Credit Review AR Analyst Role

Job Title

Credit Review AR Analyst role

Job Description

The Advisor I, Transaction Processing position performs off-line tasks in direct support of production associates. This position does not interface with customers directly.

About The Role

The Credit Review Analyst is responsible for evaluating new and existing customer accounts to establish appropriate credit limits and terms. This role involves reviewing sales orders for release within a dynamic technology organization. Working in a fast-paced environment, the analyst collaborates closely with the Accounts Receivable (AR) team, sales organization, and customers to gather necessary information, maximizing revenue potential while effectively managing credit risk.

What You'll Do

• Credit Evaluation and Analysis: Evaluate new and existing customer accounts to determine suitable credit limits and terms, including analyzing financial statements for credit requests. Document analyses and provide justifications for credit decisions.
• Order Review and Release: Manage a portfolio of accounts with varying complexity, reviewing and releasing sales orders according to established guidelines.
• Collaboration and Communication: Work autonomously or in team settings on strategic initiatives and projects as assigned by management, ensuring clear communication with the AR team, sales organization, and customers.
  
  

• 1 to 3 years of relevant experience in credit analysis or a related field.
• Ability to follow instructions and seek clarification when necessary.
• Proficient in using common office equipment and basic data entry.
• Strong attention to detail with a focus on accuracy and efficiency.
• Clear communication skills, both verbal and written, in English and other local/regional languages.
• Excellent organizational and time management skills, with a commitment to completing tasks.
• Adaptability to change and ability to manage stress and pressure in high workload situations.
• Commitment to maintaining social, ethical, and organizational standards in all business activities.
• Ability to multitask effectively and maintain confidentiality regarding sensitive information.
• Strong relationship-building skills with colleagues and clients, demonstrating sensitivity to the needs and concerns of others.
• Quick learner with the ability to adapt to new systems and technologies.
• Basic proficiency in relevant computer systems and applications, including Microsoft Office (Outlook, Word, Excel).
• Basic skills in financial statement analysis and interpretation.
• Team-oriented mindset with the ability to contribute effectively.
  
  

• Office Location: Giga Tower, Tera Drive, Bridgetowne Business Park, Ugong Norte, Quezon City, 1110 Metro Manila, Philippines
• Accessibility to public transportation and prime commercial spots within North Metro Manila.