Credit Operations Analyst

🔥 0 minutes ago

🏈 Ohio – Remote

🏈 Ohio – Remote

💵 $22 - $30 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚙️ Operations

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Covetrus

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 2018

⚕️ Healthcare Insurance

☁️ SaaS

🤝 B2B

💰 Seed Round on 2021-01

Healthcare Insurance • SaaS • B2B

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

• Coordinates and monitors sales involving third party lease companies; communicates with customers, sales team and third party lease agents to ensure process runs smoothly; tracks and produces monthly analysis of leasing activity. • Represents Credit Administration at meetings and discussions with internal partners to develop and improve the lease transaction process. • Works with key Marketing and Sales members to communicate changes or when new vendors are introduced to ensure a streamlined process. • Provides periodic updates to Credit Department regarding changes to the lease transaction process. • Facilitates communication between sales, customers, collections teams and third party loan financing institutions to ensure documentation is obtained and sales are processed and collected within a timely manner. • Work with analytics team members on Power BI and Tableau dashboards and reports. • Utilize advanced Excel skills (pivot tables, macros, complex formulas) to analyze data, build models and streamline reporting process. • Identify opportunities for basic process improvements within workflows, recommending and implementing changes to increase efficiency and reduce errors. • Processes and reviews new applications in order to establish new accounts or reactivate expired accounts, including the assignment of appropriate credit terms; assists management with determining limits for high dollar accounts. • Controls, processes and updates customer information on the system, to include updating addresses, names and making determination on regulatory components of customers through direct communication with Regulatory Affairs Department. • Provides mentoring for other analysts and conducts periodic cross training sessions to ensure sufficient coverage is available for all pertinent functions within the department; handles escalated calls or resolution through guidance of other associates in absence of manager. • Communicates directly with Account Managers, Customer Engagement Managers, customers, Regulatory Affairs and eBusiness, to ensure customer account compliance with DEA and other state and federal regulatory agencies. • Works with supervisors and management to identify, develop and process short and long term projects in order to improve efficiencies and reduce costs associated with customer master file concerns. • Acts as primary contact for AHI and other customer identifiers to ensure accurate sales reporting is maintained with vendors; works to resolve discrepancies involving customer data. • Coordinates the process of monitoring and completing/closing of ISO accounts; ensures the completion of a monthly spreadsheet detailing ISO activity. • Performs 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 both telephone etiquette and the ability to compose professional and accurate business correspondence efficiently • Must be 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