responsibility
Ability to work in a fast-paced environment efficiently
Working knowledge in the application of Mechanic's liens and bond regulations
Get Paid collection software experience a plus
Analytical skills to identify trends and interpret financial data
Additional Information
Physical Demands:
Sit: Must be able to remain in a stationary position - Constantly - at least 51%
Walk: Must be able to move about inside/outside office or work location - Frequently - 21% to 50%
Use hands to finger, handle, or feel: Operates a computer and other office machinery - Constantly - at least 51%
Talk, hear, taste, smell: Must be able to use senses to effectively communicate with co-workers and clients and detect hazardous conditions - Constantly - at least 51%
Weight and Force Demands:
Up to 10 pounds - Occasionally - up to 20%
Working Environment:
Travels to offsite locations - Occasionally - up to 20%
Rexel USA (A VEVRAA Federal Contractor), and its affiliated companies, is an EEO/Disabled/Veterans employer. All qualified candidates will receive consideration for employment without regard to any characteristics protected by law.
Our Benefits Include:
Medical, Dental, and Vision Insurance
Life Insurance
Short-Term and Long-Term Disability Insurance
401K with Employer Match
Paid vacation and sick time
Paid company holidays plus flexible personal days per year
Tuition Reimbursement
Health & Wellness Programs
Flexible Spending Accounts
HSA Accounts
Commuter Transit Benefits
Additional Optional Insurance such as Pet Insurance, Legal Assistance, Critical Illness, Home and Auto Insurance to name a few.
Employee Discount Programs
Professional Training & Development Programs
Career Advancement Opportunities - We like to promote from within
Our goal is to create a workplace where everyone feels respected, valued, and empowered to succeed as we understand that our success and innovation is enhanced by an inclusive and diverse workforce.
Rexel USA (A VEVRAA Federal Contractor), and its affiliated companies, is an EEO/Disabled/Veterans employer. All qualified candidates will receive consideration for employment without regard to any characteristics protected by law.
$77k-117k yearly est. 2d ago
Credit Specialist I
Les Schwab 4.3
Credit analyst job in Bend, OR
This position has lower level responsibility for reviewing and providing direct support to Tire Centers and customers, assisting the Tire Centers with AR account maintenance and procedures, and providing customer service support for AR account management and credit reporting issues. It also assists customers and stores with online and telephone payments.
PRIMARY RESPONSIBILITIES:
40%
* Support the tire centers with account setup and account maintenance questions
* Review and approve store requests for posting credits to an account to ensure they are within our credit policy guidelines
* Assist stores with account transfers and proper invoice coding
* Provide commercial credit reports to the tire centers and occasionally retail credit reports
50%
* Provide telephone assistance to Les Schwab credit customers for online and telephone bill pay and post payments for customers through our online payment solution
* Provide technical support to customers who need assistance with our online payment solution
10%
* Review and respond to customer credit reporting disputes
MINIMUM REQUIREMENTS:
Educational/Experience Requirements:
* A high school diploma, GED, or equivalent, and some college preferred
Primary Skills and Tools:
* Advanced PC skills, including Excel and Google Suite
General Knowledge and Abilities:
* Adaptability: Must possess the time management and organizational skills necessary to work quickly and effectively under pressure, with the flexibility to perform in an ever-changing work environment. Concentrate on several areas of work at one time. Open to learning from mistakes and changing behavior to learn and adapt quickly
* Analytical Skills: Detailed-oriented with strong organizational skills. Strong analytical and decision-making skills with a proven ability to manage diverse work assignments. Ability to collect data, analyze, and develop conclusions
* Communication: Ability to communicate information clearly and professionally (both verbally and in writing) while ensuring that the quality and content of the message are relevant to the circumstances and understandable to broad audiences; ability to draft, proofread, and send written communications effectively; ability and willingness to carefully listen to others by asking appropriate questions and avoiding interruptions
* Service Excellence: Anticipate and understand stakeholders' needs, identify suitable solutions, and consistently deliver on those expectations. Demonstrates honesty, integrity, and respect
* Teamwork: Must work effectively independently and as a member of a team. Self-motivated and success-oriented. Ability to establish and maintain collaborative working relationships
Physical Requirements:
* This is primarily a desk position, regularly required to sit and occasionally to stand and walk
* Requires frequent and repetitive use of hands and fingers to operate computer, mouse, keyboard, and office-related equipment and the ability to reach with hands and arms
* The position requires lifting no more than 20 pounds
* Specific vision abilities required by this job include close visual acuity and the ability to adjust focus
* Requires the ability to communicate verbally and exchange information over the phone and in person
Work Environment:
* Office, non-manual work; the worker is not substantially exposed to adverse environmental conditions
BENEFITS:
* Quarterly profit-sharing bonus
* Medical, dental, vision, and life insurance
* Company-funded retirement plan - no cost to employee
* Paid holidays
* Paid time off
* Tuition Assistance
* Employee discount
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions/primary responsibilities. This job description is not all inclusive and is subject to change. Additional duties and tasks may be assigned, as necessary. Employment remains "AT WILL" at all times.
$31k-40k yearly est. Auto-Apply 34d ago
Credit Manager
Rexel USA 4.7
Credit analyst job in Beaverton, OR
10605 Southwest Allen Boulevard, Beaverton, OR Employment Type: Full-time Contract Type: Permanent Job Family: Finance Experience Level (for career site): Experienced Professional ** Rexel USA is one of the largest distributors of electrical products, data communication, and related supplies in the United States. Rexel USA operates its electrical distribution business in the United States through eight Regions that go to market under various banner and trade names, including Rexel, Rexel Automation, Gexpro, Mayer, and Platt Electric Supply. In addition to an online store, Rexel USA has a distribution network of over 460 warehouse storefront locations throughout the U.S.
****
**We are looking for a Credit Manager to join our Rexel team in Beaverton, OR!**
**Summary:**
The Credit Manager is responsible for the collection and analysis of credit information and financial data in accordance with credit policy and applicable laws to extend trade lines on credit. Ensures payments are collected and works with Area Sales Managers to review trouble accounts.
**What You'll Do:**
+ Collect and analyze credit information and financial data in accordance with credit policy and applicable laws to extend trade lines on credit
+ Ensure payments are collected within the terms of sale, via direct customer contact and account monitoring for an assigned portfolio of customers
+ Responsible for achieving monthly cash collection goals
+ Initiate and moderate monthly accounts receivable meetings with Area Sales Managers to review aging reports and discuss resolutions for troubled accounts
+ Review area results with the Regional Credit Manager and complete specific objectives as assigned
+ Meet with customers and sales associates in their territory and provide customer service as required to enhance customer relations
+ Periodic reconciliation of customer accounts as needed
+ Perform other duties as assigned
**Job Duties Disclaimer:**
The information contained in this job description is intended to describe the essential job functions required of those assigned to this job. It is not intended to be an exhaustive list of all responsibilities, duties, knowledge, skills, and abilities needed to perform the job. Please note that management retains the right to assign or reassign duties and responsibilities to this job at any time. The ability to competently perform all the essential duties of the position, with or without reasonable accommodation, demonstrate commitment to effective customer service delivery, integrity, and the ability to work productively as a member of a team or work group are basic requirements of all positions at Rexel USA.
**Qualifications**
**What You'll Need**
+ 4+ years of equivalent experience
+ Construction or related trade/supply experience a plus
+ High School or GED - Required
+ Bachelor's Degree or Equivalent - Preferred
**Knowledge, Skills & Abilities**
+ Proven track record in trade accounts receivable, credit and collections within a repetitive market
+ Ability to consistently demonstrate sound judgment in decision making
+ Ability to understand and analyze financial reports and able to make credits recommendations based on this analysis
+ Commitment to adhere to and promote credit policy in the course of business
+ Excellent interpersonal skills and ability to deal positively with conflict
+ Efficient and effective time management and organizational skills
+ Technical proficiency in Excel, Word, and internet searches
+ Overnight travel to the area of responsibility
+ Ability to work in a fast-paced environment efficiently
+ Working knowledge in the application of Mechanic's liens and bond regulations
+ Get Paid collection software experience a plus
+ Analytical skills to identify trends and interpret financial data
**Additional Information**
**Physical Demands:**
+ Sit: Must be able to remain in a stationary position - Constantly - at least 51%
+ Walk: Must be able to move about inside/outside office or work location - Frequently - 21% to 50%
+ Use hands to finger, handle, or feel: Operates a computer and other office machinery - Constantly - at least 51%
+ Talk, hear, taste, smell: Must be able to use senses to effectively communicate with co-workers and clients and detect hazardous conditions - Constantly - at least 51%
**Weight and Force Demands:**
+ Up to 10 pounds - Occasionally - up to 20%
**Working Environment:**
+ Travels to offsite locations - Occasionally - up to 20%
Rexel USA (A VEVRAA Federal Contractor), and its affiliated companies, is an EEO/Disabled/Veterans employer. All qualified candidates will receive consideration for employment without regard to any characteristics protected by law.
**Our Benefits Include:**
+ Medical, Dental, and Vision Insurance
+ Life Insurance
+ Short-Term and Long-Term Disability Insurance
+ 401K with Employer Match
+ Paid vacation and sick time
+ Paid company holidays plus flexible personal days per year
+ Tuition Reimbursement
+ Health & Wellness Programs
+ Flexible Spending Accounts
+ HSA Accounts
+ Commuter Transit Benefits
+ Additional Optional Insurance such as Pet Insurance, Legal Assistance, Critical Illness, Home and Auto Insurance to name a few.
+ Employee Discount Programs
+ Professional Training & Development Programs
+ Career Advancement Opportunities - We like to promote from within
Our goal is to create a workplace where everyone feels respected, valued, and empowered to succeed as we understand that our success and innovation is enhanced by an inclusive and diverse workforce.
Rexel USA (A VEVRAA Federal Contractor), and its affiliated companies, is an EEO/Disabled/Veterans employer. All qualified candidates will receive consideration for employment without regard to any characteristics protected by law.
$68k-108k yearly est. 7d ago
Credit Administrator - Corporate Shared Services
The Pape' Group, Inc. 4.8
Credit analyst job in Eugene, OR
PAPE' GROUP, INC. - EUGENE, OR - CORPORATE CREDIT ADMINISTRATOR - CORPORATE SHARED SERVICES: Do you enjoy using data and analysis to support business decisions? Are you customer-focused, detail-driven, and energized by partnering across teams to help the business grow? If so, we want to hear from you.
Pape' is the premier capital equipment dealer offering end-to-end solutions in the Pacific Northwest, representing industry-leading brands such as John Deere, Hyster-Yale, Topcon, and Kenworth. We are seeking a Credit Administrator to join our Corporate Credit team in Eugene, OR. This role supports multiple Operating Companies through a shared-services model, helping protect revenue and enable responsible sales growth in a highly competitive market.
At Pape', we invest in your growth. From robust training programs to ongoing development and support, we equip our team members with the tools to succeed. In return, we offer competitive compensation, excellent benefits, and a strong work-life balance.
WHAT YOU'LL DO:
As a member of the Corporate Credit team, you will serve as a shared-services partner to Pape's Operating Companies. While final credit decisions are made locally, this role provides the analysis, insights, and customer account support that enable timely, well-informed decisions and strong customer outcomes.
You will:
* Support revenue protection and sales enablement by administering and reviewing customer credit accounts across multiple Operating Companies.
* Analyze customer payment behavior, credit exposure, aging, and trends to support Operating Company credit decision-making.
* Perform customer-focused collections and account follow-up, partnering with internal teams to resolve issues efficiently.
* Support order review and release processes by ensuring accurate documentation, analysis, and communication.
* Leverage MS Excel and reporting tools to manage large data sets, identify trends, and surface risks or opportunities.
* Maintain accurate and well-documented customer credit files, notes, and supporting materials.
* Contribute to continuous improvement efforts by identifying patterns, root causes, and process enhancements within credit administration.
WHO YOU'LL PARTNER WITH:
This is a highly collaborative, corporate-facing role. You will work closely with:
* Operating Company leadership and branch teams to support local credit decisions and customer needs.
* Sales teams to help balance customer relationships, order flow, and credit risk.
* Finance and Accounting partners to support accurate reporting, cash flow, and collections outcomes.
* Corporate Credit leadership to ensure consistency, insight, and best practices across the organization.
WHAT YOU NEED:
* Bachelor's Degree (BA/BS) in Finance, Accounting, Business, Economics, or a related field; or equivalent professional experience.
* Three to five (3-5) years of experience in credit administration, accounts receivable, collections, or a related financial role.
* Experience supporting or partnering with multi-location or decentralized business units preferred.
* Strong analytical skills with the ability to interpret large data sets and identify trends.
* Advanced proficiency in MS Excel, including working with large volumes of data (sorting, filtering, formulas, lookups, and basic reporting).
* Strong customer service orientation with professional written and verbal communication skills.
* Excellent organizational skills, attention to detail, and ability to manage competing priorities.
* Flexibility to work seasonal or extended hours as business needs require.
Compensation: $25-27/hr (Depending on Experience)
Why work for Pape':
* Competitive pay based on your skills, training, and experience level.
* Outstanding benefits including - 401(k) & Roth 401(k) Retirement Plans with Company Match; Medical, Dental, Vision and Prescription Insurance; Flexible Spending Accounts (Flex Plans); Life Insurance; Short- and Long-Term Disability Insurance; Employee Assistance Program; Online and Instructor-Led Training; Tuition Reimbursement for Training Programs.
* Progressive Vacation Plans, Sick Leave & Paid Holidays - Members receive 80 hours of vacation (First year is prorated for new hires based on start date), 40 hours of Sick Leave, and 7 paid holidays each year. Pape' vacation plans also have tiers based on your seniority, so as your seniority grows, your vacation time off does as well.
* Advancement - Pape' is a dynamic, growth-oriented organization with a focus on promoting from within.
* Stability and reputation - Pape' is a family-owned, fourth-generation company with over 160 locations, over 4,000 members and 85 plus years of experience. Pape' is known for their stability, honesty and integrity.
* Equipment - Pape' has the largest equipment inventory in the West and an unparalleled parts inventory!
* Employee impact - Enjoy an open-door policy where your voice will be heard and your opinions will matter.
* Training - You will be provided with training and mentoring to prepare you for your role and continued learning to grow your skills.
The Pape' Group maintains a drug-free workplace and as such, requires candidates to successfully pass a pre-employment drug test.
$25-27 hourly 1d ago
Credit Administrator - Corporate Shared Services
PapÉ Jobs
Credit analyst job in Eugene, OR
PAPE' GROUP, INC. - EUGENE, OR - CORPORATE CREDIT ADMINISTRATOR - CORPORATE SHARED SERVICES:
Do you enjoy using data and analysis to support business decisions? Are you customer-focused, detail-driven, and energized by partnering across teams to help the business grow? If so, we want to hear from you.
Pape' is the premier capital equipment dealer offering end-to-end solutions in the Pacific Northwest, representing industry-leading brands such as John Deere, Hyster-Yale, Topcon, and Kenworth. We are seeking a Credit Administrator to join our Corporate Credit team in Eugene, OR. This role supports multiple Operating Companies through a shared-services model, helping protect revenue and enable responsible sales growth in a highly competitive market.
At Pape', we invest in your growth. From robust training programs to ongoing development and support, we equip our team members with the tools to succeed. In return, we offer competitive compensation, excellent benefits, and a strong work-life balance.
WHAT YOU'LL DO:
As a member of the Corporate Credit team, you will serve as a shared-services partner to Pape's Operating Companies. While final credit decisions are made locally, this role provides the analysis, insights, and customer account support that enable timely, well-informed decisions and strong customer outcomes.
You will:
Support revenue protection and sales enablement by administering and reviewing customer credit accounts across multiple Operating Companies.
Analyze customer payment behavior, credit exposure, aging, and trends to support Operating Company credit decision-making.
Perform customer-focused collections and account follow-up, partnering with internal teams to resolve issues efficiently.
Support order review and release processes by ensuring accurate documentation, analysis, and communication.
Leverage MS Excel and reporting tools to manage large data sets, identify trends, and surface risks or opportunities.
Maintain accurate and well-documented customer credit files, notes, and supporting materials.
Contribute to continuous improvement efforts by identifying patterns, root causes, and process enhancements within credit administration.
WHO YOU'LL PARTNER WITH:
This is a highly collaborative, corporate-facing role. You will work closely with:
Operating Company leadership and branch teams to support local credit decisions and customer needs.
Sales teams to help balance customer relationships, order flow, and credit risk.
Finance and Accounting partners to support accurate reporting, cash flow, and collections outcomes.
Corporate Credit leadership to ensure consistency, insight, and best practices across the organization.
WHAT YOU NEED:
Bachelor's Degree (BA/BS) in Finance, Accounting, Business, Economics, or a related field; or equivalent professional experience.
Three to five (3-5) years of experience in credit administration, accounts receivable, collections, or a related financial role.
Experience supporting or partnering with multi-location or decentralized business units preferred.
Strong analytical skills with the ability to interpret large data sets and identify trends.
Advanced proficiency in MS Excel, including working with large volumes of data (sorting, filtering, formulas, lookups, and basic reporting).
Strong customer service orientation with professional written and verbal communication skills.
Excellent organizational skills, attention to detail, and ability to manage competing priorities.
Flexibility to work seasonal or extended hours as business needs require.
Compensation: $25-27/hr (Depending on Experience) Why work for Pape':
Competitive pay based on your skills, training, and experience level.
Outstanding benefits including - 401(k) & Roth 401(k) Retirement Plans with Company Match; Medical, Dental, Vision and Prescription Insurance; Flexible Spending Accounts (Flex Plans); Life Insurance; Short- and Long-Term Disability Insurance; Employee Assistance Program; Online and Instructor-Led Training; Tuition Reimbursement for Training Programs.
Progressive Vacation Plans, Sick Leave & Paid Holidays - Members receive 80 hours of vacation (First year is prorated for new hires based on start date), 40 hours of Sick Leave, and 7 paid holidays each year. Pape' vacation plans also have tiers based on your seniority, so as your seniority grows, your vacation time off does as well.
Advancement - Pape' is a dynamic, growth-oriented organization with a focus on promoting from within.
Stability and reputation - Pape' is a family-owned, fourth-generation company with over 160 locations, over 4,000 members and 85 plus years of experience. Pape' is known for their stability, honesty and integrity.
Equipment - Pape' has the largest equipment inventory in the West and an unparalleled parts inventory!
Employee impact - Enjoy an open-door policy where your voice will be heard and your opinions will matter.
Training - You will be provided with training and mentoring to prepare you for your role and continued learning to grow your skills.
The Pape' Group maintains a drug-free workplace and as such, requires candidates to successfully pass a pre-employment drug test.
$25-27 hourly 2d ago
Credit Representative
Professional Credit Service 3.5
Credit analyst job in Springfield, OR
Do you possess experience in collections and a genuine passion for delivering top-notch customer service while assisting individuals in need? If this describes you, please continue reading!
Professional, the leading national accounts receivable management services provider, currently has immediate openings for Credit Representatives. We are dedicated to transforming the collections industry one call, text, and chat at a time. We offer you the necessary training for success as you help people navigate challenging times. Are you ready to make a difference in the lives of others?
At Professional, we place great importance on how our team interacts with consumers. We aim to ensure that every interaction is both positive and productive. We are in search of individuals who are eager to join our dynamic team and genuinely want to assist others. Using state-of-the-art omni-channel communication technology, you'll have the opportunity to provide exceptional customer service to consumers through text, live chat, email, and phone calls at every touch point.
The position is full-time, 40 hours per week. After training, start times vary with a ½ day Saturday rotation, once a month. During the initial training, hours are from 8am - 5pm and onsite at our Springfield, OR office.
What will you do as a Call Center Credit Representative?
Use state-of-the-art technology and communicate with Consumers via phone, live chat, email and text.
We will train you to take inbound and outbound calls with utmost professionalism and courtesy.
Navigate cutting edge Customer Relationship Management (CRM) software
Learn negotiation and sales techniques applicable to all industries
Negotiate payment agreements, resolve customer concerns and help consumers get out of debt.
General computer skills are required with the ability to navigate multiple screens and type 25 words per minute
Good decision making skills are required.
Qualifications
We offer you:
A stable organization offering an exciting yet challenging employment opportunity,
Growth potential, both personally and professionally.
Great benefits (health, dental & vision Insurance) & traditional 401k/Roth Plan
Paid Time-Off and paid Holidays
Paid Volunteer and Community Outreach Program that allows you to
‘help others'
in the community,
Casual work environment
We are conveniently located on the EMX line.
Compensation begins at $17.00-$20.50 per hour, depending on education and Spanish speaking skills, plus benefits.
Do you have prior collection experience? Even better!
Habla Español? See what exciting opportunities await Bilingual Call Center Credit Representatives. We offer a Spanish Bilingual pay differential!
See what it's like to work at Professional Credit by visiting our website at: http://professionalcredit.com/index.php/careers
Get that career started by responding with your resume.
EOE/DFW
$17-20.5 hourly 11d ago
Senior Premier Banker Eastside Oregon District
W.F. Young 3.5
Credit analyst job in Lake Oswego, OR
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role.
The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs.
In this role you will:
Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:
Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols
Escalate banking related issues or business risks that require an in-depth evaluation
Advise customers on various aspects of recommended and available financial options and services
Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services
Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals
Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations
Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially
Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances
Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of experience building and maintaining effective relationships with customers and partners
3+ years of experience recommending products and services
Desired Qualifications:
Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking
Experience recommending financial services products and services
Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration
State Insurance license(s)
3+ years of experience in a licensed financial services position
Customer service focus with experience handling complex transactions across multiple systems
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Excellent verbal, written, and interpersonal communication skills
Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention
Ability to follow policies, procedures, and regulations
Ability to educate and connect customers to technology and share the value of self-service digital banking options
Experience using strong business acumen to provide financial services consultation to small business customers
Knowledge and understanding of financial services consumer lending products
Ability to interact with integrity and professionalism with customers and employees
High motivation with ability to successfully meet team objectives while maintaining individual performance
Experience mentoring and peer-coaching others
Job Expectations:
Ability to work a schedule that may include most Saturdays
Adherence to Wells Fargo sales practices risk management culture
Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
State Insurance license(s) are required for this role and must be completed within a specified period
Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards.
A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
This position is not eligible for Visa sponsorship
Posting End Date:
29 Jan 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$44k-74k yearly est. Auto-Apply 13d ago
Senior Premier Banker Silicon Forest District
Wells Fargo 4.6
Credit analyst job in Portland, OR
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
About this role:
Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role.
The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs.
In this role you will:
* Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:
* Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
* Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols
* Escalate banking related issues or business risks that require an in-depth evaluation
* Advise customers on various aspects of recommended and available financial options and services
* Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services
* Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals
* Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations
* Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals
* Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially
* Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances
* Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs
* This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
* 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
* 3+ years of experience building and maintaining effective relationships with customers and partners
* 3+ years of experience recommending products and services
Desired Qualifications:
* Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking
* Experience recommending financial services products and services
* Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration
* State Insurance license(s)
* 3+ years of experience in a licensed financial services position
* Customer service focus with experience handling complex transactions across multiple systems
* Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
* Excellent verbal, written, and interpersonal communication skills
* Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
* Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention
* Ability to follow policies, procedures, and regulations
* Ability to educate and connect customers to technology and share the value of self-service digital banking options
* Experience using strong business acumen to provide financial services consultation to small business customers
* Knowledge and understanding of financial services consumer lending products
* Ability to interact with integrity and professionalism with customers and employees
* High motivation with ability to successfully meet team objectives while maintaining individual performance
* Experience mentoring and peer-coaching others
Job Expectations:
* Ability to work a schedule that may include most Saturdays
* Adherence to Wells Fargo sales practices risk management culture
* Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
* For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
* State Insurance license(s) are required for this role and must be completed within a specified period
* Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
* Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position
* Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards.
* A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
* This position is not eligible for Visa sponsorship
Posting Locations:
Orenco Station Branch: 7200 NW Butler St Hillsboro, OR 97124
185th & Sunset Branch: 2645 NW Town Center Dr Beaverton, OR 97006
Beaverton Branch: 11601 SW Beaverton Hillsdale Hwy Beaverton, OR 97005
Raleigh Hills Branch: 6785 SW Beaverton Hillsdale Hwy Portland, OR 97225
Peterkort Town Square Branch: 11084 SW Barnes Rd Portland, OR 97225
* Positions may not be available for placement at every location outlined in posting *
Posting End Date:
30 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$33k-66k yearly est. 5d ago
Credit Union Collections Specialist
Pacific NW Federal Credit Union 4.2
Credit analyst job in Portland, OR
About Us Pacific NW Federal Credit Union is a not-for-profit, full-service financial institution with three branches in Portland, Vancouver, and Hood River. Our mission: Be our members' financial partner for life. We give back through financial literacy programs and community education.
As a smaller credit union, we can personalize the experiences of our members, which is how we retain loyalty. Many of our members have been with us for generations!
What We Offer
* Competitive pay: $22-26 per hour
* Generous benefits:
* 4 weeks PTO
* Health coverage after 30 days
* 401(k) with company match after 6 months
* Paid life, LTD & AD&D insurance
* Paid holidays & volunteer time
* Loan discounts
Your Role
As a Collections Specialist I, you will work within our Collections department to collect on early to mid-stage delinquent loans and accounts in accordance with credit union policies and procedures.
Key Responsibilities
* Contact members to bring delinquent loans current and/or collect on loan balances.
* Analyze the financial situation of delinquent members and recommend next steps when arrangements fail.
* Maintain accurate files and reports by documenting all collection activities.
* Inform management of delinquency trends related to account overdraft activity, loan early-stage collections, or potential account charge-offs.
* Perform other job-related duties as assigned.
What We're Looking For
* 1-3 years of similar or related experience (collections, banking, or financial services).
* Skilled at managing multiple tasks and systems efficiently.
* Strong communicator with the ability to handle sensitive situations professionally and persuasively.
* Works effectively both independently and as part of a team.
* Demonstrates patience and empathy while resolving issues through negotiation and productive solutions.
Are you friendly, detail-oriented, and organized? Do you want work that's more than just a job? We want to hear from you!
Schedule
Full-time (40 hours/week)
Monday-Friday, 8:30 - 5:00
This position has the opportunity to work remotely following the initial training period (6 months).
Ready to Apply?
Start with our quick, 3-minute mobile-friendly application today!
Pacific NW Federal Credit Union is an Equal Opportunity Employer. We value diversity and inclusivity in all aspects of employment.
$22-26 hourly 19d ago
Collections Analyst (Temporary)
Twist Bioscience Corporation 4.4
Credit analyst job in Wilsonville, OR
(Tuesday, Wednesday, Friday Onsite in Wilsonville Facility) Reporting to the Global Collections Manager, the Collections Analyst will be responsible for timely collections across a portfolio of accounts, including fostering relationships with strategic account and internal cross-functional partners. This person is a key player in collaboration to maximize revenue and cash flow, minimize bad debt exposure, while focusing on the customer experience. Additionally, you will be aiding the Accounts Receivables team with key projects in obtaining customer contact information and sales tax exemption certificates. The ideal candidate will be a proven strong communicator and creative problem solver. You will be an integral part of the process of managing timely customer payments, trend analysis, root cause identifications, and the influencing of internal and external customers.
What You'll Be Doing
* Monitor and review the customer aging, identifying overdue accounts and ensuring they are handled per our collection policy
* Influence and hold customers accountable to payment terms; drive toward positive key
performance indicators (Aging, Days to Pay, DSO)
* Manage a project to identify and collect customer Accounts Payable contact information and sales tax exemption certificates, and input the data into supporting software programs
* Facilitate meetings and checkpoints with accounts to troubleshoot and resolve discrepancies or concerns between Twist and the account
* Apply critical thinking and professional judgement toward data to determine the appropriate next actions. Assess portfolio and recommend account strategies as needed
* Communicate risks and key account information or behavior changes to leadership and cross-functionally as appropriate
* Recommend and prepare bad debt write-offs, ensuring all supporting documents are included for approval
* Prepare weekly 60+ Day past due report commentary for leadership visibility
* Participate in collection projects which improve collection results, DSO and delinquency
* Collaborate and build proactive, positive relationships with business partners, peers, managers, and customers to ensure global best-in-class practices
* Make recommendations and help identify process improvement needs and/or gaps in current work procedures to improve prioritization and management of the past due receivables
* Keep a pulse on account-related industry trends and marketplace financial performance to elevate account analysis and escalate/drive areas of concern or deterioration
* Participate in the fostering of teamwork and collaboration built on mutual accountability and respect.
What You'll Bring to the Team
* Bachelor's or Associate's degree in a relevant field, or 2-3 years of proven experience in
commercial collections
* SAP experience preferred
* Strong problem analysis and solving skills
* Strong communication skills, both written and verbal. Ability to effectively articulate and
"tell the story" to all audience levels and influence others
* Demonstrated process improvements and innovative thinking skills
* Proven collection skills, negotiation skills
* Ability to professionally manage difficult customer communications
* Strong Excel skills including formulas, graphs, pivot tables, and linked spreadsheets
* Ability to contribute to objectives & goals
* Relates well to all levels of internal and external people; builds constructive and
effective relationships; uses diplomacy and tact; can diffuse high-tension situations comfortably
* Can effectively cope with change; can shift gears comfortably, handle risk and uncertainty
* Track record of working effectively with peers throughout the organization
* Drives business results through clear communication and collaboration
* Well-organized, extreme attention to detail and a self-directed individual
* Strong work ethic, unquestionable integrity
Heritage Bank has an exciting opportunity to join our organization!
We are seeking a Credit Review Officer/Senior to join our Credit Review team. The credit review officer is responsible for the independent review and objective appraisals of the Bank's loan portfolio and related risk management activities to ensure that acceptable credit standards are maintained, and loans and related documentation adhere to the Bank's policies, procedures, guidelines, and regulatory requirements.
Geographical location for this position is Tacoma, Washington at the Southern Operations Center. Depending on experience and qualifications, other locations within Heritage Bank's footprint (WA, OR, ID) may be considered. This position is fully on-site in either Washington, Idaho, orOregon.
Depending on qualifications and experience, Credit Review Officer orCredit Review Officer Senior may be considered.
Base Salary Range:
Credit Review Officer - $83,370.00 - $104,213.00 - $125,055.00 annual
Credit Review Officer Senior - $100,884.00 - $126,105.00 - $151,326.00 annual
The Role at a Glance:
Participates in the evaluation of the bank's asset quality, assessing adherence with lending and portfolio policy, loan approvals, and evaluating and reporting on risk rating integrity.
Performs regular credit reviews, ensuring loans adhere to general loan policy and regulatory guidelines.
Assesses the accuracy of risk grades, timeliness of grade changes, justification of rationale, and adherence to bank policy for risk grading methodology.
Prepares independent analysis and supporting documentation for loan reviews.
Prepares reports summarizing portfolio quality and risk issues with recommended corrective action.
Participates in the loan review process; makes recommendations to management to optimize the loan review program, as needed.
Assists in the development and scope of the internal loan review process, including risk-based sampling of the loan portfolios, and coordinates with outsourced loan reviews.
Prepares reports and work papers recapping discussions with loan officers and business unit management, and/or other functional areas under review to present risk issue findings and secure commitments for resolution of areas in question.
Performs continuous monitoring of key business unit credit related activities and effectively documents and communicates findings to management.
Maintains strong relevant knowledge of key legal, compliance, and market-risk issues involved in credit related activities.
Promotes and maintains positive relationships with unit managers and staff; provides information and assistance when appropriate.
Assists with site coordination and logistics for outside vendors, contractors, and staff performing third party commercial loan reviews.
Performs continuous monitoring of key business unit credit related activities and effectively documents and communicates findings to management.
Monitors assigned portfolios to evaluate proper coverage and assessment of risk on an ongoing basis.
Maintains an independent viewpoint derived from fact-based analysis and patterns of performance.
Core Skills and Qualifications:
H.S. Diploma or equivalent required. Bachelor's Degree in Business, Economics, Accounting, Finance or relevant course of study preferred.
Credit Review Officer - 3+ years recent experience in commercial lending, credit/loan review and/or similar position requiring strong business knowledge and credit judgment required.
Credit Review Officer Senior - 7+ years recent experience in commercial loan review, underwriting, credit risk, or portfolio management in a mid to large size commercial bank, demonstrating advanced business knowledge and credit judgment required.
Professional credentials as a (CRC) Credit Risk Certification, (CIA) Certified Internal Auditor, (FRM) Financial Risk Manager or other risk credentials preferred.
Pacific Coast Banking School Graduate or equivalent preferred.
Equivalent combination of education, training and experience in portfolio management, loan audit and/orcredit risk may be considered.
Demonstrated ability to deliver exceptional customer service and maintain client relationships, both internally and externally.
Business and financial analysis and modeling skills, with understanding of financial accounting, income statements, balance sheets, etc., requiring the ability to gather, analyze and prepare reports.
Working knowledge of lending practices, policies, procedures, disclosures, and terminology related to banking laws, regulatory requirements. and legal documents.
Understanding of the Bank's credit underwriting policies and approval process.
Technical and analytical reasoning skills to synthesize information accurately and effectively to understand and interpret regulatory requirements and appropriately apply principles, procedures, requirements, regulations, and policies to the position.
Well-developed interpersonal and written/verbal communication skills demonstrating the ability to communicate effectively, clearly and persuasively in a variety of settings, formats, and audiences; with the ability to read, write, speak, and understand English well.
Strong planning, organizational, time management and follow up skills, demonstrating a strong sense of urgency and ability to execute quickly, timely and efficiently.
Ability to multi-task and decide key priorities with confidence, motivation, decisiveness, flexibility, and sound business judgment.
Unquestionable integrity in handling sensitive and confidential information required.
Proficient use and understanding of MS Office products (Word, Excel, Outlook), with the ability to learn and adapt to new technologies quickly. Working knowledge of automated underwriting and financial systems - required.
Work Environment/Conditions:
Climate controlled office environment.
Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions, and frequent employee and customer contacts and interruptions during the day.
Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule and or extended hours, and assist at other locations or remotely, as needed.
Physical Demands/Effort:
Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day.
Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner and facsimile which often requires dexterity of hands and fingers with repetitive wrist and hand motion.
Typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, walking, climbing, kneeling or crouching to file materials
Occasional lifting up to 10 lbs. (files, boxes, etc.).
At Heritage Bank, we work hard, but we also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy!
As part of our team, you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually* and eight hours of paid sick leave per month*, while also enjoying 11 paid holidays each calendar year, and an annual float day.
*pro-rated from start date and/or hours worked.
To view Benefits Summary: Apply > Current Openings > position > attachment.
The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position.
Heritage Bank is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law.
Job applicants have certain legal rights. Please click
here
for information regarding these rights.
If you need assistance completing the online application, please email: *******************************
Salary Range Disclaimer
The base salary range represents Heritage Bank's current salary range for the position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses.
##JobCategory:Compliance / Audit##
##Street:3615 Pacific Avenue##
##City:Tacoma##
##State:WA##
##ZipCode:98418##
##Internal:false##
*mon