Credit Analyst - In-Office, Poway, CA

Description

Position Overview:

Chef Works is seeking a detail-oriented and results-driven Credit Analyst to join our dynamic team. This position plays a key role in evaluating the creditworthiness of our customers and ensuring that all accounts are managed effectively. The ideal candidate will be proactive, analytical, and able to work independently, while collaborating with the Accounts Receivable Manager to maintain the company's financial integrity.

Why Chef Works?

At Chef Works, we are not only a leader in culinary apparel, but we are also deeply committed to fostering a supportive and innovative work environment. As a member of our team, you will contribute to a company that values professional growth, encourages collaboration, and is passionate about delivering exceptional service to our customers. We believe in recognizing and rewarding hard work, and our dynamic culture provides opportunities to develop your career in a fast-growing, global organization.

Hybrid Work Schedule

Chef Works offers a hybrid work schedule that allows you to balance working from home and in the office, providing you with flexibility while still maintaining strong team collaboration and productivity.

Key Responsibilities:

• Credit Evaluation: Assess the creditworthiness of customers requesting terms with Chef Works. Make recommendations regarding appropriate terms and credit limits based on financial data.

• Financial Analysis: Analyze credit reports, bank ratings, and financial statements to evaluate customers' ability to meet their financial obligations.

• Account Monitoring: Review customer accounts regularly to adjust credit limits or recommend the revocation of terms as necessary, ensuring accounts remain in good standing.

• Order Review: Assess orders on hold due to credit evaluation, confirm account standing, and release orders when appropriate.

• Tax Exemption Management: Validate sales tax exemption certificates and Bills of Lading. Collaborate with the Accounting Manager to ensure expired certificates are updated and maintained.

• Customer Relations: Provide timely responses to customer inquiries regarding credit and resolve any concerns promptly.

• Additional Tasks: Undertake other duties as assigned by the Accounts Receivable Manager to support the efficient functioning of the department.

Requirements

Minimum Qualifications:

• Bachelor’s degree in Business or a 2-4 years in related field, or equivalent professional experience.
• Proven proficiency in:
• Excellent verbal, written, and interpersonal communication skills.
• Strong analytical, problem-solving, and organizational abilities.
• Attention to detail with the ability to prioritize tasks under pressure.
• Proficiency in Microsoft Excel, Word, and Outlook; familiarity with ERP/MRP systems is a plus.
• Ability to work independently, with minimal supervision, and effectively in a team-based, fast-paced environment.

Physical Requirements:

• Occasional lifting of up to 10 lbs. (less than 5% of the time), generally at waist level.
• Ability to perform deskwork, including extended periods of computer use.
• Must be able to use a telephone for customer communications.