Credit Analyst I

Generac Power Systems•Waukesha, WI

2d•Onsite

About The Position

We are Generac, a leading energy technology company committed to powering a smarter world. Over the 60 plus years of Generac’s history, we’ve been dedicated to energy innovation. From creating the home standby generator market category, to our current evolution into an energy technology solutions company, we continue to push new boundaries. In the role of Credit Analyst I working onsite in Waukesha, Wisconsin, you will be part of the Credit and Collections Team. The Credit Analyst I is responsible for reviewing and maintaining an assigned portfolio of accounts to ensure that A/R aging is within prescribed goals. This position is responsible for reviewing new customer orders to ensure that requirements are met prior to releasing and following up with customers or internal stakeholders in order to resolve any issues for orders on hold. The Credit Analyst I will participate in reviewing new credit applications to ensure that all necessary information is obtained, including pulling credit reporting, contacting references, and requesting financial information.

Requirements

Education Associates degree or equivalent experience
Knowledge / Skills / Abilities Comfortable with de-escalation or conflict resolution
Strong communication skills – written, oral
Comfortable in MS Office, specifically Excel
Customer service skills
Problem solving
Strong organizational skills and attention to detail
Time Management
Self-driven
Works well in teams
Comfortable working in a fast paced, high work volume environment

Nice To Haves

Education Bachelor’s Degree
Work Experience Customer-facing roles
Experience working in credit and collections
Experience working in a business-to-business customer service role
Knowledge / Skills / Abilities Previous experience using SAP or equivalent ERP (Oracle, Peoplesoft, etc.)
Reliable decision-making abilities
Strong drive for results
Priority setting
Effective analytical skills

Responsibilities

Take ownership of assigned customer portfolio, reviewing and following up on overdue accounts professionally through email and collection calls to minimize aging.
Recommend, negotiate, and follow up on collection action plans for past due accounts .
Work with customers and internal departments to resolve any potential disputes or issues with invoices.
Provide regular updates to internal stakeholders (including Sales, Credit, and Finance management) regarding larger outstanding balances and/or issues causing delays in the order to cash process.
Monitor credit holds for assigned account portfolio.
Work with customers, Sales, and other internal or external stakeholders to address any issues preventing the release of orders.
Maintain customer collection files with pertinent documentation and document collection activity in accordance with policy.
Ensure proper account maintenance including account reconciliation, resolution of open chargebacks, credits and unapplied cash, and the application of necessary adjustments/offsets.
Perform regular review of customers over their credit limit in order to mitigate and resolve any issues.
Liaison with any third-party financing providers (floor plan financing) to resolve any authorization issues.
Respond to external credit inquiries on accounts.
Follow established guidelines to maximize sales while mitigating risk.