Financial Credit Specialist

1 week ago


Waterloo, Iowa, United States Bertch Cabinet LLC Full time

Job Type:
Full-time

Company Overview:
Bertch Cabinet, LLC, located in Waterloo, IA, is a leading manufacturer of premium kitchen cabinetry, bathroom vanities, and cultured marble surfaces. We are in search of a skilled and experienced Credit Analyst to join our team.

Position Summary:
This role is an individual contributor position reporting directly to the Credit and Collections Leader. The Credit Analyst will engage with customers daily, handling invoicing, cash collections, credit assessments, customer setup and maintenance, as well as rebate management and analysis. Collaboration with customer service, sales, and marketing teams is essential.

Key Responsibilities:

  1. Facilitate daily invoicing, deposits, and cash application tasks.
  2. Assist in evaluating new credit applications.
  3. Oversee the sales tax reporting and remittance process.
  4. Support the month-end closing activities by managing the accounts receivable subledger and providing essential reporting metrics on cash collections and accounts receivable health.
  5. Administer the quarterly calculation and distribution of customer rebates.
  6. Manage the setup process for new customers requiring cash in advance.
  7. Conduct reporting and analysis of overdue accounts, communicating findings to sales and customer service teams.
  8. Collaborate with the national accounts sales leader to compile performance metrics and conduct reviews.
  9. Resolve discrepancies related to collections and cash applications.
  10. Possess a foundational understanding of banking processes and relevant cash application experience.
  11. Utilize mainstream credit evaluation tools effectively.
  12. Perform additional duties as assigned.

Qualifications and Attributes:

  • Ability to work collaboratively with diverse team members across the organization.
  • Experience in customer interactions, particularly in requesting payments for overdue accounts.
  • Detail-oriented, accountable, and responsive.
  • Strong interpersonal skills, able to engage with all organizational levels.
  • Professional approach to resolving conflicts and seeking solutions.
  • Effective communication skills to ensure clarity and support for company policies.
  • High energy and resilience when facing challenges.

Educational and Experience Requirements:

  • Preferred degree from an accredited institution.
  • Minimum of three years of experience in finance, business, customer service, or accounting, with at least one role focused on credit and/or collections.
  • Alternatively, a combination of education and relevant work experience totaling four years.


  • Waterloo, Iowa, United States Bertch Cabinet LLC Full time

    Job Type:Full-timeCompany Overview:Bertch Cabinet, LLC is a leading manufacturer of premium kitchen cabinetry, bathroom vanities, and cultured marble surfaces. We are committed to quality and excellence, serving a vast network of dealers.Position Summary:We are seeking a dedicated and skilled Credit Analyst to join our finance team. This role is pivotal in...


  • Waterloo, Iowa, United States Warren Transport, Inc. Full time

    Job OverviewPOSITION SUMMARYThe Financial Accounting Specialist is responsible for the preparation and management of financial documentation to monitor the organization's assets, liabilities, income and expenses, tax obligations, and other related financial activities.KEY RESPONSIBILITIESConducts general cost accounting and associated tasks for the...


  • Waterloo, Iowa, United States Veridian Credit Union Full time

    Job OverviewThis position operates in a hybrid format, requiring in-office work a few days each week.Join a recognized team dedicated to exceptional service.Explore our comprehensive benefits package.SummaryThe Estate Account Management Specialist plays a crucial role in assisting families, executors, and administrators with the management of deceased...


  • Waterloo, Iowa, United States Veridian Credit Union Full time

    Job OverviewThis position operates in a hybrid format, requiring the individual to work from designated locations on a part-time basis.Join an esteemed organization that values excellence and service.Explore our comprehensive benefits package.Position SummaryThe Estate Account Management Specialist is tasked with facilitating requests from families,...


  • Waterloo, Iowa, United States SNI Financial Full time

    SNI Financial is seeking a talented individual for the role of Marketing Content Coordinator. This position is integral to our client's marketing efforts and will focus on various aspects of content management and digital marketing strategies.Key Responsibilities:* The Marketing Content Coordinator will oversee the execution of SEO strategies to enhance...


  • Waterloo, Iowa, United States Cross Country Allied Full time

    Job Description**Job Title:** Diagnostic Imaging Specialist**Job Type:** Full-time, Travel**Location:** Waterloo, Iowa**Job Description:**We are seeking a highly skilled Diagnostic Imaging Specialist to join our team at Cross Country Allied. As a Diagnostic Imaging Specialist, you will be responsible for operating and maintaining imaging equipment, preparing...


  • Waterloo, Iowa, United States UnityPoint Health Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Patient Registration Specialist to join our team at UnityPoint Health. As a Patient Registration Specialist, you will be responsible for creating accurate and thorough registration for each patient visit, obtaining demographic and financial information, and ensuring timely billing.Key...


  • Waterloo, Iowa, United States UnityPoint Health Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Patient Registration Specialist to join our team at UnityPoint Health. As a Patient Registration Specialist, you will be responsible for creating accurate and thorough registration for each patient visit, obtaining demographic and financial information, and ensuring timely billing.Key...


  • Waterloo, Iowa, United States UnityPoint Health Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Patient Registration Specialist to join our team at UnityPoint Health. As a Patient Registration Specialist, you will be responsible for creating accurate and thorough registration for each patient visit, obtaining demographic and financial information, and ensuring timely billing.Key...


  • Waterloo, Iowa, United States Lutheran Services in Iowa Full time

    Job OverviewIf you are passionate about making a meaningful impact in the lives of individuals and families, Lutheran Services in Iowa is seeking a dedicated Housing Specialist.About UsLutheran Services in Iowa (LSI) has been a cornerstone of support for children, adults, and families for over 150 years. Our Refugee and Immigrant Services empower new Iowans...

  • Travel Nurse RN

    5 days ago


    Waterloo, Iowa, United States Cross Country Nurses Full time

    Job Title: Travel Nurse RN - Cardiac Cath Lab SpecialistJob Summary:Cross Country Nurses is seeking a skilled Travel Nurse RN - Cardiac Cath Lab Specialist to join our team. As a Cardiac Cath Lab Nurse, you will play a critical role in assisting physicians with diagnostic and interventional procedures, ensuring the highest level of patient care and...


  • Waterloo, Iowa, United States Cross Country Nurses Full time

    Job DescriptionCross Country Nurses is seeking a skilled Travel Nurse RN Specialist to provide high-quality patient care in a telemetry setting.Key Responsibilities:Monitor and manage patients with complex cardiac conditions, including congestive heart failure, stroke, and COPD.Collaborate with healthcare teams to develop and implement effective care...


  • Waterloo, Iowa, United States UnityPoint Health Full time

    Job SummaryWe are seeking a highly skilled Supply Chain Specialist to join our team at UnityPoint Health. As a key member of our supply chain team, you will be responsible for ensuring the accurate and timely replenishment of supply closets and ordering of supplies for clinical departments.Key ResponsibilitiesConduct regular PAR counts to ensure accurate...


  • Waterloo, Iowa, United States Cross Country Healthcare Full time

    Job SummaryCross Country Healthcare is seeking a skilled Travel Nurse RN Telemetry Specialist to provide high-quality patient care in a dynamic healthcare environment.Key ResponsibilitiesProvide comprehensive care to patients requiring cardiac monitoring and frequent vital sign assessments.Collaborate with interdisciplinary teams to develop and implement...


  • Waterloo, Iowa, United States Cross Country Nurses Full time

    Job Title: Travel Nurse RN Cardiac Cath Lab SpecialistJob Summary:Cross Country Nurses is seeking a skilled Travel Nurse RN Cardiac Cath Lab Specialist to join our team. As a Cardiac Catheterization Lab Nurse, you will play a critical role in assisting physicians with diagnostic and interventional procedures, ensuring the highest level of patient care and...


  • Waterloo, Iowa, United States Cross Country Healthcare Full time

    Job DescriptionWe are seeking a skilled Travel Nurse RN Telemetry Specialist to join our team at Cross Country Healthcare. As a telemetry nurse, you will be responsible for the care of patients who require cardiac monitoring and frequent vital sign checks.Key Responsibilities:Provide high-quality patient care to patients with complex diagnoses, including...

  • Accounting Specialist

    2 weeks ago


    Waterloo, Iowa, United States Waterloo Fiber Full time

    Job OverviewSalary: Up to $60,000 base depending on experience, plus performance incentives.JOB TITLE: BOOKKEEPERDEPARTMENT: OPERATIONSREPORTS TO: GENERAL MANAGER OF TELECOMMUNICATIONSPOSITION SUMMARY:This role entails providing administrative support by executing intricate bookkeeping functions for Waterloo Fiber. The position operates under the general...

  • Accounting Specialist

    2 weeks ago


    Waterloo, Iowa, United States Waterloo Fiber Full time

    Job OverviewSalary: Up to $60,000 base depending on experience, plus incentive pay.POSITION TITLE: BOOKKEEPERDEPARTMENT: OPERATIONSREPORTS TO: GENERAL MANAGER OF TELECOMMUNICATIONSSUPERVISION: N/AFLSA STATUS: NON-EXEMPTAPPLICATION DEADLINE: OPEN UNTIL FILLED POSITION SUMMARY:This role involves providing administrative support through the execution of...


  • Waterloo, Iowa, United States Community Bank & Trust Full time

    Job OverviewCommunity Bank & Trust is committed to delivering exceptional customer experiences and is seeking a dedicated individual to support our mission.The ideal candidate will possess excellent communication skills, a strong work ethic, and a passion for building relationships with customers.Key Responsibilities:Process customer transactions in a timely...


  • Waterloo, Iowa, United States Trinity Health Full time

    Employment Type: Full-time Shift: Day Shift Position Overview: Join our dedicated team at Trinity Health as a Radiologic Imaging Specialist. This full-time role involves performing essential diagnostic imaging services in a patient-centered environment. Key Responsibilities: Conduct routine and emergency radiographic procedures for various patient...