Primary Services is seeking a skilled Credit Analyst Representative to oversee receivables by conducting risk assessments for credit policy exceptions, monitoring statuses, and coordinating activities to support the credit and collections policies for residential and commercial accounts of our prestigious client. If you're a detail-oriented professional with a knack for financial analysis and customer service, this opportunity is for you.
Responsibilities:
- Apply the company's credit and collection policies, practices, and procedures to designated customer accounts.
- Review files, reports, credit bureau documents, and financial statements to ensure compliance with deposit requirements.
- Extend credit to customers according to established policy and terms.
- Analyze customers' financial situations to determine credit extension beyond established criteria.
- Assess credit risk for aggregated portfolios and individual accounts.
- Execute the follow-up and collection program for accounts receivable.
- Communicate with management regarding special credit applications outside standard procedures.
- Investigate and prepare responses to customer complaints for various stakeholders.
- Evaluate customer eligibility for mandated activities and programs.
- Contribute to the development and implementation of credit policies and procedures.
Qualifications:
- Retail energy experience is a must.
- Excellent verbal and written communication skills.
- Ability to work independently and manage multiple tasks effectively.
- Proficiency in analyzing customer accounts, spreadsheets, and databases.
- Adaptability to new and changing responsibilities.
- Bachelor’s degree in business or related field preferred.
- Six months to two years of credit and collections experience required; banking experience preferred.
If you're ready to advance your career as a Credit Analyst Representative in a dynamic environment with competitive pay, excellent benefits, and a hybrid work schedule, apply now!
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