Credit Analyst

Credit Analyst

Clearwater FL

12+ months contract with possibility of extension

Pay range: $20 - $21 /hr on W2

Position Summary:

The Credit Processing Specialist plays a vital role in maintaining positive customer relationships and ensuring the financial health of the company. This role involves meticulously reviewing credit and debit requests, ensuring compliance with established guidelines, and collaborating with internal partners to resolve customer inquiries efficiently. The specialist is instrumental in optimizing the credit process, minimizing financial risk, and contributing to the achievement of Accounts Receivable goals.

Key Responsibilities

• Case Review and Verification: Analyze credit and debit cases for completeness and accuracy. Gather and verify supporting documentation, proactively identifying and resolving discrepancies.
• Eligibility Determination: Evaluate case details against established criteria to determine if we will approve/deny requests accordingly.
• Internal Partnership & Communication: Collaborate closely with internal teams, providing timely updates on case status and responding to inquiries effectively.
• Case Processing & Approval: Prepare and submit compliant cases for appropriate levels of authorization, ensuring adherence to internal procedures.
• Record Management: Maintain accurate and up-to-date records for all accounts and cases, adhering to document retention policies.
• Credit Issuance: Process approved credit requests, preparing any necessary documentation.
• Cross-Functional Collaboration: Partner with various departments to address customer challenges and ensure seamless resolution.
• Reporting & Analysis: Participate in meetings, contribute to reports, and provide data-driven insights related to credit processing activities.