Credit Analyst

DUTIES & RESPONSIBILITIES:

The Credit Analyst will have content expertise in the following areas and will be responsible for the following reporting and communication requirements as deemed appropriate by the Credit Supervisor:

• Review new accounts for proper credit limit and terms based on information received from customer or national data sources D&B and Experian.
• Review existing accounts within FMP's customer portfolio to ensure proper credit limits and terms are in place to support sales growth and also mitigate future downside risk
• Lead, organize and/or participate in projects designed to improve the Credit onboarding processes.
• Work with Field Sales and Locations to review requests for extended terms on equipment purchases, marketing programs and/or other requests as presented.
• Receive and complete requests for customer information changes in FMP systems.
• Help insure the integrity of all the accounts receivable systems and processes.
• Assist Senior Manager as needed on projects (e.g. new location list of customers loaded into Accuterm, national account upload spreadsheets prepared for IT, tax exemption certificates gathering and recording).
• Effectively communicate credit management information in written or verbal manner to all levels of management as needed.
• Provide assistance to location managers, sales people, and customer service on credit management related issues.
• Respond to customer inquiries and requests in a timely manner.
• Facilitated the setup of new accounts by accurately entering data, verifying information, and ensuring compliance with company policies.
• Establish and maintain positive relationship/communication with other departments to promote sales growth.
• Log pertinent credit and collections activity and changes in Accounts Receivable system.
• All other duties as assigned.

KNOWLEDGE, SKILLS & ABILITIES AND WORK ENVIRONMENT:

• Have a good knowledge of office procedures and equipment.
• Intermediate knowledge of Word/Excel/Outlook/Google Mail/Google Docs, working knowledge of Access is a plus
• Strong data entry skills, accuracy is paramount
• Strong research ability, able to discover/discern information needed or provided
• Intermediate PC skills utilizing various software applications and systems
• 10 key skills
• Advanced problem-solving and creative thinking skills, ability to be a good team player
• Must have excellent communication skills in building relationships and customer service
• Strong work ethic, positive attitude, customer focus
• Must be able to multi-task while still remaining detail oriented and self-motivated.

WORK ENVIRONMENT:

Work is performed 100% in a company office building. Lifting requirements of up to 25 pounds on an occasional basis may be required. Equipment used may include but is not limited to computer, typewriter, calculator, telephone, copy and fax machines. On-site position, limited opportunity for remote access due to nature of position workflow.

TASKS:

• 80% managing customer's accounts or handling customer requests
• 10% assisting with corporate / departmental projects
• 10% other duties as assigned

MINIMUM REQUIREMENTS:

• Bachelor's Degree

OR

• Three - Five years of experience working in Credit Management/Accounts Receivable/Collections

OR

• An equivalent combination of education and experience
• NACM (National Association of Credit Managers) professional designation (CBA, CBF, CCE) preferred