Credit Analyst

Published on: October 22, 2012

This job posting expired and applications are no longer accepted.
SunWize Technologies Published: October 22, 2012
Location
San Jose , California
Skill Level
Mid Level, Mid Level
Job Type
Full-time
Categories
Analyst / Research / Finance

When you apply for this position, please say you saw this job on Green Dream Jobs!!

Description

SunWize is a subsidiary of Mitsui & Co., a global Fortune 150 company. Our mission is to make the Earth a better place by continually expanding the use of sustainable energy. For 20 years, SunWize has been the leading wholesale distributor of solar electric equipment. In addition to distribution and building industrial systems, we deliver systems that provide power for hospitals, grocery stores, water districts, vineyards and more.

Responsibilities:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  

  • Analyze credit data and financial statements to determine the degree of risk involved in extending credit
  • Evaluate customer records by reviewing bank/trade references and financial information to recommend payment plans based on earnings, savings data, payment history, and purchase activity
  • Generate financial ratios by utilizing computer programs to evaluate customers' financial status and for credit limit assessment
  • Prepare cash forecasts, past due A/R, & other special reports according to department guidelines
  • Communicate credit decisions to customers and pertinent SunWize personnel
  • Per Rules of Credit Management, maintain customer credit files and adhere to all company policies and procedures
  • Review Credit Hold List and requests for order releases daily
  • Negotiate payment arrangements 
  • Research/resolve A/R aging discrepancies
  • Maintain A/R master file information
  • Reconcile & code daily deposits
  • Review A/R Aging and perform initial and follow-up collections in timely manner
  • Submit insurance claims for export accounts as applicable
  • Refer customer accounts to collection agencies per ROCM guidelines
  • Address requests from outside agencies per ROCM guidelines
  • Provide courteous and informative customer service
  • Address customer requests as needed
  • Prepare monthly credit reviews per ROCM guidelines
  • Perform credit functions and special projects as required
Qualifications: 
  • Degree in Accounting, Business Administration, Finance, Management or a related field
  • 5 years of direct work experience in credit/collections operations
  • Strong mathematical skills and good writing abilities
  • Ability to compile and analyze credit histories and other documentation by utilizing internet and other software
  • Excellence in customer service and negotiation skills to work directly with loan applicants
  • Financial statement analytical skills are required and holding RMA-CRC certification is a plus
  • Accounting/bookkeeping background is desired
  • Keypunching experience (computer data entry and adding machine operation)
  • Basic proficiency Excel and Word, Microsoft AX experience preferred 

Compensation: SunWize offers a competitive salary plus fully comprehensive benefits. Our generous benefits package includes a 401(k) Retirement Plan, medical/dental/life/disability program, 10 days annual vacation time, 6 days sick time, 6 days of PTO time, prorated from your date of hire.

To Apply: 

All interested and qualified candidates please email a resume for immediate consideration.

SunWize is an Equal Employment Opportunity employer committed to a diverse and inclusive work environment.

When you apply for this position, please say you saw this job on Green Dream Jobs!!

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