Credit Assistant

Credit Assistant Position Snapshot

Processes new credit account requests. Plans and performs customer collection calls. Works with other departments as necessary to take care of the customers’ needs. Spots problem accounts and tracks customer payment trends. Keeps Credit Manager informed of problem accounts that need special attention. Maintains customer credit master (Customer Standard) in Oracle. Responds to customer document requests.

An individual must be able to perform each duty satisfactorily.

• Plans and performs customer contacts primarily by telephone or email in attempt to determine reason for overdue payment reviewing transaction details.
• Notifies Credit Manager when a customer fails to respond or when any customer statement, promise, or problem is not standard or according to terms.
• Records information about financial status of customer and status of collection efforts.
• Partners with sales to help with the collection of past due customers while striving to maintain good customer relationships.
• Processes new account requests. Reviews all required new account opening documents for completion and accuracy. Orders credit reports and checks credit references. Reviews credit reports, credit references, credit group reports and any other information available and makes new account credit line recommendations to the Credit Manager. Creates accounts for all new customers. Investigates and maintains all changes (Bill To Address, Payment Terms, Tax Exemption Status) in customer’s credit master (Customer Standard).
• Creates and transmits new customer welcome package which includes key contacts, explanation of payment terms and payment remit to information.
• Works with sales and any other departments necessary to resolve discrepancies and take care of customers’ needs.
• Maintains new customer spreadsheet to track new account creation.
• Provides invoice copies, Bill of Lading copies and Proofs of Delivery as requested.
• Maintains customer credit files by scanning pertinent documentation into Oracle electronic customer files. Performs routine credit file reviews for existing customers.
• Participates in weekly collections meetings to keep management informed of past due customers and their status.
• Serves as the backup for cash application and monthly closing duties. Responsible for closing A/R one scheduled Sunday every other month.
• Provides backup for others in Credit Department in their absence and as needed or assigned.
• Performing other responsibilities as needed to contribute to the effective operation of the department and the company.
• Carries out responsibilities in accordance with the organization’s policies and applicable laws.
• Other duties may be assigned.

None

• Strong verbal and written communication skills.
• Excellent problem-solving and critical thinking abilities to analyze complex issues and develop effective solutions.
• Proven ability to manage time effectively, prioritize tasks, and meet deadlines in a fast-paced environment.
• Demonstrated ability to work collaboratively within cross-functional teams and across organizational levels.
• Demonstrated initiative and resourcefulness in researching, troubleshooting, and resolving challenges.
• Strong problem-solving and critical thinking skills.
• Ability to maintain confidentiality and handle sensitive information with integrity.
• Comfortable working both independently and collaboratively within a team.

• Professional, technical or administrative training (2-year associate’s degree).
• General knowledge applicable to credit and/or accounting.
• A minimum of 3 years’ work-related experience is required.
• An equivalent combination of education and work-related experience may be acceptable.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
The physical demands of an office, desk job setting are generally low and primarily sedentary in nature.…