Credit Analyst

Overview:

What We Do

We calm the confusion of IT by guiding the connection between people and technology. If a customer is looking for a better way to manage their warehouse inventory, equip their workforce, or secure their data, we make it happen. All it takes is finding the right combination of tech hardware, software, cloud solutions, and support services. That’s what we do. We’re the IT Department’s IT Department.

Who We Are

Our team is made stronger by a multitude of backgrounds, experiences, and perspectives. It’s what makes Connection unique—what drives us to innovate and create technology solutions that stand apart from the crowd. We’d love for you to be a part of that fabric, to share your ideas and experiences with a team that thrives on fresh thinking, creativity, and helping others.

Why You Should Join Us

You’ll find supportive teammates and a rewarding career at Connection—plus great benefits. We take pride in supporting employees with a total rewards package that provides financial, emotional, and physical resources for you and your family.  Our compensation, 401k plans, medical insurance, and other benefits are progressive and competitive.  We value the importance of our employees’ emotional wellbeing. To support employees, we provide free therapy visits, mental health coaching and tools, and meditation resources. You’ll also enjoy a generous paid time off package that includes not only vacation and sick time, but also Wellness and Volunteer Time Off days. 

• Establishes credit lines for corporate customers using Virtual Credit, pulling credit bureau information (D&B), and calling outside banking institutions and trade references.
• Determines creditworthiness of a customer by using the aforementioned tools, or by analyzing financial statements.
• Approves up to $200k credit lines within department guidelines.
• Interacts with the sales organization by way of phone calls, email or face to face interactions to assist them with the credit process.
• Directs sales rep and/or customer to the credit application and assists with online completion.
• Monitors and maintains accounts for credit review. Determines if existing credit line is warranted due to current day information.
• Placing calls, contacting bank and trade information and requesting financial information and some electronic filing of credit files
• Responsibilities also include fraud detention and investigation.
• Performs all other duties or special projects as assigned.

• Working knowledge of the Microsoft Office Suite:
  • Outlook: Capable of navigating email and scheduling appointments
  • Excel: the ability to create a spreadsheet, utilize basic formulas, and manipulate data
  • Teams: Ability to schedule Teams meetings, share documents/files, and utilize chat feature
• Ability to analyze financial statements, including accurate math and data entry skills
• Proven ability to make sound decisions with consideration to business/department goals and financial information supplied
• Detail oriented with item by item focus, meticulous attention to detail with ability to proofread for accuracy
• Analytical with ability to draw conclusions from data, systematic and rational
• Excellent verbal communication skills with ability to present professional demonstrations
• Positive attitude, dependable

Preferred qualifications:

• Experience ERP systems such as; JDE, Oracle or SAP
• Familiar with Salesforce
• Previous Credit Analyst or Accounts Receivable experience
• Previous experience providing credit limits up to 300k
• Experience with business credit tools, Equifax, DNB
• Experience with financial statement analysis

Because of the possibility for fraudulent job postings on many popular job boards, please be advised that Connection will never offer a position of employment without a complete interview process and communication with a “live person".