Credit Analyst

1 month ago


Orlando, United States Greentech Renewables Full time

SUMMARY:

A Credit Analyst assists in protecting the financial assets of the company within CED Credit Offices. The desired candidate will use discretion and independent judgment to investigate credit granting, manage a portfolio of receivable accounts, and review and execute legal documents on the behalf of CED. The ideal candidate requires self-motivation, must prioritize effectively, and work successfully with minimal supervision. This role is a customer-serving role, and while it does not solely focus on collections, does include collections responsibilities.


REPORTS TO: Division Credit Manager


ESSENTIAL SKILLS AND COMPETENCIES:

·       Excellent verbal and written communication skills

·       Experience in credit and collections

·       Negotiation skills

·       Microsoft Office Suite software

·       Detail oriented

·       Ability to review and analyze financial statements

·       Must be a self-starter who can handle a heavy volume of work and be able to handle multiple tasks at the same time

·       Able to solve problems


ESSENTIAL JOB FUNCTIONS:

·       Be able to manage a large accounts receivable portfolio which includes negotiating, financial review, and creating plans of action with customers and the Division Credit Manager.

·       Operation and maintenance of the daily, monthly, and quarterly functions of CED's 9ci computer system.

·       Recommend best method of collection on delinquent accounts in collaboration with the Division Credit Manager and Profit Center Manager, and escalating collection activities as required by business circumstances.

·       Ability to review credit applications and complete credit investigation to grant credit and establish credit limits.

·       Assisting the Division Credit Manager to maintain and enforce CED’s lien and bond rights for secured projects.

·       Drafting and completing lien waivers per customers’ requests.

·       Using experience and customer knowledge to determine the proper time to place accounts on credit hold in collaboration with the Division Credit Manager and Profit Center Manager.

·       Face-to-face customer meetings to establish and maintain strong relationships with customers and Profit Center Managers.

·       Negotiating differences with customers and developing plans for payment and dispute resolution.

·       Presenting payment, status, plan, reports, and information to management for quarterly credit meetings.

·       Maintaining professional relationships with Credit and Profit Center Managers and external customers.

·       Routinely working with customers to collect open accounts receivable.

·       Facilitate in-bounding customer calls, answering customer questions, and directing to the right personnel.

·       Various clerical duties.


EDUCATION AND EXPERIENCE REQUIRED:

·       Bachelor’s degree or relevant field experience.

·       5+ years of experience in commercial credit and collections.


CED is an Equal Opportunity Employer - Disability | Veteran


NOTE: Because positions may evolve due to the needs of the business, this job description may not list all essential functions and is not designed to contain a comprehensive listing of all required activities, duties, or responsibilities. Other essential functions, duties, responsibilities, and activities may be assigned at any time; with or without notice.


CED is an Equal Opportunity Employer - Disability | Veteran


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