Credit Operations Analyst

Responsibilities

• Captures and monitors sales involving third party lease companies; communicates with customers, sales team and third party lease agents to ensure process runs smoothly; tracks and produces monthly analysis of leasing activity.
• Represents Credit Administration at meetings and discussions with internal partners to develop and improve the lease transaction process. Works with key Marketing and Sales members to communicate changes or when new vendors are introduced to ensure a streamlined process. Provides periodic updates to Credit Department regarding changes to the lease transaction process.
• Facilitates communication between sales, customers, collections teams and third party loan financing institutions to ensure documentation is obtained and sales are processed and collected within a timely manner.
• Works with analytics team members on Power BI and Tableau dashboards and reports. Utilizes advanced Excel skills (pivot tables, macros, complex formulas) to analyze data, build models and streamline reporting process.
• Identifies opportunities for basic process improvements within workflows, recommends and implements changes to increase efficiency and reduce errors.
• Processes and reviews new applications in order to establish new accounts or reactivate expired accounts, including the assignment of appropriate credit terms; assists management with determining limits for high dollar accounts.
• Controls, processes and updates customer information on the system, to include updating addresses, names and making determination on regulatory components of customers through direct communication with Regulatory Affairs Department.
• Mentors for other analysts and conducts periodic cross training sessions to ensure sufficient coverage is available for all pertinent functions within the department; handles escalated calls or resolution through guidance of other associates in absence of manager.
• Communicates directly with Account Managers, Customer Engagement Managers, customers, Regulatory Affairs and eBusiness, to ensure customer account compliance with DEA and other state and federal regulatory agencies.
• Works with supervisors and management to identify, develop and process short and long term projects in order to improve efficiencies and reduce costs associated with customer master file concerns.
• Acts as primary contact for AHI and other customer identifiers to ensure accurate sales reporting is maintained with vendors; works to resolve discrepancies involving customer data.
• Collaborates with supervisors and management to identify, develop and process short and long term projects in order to improve efficiencies and reduce costs associated with customer master file concerns.
• Coordinates the process of monitoring and completing/closing of ISO accounts; ensures the completion of a monthly spreadsheet detailing ISO activity.
• Performs other duties as assigned.

Qualifications

• Technical Skills: Knowledge of basic accounting principles, Strong Microsoft Office skills required, including Microsoft Excel, Basic understanding of Power BI or Tableau dashboards and reports, Basic understanding of SQL is preferred but not required, Demonstrated ability to negotiate, Ability to prioritize and function independently, Excellent verbal and written communication skills; including both telephone etiquette and the ability to compose professional and accurate business correspondence efficiently, Extremely organized and detail-oriented