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Credit Analyst

2 months ago


Calabasas, United States Equis Staffing Full time
Job DescriptionJob Description

A leading electronics manufacturing company is seeking a credit analyst to join their team. This position offers a hybrid schedule, with three days in office (Tuesday-Thursday) and two days work-from-home (Friday & Monday).

The Credit Department manages one of the company’s major assets – Accounts Receivable. Credit Analysts are the first line of communication with the Accounts Payable departments of our customers. They negotiate payments, identify problems, facilitate problem resolution, process or hold orders, initiate credit limit increases, and respond to sales requests and customer requests. This position reports to the Regional Credit Manager to administer credit policies and procedures to achieve company goals.

Responsibilities:

  • Processes orders on a timely basis and within defined credit parameters. (ea. 30 min)
  • Make approximately 20-40 credit and collection calls/emails to assigned customer accounts per day.
  • Resolves issues and collects funds. Escalate for demand if uncollectible.
  • Maintains effective customer interface to achieve company collections goals. (i.e. DSO, over 90-day percentages)
  • Records all call notes on-line and follows up on all items on a timely basis. Maintain scheduled call backs by date. Nothing over one month old.
  • Reconciles accounts by utilizing computer systems to research customer disputes.
  • Produces invoice copies, packing slips, and POD if needed in collections process.
  • Works on special projects such as tax certificates, financial statements, and resource projects.
  • Issues allowance sheets, as well as credits and rebills if needed.
  • Requests, validates and documents credit information through online workflow.
  • Assists in maintaining a current and accurate credit file for each customer.
  • Uses various sources of credit information to collect data on existing and potential new accounts.
  • Delegates work to Admin in professional manner with clear instruction.
  • Communicates terms and cyber security to sales and customers.
  • Recommends or establishes credit limits as authorized.
  • Finalize all projects as directed by Credit Manager.
  • Upload invoices to customer portal as assigned. Re-upload EDI invoices as needed.
  • Sends monthly aging reports with copy to divisions. Sends do not hold list to manager.
  • Department cross-training as needed.
  • Maintains credit review tabs and ensures annual review of customers with over $50k credit lines

Qualifications:

  • High School diploma or equivalent.
  • Technical training skills: Minimum accurate typing speed of 30 wpm.
  • Work experience: 3 years office experience, including light accounting or customer service.
  • Physical demands: Minimal. Individual must be able to speak clearly and understandably; hear communications by telephone and in person; sit for prolonged periods.
  • Proficient in Excel, Word, and Outlook.
  • Experience with collections, chargebacks, statements/invoices, and cash applications
  • Attention to detail.
  • Oral and written communication skills.
  • Tolerance for stress.
  • Cooperation with public and department members.
  • Sensitivity to others.
  • Ability and desire to continually learn.
  • Planning and organization to accomplish tasks within a normal workday
Company DescriptionOur relationships with our clients and job seekers matter equally. Our partnerships with clients and candidates are the foundation upon which our service is built. We strive to match more than keywords to fully understand the detailed requirements of every job we fill.

Our mission is to match the integral details of job requirements and skilled workers so that everyone achieves their professional and personal goals equally. This ensures that the precise match is made and the assignment will last as long as the job requires.

We offer a variety of employment services including temporary contracts, contract-to-hire, direct-hire and remote-work solutions to a variety of organizations, including Fortune 500 companies, start-ups, and not-for-profit organizations.Company DescriptionOur relationships with our clients and job seekers matter equally. Our partnerships with clients and candidates are the foundation upon which our service is built. We strive to match more than keywords to fully understand the detailed requirements of every job we fill.\r
\r
Our mission is to match the integral details of job requirements and skilled workers so that everyone achieves their professional and personal goals equally. This ensures that the precise match is made and the assignment will last as long as the job requires.\r
\r
We offer a variety of employment services including temporary contracts, contract-to-hire, direct-hire and remote-work solutions to a variety of organizations, including Fortune 500 companies, start-ups, and not-for-profit organizations.