Credit Representative

3 weeks ago


Irving, United States Matheson Tri-Gas Full time



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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