Credit Operations Analyst

Job not on LinkedIn

🕒 July 22

🏈 Ohio – Remote

infoinfo

💵 $22 - $30 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚙️ Operations

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Logo of Covetrus

Covetrus

5001 - 10000 employees

Founded 2018

🏥 Healthcare

📦 Logistics

💼 Consulting

💰 Seed Round on 2021-01

Healthcare • Logistics • Consulting

Covetrus is a global animal-health company dedicated to supporting veterinarians and their practices. The company offers a comprehensive portfolio of software, supplies, and services designed to connect care in and out of the clinic and focuses on improving the health and wellbeing of animals. With a strong emphasis on technology solutions, Covetrus provides practice management software, prescription management, and various client engagement tools to enhance operational efficiency and patient care. Their range of personalized pet healthcare solutions helps drive compliance, efficiency, and profitability for veterinary practices worldwide.

📋 Description

• Coordinate and monitor sales involving third-party lease companies; communicate with customers, sales teams, and lease agents; track and produce monthly leasing-activity analysis • Represent Credit Administration in meetings to develop and improve the lease transaction process • Communicate process changes and new vendors to Marketing and Sales; provide updates to the Credit Department • Facilitate communication among sales, customers, collections teams, and third-party financing institutions to obtain documentation and process and collect sales promptly • Work with analytics team members on Power BI and Tableau dashboards and reports • Use advanced Excel skills, including pivot tables, macros, and complex formulas, to analyze data, build models, and streamline reporting • Identify, recommend, and implement basic workflow process improvements to increase efficiency and reduce errors • Process and review new applications to establish or reactivate accounts and assign appropriate credit terms • Assist management with determining limits for high-dollar accounts • Control, process, and update customer information, including addresses, names, and regulatory determinations • Mentor analysts and conduct cross-training sessions; handle escalated calls or resolutions in the manager’s absence • Communicate with Account Managers, Customer Engagement Managers, customers, Regulatory Affairs, and eBusiness to ensure account compliance with DEA and other regulatory agencies • Work with supervisors and management on short- and long-term projects to improve efficiency and reduce customer-master-file costs • Act as primary contact for AHI and other customer identifiers; maintain accurate vendor sales reporting and resolve customer-data discrepancies • Coordinate monitoring and completion/closure of ISO accounts and complete a monthly ISO activity spreadsheet • Perform other duties as assigned

🎯 Requirements

• Knowledge of basic accounting principles • Strong Microsoft Office skills required, including Microsoft Excel • Basic understanding of Power BI or Tableau dashboards and reports • Basic understanding of SQL is preferred but not required • Demonstrated ability to negotiate • Ability to prioritize and function independently • Excellent verbal and written communication skills, including telephone etiquette and professional business correspondence • Extremely organized and detail-oriented

🏖️ Benefits

• 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

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