Credit/Finance Analyst

Objective:

To assist the General Manager – Finance & Credit in finance, credit, and collection activities in accordance with established company policies and procedures. The position supports efforts to maximize sales, maintain sound receivables, ensure prompt conversion of receivables to cash, and perform essential administrative duties within the Finance and Credit Department.

Credit and Account Management

• Manage the outstanding Accounts Receivable for assigned territories.
• Monitor account balances to identify potential credit risks and take corrective action as needed.
• Monitor aging reports and follow up on past due accounts.
• Work with customers and internal departments to resolve customer disputes.
• Assist with legal documentation for GM of Finance and Credit.
• Apply company credit and collection policies to assigned customer accounts within specified credit limits.

Finance Administration

• Submit finance requests and coordinate with lenders for approval and processing.
• Ensure proper and timely filing of UCCs (Uniform Commercial Code) and UCC terminations.
• Obtain and forward appropriate insurance certificates to finance companies.
• Prepare and manage equipment purchase contracts through execution and funding stages.
• Follow up on lender requirements, including UCC filings, contract corrections, and insurance documentation.

Interdepartmental and Customer Relations

• Maintain positive relationships with customers, lenders, and internal partners.

Provide accurate and timely credit information following established procedures.

Qualifications:

• Education: Bachelor’s degree required
• Experience:   Collection/Credit/Finance experience a plus but not required
  • Proficient in Microsoft Excel, Word, and Internet applications.
  • Strong analytical and problem-solving skills.
  • Highly detail-oriented and organized.
  • Effective written and verbal communication skills.
  • Proven ability to work independently and collaboratively across teams.
  • Willing to take on additional responsibilities as assigned

Other Requirements:

• • Must pass background check, physical exam, and drug screening.
  • Ability to travel occasionally as required