Credit Review Manager

Agilysys; Alpharetta (GA); On-site; USD 50,000 - 90,000; Full time

Job summary

An innovative software development company is seeking a Credit Review Manager to enhance guest experiences through effective credit management. In this role, you will evaluate the creditworthiness of customers, establish credit limits, and monitor accounts to optimize cash flow and profitability. This position offers the opportunity to work collaboratively across departments, ensuring compliance and improving processes. If you thrive in a fast-paced environment and are passionate about building customer relationships, this role is perfect for you. Join a forward-thinking team dedicated to transforming the guest experience through technology.

Qualifications

• Bachelor’s degree in Finance or Accounting with 2+ years of relevant experience.
• Proficient in Microsoft Office and excellent communication skills.

Responsibilities

• Evaluate creditworthiness of customers and set appropriate credit limits.
• Collaborate with departments to expedite the credit review process.

Skills

Credit Analysis

Communication Skills

Problem Solving

Customer Relationship Management

Organizational Skills

Education

Bachelor’s degree in Finance or Accounting

Associate's degree in Finance or Accounting

High School Diploma

Tools

Microsoft Office (Excel, Word, PowerPoint, Outlook)

NetSuite

Job description

Overview: Agilysys, Inc. (NASDAQ: AGYS) is an innovative software development company dedicated to transforming the guest experience by improving the quality of service through technology. Our goal is to help our customers win the guest recruitment battle, enhance guest engagement, and increase guest spending. Agilysys operates extensively throughout North America, with additional sales and support offices in Singapore and Hong Kong. For more information, visit www.agilysys.com.

Agilysys is looking for a Credit Review Manager to join our growing team. The Credit Review Manager is responsible for the process of evaluating and assessing the creditworthiness of potential and existing customers. The Credit Analyst will establish credit limits for new customers within acceptable levels of risk tolerance and corporate guidelines. In addition, this individual will monitor and manage existing credit limits to protect the assets of Agilysys while increasing cash flow and profitability.

Responsibilities:

1. Utilize and interpret credit reports, financial statements, and related information to determine appropriate credit limits for new and existing customers.
2. Analyze, assess, and report on the risk of potential new accounts and make recommendations to management regarding risk reduction strategies and alternative financing methodologies.
3. Manage customer accounts with special arrangements by contacting customers for payments, monitoring receipts within the new customer portfolio by engaging in phone calls and/or emails. This includes negotiating payment arrangements as well as building relationships with internal or external customers to understand their needs and issues.
4. Work collaboratively with various departments internally to resolve issues, improve processes, and manage customer accounts in order to expedite the credit review process from customers.
5. Collaborate closely with the Contract Administration team and Customer Set Up team on the creation of accounts; parent/child relationships as it relates to credit lines and setting customer criteria for the Collection team.
6. Communicate with all levels of the sales team regarding new and existing accounts on creditworthiness, contract, and supplement questions until resolution is achieved.
7. Maintain compliance with required internal controls and departmental procedures by ensuring all documentation and approvals are acquired and retained for internal and external auditors.
8. Assist with training and mentoring as requested by direct manager and management.
9. Prepare and submit delinquent accounts to an attorney or outside agency for collection. Fulfill all requests for documentation to ensure maximum payments from referred accounts. Monitor and track for management status of all third-party collections.
10. Other duties as assigned.

BASIC REQUIREMENTS:

1. Bachelor’s degree in Finance, Accounting, or related degree with 2+ years of Credit, Collections, and/or A/R experience OR Associate's degree in Finance, Accounting, or related degree with 3+ years of Credit, Collections, and/or A/R experience OR High School Diploma and 7+ years of Collections, Credit, and A/R experience.
2. Proficient in Microsoft Office software (Excel, Word, PowerPoint, Outlook).
3. Excellent verbal and written communications skills.
4. Ability to quickly build rapport with customers.
5. Highly organized and able to work independently.
6. Ability to rapidly solve complex problems.
7. Adaptable to change in a fast-paced environment.
8. Demonstrate positive and professional behavior as a member of a team.

DESIRED CHARACTERISTICS:

1. Experience with NetSuite software is a plus.
2. Experience working with a software company.
3. Experience in the hospitality or gaming industry.
4. Ability to understand and match billing to contracts.