Analyst I

Key Responsibilities

• Conduct credit investigations and evaluate customer risk to establish credit terms and limits for new and existing accounts
• Monitor customer accounts daily, including reviewing accounts that fail credit validation, placing and releasing orders on hold, and executing collection strategies
• Document collection activities and coordinate the resolution of customer deductions and disputes
• Reconcile customer accounts and determine appropriate credit arrangements when necessary
• Support the management of accounts experiencing financial difficulties, including bankruptcies, liquidations, and other legal credit matters
• Prepare annual credit reviews in accordance with company policy
• Provide regular updates and reporting on the status and health of assigned accounts receivable portfolios
• Partner with Sales and Sales Management regarding account status and credit-related issues
• Respond to customer inquiries and provide support with invoice copies, statements, and account-related questions
• Absorb and resolve customer deductions and disputes
• Assist with maintaining customer and credit master data within SAP, including credit terms, limits, customer setup, and account structures
• Support cash application activities as needed
• Participate in special projects and continuous improvement initiatives

Qualifications

• Required: Associate degree or higher in Finance, Accounting, Business, or a related field, or equivalent experience
• Minimum of 3 years of credit and collections experience
• Fluency in both Spanish and English (written and verbal)
• Strong customer service and communication skills
• Ability to analyze financial information and make sound credit decisions
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment