Commercial Credit Analyst III

Lennox International • Richardson, TX

1d • Onsite

About The Position

The Commercial Credit Analyst III position reports to the Supervisor of Commercial Credit Services. This role involves conducting daily collection calls and periodic customer visits to resolve account receivable balances through various communication channels. The analyst will build internal and external customer relationships, reconcile accounts, and resolve billing issues within their assigned portfolio. A key responsibility includes reviewing and approving Commercial job sheets and protecting lien rights on jobs over $25K. The role also requires answering incoming calls via a rollover phone system, resolving complex credit problems, and communicating with various departments regarding past-due accounts. Additionally, the analyst will review order holds and make recommendations, and provide monthly updates on portfolio risk and performance to their supervisor. Prior experience working with remote teams and the ability to build relationships with remote Sales, Billing, and Branch personnel are important.

Requirements

• Requires a bachelor's degree or at least 3 years of equivalent work experience.
• Proficient in Microsoft Office and other productivity software systems.
• Advanced Excel skills are required.
• Strong understanding of Construction credit and bond/lien laws.
• Strong analytical, numeracy and research skills.
• Solid customer service, negotiation and leadership skills.

Nice To Haves

• Knowledge of SAP and Get Paid are highly desirable.

Responsibilities

• Conduct daily collection calls and periodic customer visits to resolve account receivable balances.
• Contact customers via telephone, email, and/or through customer portals.
• Build internal and external customer relationships in a professional manner.
• Reconcile accounts and resolve billing issues within assigned portfolio in a timely manner.
• Review and approve Commercial job sheets.
• Protect all lien rights on jobs over $25K within assigned portfolio(s).
• Remain in rollover phone system while answering incoming calls.
• Resolve complex credit problems and request assistance on highly sensitive accounts.
• Regularly communicate with Sales, Billing, Branches and other departments regarding past-due accounts.
• Review order holds and make recommendations on hold/release within established department guidelines.
• Provide monthly updates to supervisor regarding portfolio risk and performance.
• Build relationships with remote teams, including but not limited to Sales, Billing and Branch personnel.
• Other duties as assigned.

Benefits

• tuition reimbursement
• medical, dental, and vision insurance
• prescription drug coverage
• 401(k) retirement plan
• short-term disability insurance
• 8 weeks paid birthing leave
• 2 weeks paid bonding leave
• life and long-term disability insurance
• up to 12 days paid time off
• 2 paid well-being days
• 1 paid volunteer day
• 12 paid holidays
• 3 floating holidays per year

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level