Credit Analyst

SunSource and its family of companies represent 270+ locations and 4,000+ employees making up one of North America’s leading value-add industrial distribution companies. We provide customers with products and value-added solutions within Fluid Power, Fluid Process, Fluid Conveyance, General Industrial Components, and Industrial Repair. www.sun-source.com

Establish, review, and maintain credit lines for new and existing customers that will limit the company’s exposure yet not hinder sales for an assigned portfolio of customers. Release orders to qualified customers or communicate to sales when basic criteria aren’t met. Contact customers on past due balances and assist them resolving invoice problems with the help of sales. Maintain or improve aging and dso target. Grow sales profitably.

Responsibilities

• Contact customers regarding past due balance
• Research and resolve problems and disputes
• Establish and maintain credit lines on accounts
• Review and release orders on hold
• Compile data for mid month and month end reports for management
• Analyzes assigned customer account orders every 2 hours daily for review/release to order or ship approval. Timely resolution to credit-held order situations is critical to ensure on-time delivery of customer orders
• Responsible for facilitating accounts receivable collection techniques such as telephone, emails and written communication with assigned territory accounts, and initiates follow-up action as necessary
• Initiates and completes the first phase of the credit extension process to new and existing accounts by collecting trade payment and financial information. Initial customer analysis completed in this phase to determine credit limits. Reassess limits on a rolling yearly basis
• Ensures timely collection and maintains integrity of company accounts receivable
• Audits short/overpays and disputes to resolution
• Prepares report for monthly reporting and participates in calls with sales leaders
• Performs other related responsibilities as may be assigned

• General Education And Experience
• Education - High school/GED diploma required with an Associate’s degree in Accounting preferred.

Experience - Minimum of 3 years related experience required. Proficient in reading financial reports and D&B reports required; working knowledge of business and credit law; general accounting knowledge required.

Certifications - NACM credential preferred.

Computer Skills - Microsoft Office experience (Word, Excel and Outlook) required.

We are an Equal Employment Opportunity Employer M/F/V/D. WE PARTICIPATE IN E-Verify. If you are an individual with a disability and require an accommodation to complete the application process, please contact [email protected] to request reasonable accommodation. Only requests for accommodations in the application process will be returned. Sun-Source | Privacy Policy

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.