Accounts Receivable Credit Analyst B2B
Job Location:
Addison, TX - USA
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
The Accounts Receivable Credit Analyst is responsible for managing customer credit accounts and supporting accounts receivable activities for an assigned group of customers. This role reviews customer credit information establishes and maintains credit limits releases credit-held orders follows up on past-due balances and helps resolve account and payment issues.
This role works closely withSales customers and internal teams to resolve credit and payment issues keep customer orders moving and ensure accounts are managed in accordance with company policies and established credit guidelines.
- Review and maintain customer credit limits for new and existing customers in accordance with company guidelines.
- Review and release credit-held orders throughout the day working closely with Sales to resolve issues and minimize delays to customer orders.
- Perform accounts receivable collections by phone email and written communication; follow up on past-due balances and escalate issues as appropriate.
- Research and resolve invoice discrepancies short payments overpayments and customer disputes in partnership with Sales and internal teams.
- Review credit reports payment history trade references and other customer information to support new account setup and credit-limit decisions.
- Complete periodic customer credit reviews and update credit limits based on payment history credit information and company guidelines.
- Monitor accounts receivable aging and past-due balances and take appropriate follow-up action.
- Prepare mid-month and month-end credit and A/R reports and participate in reporting calls with Sales leadership and management.
- Maintain accurate customer credit and A/R records and follow established company policies and procedures.
- Build positive working relationships with Sales and customers while resolving credit and payment issues.
- High school diploma or GED required; Associates degree in Accounting or a related field preferred.
- 3 years of experience in credit accounts receivable collections accounting customer accounts or a related area.
- Experience working with customer accounts credit limits collections or accounts receivable preferred.
- Ability to review credit reports payment history and customer information and make sound credit decisions within established guidelines.
- General understanding of accounts receivable and basic accounting principles.
- Strong problem-solving communication organization and decision-making skills.
- Ability to effectively partner with Sales and customers to resolve credit and payment issues.
- Proficiency with Microsoft Office including Excel Word and Outlook.
- Ability to manage multiple priorities and work effectively in a fast-paced deadline-driven environment.
Equal Opportunity Employer including disability and protected veteran status. If you are an individual with a disability and require an accommodation to complete the application process please contactemailprotectedto request reasonable accommodation. Only requests for accommodation in the application process will be returned from this email address. This employer uses E-Verify. Please clickherefor additional information. (For Illinois E-Verify information clickhereaquí). Sun-Source Privacy Policy
Required Experience:
IC
About Company
As one of North America's leading distributors for mobile and industrial applications, our solutions-based approach supports OEM & MRO customers with their needs in fluid power, fluid process, fluid conveyance, industrial supplies, and service & repair capabilities.
