Customer Financial Services Analyst
Carlisle Construction Materials

Job Info

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This position's primary function is to evaluate new and existing customer credit-worthiness during the onboarding process as well as the day to day maintenance of the accounts in support of the sales goals of CCM sales areas and all CCM divisions, while minimizing risk of bad debt.

Duties and Responsibilities:

* Perform credit investigations and evaluation of customer risk in order to approve new accounts and assign terms and credit limits.
* Monitor accounts on a daily basis: review accounts failing credit validation, place orders on hold, release orders, execute collection strategy, document collection activity, coordinator the resolution of customer deductions, reconcile customer accounts, determine appropriate special credit arrangements, provide credit counseling and making customer visits for purpose of collections as necessary. Research and provide waivers of lien, file preliminary lien notices, release warranties on hold, etc.
* Manages and elevates any account in the region that may become potential legal issues related to credit, collections such as bankruptcies, liquidations, work-outs, etc.
* Provides monthly reports to CFS Regional Manager on the condition and health of the A/R for their assigned accounts.
* Prepare annual credit reviews in compliance with credit policy.
* Communicate with field sales and sales management on status of assigned accounts.
* Provide customer service as needed and requested (invoice copies, answer statement questions, etc.)

* Assist the CFS Regional Manager in managing SAP complex structure of Customer Master and Credit Master in our ERP system, including credit terms, credit limits, sales groups, sales offices, customer set up, sales organizations, distribution channels, buying groups, parent partners, rebate partners,

* Assist department with cash application as needed.
* Participate on project teams as directed.

Education and Experience:

* Education: Associate's degree or higher in Finance, Accounting, or related Business
* Equivalency: 3-5 years of credit & collection experience
* Experience: at least 3 years of credit & collection experience

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

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