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Yancey Bros. Co. · 2 hours ago

Credit Analyst

Austell, GA

Full-time

Onsite

New Grad, Entry Level

Yancey Bros. Co. is a long-standing authorized Caterpillar equipment dealer in Georgia, committed to serving its customers with high-quality sales and support. The Credit Analyst will conduct credit investigations, analyze credit information, and manage credit applications to ensure the financial health of the company's customer base.

Machinery

Responsibilities

Process incoming credit applications and work with customers to ensure completeness of credit applications

Conduct in-depth credit risk assessments for prospective customers. Using financial statements, credit bureau reports, trade references and more

Conduct annual credit reviews on existing customer base to ensure minimal deterioration of existing credit portfolio

Conduct ad-hoc credit reviews on existing customer base to ensure proper flow of orders

Monitor parts and service queue and release orders based off of credit availability and risk to company

Approve and set credit limits, up to authorized amounts. Prepare file and forward recommendation to management for any account over the assigned authorization level

Initial set up and ongoing maintenance of accounts in DBS/D365

Collaborate with collection to ensure high risk accounts are being actively contacted

May maintain a limited number of accounts in a collections portfolio

Participate in required safety programs, and working in a safe manner

Miscellaneous duties and reports as assigned by manager

Qualification

Analytical thinkingMathematical skillsD365 experienceCollection Automation SoftwareSpanish fluencyCustomer serviceOrganizational skillsCommunication skills