Commercial Portfolio Analyst Job at ProBilling & Funding Service

ProBilling & Funding Service Decatur, AL 35601

ProBilling & Funding Service
Commercial Portfolio Analyst

ProBilling & Funding Service is a leader in commercial accounts receivable billing. Located in Decatur, Alabama and a Division of Peoples Bank of Alabama. ProBilling offers a nationwide service to a wide and diverse group of commercial businesses.

The primary function of this position is as follows:

Utilize industry specific software programs to perform various clerical and routine accounting tasks in support of an operating unit. High level of understanding of MS Excel, Word

Performs credit investigation on new and existing commercial customer base

Analyze Dun & Bradstreet reports, financial reports as part of credit review process

Reaches out to financial institution, trade references included on commercial customer credit application, summarizing results to the credit management team. Document results.

Approval of incoming sales authorization via internet, phone

Analyze daily reports to determine company liability, customer credit limit adjustments, open/closed account status.

Knowledgeable of the values and practices that align client/customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating a customized client/customer solution.

Accessing and effectively managing all the risks associated with our business objectives and activities.

Provides feedback to management on workflow and work received throughout business day.

Maintain high levels of customer satisfactions consistent with ProBilling’s core values. Demonstrates commitment to quality.

Ability to manage work load in a fast-paced environment while being detail oriented.

Competencies:

Accuracy and attention to detail – Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy.

Client/Customer Relationship Management – Knowledge and ability to determine and satisfy client/customer needs and maintain a partnering relationship during engagements.

Client/Customer Experience Management – Implements the strategies and techniques used to ensure that customers have a positive experience with the organization, products and services at every touch point

Decision Making and Critical Thinking – Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, in order to reach a productive decision.

Effective Communication – Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive and accurately interpret ideas, information and needs through the application of appropriate communication behaviors.

Managing Multiple Priorities – Ability to manage multiple concurrent objectives or activities, making effective judgements as to prioritizing and time allocation.

Operational Functions – Knowledge of major functional processes and associated operating requirements; ability to apply this knowledge appropriately to diverse situations.

Problem Management Process – knowledge of and ability to bring a reported problem to successful resolution.

Problem Solving – Knowledge of approaches, tools, techniques for recognizing, anticipating and resolving organizational, operations or process problems; ability to apply this knowledge appropriately to diverse situations.

Products and Services – Knowledge of products and service, ability to apply this knowledge appropriately to diverse situations.

Tech Savvy – Advise, educate and engage clients/customers on technology tools and resources available.

Qualifications:

BS Degree in Business related field or two years’ experience in portfolio analysis
Exhibit analytical and critical thinking skills
Bilingual English/Spanish is preferred but not required
Professional verbal and written communication skills
Ability to multi-task in a fast pace environment
High level of understanding of MS Excel, Word, Outlook, PowerPoint

All applicants are subject to a background check, credit check and drug screening

Equal Opportunity Employer

Job Type: Full-time

Pay: $20.00 - $25.00 per hour

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Tuition reimbursement
  • Vision insurance

Physical setting:

  • Office

Schedule:

  • 8 hour shift
  • Day shift
  • Monday to Friday
  • No nights

Education:

  • Bachelor's (Required)

Experience:

  • Analysis skills: 1 year (Preferred)

Language:

  • English (Required)

Work Location: One location




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