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Credit Administrator
2 months ago
Reports to | Credit Manager
Classification | Non-Exempt
Schedule | Monday – Friday, 8 AM – 5 PM / 40 hours a week Summary/Objective:The Credit Administrator position is responsible for various Credit and Administrative functions in the Credit Department.
Essential Functions:
- Perform various credit and administrative functions in the Credit Department
- New customer account set up
- (Pulling reports from the credit bureau, such as DNBi, Credit Safe and NACM along with collecting trade reference information. Review the credit reports and make a recommendation of the credit limit to present to the Senior Credit person).
- Update the new customer information in New Customer Account spreadsheet for management reviews.
- Update the Cash and Credit Card accounts Excel spreadsheet on daily basis.
- Charge/Check refund request for all Credit and Cash accounts.
- Customer Tax/Miscellaneous Adjustment.
- Pulling credit reports and gathering trade reference information for CMMS new customer accounts, to assist Tia and Team
- Respond to Miscellaneous Request for Credit References.
- Create Weekly New Customer and new clone account customer information for Management.
- Maintaining credit application file cabinet.
- Answer all credit department customer phone calls and response their questions or transfer to the right person to assist customer questions.
- Assist credit department needs and Director of Credit timely assignments.
Competencies:
- Strong computer skills including proficiency in MS Excel
- Communication proficiency
- Teamwork
- Time management
- Customer/Client focus
- High degree of professionalism
- Decision-making, problem-solving, and analytical skills
- Organizational, multi-tasking, and prioritizing skills under high pressure situations
- Capability to work independently
- Must be very detail oriented
- Collection experience a must
Supervisory Responsibility:The Credit Administrator position does not have any direct supervisory responsibilities.
Working conditions:
Work EnvironmentThis job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, scanners, filing cabinets, and fax machines etc.Physical Demands This is a largely sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary. Position Type and Expected Hours of Work This is a full time position. Days and hours of work are Monday through Friday, 8:00am-5:00pm. The employee must work 40 hours each week to maintain full-time status. Education and Experience:
- 2-4 years of credit collection experience
- 2-4 years of administrative assistant experience
- High School diploma required