Credit Analyst

2 days ago


Irving, Texas, United States Matheson Tri-Gas Full time
Job Summary

We are seeking a highly skilled Credit Representative to join our team at Matheson Tri-Gas. The successful candidate will be responsible for analyzing credit reports, preparing credit packages, and ensuring accurate customer account records.

Key Responsibilities
  • Analyze Dun & Bradstreet credit report profiles to identify payment trends and business viability
  • Prepare and present complete credit packages for management review
  • Ensure accurate customer account records by updating customer files with limit changes, terms, and collection fields
  • Complete annual account reviews and limit increases/decreases
  • Monitor changes in financial reporting from Dun & Bradstreet
  • Build and maintain spreadsheets and dashboards for credit approval tracking and other projects
  • Review and release holds due to credit limits and overdue amounts
  • Identify and communicate root cause for delinquency
  • Complete weekly reporting for holds and releases to Manager
  • Perform light collections to resolve credit releases
  • Answer customer and field questions regarding account status
  • Responsible for inactive customer base documentation and escalation for outside collections
  • Communicate professionally and effectively
  • Data entry
  • Maintain active follow-up on files/pipeline
Additional Responsibilities
  • Perform other duties as assigned
  • Comply with all policies and standards
Qualifications
  • Education: Bachelor's degree in a related field
  • Work Experience: 2+ years of experience in credit analysis or a related field
  • Knowledge, Skills, and Abilities: Ability to review credit applications and complete credit investigations to grant credit and establish limits based on thresholds
  • Licenses and Certifications: None required
Physical Demands/Working Conditions

This role requires the ability to work in an office environment with frequent use of a computer and phone. The physical demands of this role are representative of those that must be met by an employee to successfully perform the essential functions of this job.


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