Credit Analyst at Wyoming CAT

ESSENTIAL FUNCTIONS

• Assist in collection efforts by making telephone and email contact with assigned customers on past due invoices on a monthly basis.
• Research/Call customers regarding unapplied payments and short paid invoices, and assist with reconciling and balancing customer accounts.
• Collect customer payments via online credit card portal.
• Provide high level of customer service as needed (invoice questions, account reconciliations, resolving disputes, etc.)
• Provide additional information as needed to ensure prompt payment, including freight backup, lost invoices, statements, delivery receipts and purchase order copies.

ADDITIONAL FUNCTIONS

·        Special handling of invoices, statements and purchase orders.

·        Promptly and professionally handle customer calls, questions and complaints. 

·        Submit invoices to various governmental entities for timely processing and payment. 

·        Submit invoices to customers via email and a wide spectrum of invoicing portals 

QUALIFICATIONS/KNOWLEDGE/SKILL/ABILITY

• Minimum of High School diploma or equivalent.
• Minimum of 2 years credit experience handling large or small accounts.
• Minimum of 2 years’ experience with general accounting and or bookkeeping.
• Minimum of 1 year in customer service.
• Excellent phone, verbal and written communication skills.
• Proficient in utilizing technology and Personal Computer skills including Microsoft Office (Word/Outlook) with advanced knowledge of Microsoft Excel.
• Competent with basic accounting principles and experienced with auditable cash application processes. 
• Knowledge of purchase orders, invoices, and statements.
• Types 40 words per minute.
• Understanding of banking procedures.

PREFERRED

• Finance related professional certifications and or some college is beneficial.
• Additional training with UCC codes, collections and computer knowledge very helpful.

PHYSICAL/ENVIRONMENTAL REQUIREMENTS

·        Operate basic office equipment such as; computer, copy machines, ten key calculator and the telephone.

·        Office environment requiring professional dress and appearance.

·        Usual working hours are 8 hours per day, 5 days per week.

·        Sit for 6-8 hours.

·        Walk/stand for 0-2 hours.

·        Occasionally lift up to 25 pounds

·        Operate a company vehicle requiring a valid driver’s license (driving record must meet company insurance standards and is reviewed annually).