Financial Health Specialist

4 days ago


Pleasant Prairie, Wisconsin, United States Uline, Inc. Full time
About the Role

As a Financial Health Specialist at Uline, Inc., you will play a crucial role in evaluating the financial health of loan applicants and making informed credit decisions. This position requires strong analytical skills, attention to detail, and excellent communication abilities.

Key Responsibilities
  • Perform thorough reviews of financial statements and prepare comprehensive reports for management review.
  • Analyze signs of possible fraud to determine account validity and protect company assets.
  • Manage a high volume of orders requiring credit review and respond to 30+ incoming calls per day.
  • Meet daily release deadlines to ensure customer orders are processed efficiently.
  • Determine and adjust credit limits based on customer requests and past payment experience.
  • Contact customers with past-due balances to assess their cash flow status.
  • Handle email communication with customers and internal departments effectively.
Requirements
  • Bachelor's degree in a relevant field.
  • 2+ years of experience in customer service, credit, collections, or call center environments.
  • Bilingual (English/Spanish/French) is a plus.
  • Proficient in Microsoft Word and Excel.
Benefits
  • Complete medical, dental, vision, and life insurance coverage.
  • 401(k) with 6% employer match.
  • Multiple bonus programs.
  • Paid holidays and generous paid time off.
  • Tuition Assistance Program covering professional continuing education.
Why Choose Uline?

Uline, Inc. is a family-owned company and North America's leading distributor of shipping, industrial, and packaging materials, employing over 9,000 staff across 13 locations. We offer a drug-free workplace and are an EEO/AA Employer/Vet/Disabled. Estimated salary range: $55,000 - $75,000 per annum.



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