Collections Analyst
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About the role
Complete the credit evaluation & approval process for potential new customers as communicated by sales, business development, other internal groups, including:Gather and assist with evaluation of financial statementsRequest trade and bank referencesRetrieve Experian credit check reports Request additional missing documents as required by credit approval process or at management requestInvestigate other sources including Dun & Bradstreet, BCI (Business Credit Intelligence), other industry metricsCompile credit review analysis package. Present & gain approval from supervisor/AR leadership Carry out the periodic and ongoing risk assessment of existing customersTrack financial stability, payment records, outside credit reporting and scoring modelsMonitor third party financial news sources about customers Assist with the execution of financial statement audits to validate ongoing credit worthiness , escalate as necessary Following approval of customer application ensure the provision of additional security per credit review analysis package, including Validate receipt of required pre-payments, notes billing and confirm receipt of and track security deposits Process any required customer refunds Update internal software (Cforia, Oracle) with necessary credit data Complete note amortization schedules and customer note billings Calculate, create and process interest billings for revolving lines of credit Travel Required:No Environment Office : Office Temperature (65F to 75F)
Requirements
- Specialized Knowledge :
- Special Skills : Demonstrated proficiency in Excel; experience with financial systems and software (e.g. AR/AP/GL package) preferred
- Physical abilities: :
- Other: :
- Years Of Experience
- 2-5 : Applicable experience
- High School Diploma - General Studies
- Shift
- 1st Shift (United States of America)
- Company
- C&S Wholesale Grocers, LLC
- About Our Company
Benefits
Additional Information
Position Overview The Credit Analyst is responsible for the timely and effective execution of the credit evaluation and approval process for potential customers. Work performed by this role includes the gathering of all relevant information, and compilation and presentation of credit review analysis package to credit management. Additional responsibilities include monitoring credit worthiness of existing customers ongoing and execution of other credit processes. Job Description
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