Lead Credit Risk Analyst
1 week ago
Role Summary
The Lead Credit Risk Analyst plays a crucial role in the daily operations of the Credit Department.
Key Responsibilities:
- Facilitate the onboarding of new client accounts, which includes evaluating and following up on credit submissions, assessing customer credit histories, and establishing new accounts in accordance with approved credit limits.
- Assist in Accounts Receivable collection initiatives.
- Prepare documentation for Quarterly Internal Accounts Receivable Review Meetings.
- Oversee the management of Certificates of Insurance for clients.
- Conduct research and provide support for inquiries related to sales tax.
- Contribute to the Service Department's work order approval workflow by reviewing and making decisions on credit approval requests.
- Investigate UCC filings and associated lien regulations, and communicate findings to the Credit Manager.
- Document various Credit policies, procedures, and internal controls, and assist with Credit-related elements for the new ERP system implementation.
- Execute other recurring tasks and special projects as assigned.
Qualifications:
- Preferred: Bachelor's degree or equivalent experience.
- Five to seven years of relevant professional experience, with a preference for one to two years in credit analysis.
- Some familiarity with various state tax regulations and lien laws is desirable.
- Proficient in computer applications, particularly Microsoft Office (especially Excel), with the ability to quickly adapt to role-specific software and systems.
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