CREDIT ANALYST I chez Thompson Pump

Summary: The primary function of this position is to analyze credit data and financial information of other parties to determine the degree of risk involved in extending credit or lending money and effecting the collection of amounts extended.   

Primary Duties and Responsibilities:  

• Analyze credit and financial data to determine degree of risk involved in extending credit to new and existing customers. 
• Based upon the Credit Policy, review and approve orders for shipment and define applicable security documents needed to secure the company.
• Complete the filing of security documents within prescribed legal deadlines. 
• Based upon the Collection Policy, review and select accounts for effective collections of amounts owed.  Evaluate customer accounts and recommend payment plans when appropriate.  
• Answer customer questions regarding invoices and work with other departments to coordinate the resolution of customer disputes and collection of amounts owed, taking in to account the relative costs and benefits of potential actions to choose the most appropriate one. 
• Review and record payments received from customers. 
• Prepare the daily bank deposit.
• Complete invoicing and credit memo postings. 
• Complete Sales & Use Tax filings to State and Local Municipalities
• Update data in computer databases as needed or directed. 
• Maintain a written log of all verbal and written correspondence with customers and other parties contacted during the credit and collection process.
• Submit regular reports to management regarding collection efforts and the status of accounts receivable, including notification of significant changes in a customer's financial condition or development of a serious dispute.
• Be familiar with markets in which we operate, including a general knowledge of competitors, market trends and conditions. 
• Provide Receptionist Coverage
• Perform other related duties as assigned.
• Must be familiar with current Thompson Pump Credit and Collection Policies and Procedures. 
• Must have a general knowledge of how other departments in the company interact with the Credit Department. 
• Must have a personality suitable to work with a variety of people.
• Must be able to set priorities and work under minimal supervision.
• Requires excellent written and verbal communication skills in English

Qualifications:

• Strong and effective verbal and written communication
• Basic math, spelling & grammar skills
• Use logic and reasoning to identify strengths and weaknesses of alternative solutions, conclusions or approaches to problems. 
• Detail oriented and accuracy a must.
• Must be personable and helpful.
• Computer literate, including use of Word, Excel, Outlook Teams and Salesforce
• Minimal accounting experience
• Minimum two years’ experience in credit, accounting or related field.
• General office practices and procedures
• Basic understanding of business practices; Business to Business credit/ collection knowledge, especially in the construction industry and with application of Construction Lien Law general practices. 
• Ability to understand and interpret legal documents
• Understanding of TPM’s Employee Handbook and Safety Regulations.

 EQUAL OPPORTUNITY EMPLOYER