Analyst I

Carlisle Construction Materials•Carlisle, PA

About The Position

This position’s primary function is to evaluate the creditworthiness of new and existing customers during onboarding and manage day-to-day account maintenance to support the sales goals of Carlisle’s sales areas and all Carlisle divisions, while minimizing bad debt risk. Core duties include reviewing financial information and payment history, setting appropriate credit limits/terms, and coordinating with Sales and Finance to resolve issues promptly.

Requirements

Must possess working knowledge of special financial instruments such as liens, bonds, financial arrangements, security agreements, promissory notes, personal guarantees, etc.
Working knowledge of SAP is highly desired.
Must possess outstanding customer service and communication skills.
Must be able to effectively prioritize work-load in a fast-paced environment and be a team player in a department of ever-changing priorities.
Must have the ability to effectively and professional communicate and interact with customers and all levels of business management to achieve the best possible result, with the goal of preserving the customer relationship and “making the sale” whenever possible.
Must have the ability to effectively analyze various types of financial information and reach sound, informed conclusions.
Associate’s degree or higher in Finance, Accounting, or related Business or 3-5 years of credit & collection experience

Nice To Haves

Experience with GETPAID of similar bolt-on collection software a plus

Responsibilities

Perform credit investigations and evaluation of customer risk in order to approve new accounts and assign terms and credit limits.
Monitor accounts on a daily basis: review accounts failing credit validation, place orders on hold, release orders, execute collection strategy, document collection activity, coordinator the resolution of customer deductions, reconcile customer accounts, determine appropriate special credit arrangements, provide credit counseling and making customer visits for purpose of collections as necessary. Research and provide waivers of lien, file preliminary lien notices, release warranties on hold, etc.
Manages and elevates any account in the region that may become potential legal issues related to credit, collections such as bankruptcies, liquidations, work-outs, etc.
Provides monthly reports to CFS Regional Manager on the condition and health of the A/R for their assigned accounts.
Prepare annual credit reviews in compliance with credit policy.
Communicate with field sales and sales management on status of assigned accounts.
Provide customer service as needed and requested (invoice copies, answer statement questions, etc.)
Assist the CFS Regional Manager in managing SAP complex structure of Customer Master and Credit Master in our ERP system, including credit terms, credit limits, sales groups, sales offices, customer set up, sales organizations, distribution channels, buying groups, parent partners, rebate partners, etc.
Assist department with cash application as needed.
Participate on project teams as directed.
Other duties as assigned.