Accounts Receivable Credit Analyst - B2B

The Accounts Receivable Credit Analyst is responsible for managing customer credit accounts and supporting accounts receivable activities for an assigned group of customers. This role reviews customer credit information, establishes and maintains credit limits, releases credit-held orders, follows up on past-due balances, and helps resolve account and payment issues.

This role works closely with Sales, customers, and internal teams to resolve credit and payment issues, keep customer orders moving, and ensure accounts are managed in accordance with company policies and established credit guidelines.

Essential Functions

• Review and maintain customer credit limits for new and existing customers in accordance with company guidelines.
• Review and release credit-held orders throughout the day, working closely with Sales to resolve issues and minimize delays to customer orders.
• Perform accounts receivable collections by phone, email, and written communication; follow up on past-due balances and escalate issues as appropriate.
• Research and resolve invoice discrepancies, short payments, overpayments, and customer disputes in partnership with Sales and internal teams.
• Review credit reports, payment history, trade references, and other customer information to support new account setup and credit-limit decisions.
• Complete periodic customer credit reviews and update credit limits based on payment history, credit information, and company guidelines.
• Monitor accounts receivable aging and past-due balances and take appropriate follow-up action.
• Prepare mid-month and month-end credit and A/R reports and participate in reporting calls with Sales leadership and management.
• Maintain accurate customer credit and A/R records and follow established company policies and procedures.
• Build positive working relationships with Sales and customers while resolving credit and payment issues.

Experience, Education and Skills

• High school diploma or GED required; Associate’s degree in Accounting or a related field preferred.
• 3+ years of experience in credit, accounts receivable, collections, accounting, customer accounts, or a related area.
• Experience working with customer accounts, credit limits, collections, or accounts receivable preferred.
• Ability to review credit reports, payment history, and customer information and make sound credit decisions within established guidelines.
• General understanding of accounts receivable and basic accounting principles.
• Strong problem-solving, communication, organization, and decision-making skills.
• Ability to effectively partner with Sales and customers to resolve credit and payment issues.
• Proficiency with Microsoft Office, including Excel, Word, and Outlook.
• Ability to manage multiple priorities and work effectively in a fast-paced, deadline-driven environment.

Equal Opportunity Employer, including disability and protected veteran status. If you are an individual with a disability and require an accommodation to complete the application process, please contact recruiting@sunsrce.com to request reasonable accommodation. Only requests for accommodation in the application process will be returned from this email address. This employer uses E-Verify. Please click here for additional information. (For Illinois E-Verify information click here, aquí). Sun-Source | Privacy Policy