JHE and Partners are excited to be supporting a growing organisation in Horsforth as they look to appoint a Credit Analyst to join their Credit Management team. This role is essential in ensuring the smooth onboarding of new clients, managing the central mailbox, and maintaining accurate customer data. If you thrive in a fast-paced, professional environment and enjoy working with detail and process, this could be the ideal opportunity for you. This is a permanent role 12pm-8:30pm however, there is also a FTC for 6 month UK working 8:30-5pm.
The primary purpose of the role is to support the Credit Management team with the full lifecycle of new client approval and account creation, ensuring all procedures follow corporate governance standards. The ideal candidate will have experience working in a professional, fast-paced, and demanding environment, with the ability to consistently deliver high-quality work. You will demonstrate exceptional attention to detail and strong accuracy in data entry, alongside confident use of Excel and the ability to work effectively with data.
Key Responsibilities
- Manage daily new account requests, including contract reviews and conducting Dun & Bradstreet checks.
- Seek and secure approvals in line with Corporate Governance and ensure accurate customer creation in the finance system.
- Carry out detailed contract reviews along with D&B investigations and analysis.
- Log all new client requests and maintain trackers to monitor progress throughout the approval process.
- Liaise with Clients, Credit Controllers, Operations, and Risk Management teams as required.
- Oversee the ar-newcustomers mailbox daily, responding promptly to queries.
- Monitor and update Prospects to ensure all records remain accurate and up to date.
- Produce regular reporting and contribute to monthly global counterparty reviews and maintenance.
- Support projects relating to process improvement, customer onboarding integrations, and system migrations.
- Track and review monthly new customer requests and approval volumes.
- Maintain customer details in the system, making updates where necessary to ensure data accuracy
Please get in touch with Charlie for further details