Financial Health Specialist

3 days ago


Pleasant Prairie, Wisconsin, United States Uline Full time
Uline is a family-owned company and North America's leading distributor of shipping, industrial, and packaging materials. We are looking for a Financial Health Specialist to join our growing Finance team.

We estimate the salary for this position to be around $65,000 per year, based on the location in Pleasant Prairie, WI, and industry standards. This role involves evaluating financial health of loan applicants, preparing reports, making credit decisions, and recommending credit limits to customers.

This is a full-time position that requires strong analytical skills, attention to detail, and excellent communication abilities. You will work closely with the finance team to assess signs of possible fraud, determine account validity, and protect company assets.

The ideal candidate will have a Bachelor's degree and at least 2 years of experience in customer service, credit, collections, or a call center environment. Proficiency in Microsoft Word and Excel is also required. Bilingual skills in English, Spanish, or French are an asset.

This position offers a competitive benefits package, including complete medical, dental, vision, and life insurance coverage, as well as a 401(k) plan with a 6% employer match. You will also enjoy paid holidays, generous paid time off, and tuition assistance programs. Plus, you'll get access to on-site amenities like a café, fitness center, and walking trails.

In this role, you will perform various analyses, including thorough reviews of financial statements and preparation of reports. You will also analyze a high volume of orders requiring credit review, answer incoming calls, meet daily release deadlines, set and adjust credit limits, and contact customers with past-due balances. Your strong communication skills will help you handle email communication with customers and internal departments.

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