Credit Analyst

About the role

Priority1 strives to go beyond simply offering jobs. We foster careers by creating a great working environment for our team members. We hire talented individuals who will provide the best support and can quickly adapt to the rapidly changing world of logistics. These talented men and women drive our business, and we are committed to their success. Priority1 was founded in 1995 and has grown into a technology-enabled third-party logistics company moving over 1.5 million shipments a year. We are privately held, debt-free, and partnered with thousands of national and regional carriers across LTL, truckload, and expedited freight. We are a rapidly growing company, with offices and sales teams expanding across the country. Priority1 specializes in consulting and managing domestic less than truckload and truckload operations for small to large shippers in North America.

Responsibilities

• Approve and control extension of credit for new and existing customers per LOA guidelines.
• Review existing customer base on monthly basis to ensure adequate credit limits are provided to customers nearing their limit.
• Confirm billing requirements and ensure billing system is set up correctly for new customers while promoting best payment practices such as ACH or Online Payments.
• Communicate with internal partners on credit decisions and ensure timely review of pending credit requests.
• Review and approve extended terms requests per LOA guidelines.
• Participate in periodic reviews with financial services leadership and take necessary action to improve performance.
• Prepare narrative analysis of findings and recommendations for any credit request which exceeds their LOA.
• Review accounts on credit hold by assessing credit worthiness of customers, including financial ratings, open invoices, in-process payments and backlog, and make recommendations for order release to supervisor.
• Provide administrative support for financial services leadership, credit reviews, ad-hoc reporting, routine tasks for top accounts, etc.

Requirements

• Credit, Accounts Receivable, accounting, finance or general business; 3+ years required; 5+ years preferred.
• Microsoft Office, including Outlook, Excel, and Word, and familiarity with an ERP platform (e.g., Oracle, Sage, AS400 etc.) - knowledge of Microsoft Dynamics GP preferred but not required.
• Strong written, oral communication and interpersonal skills with a positive disposition.
• Willingness to accommodate temporary changes in the normal working hours as required by workflow.
• Physical requirements: job functions require long periods of sitting and working from computer workstation; ability to multi‑task, problem solve, and prioritize daily workload; excellent organization and record keeping skills; comfortable with oral and written communications, primarily on the telephone and email. Requires extended periods of sitting, normal walking, bending, twisting, and stretching. Capability of sight and hearing required. Ability to deal with stressful situations and occasionally working extended hours.

Skills

• Microsoft Office (Outlook, Excel, Word)
• ERP platform familiarity (Oracle, Sage, AS400, Microsoft Dynamics GP preferred)
• Strong written and oral communication
• Interpersonal skills

Benefits

• Medical Insurance with premiums paid at 100% for employees AND dependents
• Dental Insurance 100% paid for Employee
• Vision Insurance
• HSA with Employer Contributions
• Life Insurance
• Short Term Disability
• Long Term Disability
• 401(k) Plan
• Profit Sharing: