Credit Analyst I

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In the role of Credit Analyst I working onsite in Waukesha, Wisconsin, you will be part of the Credit and Collections Team.

The Credit Analyst I is responsible for reviewing and maintaining an assigned portfolio of accounts to ensure that A/R aging is within prescribed goals.  This position is responsible for reviewing new customer orders to ensure that requirements are met prior to releasing and following up with customers or internal stakeholders in order to resolve any issues for orders on hold.  The Credit Analyst I will participate in reviewing new credit applications to ensure that all necessary information is obtained, including pulling credit reporting, contacting references, and requesting financial information.

Major Responsibilities:

• Take ownership of assigned customer portfolio, reviewing and following up on overdue accounts professionally through email and collection calls to minimize aging. 

• Recommend, negotiate, and follow up on collection action plans for past due accounts .

• Work with customers and internal departments to resolve any potential disputes or issues with invoices. 

• Provide regular updates to internal stakeholders (including Sales, Credit, and Finance management) regarding larger outstanding balances and/or issues causing delays in the order to cash process.

• Monitor credit holds for assigned account portfolio. 

• Work with customers, Sales, and other internal or external stakeholders to address any issues preventing the release of orders. 

• Maintain customer collection files with pertinent documentation and document collection activity in accordance with policy. 

• Ensure proper account maintenance including account reconciliation, resolution of open chargebacks, credits and unapplied cash, and the application of necessary adjustments/offsets.

• Perform regular review of customers over their credit limit in order to mitigate and resolve any issues. 

• Liaison with any third-party financing providers (floor plan financing) to resolve any authorization issues.

• Respond to external credit inquiries on accounts.

• Follow established guidelines to maximize sales while mitigating risk.

Minimum Job Requirements:

Education

• Associates degree or equivalent experience

Knowledge / Skills / Abilities

• Comfortable with de-escalation or conflict resolution

• Strong communication skills – written, oral

• Comfortable in MS Office, specifically Excel

• Customer service skills

• Problem solving

• Strong organizational skills and attention to detail

• Time Management

• Self-driven

• Works well in teams

• Comfortable working in a fast paced, high work volume environment

Preferred Job Requirements:

Education

• Bachelor’s Degree

Work Experience

• Customer-facing roles

• Experience working in credit and collections

• Experience working in a business-to-business customer service role

Knowledge / Skills / Abilities

• Previous experience using SAP or equivalent ERP (Oracle, Peoplesoft, etc.)

• Reliable decision-making abilities

• Strong drive for results

• Priority setting

• Effective analytical skills

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Physical Demands: While performing the duties of this job, the employee is regularly required to talk and hear; and use hands to manipulate objects or controls.  The employee is regularly required to stand and walk.  On occasion, the incumbent may be required to stoop, bend, or reach above the shoulders.  The employee must occasionally lift up to 25 pounds. Specific conditions of this job are typical of frequent and continuous computer-based work requiring periods of sitting, close vision, and the ability to adjust focus. Occasional travel. 

“We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status, or any other characteristic protected by law.”