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OTR SOLUTIONS
Scottsdale, AZ | Full Time
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OTR SOLUTIONS
Scottsdale, AZ | Full Time
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OTR SOLUTIONS
Scottsdale, AZ | Full Time
$62k-80k (estimate)
8 Months Ago
Credit Specialist
OTR SOLUTIONS Scottsdale, AZ
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$49k-64k (estimate)
Full Time 3 Days Ago
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OTR SOLUTIONS is Hiring a Credit Specialist Near Scottsdale, AZ

OTR Solutions is an innovator in the transportation industry providing a suite of factoring, fuel, and business management focused solutions. We help new and established companies get fast access to the funds they need for daily operations. As a Private Equity backed FinTech company, we are looking to grow our best-in-class financial organization.

OTR has been recognized as a “Top Workplace” by the Atlanta Journal-Constitution since 2016!

As a Credit Analyst , you will be responsible for growing and sustaining our business primarily through the evaluation of credit limits and risk assessment of our customers while working closely with all other OTR employees on our team in pursuit of the Company’s goals and objectives.

Responsibilities:

  • Monitor and adjust daily credit limits.
  • Answer client questions regarding problems with their accounts.
  • Advise clients of necessary actions and strategies for debt repayment.
  • Record information about financial status of customer base.
  • Confer with clients to resolve any pressing issues delaying payment on their account.
  • Brainstorm to solve various assigned projects.
  • Determine if customers need to be placed on credit hold, due to past due payments or declining credit.
  • Perform various administrative functions for assigned accounts.
  • Relay information to the accounts receivables team, regarding delinquent accounts.
  • Communicate with the team about the activity of daily operations to meet deadlines efficiently.

What we look for:

  • Have strong communication, attention-to-detail and organizational skills.
  • Proficient in MS Office skills and related computer knowledge.
  • Possess an ambitious nature.
  • Possess strong problem solving skills.
  • Solution-Focused mindset.
  • Be a team player with ability to multitask.
  • Bachelor’s degree preferably in Business or related field.

Perks and Benefits:

OTR provides a competitive, comprehensive compensation package for our full-time employees:

  • Eligibility for Individual and Company bonus programs
  • Medical, Dental, Vision, Life/ AD&D Insurance, Short-Term Disability
  • Pet Insurance, Paid Family Leave, Employee Assistance Program
  • Fully Paid Maternity Leave
  • 401(k) with Company Matching
  • Generous PTO, Sick/Mental Health Days, Flex Holidays Company Paid Holidays
  • Travel Stipend to support Work Life Balance
  • Leadership Development and Training
  • Continuous Learning Professional enhancements
  • Weekly Catered Lunches Casual Dress Code
  • Company Paid Fitness Membership
  • Volunteer Days and Opportunities with Company-Partnered Charities
  • Internal Inclusion programs

OTR’s mission is to create exceptional value for our clients by providing industry leading financing and back-office solutions. Three pillars that are crucial to supporting that mission are outstanding customer service, technology that creates efficiency for ourselves and our customers, and a culture that provides the opportunity for employees to achieve greatness.

OTR Solutions is an Equal Opportunity Employer

Job Summary

JOB TYPE

Full Time

SALARY

$49k-64k (estimate)

POST DATE

06/07/2024

EXPIRATION DATE

06/22/2024

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If you are interested in becoming a Credit Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Credit Specialist for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Credit Specialist job description and responsibilities

Credit specialists perform comprehensive analyses of clients' financial histories to ascertain whether such entities qualify for loans or lines of credit.

03/27/2022: Vallejo, CA

The credit specialist should gather all pertinent applications and supporting documentation, review clients' financial histories, and then proceed to decide whether to extend financial support.

02/13/2022: Hartford, CT

They also perform reviews on customer accounts and processes pending orders within the policies of the credit department.

05/03/2022: Columbus, MS

Credit specialists protects the privacy of their clients.

04/18/2022: San Francisco, CA

Credit specialists will evaluate the client’s credit payment history, assets, liabilities, and earnings history to determine their suitability for credit terms.

04/11/2022: Benton Harbor, MI

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Credit Specialist jobs

Candidates can further their career prospects and potential by earning CCRA certification from the National Association of Credit Management.

04/19/2022: Waco, TX

There is no specific professional or licensing needed to be a credit specialists.

03/25/2022: Rochester, MN

Credit specialists should be aware of their state’s credit laws and bond requirements for credit organizations and debt collectors.

02/09/2022: Richmond, VA

Credit specialists must be comfortable with common financial software, such as Microsoft Excel, which they may use on a daily basis.

02/16/2022: Jacksonville, FL

Study and obtain understanding of commercial credit; loan documentation, loan agreements, financial spreads, financial statements, etc.

03/04/2022: Florence, SC

Step 3: View the best colleges and universities for Credit Specialist.

Florida Southern College
Colby College
Dartmouth College
University of Notre Dame
Western Washington University
Canisius College