SUMMARY :

Under limited supervision, the Credit Assistant provides support services to credit managers and other team members of the credit department.

JOB DUTIES

• Gathers documentation required to established a customer account.
• Manages account setup and maintenance in ERP system.
• Inputs and reviews credit applications.
• Confirm credit reference information.
• Review documents to ensure their completion and accuracy.
• Review payment history for established customers.
• Answers credit line and takes customer inquiries.
• Performs other duties as assigned.

EDUCATION & EXPERIENCE

• Typically requires a high school diploma or GED
• Five (5) or more years of relevant experience.

KNOWLEDGE, SKILLS, ABILITIES

• Good time management skills are essential.
• Ability to meet tight deadlines.
• Exceptional verbal and written communication skills.
• Ability to provide clear and concise responses, and instructions.
• Excellent interpersonal skills and ability to use discretion regarding confidential information.
• Must be able to work proactively, independently and decisively.
• Proficient data entry skills.

PHYSICAL DEMANDS :

LICENSES & CERTIFICATIONS :

None required.

SUPERVISORY RESPONSIBILITY :

BUDGET RESPONSIBILITY :

COMPANY INFORMATION :

Last updated : 2024-04-23