Position Summary:
The Credit TRX Analyst is responsible for facilitating the collection of assigned accounts receivable and providing financial and analytical information to the assigned Account Executives, Marketing Associates and District Sales Managers to maintain collections and manage risk within Company guidelines. The position is responsible for performing initial analysis on credit profiles of new customers and making term recommendations. The position is directly responsible for the investigation and collection of delinquent accounts.
Essential Duties & Responsibilities:
- Performs regular review of assigned customers’ account status to ensure timely payment according to terms.
- Manages credit hold policy; reviewing customer account status, payment performance, and sales collection action prior to approving/declining order release.
- Provides regular communication with Marketing Associates, District Sales Managers and Account Executives on customer account status to maximize collection rate and timely resolution of discrepancies.
- Researches and resolves account disputes, rejected / returned payments, skipped payments/invoices and corresponds with customers to reconcile payments and resolve past due balances.
- Makes recommendations to department management on potential bad debt accounts according to company guidelines.
- Performs regular review of customer files to manage risk and remain compliant with audit controls and company policy.
- Oversee the customer claims process. Review and analyze credit requests and supporting documentation and obtain appropriate approval according to Sysco policy.
- Resolve aged claims to ensure all credits are processed within 30 days.
- Prepare journal entries as part of the month-end close process and ensure that assigned tasks related to the month end close are completed timely and accurately.
- Performs other related duties as requested.
Education:
- High school diploma or equivalent.
- Associate Degree (A.A) Accounting is preferred or related quantitative background.
Minimum Experience:
- Minimum 1 year in credit/collections or equivalent combination of education and experience.
- Strong analytical and problem-solving skills paired with the ability to develop creative and efficient solutions.
Skills & Abilities:
- Advanced computer skills required, proficient with MS office applications such as Outlook, Word, Excel and PowerPoint.
- Proficiency with 10-key calculator.
- Must be able to analyze data and draw logical conclusions and recommendations.
- Proficient mathematical and analytical skills.
- Excellent accuracy, record keeping, organization, prioritization and problem-solving skills.
- Outstanding communication (written and verbal) and follow up skills.
