Credit Operations Specialist
3 weeks ago
Job Description
The Credit Operations Specialist is a key member of the Credit Services team, providing administrative support to internal and external customers. This role plays a vital part in the organization of documentation as required by the Viking SupplyNet Credit Policy.
Responsibilities:
• Primary contact for all business system (JD Edwards) additions, changes, and maintenance requirements related to Customer Accounts.
• Responsible for accurate data entry into JDE Address Book for all New Customer Accounts, Project Accounts, and Billing and Shipping Accounts.
• Has knowledge of billing requirements and general knowledge of lien laws as related to documentation required for Project Account approval.
• Communicates setup of all accounts types to appropriate field personnel and locations.
• Keeps a log of all new accounts and job accounts setup each day.
• Pulls Dunn & Bradstreet and TransUnion reports.
• Performs Export Compliance screening as required by the company's Export Compliance Policy.
• Maintains a file of all sales tax exemption certificates.
• Maintains a file of all change requests received and processed.
• Maintains electronic files on all new and existing customer files and job accounts.
• Primary contact for local electronic check deposits.
• Sets up and maintains customer profiles in eInvoice.
• Is cross-trained in the Lien Administration area.
Requirements:
• Requires basic knowledge of Microsoft Office Software and Office machines.
• Use of Email software and etiquette.
• Strong verbal and written communication skills, as well as some Customer Service experience are key requirements.
Job Posted by: Viking Group
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