Credit Review Analyst

Concentrix; Quezon City; On-site; PHP 320,000 - 480,000; Full time

Job summary

Concentrix is seeking a Credit Review Analyst to evaluate credit limits and terms for customer accounts and to review sales orders for release. The role involves collaboration with AR, sales, and customers in a fast-paced technology setting.

You will analyze financial statements, ensure accuracy, and support initiatives that maximize revenue while managing credit risk. Proficiency in Microsoft Office is expected.

Qualifications

• 1–3 years of experience in credit analysis or related field.
• Attention to detail and accuracy in data entry.
• Proficient English communication, verbal and written.

Responsibilities

• Evaluate new and existing customer accounts to determine credit limits and terms.
• Review and release sales orders according to guidelines.
• Collaborate with AR team, sales organization, and customers to gather information.

Skills

Credit analysis

Attention to detail

Communication skills

Time management

Multitasking

Confidentiality

Adaptability

Teamwork

Microsoft Office

Tools

Microsoft Office

Job description

The Credit Review Analyst is responsible for evaluating new and existing customer accounts to establish appropriate credit limits and terms. This role involves reviewing sales orders for release within a dynamic technology organization. Working in a fast-paced environment, the analyst collaborates closely with the Accounts Receivable (AR) team, sales organization, and customers to gather necessary information, maximizing revenue potential while effectively managing credit risk.

What You'll Do:

• Credit Evaluation and Analysis: Evaluate new and existing customer accounts to determine suitable credit limits and terms, including analyzing financial statements for credit requests. Document analyses and provide justifications for credit decisions.
• Order Review and Release: Manage a portfolio of accounts with varying complexity, reviewing and releasing sales orders according to established guidelines.
• Collaboration and Communication: Work autonomously or in team settings on strategic initiatives and projects as assigned by management, ensuring clear communication with the AR team, sales organization, and customers.

What We're Looking For:

• 1 to 3 years of relevant experience in credit analysis or a related field.
• Ability to follow instructions and seek clarification when necessary.
• Proficient in using common office equipment and basic data entry.
• Strong attention to detail with a focus on accuracy and efficiency.
• Clear communication skills, both verbal and written, in English and other local/regional languages.
• Excellent organizational and time management skills, with a commitment to completing tasks.
• Adaptability to change and ability to manage stress and pressure in high workload situations.
• Commitment to maintaining social, ethical, and organizational standards in all business activities.
• Ability to multitask effectively and maintain confidentiality regarding sensitive information.
• Strong relationship-building skills with colleagues and clients, demonstrating sensitivity to the needs and concerns of others.
• Quick learner with the ability to adapt to new systems and technologies.
• Basic proficiency in relevant computer systems and applications, including Microsoft Office (Outlook, Word, Excel).
• Basic skills in financial statement analysis and interpretation.
• Team-oriented mindset with the ability to contribute effectively.

Work Location & Setup:

• Accessibility to public transportation and prime commercial spots within North Metro Manila.