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Credit and Customer Service Associate

2 months ago

Tacoma, Washington, United States MI Windows and Doors Full time
About the Role

We are seeking a skilled Credit Associate to join our team at MI Windows and Doors. As a Credit Associate, you will play a critical role in managing customer accounts, extending credit within company parameters, and establishing strong relationships with our sales team and internal customers.

Key Responsibilities
  • Customer Account Management: Manage customer accounts, ensuring timely and accurate processing of credit applications, and maintaining up-to-date records.
  • Credit Extension: Extend credit to customers within company parameters and credit policy, ensuring compliance with regulatory requirements.
  • Relationship Building: Develop and maintain strong relationships with the sales team, internal customers, and other stakeholders to provide exceptional customer service and support.
  • Order Release: Release orders on-hold, ensuring timely delivery of products to customers.
  • Communication: Communicate effectively with sales staff, customers, and other internal stakeholders to resolve issues and provide updates.
Requirements

To be successful in this role, you will need:

  • Excellent Communication Skills: Strong verbal and written communication skills to effectively interact with customers, sales staff, and other stakeholders.
  • Credit Management Experience: Proven experience in credit management, customer account management, or a related field.
  • Analytical Skills: Strong analytical skills to evaluate credit applications, identify potential risks, and make informed decisions.
  • Attention to Detail: High level of attention to detail to ensure accurate processing of credit applications and maintenance of customer records.