Credit Analyst

SunSource; Addison (IL); Sur place; USD 50 000 - 70 000; Plein temps

Résumé du poste

Medium is seeking a Credit Analyst to manage and maintain credit lines for customers in Addison, Illinois. The role involves ensuring integrity in accounts receivable, resolving disputes, and preparing reports. Candidates should have at least three years of related experience and proficiency in financial reporting.

A high school diploma is required, with an Associate's degree preferred. Strong communication and problem-solving skills, along with Microsoft Office proficiency, are essential for success in this role.

Qualifications

• Minimum of 3 years related experience required.
• Proficient in reading financial reports and D&B reports required.
• Working knowledge of business and credit law required.

Responsabilités

• Establish and maintain credit lines on accounts.
• Contact customers regarding past due balance.
• Prepare reports for monthly reporting.

Connaissances

Credit analysis

Financial report reading

Communication

Problem-solving

Microsoft Office

Formation

High school/GED diploma

Associate’s degree in Accounting

Description du poste

SunSource and its family of companies represent 270+ locations and 4,000+ employees making up one of North America’s leading value‑add industrial distribution companies. We provide customers with products and value‑added solutions within Fluid Power, Fluid Process, Fluid Conveyance, General Industrial Components, and Industrial Repair. www.sun-source.com

Establish, review, and maintain credit lines for new and existing customers that will limit the company’s exposure yet not hinder sales for an assigned portfolio of customers. Release orders to qualified customers or communicate to sales when basic criteria aren’t met. Contact customers on past due balances and assist them resolving invoice problems with the help of sales. Maintain or improve aging and dso target. Grow sales profitably.

Responsibilities

1. Contact customers regarding past due balance.
2. Research and resolve problems and disputes.
3. Establish and maintain credit lines on accounts.
4. Review and release orders on hold.
5. Compile data for mid‑month and month‑end reports for management.
6. Analyze assigned customer account orders every 2 hours daily for review/release to order or ship approval. Timely resolution to credit‑held order situations is critical to ensure on‑time delivery of customer orders.
7. Facilitate accounts receivable collection techniques such as telephone, email and written communication with assigned territory accounts, and initiate follow‑up action as necessary.
8. Initiate and complete the first phase of the credit extension process to new and existing accounts by collecting trade payment and financial information. Initial customer analysis completed in this phase to determine credit limits. Reassess limits on a rolling yearly basis.
9. Ensure timely collection and maintain integrity of company accounts receivable.
10. Audit short/overpays and disputes to resolution.
11. Prepare report for monthly reporting and participate in calls with sales leaders.
12. Perform other related responsibilities as may be assigned.

General Education and Experience

Education - High school/GED diploma required with an Associate’s degree in Accounting preferred.

Experience - Minimum of 3 years related experience required. Proficient in reading financial reports and D&B reports required; working knowledge of business and credit law; general accounting knowledge required.

Certifications - NACM credential preferred.

Computer Skills - Microsoft Office experience (Word, Excel and Outlook) required.

We are an Equal Employment Opportunity Employer M/F/V/D. We participate in E-Verify. If you are an individual with a disability and require an accommodation to complete the application process, please contact [e-mail] to request reasonable accommodation. Only requests for accommodations in the application process will be returned.