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Holt Group

Credit Analyst

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Holt Group

Powerhouse family‑owned firm selling, servicing, renting industrial machinery and energy tech solutions.

Assess creditworthiness and manage credit limits for customers.
12 days ago ago
Expert & Leadership (13+ years), Junior (1-3 years), Intermediate (4-7 years), Experienced (8-12 years)
Full Time
San Antonio, TX
Office Full-Time
Company Size
3,753 Employees
Service Specialisms
Industrial & Commercial
Energy
Technology
Training & Development
Sector Specialisms
Industrial
Commercial
Energy
Technology
Training & Development
Role

Description

credit analysis
application processing
limit review
risk assignment
office tools
safety compliance
  • Provides recommendations based on the assessment of new and existing customer’s credit worthiness.
  • Requests and process updated credit applications on existing accounts according to the Company’s credit policy
  • This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines
  • Periodically reviews customer credit limits, account status codes, and makes adjustments based on analysis of financials, payment history, and company policy
  • Occasionally moves materials or equipment weighing up to 10 lb.
  • Assigns appropriate credit limits and any requirements or restrictions required to minimize risk
  • Analyzes credit reporting data and financials for new and existing customers to determine credit worthiness
  • Works safely at all times and adheres to all applicable safety policies; complies with all company policies, procedures, and standards

Requirements

ms office
bachelor’s
detail-oriented
research
teamwork
persuasion
  • Requires regular and punctual employee attendance
  • Strong research, investigation skills and good judgement skills
  • Ability to plan, prioritize and organize effectively
  • Exceptional business acumen and attention to detail and accuracy
  • Knowledge of general accounting and billing procedures
  • Ability to work independently and within a team in a fast-paced, high volume environment with emphasis on accuracy and timeliness
  • Ability to interact with tact and courtesy and maintain a professional manner
  • Ability to read, write, and understand information
  • Travel up to 10% is to be expected
  • Ability to successfully influence and persuade
  • This position involves extended periods in a stationary position; additionally, occasional standing, walking, and stooping
  • Minimum one year of experience required, three or more years of experience preferred
  • Intermediate MS Office skills (ex. Excel, PowerPoint, Word, etc.)
  • Strong interpersonal communication skills including both written and oral
  • This role frequently communicates with others, must be able to exchange accurate information in these situations
  • High school diploma or equivalent required, Bachelor’s Degree in Finance, Accounting or Business preferred
  • Constant movement and use of limbs; this position requires good manual dexterity, coordination, and stamina

Benefits

  • A comprehensive and robust benefits program that includes complete health care, 401(k) matching & Profit-Sharing plan (ROTH and traditional), paid holidays, and a front-loaded PTO program.
  • A competitive salary, commensurate with your experience and competencies.
  • An employee development program with professional development staff that allows you to grow your skills and build your competencies to prepare you for future opportunities at HOLT.
  • A Tuition Reimbursement program to support the pursuit of accredited college courses.

Training + Development

Information not given or found
Company

Overview

$1.5B Annual Revenue
Generating Revenue
The company generates over $1.5 billion from heavy equipment sales, service, technology, training, and consulting.
55,000 Acres
Wildlife Preserve Management
Overseeing extensive wildlife preserves with integrated solar installations across multiple facilities.
  • Founded nearly a century ago as a family‑owned machinery business.
  • Today it operates the largest Caterpillar dealership in the U.S. alongside brands spanning rentals, truck centers, cranes, aerial systems, industrial systems, and renewables.
  • Its project portfolio includes large‑scale construction equipment deployments, power and energy infrastructure, and integrated technology systems.
  • Specializing in industrial machinery, energy solutions, advanced technology platforms, training programs, and renewable energy projects.

Culture + Values

  • We maintain the highest standards of professionalism and ethics.
  • We deliver exceptional value by exceeding expectations.
  • We foster teamwork and open communication across all levels.
  • We encourage creative solutions and continuous improvement.
  • We take responsibility for our actions and results.

Environment + Sustainability

Net Zero by 2050
Net Zero Target Year
Aiming to achieve net zero emissions by the year 2050.
  • Focus on reducing carbon footprint through operational efficiencies and green technology.
  • Initiatives include energy-efficient buildings, renewable energy sourcing, and waste reduction.
  • Ongoing investment in sustainable infrastructure to support long-term environmental goals.

Inclusion & Diversity

  • The organization is committed to fostering a culture of inclusion and belonging.
  • Strategic focus on increasing gender diversity at all levels.
  • The company tracks and measures progress towards diversity goals.
  • Programs designed to support underrepresented groups in leadership roles.
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