What are the responsibilities and job description for the CREDIT ANALYST position at Equipment Depot?
Description
POSITION SUMMARY
This position will be responsible for processing new customer credit applications and making changes to existing customer files as requisitions along with other duties listed below. This position will also provide support to business units and various departments across the organization.
Essential Functions
Reasonable Accommodations Statement
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Essential Functions Statement(s)
SKILLS & ABILITIES
Education: High school diploma required; Associates or Bachelors degree preferred
Experience: 2 years of credit/customer service
Computer Skills: Strong computer skills in the operation of all programs used by the organization including Microsoft Word, Excel and Google Applications
WORK ENVIRONMENT
Work environment varies from office to job site to industrial locations
OUR CORE VALUES
Passion to Perform- We are passionate to perform and focus on concrete achievements
Trust to Act- We are empowered to act, and act in a powerful way
Act Responsibly- We are responsible for our actions and the consequences they have for our stakeholders and our environment
Make it Fun!- We are serious about making work fun; its the way we do things
An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
The Company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the Company reserves the right to change this job description and/or assign tasks for the employee to perform, as the Company may deem appropriate.
POSITION SUMMARY
This position will be responsible for processing new customer credit applications and making changes to existing customer files as requisitions along with other duties listed below. This position will also provide support to business units and various departments across the organization.
Essential Functions
Reasonable Accommodations Statement
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Essential Functions Statement(s)
- Process, validate and review customer credit applications
- Verify and validate application information
- Pull and analyze Dun and Bradstreet reports
- Verify Trade References
- Analyze personal guarantee information
- Fraud verification review
- Analyze and assign credit limits
- Sets up COD accounts as requested
- Report monthly customer payment files to Dun & Bradstreet
- Research and resolve customer inquiries/disputes through Dun & Bradstreet
- Collaborate with Accounts Receivable team and branches to maintain and update customer accounts
- Respond to customer credit reference requests
- Generate and provide monthly statements to customers
- Update and maintain customer Certificate of Insurance verification
- Reconcile 3rd party collection billings
- Perform other duties as assigned
SKILLS & ABILITIES
Education: High school diploma required; Associates or Bachelors degree preferred
Experience: 2 years of credit/customer service
Computer Skills: Strong computer skills in the operation of all programs used by the organization including Microsoft Word, Excel and Google Applications
WORK ENVIRONMENT
Work environment varies from office to job site to industrial locations
OUR CORE VALUES
Passion to Perform- We are passionate to perform and focus on concrete achievements
Trust to Act- We are empowered to act, and act in a powerful way
Act Responsibly- We are responsible for our actions and the consequences they have for our stakeholders and our environment
Make it Fun!- We are serious about making work fun; its the way we do things
An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
The Company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the Company reserves the right to change this job description and/or assign tasks for the employee to perform, as the Company may deem appropriate.
