Credit Analyst - Hourly
Basic Summary of the job: The Credit Analyst Clerk supports the Credit Manager and Credit Analyst in managing customer credit risk, collections and data entry. This role is responsible for conducting credit investigations, monitoring accounts receivable, and entering accounts receivable deposits and collections. The position requires strong analytical skills, attention to detail, and effective communication to ensure adherence to company credit policies and quality standards.
Essential (primary) functions
- Review accounts receivable customer data to assess payment status, outstanding balances, credit terms, and credit limits; ensure compliance with established collection policies and procedures.
- Perform credit investigations for new and existing customer accounts using available research tools, including D&B, CRM systems, trade references, credit management organizations, and other reliable sources.
- Process online bank deposits and post collections accurately to customer accounts.
- Prepare and complete weekly, monthly, and quarterly reports related to collections and accounts receivable performance.
- Complete required training and comply with all Quality procedures related to the assigned job responsibilities.