Credit Analyst

Palmer-Donavin•Urbancrest, OH

8d•Onsite

About The Position

The Credit Analyst is responsible for managing past-due customer accounts, collecting outstanding receivables, and helping protect one of Palmer-Donavin’s key assets: Accounts Receivable. This role plays a critical part in supporting cash flow, reducing write-offs, and maintaining strong financial performance across the business. This position requires strong follow-through, attention to detail, and the ability to balance customer service with effective collection practices. The Credit Analyst works closely with customers, sales representatives, operations, and the credit team to resolve payment issues, invoice discrepancies, credit holds, and account concerns in a timely and professional manner. Success in this role means keeping accounts current, documenting account activity accurately, communicating proactively, and helping ensure customer issues are resolved quickly and completely.

Requirements

High School Graduate or General Education Degree (GED) required
Satisfactory criminal history check
Satisfactory credit history check
Signed confidentiality agreement

Nice To Haves

Experience in accounts receivable, collections, credit, customer service, accounting, or related field preferred
Strong written and verbal communication skills
Ability to handle difficult customer conversations professionally and confidently
Strong attention to detail and accuracy
Ability to prioritize work and manage multiple accounts in a fast-paced environment
Working knowledge of Microsoft Office, including Excel and Outlook
ERP, accounting system, or accounts receivable software experience preferred

Responsibilities

Review and prioritize past-due accounts based on balance, aging, and payment history.
Contact customers by phone and email to collect outstanding balances and determine reasons for non-payment.
Maintain detailed collection notes and update customer account records accurately.
Partner with sales representatives to resolve account issues and gather information needed for collection efforts.
Communicate with operations regarding COD requirements, order holds, shipment issues, returns, and customer discrepancies.
Research and resolve invoice discrepancies related to pricing, returns, shipments, credits, or product issues.
Review orders on credit hold and determine whether orders can be released for processing.
Recommend appropriate next steps for accounts that may require credits, write-offs, third-party collections, or account updates.
Support Accounts Receivable performance goals, including maintaining current balances and reducing past-due aging.
Help convert customers to electronic invoices, statements, acknowledgments, and alternative payment methods.
Document job processes and support cross-training to ensure consistent account coverage.