Advanced Test Equipment Corp Credit Analyst III

Advanced Test Equipment Corp is seeking a Credit Analyst III

Responsible for contract review and issuing credit to ATEC customers that meet the company policy requirements. Records payments to customers’ accounts.

• Conducts credit investigations and analyzes all available sources of credit and financial information to obtain credit information from date order has been confirmed for all customers requesting terms; notifies customers and sales staff of unsuccessful compliance with ATEC’s credit & order policy.
• Investigate all available sources of credit and financial information.
• Evaluates and monitors orders for customer stability and suggests credit limitations to management.
• Reviews Orders to ensure order accuracy. Ensures correct documents are submitted with required information before releasing Holds on order.
• Analyzes customer credit, process orders, sends order acknowledgement for additional required information and release for shipment when applicable according to company Credit Policy; notifies Manager or Senior Level Credit Analyst of discrepancies
• Prepares summaries, presents facts, and occasionally offers opinions concerning creditworthiness of customers.
• Follows work instructions, policies, and credit process to ensure metrics are met.
• Records all documentation for potential past due accounts.
• Experienced in working with Third Party Collection Agency and lawsuits related to past due customers.
• Prepares Final Review and Final Notice for non-responsive past due customers.
• Contact customer directly to explain process and alternative options if customer does not pass Credit Criteria.
• Processes credit card payments via phone with signed quote.
• Maintains database of customer credit information; perform periodic customer credit reviews to assess credit worthiness.
• Reports to Manager bankruptcy notices, and/or verbal notices of customer cash flow problems.
• Maintains all confidential documents per policy in Customer files in accounting share drive.
• Reviews Order Process Board and communicates within the accounting department and other departments to ensure all open items are processed and closed.
• Possesses comprehensive knowledge of subject matter.
• Handles complex issues and problems and refers only the most complex issues to higher-level staff.
• May provide leadership, coaching and mentoring of a subordinate group.
• Performs other assigned tasks and duties necessary to support the Accounting Department.

• Four-six years’ experience in B2B credit evaluation.
• Four-six years’ experience in a similar role/industry.

• Bachelor’s degree in accounting or finance

• Excellent oral, written, interpersonal skills.
• Ability to work and collaborate effectively with co-workers, customers/clients, and guests.
• Ability to read and write English.
• Ability to use a computer for communication/information purposes.

• Communication
• Quality of Work
• Job Knowledge
• Accountability

• Understands and complies with the contents of the Employee Handbook, as well as with company policies.
• Demonstrates knowledge of policies and procedures applicable to own job description.
• Adheres to all policies and procedures.
• Respect and honors requests of management for supporting interim rules or practices when required.

Interested candidates, please submit your cover letter and resume to Maura Wodarski, by clicking below.