Credit Operations Analyst

SRS Distribution - Mc Kinney

McKinney, TX 75070

The Credit Operations Analyst at the Company is tasked with effectively managing the credit process and accounts receivable workflow for business customers in a dynamic B2B environment. This role encompasses data entry, filing credit applications, and delivering detailed portfolio reports while ensuring strict compliance with company policies. Candidates should demonstrate strong interpersonal skills, proficiency in relevant software, and the ability to thrive in a fast-paced team setting, with a proven capacity to prioritize tasks and meet deadlines effectively.

Support testing, validation, and implementation of credit system enhancements, automations, and process improvements.

Contribute to process improvement projects by providing insights through data analysis and participating in initiatives aimed at enhancing operational efficiency and effectiveness.

Generate and deliver detailed reports on assigned portfolios to credit management, providing actionable insights to support strategic decision-making.

Accurately perform data entry tasks, including the typing of waivers, to support the efficient processing and maintenance of credit applications.

Monitor data quality and assist with maintaining accuracy across applications, customer records, and reporting systems.

Oversee accounts receivable responsibilities, demonstrating proficiency in accounting software to streamline workflow and optimize financial performance.

Ensure adherence to company policies and credit management protocols, maintaining high standards of compliance and operational excellence.

Collaborate effectively with both local and remote teams, utilizing strong communication skills and familiarity with Microsoft Word and Excel to achieve collective goals.

Direct Manager:
The Credit Support Analyst within the Company reports directly to the Senior Credit Operations Manager.

Direct Reports:
This role does not include any direct reports. The Credit Support Analyst functions as an integral part of the credit management team and collaborates closely with both customers and internal managers to facilitate credit processes and manage accounts receivable workflows. In alignment with company objectives, the individual in this position will contribute to process improvement initiatives and provide comprehensive portfolio reports as requested by credit management.

The Credit Support Analyst in the Company is not required to undertake regular travel; however, occasional travel may be necessary to participate in off-site meetings, training sessions, or process improvement projects as directed by credit management.

The Credit Support Analyst position at the Company primarily operates within a standard office environment, requiring the use of typical office equipment including computers, telephones, and printers. The role necessitates prolonged periods of sitting and substantial focus on computer-based tasks, including data entry and document preparation. Candidates should possess the ability to engage in verbal and written communication effectively.

Occasionally, movement within the office may be required to access files or meet with team members and clients. The ability to lift and carry items weighing up to 10 pounds, such as files or office supplies, may be necessary.

The Company is committed to providing reasonable accommodations to enable individuals with disabilities to perform the essential functions of this role effectively. Applicants who may require accommodations during the application process or during employment are encouraged to communicate their needs.

The…