Trade Partner Risk Specialist

This role is an opportunity to combine financial analysis, relationship management, and process coordination in support of Wohlsen’s trade partner prequalification program. You will independently review trade partner financial information, help identify potential risks, guide trade partners through the prequalification process, and collaborate with internal teams to support timely, informed decisions.

Trade Partner Prequalification Administration:

Submission Management

· Manage the intake, review, and tracking of trade partner prequalification submissions

· Verify that required financial, insurance, safety, and business information has been submitted

· Communicate deficiencies with trade partners and coordinate completion of outstanding requirements

· Maintain accurate records within prequalification software platforms

Reviewer Coordination

· Assign and coordinate internal reviews based on established review criteria

· Monitor completion status and facilitate timely resolution of outstanding reviews.

Trade Partner Communication

· Serve as the primary administrative contact for trade partner prequalification inquiries

· Guide trade partners through application, renewal, and documentation requirements.

· Maintain professional relationships and provide timely support throughout the prequalification process.

Financial Review & Analytical support

· Review financial submissions for completeness and compliance with prequalification requirements.

· Assist with financial trend tracking and data entry

· Calculate basic financial metrics using established templates

· Conduct financial reviews of trade partner submissions, including analysis of financial statements, trends, liquidity, leverage, and overall financial health

· Escalate elevated risks and unusual findings to Risk Management leadership as appropriate.

Reporting & Program Management

· Produce recurring reports regarding:

o Prequalification status

o Pending reviews

o Expiring qualifications

o Trade partner renewal activity

o Submission turnaround times

o Program participation metrics

· Participates in initiatives to improve the prequalification program processes & technology

· Assists with updating and providing education & training materials for other Wohlsen employees

Data Management

· Maintain trade partner records within prequalification and ERP systems.

· Add new trade partners to appropriate software platforms.

· Assist with monthly reporting & Risk Management dashboard metrics

· Support data cleanup and quality assurance initiatives.

Risk Management Department Support:

· Provide administrative and coordination support for Risk Management department initiatives and projects.

· Assist with departmental processes, documentation, reporting and workflow activities as assigned.

· Support implementation and continuous improvement of department programs, systems, and procedures

· Perform other duties as assigned in support of departmental objectives

· Reports to Prequalification & Project Risk Supervisor

· Interacts with Project Managers, Project Executives, Project Assistants, Estimators, Precon Managers, and members of the Risk Management Department

· Interacts with trade partners and their associated legal, banking and insurance representatives

· Interacts with Wohlsen’s insurance agents, brokers, & attorneys as necessary

· Set Prequalification single limit, aggregate limit & risk mitigation requirements

· Support Estimating, Preconstruction & Project teams with prequalification needs for specific projects

· Set trade partner prequalification limits and risk mitigation requirements

· Maintain confidentiality of vendor information

· Support initiatives to improve trade partner prequalification program

· Understands project risk issues, with principal focus on vendor compliance, and works with other members of risk management department to ensure compliance measures are followed

Education & Experience

· Associate's or Bachelor's degree in Business, Accounting, Finance, Construction Management, or related field preferred.

· 3–5 years of business administration, project coordination, accounting, or credit risk experience

· Sufficient accounting & financial knowledge to assess financial position & risks of companies

· Experience with platforms like CMiC, TradeTapp (or other prequalification platforms), etc. would be a plus

· Construction industry experience a plus

Preferred Skills

· Experience managing multiple deadlines.

· Strong written and verbal communication.

· Strong organizational, prioritization, and follow-through skills

· Intermediate Microsoft Excel skills.

· Ability to work independently

· Experience with database or workflow management systems.

· Construction industry experience preferred.

In a normal day, this position requires little to no standing or walking. In a normal day, the employee must be able to sit for 7+ hours. In a normal day, the employee must be able to drive 1-4 hours. Employee must be able to lift/carry up to 10 lbs. maximum; occasionally carry small objects. In this position, employee occasionally (0-33%) must be able to bend at waist, squat the knees, climb (including ladders), reach above shoulders, kneel, crawl, use feet (foot controls), and/or work at heights above 6 feet.