Credit & Collections Analyst

Press Glass Inc; Ridgeway (VA); On-site; USD 52,000 - 68,000; Full time

Job summary

Press Glass, Inc. in the United States is seeking a Credit Analyst to assist with the credit investigation process for new customers, audit existing accounts, and ensure timely payments.

You will maintain customer files, collaborate with sales, and perform clerical duties as directed by the Credit and Collections Manager.

Qualifications

• 2+ years of experience with commercial credit and collections, administration and clerical duties.
• Must be detail oriented with the ability to multi-task and maintain a strong focus on quality, accuracy, and attention to detail.
• Proficiency in PC skills including MS Office (Excel, Outlook, Word, OneNote) with the ability to quickly learn new systems.
• Strong analytical and organizational skills.

Responsibilities

• Assist with the credit investigation process for new customers including requesting credit references, analyzing credit reports, and contacting customers if additional information is needed, upload documents, and notate all information obtained during the credit investigation process into OneNote.
• Setup new customer accounts and recommend credit lines and terms.
• Review customer files and request updated paperwork if needed.
• Audit sales volume/payment history and recommend credit line adjustments to the Credit and Collections Manager as needed.
• Contact customers with past due balances to ensure timely payments.
• Document daily collections activity.
• Respond to customer requests such as but not limited to providing invoice copies, statements, and researching payment discrepancies.
• Work closely with team members and salespeople to resolve customer issues.
• Update and maintain prospect and project tracking spreadsheets.
• Enter and update project information as needed into the Commercial Credit and Collections Services (NCS) system to ensure lien rights are protected.
• Special projects/tasks deemed necessary as needs arise.
• Perform additional assignments per the Manager’s direction.

Skills

Credit analysis

Attention to detail

MS Office

Analytical skills

Tools

MS Office

Job description

Description

GENERAL DESCRIPTION OR SUMMARY

The Credit Analyst’s responsibilities include assisting with the credit investigation process for new customers, auditing existing customer accounts, ensuring timely payments, and maintaining customer files; fulfilling clerical duties which may include filling, data entry, and other duties determined by the Credit and Collections Manager.

ESSENTIAL JOB FUNCTIONS

• Assist with the credit investigation process for new customers including requesting credit references, analyzing credit reports, and contacting customers if additional information is needed, upload documents, and notate all information obtained during the credit investigation process into OneNote.
• Setup new customer accounts and recommend credit lines and terms..
• Review customer files and request updated paperwork if needed.
• Audit sales volume/payment history and recommend credit line adjustments to the Credit and Collections Manager as needed.
• Contact customers with past due balances to ensure timely payments.
• Document daily collections activity.
• Respond to customer requests such as but not limited to providing invoice copies, statements, and researching payment discrepancies.
• Work closely with team members and salespeople to resolve customer issues.
• Update and maintain prospect and project tracking spreadsheets.
• Enter and update project information as needed into the Commercial Credit and Collections Services (NCS) system to ensure lien rights are protected.
• Special projects/tasks deemed necessary as needs arise.
• Perform additional assignments per the Manager’s direction.

Requirements

QUALIFICATIONS, EDUCATIONAL SKILLS and EXPERIENCE

• 2+ years of experience with commercial credit and collections, administration and clerical duties.
• Must be detail oriented with the ability to multi-task and maintain a strong focus on quality, accuracy, and attention to detail.
• Proficiency in PC skills including MS Office (Excel, Outlook, Word, OneNote) with the ability to quickly learn new systems.
• Strong analytical and organizational skills.

PHYSICAL DEMANDS

• Requires regular sitting, reaching, walking, talking, standing, stooping, kneeling, crawling, and keyboarding.
• May occasionally lift/or move up to 25 pounds.
• Includes close, distance and peripheral vision, depth perception and color vision with ability to adjust focus.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

WORK ENVIRONMENT

• Work environment characteristics are representative of those an employee encounters while performing the essential function of the job.
• Noise level is usually moderate.

NOTE: The above statements are intended to describe the general nature and work level being performed by individuals assigned to this position; It is not an all-inclusive list of duties. Press Glass, Inc. reserves the right to cross-train between departments to meet the ongoing needs of the company. All personnel may be required to perform duties outside of their normal responsibilities/departments from time-to-time as needed.