Regional Credit Analyst - Strategic Accounts

Regional Credit Analyst – Strategic Accounts – Ft. Worth, TX

Direct Hire Opportunity

No Sponsorship

Onsite - Fort Worth

Our client, a well-established global organization is seeking an experienced Regional Credit Analyst– Strategic Accounts to join its credit and collections team in the Fort Worth, TX area
.

This position is responsible for managing collection activity and monitoring credit risk for an assigned portfolio of strategic and large-scale customer accounts. The Credit Analyst will partner closely with sales teams and other internal stakeholders to manage accounts receivable, address delinquent accounts, establish appropriate credit limits, and support revenue growth while minimizing financial risk.

• Strong commercial credit risk analysis and collections experience.
• 3+ years of commercial credit and collections experience, preferably supporting strategic, national, or global accounts.
• Ability to evaluate financial and account information and make sound credit decisions.
• Experience working with accounting, accounts receivable, credit, or financial management systems.
• Strong analytical, critical-thinking, and problem-solving skills.
• Effective negotiation and active-listening skills.
• Excellent written and verbal communication skills.
• Ability to build productive relationships with customers, sales teams, and internal stakeholders.
• Ability to work independently while collaborating effectively within a team.
• Strong attention to detail and commitment to accurate, timely work.
• Proficiency with Microsoft Office and financial/accounting software.
• Intermediate Excel skills, including Pivot Tables, VLOOKUP/XLOOKUP, and data visualization
  .
• Experience navigating customer and vendor portals for account updates, transaction status, reporting, and payment information.
• NACM CBA or CBF certification is a plus.
• Associates's degree preferred - relevant experience will be considered.
• CBA or CBF certification is a plus.

• Analyze credit risk for new and existing customers and establish appropriate credit limits based on financial information, payment history, and overall risk.
• Exercise credit-granting authority and provide recommendations to leadership for requests exceeding established authority.
• Manage collection activities for an assigned portfolio of strategic and contracted customer accounts.
• Partner closely with Strategic Account Sales and regional teams to maximize revenue opportunities while effectively managing accounts receivable exposure.
• Develop and maintain strong working relationships with internal business partners and external customers.
• Complete new customer account setups, including special billing, credit, or contractual requirements.
• Conduct periodic credit reviews for strategic accounts, including new account reviews, annual reviews, credit-limit evaluations, and requests for changes to terms or limits.
• Analyze customer account activity and requirements to identify issues and recommend solutions that improve overall account performance.
• Research and resolve payment discrepancies, account issues, and transaction-status questions.
• Communicate and escalated significant credit or collection concerns to appropriate management.
• Utilize phone, email, customer portals, and internal systems to follow up on overdue balances and ensure timely resolution.
• Maintain accurate documentation of customer communications, credit decisions, account activity, and collection efforts.
• Identify opportunities to improve credit, collections, and accounts receivable processes.