Credit / Collections Analyst

Kforce Finance and Accounting
August 16, 2019
Jacksonville, FL
Job Type



Kforce has a client in search of a Credit/Collections Analyst in Jacksonville, FL.

This position works closely with the sales department and the collectors to prepare new and existing customer credit write-ups. The main goal is to determine credit worthiness while complying with company credit policies in order to provide credit limit and term recommendations as well as proactive suggestions on customers' financial conditions in brief and concise format under direct supervision from the Credit Supervisor.

Key Responsibilities:

  • Prepares detailed credit analysis reports including recommended credit limit in a format prescribed by management; Formal summary analyzes the customer's current and forecasted financial stability and risk, and interprets the information provided into a meaningful summary; Provides solid recommendations based on facts to Credit Management for review
  • Researches and gathers financial information on customers from all sources available including the sales force, previous payment history, customer supplied data, agency ratings, bank references, internet, and trade references; Works closely with sales force to gather all appropriate information
  • Works closely with account set-up staff and sales rep with respect to initial determination of credit limit and terms in order to more efficiently service the needs of existing and new customers; Assists in determining credit limit necessary to fully enable optimum buying while minimizing risk; Also assesses credit worthiness on case by case basis for emergency orders, buy-ins and unusually large orders
  • Performs other duties and projects as assigned
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