Credit Operations Analyst

Overview

This role supports credit administration and sales-lease processing for a veterinary-focused animal-health technology and services organization. Responsibilities include coordinating third-party lease and financing processes, maintaining customer compliance information, performing credit/account reviews, and partnering with analytics teams to support reporting and process improvements.

Responsibilities

• Coordinate and monitor sales involving third-party lease companies; communicate with customers, the sales team, and third-party lease agents to ensure the process runs smoothly.
• Track and produce monthly analysis of leasing activity.
• Represent Credit Administration in meetings and discussions with internal partners to develop and improve the lease transaction process.
• Partner with marketing and sales to communicate changes, including when new vendors are introduced, to maintain a streamlined process.
• Provide periodic updates to the Credit Department regarding changes to the lease transaction process.
• Facilitate communication between sales, customers, collections teams, and third-party loan financing institutions to ensure documentation is obtained and sales are processed and collected in a timely manner.
• Collaborate with analytics team members on Power BI and Tableau dashboards and reports.
• Use advanced Excel skills (pivot tables, macros, complex formulas) to analyze data, build models, and streamline the reporting process.
• Identify opportunities for basic process improvements within workflows; recommend and implement changes to increase efficiency and reduce errors.
• Process and review new applications to establish new accounts or reactivate expired accounts, including assigning appropriate credit terms.
• Assist management with determining limits for high-dollar accounts.
• Control, process, and update customer information in the system (e.g., addresses, names) and determine regulatory components for customers through direct communication with Regulatory Affairs.
• Provide mentoring for other analysts and conduct periodic cross-training sessions to ensure sufficient coverage for all pertinent department functions.
• Handle escalated calls or resolutions through guidance when a manager is absent.
• Communicate directly with account managers, customer engagement managers, customers, Regulatory Affairs, and eBusiness to ensure customer account compliance with DEA and other state and federal regulatory agencies.
• Work with supervisors and management to identify, develop, and process short- and long-term projects to improve efficiencies and reduce costs related to customer master file concerns.
• Serve as a primary contact for AHI and other customer identifiers to ensure accurate sales reporting is maintained with vendors and resolve discrepancies involving customer data.
• Coordinate ISO account monitoring and completion/closing; ensure monthly spreadsheet completion detailing ISO activity.
• Perform other duties as assigned.

Requirements

• Knowledge of basic accounting principles.
• Strong Microsoft Office skills, including Microsoft Excel.
• Basic understanding of Power BI or Tableau dashboards and reports.
• Demonstrated ability to negotiate.
• Ability to prioritize and function independently.
• Excellent verbal and written communication skills, including telephone etiquette and the ability to efficiently compose professional and accurate business correspondence.
• Must be extremely organized and detail-oriented.

Preferred Qualifications

• Basic understanding of SQL is preferred but not required.

Compensation & Benefits

• Pay range: $22-$30
• 401k savings & company match
• Paid time off
• Paid holidays
• Maternity leave
• Parental leave
• Military leave
• Other leaves of absence
• Health, dental, and vision benefits
• Health savings accounts
• Flexible spending accounts
• Life & disability benefits
• Identity theft protection
• Pet insurance
• Certain positions may include eligibility for a short-term incentive plan
• Salary may vary depending on confirmed job-related skills, experience, and location; it is not typical for an individual to be hired at or near the top end of the range for their role. Compensation decisions are dependent upon the facts and circumstances of each case.
• Sales positions are eligible for a variable incentive.

Location

• Not specified in the provided job description.

Equal Opportunity Statement

This organization is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.