Commercial Disposition Analyst

Petro Home Services•Woodbury, NY

About The Position

The Commercial Disposition Analyst is responsible for evaluating and processing potential new accounts brought into the Commercial Division, as well as account additions, locations, and wholesale applications. The role maintains accurate account and credit information, reviews credit limits and past-due balances, and coordinates approvals with the Credit Management Team. It also involves reviewing and filing application paperwork, estimating annual gallon usage for credit limits, and conducting business and property verification activities. The successful candidate is pleasant, professional, detail-oriented, adaptable, and able to work both independently and as part of a team. Strong communication, interpersonal, and active listening skills are important, as is the ability to interact effectively with customers and coworkers and resolve issues accurately. The organization describes itself as committed to employee professional development and opportunities for advancement. It offers a competitive compensation and benefits package; listed benefits include medical and dental coverage for full-time staff and retirement savings. The employer is an equal opportunity employer and maintains a drug- and alcohol-free workplace.

Requirements

Proven credit and collections experience.
Proficiency in Microsoft Office.
Excellent communication skills.
Ability to multitask.
High school diploma or equivalent.
Ability to work in a team environment and resolve issues accurately and independently.
Pleasant, professional, detail-oriented, focused, flexible, and adaptable approach.
Strong verbal and written communication, interpersonal, and active listening skills; ability to interact effectively with customers and coworkers.

Nice To Haves

One to two years in a customer-facing role; prior experience in a customer service setting is preferred.

Responsibilities

Approve accounts for new and current customers seeking commercial installations, additional accounts or locations, and wholesale applications.
Communicate and partner with the Credit Management Team to obtain approvals.
Keep account information up to date, including approval status, credit limits, contact information, and collector number.
Scan installation applications and input sheets into the system.
Analyze whether accounts need to be associated with other accounts, create associations as needed, and review previous annual wholesale agreements on existing accounts.
Analyze credit limits on accounts and associations.
Estimate annual gallon usage for credit limits.
Review commercial accounts for past-due balances.
Review paperwork and create account files for approvals.
Run Experian and property reports.
Submit bank inquiry requests and verify business bank information.