Performance Food Group Underwriter in La Crosse, Wisconsin
West Creek-Broadline Corp (0625)
Position Summary: The Underwriter will review, analyze and approve credit terms and credit limits to potential and existing commercial customers on applications presented by the Opco Sales Force at projected KPI levels. Conduct regularly scheduled financial reviews of existing common ownership and multi-unit concepts with large dollar A/R balances.
Position Responsibilities may include, but not limited to:
Approve credit terms and credit limits to potential and existing customers in accordance with established policy and procedures.
Review completeness of submitted Credit Applications to ensure all sections are completed, signed and dated as required by the authorized individuals of each potential customer.
Review personal credit reports and business credit reports as a component to determine creditworthiness.
When applicable, request, review, and analyze YTD and previous fiscal year ending financial statements as a component to determine credit worthiness.
Conduct credit reference checks with major suppliers as a component to determine creditworthiness.
Approve terms and credit limits on new accounts
Maintain awareness of State and Federal regulations affecting credit approval practices.
Conduct regularly scheduled reviews on existing common ownership for national chains, regional chains, and multi-unit concepts that represent large A/R exposure.
Prepare written Credit Evaluations on potential and existing customers and present findings and make term and credit limit recommendations to Senior Management.
Participate in Industry credit committee meetings
Act as a resource to Opco staff to facilitate smooth onboarding of customers
Work with Opco Credit Management staff on term change requests for existing customers.
Collaborate with Corporate and Opco Tax departments to ensure appropriate tax documentation is obtained.
Make credit limit and term recommendations to Corporate Director of Credit and Senior Leadership Team on material accounts.
Other projects or duties as assigned.
Address Line 1:
12500 West Creek Pkwy
La Crosse, Wisconsin (WI)
Full Time / Part Time:
Performance Food Group and/or its subsidiaries (individually or collectively, the "Company") provides equal employment opportunity (EEO) to all applicants and employees, regardless of race, color, national origin, sex, marital status, pregnancy, sexual orientation, gender identity, religion, age, disability, genetic information, veteran status, and any other characteristic protected by applicable local, state and federal laws and regulations. Please click on the following links to review: (1) our EEO Policy (http://pfgc.com/Policy) ; (2) the "EEO is the Law" poster (http://pfgc.com/Poster) and supplement (http://pfgc.com/Supplement) ; and (3) the Pay Transparency Policy Statement (http://pfgc.com/PayTransparency) .
Required Skills and Experience:
• Post-Secondary Degree or Diploma in Accounting, Finance, Business or equivalency.
• 3 years of Credit Approval experience preferably in the Food Service Industry
• Must be able to handle multiple tasks/projects simultaneously
• Must be able to prioritize and meet deadlines as assigned.
• Must be proficient in Microsoft Office (Outlook, Excel, PowerPoint and Word) required.
• Work requires professional written and verbal communication and interpersonal skills
• Ability to make effective presentations to a variety of employee groups
• This position must pass a post-offer background and drug test.
Preferred Skills and Experience:
• Foodservice/distribution experience.
Performance Foodservice, PFG’s broadline distributor, maintains a unique relationship with a variety of local customers, including independent restaurants and hotels, healthcare facilities, schools, and quick-service eateries. A team of sales reps, chefs, consultants and other experts builds close relationships with each customer, providing advice on improving operations, menu development, product selection and operational strategies. The Performance Foodservice team delivers delicious food, but also goes above and beyond to help independent restaurant owners achieve their dreams.
Click Here for Benefits Information (https://pfgc.com/Careers.aspx#benefits)