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Credit analyst jobs in Portland, OR - 46 jobs

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Credit Analyst
Senior Banker
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Credit Officer
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  • Credit Analyst

    Lam Research 4.6company rating

    Credit analyst job in Tualatin, OR

    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. 15d ago
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  • Credit Manager

    Rexel 3.9company rating

    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. 12d ago
  • Credit Review Officer/Credit Review Officer Senior (On-site)

    Heritage Bank 4.4company rating

    Credit analyst job in Portland, OR

    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, or Oregon. Depending on qualifications and experience, Credit Review Officer or Credit 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/or credit 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
    $100.9k-126.1k yearly Auto-Apply 60d+ 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. Credit Analyst 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. Credit Analyst 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-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 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 (Credit Analyst). 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. 17d ago
  • Credit Analyst

    Robert Half 4.5company rating

    Credit analyst job in Portland, OR

    We are looking for a skilled Credit Analyst to join our client's team on a contract basis in Portland, Oregon. In this role, you will be responsible for managing credit-related tasks and ensuring smooth financial operations for large customers. Your expertise in credit analysis and commercial collections will be essential to maintaining accurate records and resolving claims effectively. Responsibilities: - Prepare and issue letters of credit for large customer accounts. - Perform account reconciliations to ensure accuracy and compliance. - Manage collections processes to recover outstanding payments. - File and oversee organizational documentation related to credit claims. - Handle bankruptcy process claims with precision and attention to detail. - Contribute to the development and improvement of credit-related processes and procedures. Requirements - Proven experience in credit analysis and commercial credit management. - Strong background in handling commercial collections efficiently. - Familiarity with credit applications and related financial documentation. - Ability to file and manage claims during bankruptcy processes. - Excellent attention to detail and organizational skills. - Proficiency in reconciling accounts and resolving discrepancies. - Effective communication skills for collaborating with teams and customers. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .
    $47k-67k yearly est. 1d 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.
    $23.7-30.3 hourly 16d ago
  • Credit Analyst II - Portland

    Carson 4.2company rating

    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 (Credit Analyst). 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. 44d ago
  • Credit Manager

    Mayer 4.7company rating

    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. 9h ago
  • Credit Analyst - Senior

    WaFd Bank 4.5company rating

    Credit analyst job in Portland, OR

    The Senior Credit Analyst is responsible for providing due diligence and analytical support to the Relationship Officer and Relationship Manager, Director and Division Manager. The Senior Credit Analyst is responsible for gathering and analyzing credit information on current and potential borrowers; determines the advisability of granting credit for diversified types of loans; assists Relationship Officers, Relationship Managers, Directors and the Division Manager in writing loan requests; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff for new services. The Senior Credit Analyst will be able to independently interact with clients and prospects to perform all due diligence necessary to extend credit, write up a credit submission, orally present the merits of a credit request and obtain credit approval. WaFd Bank is proud of the high value that we all place on simply being kind when serving our co-workers and clients. Assists Relationship Officers, Relationship Managers and Directors in performing pre-qualification assessment and analysis of financial condition and risk of financing requests within the framework of the Bank's credit culture and current economic and industry trends. Assists Relationship Officers, Relationship Managers and Directors in gathering data from clients and internal and outside sources; prepares spreadsheets and analyzes financial information, including financial statements and tax returns; contacts clients for additional information and clarification of data. Compiles data from credit bureaus, conducts industry peer comparisons and performs cash flow analyses and other such tasks and comparisons. Informs Relationship Officer, Relationship Manager, Director and Division Manager when up-to-date financial statements are needed for commercial accounts; ensures credit inquiries and UCC filings are researched to determine credit worthiness and appropriate collateral positioning are achieved. Works with Relationship Officers, Relationship Managers and Directors to ensure that all portfolio management responsibilities are well documented and maintained in accordance with management expectations. Assists Relationship Officers, Relationship Managers and Directors in the review and renewal of credit facilities and provides back-up support. May take primary responsibility for certain credit actions (approvals, renewals) per the guidance of the Relationship Manager, Director or Division Manager. Develops knowledge of relevant industries, as well as economic conditions (i.e. interest rates, asset values, competition, market conditions, etc.) that impose risk to the client base. Represents the Bank in various community, civic, and community reinvestment functions to further enhance the Bank's image and develop additional business. Reinforces the application of superior client service through his or her own example, along with appropriate follow-through with involved clients and employees. Treats people with respect, keeps commitments, inspires the trust of others, works ethically and with integrity, upholds organizational values and accepts responsibility for his or her own actions. Ensures compliance with all Bank policies, procedures and processes and all applicable state and federal banking laws, rules and regulations; adheres to Bank Secrecy Act (BSA) responsibilities specific to the position. Adherence to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations. Completes administrative tasks correctly and on time; supports the Bank's goals and values. Qualifications Education/Skills/Training: Bachelor's Degree or approved equivalent combination of education and experience. Work-related experience should consist of commercial financial analysis or a lending background. Educational experience, through in-house training sessions, formal business school or financial industry related curriculum. Preferred five to seven years' experience in financial and/or credit analysis or related areas. Experience, knowledge and training in financial statement and tax return analysis typically resulting from a combination of education in accounting, financial and/or credit analysis or related areas. Strong knowledge of commercial, construction and real estate credit analysis. Ability to analyze and interpret general business periodicals, professional journals and technical procedures. Ability to effectively present information and respond to questions from diverse groups, including managers, customers and members of the general public. Proficient in Microsoft Office suite (Word, Excel and PowerPoint). Strong typing skills to meet production needs of the position. Strong math skills. Effective verbal, written and interpersonal communication skills, ability to write reports and correspondence and speak clearly to customers and employees. Ability to deal with normal problems involving multiple facets and variables in non-standardized situations and apply common sense in carrying out instructions and solving problems. Excellent organizational and time management skills. Ability to work with minimal supervision while performing duties. Benefits At WaFd Bank you get all of these great benefits! Paid time off for vacation, sick days and holidays Health insurance Stock options Bonus programs Generous 4% 401(k) matching plus a generous 3% annual contribution, 7% total employer contribution Paid Parental Leave Life and AD&D insurance Long-term disability Tuition Reimbursement Employee assistance programs Pre-tax health and dependent-care spending plans WaFd Bank Benefits Summary - Click here for more information EEO Statement We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at ************ EEO Policy Statement - WaFd Bank Know Your Rights: Workplace Discrimination is Illegal - click here for more information California Consumer Privacy Act- CCPA 2025 Requisition Post Information* : Posted Date 1/21/2026
    $91k-114k yearly est. Auto-Apply 2d ago
  • Credit Manager

    Rexel USA 4.7company rating

    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. 14d ago
  • Credit Analyst - Assistant Loan Officer

    Pioneer Trust Bank 4.3company rating

    Credit analyst job in Salem, OR

    Start 2026 with Pioneer Trust Bank! We are looking for a talented credit analyst 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. 15d ago
  • Senior Premier Banker Eastside Oregon District

    W.F. Young 3.5company rating

    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 Locations: Lake Oswego Branch: 552 A Ave., Lake Oswego, OR 97034 Oak Grove Branch: 14500 SE McLoughlin Blvd., Milwaukie, OR 97267 Sunnyside Marketplace Branch: 12072 SE Sunnyside Rd., Clackamas, OR 97015 SE 38th & Hawthorne Branch: 3782 SE Hawthorne Blvd., Portland, OR 97214 ***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.
    $44k-74k yearly est. Auto-Apply 14d ago
  • Senior Banker

    Bank of America 4.7company rating

    Credit analyst job in Portland, OR

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. Responsibilities: • Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities • Assists, educates, and trains clients on conducting simple transactions through self-service technologies • Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy • Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping • Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements Required Qualifications: • Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months. • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. • Is confident in identifying solutions for helping new and existing clients based on their needs. • Has strong written and verbal communications skills. • Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone). • Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances. • Applies strong critical thinking and problem-solving skills to meet clients' needs. • Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously. • Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws). • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • An Associate's Degree or Bachelor's Degree in business, finance, or a related field. • Experience working in a financial center where goals were met or exceeded. • Retail and/or sales experience in a salary plus incentive environment. • Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded. • Experience with financial information, spreadsheets and financial skills. • Knowledge of banking products and services. • Strong computer skills including Microsoft applications and previous experience utilizing laptop technology Skills: • Active Listening • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification • Referral Management Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - WA - Vancouver - 1145 SE 164th Ave - FISHERS LANDING BANKING CENTER (WA0119), US - WA - Vancouver - 13411 Se Mill Plain Blvd - MILL PLAIN BC (WA0109) Pay and benefits information Pay range$24.00 - $30.67 hourly pay, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $24-30.7 hourly Auto-Apply 60d+ ago
  • Senior Premier Banker Eastside Oregon District

    Wells Fargo Bank 4.6company rating

    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 Locations: Lake Oswego Branch: 552 A Ave., Lake Oswego, OR 97034 Oak Grove Branch: 14500 SE McLoughlin Blvd., Milwaukie, OR 97267 Sunnyside Marketplace Branch: 12072 SE Sunnyside Rd., Clackamas, OR 97015 SE 38th & Hawthorne Branch: 3782 SE Hawthorne Blvd., Portland, OR 97214 ***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.
    $34k-66k yearly est. 19d ago
  • Accounts Receivable Analyst

    Lower Columbia College 4.3company rating

    Credit analyst job in Longview, WA

    At a Glance! Lower Columbia College is looking for a motivated individual that is customer-service oriented and enjoys working with numbers to join our small but mighty Finance Team! The Finance Team manages all financial operations for the College. The Accounts Receivable Analyst is the key person for administering accounts receivables and providing excellent customer service to our diverse community of faculty, staff, and students here at LCC. This position works collaboratively with departments across campus to ensure effective and smooth processing of accounts receivables. The Accounts Receivable Analyst processes miscellaneous charges, administers student and military accounts, verifies billings, processes delinquent accounts, and more. The classification for the Accounts Receivable Analyst is Fiscal Analyst 1 under Washington State Classification Specifications. This position is 40 hour a week and the typical schedule is Monday through Friday, 8 am to 5 pm. The Accounts Receivable Analyst reports directly to the Student Financials Manager. Successful candidates typically start towards the beginning of the salary range and will receive scheduled salary increases. Check us out on Facebook and Instagram! Focus areas for the Accounts Receivable Analyst include but are not limited to: * Prepare, maintain, and collect billings for students, staff, college departments, outside agencies including governmental agencies and third-party contracts, and ensure payments are applied correctly. * Prepare, reconcile, and analyze accounts receivable entries. * Document support for AR Journals, reconcile support to journal, and attach to posted journals. * Troubleshoot student account issues. * Analyze data and prepare reports for Accounting Manager and Student Financials Manager. * Respond to customer inquiries with exceptional customer service. * Process past due student accounts, review automated reporting for errors, and corrects discrepancies as needed. * Manage collection accounts and serve as main contact and liaison for collection agencies and debtors. * Prepare, monitor, and reconcile repayment agreements. * Work in conjunction with Financial Aid to process and notify students of Federal, State and Military award repayments due. * Enter student account adjustments from Financial Aid and repayment charges in ctc Link to reflect Financial Aid repayments, when necessary. * Perform other duties as assigned. This description is not intended and should not be construed to be an exhaustive list of all responsibilities, skills, effort, work conditions, and benefits associated with the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Minimum Qualifications: * An Associate of Arts Degree in Accounting or closely related field AND one (1) year of full-time accounting experience OR three (3) years of full-time accounting experience. * Experience working with Microsoft Office and Google Suites or related software programs. * Demonstrated strong attention to detail, time management skills, and organization. * Demonstrated ability to work independently with frequent interruptions. * Excellent oral, written, and interpersonal communication skills. Preferred Qualifications: * Bachelor's degree in accounting, business, or related field. * Experience working in higher education. * Familiarity with accounting regulations and procedures for community and technical colleges. The minimum qualifications may seem specific and limiting, but we do consider candidates with relatable education, experience, and skills. We encourage you to apply even if you don't meet exactly what's listed. With questions about qualifications, feel free to reach out to our HR team. How to apply: An online application must be completed for consideration. Click "Apply" at the top of the page to get started. Paper submissions or emailed materials will not be accepted. A complete application must also include the following documents (attached or in the online application itself): * Letter of Interest (cover letter) - describing your interest in Lower Columbia College and this position, how your experience, knowledge/skills, education, abilities etc. meet the qualifications for this position * Resume * References - please provide at least three professional references including one current or former supervisor * Unofficial transcripts (if applicable) Upon request, accommodations are available for persons with disabilities for the Lower Columbia College hiring process. Please contact Human Resources to request an accommodation. The Human Resources Office is accessible to persons with disabilities. Residency Requirement To be employed at Lower Columbia College, applicants must currently reside in Washington or Oregon, or be willing to relocate to one of these states. This is a condition of employment for all positions at the College. Please ensure your application reflects your current residency or intent to relocate if selected for the role. Lower Columbia College Human Resources For any questions regarding this job advertisement and/or department or campus culture, please call our Human Resources office at **************, or email us directly at ********************. Equal Employment Opportunity Lower Columbia College provides equal opportunity in education and employment and does not discriminate on the basis of race, color, national origin, citizenship or immigration status, age, perceived or actual physical or mental disability, pregnancy, genetic information, sex, sexual orientation, gender identity, marital status, creed, religion, honorably discharged veteran or military status, or use of a trained guide dog or service animal as required by Title VI of the Civil Rights Act of 1964, Title VII of the Civil Rights Act of 1964, Title IX of the Educational Amendments of 1972, Sections 504 and 508 of the Rehabilitation Act of 1973, the Americans with Disabilities Act and ADA Amendment Act, the Age Discrimination Act of 1975, the Violence Against Women Reauthorization Act and Washington State's Law Against Discrimination, Chapter 49.60 RCW and their implementing regulations. All Inquiries regarding compliance with Title IX, access, equal opportunity and/or grievance procedures should be directed to Kendra Sprague, Vice President of Foundation, HR & Legal Affairs, 1600 Maple Street, PO Box 3010, Longview, WA 98632, ************************, Phone number, **************, Phone number/TTY **************. * Learn more on our Non-Discrimination and Anti-Harassment page. * The college is compliant with Title IX best practices. For more information, visit About Title IX. * The college encourages qualified members of protected classes to apply. Diversity, Equity & Inclusion LCC celebrates and embraces diversity of all kinds, including differing beliefs, cultures, people, and experiences. We commit to institutional and individual changes that recognize, understand, and challenge patterns of social inequity and systemic disparities within our ever-changing world. For more information, see Diversity & Equity. Jeanne Clery Statement: Notice of Availability of Annual Security and Fire Safety Report: In compliance with the Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act of 1998, and as a part of the College's commitment to safety and security on campus, Lower Columbia College reports the mandated information about current campus policies concerning safety and security issues, the required statistics, and other related information for the past three (3) calendar years. Lower Columbia College's Annual Security and Fire Safety Report is available online at lowercolumbia.edu/CleryASFR. Declaration Regarding Sexual Misconduct Pursuant to RCW 28B.112.080, applicants must declare whether they are the subject of any substantiated findings of sexual misconduct in any current or former employment or professional association or is currently being investigated for, or have left a position during an investigation into, a violation of any sexual misconduct policy at the applicant's current or past employers or professional association. By law, post-secondary education institutions cannot hire an applicant who does not complete this form. Mission, Vision & Values Our Mission, Vision & Values define our reason for being, and provide the framework for planning and improvement efforts at LCC. For details on LCC's Mission, Vision & Values, see our Strategic Plan. Conditions of Employment * If you are hired, you will need to provide proof of identity and documentation of U.S. citizenship or appropriate legal authorization to work for the duration of this position as required by the Immigration Reform Control Act of 1995. * Prior to a new hire, a background check including criminal record history will be conducted. Information from the background check will not necessarily preclude employment but will be considered in determining the applicant's suitability and competence to perform in the position. * This position is part of a bargaining unit subject to the WFSE HE collective bargaining agreement. * The College is committed to maintain an environment for teaching and learning which is free of drugs and alcohol. Anticipated Start Date LCC offers two start dates for new employees - the 1st and 16th or the closest working day.
    $33k-38k yearly est. Easy Apply 5d ago
  • Credit Manager

    Rexel 3.9company rating

    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. 14d ago
  • Credit Review Officer/Credit Review Officer Senior (On-site)

    Heritage Bank 4.4company rating

    Credit analyst job in Portland, OR

    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, or Oregon. Depending on qualifications and experience, Credit Review Officer or Credit 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/or credit 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
    $100.9k-126.1k yearly Auto-Apply 60d+ ago
  • Senior Premier Banker Silicon Forest District

    W.F. Young 3.5company rating

    Credit analyst job in Hillsboro, 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.
    $44k-74k yearly est. Auto-Apply 14d ago

Learn more about credit analyst jobs

How much does a credit analyst earn in Portland, OR?

The average credit analyst in Portland, OR earns between $39,000 and $92,000 annually. This compares to the national average credit analyst range of $40,000 to $93,000.

Average credit analyst salary in Portland, OR

$60,000

What are the biggest employers of Credit Analysts in Portland, OR?

The biggest employers of Credit Analysts in Portland, OR are:
  1. U.S. Bank
  2. Carson Services
  3. Robert Half
  4. Nexgen Team
  5. OLSA Resources
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