ANALYST CREDIT
PurposeRecommends and reviews credit review points for new and existing accounts; reviews established accounts to determine compliance with credit limits and payment terms; analyzes financial statements, credit reports, security documents and Letters of Credit to maximize credit extension while managing True Value Company's risk; assists customers with claims and disputes.
Minimal supervised travel requiredResponsibilities (May perform other duties and responsibilities, as assigned).
1.
Monitors and collects outstanding debt as directed on Active/Inactive past due accounts.
2.
Reviews and approves orders after verifying Customer payment status, financial position and True Value security position.
3.
Maintains existing portfolio of account files with current financial information, business credit reports, and personal credit bureau reports.
4.
Interfaces with sales representatives, A/P department, order processing, warehouse and Customer Support on new and existing True Value stores.
5.
Initiates and follow ups on Letters of Credit, collateral deposits, wire transfers, cash applications and reconciliation of funds.
6.
Prepares, processes, files and maintains security documentation where required (UCC-1, UCC-3, L/C's, Collateral Deposits, etc.
).
7.
Performs financial statement analysis of new and existing stores to determine financial strength, credit line, security requirements, and risk analysis; consults with Regional Directors/Sales Representatives and Retail Finance Managers on analysis of operational challenges on new/existing Customers.
8.
Responsible for performing customer account reconciliation to include the identification of account statement items and communicating the status of open items to members, etc.
9.
Processes New Customer Packages, reviewing for accuracy and completeness.
10.
Contacts accounts, vendors and freight forwarders as necessary to resolve disputed invoices.
Education & Experienceo Bachelor's Degree or equivalent work experience.
o 1-3 years of experience, preferably in Finance.
o Intermediate knowledge of MS Office (Word, Excel and PowerPoint).
Licenses & Certifications:
N/APhysical Requirements (Delete those that do not apply and only keep those that apply to the role)o Balancing, Climbing, Crouching, Hearing, Kneeling, Lifting, Pulling, Pushing, Reaching, Repetitive Motion, Seeing, Sitting, Standing, Stooping, Talking, Typing, Visual Acuity, WalkingWork Environment:
Generally, works in climate-controlled office environment.
Travel:
Travel may vary in length and duration.
Recommended Skills Accounting Accounting Control Accounts Payable Business Credit Reports Claim Processing Communication Estimated Salary: $20 to $28 per hour based on qualifications.
Minimal supervised travel requiredResponsibilities (May perform other duties and responsibilities, as assigned).
1.
Monitors and collects outstanding debt as directed on Active/Inactive past due accounts.
2.
Reviews and approves orders after verifying Customer payment status, financial position and True Value security position.
3.
Maintains existing portfolio of account files with current financial information, business credit reports, and personal credit bureau reports.
4.
Interfaces with sales representatives, A/P department, order processing, warehouse and Customer Support on new and existing True Value stores.
5.
Initiates and follow ups on Letters of Credit, collateral deposits, wire transfers, cash applications and reconciliation of funds.
6.
Prepares, processes, files and maintains security documentation where required (UCC-1, UCC-3, L/C's, Collateral Deposits, etc.
).
7.
Performs financial statement analysis of new and existing stores to determine financial strength, credit line, security requirements, and risk analysis; consults with Regional Directors/Sales Representatives and Retail Finance Managers on analysis of operational challenges on new/existing Customers.
8.
Responsible for performing customer account reconciliation to include the identification of account statement items and communicating the status of open items to members, etc.
9.
Processes New Customer Packages, reviewing for accuracy and completeness.
10.
Contacts accounts, vendors and freight forwarders as necessary to resolve disputed invoices.
Education & Experienceo Bachelor's Degree or equivalent work experience.
o 1-3 years of experience, preferably in Finance.
o Intermediate knowledge of MS Office (Word, Excel and PowerPoint).
Licenses & Certifications:
N/APhysical Requirements (Delete those that do not apply and only keep those that apply to the role)o Balancing, Climbing, Crouching, Hearing, Kneeling, Lifting, Pulling, Pushing, Reaching, Repetitive Motion, Seeing, Sitting, Standing, Stooping, Talking, Typing, Visual Acuity, WalkingWork Environment:
Generally, works in climate-controlled office environment.
Travel:
Travel may vary in length and duration.
Recommended Skills Accounting Accounting Control Accounts Payable Business Credit Reports Claim Processing Communication Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
