California, Finance/Accounting

Senior Credit Analyst Costa Mesa, CA

Skills and Requirements:

  • Enter smaller deal information into an app-only portal quickly and efficiently
  • Prepare credit analysis and provide opinions and recommendations on proposed credit and potential risk
  • Communicate credit decisions to the sales team
  • Request credit applications and/or review a financial packages
  • Prepare credit analysis and provide opinions and recommendations on proposed credit and potential risk
  • Maintain customer information and assign risk ratings to each customer
  • Review new vendors/vendor program agreements and track information
  • Work closely with the Credit, Syndications, and Vendor Finance Sales team
  • Assist the credit group in various other functions as necessary, including assisting in the credit review of equipment sales
  • Must be highly motivated individual with high level of initiative and an attitude of willingness
  • Must be team player willing to assist others at all levels of the organization
  • Strong verbal and written communication skills; and excellent interpersonal skills with the ability to provide superior customer service and maintain cooperative working relationships
  • Strong attention to detail
  • Ability to communicate effectively on a one-on-one basis or in group setting
  • Ability to exercise strict confidentiality


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

Job Type: Full-time

Job Location:

  • Costa Mesa, CA

Required education:

  • Bachelor’s

Required experience:

  • Credit: 2 years

Click To Apply


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