Credit Analyst

About This Role

The Credit Analyst provides administrative and clerical support to the Credit Department, assisting with credit processing, customer communication, and accurate maintenance of credit records. This role supports the credit evaluation process, ensures timely handling of credit releases and payments, and serves as a point of contact for sales, drivers, and customers to help maintain smooth order flow and customer service.

Responsibilities

• Review completed credit applications to ensure accuracy in Accuterm and proofread credit-related correspondence prior to submission to the Credit Manager
• Assist Credit Representatives with clerical tasks including scanning, faxing, filing, research, and documentation management
• Participate in special departmental projects as assigned
• Respond promptly to requests for credit information for current or past EMS accounts
• Answer designated phone lines for Driver, Sales, and Customers regarding account status, payments, delivery information, and checks
• Ensure EMS drivers are able to process deliveries efficiently by resolving credit or payment-related issues in a time manner
• Provide backup support to Credit Representatives in preparing monthly spreadsheets identifying accounts where credit was granted, declined, increased, or decreased across FL, NC, TX, and MO
• Assist in organizing, tracking, and reporting credit activity to the Credit Manager
• Process credit card payments through the Credit Release screen
• Release orders promptly once payment or credit approval requirements are met
• Request, collect, input, and maintain tax-exempt documentation from customers to ensure correct billing and regulatory compliance
• Participate in all special departmental projects on an as-needed basis

Requirements

• High School diploma or equivalent
• Strong written and verbal communication skills
• Proficiency in Microsoft Office
• Excellent organizational and prioritization skills with strong attention to detail and accuracy
• Ability to conduct internet and system-based research
• High level of professionalism, reliability, adaptability, and discretion when handling sensitive account information
• Ability to work independently while collaborating effectively with Credit, Sales, Transportation, and Accounting teams
• Ability to exercise sound judgement and adapt to changing priorities
• Ability to stand, walk, sit, use hands, reach with hands and arms, talk and/or hear regularly
• Occasional lifting and/or moving up to 25 pounds

Important Details

• Work environment: typical office environment with moderate noise level