Primary Function
Under minimal supervision, process new customer applications and customer maintenance requests. Assemble customer’s credit/financial records and other related data. Conducts research, gathers pertinent information, and performs financial analysis to determine credit capacity and creditworthiness of applicant. Based upon findings, uses independent judgment to authorize/deny customer credit limits up to $100,000 per account.
Analyst also maintains personal portfolio of customer accounts. Analyzes outstanding account receivables and reconciles account discrepancies. Conducts root-cause analysis and works w/ Credit Management, Sales, and other pertinent areas to resolve core problems.