Credit Representative
3 weeks ago
JOB
SUMMARY
JOB
FUNCTIONS
Essential
Functions
Essential Function
Perform analysis of Dun &
Bradstreet credit report profiles to analyst payment trends and overall
business viability
Prepare and present complete credit
packages for management
Ensure accurate customer account
records by updating customers file with limit changes, terms and all related
collection fields
Complete annual account reviews and
limit increases/decreases
Monitor changes in financial
reporting from Dun & Bradstreet
Build and maintain spreadsheets and
dashboard for credit approval tracking and other projects
Responsible to review and release
holds due to credit limits and overdue amounts
Identify and communicate root cause
for delinquency
Complete weekly reporting for holds
and releases to Manager
Light collections to resolve credit
releases
Answer customer and field questions
regarding account status
Responsible for inactive customer
base documentation and escalation for outside collections
Communicate professionally and
effectively
Data entry
Maintain active follow up on
files/pipeline
Additional
Responsibilities
Required
for All Jobs
*
Performs other duties as assigned
*
Complies with all policies and
standards
QUALIFICATIONS
Education
Education
Level
Education
Details
Req/
Pref
Work
Experience
Experience
Experience
Details
Required/
Preferred
Knowledge,
Skills and Abilities
KSAs
Ability to review credit
applications and complete credit investigations to grant credit and establish
limits based on thresholds
Ability to navigate and use
multiple databases
Licenses
and Certifications
Licenses/Certifications
Licenses/Certification
Details
Time
Frame
Required/
Preferred
PHYSICAL
DEMANDS/WORKING CONDITIONS
Physical Demands Category:
Office and Administrative Support
Physical
Demands
A thorough completion of this
section is needed for compliance with legal standards such as the Americans
with Disabilities Act. The physical requirements described here are
representative of those that must be met by an employee to successfully
perform the essential functions of this job.
Physical
Demand
N/A
Rarely
Occasionally
Frequently
Constantly
Weight
Stationary Position
X
Move/Traverse
X
Stationary Position/Seated
X
Transport/Lifting
X
Transport/Carrying
X
Exerting Force/Pushing
X
Exerting Force/Pulling
X
Ascend/Descend
X
Balancing
X
Position Self/Stooping
X
Position Self/Kneeling
X
Position Self/Crouching
X
Position Self/Crawling
X
Reaching
X
Handling
X
Grasping
X
Feeling
X
Communicate/Talking
X
Communicate/Hearing
X
Repetitive Motions
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