Job Title

Credit Analyst

Entity / Location

USSM - San Marcos, Texas

Reports to/Function

Accounting Manager

Job Summary

The Credit Analyst will manage the internal new customer requests and existing customer credit limit increases, be able to review credit reports, request credit references, determine credit limits based on Thermon Customer Credit Guidelines Policy, communicate effectively with order management and salesman about delinquency on accounts when credit limits need to be raised to accommodate orders and determine the best course of action to resolve issues.

The successful candidate must be positive, focused, a team player, and able to deliver quality work, even when distracted. The professional in this position must be self-motivated, ambitious, and ready for a challenge. Critical thinking and reasoning skills are an absolute necessity to be successful in this position.

Key Responsibilities and Accountabilities

· Accountable for managing new customer requests and existing customer credit limit increases

· Actively research D&B credit reports and credit references for customer credit worthiness

· Proactively monitor accounts for outstanding invoices and report them to the collection specialist for follow up

· Effectively communicate with order management on progress of credit requests.

· Document all interaction with customers and order management to ensure reporting accuracy according to established Sox Controls

· Actively participate in process improvements to drive operational effectiveness and performance improvement that leads to a positive and measurable impact on the business

· Customer management (add new customer and credit limits with proper approvals under the Customer Credit Guideline Policy)

· Collaborates with Accounting Manager to maintain processes and procedures for new and existing customer credit requests

· Serve as backup to the Collections Specialist

· Other duties and special projects as requested by management

Key Responsibilities and Accountabilities

· 2+ years' experience in AR/Credit related job activities or associate/bachelor's degree in finance or accounting

· Proficient in Microsoft Excel (V-lookups/Pivot Tables) (AX12 is a plus)

· Excellent communication skills (speaking, listening, writing)

· Strong customer service background

·Experience with technology such as or similar to Microsoft Teams/Zoom

· Ability to pay attention to detail.

· Ability to prioritize and work on multiple projects.

· Work individually and within a team.