Credit Operations Analyst

2 weeks ago

Orlando, Florida, United States MILLS & NEBRASKA Full time

The Credit Operations Analyst is tasked with overseeing the financial relationship between the company and its clients, ensuring the implementation of effective control measures. This role involves analyzing customer data to assess creditworthiness and managing the collection process to guarantee timely payments and accurate recording of transactions.

KEY RESPONSIBILITIES

  • Evaluate and process customer credit applications
  • Conduct thorough credit assessments and authorize customer credit limits
  • Manage notices and documentation related to ownership
  • Handle all aspects of partial and final waivers for clients
  • Maintain accurate records in the system, ensuring job balances and customer profiles are correct
  • Responsible for sending invoices, aging reports, account statements, and correspondence to clients
  • Coordinate necessary documentation such as insurance, warranties, contracts, and tax forms
  • Engage in collection efforts for outstanding payments, including credit card transactions and handling non-sufficient funds
  • Address issues related to short payments, credits, disputes, and customer feedback
  • Initiate legal proceedings with bonding companies, including filing liens and sending demand letters
  • Monitor accounts for completion and finalization
  • Assess and propose payment plans, following up as necessary
  • Request and coordinate final payments and credits from the sales team
  • Provide clients with requested documentation, including invoices and waivers
  • Ensure accurate application of customer payments to respective jobs
  • Analyze processes to recommend improvements and maintain effective solutions for payment challenges
  • Collect and verify customer sales tax certificates
  • Perform additional duties as required

SKILLS, KNOWLEDGE & ABILITIES

  • Familiarity with relevant laws, codes, and regulations
  • Excellent time management skills with the ability to meet deadlines
  • Hands-on experience in customer service within a financial context
  • Effective communication skills across all levels of management and with vendors
  • Ability to multitask and prioritize effectively
  • Capability to manage workflow efficiently and collaborate as part of a team
  • Proficiency in computer applications, particularly MS Office, including Excel
  • Ability to learn and utilize software proficiently
  • Strong foundational math skills
  • Analytical and problem-solving capabilities
  • Decision-making skills
  • Exceptional organizational abilities

EDUCATION/EXPERIENCE:

  • Bachelor's degree in Finance or equivalent experience
  • A minimum of five years of experience in customer credit management
  • At least three years of experience in billing and collections related to pay applications
  • Working knowledge of construction lien laws and their applications

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