Job Description
Job Description
MAJOR AREAS OF RESPONSIBILITY
- Process credit applications, following SOP’s
- Use Experian, D&B and other sources to obtain financial information
- Process Trade and Bank references
- Obtain approvals, set credit limits, update data fields in system
- Send ‘Welcome’ emails to new customers
- Save emails and related documents in proper folders
- Communicate with Customer Master Data, Sales, and customers
- Ensure new accounts are onboarded correctly and quickly
- Process credit limit change requests, as needed
- Analyze AR to find and update old credit limits
- Correct AR Data errors and anomalies, as directed
- Process AR credit balance refund checks via third party
- Assist with month-end processes and reporting
- Assist with Audit requests
REQUIRED EDUCATION / SKILLS / ABILITIES
- 3 years’ experience in a similar role
- Outlook, Excel, Word, Adobe, Teams, internet
- High school diploma required, (some college preferred)
- Familiarity with SOX guidelines and procedures (preferred)
- Understanding of financial statement analysis (preferred)
KEY COMPETENCIES
- Strong communication skills
- Able to multi-task in a fast-paced environment, while maintaining focus and a sense of urgency
- Sound judgment with exceptional problem-solving skills
- Strong analytical skills, detail-oriented
- Flexible and able to adapt with change
- Ability to work independently and as part of a team