Credit Analyst
Connection - new york city, NY
Apply NowJob Description
As a Credit Analyst, you establish credit lines for net-term accounts by obtaining credit information through online agencies andor phone contact with customers providing credit references. The Credit Analyst conducts credit investigations, analyzes credit information, and establishes defendable credit limits. The Analyst provides credit information and references for customers. Investigates all available sources of credit and financial information.Primary Job Duties:Establish credit lines for corporate customers using Virtual Credit, pulling credit bureau information (D&B), and calling outside banking institutions and trade references.Determine a customer's creditworthiness by using the aforementioned tools or by analyzing Financial statements.Approve up to $200k credit limits within department teract with the sales organization through phone calls, email, or face-to-face interactions to assist them with the credit process.Direct sales reps andor customers to the credit application and assist with online completion.Monitor and maintain accounts up for credit review. Determine if an existing credit line is warranted due to current-day information.Place calls, contact bank and trade information, and request financial information and someElectronic filing of credit files.Job Qualifications:Associate's Degree or the equivalent combination of education and work experienceWorking knowledge of Microsoft Office Suite with the ability to navigate email and schedule appointments in Outlook; create spreadsheets, utilize basic formulas, and manipulate data in Excel; schedule meetings, share documents and files, and utilize the chat feature in Microsoft Teams.Ability to analyze financial data, including accurate math and data entry skillsProven ability to make sound decisions with consideration to businessdepartment goals and financial information suppliedDetail-oriented with item-by-item focus, meticulous attention to detail with the ability to proofread for accuracyAnalytical with the ability to draw conclusions from data, systematic and rationalExcellent verbal communication skills with the ability to present professional demonstrationsPositive attitude, dependablePreferred Qualifications:Experience ERP systems such as; JDE, Oracle, or SAPFamiliar with SalesforcePrevious Credit Analyst or Accounts Receivable experiencePrevious experience providing credit limits up to 300kExperience with business credit tools, Equifax, DNBExperience with financial statement analysisBecause of the possibility of fraudulent job postings on many popular job boards, please be advised that Connection will never offer a position of employment without a complete interview process and communication with a "live person."
Created: 2025-02-22