PURPOSE
The Credit Analyst is responsible for conducting credit investigations within assigned business lines. Reviews customer financial and payment information to determine creditworthiness and determines appropriate credit limits. Communicates results of credit research to appropriate departments, brokers and the customer. Reviews and release customer orders for accounts.
ESSENTIAL DUTIES & RESPONSIBILITIES
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Complete credit investigative work utilizing credit reports, reference, and internet searches to establish customer credit limits within established guidelines
- Analyze information to determine if account is eligible for credit line increase and set credit limits accordingly
- Review and adjust customer lines of credit
- Maintain general credit mailbox




- Maintain current information in support of established credit limits making recommendations to management/business unit with remedies to mitigate credit risk
- Maintain a positive relationship with the sales, agents, and customers by utilizing good communication and collaboration
- Escalate key issues to Credit Manager or Director of Credit
REQUIRED KNOWLEDGE/SKILLS/ABILITIES
- Associates degree or equivalent work experience; 1 plus year’s related experience; or equivalent combination of education and experience
**QUALIFICATIONS**:
- Customer Service/Relationship Management
- Excellent written/verbal communication
- Proficiency in the Microsoft office platform
- Intermediate Excel skills a must
- Data entry/typing skills with high level of accuracy (including 10 key)
- 1 year of business-to-business credit investigation experience preferred
- Organized and Detail Oriented
- Familiar with credit reporting agencies

📌 Credit Analyst (Monterrey)
🏢 Wwex Group
📍 Monterrey