Commercial Disposition Analyst at Petro Home Services | NY, US | Rezi

Commercial Disposition Analyst at Petro Home Services

Commercial Disposition Analyst

Petro Home Services · NY, US

Yesterday

Commercial Disposition Analyst

Petro Home Services · NY, US

a day ago
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About the Role

The Commercial Disposition Analyst will be responsible for the disposition of all potential new accounts brought into the Commercial Division.

Responsibilities

  • Approve accounts for new and current customer for commercial installations, additional accounts/ locations, and wholesale applications.
  • Communicate and partner with Credit Management Team for approvals.
  • Keep accounts information update to date including the accounts approval, credit limits, contact information and collector number.
  • Scan install applications and input sheets into system.
  • Analyze accounts for any additional accounts that would need to be in association, create new associations as needed and previous annual wholesale agreements on existing accounts.
  • Analyze credit limits on accounts and associations.
  • Estimate annual gallon usage for credit limits.
  • Review commercial accounts for any past due balances.
  • Review paperwork and create files for accounts for approvals.
  • Run Experian and property reports.
  • Submit bank inquiry requests and verify bank information of business by submitting bank inquiry requests.

Requirements

  • Must be pleasant, professional and possess the ability to function equally well in both a team environment and independently.
  • Must be highly detail-oriented and focused with a flexible and adaptable nature.
  • Display excellent verbal and written communication, interpersonal, and active listening skills.
  • Ability to interact effectively with both customer and co-workers.
  • Proven Credit and Collections experience required.
  • Proficient in Microsoft Office.
  • Excellent communication skills.
  • Ability to multi-task.
  • Must be able to work in a team environment as well as be able to resolve issues accurately and independently.
  • 1-2 years in a customer-facing role; prior experience in a customer service setting, preferred.

Skills

  • Credit and Collections
  • Microsoft Office
  • Communication
  • Interpersonal skills
  • Active listening
  • Teamwork
  • Problem-solving
  • Customer service

Experience Level

  • 1-2 years in a customer-facing role

Education Level

  • High School Diploma or Equivalent

Benefits

  • Medical coverage (F/T staff)
  • Dental coverage (F/T staff)
  • Retirement Savings
  • Competitive compensation and benefits package

About the Company

  • Evolving organization that built its reputation on providing our customers with the best possible service.
  • Industry leader.

Equal Opportunity

  • Proud to be an equal opportunity employer, and are committed to a drug and alcohol-free workplace.