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Credit & Collections Analyst
Drew MarineCredit & Collections Analyst at Drew Marine responsible for collecting funds, resolving invoices and building credit files. Collaborate with internal teams and ensure compliance with company guidelines.
About the role
Key responsibilities & impact- After a training period the incumbent will be responsible for collecting funds from customers within company guidelines, resolving invoice disputes, and building credit files.
- Consistently analyze the customer ledger to extract collectible items, to uncover offsetting and unapplied items and to identify disputed items
- Contact customers and internal sources to facilitate payment
- Inform manager of serious collection issues and any major changes in account status
- Assist manager in establishing credit files for new and existing accounts, and with periodic credit review of select customers
- This entails obtaining a D&B report, bank and trade references, and financial statements (as needed)
- Review quotes and purchase orders for ‘T’ coded customers and authorize or deny shipment
- Submit monthly reports; analyze. Ad-hoc reporting
- Perform Cash Application tasks when necessary
- Work closely with Sales, Customer Service, Data Management, and Accounting
- Credit card processing and reconciliation
- Prepare customer statements of account
- Prepare quarterly business reviews.
- Send weekly sales reports for 7 account executives in North America
- Review accounts for offsets and possible refunds daily
- Prepare refunds for processing
- Other tasks may be assigned.
Requirements
What you’ll need- Must have over 3 year’s experience as a senior collector/credit manager, preferably in a corporate global environment
- Must possess solid analytical and research skills, balanced with solid interpersonal communication skills
- Experience working with automated accounting systems (i.e. JD Edwards, MAS 200)
- Proficiency in Microsoft Excel
- Knowledge of credit checking procedures required
- Must be focused, dependable and flexible.
- Must be able to manage multiple priorities and prioritize workload
- Must be able to work independently, make sound decisions and have a professional demeanor
- Ability to effectively communicate in English required.
Benefits
Comp & perks- Medical, vision, and dental insurance starting on day 1
- Drew Marine Employee Savings Plan – Current Employer Match is 100% of the first 5% contributed.
- Company paid Life Insurance
- Short Term Disability and Long-Term Disability
- 26 Paid Days Off in the first year of employment (17 personal days + 9 holidays)
- Community engagement and volunteer opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
credit managementinvoice dispute resolutioncash applicationcredit checking proceduresfinancial statement analysisdata analysisreportingcredit card processingreconciliationcustomer account management
Soft Skills
analytical skillsinterpersonal communicationdependabilityflexibilityprioritizationindependencedecision makingprofessional demeanor