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Credit & Collections Analyst

TriMark · Cleveland, OH, USA
// classified as
Other (Adjacent or hard to classify.)
posted
1d ago
location
Cleveland, OH, USA
languages
tools
> education
ms
> description
Why you’ll love it here! + Benefits include Medical, Dental, Vision, Tuition Reimbursement, Pet, and Legal Insurance + 401k+ Community Service Day + Spotlight Awards + National Sales Excellence Awards + CFSP Prep Certification Program   POSITION SUMMARY: The Credit & Collections Analyst reports to the Credit & Collections Manager Located in Cleveland, OH Full-Time In Office   The Credit & Collections Analyst plays a pivotal role in analyzing customer financial conditions, determining credit lines, and addressing accounts receivable issues. This role involves collaborating with internal teams, making informed credit decisions, and continuously improving departmental policies and procedures.   ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Credit Analysis: Analyze credit data and financial statements to assess the risk of extending credit to customers. Exercise sound judgment in risk assessment decisions, including terms, credit limits, and payment plans, based on credit reporting, trade references, and customer history. Contract Management: Track accounts receivable portions of contracts and ensure compliance with credit requirements and payment schedules. Facilitate and assess amendments to credit limits and terms for existing customers. Communication and Coordination: Liaise with Sales staff, Project Managers, Sales Managers, Senior Management, and Credit Manager to communicate credit-related information. Act as a liaison between various departments to ensure adherence to credit policies and approvals. Receivables Management: Apply payments to customer accounts accurately and in a timely manner. Address customer complaints and verify financial and credit transactions through research and effective communication. Documentation and Reporting: Ensure timely and accurate filing and release of UCCs. Prepare and distribute accounts receivable aging reports to Sales staff and Credit Manager. Professional Development: Attend NACM meetings as requested. Continuously enhance knowledge and skills related to credit, accounting, and economic principles. Customer Service and Resolution: Provide excellent customer service with a sales-minded attitude. Effectively assess, negotiate, and follow up on credit issues to resolution.   COMPETENCIES: Advanced proficiency in MS Office suite and operating systems. Strong business acumen, particularly in Accounting and Credit. Proficient in interpreting credit reports and analyzing financial data. Excellent interpersonal and communication skills. Strong interpersonal skills and a customer-centric approach. Ability to work independently, manage a heavy workload, and maintain a positive attitude Detail-oriented with excellent organizational skills.   QUALIFICATIONS & EXPERIENCE: 2 – 4 years of professional experience, or equivalent Military or practical experience. NACM certified. Clean credit background. Completion of Fair Credit Practices training. Experience in foodservice sales or distribution. Corporate contract sales experience. Ability to successfully pass a background check post offer acceptance.   #PMIndeed