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Credit Analyst
Credit Analyst-March 2024
Frisco
Mar 28, 2026
About Credit Analyst

  Description

  • Process and review credit limit increase requests on new/existing accounts using credit report information, payment trend analysis, customer financial statements, marketplace information, debt and stock ratings

  • Analyze information to determine if the account is eligible for a credit line increase and set credit limits accordingly

  • Monitor account credit limits and place accounts on hold

  • Maintain current information in support of established credit limits making recommendations to management

  • Maintain a positive relationship with key internal stakeholders by utilizing good communication and collaboration skills

  • Collaborate with Sales to collect necessary documents to approve credit for new and existing customers

  • Perform proactive risk reviews on customer accounts and collaborate with internal stakeholders to improve results

  • Active monitoring of high-risk accounts

  • Works with Legal to ensure compliance

  • Discusses delinquent accounts with the sales team and credit manager as needed

  • Bad debt reserve analysis

  • Listening to conference calls and summarizing findings

  • Assist in driving and enforcing credit policy

  • Escalate key issues to Credit Manager

  Requirements

  Experience with Financial Analysis, Credit Analysis

  the ability to review credit reports

  Microsoft Excel (vlookups, pivot tables)

  Preferred: NACM and/or CRF credentials - NACM (National Ass. of Credit Management) and/or CRF (Credit Research Foundation) credentials, such as CBA, CBF, CICP, ICCP, or CCE

  Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

  Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

  All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

  © 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .

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